The Montgomery Borgatta Caregiver Burden Scale
The Montgomery Borgatta Caregiver Burden Scale
The Montgomery Borgatta Caregiver Burden Scale
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<strong>The</strong><br />
<strong>Montgomery</strong><br />
<strong>Borgatta</strong><br />
<strong>Caregiver</strong> <strong>Burden</strong><br />
<strong>Scale</strong>
CAREGIVING. . . . .<br />
"<strong>The</strong>re are only four kinds of people<br />
in the world - those who have been<br />
caregivers,<br />
those who currently are caregivers,<br />
those who will be caregivers,<br />
and those who will need caregivers."<br />
Former First Lady Rosalyn Carter
Burnout . . the complete<br />
drain of our physical,<br />
spiritual, and emotional<br />
reserves, occurs when a<br />
caregiver slips beyond<br />
exhaustion or depression.<br />
Source: <strong>The</strong> Comfort of Home, Maria M. Meyer with<br />
Paula Derr, RN.
Family caregivers are more<br />
frequently depressed (30%-90%),<br />
anxious and more likely to use<br />
psychotropic medications than the<br />
rest of the population. General<br />
practitioners, however, fail to<br />
diagnose 30% - 50% of depression<br />
cases, and even when they do<br />
properly diagnose depression, they<br />
often under treat it.<br />
Source: Zarit, S., Zarit, J., and Zarit A.<br />
Mental Disorders in Older Adults: Fundamentals of<br />
Assessment and Treatment,@ New York: <strong>The</strong> Guilford Press<br />
(1989). Goff, V.A. Depression: A Decade of Progress, More<br />
to Do@ (Issue Brief No. 786) National Health Policy Forum,<br />
George Washington University, Washington, DC (2002)
Case<br />
Management<br />
... Help and assistance for seniors and those<br />
w who care for them
County of Erie<br />
Department of Senior Services<br />
Return to Nancy Schneider via mail, fax (858-6048) or e-mail.<br />
CAREGIVER REFERRAL<br />
A packet will be sent to the caregiver, including:<br />
Letter of introduction with Case Manager’s Name and phone number<br />
“Are You a <strong>Caregiver</strong>” brochure<br />
“Tips For <strong>Caregiver</strong>s“ brochure<br />
<strong>Caregiver</strong> <strong>Burden</strong> Assessment and return envelope<br />
Health Guide Record Book<br />
Magnetic Pen<br />
<strong>Caregiver</strong> Name: ___________________________________________<br />
Street: __________________________________________________<br />
City:<br />
Zip: ____________________<br />
Client Name: ______________________________________________<br />
[ ] Client has dementia - include additional brochure<br />
[ ] <strong>Caregiver</strong> is a Long Distance <strong>Caregiver</strong> - include additional brochure<br />
I have met or spoken to the <strong>Caregiver</strong> and they know the packet is in the mail.<br />
[ ] Yes [ ] No<br />
Case Manager<br />
_________________________<br />
I&R or Cluster Name<br />
___________________________
<strong>Caregiver</strong> <strong>Burden</strong> Assessment<br />
Are you “burning out” Answer these questions and receive helpful information.<br />
Since you began caregiving, how has assisting or having contact with the person for whom you care<br />
affected the following aspects of your life<br />
Do you have:<br />
a lot less<br />
a little less<br />
the same<br />
a little more<br />
a lot more….<br />
a lot<br />
less<br />
a little<br />
less<br />
the<br />
same<br />
a little<br />
more<br />
a lot<br />
more<br />
… time to yourself<br />
… stress in your relationship with your<br />
relative<br />
…personal privacy<br />
… attempts by your relative to manipulate<br />
y you<br />
… time to spend in recreational activities<br />
… unreasonable requests made of you by your<br />
relative<br />
… tension in your life<br />
… vacation activities and trips<br />
… nervousness and depression concerning your<br />
relationship with your relative<br />
… feelings that you are being taken advantage<br />
o of by your relative<br />
… time to do your own work and daily chores<br />
… demands made by your relative that are<br />
over and above what s/he needs<br />
… anxiety about things<br />
… time for friends and other relatives<br />
Score:<br />
OB =<br />
( >23 – Services)<br />
SB=<br />
( >13.5 - Counseling)<br />
DB=<br />
( >15 - Info)
SCORING SHEET<br />
CAREGIVER BURDEN ASSESSMENT<br />
Line up transparency with assessment page, record line score in last column, add pink,<br />
blue and green categories separately and enter totals in corresponding Score Box.<br />
Since you began caregiving, how has assisting or having contact with the person for whom you care<br />
affected the following aspects of your life<br />
Do you have:<br />
a lot less<br />
a little less<br />
the same<br />
a little more<br />
a lot more….<br />
…time to yourself<br />
… stress in your relationship with your<br />
relative<br />
…personal privacy<br />
… attempts by your relative to manipulate you<br />
… time to spend in recreational activities<br />
… unreasonable requests made of you by your<br />
relative<br />
…tension in your life<br />
… vacation activities and trips<br />
… nervousness and depression concerning your<br />
relationship with your relative<br />
… feelings that you are being taken advantage<br />
of by your relative<br />
… time to do your own work and daily chores<br />
… demands made by your relative that are over<br />
and above what s/he needs<br />
… anxiety about things<br />
… time for friends and other relatives<br />
Score Boxes:<br />
a lot<br />
less<br />
5<br />
1<br />
5<br />
1<br />
5<br />
1<br />
1<br />
5<br />
1<br />
1<br />
5<br />
1<br />
1<br />
5<br />
a little<br />
less<br />
OB: SB: DB:<br />
4<br />
2<br />
4<br />
2<br />
4<br />
2<br />
2<br />
4<br />
2<br />
2<br />
4<br />
2<br />
2<br />
4<br />
the<br />
same<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
3<br />
a little<br />
more<br />
2<br />
4<br />
2<br />
4<br />
2<br />
4<br />
4<br />
2<br />
4<br />
4<br />
2<br />
4<br />
4<br />
2<br />
a lot<br />
more<br />
1<br />
5<br />
1<br />
5<br />
1<br />
5<br />
5<br />
1<br />
5<br />
5<br />
1<br />
5<br />
5<br />
1<br />
Score
Erie County Department of Senior Services<br />
<strong>Caregiver</strong> Resource Center<br />
95 Franklin St., Room 1301, Buffalo, NY 14202<br />
<strong>Caregiver</strong>: __________________________________________________<br />
<strong>Caregiver</strong> <strong>Burden</strong> Assessment<br />
Scoring Sheet<br />
Objective <strong>Burden</strong>: Is defined as how a caregiver feels that providing help and<br />
assistance disrupts the caregiver’s own life. <strong>The</strong> caregiver is likely to benefit from<br />
services that will lessen tasks or care responsibilities, such as in-home services or<br />
adult day programs.<br />
Scores range from 6 to 30. Scores above 23 could be viewed as quite high.<br />
Score:___________<br />
Subjective Stress <strong>Burden</strong>: Is the emotional impact of caregiving responsibilities on<br />
the caregiver. A caregiver who is emotionally stressed may benefit from a support<br />
group or individual counseling.<br />
Scores range from 4 to 20. Scores above 13.5 could be viewed as quite high.<br />
Score:___________<br />
Subjective Demand <strong>Burden</strong>: Is defined as the extent to which the caregiver feels<br />
care responsibilities are overly demanding. <strong>The</strong> caregiver who is most stressed<br />
because he or she believes the demands made by the care recipient are<br />
inappropriate or excessive, may best be helped by an opportunity to learn more<br />
about the disease process, a care recipients true level of dependency and how much<br />
help should be provided. Written information about the disease, including how<br />
others cope, or talking with a professional - such as a counselor - can be good<br />
sources of help.<br />
Scores can range from 4 to 20. Scores above 15 could be viewed as quite high.<br />
Score:____________
Objective<br />
<strong>Burden</strong>…<br />
disruption of the caregiver’s life<br />
Measures:<br />
• amount of personal privacy one<br />
retains<br />
• time available for recreational<br />
activities<br />
• restrictions on vacations and trips<br />
amount of time available to do one’s<br />
own work and daily chores<br />
• amount of time for friends and<br />
relatives
What might help<br />
• home care<br />
• adult day care<br />
• friendly visiting<br />
• home delivered meals<br />
• assistive equipment<br />
• PERS
SUBJECTIVE<br />
STRESS<br />
BURDEN…<br />
the emotional impact of caregiving<br />
Measures:<br />
• stress in the relationship with the<br />
c care recipient<br />
• tension in the caregiver’s life<br />
• nervousness and depression<br />
rrelated to the relationship with the<br />
ccare recipient<br />
• anxiety
Research conducted at New York<br />
University Medical School showed<br />
that a program that combines<br />
counseling and social support can<br />
reduce the stress felt by<br />
caregivers of Alzheimer patients<br />
in response to their loved ones<br />
behavior problems, even when such<br />
behaviors increase in frequency<br />
and severity.<br />
Source: Tufts University Health & Nutrition Letter<br />
March 2004
What might help<br />
• support groups<br />
• professional counseling
SUBJECTIVE<br />
DEMAND<br />
BURDEN…<br />
how the caregiver perceives care<br />
responsibilities to be overly demanding<br />
Measures:<br />
• attempts by the care recipient to<br />
manipulate the caregiver<br />
• unreasonable requests of the<br />
caregiver<br />
• feelings by the caregiver of being<br />
taken advantage of by the care<br />
recipient<br />
• demands made by the care recipient<br />
that are over and above what is<br />
needed
What might help<br />
• learning more about the<br />
ddisease process<br />
• professional counseling
Erie County Department of<br />
Senior Services<br />
<strong>Caregiver</strong> Resource Center<br />
<strong>Caregiver</strong> <strong>Burden</strong> Assessment<br />
Created by:<br />
Miriam R. Callahan<br />
&<br />
Lisa M. Rood<br />
March 2004