Multi-dimensional Assessments

Appraisal of Caregiving

  • Measures the extent to which caregivers experience caregiving as a threat or harm to important life goals and financial security; as providing an opportunity for personal growth, challenge, or strengthening of a relationship; and as a problem that either could be changed or must be accepted.
  • 7 items for threat (7-point scale)
  • 3 items for challenge (7-point scale)
  • 2 items for controllability (7-point scale)
  • Folkman, S., & Lazarus, R. S. (1980). An analysis of coping in a middle-aged community sample. Journal of Health and Social Behavior, 21, 219-225.

Aspects of the Caregiving Role

  • Measures various aspects of the caregiving role including finances, health, independence, caregiver respect and recognition, personal and emotional life, and life as a whole.
  • Life satisfaction (6 items measured on a 5-point scale)
  • Positive and negative affect scale (20 items)
  • Health (5 items)
  • Social support (7 items measured on a 5-point scale)
  • Overload (3 items measured on a 5-point scale)
  • Family environment (6 items measured on a 3-point scale)
  • Satisfaction (6 items measured on a 5-point scale)
  • Resentment (5 items measured on a 5-point scale)
  • Anger (4 items measured on a 5-point scale)
  • Schofield, H. L., Murphy, B., Herrman, H. E., Bloch, S., & Singh, B. (1997). Family caregiving: Measurement of emotional well-being and various aspects of the caregiving role. Psychological Medicine, 27, 647-657.

Bakas Caregiving Outcomes Scale

  • Measures life changes resulting from caregiving in relation to emotional well-being, ability to cope with stress, self-esteem, relationship with friends and family, physical health, time for social activities, future outlook, and relationship with care recipient.
  • 10 items (7-point scale)
  • Bakas, T., & Champion, V. (1999). Development and psychometric testing of the Bakas caregiving outcomes scale. Nursing Research, 48(5), 250-259.

California Caregiver Uniform Assessment Tool

CARE Tool (Long and Short Versions)

Caregiver Appraisal Measure

  • Measures various aspects of caregiving including subjective caregiving burden, impact of caregiving, caregiving satisfaction, caregiving/mastery, and caregiving ideology.
  • Subjective caregiving burden (13 items measured on a 5-point scale)
  • Impact of caregiving (9-items measured on a 5-point scale)
  • Caregiving satisfaction (9 items measured on a 5-point scale)
  • Caregiving/master (12 items measured on a 5-point scale)
  • Caregiving ideology (4 items measured on a 5-point scale)
  • Lawton, M. P., M. H. Kleban, et al. (1989). Measuring caregiving appraisal. Journal of Gerontology: Psychological Sciences, 44, 61-71.

Caregiver Risk Screen

  • Measures whether a caregiver is at risk and the level of urgency required for intervention. To be used by home care agencies at intake.
  • 12 items (4-point scale)
  • http://www.msvu.ca/site/media/msvu/CRS%20%20English%20WATERMARK.pdf
  • Guberman, N., Keefe, J., Fancey, P., Nahmiash, N., & Barylak, L. (2001). Screening and assessment tools for informal caregivers: Identifying services to meet the needs of these potential clients. Rehab and Community Care Management, Spring, 24-26.

Caregiver Reaction Assessment

  • Measures the reactions of caregivers providing care to elderly care recipients with a variety of illnesses.  Focuses on 5 domains: caregiver esteem, lack of family support, impact on finances, impact on schedule, and impact on health.
  • Disrupted schedule (5 items measured on 5-point scale)
  • Financial problems (3 items measured on a 5-point scale)
  • Lack of family support (5 items measured on a 5-point scale)
  • Health problems (4 items measured on a 5-point scale)
  • Caregiver esteem (7 items measured on a 5-point scale)
  • 24 items (5-point scale)
  • Given, C. W., Given, B., Stommel, M., Collins, C., King, S., & Franklin, S. (1992). The caregiver reaction assessment (CRA) for caregivers to persons with chronic physical and mental impairment. Research in Nursing and Health, 15(271-283).

Caregiver Risk Screen

  • Measures whether a caregiver is at risk and the level of urgency required for intervention. To be used by home care agencies at intake.
  • 12 items (4-point scale)
  • http://www.msvu.ca/site/media/msvu/CRS%20%20English%20WATERMARK.pdf
  • Guberman, N., Keefe, J., Fancey, P., Nahmiash, N., & Barylak, L. (2001). Screening and assessment tools for informal caregivers: Identifying services to meet the needs of these potential clients. Rehab and Community Care Management, Spring, 24-26.

Caregiver Well-Being

  • Measures 4 domains related to caregiver well-being: physical health, mental health, financial resources, and social participation.
  • Physical health (2 items; frequency of physician visits and self-rated health)
  • Mental health (4 indicators)
  • Financial resources (2 items; household income and perceived financial status)
  • Social participation (7 items: number of visits, number of contacts, time, satisfaction)
  • George, L. K., & Gwyther, L. P. (1986). Caregiver well-being: A multidimensional examination of family caregivers of demented adults. The Gerontologist, 26, 253-259.

Family Caregiving Factors Inventory

  • Measures 4 domains related to caregiving: caregiving resources, caregiver self-expectations, caregiving task difficulty, and knowledge of the care recipient.
  • Caregiving resources (17 items measured on a 3-point scale)
  • Caregiver self-expectations (9 items measured on a 2-point scale)
  • Caregiving task difficulty (6 items scored from ‘very poor’ to ‘very well’)
  • Knowledge of the care recipient (10 items scored from ‘very poor’ to ‘very well’ )
  • Shyu, Y.-I. L. (2000). Development and testing of the Family Caregiving Factors Inventory for home health assessment in Taiwan. Journal of Advanced Nursing, 32(226-234).

Finding Meaning Through Caregiving Scale

  • Measures 3 domains related to the meaning of caregiving: loss\powerlessness, provisional meaning, and ultimate meaning.
  • Loss/powerlessness (19 items measured on a 5-point scale)
  • Provisional meaning (19 items measured on a 5-point scale)
  • Ultimate meaning (5 items measured on a 5-point scale)
  • Farran, C. J., Miller, B. H., Kaufman, J. E., Donner, E., & Fogg, L. (1991). Finding meaning through caregiving: Development of an instrument for family caregivers of persons with Alzheimer’s Disease. Journal of Clinical Psychology, 55, 1107-1125.

Mental Health Effects

  • Measures 3 domains related to the mental health of the caregiver; perceived burden, consequences of caregiving, and social change index.
  • Perceived burden (1 item measured on a 5-point scale)
  • Consequences of caring (17 items measured on a 5-point scale)
  • Social change index (13 items measured on a 5-point scale)
  • Pruchno, R. A., & Resch, N. L. (1989). Aberrant behaviors and Alzheimer’s disease: Mental health effects of spouse caregivers. Journal of Gerontology, 44, S177-S182.
  • Pruchno, R. A., & Resch, N. L. (1989). Mental health of caregiving spouses: Coping as mediator, moderator, or main effect? Psychology and Aging, 4, 454-463.

Sense of Competence Questionnaire

  • Measures 3 domains related to competency as a caregiver: satisfaction with care recipient, satisfaction with own performance, and caregiving consequences.
  • Satisfaction with care recipient as a recipient of care (7 items measured on a 4-point scale)
  • Satisfaction with one’s own performance (12 items measured on a 4-point scale)
  • Consequences of involvement in care for the personal life of the caregiver (8 items measured on a 4-point scale)
  • Scholte op Reimer, W. J. M., De Haan, R. J., Pijnenborg, J. M. A., Limberg, M., & Van den Bos, G. A. M. (1998). Assessment of burden in partners of stroke patients with the Sense of Competence Questionnaire. Stroke, 29, 373-379.

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