Selecting A Geriatric Care Manager

The field of professional geriatric care management is relatively unregulated and many people without specialized training identify themselves as care managers, care coordinators or care advisors.  It is wise to screen candidates to ensure that you are working with a person qualified in this emerging profession.

Training, Education and Background:  Ask how long they have been a PGCM and if they are certified through the National Academy of Certified Care Managers, and whether they belong to the National Association of Professional Geriatric Care Managers, or any other professional associations specializing in geriatric care.

Responsiveness:  Ask if they use pagers, cell phones, an answering service or voice mail?  Ask about their agency’s size, hours and staff composition.  How are after-hours emergencies handled?  What are the back-up systems for covering vacations and days off?  Will you and your parent(s) work with one PGCM or several?

Scope of the Practice:  Do they specialize in assessments and care consultation only?  An assessment is a thorough review of the client’s physical, medical and mental status and financial resources, and serves as the basis for a comprehensive plan for the client.  Do they offer additional services (e.g., fiduciary services, bill paying, placement and relocation, transportation, etc.)? The PGCM’s practice and specialties need to meet you and your parent’s needs.  Do they require a sizeable up-front retainer?

Track Record and Reputation:   Ask for letters of reference or names of previous clients you may contact.  Are they active in professional associations?  Does the PGCM perform volunteer work?  Ask each candidate you interview if he or she is certified, and by whom.

Fees and Contracts:  Understand the PGCM’s billing rates and how charges are calculated.  Do they have a written service agreement that outlines the fee structure and practices?

Standards and Ethics:  Ask if they subscribe to a code of ethics or are guided by professional standards of practice.  Get a copy of the standards.  They should deal with the right to privacy, fiduciary responsibilities, full disclosure, fostering self-determination, fees, continuing education and professional relationships.  Ask how complaints are handled.

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