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开发一款支持痴呆症财务与法律规划的在线工具。

Development of an online tool to support financial and legal planning in dementia.

作者信息

Tessaro Irene, Hooper Sarah M, Watt Denise, Menestres David, Farrell David

机构信息

People Designs, Inc, 1304 Broad St., Durham, NC 27705, USA.

UC College of the Law San Francisco, 200 McAllister St., San Francisco, CA 94102, USA.

出版信息

PEC Innov. 2024 Jun 21;5:100312. doi: 10.1016/j.pecinn.2024.100312. eCollection 2024 Dec 15.

Abstract

OBJECTIVE

To develop, assess, and refine an online educational tool, Plan for Clarity, to support financial and legal planning in dementia.

METHODS

A Delphi mixed-method study with three rounds of anonymous review by lay and professional stakeholders was designed to reach consensus about the content of the online tool and explore the socio-cultural and behavioral factors that could affect access and use.

RESULTS

Consensus showed that the online tool covered key information, knowledge, and communication skills for financial and legal planning. Study themes: 1) the online tool had to be easy to navigate with relevant, easily understood information; 2) people with early signs of memory difficulties would be able to use the tool; 3) a referral from a trusted source is a primary way to facilitate access and use of the tool; and 4) discussions about financial and legal issues should be held early, ahead of barriers that can block discussion.

CONCLUSION

These data suggest this online tool is relevant and feasible for dementia care and support as well as aging more generally.

INNOVATION

Plan for Clarity is innovative as an evidence and theory-driven online education tool to address financial and legal planning for dementia care, particularly among underserved older adults.

摘要

目的

开发、评估并完善一款在线教育工具“清晰规划”,以支持痴呆症患者的财务和法律规划。

方法

开展了一项德尔菲混合方法研究,由非专业和专业利益相关者进行三轮匿名评审,旨在就在线工具的内容达成共识,并探讨可能影响获取和使用的社会文化及行为因素。

结果

达成的共识表明,该在线工具涵盖了财务和法律规划的关键信息、知识及沟通技巧。研究主题包括:1)在线工具必须易于操作,提供相关且易于理解的信息;2)有早期记忆困难迹象的人能够使用该工具;3)来自可靠来源的推荐是促进该工具获取和使用的主要方式;4)应尽早进行有关财务和法律问题的讨论,在可能阻碍讨论的障碍出现之前。

结论

这些数据表明,这款在线工具对于痴呆症护理及支持乃至更广泛的老龄化问题而言是相关且可行的。

创新之处

“清晰规划”作为一款基于证据和理论驱动的在线教育工具,用于解决痴呆症护理的财务和法律规划问题,尤其是在服务不足的老年人中,具有创新性。

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