Table 1 Categories of contextual information

Physical status

Information about the physical functioning of the patient, including the ability to physically manage common, everyday tasks for self-care. Sub-elements of the category include, for example, patients’ mobility, walking, balance, strength and coordination, ability to dress and feed themselves.

Mental status

Mental status refers to information basic cognitive capabilities for self-care. It includes complex or health-related decision-making; managing finances or life events; the ability to comprehend information such as medication-related information; and/or the cognitive aspects of hygiene and nutrition.

Social status

This category includes information about patients’ functioning within the social roles, e.g. marital status, participation in activities outside the home and social support. Includes involvement in organizations, participation in church, or attendance at social events outside the home.

Financial status

This category addresses patients’ fiscal capabilities to provide for themselves, especially for basic life necessities (food, housing) and healthcare needs (medications, ability to afford home care or nursing home).