Aging in Place A Concierge Model of Care

Aging in Place: A Concierge Model of Care Debbie Covington, Vice President, Planning & Allocations November 2019 © 2019 Jewish United Fund. All Rights Reserved. 1

FY 19 Older Adult System Outcomes 3, 700 older adults participated in wellness activities, up 70% over the prior year. Physical Health & Wellness • Improved or maintained personal health 2 • Increased wellness • Improved care-partner relationships • Reduced caregiver burden Social Connection • Increased connection to friends and community • Reduced isolation Basic Needs 4, 500 older adults gained or maintained public benefits, up 80% over the prior year. • • © 2019 Jewish United Fund. All Rights Reserved. Independence Essential transportation Financial services Public benefits Employment Affordable housing Consistent food Legal assistance Healthcare provision Access to Healthcare Services: • Medical • Mental Health • Prescriptions • Dental • Health Screenings • Skilled Nursing • Dementia Care • Short-term Rehabilitation • Assisted Living with Memory Care 3 out of 4 older adults increased connection to friends and community. • Maintained independence in least restrictive environment • Transitioned to appropriate level of care Older Adults 1 Mental Health • Increased coping skills • Improved functioning • Reduced symptoms Over 2, 000 older adults remained stable in the community, up 16% over the prior year. Enrichment & Engagement • Engaged in Jewish programming, secular enrichment, or programming for those with cognitive decline • Increased knowledge/skills 1 Older Jewish Engagement is the one area where the entire Cohort provides support. 9, 400 older adults were engaged, up 13% over the prior year. Adults are defined as individuals ages 55 and older based on program eligibility criteria. 2 For many older adults, health related outcomes may be to delay decline as appropriate rather than to improve. 2

� Evolution of Care State Funded Program • 265 clients served • Medicaid eligible • 20% Jewish Holocaust Survivor Program • 1, 766 clients receive ongoing service/support. • $8. 1 M in emergency and on-going assistance provided. © 2019 Jewish United Fund. All Rights Reserved. NEW: CJE Senior. Life Care Management • 255+ near poor clients served (69% Jewish) • 30 clients also receive inhome care support • 210 community members received free consultations 3

CJE Senior. Life - Care Management © 2019 Jewish United Fund. All Rights Reserved. 4

A Concierge Model: Person-Centered. Holistic. Flexible. • No barrier entry • In-home assessment • Development of Care Plans • Service Advocacy • Connection to Additional Services and Supports • Emergency Financial Assistance • Personal Care Assistance © 2019 Jewish United Fund. All Rights Reserved. 100% of client survey respondents indicated the services helped them improve their situation 5

Lessons Learned 1. 2. Short-Term Triage Care Management in/home care 90% need/receive care for at least 7 months 3. Primary need would be Housing affordability and mental health 4. Agency concern with provision of Free CM assessment Staff Morale 46% of new clients served in the year entered in the two months While not measured, buildout of this program has after free consultations were launched. been incredibly motivating for the staff © 2019 Jewish United Fund. All Rights Reserved. 6

What Worked? • Shared language and commitment to measurable outcomes for continuous quality improvement • Integration of Planning & Allocations, Legacies & Endowment, Campaign, and Agency Efforts • Identified niche of unmet need in the Jewish community (not poor enough for Medicaid, but too poor to purchase services privately) • Built-in flexibility to incorporate lessons learned along the way • Long-term commitment to determine appropriate scale © 2019 Jewish United Fund. All Rights Reserved. 7

Thank You © 2019 Jewish United Fund. All Rights Reserved. 8