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Multidimensional geriatric assessment in primary care: a scoping review

Abstract

Objective

to map the publications on multidimensional geriatric assessment in the primary care setting.

Method

A scoping review using the Joanna Briggs Institute methodology was carried out on the databases Web of Science, Scopus, Medical Literature Analysis and Retrieval System Online (MEDLINE) and Literatura Latino Americana e do Caribe em Ciencias da Saude (LILACS). The studies addressed the population of older people aged ≥60 years, the concept of multidimensional assessment and the primary care setting.

Results

a total sample of 19 publications was included for qualitative analysis. The studies selected were of different designs (predominantly cross-sectional) and most were in English. The evaluation comprised three dimensions; instruments developed applicable to primary care; two types of information technologies used to support the evaluation; and the relevant findings about the practice.

Conclusion

this review identified tools that were based on several existing instruments. Strategies should be tailored for assessing older individuals in a quick feasible manner. Specific domains were commonly present in the instruments, considered important for providing a comprehensive assessment tailored for the older population.

Keywords
Aged; Geriatric Assessment; Primary Care

Resumo

Objetivo

mapear as publicações referentes à avaliação multidimensional de pessoas idosas no contexto da Atenção Primária à Saúde.

Método

Trata-se de uma revisão de escopo desenvolvida utilizando a metodologia Joanna Briggs Institute realizada nas bases de dados Web of Science, Scopus, Sistema Online de Busca e Análise de Literatura Médica e Literatura Latino-Americana de Informação Bibliográfica. Os estudos abrangeram a população de pessoas idosas com 60 anos ou mais, o conceito de “avaliação multidimensional” e o contexto da Atenção Primária à Saúde.

Resultados

foi incluída uma amostra total de 19 evidências para análise qualitativa, de variados delineamentos, com predominância do tipo transversal e em sua maioria na língua inglesa. Verificaram-se três dimensões que compõem a avaliação; instrumentos desenvolvidos aplicáveis à Atenção Primária; dois tipos de tecnologias da informação utilizadas para instrumentalizar a avaliação e achados relevantes sobre a prática.

Conclusão

esta revisão encontrou propostas de ferramentas construídas a partir de diversos instrumentos existentes. Devem ser criadas estratégias para atender aos idosos de forma rápida e factível. Foram verificados domínios prevalentes presentes nos instrumentos, constituindo-se como importantes quando se pensa em avaliar amplamente e de forma específica a população idosa.

Palavras-Chave:
Idoso; Avaliação Geriátrica; Atenção Primária à Saúde

INTRODUCTION

Aging should be a propitious process for developing functional ability and promoting independence and quality of life,11 Organização Pan-Americana de Saúde [homepage na internet]. Envelhecimento saudável [cited 2023 fev 27]. Disponível em: https://www.paho.org/pt/envelhecimento-saudavel.
https://www.paho.org/pt/envelhecimento-s...
rather than one associated with disability and limitations as inevitable consequences22 Brasil. Portaria nº 2.528 de 19 de outubro de 2006. Aprova a Política Nacional de Saúde da Pessoa Idosa. Diário Oficial da União 20 out 2006; 142 seção 1..Health systems should be geared up to cater for the specific needs of older people through organizational actions and initiatives such as the National Health Policy for Older People (PNSPI)22 Brasil. Portaria nº 2.528 de 19 de outubro de 2006. Aprova a Política Nacional de Saúde da Pessoa Idosa. Diário Oficial da União 20 out 2006; 142 seção 1. and the decade of healthy aging (2021-2030)11 Organização Pan-Americana de Saúde [homepage na internet]. Envelhecimento saudável [cited 2023 fev 27]. Disponível em: https://www.paho.org/pt/envelhecimento-saudavel.
https://www.paho.org/pt/envelhecimento-s...
.

In the context of the growing demands of an aging society and consistent with the PNSPI incentive to rigorous instruments for assessing older people22 Brasil. Portaria nº 2.528 de 19 de outubro de 2006. Aprova a Política Nacional de Saúde da Pessoa Idosa. Diário Oficial da União 20 out 2006; 142 seção 1., the Multidimensional or Comprehensive Geriatric Assessment (CGA) constitutes a structured multi-dimensional tool that can detect disabilities or abilities from a clinical, psychosocial and functional perspective, allowing a Singular Therapeutic Project to be devised centered principally on recovering and/or maintaining functional ability33 Moraes EN. Atenção à saúde do idoso: aspectos conceituais [Internet]. Brasília: Organização Pan-Americana de Saúde; 2012 [cited 2021 sep. 20]. Disponível em: http://apsredes.org/pdf/Saude-do-Idoso-WEB1.pdf.
http://apsredes.org/pdf/Saude-do-Idoso-W...
,44 Brasil. Ministério da Saúde. Secretaria de Atenção à Saúde Departamento de Ações Programáticas e Estratégicas. Orientações técnicas para a implementação de linha de cuidado para atenção integral à saúde da pessoa idosa no sistema único de saúde – SUS [Internet]. Brasília: Ministério da Saúde; 2018 [cited 2021 sep 20]. Disponível em: https://bvsms.saude.gov.br/bvs/publicacoes/linha_cuidado_atencao_pessoa_idosa.pdf.
https://bvsms.saude.gov.br/bvs/publicaco...
.

Although the CGA is considered the gold standard for geriatric assessment33 Moraes EN. Atenção à saúde do idoso: aspectos conceituais [Internet]. Brasília: Organização Pan-Americana de Saúde; 2012 [cited 2021 sep. 20]. Disponível em: http://apsredes.org/pdf/Saude-do-Idoso-WEB1.pdf.
http://apsredes.org/pdf/Saude-do-Idoso-W...
,44 Brasil. Ministério da Saúde. Secretaria de Atenção à Saúde Departamento de Ações Programáticas e Estratégicas. Orientações técnicas para a implementação de linha de cuidado para atenção integral à saúde da pessoa idosa no sistema único de saúde – SUS [Internet]. Brasília: Ministério da Saúde; 2018 [cited 2021 sep 20]. Disponível em: https://bvsms.saude.gov.br/bvs/publicacoes/linha_cuidado_atencao_pessoa_idosa.pdf.
https://bvsms.saude.gov.br/bvs/publicaco...
, its effectiveness in the primary care setting remains unclear. Numerous geriatric comprehensive care models have been assessed in recent years, yet convincing evidence of effective integrated care strategies for this population group is lacking55 Nord M, Lyth J, Marcusson J, Alwin J. Cost-Efectiveness of Compreensive Geriatric Assessment Adapted to Primary Care. J Am Med Dir Assoc [Internet], 2022 [cited on 2022 aug 04]. Disponível em: https://doi.org/10.1016/j.jamda.2022.04.007.
https://doi.org/10.1016/j.jamda.2022.04....
. Hence, there is a need to map the available scientific publications in the national and international literature on CGA within the primary care setting. Such an investigation should explore: the dimensions involved; the tools developed for CGA applicable to primary care for each individual dimension and all of them as a whole; the information technology being used to support the CGA; the recommendations on the practice of CGA in primary care; and lastly, the knowledge gaps in the context outlined.

A preliminary search by the authors on the databases MEDLINE, Cochrane Database of Systematic Reviews, Open Science Framework (OSF), JBI Evidence Synthesis, and on the International prospective register of systematic reviews (PROSPERO) platform revealed no existing reviews addressing the following guiding study question: “What scientific evidence is available in the literature on comprehensive geriatric assessment in the primary care setting?” A previous systematic review by Garrard et al., 2020 was found reporting the best strategy for clinical practice, without conflicting with the aim of the present study. Thus, the objective of the present scoping review was to map the publications on comprehensive geriatric assessment in the primary care setting.

METHOD

A scoping review was conducted using the Joanna Briggs Institute (JBI) method66 Longaray AA, Castelli TM. Avaliação do desempenho do uso da tecnologia da informação na saúde: revisão sistemática da literatura sobre o tema. Ciênc. saúde coletiva [Internet], 2020 [cited 2021 apr 28]; 25 (11): 4327-38. Disponível em: http://www.scielo.br/scielo.php?script=sci_arttext&pid=S1413-81232020001104327&lng=pt&nrm=iso.. This type of review provides a broader view of the available evidence on a given area, clarifying concepts and, therefore, suitable for the objective of the present study, which a systematic review would be unable to achieve given its main focus of developing practices and policies based on best evidence77 Peters, MDJ et al. Chapter 11: Scoping reviews. In: Aromataris E, Munn Z (Editors). JBI Manual for Evidence Synthesis [Internet]. 2020 [cited 2021 sep 22]. Disponível em: https://synthesismanual.jbi.global.. An a priori protocol was developed, providing a plan for the scoping review and predefining objectives and methods, while allowing for transparency of the process, as outlined in the JBI Manual for Evidence Synthesis”77 Peters, MDJ et al. Chapter 11: Scoping reviews. In: Aromataris E, Munn Z (Editors). JBI Manual for Evidence Synthesis [Internet]. 2020 [cited 2021 sep 22]. Disponível em: https://synthesismanual.jbi.global.. The resultant protocol was registered with the Open Science Framework platform at https://osf.io/btm7e, DOI: 10.17605/OSF.IO/BTM7E.

The review encompassed the 9 steps defined by the JBI: 1- definition and alignment of objectives and research questions; 2- development and alignment of inclusion criteria with the objectives and questions; 3- description of approach for search of evidence, selection, data extraction and presentation of evidence; 4- search for evidence; 5-selection of evidence; 6- extraction of evidence; 7- analyses of evidence; 8- presentation of results; and 9- summary of evidence with respect to the review objective, conclusion and potential implications of the findings66 Longaray AA, Castelli TM. Avaliação do desempenho do uso da tecnologia da informação na saúde: revisão sistemática da literatura sobre o tema. Ciênc. saúde coletiva [Internet], 2020 [cited 2021 apr 28]; 25 (11): 4327-38. Disponível em: http://www.scielo.br/scielo.php?script=sci_arttext&pid=S1413-81232020001104327&lng=pt&nrm=iso..

The studies included were selected based on the PCC (Population, Concept and Context) strategy, whereby the Population was older people (age ≥ 60 years), the Concept was “multidimensional/comprehensive assessment” and the Context “primary care”. Studies not meeting the selection criteria, not containing data related to the scenario investigated or that failed to address the concept and context were excluded.

The population of older people was defined as individuals aged 60 years or older88 Brasil. Lei no 10.741, de 1º de outubro de 2003. Dispõe sobre o Estatuto do idoso e dá outras providências [Internet]. Brasília; 2003 [cited 2021 sep 20]. Disponível em: http://www.planalto.gov.br/ccivil_03/leis/2003/l10.741compilado.htm.
http://www.planalto.gov.br/ccivil_03/lei...
, of both genders, and of all races, colors and ethnicities.

The concept of Multidimensional/Comprehensive Assessment was defined as the diagnostic process used to assess the health of older individuals, providing a broad holistic understanding of the person´s health by evaluating multiple dimensions to structure and organize care33 Moraes EN. Atenção à saúde do idoso: aspectos conceituais [Internet]. Brasília: Organização Pan-Americana de Saúde; 2012 [cited 2021 sep. 20]. Disponível em: http://apsredes.org/pdf/Saude-do-Idoso-WEB1.pdf.
http://apsredes.org/pdf/Saude-do-Idoso-W...
. This confers a favorable prognosis for the aging process, derived based on the actual needs of the individual and those areas most impaired which may impact functioning44 Brasil. Ministério da Saúde. Secretaria de Atenção à Saúde Departamento de Ações Programáticas e Estratégicas. Orientações técnicas para a implementação de linha de cuidado para atenção integral à saúde da pessoa idosa no sistema único de saúde – SUS [Internet]. Brasília: Ministério da Saúde; 2018 [cited 2021 sep 20]. Disponível em: https://bvsms.saude.gov.br/bvs/publicacoes/linha_cuidado_atencao_pessoa_idosa.pdf.
https://bvsms.saude.gov.br/bvs/publicaco...
.

Studies on CGA conducted in primary care, defined as the first level of care in coordinated health systems, the center of liaison between all points of care and where the CGA must initially take place44 Brasil. Ministério da Saúde. Secretaria de Atenção à Saúde Departamento de Ações Programáticas e Estratégicas. Orientações técnicas para a implementação de linha de cuidado para atenção integral à saúde da pessoa idosa no sistema único de saúde – SUS [Internet]. Brasília: Ministério da Saúde; 2018 [cited 2021 sep 20]. Disponível em: https://bvsms.saude.gov.br/bvs/publicacoes/linha_cuidado_atencao_pessoa_idosa.pdf.
https://bvsms.saude.gov.br/bvs/publicaco...
.

The search for publications was carried out by the lead author on the databases Web of Science; Scopus; Medical Literature Analysis and Retrieval System Online (MEDLINE) and Literatura Latino-Americana de Informação Bibliografia (LILACS) via the Biblioteca Virtual em Saúde (BVS) – Virtual Health Library. The full search strategy in English, as applied to one of the databases, is shown in Chart 1. The searches were adapted for Spanish and Portuguese and for the other databases used.

Chart 1
Search strategy for databases. Juiz de Fora, Minas Gerais, Brazil, 2022.

Eligible study designs included experimental and quasi-experimental (randomized and non-randomized controlled trials, before-and-after type studies and interrupted time series studies); analytical observational studies (prospective and retrospective cohort studies, case-control and cross-sectional analytical studies); descriptive observational studies (case series, individual case reports and descriptive cross-sectional studies); qualitative studies; documents from national and international governmental bodies and reviews which met the objectives of the present study. Case reports, research projects and protocols, educational materials, academic work (end-of-course reports, dissertations and theses), course materials and presentations at events were not considered in the search. No restrictions regarding language or publication date were imposed. However, for the purposes of data analysis planning, the study selection process took place between 9th August and 25th October 2021.

In this stage, many studies investigating the development/validation/transcultural adaptation of individual scales used in CGA for a specific domain were found. These studies were not selected because they did not address the applicability of the instruments in the practice of CGA within primary care and, hence, made no contribution to the objective of the review. Research protocols and projects were also not included because they did not report consolidated information on the topic of interest.

The references were pooled and transferred to an electronic spreadsheet, where duplicated titles were removed. Titles and abstracts were read in order to select studies that met the inclusion criteria of the study. The selected articles were then read in full by 2 independent reviewers with any differences between them settled by consensus. Using the resultant list of articles for review, the authors extracted the parameters of interest from the publications: study title, journal name, country, study design, publication year, and quality of evidence, categorized as per the recommendations of the Agency for Healthcare Research and Quality (AHRQ)99 Agency for Healthcare Research and Quality (AHRQ). Quality Improvement and monitoring at your fingertips. Rockville: Agency for Healthcare Research and Quality; 2016..

The process of article selection for inclusion in the review is depicted using the PRISMA-ScR flow diagram, extension for Scoping Review 77 Peters, MDJ et al. Chapter 11: Scoping reviews. In: Aromataris E, Munn Z (Editors). JBI Manual for Evidence Synthesis [Internet]. 2020 [cited 2021 sep 22]. Disponível em: https://synthesismanual.jbi.global. (Figure 1).

Figure 1
PRISMA-ScR flow diagram of process of article selection for review. Juiz de Fora, Minas Gerais state, Brazil, 2022.

RESULTS

The search of the databases led to the retrieval of 11,096 potentially eligible studies (BVS = 10,945; PROSPERO = 4; Scopus = 91; and Web of Science = 56) (Figure 1). The LILACS, BDENF and MEDLINE databases were accessed via the Biblioteca Virtual em Saúde (Virtual Health Library). In total, 9,077 duplicate studies were removed. Of the 2,019 studies eligible for screening of titles and abstracts, 30 were selected for reading in full. Of this group of articles, 11 were subsequently excluded: 1 for being an experience report, 3 due to inability to access the full text, 3 for being a research project or protocol, 1 because the article was an experience report and 3 for being educational materials. The final sample comprised 17 academic articles and 2 documents produced by the Brazilian government.

For language of publication, most of the studies reviewed were in English (n=13), 3 in Spanish and 3 in Portuguese. Regarding methodology design, most studies were cross-sectional (n = 7), followed by reviews (n=4), Brazilian government documents (n=2), longitudinal studies (n=1), case reports (n=1) and a continued medical education article (n=1). The studies reviewed were published between 1991 and 2021. The characteristics of the studies reviewed are outlined in Table 1.

Table 1
Studies reviewed according to title, journal, country, design and year. Juiz de Fora, Minas Gerais state, Brazil, 2022.

The results of the thematic analysis of the publications are given in Table 2 and were categorized under dimensions of the CGA, measuring instruments, tools, scales or tests used for each of the dimensions, ways the CGA can be applied in primary care, and relevant findings on the practice of CGA.

Table 2
Thematic categories extracted from publications. Juiz de Fora, Minas Gerais state, Brazil, 2022.

DISCUSSION

This scoping review identified 19 studies addressing CGA in primary care settings. The studies retrieved were heterogeneous, as evidenced by the range of different designs. With regard to quality of evidence, categorized according the AHRQ9 into 6 levels, where 1 indicates high quality and 6 low quality level, one study (systematic review) had a maximum level of evidence, while 3 (clinical trials) had high quality of evidence.

Some studies were observational in nature, entailing application of 1 or more existing instruments to a local population in order to analyze efficacy1111 Pavón IL, Bartrolí MR, Pérez BI, Gil LG, Molinet PR, Parrón MF. Aplicación de un protocolo de valoración geriátrica en atención primaria: comparación con los datos de la historia clínica. Aten Primaria [Internet]. 2000 [cited 2022 apr 04];25(9):630-633. Disponível em: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7681494/.,1818 Brotons C, Monteserín R, Martínez M, Sellarès J, Baulies A, Fornasini M. Evaluación de la efectividad de un instrumento para identificar problemas sociales y sanitarios en la población anciana adscrita a un centro de atención primaria. Aten Primaria [Internet]. 2005 [cited 2022 apr 05];36(6):317-23. Disponível em: https://www.elsevier.es/pt-revista-atencion-primaria-27-articulo-evaluacion-efectividad-un-instrumento-identificar-13079866.,2020 Piolanti, A, Gostoli, S, Gervasi, J, Sonino, N, & Guidi, J. A Trial Integrating Different Methods to Assess Psychosocial Problems in Primary Care. Psychotherapy and Psychosomatics [Internet]. 2019 [cited 2022 sep 06 ]; 88(1): 30–36. Disponível em: https://doi.org/10.1159/000496477.
https://doi.org/10.1159/000496477...
,2323 van Hout HP, Nijpels G, van Marwijk, HW, Jansen, AP, Van't Veer, PJ, Tybout W, Stalman, WA. Design and pilot results of a single blind randomized controlled trial of systematic demand-led home visits by nurses to frail elderly persons in primary care. BMC geriatrics [Internet]. 2005 [cited 2022 sep 06];5, 11. Disponível em: https://doi.org/10.1186/1471-2318-5-11.
https://doi.org/10.1186/1471-2318-5-11...
,2828 Hébert R, Robichaud L, Roy PM, Bravo G, Voyer L. Efficacy of a nurse-led multidimensional preventive programme for older people at risk of functional decline. A randomized controlled trial. Age and ageing [Internet]. 2001 [cited 2022 sep 06]; 30(2): 147–153. Disponível em: https://doi.org/10.1093/ageing/30.2.147.
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, content1313 Lino VTS, Portela MC, Camacho LAB, Rodrigues NCP, Andrade MKN, O’Dwyer G. Rastreamento de problemas de idosos na atenção primária e proposta de roteiro de triagem com uma abordagem multidimensional. Cadernos de Saúde Pública [Internet]. 2016 [cited 2022 apr 05];32(7):1-12. Disponível em: https://www.scielo.br/j/csp/a/RbMjMrPjTwRzHjC984PCYxj/abstract/?lang=pt., perform adaptation/validation1414 Dios-Quiroga F, Soliño-Lourindo S, Pallas-Queijo C, González-Formoso C, Constenla-Castro A, Conde-Freire S, Clavería A. Multidimensional geriatric assessment with MAGIC questionnaire and quality of life in elderly primary care patients. Int J Environ Res Public Health [Internet]. 2020 [cited 2022 apr 05];17(19):7089. Disponível em: https://pubmed.ncbi.nlm.nih.gov/32998200/.,1515 Saraiva MD, Venys AL, Abdalla FLP, Fernandes MS, Pisoli PH, Sousa DMRV et al. AMPI-AB validity and reliability: a multidimensional tool in resource-limited primary care settings. BMC Geriatr [Internet]. 2020 [cited 2022 apr 05]; 20 (124). Disponível em: https://bmcgeriatr.biomedcentral.com/articles/10.1186/s12877-020-01508-9., determine the cause-effect relationship2121 Račić, M, Petković, N, Bogićević, K, Marić, I, Matović, J, Pejović, V, et al. Comprehensive geriatric assessment: comparison of elderly hemodialysis patients and primary care patients. Renal failure [Internet]. 2015 [cited 2022 sep 06]; 37(7): 1126–1131. Disponível em: https://doi.org/10.3109/0886022X.2015.1057459.
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, and promote development of an instrument2525 Tai CJ, Yang YH, Huang CY, Pan SC, Hsiao YH, Tseng TG, Lee MC. Development of the Brief Geriatric Assessment for the General Practitioner. The journal of nutrition, health & aging [Internet]. 2021 [cited 2022 sep 06]; 25(1): 134–140. Disponível em: https://doi.org/10.1007/s12603-020-1456-7.
https://doi.org/10.1007/s12603-020-1456-...
. Other studies involved collection and analysis of secondary data, reporting information from literature reviews on the topic and/or employing a technical appoach1010 Garrard JW, Cox NJ, Dodds RM, Roberts HC, Sayer AA. Comprehensive geriatric assessment in primary care: a systematic review. Aging Clin Exp Res [Internet]. 2020 [cited 2022 apr 05]; 32(2):197-205. Disponível em: https://pubmed.ncbi.nlm.nih.gov/30968287/.,1212 Moraes EN, Pereira AMVB, Azevedo RS, Moraes FL. Avaliação multidimensional do idoso [Internet]. Curitiba: Secretaria de Estado da Saúde do Paraná; 2018 [cited on 2022 apr 05]. Disponível em: https://www.saude.pr.gov.br/sites/default/arquivos_restritos/files/documento/2020-04/avaliacaomultiddoidoso_2018_atualiz.pdf.,1616 Prefeitura da cidade de São Paulo. Manual avaliação multidimensional da pessoa idosa na atenção básica - AMPI-AB. São Paulo: Secretaria Municipal de Saúde [Internet]. 2021 [cited 2021 apr 05]. Disponível em: https://www.prefeitura.sp.gov.br/cidade/secretarias/upload/saude/MANUAL_AMPI_AB_AT. UALIZAO_2021.pdf.,1717 Munoz Silva CA, Rojas Orellana PA, Marzuca-Nassr GN. Criterios de valoración geriátrica integral en adultos mayores con dependencia moderada y severa en Centros de Atención Primaria en Chile. Rev. méd. Chile [Internet]. 2015 [cited 2022 apr 05];143(5): 612-618. Disponível em: http://www.scielo.cl/scielo.php?script=sci_arttext&pid=S0034-98872015000500009&lng=es&nrm=iso.,1919 Tran, HPT, Leonard, SD. Geriatric assessment for primary care providers. Prim Care [Internet]. 2017 [cited 2022 apr 05];44(3):399-411. Disponível em: https://pubmed.ncbi.nlm.nih.gov/28797368/.,2424 Chen, CY, Gan P, How CH. Approach to frailty in the elderly in primary care and the community. Singapore medical jornal [Internet]. 2018 [cited 2022 sep 06]; 59(5): 240–245. Disponível em: https://doi.org/10.11622/smedj.2018052.
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,2626 Adja K, Lenzi J, Sezgin D, O'Caoimh R, Morini M, Damiani G, Buja A, Fantini MP. The Importance of Taking a Patient-Centered, Community-Based Approach to Preventing and Managing Frailty: A Public Health Perspective. Frontiers in public health [Internet]. 2020 [cited 2022 sep 06]; 8, 599170. Disponível em: https://doi.org/10.3389/fpubh.2020.599170.
https://doi.org/10.3389/fpubh.2020.59917...
.

The dividing of CGA into 3 dimensions (clinical, psychological and functional) is a framework adopted by national and international bodies33 Moraes EN. Atenção à saúde do idoso: aspectos conceituais [Internet]. Brasília: Organização Pan-Americana de Saúde; 2012 [cited 2021 sep. 20]. Disponível em: http://apsredes.org/pdf/Saude-do-Idoso-WEB1.pdf.
http://apsredes.org/pdf/Saude-do-Idoso-W...
,44 Brasil. Ministério da Saúde. Secretaria de Atenção à Saúde Departamento de Ações Programáticas e Estratégicas. Orientações técnicas para a implementação de linha de cuidado para atenção integral à saúde da pessoa idosa no sistema único de saúde – SUS [Internet]. Brasília: Ministério da Saúde; 2018 [cited 2021 sep 20]. Disponível em: https://bvsms.saude.gov.br/bvs/publicacoes/linha_cuidado_atencao_pessoa_idosa.pdf.
https://bvsms.saude.gov.br/bvs/publicaco...
and seen in several of the studies reviewed1212 Moraes EN, Pereira AMVB, Azevedo RS, Moraes FL. Avaliação multidimensional do idoso [Internet]. Curitiba: Secretaria de Estado da Saúde do Paraná; 2018 [cited on 2022 apr 05]. Disponível em: https://www.saude.pr.gov.br/sites/default/arquivos_restritos/files/documento/2020-04/avaliacaomultiddoidoso_2018_atualiz.pdf.,1414 Dios-Quiroga F, Soliño-Lourindo S, Pallas-Queijo C, González-Formoso C, Constenla-Castro A, Conde-Freire S, Clavería A. Multidimensional geriatric assessment with MAGIC questionnaire and quality of life in elderly primary care patients. Int J Environ Res Public Health [Internet]. 2020 [cited 2022 apr 05];17(19):7089. Disponível em: https://pubmed.ncbi.nlm.nih.gov/32998200/.,1616 Prefeitura da cidade de São Paulo. Manual avaliação multidimensional da pessoa idosa na atenção básica - AMPI-AB. São Paulo: Secretaria Municipal de Saúde [Internet]. 2021 [cited 2021 apr 05]. Disponível em: https://www.prefeitura.sp.gov.br/cidade/secretarias/upload/saude/MANUAL_AMPI_AB_AT. UALIZAO_2021.pdf.,1919 Tran, HPT, Leonard, SD. Geriatric assessment for primary care providers. Prim Care [Internet]. 2017 [cited 2022 apr 05];44(3):399-411. Disponível em: https://pubmed.ncbi.nlm.nih.gov/28797368/.. A number of domains comprising each dimension were extensively cited in the studies, namely: screening for hearing and vision deficits, assessment of presence of urinary or fecal incontinence, use of medications or presence of polypharmacy, history of falls, geriatric depression scale, ADL and IADL scales, BMI, grasp, handgrip and pinch tests, considered important components of multidimensional assessment tailored for the older population.

A systematic review study described the CGA models implemented in primary care, the results reported, as well as the acceptability of the intervention compared to the existing care model. The review concluded, based on the 4 articles analyzed, that the potential benefits of implementing CGA included cost effectiveness, greater adherence to medications and lower rates of hospital admission1010 Garrard JW, Cox NJ, Dodds RM, Roberts HC, Sayer AA. Comprehensive geriatric assessment in primary care: a systematic review. Aging Clin Exp Res [Internet]. 2020 [cited 2022 apr 05]; 32(2):197-205. Disponível em: https://pubmed.ncbi.nlm.nih.gov/30968287/.. Another aspect was that CGA has a greater ability to detect geriatric problems compared to other methods of assessment, suggesting its potential use for consultations involving the older population within primary care1111 Pavón IL, Bartrolí MR, Pérez BI, Gil LG, Molinet PR, Parrón MF. Aplicación de un protocolo de valoración geriátrica en atención primaria: comparación con los datos de la historia clínica. Aten Primaria [Internet]. 2000 [cited 2022 apr 04];25(9):630-633. Disponível em: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7681494/.,2121 Račić, M, Petković, N, Bogićević, K, Marić, I, Matović, J, Pejović, V, et al. Comprehensive geriatric assessment: comparison of elderly hemodialysis patients and primary care patients. Renal failure [Internet]. 2015 [cited 2022 sep 06]; 37(7): 1126–1131. Disponível em: https://doi.org/10.3109/0886022X.2015.1057459.
https://doi.org/10.3109/0886022X.2015.10...
.

National and international societies recommend the use of instruments which take into account the multidimensional nature of older people1313 Lino VTS, Portela MC, Camacho LAB, Rodrigues NCP, Andrade MKN, O’Dwyer G. Rastreamento de problemas de idosos na atenção primária e proposta de roteiro de triagem com uma abordagem multidimensional. Cadernos de Saúde Pública [Internet]. 2016 [cited 2022 apr 05];32(7):1-12. Disponível em: https://www.scielo.br/j/csp/a/RbMjMrPjTwRzHjC984PCYxj/abstract/?lang=pt.. However, there are reports of difficulties incorporating CGA into routine practice of professionals in primary care2121 Račić, M, Petković, N, Bogićević, K, Marić, I, Matović, J, Pejović, V, et al. Comprehensive geriatric assessment: comparison of elderly hemodialysis patients and primary care patients. Renal failure [Internet]. 2015 [cited 2022 sep 06]; 37(7): 1126–1131. Disponível em: https://doi.org/10.3109/0886022X.2015.1057459.
https://doi.org/10.3109/0886022X.2015.10...
,2525 Tai CJ, Yang YH, Huang CY, Pan SC, Hsiao YH, Tseng TG, Lee MC. Development of the Brief Geriatric Assessment for the General Practitioner. The journal of nutrition, health & aging [Internet]. 2021 [cited 2022 sep 06]; 25(1): 134–140. Disponível em: https://doi.org/10.1007/s12603-020-1456-7.
https://doi.org/10.1007/s12603-020-1456-...
, with issues such as poor cost-benefit, long application times, a lack of qualified Geriatrics and Gerontology specialists, and high service demand at this point of care. Thus, strategies have been adopted to cater for the health demands of older people across multiple dimensions1212 Moraes EN, Pereira AMVB, Azevedo RS, Moraes FL. Avaliação multidimensional do idoso [Internet]. Curitiba: Secretaria de Estado da Saúde do Paraná; 2018 [cited on 2022 apr 05]. Disponível em: https://www.saude.pr.gov.br/sites/default/arquivos_restritos/files/documento/2020-04/avaliacaomultiddoidoso_2018_atualiz.pdf.,1313 Lino VTS, Portela MC, Camacho LAB, Rodrigues NCP, Andrade MKN, O’Dwyer G. Rastreamento de problemas de idosos na atenção primária e proposta de roteiro de triagem com uma abordagem multidimensional. Cadernos de Saúde Pública [Internet]. 2016 [cited 2022 apr 05];32(7):1-12. Disponível em: https://www.scielo.br/j/csp/a/RbMjMrPjTwRzHjC984PCYxj/abstract/?lang=pt., such as the use of rapid screening and assessment instruments and strategies2222 Fletcher AE, Price GM, Ng ES, Stirling SL, Bulpitt CJ, Breeze E, et al. Population-based multidimensional assessment of older people in UK general practice: a cluster-randomised factorial trial. Lancet (London, England) [Internet]. 2004 [cited 2022 sep 06];364(9446): 1667–1677. Disponível em: https://doi.org/10.1016/S0140-6736(04)17353-4.
https://doi.org/10.1016/S0140-6736(...
,2424 Chen, CY, Gan P, How CH. Approach to frailty in the elderly in primary care and the community. Singapore medical jornal [Internet]. 2018 [cited 2022 sep 06]; 59(5): 240–245. Disponível em: https://doi.org/10.11622/smedj.2018052.
https://doi.org/10.11622/smedj.2018052...
.

In Brazil, studies have been conducted to propose effective models for performing CGA within primary health. One study1313 Lino VTS, Portela MC, Camacho LAB, Rodrigues NCP, Andrade MKN, O’Dwyer G. Rastreamento de problemas de idosos na atenção primária e proposta de roteiro de triagem com uma abordagem multidimensional. Cadernos de Saúde Pública [Internet]. 2016 [cited 2022 apr 05];32(7):1-12. Disponível em: https://www.scielo.br/j/csp/a/RbMjMrPjTwRzHjC984PCYxj/abstract/?lang=pt. developed a screening script called RAPIDO - Rastreamento de Problemas de Idosos (Screening of Geriatric Problems), providing an objective assessment based on validated instruments already in use containing a total of 12 elements. The RAPIDO takes, on average, 16 minutes for any trained team member to apply.

From the international literature, the MAGIC questionnaire was identified. This instrument was developed by clinicians in English and is designed to provide a brief viable assessment for use in primary care practice. One study reported the translation and adaptation of the tool into Spanish1414 Dios-Quiroga F, Soliño-Lourindo S, Pallas-Queijo C, González-Formoso C, Constenla-Castro A, Conde-Freire S, Clavería A. Multidimensional geriatric assessment with MAGIC questionnaire and quality of life in elderly primary care patients. Int J Environ Res Public Health [Internet]. 2020 [cited 2022 apr 05];17(19):7089. Disponível em: https://pubmed.ncbi.nlm.nih.gov/32998200/..

Four studies were found on the deployment of information technology as support for application of CGA and management of data gathered. Of these articles, 3 described the use of postal-based screening to identify more frail older individuals indicated for geriatric assessment. These measures produced positive results, albeit with greater data loss1818 Brotons C, Monteserín R, Martínez M, Sellarès J, Baulies A, Fornasini M. Evaluación de la efectividad de un instrumento para identificar problemas sociales y sanitarios en la población anciana adscrita a un centro de atención primaria. Aten Primaria [Internet]. 2005 [cited 2022 apr 05];36(6):317-23. Disponível em: https://www.elsevier.es/pt-revista-atencion-primaria-27-articulo-evaluacion-efectividad-un-instrumento-identificar-13079866. and incomplete responses2323 van Hout HP, Nijpels G, van Marwijk, HW, Jansen, AP, Van't Veer, PJ, Tybout W, Stalman, WA. Design and pilot results of a single blind randomized controlled trial of systematic demand-led home visits by nurses to frail elderly persons in primary care. BMC geriatrics [Internet]. 2005 [cited 2022 sep 06];5, 11. Disponível em: https://doi.org/10.1186/1471-2318-5-11.
https://doi.org/10.1186/1471-2318-5-11...
. In addition, the manual for use of the AMPI-AB primary care CGA instructs professionals to register the data on the information system in place for later export to the Brazilian National Health System Ambulatory Information System (SIASUS) under the registered code1616 Prefeitura da cidade de São Paulo. Manual avaliação multidimensional da pessoa idosa na atenção básica - AMPI-AB. São Paulo: Secretaria Municipal de Saúde [Internet]. 2021 [cited 2021 apr 05]. Disponível em: https://www.prefeitura.sp.gov.br/cidade/secretarias/upload/saude/MANUAL_AMPI_AB_AT. UALIZAO_2021.pdf..

Identifying gaps in the literature, one of the objectives of this scoping review, indicates the needs for futures studies and identifies fertile areas for furthering research on the topic. Most of the studies failed to specify whether information technology or available resources were used to support the application of CGA in primary care and management of information. The studies centered on assessment instruments, without exploring integration with information systems, and there is a dearth of scientific publications in the literature on the management of care of this population group using comprehensive assessment.

The present study has some limitations, such as the fact that most publications were cross-sectional, involving experiences with CGA over predefined time periods as opposed to long-term follow-up.

CONCLUSION

Mapping the scientific output on the topic revealed that the available studies were heterogeneous, predominantly observational, and investigated the local application of multidimensional instruments to the older population. This review found tools which were devised based on several existing instruments. Strategies to cater for older people in a rapid feasible manner are needed, given that incorporation of CGA into routine practice within primary care proved difficult. Specific domains were commonly present in the instruments, considered important for providing a comprehensive assessment tailored for the older population.

Further studies elucidating CGA in primary care should be conducted to allow programs to be executed in a more rapid effective manner and data managed in an integrated fashion by systems for monitoring the health of older people from a given region, thereby facilitating the devising of strategies to meet emerging demands. To this end, information technology can be useful in supporting the implementation of CGA.

  • The authors declare no conflict in the conception of this work.

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Edited by

Edited by: Marquiony Marques dos Santos

Publication Dates

  • Publication in this collection
    08 Sept 2023
  • Date of issue
    2023

History

  • Received
    02 Mar 2023
  • Accepted
    16 June 2023
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