Version 1
: Received: 29 May 2022 / Approved: 31 May 2022 / Online: 31 May 2022 (07:37:21 CEST)
How to cite:
Drima, E.P. Routine Use of Financial Capacity Instruments for Clinical Decisional Capacity Testing: A Scoping Review. Preprints2022, 2022050413. https://doi.org/10.20944/preprints202205.0413.v1
Drima, E.P. Routine Use of Financial Capacity Instruments for Clinical Decisional Capacity Testing: A Scoping Review. Preprints 2022, 2022050413. https://doi.org/10.20944/preprints202205.0413.v1
Drima, E.P. Routine Use of Financial Capacity Instruments for Clinical Decisional Capacity Testing: A Scoping Review. Preprints2022, 2022050413. https://doi.org/10.20944/preprints202205.0413.v1
APA Style
Drima, E.P. (2022). Routine Use of Financial Capacity Instruments for Clinical Decisional Capacity Testing: A Scoping Review. Preprints. https://doi.org/10.20944/preprints202205.0413.v1
Chicago/Turabian Style
Drima, E.P. 2022 "Routine Use of Financial Capacity Instruments for Clinical Decisional Capacity Testing: A Scoping Review" Preprints. https://doi.org/10.20944/preprints202205.0413.v1
Abstract
Financial capacity instruments are psychometric tools designed to evaluate individual decisional capacity based on financial decisions. As tests are complex and need special conditions for administration and evaluation, it is difficult to use them in daily geriatric clinics. Our scoping review objective was to evaluate existing financial capacity instruments from the perspective of simplicity and portability. We evaluated one English speaking knowledge database (Medline) using a dedicated MeSH terminology. The review yielded one independent instrument, The Semi-Structured Clinical Interview for Financial Capacity, that can be easy adapted for every-day clinical use. It is simple to understand and perform and do not need trained personnel for administration. It can be finalized in 15 minutes. Initially validated on 261 subjects (with different forms of cognitive impairment), it showed good accuracy and precision mainly in subjects with cognitive impairment. The test is less apt to detect early or fluctuating cognitive impairment. Simplicity, the main advantage of the test, allows gamification fact that increases portability. Familiar images (coins, money) that are used for performing simple tasks does not need complex translation and adaptation. In form of a game, the test is suitable for serial administration, increasing the chance for early capacity reduction detection. Results reflect a physician judgement related to the subjects’ capacity to understand and execute simple financial instructions and not financial proficiency scores. The main limitation of our review is that we investigated only one, English speaking, knowledge database. The scoping strategy generated a financial capacity instrument that can be used in geriatric clinics for early diagnostic of decisional capacity reduction. Further studies are needed to evaluate the reliability and validity of the test in conditions of serial administration and in populations having various financial experience.
Medicine and Pharmacology, Psychiatry and Mental Health
Copyright:
This is an open access article distributed under the Creative Commons Attribution License which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.
