international life care planning
Transcription
international life care planning
INTERNATIONAL LIFE CARE PLANNING: TECHNIQUES, STRATEGIES AND DATABASES KEITH SOFKA, ATP (RETIRED) PENELOPE CARAGONNE, PH.D., CLCP CARAGONNE AND ASSOCIATES, LLC AJIJIC, JALISCO, MX DEVELOPED FOR THE AMERICAN BOARD OF VOCATIONAL EXPERTS (ABVE) ANNUAL FORENSIC CONFERENCE MEDICAL ASPECTS OF DISABILITY MARCH 25 - 27, 2011 ORLANDO, FLORIDA 1. A Basic Template for Conducting Research in Another Country a. Basic referral receipt. b. Get copy of plan if you’re on the defense, and/or all medical records. c. What is your role in the case? Are you a testifying expert, a non-testifying consultant to the LCPlanner, or a non-testifying expert consultant to the attorney at trial? d. Will you be working directly with the attorney or through a life care planner? Your retention contract should be with the attorney, your primary communications should be with the attorney, unless you absolutely trust the life care planner and can do a contract with them. Distinguish between small and large scopes of work. e. Will they need a testifying expert from another country? In health system? In service delivery? In economics? In medicine? f. Can you speak or negotiate in the language? If yes, go for it. If no, get a guide. g. Stay in every other day contact with your client and/or get him or her to designate a person in his/her office to be your point person for information and approval. h. To find a guide, make contacts with major hospitals to locate bi-lingual physicians (Google search with Babelfish so you can translate the pages you find). Find a physician or hospital director who is conversant with and can use email. i. Make contacts with the Consulate and if they won’t help, ask for a list of physicians or ask for a list of translators. j. Tell your client you may need to ire a consultant and/or translator and that you will pay their bill and pass it on to them. k. Hire either a translator or negotiate with a physician for assistance. l. Offer to pay your consultants per hour once you have determined how much you should pay for a physician/consultant (beware of the gringo tax). m. Develop a short written description of the person, or, a medical resume of their injury and needs in the language of the country to send to your consultant. n. Translate the list of items in the Care Plan to the language of the country. o. Once you have negotiated for a product, send the consultant your list of everything that needs to be priced. p. Make an arrangement that you will pay for only the complete delivered list of prices by a date certain. q. Make sure you have lengthy deadlines as other cultures do not work on US time frames. If, for example, you get a pricing request with a 2 day turn-around (as we just did), decline it. r. Do a site visit with a physician or nurse if you can (it’s always better). s. Explain to your client that if you are a testifying expert, you will have much more credibility if you have visited the setting and can speak from direct contact. t. Ask your consultant to take you to all the resources so you can see them for yourself. u. Photograph every place you go. v. w. x. y. z. aa. bb. When you’re with vendors, get their emails, ask for written quotes, and determine if the item can be shipped in and is available. If not available, what would the Customs duty be to ship any item in (25% up charge?). Are there repair resources for the item to be shipped, and if not, consider buying two of the item, so they can send one to a major metropolitan area for repair and still have one working item. Remember that the availability of online information is unique to the US and western Europe. Collect all of your data in a comparable format and enter it incrementally. Scan and save your data files in PDF so you backup each page of your Cost Charts with your foundational information (See Mexico City plan for a guide). Take this entire file to your deposition so if questions are raised, you can refer the opposing attorney directly to your file. 2. A Basic Template for Presenting Your Findings (US and "X" Country Cost Comparisons in One Chart) (3 Life Care Plans) 3. Working with Economists and How to Present Your Cost Information to Them a. Be sure to alert the Economist regarding the most current dates of your data. Do not assume that they will read or even look at anything but your summary sheet. b. Interview the economist on what he is expected to do and when c. Tell the economist that you give comparative converted figures (US Cost compared to “x” country costs, and the conversion rate) d. Ask them if they need CPI figures. e. Ask them if they need inflation rates. f. Ask them if they will need wage data. g. Ask the attorney if you can communicate directly with the economist, and if they want you to do it all by telephone, so he continues to appear to be an expert economist. h. Confirm by email or by telephone with the attorney what you will be doing additional to the LCP research. i. When you finish your cost research, send one file to the attorney and one to the economist. j. Obtain the economist’s final version of your numbers, so you can confirm they understood the translation you sent. 4. Attorney Perspectives on "Primitive" Local Medical Services (How to Validate or Invalidate This Perspective) a. Find out fixed your attorney’s ideas are about the culture and his/her level of cultural awareness b. If his level of awareness is low, tell him you will provide him with a lot of pictures of the region, the home, and various vendors you will recommend for his use during depositions c. Learn if they have a consultant/expert in immigration law d. e. f. g. If, as in one case, the opposing attorney is asserting primitive conditions for services, ask what proof the opposing attorney is offering so you can review it (Typically, plaintiff attorneys opine that the person will never go back to “x” country, as the services are far superior in the US). If the person resides in a fairly sophisticated town or city, offer to do a site visit so you can counter this argument with photos of your own and help him/her get photographic familiarity with the region and its services If, however, the place where the person is primitive (as many are) document where the resources are and provide funds in your plan to travel to these resources, or, put a physician led-team together to do on-site services in the home and train the nursing staff Example from North Carolina case where the case manager only provided resources for three months per year of supplies and no physician followup 5. Cultural Considerations a. The kind of directness that we are accustomed to in the United States may be viewed as aggressive or even rude in other cultures. Instead of suggesting an idea, which will almost always be met with assent, it is usually more productive to ask what this person would do in a similar situation. For more information about this topic, see the book: Crouch, N. (2004). Mexicans and Americans: Cracking the Cultural Code. London: Nicholas Brealey Publishing. 6. Surgeon Availability for Inpatient and Surgical Pricing a. Get a surgeon for pricing as soon as you can b. Do not rely on estimates of prices provided by non-surgeons. c. In some countries, Peru for example, it will not be possible to get surgical pricing, unless you know a physician personally. d. There are no databases in foreign countries that are comparable to our US databases. e. If possible, put your request for a procedure in writing. 7. Why You Should Avoid Medical Tourism Sources a. While the availability of medical tourism in a particular country may be a testament to the quality of the medical infrastructure, many procedures are not offered by these companies. If your required procedure is not on the list of typically offered procedures, you may never get a cost since you will be setting off a chain of price investigating events so that a price for all potential patients will be sought by the Medical Tourism Company. You will find that the most common procedures are available such as knee and hip replacements while a scar revision will require lengthy price investigation. It would be better to find a physician who performs this procedure through the methods outlined above. Also, the prices charged by medical tourism operators often include all of the extras not required by a resident such as housing, transportation, etc. Generally, the price will be higher for the procedure although it will still be much less expensive than the same procedure performed in the United States–see Gringo tax. 8. Paginas Amarillas (Yellow Pages for a Given Country) and Seccion Amarilla (How to Use the Internet) a. Sección Amarilla (http://www.seccionamarilla.com) b. Paginas Amarillo (http://www.paginasamarillas.com) 9. Locating Specialist Physician and other Provider Databases a. Major Hospitals b. Labs and Clinics c. Durable Medical Vendors d. Farmacias e. Adaptive Transportation f. Consejo De Doctores by Discipline. http://www.consejorehabilitacion.org.mx/ g. Procuraduría Federal del Consumidor (Profeco includes National Cost Database and the Department of Transparency) (http://www.profeco.gob.mx/) h. IMSS (Department of Transparency) http://www.imss.gob.mx/transparencia i. Defining the Procedure. The ICD-9 in Spanish. http://www.worldlingo.com/ma/enwiki/es/ICD-9-CM_Volume_3 The ICD-9 is available in many languages from this same site. 10. Life Expectancy Tables a. World Health Organization, Global Health Observatory. Life Expectancy for 193 member nations. http://www.who.int/healthinfo/statistics/mortality_life_tables/en/ 11. The Value of Site Visits (Resource Proximity, Resource Staffing, Services Offered, etc). Plaintiff Cases a. What you can learn from a site visit (Carmelo) b. Characteristics of the family’s needs for support c. Capability of the family to directly care for their family member d. Desire of the family for paid help e. Family needs for respite f. How patriarchal the family system is g. Family needs for architectural access or construction h. Family needs for help in managing resources i. Local resources for supplies, equipment, physician care, medications, and nursing j. Desire for local resources to enter into contractual agreements with insurance company k. Arrangements for getting bills from local vendors and physicians l. Arrangements for paying bills Defense Cases a. Gain a better understanding of the resource network b. Sense of how wealthy or how poor the family is c. Proximity of resources to the family d. e. Sophistication of resource network Greater detail for setting up a resource network 12. Health Insurance/Pension System (Original Constitutional Mandate , Recent Amendments, Critiques of the System by Economists, Key Provisions, Types of Worker Hospitals, Exclusions, What is Covered and Not Covered, Costs Per Year in Mexico, Entering the System After a Catastrophic Injury, Translation Resources for the Mexican IMSS document a. The Value of a Translated Health Insurance Document for Your Client b. Determining if the System will accept a catastrophically injured new enrollee c. When injured workers can enter as an already enrolled family member’s dependent d. Re-opening an old insurance account e. Two year rule f. Obtaining translated copies of the Mexican Health Care System. MEXICANLAWS S.A. de C.V. <[email protected]> 13. Commissioning a Report by In-Country Attorneys for Admission Into a US Court a. Why you would do it b. Why you would not need to do it 14. Giving a Deposition in Another Country (Use of Your Local Consulate as a "Little Piece of America") a. Paying for use of their space b. Getting sworn in by a consulate representative c. Making arrangements for video or court-reporter services in advance 15. Labor Market Databases (World-wide) a. The International Labour Organization http://www.ilo.org/global/lang--en/index.htm b. Is in English, Spanish and French c. Contains data from most of the countries in the world (193 UN countries) 16. Consumer Price Index Databases and How to Get (World-wide) a. Banco de Mexico. http://www.banxico.org.mx/index.html b. This information is kept by the central bank in each country. You can find this by “googling” central bank, Bosnia, for example. c. Each central bank is required to keep this data d. Type in the term “Consumer Price Index” in the native language of that country e. Less detailed information about each country’s CPI can be found at the International Monetary Fund website. http://www.imf.org/ search for statistical appendix and the name of the country. 17. Setting Up Resource Networks with Insurance Companies or Other Funding Sources (World-wide) a. b. c. d. e. f. g. 18. Determine how they will pay bills Send the names and all relevant information on each of the local vendors to the insurance company Get approval in writing that they agree to pay Get a contact person to whom bills will be sent Get their email address so the vendor can send bills to you Get their bank wiring information so they can wire money Send a bill and see if they pay it Key Provisions of a Translated Document (Certified Translator, Original Document, Payment Structure) #2 LONG-TERM CASE MANAGEMENT PLAN FOR SENOR CARMELO MEXICO PREPARED FOR MR. FRANK ATTORNEY AT LAW THE LAW FIRM OF AND NORTH CAROLINA BY PENELOPE CARAGONNE, PH.D. CARAGONNE AND ASSOCIATES, LLC 81 HIDALGO AJIJIC, JALISCO, MEXICO JUNE 23, 2003 LONG-TERM CASE MANAGEMENT PLAN SENOR CARMELO TABLE OF CONTENTS I REFERRAL FOR LONG-TERM PLANNING REQUEST FOR LONG-TERM PLANNING WORK PRODUCT REQUESTED DEPARTURES FROM LIFE-CARE PLANNING WORK PRODUCTS OMISSION OF COST INFORMATION ENHANCED ELABORATION OF SERVICE RECOMMENDATIONS FORMATS USED IN PUBLIC SECTOR REPORTS INCLUSION OF PHOTOGRAPHS IN THE PLAN RECOMMENDATIONS FOR A SERVICE STRUCTURE THAT CAN ENSURE SERVICE CONTINUITY AND ACCOUNTABILITY II CURRENT MEXICAN CONTEXT AND SUMMARY OF WORKRELATED INJURY SUMMARY OF MEXICO ECONOMY AND CIRCUMSTANCES THE AND ENVIRONS BACKGROUND HISTORY EMPLOYMENT HISTORY CIRCUMSTANCES OF WORK INJURY 01 06 III POST-INJURY MEDICAL AND SERVICE HISTORY 14 MEDICAL SERVICES RECEIVED AFTER INJURY UNIVERSITY OF NORTH CAROLINA HOSPITALS, CHAPEL HILL, NC SERVICE PROVIDERS AND THEIR INVOLVEMENT WITH CARMELO 18 SINCE RETURN TO MEXICO TEXAS INSTITUTE FOR REHABILITATION AND RESEARCH, 21 HOUSTON, TX CURRENT STATUS OF GOODS, SERVICES, AND PROJECTED CASE MANAGEMENT CONTACTS FOR THE FAMILY IV METHODS USED TO INVESTIGATE LONG-TERM NEEDS RECORDS AND TEXT REVIEW INTERDISCIPLINARY PLANNING CONSULTATION WITH LUIS MD CONSULTATION WITH LOCAL SUPPLIERS CONSULTATION WITH 26 MD, CONSULTATION WITH KEITH SOFKA, REHABILITATION ENGINEER PLANNING EFFORTS WITH PORFIRIO V SUMMARY OF CURRENT CIRCUMSTANCES AND CONCLUSIONS DRAWN AFTER HOME VISIT, RECORD REVIEW, AND CONSULTATION WITH TREATING PHYSICIANS THE EJIJIDO RISK FACTORS FOR SENOR OVERALL PLAN OBJECTIVES OF SAFETY, HEALTH, AND CONTINUED LIFE APPROPRIATE HOUSING AND MODERN MEANS OF COMMUNICATION ACCESSIBILITY OF ADAPTED TRANSPORTATION AVAILABILITY OF MEDICAL SERVICES ADEQUACY OF FAMILY SUPPORTS APPROPRIATENESS AND SUFFICIENCY OF SUPPLIES, PRESCRIPTION MEDICATIONS, LABORATORY TESTS AND DIAGNOSTIC WORKUPS UTILITY OF CURRENT DURABLE MEDICAL GOODS CONTINUITY OF CASE MANAGEMENT SUPPORTS 31 VI RECOMMENDATIONS FOR FUTURE SERVICES 40 VII RECOMMENDED REQUIREMENTS FOR LEGAL OVERSIGHT A WORKABLE MODEL OF CASE MANAGEMENT FUNCTION CHARACTERISTICS OF AN IMPLEMENTATION STRUCTURE THAT ENSURES SERVICE ACCOUNTABILITY 56 APPENDICES RANCHO LOS AMIGOS SCALE OF BRAIN INJURY FUNCTIONING SECTION ONE SENOR CARMELO PLAN FOR LONG-TERM SERVICES REFERRAL FOR PLAN DEVELOPMENT REQUEST FOR LONG-TERM PLANNING Mr. J. of the law firm of and North Carolina, contacted Caragonne and Associates, LLC, in Guadalajara, MX in February 2003. Mr. requested that Caragonne and Associates research and develop a comprehensive and long-term plan for Senor Carmelo now residing in San Luis Potosi State, Mexico. Mr. related that Mr. was catastrophically injured while at work in the United States and was returned to Mexico in a persistent vegetative state, from which he would not recover. He is now cared for family members. Mr. explained that was a small village in eastern Mexico, located three hours from the larger Mexican metropolitan area of San Luis Potosi, MX. WORK PRODUCT REQUESTED Mr. requested that Caragonne and Associates complete an investigation of Senor circumstances to develop a comprehensive plan that would identify: • • • • • • • All interventions and services he requires Services available and services prescribed but not provided Problems with how services are currently identified and secured Proper strategies for locating, securing, and retaining services Suitable systems for vendor reimbursement Methods for assessing service timeliness, receipt, and benefit Characteristics of legal and procedural safe-guards Mr. clarified that the long-term care plan for Mr. would be submitted to the North Carolina Industrial Commission for approval. This factor influenced the format and content of the completed plan in five ways. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 1 DEPARTURES FROM LIFE CARE PLANNING WORK PRODUCTS A. Omission of Cost Information Detailed information on service cost always accompanies development of Life Care Plans used in litigation contexts. The cost information is portrayed in charts typically sub-divided by resource category, i.e. medical services, prescriptions, adaptive equipment, transportation, case management, etc. Within each resource category, individual rows identify each resource by its purpose, representative vendor, date of initiation of the resource, date of cessation of the resource, the replacement cycle for the resource, its unit cost, average annual cost, and, in a separate column, costs for resources purchased one-time only or costs if purchased on a time-limited basis. A Summary Cost Chart may also be prepared summing all costs within each category. For the following reason, cost information will not be part of the completed plan for Senor Under North Carolina Workers' Compensation law, the Industrial Commission will approve or modify the fees and costs of medical items as such bills are submitted to the Industrial Commission. Thus, Costs for Services will not be included in the plan. It is this planner’s understanding that the Industrial Commission will not award a dollar amount, but rather will determine what medical care is deemed appropriate, not requiring development of Cost Charts at this time. B. Enhanced Elaboration of Service Recommendations In most Life Care Plans developed for litigation, a narrative is developed describing the injury, its sideeffects, services received, and services needed but not available. This narrative is coupled with the Cost Charts. Reliance on use of this format is wide-spread, but problematic. Unlike long-term plans developed for public sector use, planners in litigation-based contexts are taught to omit descriptions of the methods they used and the data they collected that forms the basis for their opinions. Typically, five types of information are de-emphasized: • • • • • the geographic or living conditions for the consumer their proximity to services needed how the consumer is connected to these services, and, what barriers–cultural, familial, financial or attitudinal–must be overcome for service delivery to occur how greater resource availability will materially change the consumer’s circumstances Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 2 Few litigation-based life care planners document their desired end-result for a consumer, e.g. greater accountability to the consumer on the part of providers, reduction of depressive incidents, more rapid resource acquisition, fewer unexplained interruptions in service, reduced care giver turnover, reduced inpatient hospital days, fewer annual instances of pneumonia, weight stability, increased use of adaptive equipment, reduction of contractures, reduction of health problems for care givers, increased frequency of community access for the consumer–in short, how the consumer’s circumstances will substantively change with greater access to resources. This content is missing in much of the advanced training offered to life care planners. While planners are taught how to identify specific resources needed by individuals with disabilities, they aren’t provided with content on how to anticipate and plan for the kinds of problems disabled consumers will face as they seek services; why they fail to connect to services they need, and, strategies that can overcome obstacles to service delivery. In the past 40 years, significant levels of federal funding in mental health, developmental disabilities, gerontology, and child welfare have been allocated to examining these problems and evaluating the models of service that overcome them. Federal funding has supported countless “cross-cutting” studies comparing different models of service delivery to disabled consumers. Multiple studies have generated useful information on advantageous ways to link consumers with the services they need on a continuous basis. This research content is absent from content now taught to life care planners. Despite this wealth of information, planners operating out of a litigation context omit descriptions of service approaches that can change the way the consumers and service providers are linked together. Because how a consumer is–or is not–linked to needed services remains outside the scope of most planners’ efforts, these plans will lack coherence. Large scale medical, nursing, supply, housing, and transportation systems often operate at cross-purposes with consumers needs--to the detriment of the consumer. Senor is uniquely vulnerable in his dependence, health status, geographic isolation, and his family’s lack of familiarity with why certain services are needed for his health and safety. His family members are at a distinct disadvantage when advocating with large-scale medical systems on an on-going basis. Recommendations made for Senor therefore, will focus not only on the services he needs to obtain to sustain life, but on the supports he needs to gain access to these services on a more continuous basis than has been the case to date. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 3 C. Format Used In Public Sector Reports This report makes a departure from the “life care plan” format identified with litigation-based contexts and will apply a report format practiced extensively in public sector agencies using a specific model of face-to-face intensive case management services. In agencies serving individuals at high risk for institutional placement, these agencies, e.g. mental health, elderly, multi-problem family settings, child welfare, and developmental disabilities settings, a case manager is required to appraise all life areas, e.g. shelter, food, transportation, define the status of each, identify any problems observed in each area, and make recommendations for resources that will offset all deficits identified. Their reports evaluate not only the consumer’s immediate physical needs but are also required to document identifiable problems with the service delivery system that surrounds him and affects his ability to obtain services. Plans prepared in agencies using this approach include direct intervention with the person and direct intervention with the network of services used by the person. This report will follow that convention. Section One has described the referral made for services and how this plan proposes to differ from typical litigation-based “life care plans.” Section Two will next describe the circumstances of Sr. injury. Section Three will summarize the scope and extent of interventions completed for Senor after his return to Mexico. Section Four will describe steps taken to develop the long-term plan for Senor methods used to collect information and what information was collected to provide a foundation for recommendations made. Section Five provides an analysis of conclusions drawn after the home visit, records reviewed, consultations with treating providers. Risk factors for Senor are addressed, and overall plan objectives are reviewed. relevant aspects of Senor current circumstances, barriers to service, and characteristics of a model case management that can overcome the problems identified is advanced. This section analyzes the prevailing service conditions and circumstances that affect Senor as follows: • • • • Existing environmental and service delivery conditions Problems in the way services are now accessed and delivered Specific resources that can compensate for the problems identified Activities requiring completion to monitor and evaluate service provision Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 4 In Section Six, all resources required by Senor are portrayed. The section will include will include a description of each service required, its purpose, the factors that will determine selection of a vendor, and the dates in which the service will be used. D. Inclusion of Photographs in the Plan It is impossible to verbally portray the meager conditions to which Senor was returned in 1998–almost five years ago. Although his living circumstances in Mexico before his injury were just as bleak, his future survival now requires that major aspects of this living environment change. Photographs taken during the home visit will be used throughout Sections Five and Six to illustrate the extreme geographic, environmental, and social deprivation in which Senor and his family members live. E. Recommendations for an Implementation Structure for Service Continuity and Accountability A complex array of resources must be secured and coordinated for Senor benefit if he is to sustain life. Resources requiring orchestration include such basics as running water, a roof, terrain usable by his wheelchair, heat, electricity, medications, nutrition, bedding, shelter, medical supplies, medical equipment, and transportation. Their continued absence will shorten Senor life, in the opinion of many of his treating providers in Mexico and the United States. His likelihood of continued survival will be measurably increased with access to basic sanitation, hot and cold running water, adequate nutritional supplements, and an accessible home with a secure roof, windows and doors. In Section Seven, the characteristics of a framework for required legal oversight are presented. Recommendations for workable case managment function for the family are made, as are recommendations for a workable implementation structure capable of ensuring accountability for services. An “implementation structure” that wraps-around the care plan to ensure its adequate governance is urgently needed. A true case-management function with requisite accountability and authority for orchestrating all resources should also be established immediately. On-site case management with the family should now be occurring with much greater frequency than every ten to thirteen (10 - 13 ) months if the family is to see any tangible change in their circumstances. As well, the fiction of investigating possible institutional placements, sanctioned by no treating physician to date, needs to be abandoned in favor of visible efforts to secure adequate housing, geographic proximity to services, nursing care, and transportation. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 5 II SECTION TWO SENOR CARMELO PLAN FOR LONG-TERM SERVICES CURRENT MEXICAN CONTEXT AND SUMMARY OF WORK-RELATED INJURY SUMMARY OF MEXICO ECONOMY AND CIRCUMSTANCES Mexico is slightly less than three (3) times the size of Texas. Its population is slightly over 100,000,000 persons. Geographically, Mexico is a mixture of mountains, high plains and deserts. Mexico’s natural fresh water resources are scarce and polluted in the north, inaccessible and poor quality in its center and extreme southeast; with raw sewage and industrial effluents polluting rivers in urban areas. Due to lack of controls on major industries, much deforestation has occurred along with widespread erosion, desertification. The capital of Mexico City has serious air pollution as do urban centers along the US-Mexico border Mexico has a free market economy with a mixture of modern and outmoded industry and agriculture, increasingly dominated by the private sector. The number of state-owned enterprises in Mexico has fallen from more than 1,000 in 1982 to fewer than 200 in 1998. The Zedillo and Fox administrations privatized and expanded competition in sea ports, railroads, telecommunications, electricity, natural gas distribution, and airports. A strong export sector helped to cushion the economy's decline in 1995 and led the recovery in 1996 and 1997. In 1998, private consumption became the leading driver of growth, which was accompanied by increased employment and higher wages. The economy slowed in 1999 because of low commodity prices, tighter international liquidity, and slacker demand for exports. Mexico still needs to overcome many structural problems as it strives to modernize its economy and raise living standards. Income distribution is very unequal, with the top 20% of income earners accounting for 55% of income. Mexico’s economy was negatively affected two years ago, with the net result that the overall economy is continuing to grow, but its pace has slowed. While foreign demand, especially for manufactured exports, has registered faster annual growth, the recovery of the U.S. market is not yet firm. Consumer spending in Mexico is losing its vitality due to the slow growth of employment and lower increases in Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 6 wages. Investment is growing only in the construction segment. An important part of the slowdown in the third quarter was due to the poor result in the farm sector, and to a lesser extent in industry. In Mexico, 27% of the people now live below the poverty line. For the Gross National Product, agriculture accounts for 6%, industry for 26% and the services industries account for 68%. The rate of inflation is 18.6% per year. In urban areas, the unemployment rate is 2.6% with considerable underemployment country-wide. The Mexican labor force is sub-divided by occupation in Mexico as follows: services 28.8%, agriculture, forestry, hunting, and fishing 21.8%, commerce 17.1%, manufacturing 16.1%, construction 5.2%, public administration and national defense 4.4%, transportation and communications 4.1%. THE FAMILY AND THE ENVIRONS The family lives in a very small village named in eastern Mexico. (Locals often comment that the name is incorrect because there is a) no city and b) no corn). This is an area of Mexico populated with arid and semi-arid scrub lands. Even during the rainy season, little rain falls. There is one major two lane highway connecting Cuidad de Maiz with the city of San Luis Potosi. The state in which the family lives is San Luis Potosi, the same name as its largest metropolitan area. is a two and one half hour auto ride and a three hour bus trip from San Luis Potosi, the capital city of San Luis Potosi State. At 1877 feet it is the sixth highest state in Mexico. The majority of the San Luis Potosi State population lives in Cuidad de San Luis Potosi. San Luis Potosi is noted for its academic training and a proliferation of poorly funded and poorly staffed outpatient clinics manned by general practitioners of medicine. There are very few American residents within the State of San Luis Potosi, however. As a result, access to the multiple medical disciplines, rehabilitation services, home health agencies, outpatient clinics, supply dealers, and medical supply companies that are present in areas of Mexico with a large US and Canadian presence (Monterrey, Mexico City, Tampico, Guadalajara, and San Miguel Allende) are not found here. There are 1.6 million persons over the age of 12 in San Luis State who are considered eligible to work. Of this number, 868,000 are judged to be “economically active” and 860,000 are employed, slightly over 50%. Of the total population between the ages of 6 to 14, 20% cannot read or write, high even by Mexican standards, where the average illiteracy rate is 10 - 11% of a States’ total population. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 7 The population density in San Luis is very low, compared to urban areas. In Mexico State, 180 persons per square kilometer can be found, in the Mexico City, 5360 persons per square kilometer; in Jalisco, 80; in Aguascalientes, 179; in San Luis Potosi, where over 49% of the inhabitants live outside of urban areas, the population density is only 36 persons per square kilometer. In San Luis State, there are 6,757 small localities with fewer than 500 inhabitants. By contrast, there are 8 localities in Mexico with greater than 15,000 inhabitants, in which slightly less than half the State’s population resides. To compare population statistics, the State of San Luis Potosi has 2/3 fewer inhabitants (2.3 million persons) than the neighboring State of Jalisco and six times fewer inhabitants than Mexico City. Approximately 860,000 of its 2.3 million inhabitants are employed, primarily in the manufacturing or service sectors. The statewide IMSS system of Mexican medical services has fewer than 11% of San Luis Potosi’s inhabitants as its members. Many sectors of IMSS have recently done work stoppages, primarily the physicians and nurses, due to inability to obtain needed medicines and supplies. There are few if any medical clinics for the average person outside of San Luis Potosi. The Red Cross in San Luis Potosi, unlike the Red Cross in Guadalajara, charges persons for emergency trips. As is the case in much of rural Mexico, few state-wide conveniences exist outside of the major metropolitan areas. Relative to conveniences we all take for granted, only 64% of Mexican households have a water connection, even though 74.9% of Mexico’s population resides in areas considered urban. 83.3 % of the Mexican population has access to safe drinking water. 76.2 % access basic sanitation services. While there are a total of 252,000 kilometers of highway, paved roads comprise only 94,248 or 37% of the total roads. Paved roads, last estimated in 1996, totaled 157,752 kilometers, or 63%. There are a total of 232 airports in Mexico with paved runways but 1573 without paving. A shift in place of residence has taken place in Mexico since the 1950's. In 1950, 57% of the Mexican population lived in rural areas. Now only 25% do. This shift means that of the 61% of Mexico’s population resides in urban areas, 47% reside in areas in size between 100,000 persons to over 500,000 persons. As of the 1995 Mexican census, 51% of the population resided in 7 cities with populations of 1 million or more. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 8 Relative to the capability of Mexico to serve its disabled, this capacity has steadily declined from a high of over 597,000 persons served in 1990 to just over 34,000 served in 1995. As well, DIF, the national organization that provides developmental and educational services reduced its country-wide caseload from a high of almost 10 million persons served in 1990 to approximately 3,600,000 in 1995. Public services in Mexico now place primary emphasis on early childhood, obstetrical services, and services to youth. Literacy services are emphasized and services to adults are being de-emphasized. IMSS, the state health service in Mexico, restricts its services and does not serve persons outside of urban areas. To receive surgical services in Guadalajara, for example, individuals must travel by car or bus the 80 mile round-trip from Lake Chapala to receive services in the city. With social services declining, hospital services have declined as well. Many funded social programs receive only staffing grants, receiving such limited funds that staff are required to seek charitable donations for program necessities or supply their own office materials and furniture in order to mount a program. Educational services to young children are now stressed in Mexico with efforts being made to offer flexible school hours and schedules to keep children from dropping out of school. Literacy in Mexico is defined as those persons over the age of 15 who can read and write. With this definition, 89.6% of Mexico’s population is literate. For a population of almost 2.3 million persons, San Luis Potosi has slightly over 1300 hospital beds spread over 6 institutions; Jalisco by contrast has over 6100 hospitals available spread over the same 6 state institutions. There are 2600 medical staff and approximately 3500 nurses to serve the slightly over 2.3 million population of San Luis Potosi State. In a country with few resources to expend, it is not uncommon for nursing homes and hospitals to require that patients supply their own medicines, meals, equipment, and sheets when staying overnight. Due to staffing shortages common to most institutions, patients are strongly urged, and in some surgical cases, required to bring relatives to stay with the them over night to monitor their relative’s status, give medications, perform dressing and toileting, and assist in the event of an emergency. 1 1 Instituto Nacional de Estadistica, Geographia, e Informatica Mexico. INEGI is the agency in Mexico responsible for integrating Mexico's systems of statistical and geographic information, in addition to promoting and orienting the development of informatics in the country. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 9 Life expectancy in Mexico is 73.1 years for males, 77.6 years for women, compared to 73.8 for males and 79.7 for women in the United States. Given these statistics, Senor father Porfirio, age 69 in September, has few active years of life left. In Mexico, there are 120.5 physicians for every 10,000 persons compared to the United States, where there are 279.9 physicians for every 10,000 persons. In sum, the area in which the family lives has few rehabilitative resources and few practitioners trained to care for catastrophically injured persons residing in their own homes. Monopolies on services, coupled with low demand have apparently created a market with few financial options for buyers of services. Few formal home health and nursing agencies exist in San Luis Potosi as they do in areas with greater population. Practitioners trained in long-term disability are less prevalent. As a result, per hour costs for nursing services are significantly higher in San Luis Potosi than in the parts of Mexico more accustomed to providing nursing and home health services. Mr. case manager for Senor priced the cost of nursing services, “enfermeras” in May 2001 for Senor and obtained a cost quotation of $7.00 per hour for nursing services in This price is also confirmed by review of bills submitted to Insurance for $84.00 per day paid by Senor Porfirio for twelve hour shifts of care provided by two nurses. This regionalized cost for San Luis Potosi is more than twice the cost of nursing services purchased in Guadalajara, MX where $80.00 per day secures twenty-four hours of care provided by registered nurses with surgical as well as community-based experience. Prices lower than these were negotiated in Guadalajara, MX for two registered nurses providing 24/7 care for a patient with high-level quadriplegia and brain injury in September 2001. Prices last reimbursed to Dr. by to secure ambulance services arranged through by the physician at $1500.00 are much higher than prices for ambulance transport that can be arranged through other ambulance services in Mexico. $300.00 per hour for ambulance transport is significantly higher than costs for ambulance transport in more populated parts of Mexico where an ambulance equipped with driver, emergency equipment, and two paramedics can be readily secured for far less costs. Ambulance service that transport individuals from hospitals in San Luis Potosi to hospitals in Guadalajara, MX–a five and one half to six hour trip--can easily be arranged for $500.00 USD or $84.00 per hour. The prices for long-term care at Nuestra Senora de los Angeles, quoted to the case manager at $275.00 USD per day ($100,375.00 per year), are two times higher than costs in other parts of the country. While costs at this hospital can be negotiated down to $240.00 per day ($87,600.00) this cost is still high in the Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 10 extreme given the range of qualified, less costly options for long-term care that abound. Costs for long-term care for medically fragile persons in Guadalajara can be negotiated and obtained for $85.00 per day in settings where family members are encouraged to participate in and provide care for their loved ones–a feature not possible at Hospital de los Angeles. Consumable supplies and durable medical equipment seem slightly higher in San Luis Potosi than for comparable goods purchased through Farmacia Guadalajara or available through the country-wide system of generic pharmacies in Mexico. BACKGROUND HISTORY FOR CARMELO The family members of Carmelo work as manual laborers. They were raised on an “ejijido” belonging to their father which is some 15 - 20 minutes outside of The house is off an unpaved road and the next closest house is a distant one mile further. The road to the home is rocky and by report, practically impassable during the rainy season, where it rains daily. Senor and the now deceased Senora had eight children. The eldest is Aron, 44 years, followed by Carmelo, 42 in July, Socorro, 41, Isidro 40, Esteban, 38, Minerva, 37, Adan, 36, and Yolanda, now 26 years. Carmelo was born on July 16, 1961. The majority of Senor seven (7) siblings have moved away and now only five (5) family members reside there–Senor Porfirio Yolanda, the youngest, Aron, his eldest son, Carmelo and Isidro and his family. Senor Porfirio reported that his son did not complete “primeria” which goes through the sixth grade, but was withdrawn from school after the third grade in order to work with his brothers and father. Withdrawal this early from school is unusual even by Mexico’s standards, as the average schooling for persons age 15 and over is 7.6 years. Senor Senior had worked in the United States through the 60's and 70's in Illinois and Wisconsin as a laborer as did his sons. His limited English results from that exposure. Senor mother died in 1983, twenty (20) years ago, when Carmelo he was twenty-two (22) years of age. Senor Carmelo had never married. Senor Senior reported that his son had no major medical problems prior to his catastrophic injury in 1998, almost five years ago. All of Mr. 24 hour care requirements are now met by his father, Porfirio and his younger sister, Yolanda. His sister is responsible for care during the day and the senior Senor provides care during the night. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 11 EMPLOYMENT HISTORY From interview with family members conducted in May 2003, Senor Porfirio and his son Aron reported that Carmelo had worked only in manual labor before his injury. CIRCUMSTANCES OF WORK-RELATED INJURY As Mr. cannot report on the circumstances of his injury, notations from the available records, coupled with anecdotal reports from family members, will be used. They describe the following circumstances attendant to Carmelo injury. On June 19, 1998, Carmelo was working for the Farming Company in North Carolina. He, along with 20 other migrant workers, was employed as a migrant worker to unload watermelons, pick and carry fruit and work in the warehouse at Farming. Senor was directly supervised by Senor Juan as the company owners do not speak Spanish. In addition to supervising the workers which included assigning them to each work day location, Senor was responsible for providing the workers with water to drink and for scheduling their break times. On the day of his injury, Senor was assigned to pick tomatoes and place them in buckets that could hold twenty to twenty-five pounds of tomatoes. Each worker was required to pick a bucketful of tomatoes and carry the bucket to a trailer where it was unloaded for grading and subsequent packing. Workers reportedly took a one hour break from work on July 10, 1998 and then returned to packing tomatoes. The female co-owner of the company, Mrs. Debbie worked in the truck trailer packing tomatoes. At about 5:30 PM, she noticed a group of workers standing at a row and sent their supervisor, Senor to investigate. By report, Carmelo was reported to be ill by a co-worker, but Senor reported to his supervisor only dizziness. The other laborers and Mrs. returned to their work and Senor sat down until the others had completed the last of their work. He was reportedly offered water but no other type of assistance or intervention. At the end of the workday, Senor was helped to the work campsite by two co-workers as he could not walk on his own. Senor was placed on a sheet. At approximately 5:50, the company co-owner Brent was informed by Senor that Carmelo was ill and called Emergency Medical Services at approximately 6:10 PM, 20 minutes later. Five minutes later, Carmelo was reported to be unconscious and EMS was again called. EMS arrived at 6:38 PM and departed from the camp site at 6:48, ten minutes later. He arrived at the Emergency Room Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 12 at Regional Center, at 7:16 PM where he was evaluated by Michael J. a specialist in internal medicine. At arrival to the Emergency Room, Senor temperature was in excess of 108 degrees. By history provided to the physician, Senor had picked tomatoes for approximately twelve hours in temperatures of ninety to ninety-five degrees and humidity of thirty-seven to forty-five percent. Senor was packed in ice, diagnosed as having heatstroke, discharged in critical condition and transferred slightly over two (2) hours later to the University of North Carolina Hospital where he was admitted to the Intensive Care Unit. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 13 III SECTION THREE SENOR CARMELO PLAN FOR LONG-TERM SERVICES POST-INJURY SERVICE HISTORY UNIVERSITY OF NORTH CAROLINA HOSPITAL, CHAPEL HILL, NC Carolina Air Care airlifted Carmelo from Regional Medical Center to the University of North Carolina Hospital in Chapel Hill, North Carolina on July 10, 1998. Mr. was noted to be unresponsive, chemically restrained, and emitting frothy pink secretions his ears and mouth. He was noted to be unresponsive to any stimuli, to have a temperature of 108 degrees, and was given a Glasgow Coma Score of 3.2 Senor was comatose upon arrival to the hospital and remained so until . The entire Discharge Summary dictated by Brian MS IV, for Brian So, MD is next reproduced in its entirety. Rather than spend time developing a narrative from Mr. writings, his actual dictation is presented: History of Present Illness: Please see admission history and physical. In brief, the patient is a 36 year old Hispanic male who presented from an outside hospital intubated and neurologically devastated with a temperature of 108 F. On arrival at UNC Hospital in became apparent that the patient was experiencing multi-organ system failure, having insufficient pulmonary, cardiovascular, renal and hematologic abnormalities. Measures were immediately taken to bring some of these problems under control. He was immediately transferred to the RICU where care was begun as outlined in the Hospital Course. LABORATORY DATA: Laboratory findings on discharge are few, however they include: white blood cell count 8.9, hemoglobin 9.2, hematocrit 38.9, platelets 438. Sodium 137, potassium 4.4, chloride 107, C02 25, BUN 8, creatinine 0.6. Calcium 9.8, magnesium 1.5, phosphate 1.5. 2 Carolina Air Care. Collaborative Pre-Transport Patient Assessment. Page 2. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 14 Hospital Course: The hospital course is significant for heat stroke complicated by multi-organ system failure including central nervous system, renal, myocardial, pulmonary, and cardiovascular involvement as discussed below. Central nervous system: On admission, the patient was comatose with an initial head CT unremarkable, as noted above in radiologic studies. The patient initially had a gradual improvement in mental status with re-acquisition of eye and head movements, as well as minimal responses to commands. However, the patient remained paralyzed. At this time, on 08/01, MRI showed diffuse cerebral infarctions with a small right basal ganglia bleed. On 08/11, the patient had a rapid deterioration in mental status in that he became unresponsive. Repeat MRI showed a large right basal ganglia bleed with an associated mass effect. Neurosurgery placed a ventriculostomy tube at that time. The patient's mental status did not recover substantially and the tube was removed on 08/19 given the hemorrhage had stabilized per CT scan. The patient was left in a persistent vegetative state with the patient's eyes open yet unresponsive to stimuli. Pulmonary: The patient was intubated at the outside hospital and arrived as such. He was transferred directly to the Respiratory Intensive Care Unit with developing acute respiratory distress syndrome. The patient was managed aggressively, and initially extubated approximately one month later. Through the remainder of the hospital course, the patient had to be re-intubated on several occasions secondary to respiratory failure and cardiac arrest. Eventually he was stabilized; however, he required tracheostomy placement for prevention of aspiration of gastrostomy tube feedings. He currently has a tracheostomy collar and is maintained on high flow room air. Cardiac: The patient was admitted in hypotensive shock which required pressor agents including Dopamine. He also ruled in for a myocardial infarction during his initial hospital course. Eventually, he was stabilized and even became hypertensive requiring treatment with antihypertensive agents including Hydralazine. His course was later complicated by cardiac arrest, which was deemed to be pulseless ventricular tachycardia suspected to be secondary to hyperkalemia. He was resuscitated successfully. During induction for tracheostomy on 10/02/98, the patient again experienced cardiac arrest which was felt to be secondary to ventricular tachycardia after receiving succinylcholine. The patient was again resuscitated successfully and arrest was felt to be due to + hyperkalemic reaction and a tube of succinylcholine given on induction anesthesia. At this time the patient's cardiac status is stable. Renal: On admission to the hospital, the patient was found to be in non-oliguric renal failure felt secondary to the rhabdomyolysis caused by heat stroke. This worsened becoming oliguric and unresponsive to diuretics. This failure eventually required numerous hernodialysis treatments, as noted above. Following hemodialysis, the patient's renal failure recovered. At this time the patient is demonstrating a picture suggestive of Fanconi's syndrome with marked renal Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 15 electrolyte wasting. Additionally, the patient's course was complicated by central diabetes insipidus. This has been controlled and remains controlled with Desmopressin. Hematology: On admission the patient had abnormal coagulation studies consistent with disseminated intravascular coagulopathy. He was treated with transfusions of fresh frozen plasma, packed red blood cells, .telets, and cryoprecipitants. This was also felt to be secondary to the patient's heat stroke, and eventually resolved without further incident. Liver: On admission the patient had mildly elevated liver enzymes. This was regarded consistent with the patient's hypoperfused state. Liver function soon returned to normal, and has been such through the remainder of the hospital course. Infectious disease: The patient has been treated for numerous pneumonias and a yeast urinary tract infection. Pneumonias included: aspiration, nosocomial pneumonia of unknown cause, Methicillin-resistent staph Aureus, and Pseudomonas. Methicillin-resistent staph Aureus was treated with Vancomycin, and the most recent sputum/nasal mucous membrane cultures were negative for Methicillin-resistent staph Aureus. Therefore, contact precautions which were in place have been discontinued. Currently the patient is being treated with Ceftazidime and Gentamicin for Pseudomonas infection. These antibiotics are on day #5 of administration, and should be continued until 10/24/98. Carmelo condition required that the following procedures be completed while at University of North Carolina Hospital from July 10, 1998 to his discharge on October 22, 1998: 7/11/98 - mechanical ventilation begun on admission. 07/13/98 - electroencephalogram (EEG) which showed mild to moderate diffuse slowing with preserved reactivity to stimuli consistent with mild to moderate encephalopathy. 08/17/98 - electro-encephalogram severe diffuse background slowing indicative of bi-hemispheric dysfunction. 07/22/98 - hemodialysis catheter placement. Hemodialysis performed on numerous days including: 07/25/98, also 07/28/98, 07/30/98, and 8/1/98. Multiple central lines were placed including: 09/04/98 - right PICC at the brachial vein, and also 10/07/98 left basilic vein and this line remains in place today. 08/11/98 - left frontal Becker ventriculostomy was performed. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 16 09/18/98 - bilateral lower extremity dopplers proved to be negative. 07/10/98 - computerized tomography (CT) scan of the head was performed which showed no evidence for hemorrhage or mass, no acute changes were noted. 07/13/98 - lung perfusion scan was performed, the findings of this study were compatible with low probability for pulmonary embolism. 07/14/98 - computerized tomography (CT) scan of the head without contrast, this study revealed no change as compared to the CT scan performed on 07/10/98. There was noted to be an indistinctness of the gray/white matter junction; however, it had not changed from the previous study, and in the absence of a mass effect, it was felt to be of questionable significance. 07/21/98 - a portable renal sonogram with doppler flow evaluation was performed. This showed appropriate flow in the renal veins bilaterally which reduces the likelihood of renal vein thrombosis. Also noted were hypo-echoic renal cortices. Elevated resistive indices in the renal arteries were visualized bilaterally. This is more typical of findings seen in tubulo-interstitial processes or infiltrative processes. 07/23/98 - Magnetic resonance imaging (MRI) of the abdomen. This revealed decreased cortico-medullary differentiation involving the kidneys bilaterally consistent with medical renal disease. In addition, there is increased enhancement of the renal medullas bilaterally consistent with tubular damage. Both the renal veins and arteries appear patent. Small bilateral pleural effusions and a small amount of ascites and subcutaneous edema were also seen. 08/01/98 - Magnetic resonance imaging (MRI) of the head, pre and post contrast MRI study of the brain demonstrated diffuse high signal intensity within the cerebral cortex suggesting the presence of diffuse lamina necrosis secondary to generalized ischemia. Findings of diffuse cerebral infarctions were noted, and a small hemorrhage was seen within the right basal ganglia. 08/06/98 - G tube placement was performed. This was successful and the gastrostomy tube was placed without complication. 08/11/98 - Magnetic resonance imaging of the brain. A large right basal ganglia hemorrhage with surrounding ischemia was noted, as was mass effect with midline shift to the left and sub-falcine herniation. 08/19/98 - CT of the head without contrast. This study was performed status post placement of a ventriculostomy tube on the left. There was associated new left frontal hematoma and intraventricular hemorrhage. There was no significant interval change in ventricular dilatation from previous studies. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 17 08/21/98 - CT scan of the head without contrast. A large right basal ganglia hemorrhage is noted and in the interim, since the last study of the head, the ventriculostomy tube has been removed. No new areas of hemorrhage are seen. 08/21/98 - portable abdominal ultrasound. Sludge was noted within the gallbladder; however, no evidence was found for cholelithiasis. No other abnormalities were noted within the abdomen. 08/23/98 - CT scan of the head. On comparison to previous study performed on 08/21, there is the possibility of a slight increase in the amount of midline shift, diffuse hemorrhage associated with sub-falcine and downward herniation is still noted. Partial resolution of some of the blood products seen on the previous study has occurred. 10/02/98 - CT scan of the chest. No evidence was seen for pulmonary embolus. There was, however, noted nodular interstitial thickening with peribronchial thickening diffusely in both upper lobes suggesting infectious causes such as microbacterial, fungal, or viral infection. Consolidation with collapse of both lower lobes is seen, and a small pericardial effusion was noted. Senor was discharged and sent to Central Hospital in Mexico under the care of Ricardo MD. Senor received the following diagnoses on discharge: • • • • • • • • • • • • Heat stroke Persistent vegetative state Cerebral infarction Intracerebral hemorrhage Acute respiratory distress syndrome Aspiration Acute renal failure Rhabdomyolysis Cardiac arrest x 2 Myocardial infarction Shock Pneumonia HOSPITAL CENTRAL, SAN LUIS POTOSI, SAN LUIS POTOSI, MEXICO No records were made available from this hospital for review. SERVICE PROVIDERS AND THEIR INVOLVEMENT WITH CARMELO SINCE RETURN TO MEXICO Carmelo was returned to Mexico from the United States in 1998. He has received case management services from December 2000 to the present from RN, CLCP, a case manager with Armstrong and Associates in Charlotte, NC. Mr. is known as a case manager by this planner. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 18 Dr. Raul Senor an internist and neurologist, assumed responsibility for care in 1999 after Senor return to Mexico, a role Dr. continues in to the present. Dr. is both in private practice and also functions in San Luis Potosi as Regional Director of IMSS, the national health service in Mexico. He has been instrumental in arranging surgical procedures, coordinating transportation to medical evaluations and in arranging a multi-disciplinary series of evaluations requested by Mr. and held April 2001 and January 2002. He has not had occasion to see Carmelo since his departure for an evaluation at Texas Institute for Rehabilitation and Research in Houston, TX in January 2002--over one year ago. Reportedly, Carmelo is seen at his home once per month by Jose Luis Rosas Corona, MD, a physician affiliated with Farmacia Santa Clara, the local pharmacy in Cuidad de Maiz from which the family secures some consumable supplies and medications. Carmelo was hospitalized briefly for an infection at his tracheotomy site in Luis Potosi for five days November 23, 2000. He has also had one reported instance of upper respiratory infection in December 2001. He has had skin breakdown on his back due to a malfunctioning wheelchair back no longer used. He has required no other hospitalizations since that time, save for one overnight hospitalization at Hospital de los Angeles in San Luis Potosi prior to departing for a scheduled inpatient evaluation at Texas Institute for Rehabilitation and Research in Houston, TX in January 2002. Upon admission to Texas Institute for Rehabilitation and Research in Houston, TX in January 2002, it was also learned that the shunt originally inserted at the University of North Carolina Hospital was replaced, that Carmelo had one instance of seizures, and as well, gastric difficulties since returning to in 1998, events not recorded prior to that hospitalization. Durable Medical Equipment consisting of a lift and semi-electric bed was purchased in December 2000 for Carmelo at Especialidades Medico Quirugicas in San Luis Potosi by the case manager for Carmelo Mr. a Registered Nurse and Certified Life Care Planner, is employed by North Carolina. This was case manager first of three visits made to visit Senor On his first on-site visit with Senor in December 2000, Mr. conducted a physical examination of Senor and his living environment. He also purchased equipment for Senor consisting of an Invacare 5001 bed and lift. Mr. secured two blankets, two pillows, as well as sterile gloves, Shiley cannulas, Foley catheters, and other consumable items at that time as well. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 19 Mr. next visit occurred thirteen (13) months later when he traveled to Mexico January 2002 to complete an on-site review of a long-term facility, Hospital de los Angeles. At that time, the following supplies were purchased by Mr. 20 cases of Affective #10 diapers, 6 #10 Shiley tracheostomies, 14 Foley catheters, 30 bags of IV Saline, 14 Desvarset Maxi-drip tubing, and 10 bottles of alcohol solution. Mr. also sought, prior to his arrival, to develop an arrangement with the supply distributor whereby supplies would be routinely delivered to the family. His notes do not reflect whether this arrangement was secured or not. His on-site visit was immediately prior to Senor departure for Texas on January 29, 2002. Senor was admitted to Hospital de los Angeles on January 28, 2002 to allow the San Luis Potosi hospital to evaluate him for possible long-term placement upon his return from Texas Institute for Rehabilitation and Research, where he was also scheduled for an evaluation requested by Mr. that started on January 29, 2002. Ultimately, Senor Porfirio declined to have his son placed in the facility as the hospital was unwilling to allow him to provide care to and stay with his son overnight at that facility. Heretofore, Senor Senior had been willing to consider institutional placement as long as he was able to provide some aspect of care to his son when in an institutional setting. When this was not possible, he refused this setting. Mr. next flew from North Carolina to Houston, TX on March 1, 2002 to attend the Discharge staffing held for Senor at Texas Institute for Rehabilitation and Research (TIRR) in Houston, TX on March 11, 2002. His available records confirm that he returned to North Carolina with copies of some aspects of the records for Senor It is not known whether he requested a full copy of the record. Mr. next case management contact with the family occurred ten (10) months in late December 2002 when Mr. delivered the wheelchair prescribed March 2003 for Senor by TIRR staff. For that visit, he also secured 72 packages of Adult diapers, 30 bottles of saline, 10 IV tubing, 4 #26 French Foley catheter to be used for gastrostomy tubes, 3 #10 Shiley cannulas for tracheostomy replacement, and 12 boxes of gloves which he delivered to the home. He has had no further visits with the family since then. Attorney has indicated that in correspondence from Mr. Mr. is now approved for one on-site case management visit per year to the family by the insurance carrier, Insurance. Mr. also conveyed that in Mr. has been given permission to prepare a life care plan for Senor in September 2003. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 20 Between September 2002 and June 2003, a time period of some ten (10) months, no further reports have been developed by Mr. No additional visits to Mexico are noted as being planned and the file is noted as having “no activity” in January 2003 after several months. There does not seem to be an active Rehabilitation Plan and as stated above, no Life Care Plan has been prepared summarizing Mr. conclusions regarding the needs of Senor TEXAS INSTITUTE FOR REHABILITATION AND RESEARCH Aspects of the Discharge Summary prepared on March 19, 2003, by Magda MD and reviewed by MD, Assistant Director, Brain Injury Unit, Texas Institution of Rehabilitation and Research, are next presented. As with the Discharge Summary from University of North Carolina Hospital, no time will be utilized to formulate a narrative extracted from this summary. The summary is quite detailed and speaks for itself: DATE OF ADMISSION: 01/29/02 DATE OF DISCHARGE: 03/11/02 REASON FOR HOSPITALIZATION: Rehabilitation status post brain injury secondary to heat stroke, in permanent persistent vegetative state. HISTORY OF PRESENT ILLNESS: The patient is a 40-year-old male and with a diagnosis of anoxic brain injury secondary to heat stroke on 07/10/98, whileat work in North Carolina. His course was complicated by renal insufficiency and cardiopulmonary arrest. The patient also required tracheostomy and G-tube placement. His acute hospital course was also complicated by pneumonia on 10/23/98. He was transferred to Mexico for further management. The patient also has a history of hydrocephalus, status post ventriculoperitoneal shunt on 06/17/99; seizure disorder tonic clonic x one; with no medical treatment; and gastric ulcer on 06/21/99. The patient has been treated with family in Mexico, followed by enterologist Dr. Raul He was transferred to TIRR on 01/29/02 to address his rehabilitation needs and for family training. PAST MEDICAL HISTORY: As above. ACTIVITY LIMITATIONS ON ADMISSION: 1. Inability to ambulate. 2. Inability to perform activities of daily living. 3. Inability to perform basic mobility. 4. Severely impaired cognitive and communication skills. INVESTIGATION: 1. Doppler performed on 02/02/02 showed no evidence of deep venous thrombosis in the lower extremities. The popliteal veins could not be Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 21 imaged bilaterally; clinical correlation recommended. The study was technically difficulty due to his spasticity. 2. On 01/30/02 chest x-ray showed minimal left lower lobe retrocardiac atelectasis. 3. On 02/01/02 chest x-ray showed moderate pulmonary vascular congestion. 4. On 02/07/02 x-ray of the right wrist showed diffuse osteopenia throughout the right wrist with no acute fractures of dislocations. fractures or abnormalities but diffuse osteopenia, most prominent in the periarticular region. 5. On 02/07/0/2 x-rays of the spine, three-views showed diffuse osteopenia over the visualized skeletal structures, ventriculoperitoneal shunt visualized overlying the left posterior aspect of the skull. No gross abnormalities in the sinuses. 6.. On 02/07/02 left hand x-ray, two-views showed no gross abnormalities. 7. On 02/07/02 right ankle AP and lateral views showed no acute fractures or dislocations, soft tissue swelling at the ankle. Diffuse osteopenia of the visualized skeletal structures, fractures identified. Osteopenia of the visualized skeletal structures, dislocation, mild osteopenia of the visualized skeletal structures. 8. On 02/07/02 right knee x-ray two-views showed no gross fractures identified. Osteopenia of the visualized skeletal structures, dislocation, mild osteopenia of the visualized skeletal structures. 9. On 02/07/02 right hip x-ray showed no acute fractures or dislocation, mild osteopenia of the visualized skeletal structures. 10. On 02/07/02, right elbow AP and lateral showed no acute fractures of dislocations. Periarticular osteopenia intensified formation from the olecranon process. 11. On 02/07/02 left shoulder x-ray two-views showed the patient's shoulder in internal rotation. No fractures. Partially visualized retroperitoneal shunt in the left hemithorax. 12. On 02/26/02 skull series showed ventriculoperitoneal shunt not visualized in its entirety, secondary to overlying projection of skull bone. However, the visualized portion demonstrates no evidence of disruption. The shunt appears across the midline. HOSPITAL COURSE: Mr. following: Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 22 hospital course was remarkable for the Respiratory: He was downsized to a #6 tracheostomy. He was found with thick secretions and was started on aggressive pulmonary toileting, with improving respiratory function. Gastrointestinal: The patient had coffee ground emesis on 02/01/02. He was cleared with one lavage. Gastroenterology services was consulted. They recommended H2 blockers and lavage p.r.n. No esophagogastroduodenoscopy was needed at this time. The patient also vomited his tube feeds on 02/07/02 and his tube feeds were held. Eventually his emesis resolved on its own and the patient was restarted on his tube feeds with low residuals. Infectious disease: The patient spiked a fever of 102 OF on 02/01/02. He was placed on a broad-spectrum antibiotic treatment. Cultures taken from blood, urine, and sputum. The patient was found to be tachycardic with a temperature of 103 OF and was found to be hypotensive. He was transferred to Hermann Hospital, where he was treated for urosepsis, then transferred on 02/05/02. He was kept on antibiotics until he completed his course at TIRR. The patient eventually did not develop any other infectious disease issues. Neurologic: The patient had an MRI of the brain to rule out hydrocephalus. The reading was positive for hydrocephalus versus and the patient was deemed a poor candidate for further surgical treatment. Dr. Mims was consulted for further recommendations. Musculoskeletal: The patient was started on a casting regimen for the upper extremities. He was examined under general anesthesia on 02/21/02. The patient was found to have contractures on the upper and lower extremities, and was started on antispasmodics, with good results. TREATMENT RENDERED: The patient had involvement of physical therapy, occupational therapy, skilled nursing and medical care. PROCEDURES PERFORMED: None. GENERAL: The patient is unresponsive, lying in bed comfortably, with decerebrate posture. HEENT: Pupils were equal, round and reactive to light. The patient with no tracking. Pink and moist oral mucosa. LUNGS: Essentially clear to auscultation bilaterally. CARDIOVASCULAR: Regular rate and rhythm. No murmurs, rubs or gallops appreciated. ABDOMEN: Soft, nontender, non-distended. PEG site is clean with dressing applied. EXTREMITIES: No edema in the bilateral lower extremities. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 23 NEUROMUSCULAR: The patient was making nonpurposeful movements. He does not follow commands and is nonverbal. The patient has increased tone in the bilateral upper and lower extremities. Unable to assess sensory. Deep tendon reflexes show bilateral patellar reflexes and biceps and triceps increased. Motor strength was unable to be assessed secondary to his vegetative state. CONDITION UPON DISCHARGE: Stable. DISCHARGE MEDICATIONS: 1. Prevacid 30 mg per PEG q.h.s. 2. Albuterol and Atrovent nebulizer treatments q. 8h. 3. Baclofen 10 mg per PEG q.i.d. 4. Dulcolax suppository q.h.s. FINAL DIAGNOSES AND IMPAIRMENTS INCLUDING PA1 1. Status post anoxic encephalopathy. 2. Spasticity. 3. History of shunt on 06/17/99. 4. Seizure disorder 5. History of gastrointestinal bleed and gastric ulcer. 6. Status post tracheostomy. UNMET GOALS TO BE ADDRESSED AFTER DISCHARGE: None. DISPOSITIONS, INSTRUCTIONS, AND FOLLOWUP: The patient was discharged home to Mexico with his father. He was provided a wheelchair and suctioning achine. He will be followed by his neurologist at home.3 CURRENT STATUS OF GOODS, SERVICES, AND PROJECTED CASE MANAGEMENT CONTACTS FOR THE FAMILY Multiple recommendations were made for Carmelo upon discharge from TIRR. The prescription medicines prescribed have already been reviewed and only the Albuterol is used at the present. It should be noted that Senor was provided with two months’ worth of supplies and medications upon discharge from TIRR. Senor and his daughter, Yolanda, were trained in many aspects of Senor care and have made judicious attempts to conserve what supplies from TIRR that they can in the year and one-half since Senor was discharged. Some aspects of Senor daily regimen were changed at TIRR, for example, he was down-sized to a #6 Shiley tracheostomy tube. The reduction in size of the tracheostomy tube recommended for Senor may not have been reviewed at the Discharge Staffing Mr. attended, for supply re-ordering 3 Magda, MD. Discharge Summary. Texas Institute for Rehabilitation and Research, Baylor College of Medicine, Houston, TX, March 19, 2002. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 24 completed by him in September 2002 attendant to his last trip only reflects the obsolete #10 size formerly used. An audit was completed of all supplies prescribed and available at Senor home in May 2003. An audit was also completed of the entire TIRR medical record obtained during on-site consultation with MD on June 2, 2003. These two audits indicate that equipment and many supplies prescribed for Senor by TIRR and sent with him into Mexico have not been re-ordered since his discharge March 2002. Due to this oversight, this planner chose to order and have shipped to Senor the #6 Shiley tracheostomy tubes prescribed for Senor at the TIRR evaluation. This planner also re-ordered the #1853 HydroTherm w/lever lock device Senor Senior and his daughter were trained to use at TIRR. At discharge, Senor was provided with one box of 50 devices–sufficient to last two months. They have carefully cleaned and re-used each device as long as possible and made every attempt to conserve them. Despite these measures, only ten (10) were left at the time of the home visit in May 2003. Two boxes containing 200 of these prescribed devices were ordered and shipped in care of Farmacia Santa Clara to reduce the likelihood of infection for Senor ill with an upper respiratory infection at the time of the home visit. This planner has as a also arranged for rental of an O2 concentrator to be shipped to the safer and more cost-effective alternative than the bottled gas now used. A newer nebulizer model is being shipped this week to replace the out-dated Yeong Chi model provided to the family, as well as100 new syringes for bolus feedings, and four (4) crates of Ensure to supplement the family’s having to rely on preparing a blender full of pureed chicken, beets (“betabel”) Carnation milk, carrots, lettuce, bananas, cereal, Karo syrup, and “chayotes” for Senor daily feedings. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 25 IV SECTION FOUR SENOR CARMELO PLAN FOR LONG-TERM SERVICES METHODS USED TO INVESTIGATE LONG-TERM NEEDS RECORDS AND TEXT REVIEW The following records were received and reviewed as part of this planning process: Ph.D.4 • Deposition and Life Care Plan Prepared by • Deposition of • 310 Pages of Progress Notes, Bills and Miscellaneous Correspondence Maintained by RN, CLCP, Case manager, NC • University of North Carolina Hospitals Medical Record, Chapel Hill, NC5 • Texas Institute for Rehabilitation and Research, Houston, TX6 RN, CLCP INTERDISCIPLINARY PLANNING EFFORTS: CONSULTATION WITH LUIS MD A site visit was accomplished at the request of J. Attorney at Law, by this planner and an associate flying to San Luis Potosi, MX on May 5, 2003. The purpose of the trip was to consult with MD and complete a home visit with Carmelo and his family members. The first consultation was completed with Dr. the evening of May 5, 2003 and 4 185 Pages 5 1,323 Pages 6 623 Pages Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 26 the second on May 7, 2003. During the first consultation, Dr. outlined his service history with Carmelo the most pertinent health and safety risks he feels are presented by the current living environment, his treatment history including intra cranial valve replacement, the history of respiratory, pressure ulcer and nutritional issues, and his conclusions about the capability of the family to care for Carmelo after such a long period without nursing supports. Family burn-out was discussed as a pertinent concern as were the obvious geographic restrictions to service inherent in their current location. Following the home visit conducted in on May 6, 2003, this planner again met with Dr. for an early morning consultation to brief him on pertinent family dynamics, the obvious “burnout” and risk for illness of family members now have occasioned by their almost continuous lack of regular sleep cycles. The obvious clinical depression apparent for Yolanda, Carmelo sister, was reviewed as well. Steps and strategies that could be used to persuade Senor Senior to move his family closer to medical services were discussed. Dr. viewpoints were sought on the merits of an inpatient evaluative stay at San Javier Hospital in Guadalajara, MX. He was most supportive of and endorsed the idea as a means to acquaint Senor with the benefits of medical services in Guadalajara, and in fact, agreed to participate by traveling to Guadalajara in his role as attending physician to participate in the Discharge staffing if such a stay could be arranged for early fall. He agreed to assist by also presenting to Senor Senior the geographic, service, cost, and living benefits inherent in residing in one of the Guadalajara colonias, or at Lakeside and its environs, where rural life more similar to that in can be obtained, but with many more conveniences. The range of services, providers, diagnostic work ups, routine blood work, G-tube replacement, durable medical goods, transportation, medications, and the entire range of goods affirmed by Dr. can be found in the Resources section of this report. INTERDISCIPLINARY PLANNING EFFORTS: CONSULTATION WITH LOCAL SUPPLIERS Senora Maria Balbina was contacted during the site visit to She did not, due to the type of pharmacy she owned, have the capability to produce a detailed bill summarizing all the goods and supplies provided to Senor in the last several years to document the frequency of use, replacement cycle, and numbers and varieties of supplies utilized. She was most cordial and offered to reconstruct the supply list from memory but was not asked to do that. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 27 INTERDISCIPLINARY PLANNING EFFORTS: CONSULTATION WITH MD This planner flew to Houston, TX June 2, 2003 in order to consult with MD, Assistant Director, Brain Injury Program, Texas Institute of Rehabilitation and Research, Baylor College of Medicine and obtain his recommendations for services. Dr. confirmed that Carmelo brain damage is significant, wide-spread, irreversible and that his life expectancy, with appropriate intervention, could be between 10 to 12 more years. He also estimated that Carmelo functioning is between a 1 and 2 on the Rancho los Amigos Scale of Brain Injury Functioning. This scale, developed by staff at Rancho los Amigos provides a quick and easy descriptive way to appraise an individual’s ability to respond to his circumstances. It is reproduced in the Appendix of this report to provide the reader with a ready means to gauge Carmelo vulnerability and his lack of capability to respond to any aspect of his environment. Considerable time was spent discussing family dynamics, the condition of the family home, its distance from any services, the deplorable lack of modern features–space, heat, toilets, telephone, sterile hot water-- attendant to Carmelo’s stay there for the last 5 years-- and the health risks these conditions posed for him. Priorities for a case manager seeking to advance greater proximity of care and basic sanitation for the family were discussed, as were family dynamics of importance. Strategies to use in working with Senor Senior were reviewed as were the behaviors of Senor toward nursing staff during Carmelo inpatient stay. The extreme care-giver burn-out and depression observed in both family members was reviewed with Dr. as a function of five years of continuous care giving. Ways to bring about a geographic change for the family were reviewed. The wisdom of seeking an outcome that would be of demonstrable benefit to Senior Senor was reviewed and endorsed by Dr. The steps to secure an evaluation at San Javier Hospital in Guadalajara in which Dr. as treating physician, could participate as well as Senior and his daughter, was approved by Dr. as a way to not only to obtain current baseline on Senor functioning, but to permit adherence to the every 6 month G-tube change and trach tub change, recommended by TIRR over thirteen months ago. A plan to couple active work with the family, coupled with other actions that could affect a geographic move and place the family closer to more competitively available housing, goods and services was also reviewed. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 28 Difficulties in securing appropriate supplies and equipment were discussed, as was the dubious utility of using a Solara wheelchair designed for sidewalk use in a rough terrain environment like This planner’s intent to include a wheelchair in the Life Care Plan that not only could be secured at Everest and Jennings or Invacare in Guadalajara, but one with larger tires to permit operation on cobblestones or rocky terrain, was endorsed by Dr. as realistic. Dr. recommended that, at this point, Carmelo care needs could be met by a bi-lingual well-trained, very patient internist, as opposed to specialist in rehabilitation medicine. Continuation of neurology care was also recommended to ensure monitoring of Carmelo shunt. Provision of weekly in-home nursing evaluations, coupled with reliance on highly trained home health aides for daily care was recommended by Dr. as was use of adapted transportation to ensure access to services, and, acquisition of accessible, clean and up-to-date housing resources. Purchase of all equipment recommended by TIRR staff in March 2002 for positioning of Senor is included in the Plan, as are efforts to secure the supplies prescribed for Senor Greater continuity of case management services is recommended as well to assist the family in bring about the geographic transition they need to make for their disabled relative. In summary, all of the items agreed to by Drs. life care plan for Carmelo and Dr. make up the INTERDISCIPLINARY PLANNING EFFORTS: CONSULTATION WITH KEITH SOFKA, LICENSED ASSISTIVE TECHNOLOGY PROVIDER Keith Sofka, partner to Dr. Caragonne in Caragonne and Associates, LLC, participated in the in-home assessment of Senor in a capacity as a designer of accessible environments for persons with disabilities. His recommendations on features needed in an accessible home were discussed with and approved by Senor during the home visit. These recommendations for architectural modifications appear in the Life Care Plan, as are his other observations regarding both the frequency and content for future case management service delivery. PLANNING EFFORTS WITH SENOR CARMELO This planner’s conclusion that appropriate, accessible housing be secured for Carmelo was reviewed with his father with his father in agreement that a change would be beneficial. Senor as well conceded the benefit of an inpatient stay in Guadalajara in September 2003 to identify physicians that could treat his son, and, expressed much interest in promptly securing this evaluation. He agreed to having ambulance transportation arranged for his son to travel to Guadalajara and Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 29 evidenced strong interest and willingness to explore other housing options. He and his daughter agreed that the daily care responsibilities shouldered to date were wearisome. Yolanda, Senor sister, stated she is now sad “todo tiempo” all the time, for her brother, that her work is without end, “el trabajo estáá sin un extremo”, and, further that “a partir de tiempo al tiempo, pierdo toda la esperanza que seráá siempre diferente”... ”from time to time I lose all hope that it will ever be different.” Both agreed to work with a case manager to explore other options for care that could keep their son and brother residing with them, yet offer him a higher level of services. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 30 V SECTION FIVE SENOR CARMELO PLAN FOR LONG-TERM SERVICES CONCLUSIONS MADE AFTER HOME VISIT, RECORDS REVIEWED, AND CONSULTATION WITH TREATING PHYSICIANS THE “EJIJIDO” The family homestead was reached at 9:45 AM, Wednesday morning, following a three (3) hour bus trip. Attorney Keith Sofka and this planner arrived and walked the three blocks to Famacia Santa shown below, to meet the owner, Senora Maria and secure some form of transportation to the home. Transport in the back of a flat-bed truck was secured to the family’s home. The family lives 20 minutes outside of on the road shown to the left. As one drives out of town, telephone lines cease. Road surfaces deteriorate. Housing size and density decreases and electric lines become fewer and fewer. A cattle-guard and open gateway marks the beginning to the “ejijido” or Indian owned land in which Senor and his family maintain property. A driver veers to the left from the main thoroughfare to enter the section of lands on which the family and others maintain homesteads. The properties are largely untilled farm land with cows, horses, burros, and cinder-block shacks. There is no transportation from the city to this property; no taxis in the city, and most people walk the distance from the “ejijido” to eleven kilometers away. No houses signify the way to the property and it remains primarily somewhat densely forested, uncultivated scrub land. The homestead sits on the right after completing Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 31 the short drive to the property. The gate shown in the picture to the right marks the property entrance. As can be seen, a dusty and rocky path leads to the oneroom cinder-block dwelling in the back that houses Carmelo, his father and sister. Other cinder-block houses dot the property, the majority of them vacant and unused as other family members have moved away, married, or have left for the US to look for work. A deteriorating adobe wall fronts the path on the right of the path to the little house. Chickens and roosters flock along the path as shown in the picture below. A laundry is drying on the line to the left of the walkway confirming that Yolanda has, as is the case daily, just washed one of Carmelo’s three sets of sheets and is drying them in the sun. Five meters behind the cinder-block house sits a neighbor’s property, much coveted by Senor and Yolanda, as it has a real “sanatoria” (bathroom), a sewage line and hot and cold running water. CURRENT HOUSING “RESOURCES” The outside of the cinder-block shacks, originally visited by Case Manager Attorney and Attorney in late December 2000 is pictured to the left and above. On the next page is the cinderblock dwelling shared by Porfirio his son and daughter. The inside of the shack measures 7 x 6 meters. Three people live in a space of approximately 23 x 20 feet–slightly larger than the size of a one car garage in the United States. Carmelo has been cared for in these cramped quarters since his return from the United States in October 1998–four years and seven months ago. The living space is dark on the inside with only one bare bulb from the ceiling and the side windows blocked with card board. The roof, shown below, is made of metal and covered inside with cardboard boxes to keep rain from falling on Carmelo. When it is rainy season and mosquitos abound, a white lace scarf is placed over Carmelo’s head to keep the bugs from landing on his face. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 32 Carmelo’s bed is placed in the center of the room. Approximately two feet of space are available on either side of the bed for a walkway, less than one foot is available at the end of the bed because the Solara wheelchair is stored there, and two feet at the head of the bed are available where a person can stand to do suctioning once per day, bolus feedings five to six (5 - 6) times per day, and nebulizer treatments four (4) times per day. At the eastern wall of the building, a long table is used to house the nebulizer machines, two suction machines (one broken), bottles of Lubriderm, various boxes of diapers (three left at the time of the home visit). The oxygen tank sits in the corner to the left and on the right is the Hoyer lift, a fan, boxes of gloves, extra sheets, and leg splints prescribed for Carmelo’s use at TIRR. The wheelchair purchased in November 2001 could not be located. The bed obtained by Case Manager for $1500.00 through the Mexican durable medical supplier is shown in the picture below left. At the north end of the room is a refrigerator and bottles of water. A table with a white plastic tablecloth is the location for many of the supplies used. It houses the bowl containing the six bolus feeding tubes which are left (picture above), an admixture of vent tubes, gloves, prescription medicines, Gingko biloba (prescribed by a curandero to improve Carmelo’s memory), syringes, Jarabe cough syrup, Baby Magic, gauze, Carmex for Carmelo’s dry lips, scissors, a box of suction tubing, #28 French Foley catheters, Dermodine solucion, vegetable oil, Karo syrup, bottles of Ilosone liquid, B-12 Elixir (for memory), Solucion CS for Flex-o-Val, sodium chloride used for breathing treatments, injections, Vino Medicino, a naturopathic medicine, cotton balls, and various antibiotics used for the frequent upper respiratory infections Carmelo now gets–Erythromycin, Gentamicin, and Ampigen injectables. The table houses a small spiral notebook into which Yolanda meticulously notes the progression of each day, what treatments she performs at what time, for her brother, and what supplies were used. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 33 Carmelo is pictured at the right. Although the pictures do not reflect it, Carmelo has significant contractures in his hands and feet. The positioning program prescribed by TIRR has apparently not been able to be maintained in the absence of the bolsters and positioning devices prescribed. His toes and fingers can be pried open with great difficulty for cleaning, reported his sister. His skin was of good color, not thin, with no pressure ulcers. He had a significant raspy cough with much mucous, necessitating that Senor request of this planner a shipment of the #1853 Hydro-Therm w/lever lock devices, prescribed in March 2002 and now almost used up. To the right of the door is the bed used by Senor and his daughter. Senor arises every two hours at night and turns his son. Yolanda does the same in the daytime and both are responsible for getting Carmelo out of bed and into his wheelchair for 2 - 3 hours per day. Both are responsible for maintaining the passive range of motion exercises they were taught at TIRR. Yolanda is responsible for changing Carmelo’s diapers 6 - 8 times per day and for preparing the pureed mixture of food she creates in a blender that she later puts into his Carmelo’s Gtube. Carmelo is suctioned once per day. Carmelo receives frequent bolus feedings and does not have apparent access to the prescribed nutritional fiber recommended by TIRR. Carmelo is bathed in bed using cold water and a sponge. Carmelo’s tubes, vent and trach devices are also cleaned with cold water and vinegar. Devices that directly enter his throat cannot be sanitized, nor apparently, replaced with regularity. When Carmelo is placed in his chair the requisite hours per day recommended, the only space available in which to wheel his chair is immediately outside the front door on a small Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 34 covered plywood porch. Senor sub-standard and cramped environment lacks a telephone, reliable electricity, a cistern, running water, heat, an adequate roof and floor, indoor plumbing, no capability to sterilize devices he has to rely upon to breathe, and lacks adequate living space in which to move and transfer him from bed to wheelchair. There are no bathing facilities. Family members are required to perform all personal activities with little regard for dignity and privacy. Senor has little to no access to the outdoors given the type of tires on the wheelchair purchased for him. He requires medical attention for his cough and surgical intervention to remove the growth on his left ear that has grown back. In this environment lacking even basic shelter, funding made available to the family has been prioritized as follows: Senor was provided a lift that can only be used if available furniture is moved each time the lift is used. Senor was provided that does not raise to assist care givers in caring for Senor a bed lacking a mattress that can prevent skin breakdown. Lastly, he was provided with a $5,000.00 wheelchair designed for use in an urban environments and unusable in the terrain where he resides. Risk Factors for Senor If Senor is forced to remain in his current living environment, he will remain at risk for continued upper respiratory infections and pneumonia. Infections are now being treated, they are not being managed. He has developed extensive osteopenia due to his immobility and is at risk for limb fractures and breakage during transfers. He is at risk for nutritional deficits and infection given current methods of feeding. TIRR staff note on March 11, 2002 that putting food or other liquids through his PEG tube was not recommended due to increased risk of clogging or infection. He is at risk of decreased respiratory/pulmonary exchange. He has no opportunity to interact with his environment, however minimally. He has no current access to a bilateral upper Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 35 extremity or bilateral lower extremity bed positioning program that will inhibit abnormal tone and increase his available range of motion. He is at risk of aspiration secondary to his cognitive deficits. He is at risk of deep vein thrombosis secondary to decreased mobility. Given the limited amounts of time he is now in the wheelchair, he is at risk of developing increased tone. The objective of extensive bed positioning efforts and wheelchair positioning activities completed by TIRR staff were in service of decreasing his tone. The wheelchair prescribed was designed to improve his respiratory status and inhibit tone. Risk Factors for Care Givers Respite care givers and home therapy were key aspects of the program recommended by TIRR. This have not been obtained since his discharge March 2003, leaving his two family members with sole responsibility for his daily care, once again. Senor is at near coma level of functioning as ascertained by TIRR staff on February 25, 2002. He was noted to be consistently responsive to stimulation presented to 2 sensory modalities and partially responsive to commands. Although the actual extent of his abilities to comprehend may be highly limited, continued facilitation of communication, recommended by TIRR staff, will be difficult to execute with concomitant care giver burn-out, depression, and despair. Considerable funds were expended for the TIRR evaluation. Presumably the evaluation was requested to secure the recommendations of highly skilled treatment staff. Were that to have been the case, after treatment recommendations were obtained, case management contact after March 2002 would have been increased to implement the recommendations made. This has not been the case. Inexplicably, case management contact, already at insufficient levels to permit work with the family, were reduced to symbolic levels only after March 2002. The once per year level of on-site contact now allowed the non-Spanish speaking case manager is grossly insufficient if substantive change in the patient’s circumstances is anticipated–or in fact, desired by the insurer. Change cannot occur under circumstances marked by language incompatibility, temporal inconsistency and cultural innocence. If change is to occur, the case manager must be given sufficient time–and language tools--to execute a plan of service that will prolong–not suppress-Carmelo life. OVERALL PLAN OBJECTIVES OF SAFETY, HEALTH AND CONTINUED LIFE This care plan has three over-arching goals for Senor ncreased safety, increased Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 36 health, and a lifespan not precipitously shortened by further medical and service neglect. He is manifestly unsafe in his current environment. He is obviously unhealthy. And he is receives neither the proper amount of case management services nor services targeted toward changing his living conditions. APPROPRIATE HOUSING AND MODERN MEANS TO COMMUNICATE A six months time-frame must commence, characterized by active on-site work with the family that is targeted toward tangibly changing their living circumstances, and, their attitudes toward change. Time must be expended by the case manager on-site one week per month, once accord is reached on plan objectives (however that “agreement” is reached). The case manager must be permitted–and required--to extend active outreach to the family in service of helping them reach a decision to move to a new, more healthy environment. The family needs to be given sufficient time to reach this conclusion. Six months of intensive case management effort, coming on the heels of two to three years of benign neglect, does not seem unreasonable. If, after six months, it does not appear to be likely that this decision can be made by the family, then the adjustments necessary to their current living environment must be made and a new home constructed. A new home with plumbing, telephone, such luxuries as hot and cold running water and indoor must be extended to the family by the case manager. It is recommended that a move from their current location even occur prior to their supporting a geographic move. Rental housing is easily available in and in San Luis Potosi. Removing Senor from the deplorable conditions in which he resides is a priority. The strategy selected to secure the family’s endorsement of a geographic move is that of an inpatient stay at San Javier Hospital. As the first step recommended, this hospitalization should be contemporaneous with time spent showing the family the tangible benefits of greater proximity to medical care. Such other benefits as provision of adapted transportation should occur during this time. All efforts made with the family should be in service of seeking to restore to them some degree of the control they have lost attendant to their loved one’s injury. Activities with the family should not be at arms length. A relationship with the family is the vehicle through which they can better understand the benefits of a geographic move and is the means through which Carmelo circumstances can be changed. Attempting to short-circuit development of a relationship, as has been the case in the past, has been manifestly unsuccessful. Equally unproductive will be any extension of efforts to by-pass the family, significantly Senor as head of the household. ACCESSIBILITY OF ADAPTIVE TRANSPORTATION The family has no transportation that protects their family member. Traveling in the back of a pickup truck to medical appointments is not an appropriate means to transport a significantly disabled person. Adapted transportation in the forms of light vans is easily available in Mexico, economical to use, and quite accessible by US pricing standards. Newer Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 37 Nissan models and models from Italy are cost-effective, light weight and will decrease reliance on cumbersome ambulance services and concomitant scheduling. AVAILABILITY OF MEDICAL SERVICES Services to the family are practically nonexistent. The first target objective is greater geographic proximity to medical services, if that can be reached. If not, then more frequent case management contact is dictated to monitor the changes in patient condition. The infrequent contact permitted Case Manager to date and the language incompatibility so apparent in his recordings meant that the seizure disorder and gastric condition experienced by Senor were not known until the TIRR staffing–two years after his work began. This information gap is incompatible with adequate case management support and can be remedied by allowing much more direct contact with the family. ADEQUACY OF FAMILY SUPPORTS There are no family supports. Nurses, qualified nurses, need to be obtained immediately, whether the family lives in or Guadalajara. Due to the prevalence of nursing and home health agencies in Guadalajara with which this planner has worked, this planner’s preference is for a move, for the family’s benefit as well as Case Manager Greater proliferation of bilingual medical staff, a fact of life in Guadalajara, will make securing qualified staff easier, but will allow him to move more rapidly to secure now absent medicines and devices prescribed for Senor APPROPRIATENESS AND SUFFICIENCY OF SUPPLIES, PRESCRIPTION MEDICATIONS, LABORATORY TESTS AND DIAGNOSTIC WORKUPS A list of all supplies, equipment, durable medical goods, and other items required by persons with no limited ability to respond to their environment, is included in the Life Care Plan that appears in the next section. UTILITY OF CURRENT DURABLE MEDICAL GOODS, WHEELED MOBILITY, AND TRANSFER DEVICES The durable medical goods purchased to date are inappropriate to the family’s needs and certainly inappropriate to their locale. Detailed within the architectural and wheeled mobility recommendations are the names of specific devices and home access features that will make caring for Senor much simpler. CONTINUITY OF CASE MANAGEMENT SUPPORTS Continuity is a level of support not characterized by abrupt or unexplained changes in the frequency and pattern of case management contact. Having said that, there can be no continuity of case management support unless the case manager is permitted–either by the insurer or mandated to do so by the Industrial Commission–to set and maintain--a predictable level of contact sufficient to obtain the resources Senor needs without sudden and inexplicable absences from the family. For the first twenty-four months, until a home, physician and nursing care, equipment and adapted transportation are achieved, family and provider contacts will be significantly higher than in later years. The contact Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 38 must be frequent, at least once per month, and given the lack of meaningful service progress to date, an intensive model of face-to-face service is required. Due to Senor Carmelo changing needs and the multiple variables involved in service delivery, a model of telephonic case management will not suffice, nor will a geographically distant model of contact. In this circumstance, a complex set of services needs to be quickly secured, coupled with all the difficulties inherent in securing, orchestrating and carefully monitoring nursing providers. Place into this mix, the fact that Senior Senor will strongly desire participation and a voice in how services are delivered (as well as attempt to direct them to some degree) and a multi-faceted situation requiring active management is created. Actions required to set up secure payment systems for vendors will be an additional task to coordinate. Added to all of these factors are the complexities–for either geographic location selected--of supervising Mexican housing contractors with sufficient closeness that the desired result for Senor is achieved, whether the accessible housing is built, or rented and then renovated. Once a service delivery structure is created which proves to work–verified by repeated on-site checks by the case manager–then the level of service can be reduced until the death of the Senior Senor occasions a new set of variables for management. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 39 VI SECTION SIX SENOR CARMELO PLAN FOR LONG-TERM SERVICES RECOMMENDED RESOURCES The next pages portray resources required by Senor Carmelo The Cost Charts will provide the name of the resource, its characteristics and purpose, a representative vendor, and the start and stop date of the resource. Charts are presented in “portrait” mode for easier reading. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 40 Life Care Plan for Señor Carmelo Lifetime Resources Required Architectural Renovation Resource Purpose Provider Start & End Date Frequency Relocation Costs Regardless of where a new dwelling for the family is located, relocation costs for the family will be incurred. Provider to be iden ified when needed. 2003 This resource may need to be repeated if a move becomes necessary. Suitable accessible housing for Señor A suitable home should be built or rented for the family. To to facilitate he proper care, safety and good health of Carmelo he home must have certain characteristics. These characteristics are described below. Local provider to be identified 2003 This resource may need to be repeated if a move becomes necessary. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. The home should provide sufficient space for family members will be living with Señor this would require a minimum of 1,000 to 1,200 square feet (approximately 100 to 112 square meters) of living space. The home should have at least two bathrooms, one designed for wheelchair access. This bathroom should include a roll-in shower, sufficient space for turning a wheelchair, and for a caregiver and Señor to be in the bathroom at the same time. The bathroom should also have sufficient storage space for specialized adaptive equipment. The home should have purified hot and cold running water, windows and doors with screens, floors that are easy to keep clean and dust free, a laundry area including a washing machine and clothes dryer, adequate lighting throughout the home, a telephone for emergencies and ongoing case management contacts. A covered garage area should be attached to the home so that Señor may transfer into his wheelchair accessible Van without exposure to the elements. All doors should be sized for easy wheelchair passage (0.9 m or greater). All hallways and common areas should be of sufficient size to permit easy wheelchair passage without crowding. The home’s wheelchair users require approximately 10 percent more space on average. This is because the wheelchair itself requires more turning radius, a minimum clear circle of five feet (1 53 m) in each room. Without this turning radius the individual in the chair may only enter he room normally, but must then exit in reverse. This turning radius also provides the individual in the wheelchair a comfortable place to be in each room that is not block other traffic. Large areas outside of he home should also be paved for easy wheelchair access outside. Some of these outdoor areas should offer sufficient shade to permit extended stays outside without risk of overheating. These areas should be paved to permit easy wheelchair travel. Some of hese areas could provide natural shade from vegetation, other areas should be covered with awnings or other overhang for rain protection. Grades (or vertical rises) should be no greater than 1:10 (one unit up for every 10 units forward). The house should be built on one floor and should be built so that the home and surrounding paved terrain shall have no greater than a one-half inch vertical rise for easy wheelchair access. The home should be equipped with a backup generator of sufficient size to operate some lights, the oxygen generator and suction equipment during times of power failure. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 41 Medical Care/Supports Resource Purpose Provider Start & End Date Frequency Internist This individual will be the “gatekeeper” for Señor care. To monitor internal status and to change G-tube and tracheostomy tube twice per year. The provider will be dependent upon where Señor is living. 2003 through Lifetime Three Times per Year and PRN Neurology To monitor the status of Señor shunt. The provider will be dependent upon where Señor is living. 2003 through Lifetime Once per Year Neurosurgery To revise Señor required. The provider will be dependent upon where Señor is living. 2003 through Lifetime PRN Case Management To integrate, secure, identify, support and maintain all services, supplies and care required by Señor as the result of his injury. To be identified 2003 through Lifetime 40 hours per Month for the First Year then 25 Hours per Month. VP VP shunt as Basic overview of the case manager’s job duties includes: recruit staff , orient staff, provide on-site training for all care givers, coordinate clinical training, patient emergencies, coordinate inpatient admissions, develop monthly staff schedules and post, conduct bi-monthly team conferences to monitor services, development of monthly staff schedules, staff replacement, coordinate and monitor all providers (medical, aide, and therapy), supplier contacts and ordering, employee payroll coordination, coordinate payments for all supplies, services and equipment, meet with treaters to coordinate the plan of care, identify new areas of need or changes in function, oversee construction and moves. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 42 Medical Equipment Resource Purpose Provider Start & End Date Frequency Portable Suction Machine 12 Volt Battery Operated This will be used while traveling and has a second backup during power outage emergencies. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Five Years Ambu-bag This device is used for emergency respiration. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Three Years 1 6' Foot Portable Ramp This ramp will be carried in the Van to be used for access. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every 15 Years 1 10' Foot Portable Ramp This ramp will be carried in the Van to be used for access. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every 15 Years Alternating Pressure Relief Air Mattress This mattress is used to continuously relieve pressure against the skin and prevent skin breakdown. EASE Seating Systems, Inc. Eagle Advanced Systems Engineering. Inc. 8716 Skyway Paradise, CA 95969 2003 through Lifetime Every Five Years Fully Electric Bed W/Siderails Señor currently has an electric bed. A fully automatic bed will provide greater convenience for his caregivers when this resource is replaced. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every 10 Years Mattress for the above Electric Bed To be used under the alternating pressure relief air mattress topper. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Five Years Water Purification System Public water in Mexico is not potable. Although bottled water is safe and readily available, so many areas of infection still exist, particularly for an individual like Señor For instance, dishes would still be washed in potentially infected water. These infections could be easily passed to Señor The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime As Needed Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 43 Medical Equipment Resource Purpose Provider Start & End Date Frequency Maintenance for Water Purification System Filters and UV lamps will need to be replaced periodically. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Approximately Every Six Months Hoyer Lift Señor currently has a Hoyer lift. This one will be a replacement. Once the overhead and ceiling lift is in place, the Hoyer lift will become a backup. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every 15 Years Sling for Hoyer Lift For safety this sling should be replaced approximately every two years or as it begins to show wear. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Four Years Overhead Ceiling Lift This ceiling lift will provide greater lift in support for Señor caregivers reducing the possibility of injury. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Eight Years Sling for Overhead Ceiling Lift For safety this sling should be replaced approximately every two years or as it begins to show wear. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Two Every Two Years Nebulizer This nebulizer is used to provide breathing treatments that will help break up secretions in Señor lungs so that a suction machine may remove them. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Two Years Stationary Suction Machine (Suchco) and Supplies This suc ion machine will be used on a dayto-day basis to provide proper tracheostomy care and support airway integrity. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Two Years Over Bed Tables (2) These tables will be used to hold supplies and other items for the convenience of caregivers while attending to Señor needs. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Every Four Years Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 44 Medical Equipment Resource Purpose Provider Start & End Date Frequency Emergency Power Generator Since Señor has a tracheostomy and requires periodic suc ioning, it is possible that a power failure would interfere with his proper care and could even be lifethreatening. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara and San Luis Potosi depending upon availability. 2003 through Lifetime Replaced Every Five Years As Needed Bolsters for Positioning These bolsters will assist Señor caregivers and positioning him in bed for procedures and pressure relief. Although commercial bolsters are not available in Mexico, similar bolsters can be fabricated readily by local craftsmen. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Five Years HEPA Air Filter This filter will be used in Señor bedroom to reduce the airborne dust par icles. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every 10 Years HEPA Air Filter – filter replacement The HEPA filter will need to be replaced approximately every year as needed. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Annually Fax Machine, paper and supplies This machine will be used to both send and receive information related to Señor care. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Four Years Clo hes Washer and Dryer (including a stipend to pay for electricity and gas used) These machines should be provided to reduce the workload of caregivers and to increase the sanitation of all articles that require washing. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Eight Years Reclining RollIn Shower Chair with Lap and Chest Restraints This chair will be used to shower Señor in the roll in shower described in the architectural renovation section. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Eight Years Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 45 Medical Supplies Resource Purpose Provider Start & End Date Frequency 4 Bottles Hydrogen Peroxide 16 Oz. To be used during suction. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 15 Bottles Normal Saline 1000cc To be used during suctioning, wi h the nebulizer and for other purposes. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 1 Box 2 X 2 Sterile Gauze Pad For general sterile wiping and bandaging. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Two Months 1 Box 4 X 4 Sterile Gauze Pad For general sterile wiping and bandaging. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 2 Bottles Sterile Water For use wi h trach and Foley catheters. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 2 Rolls 1" Plastic Micropore Tape For general bandaging and placement of tubing and other items. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 2 Trach Kits per Year To replace the existing trach tube. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Six Months 3 Cases Adult Diapers, Large (60 per Case) To address bowel incontinence. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 46 Medical Supplies Resource Purpose Provider Start & End Date Frequency 1 Box Bed Pads To preserve bed linens due to incon inence. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 1 Box Alcohol Swabs For general sterile cleaning and prior to injections. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly Lambskin Boots (2 Pair per Year) To reduce the probability of skin breakdown. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Six Months Lambskin Elbow Protectors (2 Pair per Year) To reduce the probability of skin breakdown. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Six Months Hand Splints (1 per Year) To reduce contractures in the hand as prescribed by The Institute for Rehabilitation and Research. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Annually 2 Boxes Clean Gloves For general procedures such as peri care and bathing. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 1 Box Sterile Gloves For sterile procedures such as suctioning. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly Suction Canisters, Tubing, and Filters as Needed (2 per Month) Supplies to be used with suction machines. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 47 Medical Supplies Resource Purpose Provider Start & End Date Frequency 2 Cases 12 Inch French Suction Catheters with Sterile Cup and Glove Supplies to be used with suction machines. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 1 Box Sterile Cotton Tipped Applicators For careful cleaning around G-tube and tracheostomy site. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly 4 Rolls 1" Cloth Tape For securing tubes and other items as well as bandages. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly Germ Free Soap (12 Bottles per Year) For general cleaning of Señor well as for hand washing for staff. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Annually Foley Catheter Silicon Coated 28 Fr. 5 cc/ml and Related Supplies Señor uses these catheters for feeding into an incision in his abdomen. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Monthly Portable Oxygen Tank for Traveling with Supplies It is standard practice to maintain standby and oxygen for anyone who is airway compromised like Señor The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime PRN 1853 Hydrotherm Heat and Moisture Exchanger with Supplies This device helps to prevent dehydration due to the moisture in expired air. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime One per Week Liquid Formula for Adults such as Jevity Plus This liquid nutri ion will be used for bolus feedings of Señor sense after his injury he cannot consume anything orally. Currently, he family fabricates heir own formula from a mixture of chicken, Caro syrup, corn oil and other ingredients. There may be significant nutritional issues wi h this homemade formula as well as problems with clogging he G-tube. The provider will be dependent upon where Señor is living. Supplies will come from various locations including he United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime One Case per Month His nutritional needs are 1800 to 1900 kcals, 65 g protein and 2400 cc fluids per day. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 48 as Medical Supplies Resource Purpose Provider Start & End Date Frequency TED Hose Needed to maintain blood pressure and reduce edema when out of bed. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Four Pair per Year Portex/Shiley #6 Trach Tube Señor has an active tracheostomy. This facilitates airway integrity and permits removal of secretions. Occasionally, this tube must be changed. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Three Months G-Tube Señor can no longer eat or drink by mouth. All food and liquids must be introduced through this G tube. The provider will be dependent upon where Señor is living. Supplies will come from various locations including the United States, Guadalajara, San Luis Potosi depending upon availability. 2003 through Lifetime Every Six Months Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 49 Home Care Resource Purpose Provider Start & End Date Frequency Nursing Care/Home Health Aide To provide ongoing care for Señor onto the direct supervision of the family. The provider will be dependent upon where Señor is living. 2003 through Lifetime This resource is required 24 hours per day, seven days per week, 365 days per year. Basic overview of Care Performed by Nursing Staff: Tracheostomy Care x 2 Vital Signs x 6 Suctioning x 5 - 6 Pulmonary Treatments x 2 Medication Administration x 6 Bowel Care x 1 Bladder Care x 4 Case Charting (each shift) Passive Range of Motion activities to decrease contractures Peri-Care/other hygiene Wound care Transfer to bed from chair and vice-versa Bolus Feeding Laundry and Cleaning Cleaning equipment Trash removal Assistance w/equipment Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 50 Hospitalizations Resource Purpose Provider Start & End Date Frequency Periodic Hospitalizations These are likely to be emergency, healthrelated hospitalizations for issues like pneumonia. The provider will be dependent upon where Señor is living. 2003 through Lifetime PRN Included in this category would be hospitalizations that may take place in the United States and may require air ambulance service due to the severity of the health issue. At least one member of Señor family would travel with him and stay throughout his term in he hospital. Their expenses for food lodging and transportation would also be included within this category. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 51 Medications Resource Purpose Provider Start & End Date Frequency An ibiotics An assortment of antibiotics will be needed by Señor to address infection. The provider will be dependent upon where Señor is living. 2003 through Lifetime PRN Other Medications As Needed Señor was released on baclofen and a number of o her medications from The Institute for Rehabilitation and Research. These medications include: albuterol sulfate, amantadine HCI syrup,bisacodyl and lansoprazol. Is likely, given his condition that he will require these medications or others in the future depending upon condition. The provider will be dependent upon where Señor is living. 2003 through Lifetime PRN Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 52 Projected Evaluations Resource Purpose Provider Start & End Date Frequency Inpatient Full Medical Workup Inpatient hospital visit to establish medical baseline and develop a local plan of care for Señor Hospital San Javier Avenida Pablo Casals # 640 Colonia Prados Providencia, C.P.44670 Guadalajara, Jalisco, México 2003 through Lifetime One Time Only Then PRN Wheelchair Seating Evaluation This evaluation should be performed periodically as new wheelchairs are purchased. The initial evaluation could be performed at hospital San Javier during the inpatient full medical workup. Please see the above provider. 2003 through Lifetime Every Four to Five Years Travel Expenses These travel expenses include meals and lodging. They will be incurred by the family to accompany Señor Carmelo on these evaluations. Various providers as needed 2003 through Lifetime As Needed Various Lab Tests These lab tests include: CBC, Chem panels, pyelogram, chest x-rays , MRI, CT scans. All of these tests would be dictated by symptoms and would be performed PRN. Various providers as needed 2003 through Lifetime PRN Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 53 Adapted Transportation Resources Resource Purpose Provider Start & End Date Frequency Ford Windstar Wheelchair Accessible Van This Van will provide Señor with access to the community and transportation for emergency and ongoing medical care. A high-quality, rear entry ramp equipped Ford Windstar Van well-suited for Señor more reliable than a lift equipped van and readily serviced in Mexico is recommended. Liberty Motor Company 2390 South Service Rd. West, Oakville, ON L6L 5M9 (This Van would have to be shipped from Ontario to Señor loca ion in Mexico. The quality of this Van and the reasonable price make this worth the additional trouble.) 2003 through Lifetime Every Five Years Fuel, Insurance and Maintenance for the above Van This item would cover the costs for he ongoing use, upkeep and security of this vehicle. Various suppliers as needed 2003 through Lifetime Annually Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 54 Wheelchairs and Mobility Resource Purpose Provider Start & End Date Frequency Manual Solara Wheelchair with Specialized Seating and Positioning Equipment This is he wheelchair that was prescribed by The Institute for Rehabilitation and Research. Periodic evaluations for recommendations for this chair should be provided – at approximately four-year intervals Invacare (Invacare has offices in Mexico that may be able to supply this wheelchair. Otherwise, the chair will need to be brought from the United States.) 2003 through Lifetime Every Four Years All-terrain Wheelchair with Specialized Seating and Positioning Equipment This chair would provide señor with increased community access since large parts of Mexico remain inaccessible to standard wheelchairs. Access to Recreation 8 Sandra Court Newbury Park, CA 91320 2003 through Lifetime Every Four Years Wheelchairs and Mobility Maintenance Resource Purpose Provider Start & End Date Frequency Ongoing Maintenance for the above Wheelchairs Conditions in Mexico will cause these wheelchairs to require more han the usual frequency of repair. The provider will be dependent upon where Señor is living. 2003 through Lifetime Annually Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 55 VII SECTION SEVEN SENOR CARMELO PLAN FOR LONG-TERM SERVICES RECOMMENDED REQUIREMENTS FOR LEGAL OVERSIGHT C H A R A C T E R I S T I C S OF AN IMPLEMENTATION STRUCTURE AND CASE MANAGEMENT FUNCTION FOR SENOR CARMELO Attempts to provide Senor with services have been ambiguous, inconclusive and uncertain from 1998 to the present. A WORKABLE MODEL OF CASE MANAGEMENT For a case manager to have any effectiveness in the future in coordinating resources, the function needs to reside within one location, with one identifiable person accountable to the Industrial Commission and accessible by the family. Several features mark effective performance of an effective case management function. They are: 1. Working knowledge and “hands-on” experience in selection, purchase and adaption of equipment and other durable medical goods for effective use in the geographic context in which the disabled individual resides, in this case, a rural Mexican context. This combination of knowledge and “hands-on” experience in equipment selection, adaptation, repair and use will preclude costly future purchases of wheelchairs and lift devices incompatible with Senor rural environment 2. Accountability for scheduling and delivering resources with sufficient timeliness that care givers do not run out of prescribed medications and supplies, as has been now the case 3. Authority to ensure that vendor bills are paid with enough punctuality that nurses or other providers do not resign, their bills Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 56 for service having failed to be paid, as is the case for the working in May 2001 and paid by the father. nurses’, 4. Functional understanding of the resources required to secure rehabilitation goods and services available in the context where the disabled individual resides, and, the fiscal resources required to secure these services, e.g. home health care, housing services, ambulance services, adapted transportation services, supplies, prescriptions, and licensed nursing services 5. Functional knowledge of the goods and services which are not manufactured or produced in the geographic context where the disabilities individual lives, resides, with concomitant capability to identify when goods and services must be shipped from the United States to secure their availability 6. Working knowledge of Mexican pharmacies with automated inventories, familiar with computers, with capability to produce accountable, detailed bills to payors of services 7. Familiarity with how to set up routine wire transfers of funds to Mexican entities with sufficient regularity that vendors are compensated with thirty days of services, not one hundred sixty days 8. Sufficient financial Independence and autonomy from current payors of service to ensure that services can be selected and delivered as the needs of the patient dictate, i.e. service contacts, on-site visits, and tangible services identified, chosen, purchased and secured with the safety of the patient the predominate value, not the value of long-term cost containment and revenue enhancement for payors. CHARACTERISTICS OF IMPLEMENTATION STRUCTURE THAT ENSURES SERVICE ACCOUNTABILITY To date, the service delivery environment for Senor has not been distinguished by ensuring that he has consistent access to prescribed services. One argument that can be made is that primary efforts have focused on investigating and locating a facility for patients with chronic care needs. Even with pursuit of this option, researching potential long-term facility arrangements should not have precluded immediate attention to the deplorable sanitary and living conditions to which Senor has been relegated 1998. By September 2000 with initiation of case management services, appropriate secure, hygienic rental property could have been secured for the family while investigations of other options continued. Relocation to San Luis Potosi and rental of housing would have afforded Senor Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 57 with potable water, a roof that does not leak, telephone service, indoor plumbing, and access to medical services and nursing care through one of the agencies listed in the San Luis Potosi telephone book. Rental outlay for safe, accessible housing, utilizing the same locally secured physician resources obtained in April 2001, would have cost approximately $23,800, less than the $24,000.00 outlay made in January 2002 to fly Senor by private jet to and from Houston, Texas one year later. Another argument that might be offered to justify why service delivery has not occurred since 1998 is that the payor wanted to review recommendations made by TIRR staff at the end of the inpatient evaluation stay March 2002. Were this factor to account for the delay in moving Senor to acceptable housing, then all–not just one–of the recommendations made by TIRR staff in March 2003 would have been implemented.1 To date, only one of the recommendations in the March 1, 2003 staffing has been implemented–securing wheeled mobility that is unusable on the rocky terrain outside of Senor small cinder-block house. Senor primary needs are so clear as to stunning in their simplicity. He needs a clean safe house with running water, a roof and consistent electricity, proximity to services, and staffing that provides some respite for over-burdened, now exhausted, family members. Further delay and denial of resources will continue unless strong legal intervention is brought to bear on Senor circumstances and the case manager involved is permitted to act with the necessary freedom required to secure the services his training and background would dictate. Appropriate legal intervention in this circumstance would not only mean acceptance of the plan by the Industrial Commission, but would also proscribe many of the features used in Consent Decrees to assure adequate progress toward much-needed service objectives for disenfranchised individuals. This would include initiation of procedural safe-guards to guarantee that services prescribed would be services provided, and, agreed-upon dates when services will be in place. During development of this care plan certain problems in service delivery to Senor have emerged with great regularity. If there is continued lack of agreed-upon service objectives between and among participants, there will continue to be–for the family–lack of access to decent housing, telephone services, prescribed medications, transportation, supplies, and much-needed nursing services. These conflicts about how resources are to be expended, in both the clinical and research experience of this planner, continue in perpetuity until legal and procedural safe-guards are instituted that serve to protect 1 MD in the March 1, 2003 TIRR Discharge staffing apparently stated that the home environment was inappropriate but would not seek to over-ride the father. His consistent recommendation made in consultation June 2, 2003, was for the family to move and if a move could result in greater access to services, he would support continued home MD. Consultative Interview. TIRR, placement. Baylor College of Medicine, Houston, TX. June 2, 2003. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 58 the interests of all parties involved and define the means through which the conflicts are promptly identified and resolved. For any case manager like Mr. the process of providing services to the family cannot be anything but frustrating and discouraging–given the obvious needs for service that are apparent in this situation. It can only be demoralizing for him to have his skills and training so suborned by the payor’s financial interests that he is allowed one annual trip to Senor fundamentally to confirm for the payor that Senor has managed to survive for another year in sub-standard living conditions–the same conditions assiduously maintained and unmodified by the payor since 1998–conditions that would dictate immediate referral to Adult Protective Services were Senor in the United States. No case manager will be able to orchestrate service delivery for the family until, prior to service initiation in Mexico, mandatory accord is reached between and among all participants, under the strong aegis of the Industrial Commission. If the following recommendations seem naive held against the usual operation of the Industrial Commission, this writer apologizes for lack of direct experience working with the Commission. These recommendations are best read in the spirit they are intended, that of seeking an end to a service system for Carmelo that is in no way working to his benefit. They are also best viewed in light of the planner’s research and consultation experience in implementing local, regional, and state-wide systems of accountable case management services in public sector settings marked by conflict and acrimony: 1. All parties involved will agree on service goals, objectives and outcomes and must observably signify their understanding that these are the services to be immediately secured for Senor Services provided will not be subject to dispute and will be those services contained in the Life Care Plan mandated for development by the Court November 2000. It is now indisputable–and agreed to by all physicians treating Senor that the family must find it in their best interests to move to greater geographic proximity to medical services. That is a first priority. 2. Further, all parties involved must agree on the strategy and process to be used with the Senior Senor to accomplish this objective. This objective is best accomplished by gradually demonstrating to the family the benefits--to them and to their disabled family member--of such a move. This cannot be accomplished by–as has been attempted in the past–by fiat or directive, or investigations of placement alternatives conducted without his knowledge, most notably research requested by Senor legal counsel requested on June 6, 2002. The participation of the family must be secured on future actions toward an objective of moving closer to medical services or it won’t be reached. A first step towards this end is the recommended inpatient stay at San Javier Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 59 Hospital in Guadalajara to a) establish baseline functioning and b) introduce Senor to the geographic benefits of a move to an area with higher concentrations of accessible medical care, and c) demonstrate to Senor that his son’s most credible treating physician, Dr. supports this move. 3. This objective is best reached by concretely demonstrating to Senor Senior–the head of the family–the benefits of a geographic move, to assure him that he is still in control of his family, and, that his daily responsibilities will be lessened with such a move. Nothing will be gained by continuing to present Senor Senior with culturally incompatible decision processes that do not involve him or treat him with less than the dignity and respect he requires. 4. In order for Senor Senior to countenance this decision, the Case Manager working with him must be able to tangibly demonstrate that he can influence circumstances–otherwise, Senor Senior will not regard him as valuable. Greater family accruing to the family must accompany his presence. 5. Logically, Mr. as case manager, must be granted far greater authority to be the person who works in concert with the family, responsible for identifying, locating, securing, keeping, and evaluating all prescribed resources for the family. Mr. must be given the authority he needs immediately to actively manage this case, with sufficient leeway to travel as needed, to plan as needed, and granted the responsibility to set up service accounts with all vendors, guarantee the means of payment, and change vendors if vendor services are deemed inappropriate, too costly, or place Senor at risk. 6. Sixth, all parties must agree that resources required by Senor are those he needs in order to sustain life; they must be made available to Senor within time-frames specified in the Care Plan in order to be effective, and they must not be debated after service inception. 7. Vendors will be selected for their capability to provide bi-lingual, costeffective, accountable, timely services to the family. A list of designated vendors will be provided both to the Industrial Commission and to the payor. Vendors will be selected for their capability to have automated inventories, computerized bill generation capacity, and bilingual capability. They will submit bills to the Industrial Commission and these bills will be approved for payment. With approval, sufficient funds to pay one-half of the funds required for one year of service with an appropriate bi-lingual banking entity will be placed with that entity and the Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 60 approved list of vendors provided to the banking entity. The Industrial Commission will pre-approve payment for all bills that are part of the Care Plan for Senor and payment to service vendors can then occur within 30 days in order for Senor to have on-going access to the resources prescribed for him. When, after provision of a service, vendor attempts to secure financial reimbursement are met with ambiguity, delay, or resistance by the payor, the Industrial Commission will be notified immediately. 8. If, by history, bill-paying has been less than prompt, procedural safe-guards will be established and observed to prevent abrupt and unexplained discontinuities in service. 9. The Case Manager will be responsible for informing the Industrial Commission if vendor bills are not paid within 30 days of receipt of the bill, or, sufficient funds to pay agreed-upon expenses have not been placed in accounts for bill-paying purposes. 10. The Case Manager must be granted accountability and responsibility for updating the Care Plan every twelve months, noting changes in circumstances, health status, and family composition. Any changes directly–and negatively–affecting Senor must be immediately noted and directed to the proper entities within one week. 11. Sufficient funds to pay for six months worth of anticipated bills–agreed to in advance by all parties–must be placed in an interest-bearing account with a reputable Mexican banking entity with bilingual staff. 12. The Case Manager must be responsible for setting up all methods for financial reimbursement for vendors, for setting up methods of routine wire transfer, and, accountable for ensuring that the entity selected to receive funds from the US will have a list of designated accounts that will be paid monthly, e.g. electricity, telephone, gas, water, Trust fees if a house is bought, rental fees if a house is rented for the family, nursing, ambulance, physician, supply, and pharmacy bills, for example. The Mexican entity, e.g. Lloyds Trust, Banamx, Bancomer, paying bills for the payor will require that each vendor submit monthly invoices that detail all services provided by date, content, and amount. The Mexican entity will set up means to provide monthly copies of all bills paid and proof of date paid to the payor. 13. Site visits are strongly recommended to be completed by the payor once per year to receive assurances that funds are being used for the designated purpose. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 61 14. As much as possible, financial transactions must occur between vendors, the Industrial Commission, the payor, and the local banking entity. Because all vendor relationships will be known, Senor Senior will have no role in subsidizing services or paying vendors out of pocket. In this way, service accountability can be maintained for the payor. Senor Carmelo Plan for Long-Term Services Caragonne and Associates, LLC Guadalajara, Jalisco, MX Page 62 #2 Ms. Maria Preliminary Report for July 24, 2008 Mediation Life Care Plan Services, Preliminary Cost Estimates and Foundation for Costs Prepared For Sr. Claims Consultant, Workers' Compensation By Penelope Caragonne, Ph.D. Caragonne and Associates, LLC 79 Calle Hidalgo Ajijic, Jalisco, MX 45920 Ms. Maria Preliminary Report for July 24, 2008 Mediation Life Care Plan Services, Preliminary Cost Estimates and Foundation for Costs Introduction The request for a Life Care Plan was received in late March 2008. At point of referral, the referral source–Ms. was notified that due to previous commitments, data collection on the plan would begin April 28, 2008. Preliminary work completed prior to April 28, 2008 included file review of materials sent, review of paid receipts, and collection of information on the size, terrain, and scope of resources in the town in which Ms. resided (3 hours). Constraints to Completion of Work Data collection initiated April 28, 2008 and proceeded for five (5) hours. This work, plus the initial file review, encompassed eight (8) hours. This work resulted in initial contacts with several local providers of supplies and drugs, creation of a spread sheet of categories which was to be filled as data were collected, drafting of an introductory letter to Ms. stating the scope of my work, and contact with to request Ms. telephone number to set up an initial telephone conference. I contacted Ms. at on April 29, 2008 to request permission to make contact with Ms. This email was forwarded to Annette on that date. On May 6, 2008, contact was received from Ms. stating that a motion had been filed by Steven and I would be contacted by Ms. Pat when it was possible to contact Ms. I was advised to cease work until I had received permission from Ms. Work ceased on May 6, 2008. Having no contact from in May and June, an email was sent to on June 23, 2008 asking if I should proceed with the work or close my file. I received an email from Ms. on June 23, 2008 stating that Mr. motion had been dismissed and work could resume. Annette and I made contact by June 26, 2008 to discuss the scope of work. July 24, 2008 Mediation I was informed by Ms. that a mediation was scheduled for less than one month away--July 24, 2008. Ms. asked if I could complete preliminary figures by the date of the mediation, given the time frame. I agreed that I would attempt to produce a preliminary cost report by that date. I could not commit to additional research as I had long-standing plans involving facility placement of a family member with Altzheimers. Additional work to collect data for the plan was, however, completed during the process for this placement. The original Life Care Plan completion date was scheduled for August 2008. On June 26,2008 (Thursday) when I agreed to produce the preliminary cost estimate, contact had not been scheduled with Ms. Full data collection could not begin until she could schedule a Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 1 time to meet with me by telephone and I had opportunity to talk to her regarding her needs and long-term plans. From June 27, 2008 to July 2, I completed work on an existing file. An introductory email was sent to Ms. on July 3, 2008 (with copies to Ms. attorney and The email requested a conference call to review her needs and identify access barriers in her living and community environment. Previous to that call, a copy of a work estimate from a local architect was received from requesting review of the costs. Ms. requested that I review the appropriateness of the estimate. This estimate was for completion of a stand-alone bedroom with plumbing was reviewed. No comments could be made, however, until pictures of the completed work were received from Ms. against which to balance the estimate and the quality of the completed work. Ms. responded to my introductory email stating July 7, 2008, 3:00 PM was convenient for a conference call. Preliminary work to prepare for the call and the actual conference call was completed on July 7, 2008. Beyond the data collected in the telephone call, the following was requested from Ms. C C C C C C Detailed exterior pictures of the completed architectural modifications Detailed interior pictures of the completed architectural modifications Pictures of the 19 year old auto used for transport and community activities Pictures of all of her equipment Pictures of the family members (showing height and age) who are responsible for folding her wheelchair and placing it in the back seat of the auto, but also, Responsible for pushing her up and down the hills when she is out in the hilly terrain of Arequippa. sent two files of receipts prior to July 16, 2008. On July 16, 2008, Ms. provided the materials I requested. A series of PDF files were also received from on the same date containing copies of receipts sent to by Ms. for the past several months. An aspect of the email received from Annette again confirmed that the Life Care Plan Costs needed for mediation need only be preliminary in nature. Given the time constraints under which this work proceeded, the material to follow is to be considered in preliminary form. More precise costs can be determined upon further investigation and with additional time. If needed, future data collection will proceed with requests for cost estimates and interviews with physicians. These costs will be included in a final Life Care Report with narrative and typically formatted Cost Charts. Some items will be expanded; some items changed. For example, there are no wheelchair dealers in Peru who sell the type of wheelchair Ms. uses. Invacare has an outlet in Bolivia, the closest country to Peru. Replacements wheelchairs and parts will need to be secured in either Bolivia, Colombia or from the United States. Secondly, hand controls for a new car for Ms. are being added to the Preliminary Cost Report. The family car owned by the is 19 years old (see picture) and has a stick shift. If she is to learn how to independently drive before her parents’ Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 2 demise, her disability will require not only that the family secure a newer, safer car with an automatic transmission, but also, replace her current non-folding wheelchair with a Titanium folding wheelchair she can lift into the car independently. Architectural modifications already completed provide Ms. access only to one-third of her house. While the modifications are superb, they only allow her parents to visit her if they come down to her bedroom. This is not a feasible arrangement. For this reason, two stair lifts are recommended for addition to the architecture of Ms. home. These stair lifts will permit her to transfer to the second floor and join her family upstairs. Relative to those items to be shipped in from other countries, shipping costs will be estimated. Ms. was also contacted to obtain the shipping costs on the standing frame. Given the very shortened time frame for completion of this work, cost totals across each resource area–physician visits, therapeutic services, wheelchairs, etc--will be conveyed in the form of a one-page Summary Cost Chart. The chart will have three columns–the first column will list all categories in a Life Care Plan; the second column will list the total average yearly costs of all items within that category, with an Endnotes section showing the rationale or foundation for each item. The third column will summarize all One-Time Only Costs by category. In the final Life Care Plan report, operational descriptions for the purpose and use of each service will be provided, as well as a representative provider from which each service can be secured. Should a request for completion of a full Life Care Plan be received after mediation on July 24, 2008, I will be able to complete this work upon receipt of a written request with an eight week time frame, given other pending work commitments. Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 3 MARIA PRELIMINARY COST ESTIMATES ESTIMATED COSTS WITHIN EACH LIFE CARE PLAN CATEGORY, PURPOSE FOR ITEMS, AND, FOUNDATION FOR ESTIMATED COSTS SHOWN Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 4 NOTES FOR COST CHARTS 1. Physician Care PM&R and/or Neurology Maria now currently receives care predominantly from a neurologist in Peru. In the United States, she received care from a physician specifically trained in Physical Medicine and Rehabilitation, Ann MD. This discipline should be added to her on-going care as well as three other specialities. Gynecology Because Ms. is paralyzed from the waist down, she would have difficulties identifying problems within her urinary tract and bowel area due to lack of sensation (urinary tract infections, etc). As well, her medical examinations are likely to be more lengthy as a physician will require more time to conduct an examination. Ms. cannot report on symptoms requiring sensation to perceive and will require more extensive time by a qualified physician. Moreover, in Latin countries, examining tables are not modified to raise or lower their height for ease of physical examinations as now found in some specialists’ offices in the United States. Four instances per year of contacts with th neurologist, urologist, gynecologist, and PM & R physician are recommended. Urology General physician/urology to monitor Ms. for health concerns and for the high potential of urinary tract infections related to her spinal cord injury. In addition, in the Supplies section of this report, an antiseptic is added to assist her in sterilizing her catheter on a daily basis (2 times per year lifetime). C 2. Total specialties: Gynecology, PM and R, neurology, and urology lifetime (2 x per year lifetime each). Therapeutic Services Maria has been diagnosed with depression attendant to her spinal cord injury. Despite her very positive attitude and enthusiasm, she will no doubt experience periods of depression as she transitions through different stages of her life and/or encounters obstacles–emotional, vocational, independent living, or architectural. Following are typical stages in which she might experience depression or anxiety: death or illness of her parents, now her primary source of support; attempts and desires to beginning dating; marriage, like most young women her age; greater emancipation from her parents; efforts to be independent in local community; stigmatization from former friends and acquaintances; employment searches in Peru after she graduates with her on-line teaching degree; and, return to the inaccessible Peruvian University campus so she can finish the degree in industrial engineering started before she emigrated to the United States. Adjustment counseling of sufficient duration is recommended to ensure treatment of acute depression (2 x per week 16 weeks x 1instance lifetime = 32 instances) and treatment during the maintenance stages of depression (4 times per month for 24 Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 5 months lifetime = 96 visits lifetime) to ensure greater self-confidence, greater assertiveness, and treat depressive disorder, and, anxiety as they occur. It is wellknown that untreated depression is far more damaging to a health state than chronic illness, is significantly under-treated, and, has significant effects of mortality and morbidity (Depression Guideline Panel. Depression in Primary Care: Volume 1. Detection and Diagnosis. Clinical Practice Guideline, Number 5. Rockville, MD. U.S. Department of Health and Human Services, Public Health Service, Agency for Health Care Policy and Research. AHCPR Publication No. 93-055 0. April 1993. ) It is also wellknown that few people receive treatment for depression of sufficient length to remediate both acute and maintenance stages of depression (Chatterjim S. Depression, Chronic Diseases and Decrements in Health: Results form the World Health Surveys. Lancet. 2007 Sep 8;370(9590): 851-858). In general, perceived health and quality of life for persons with spinal cord injury were related. Over all, those who reported generally good health also tended to score higher on the various measures of perceived quality of life, life satisfaction, and well-being, and, more importantly for this recommendation, they generally scored lower on measures of perceived stress and depression (Wood, V., Wylie, M.L., & Sheafor, B. (1969). An analysis of a short self-report measure of life satisfaction: correlation with rater judgments, Journal of Gerontology, 24(4), 465469). Physical Therapy recommended in the Life Care Plan ( BSN, RN, CLCP in collaboration with Vivien MD), at a level of 4 visits every 5 years for 16 refresher courses of physical therapy throughout her life expectancy of 81 years (16.2 times lifetime at 4 instances per time), plus an initial evaluation immediately of four instances. Services could include custom seating evaluations and improvement of shoulder pain, if present; treatment for shoulder pain, and, identification of period to move to a power wheelchair due to “shoulder over-use,” treatment for complications of accelerated aging with a spinal cord injury (transfer techniques, shoulder conservation) and treatment when older of the signs and symptoms of decreased physical dependence (e.g. increases in amount of care needed on a daily basis to ensure independence, postural complications, weight gain, and fatigue). It is recognized that licensed therapists may not be available in Arequippa at this time and that rehabilitation services may need to be secured from the local hospital in Arequippa with a request that they be provided in the home. An occupational therapist or rehabilitation technologist is also recommended to operate in tandem with the physical therapist to conduct home visits with the physical therapist to utilize skills related to her discipline, with an emphasis on access needs. Both will provide services in Ms. home and community environment to observe Ms. more comprehensively. The scope of work for these therapists will include an initial wheelchair seating and positioning evaluation for the new folding wheelchair with follow-ups as needed and upon the purchase of any new wheelchair. The therapists will also review needs for assistive technology, driving needs, review auto access and transfers, wheelchair placement in auto, review of architectural access needs, job-site accommodations, evaluation of needs for strengthening and exercise regimen, review of basic nutritional needs, etc. These therapists will act as the gate-keeper for all technology related needs that Ms. may have. This will assure that all recommendations for Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 6 equipment coordinate both with Ms. needs and with the other equipment that she uses. The time for these individual is a shown as a new evaluation immediately of four visits each, then an additional set of visits lifetime. Nurse/Case Manager: A nurse/case manager is recommended for purchase at the following frequency: (Year 1 to life: 10 hours per year). These hours can be used in larger aggregates per year during periods when Ms. is shipping new items to Peru from Bolivia, Colombia, or the United States, identifying local and out-of-country resources for new items, handling a specific medical problem, coordinating her care needs with a range of providers, arranging out of Arequippa trips for examinations, etc). C C C C 3. Counselor for Depression (128 visits times lifetime) Physical Therapist (17 times x 4 instances per time) Occupational Therapist (17 times x 4 instances per time) Nurse Case Manager (10 hours per year) Diagnostic Tests and Vaccinations The range of medical evaluations typically recommended for persons with low-level spinal cord injury are included until a final consultation is obtained with Ms. neurologist. Costs are included for: C C C C C C C C C C C C C C Renal ultrasound with IVP (annually for life) Blood Urea Nitrogen (BUN) and Creatinine Clearance (annually for life) Urodynamic Complex Cystometrogram (CMG with voiding pressure studies (2 studies lifetime); Cystourethrogram xray to R/O (rule out) ureter reflex (3 x lifetime); Urine culture and sensitivity (2 x year); Urinalysis (2 x per year); Complete metabolic panel (2 x per year), Complete blood count (2 x per year); Influenza shot (1 x year); Pneumonia vaccine (1 x year); Lipid panel (1 x per year); Thoracic x-rays (1 set of four every 15 years); and, DXA-scan (1 x per year to monitor extent of bone loss due to high risk of early osteoporosis). Vaccinations for cholera, malaria, Hepatitis A, chagas, and typhoid (1 per year for life per shot x 5 shots). Due to range of infectious diseases prevalent in Peru, Ms. will need to have vaccinations for the following five diseases: cholera, malaria, Hepatitis A, chagas, and typhoid. She will also need to continue to have preventative vaccinations for influenza. 4. Aids for Independent Function This area includes a reacher, inspection mirror, shoe horn, gait belt, wash mitt, cathing tray. Fifty dollars is added to the $100 amount shown by Ms. to cover shipping costs. Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 7 5. Wheelchairs and Mobility Devices A recommendation is made for a completely foldable manual Titanium wheelchair to replace the semi-folding wheelchair prescribed in the United States. Despite the semi-folding nature of the current chair, Ms. cannot independently enter and exit an auto. If she is to learn to travel and work independently (her long-term goal), then a wheelchair must be purchased which is not over 12.5 pounds in weight, can be folded flat by her independently, and can be drawn into an auto by her independently. Without this, she will be forced to continue to rely on her father or mother to observe her transfer into the car seat, and, fold the chair for her in order to stow it in the back of the car. Her current chair will be used on the second floor of her home when it is made accessible and can also serve as a backup chair. No replacement cost is shown for this year. Wisely, Ms. is adamant that she does not want a power chair until absolutely necessary in order to make sure her weight does not escalate. As well, she can easily be outfitted in an auto with standard transmission and hand controls using a folding chair she can fold independently. With purchase of a manual wheelchair which folds completely and lies flat, any need for immediate purchase of a cumbersome adapted van can be deferred until she is older (her preference). Other items recommended within this area include immediate replacement of her manual with a new model folding Titanium chair (every 4 years given the terrain). With this titanium ultra light folding wheelchair, she will be able to use a standard car without assistance for transportation in the community. Typically, an individual, when using an ultra light folding wheelchair either transfers into the car on the drivers side and then pulls the folded wheelchair into the vehicle behind the front seat or they transfer into the passenger side of the car (with a bench seat) and then pull the folded wheelchair into the front passenger area while sliding into the drivers side of the car. Neither of these methods will work with all cars on the market. Ms. would have to try various methods of access with the assistance of the occupational and physical therapists described above to determine the optimum method for access and independence. Purchase of a power chair is recommended at age 55 from Bolivia (if Invacare has not opened an outlet in Peru by that time) when she develops shoulder-overuse syndrome (potentially at age 55 given the hilly terrain where she lives), to be replaced every 4 years. Other items include: maintenance of her manual wheelchair (15% of chair cost per year lifetime to cover repair and import costs) to age 55; maintenance of a power chair (20% of cost per year lifetime due to probable need to import parts); two clear polycarbonate lap trays to hold items (computers, papers, etc) then replaced with just one every 4 years with replacement of her wheelchair; wheelchair cushions (4 years), and wheelchair gloves (4 years). Based on my direct experience with the use and repair of both manual and electric wheelchairs, the frequency shown for replacement of the power chair is too low (the 21 years of anticipated potential use of a power wheelchair shown in the original plan is not realistic ). Anticipated replacement of a manual chair is five (5) years, not an unreasonable schedule. However, given the rough terrain and her desire for an active life style, four (4) years is recommended). All items which require purchase out of country for Ms. include a country tax (IGV) of 19%. Customs costs will be estimated for the purpose of this report until additional information is collected; shipping costs will also be estimated to include the Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 8 costs of a skilled freight forwarder from the United States who liaisons with an identified local Customs Agent in Peru (Cost example: a 100 pound item shipped from Houston to Lima costs $1220.00 minimum just for shipping alone). Shipping into Peru is notoriously problematic and cumbersome, unless a knowledgeable freight forwarder is used who specifically has a contact person in Customs. This is based on all reports of items being held or stolen after being in Customs for weeks or months due to some minor issue–words spelled incorrectly, items not clearly identified, or incorrect model numbers). C C C C C C C C C Manual Wheelchair (replaced every 4 years) Power wheelchair at age 55 (replaced every 4 years) Lap tray (every 4 years) Gloves (2 pair per year) Wheel chair seats (every 2 years) Locally fabricated portable ramps ($250 USD) (replaced every 10 years) Backpack for books or other items (5 years) Maintenance of manual wheelchair (15% annually to age 55) Maintenance of the power wheelchair (20% annually 56 to 81 years) Parts of the total costs for wheelchairs, maintenance and supplies are shown as annually recurring costs. Other mobility costs are shown as one-time only as they are not annually purchased items in which costs remain static lifetime (e.g. manual wheelchairs and maintenance is a time-limited purchase occurring for 34 years. Powered mobility and maintenance is a time-limited purchase which will be made for 25 years). 6. Durable Medical Goods Items within this area include replacement of the padded tub transfer bench, raised toilet seat with legs; sliding board and a trapeze sling for assistance in transferring out of bed in the morning. An Easy Stand standing frame with the following features is also included to replace the current standing frame: This Easy Stand standing frame is configured with the following accessories for Ms. safety and convenience. It has a seat to reduce the chance of pressure sores, foot straps for additional security, a mobility option that will permit Ms. to maneuver on the second floor of her home and perform tasks while in a standing position (this will be particularly useful when preparing meals in the kitchen) and a no-table option to permit closer access to cabinets and counter tops. Items added later in life include a Hoyer lift at age 55. C C C C C C C C C Tub Bench (every 2 years) Sliding Board (every 5 years) Raised Toilet Seat (every 5 years) Easy Stand Standing Frame (every 5 years) Local Fabrication of a trapeze bar (every 4 years) Sliding Board (every 4 years) Maintenance of Standing Frame (15% per year) Hoyer lift (every 10 years starting at age 56) Sling for Hoyer lift (every 4 years at age 56) Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 9 7. Medications The following medications are recommended for continuation: C C C C C 8. Supplies The following supplies are used per month as noted by Dr. J. Yeliza C C C C C C C 9. Ditropan Effexor Bisacodyl Zocor (Prescription logs show that Ms. has been prescribed Zocor by Dr. Munoz, her Peruvian physician. No receipts are available indicating that she has bought this medication, which is expensive, and possibly not within the funds available to her currently). Redoxen 2 packages of diapers 2 boxes of gloves 120 catheters 2 packages of under pads 2 packages of ultra pads plus 1 package of wipes 1 tube of lubricant Adapted Transportation A small two door auto is recommended to replace the family car which is now 19 years old. An adapted van is recommended at age 55 when Ms. switches to a power wheelchair. Hand controls will need to be imported from either Bolivia or Colombia or the United States. Types of hand controls may change with addition of the adapted van. The recommended auto is a two-door Toyota Yaris Hatchback or similar model. It is strongly recommended that Sra. test a number of similar vehicles to be sure that she identifies one that allows her to transfer and pull her wheelchair in behind her drivers seat. This is an access strategy used and preferred by countless individuals with a similar injury level to Sra. and allows someone with a low spinal cord injury to drive a typical car avoiding the expense and problems usually associated with a larger lift-equipped van. A new type of wheelchair has been included in these recommendations that folds flat but is also very light-weight allowing independent access to a car for Sra. The cost for this car includes the purchase and installation of hand controls. Ms. does not know how to drive, but her father will teach her once a safer newer car is purchased, and, hand controls are installed. She is very nervous abut this, but has been assured that adapting to hand controls will first be learned by her father, who will then be able to teach her. This will increase her ability to travel independently with the addition of the Titanium folding wheelchair and serve her well after her parents’ deaths. Beginning at age 56 a regular lift-equipped van is recommended for Ms. use. Her wheelchair will be changed to a power wheelchair. This van would be modified to permit Sra. to drive while remaining in her power wheelchair and to enter the van via a power lift. A power lock down would be used to secure the wheelchair into the driving position. The van that is recommended for this purpose is a Toyota Hiace. The Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 10 cost for the van includes all necessary modifications, taxes and other fees. C C C C C C Auto until age 55: $19,000.00 per unit – changed every 5 years for a total of 34 years or $3,800.00 per year Adapted van at age 56: $48,000.00 per unit – changed every 5 years for a total of26 years or $9,600.00 per year Maintenance on the access components of the van is estimated at $900.00 per year. Auto Insurance $560.00 per year License and Taxes$500.00 per year Cell Telephone $600.00 per year The total life time costs for Transportation will be: Now to age 55 (34 years): $129.00.00 Age 56 to Lifetime (age 81 – 26 years):$273,000.00 10. Architectural Modifications The funds currently spent to create a one-bedroom suite for Ms. have been very well spent. To make her house completely accessible in all aspects, a recommendation is made to add a means of access for Ms. to the second floor family room and bedrooms. A recommendation is made to add two chair seats to the current staircase. The first chair seat will go to the landing half way to the second floor. Ms. will laterally transfer to a varnished wall-mounted bench (for easier transfer) and scoot onto the second chair which will take her to the second floor, where her current manual wheelchair will be kept. C Estimated costs until a bid can be obtained from the architect who completed the original addition: $8,200.00 to be changed every 10 years for lifetime or a total of $820.00 per year. Annual maintenance is estimated at $800.00 per year. Or a total of $1,620.00 per year. Costs and materials to hire a carpenter to modify the height of her bed to make it taller will be minimal, approximately $80 USD charged one time only. 11. Home/Attendant Care and Other Miscellaneous Services Currently, services in this area are primarily provided by Ms. 52 year old mother. Her 62 year old father is only home on the weekends at his work takes him to another town where he stays during the week. Her father has a pre-existing back problem and her mother is developing back problems due to pushing her daughter’s wheelchair up and down hills in the afternoons when they are in the community. Mrs. provides direct assistance when Ms. transfers from her bed to her chair (a height discrepancy makes this necessary as the bed is higher than her chair and she has fallen); and, completing most l household tasks--shopping, meals, meal preparation, meal clean-up, home cleaning, window cleaning, bed changes, equipment cleaning, laundry and folding. With the addition of a standing frame, Ms. will be able to participate more fully in these Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 11 household tasks. The family room and bedrooms of the house are on the second floor, to which Ms. has no access. The United States based life care plan allowed two (2) hours per week for home maintenance and household tasks. An analysis of tasks which could be performed by Ms. was performed using the Determination of Need Protocol. It shows that she requires 7.0 hours per week of household assistance, were she to be able to access her second floor and participate in mealtimes, cleaning, etc. Additionally, Ms. commendably is out in her local community at least 5 afternoons per week for various reasons. During these periods, the elder Mrs. assists her daughter in exiting and entering their auto, and, provides her daughter with assistance when she cannot independently push up a hill, enter a store that is not ramped, manage a curb crossing, or open a heavy shop door independently. These activities were estimated to by Ms. to require 3 to 5 hours per week of direct assistance. Four hours per day six days per week are recommended. A recommendation is made to hire a person to provide not only direct assistance in the household, performing tasks Ms. cannot independently perform, but also assisting her in community independence. Having her mother and father continue to perform these tasks is completely untenable given their ages and the well-documented effects of care giver burden on mortality and morbidity. This person could also assist Ms. when she returns to University to complete her industrial engineering degree as the campus is inaccessible. 12. C Attendant/Housekeeping Services: 8.0 hours for home maintenance per week and 4 hours per day 6 days per week for community integration = 32 hours per week to age 55 C Additional attendant/housekeeping supports per week after age 55 to include: additional attendant care for two hours for help in morning and two in the evening (14 hours), four (4) additional hours of household support per week added to the original eight (8) shown before age 55 (12), attendant care for assistance in the community twenty-four (24) hours per week = 50 hours per week after age 56. Potential Complications Costs are included for hospitalizations every three (3) years. Hospitalization costs per day in Peru are estimated to average approximately $600 per day. When precise costs are determined, these will be added to the final report. Given Ms. life expectancy, twenty-seven (27) instances of hospitalizations are anticipated at fourteen (14) days per instances (378 days). C Hospitalization every three (3) years at fourteen (14) days per instance: $226,800.00 lifetime. Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 12 MARIA PRELIMINARY SUMMARY COST TOTALS FOR RESOURCES AND SERVICES AGE 21 TO 81 YEARS Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 13 MS. MARIA PRELIMINARY COST ESTIMATES FOR RESOURCES AND SERVICES PREPARED FOR MEDIATION ON JULY 24, 2008 RESOURCE OR SERVICE ANNUALLY RECURRING COSTS ONETIME ONLY OR TIME LIMITED COSTS AGES 21 - 55 AGE 56 - 81 1. Ph ysician Care $196.46 Per Year $0.00 2. Therapeutic Services $192.98 Per Year $5,094.74 Lifetim e 3. D iagnostic W ork U ps and Vaccinations $1,385.67 Per Year $973.68 Lifetim e 4. Aids for Independent Function $150.00 Per Year $0.00 5. W h eelchairs and M aintenance $315.48 Per Year Age 21 to 55: $48,565.70 Lifetim e Age 56 to 81: $137,592.00 Lifetim e 6. D urable M edical Equipm ent $2,083.54 Per Year Age 21 to 55: $0.00 Age 56 to 81: $6,007.82 Lifetim e 7. M edications $3,267.12 Per Year $0.00 8. Su pplies $1,937.96 Per Year $0.00 9. Adapted Transportation $1,660.00 Per Year Age 21 to 55: $129,000.00 Lifetim e Age 56 to 81: $273,000.00 Lifetim e 10. Architectural M odifications $1,620.00 Per Year $80.00 Lifetim e 11. H om e / Attendant C are $0.00 Age 21 to 55: $257,986.56 Lifetim e Age 56 to 81: $308,256.00 Lifetim e 12. P otential C om plications $0.00 $226,800 Lifetim e $12,809.21 Age 21 to 55: $668,500.68 Lifetim e Age 56 to 81: $957,804.24 Lifetim e Total Average Costs Per Year (C olum n 2) O ne Tim e O nly C osts (C olum n 3) Ms. Maria Preliminary Report for July 24, 2008 Mediation Services, Resources and Preliminary Costs Page 14 #2 WHO | Life tables for WHO Member States 1 of 1 http://www.who.int/healthinfo/statistics/mortality_life_tables/en/ #10 Search All WHO This site only Home Health statistics and health information systems About WHO WHO > Programmes and projects > Health statistics and health information systems > Statistics Countries Health topics Publications Data and statistics Programmes and projects Health statistics and health information systems printable version Life tables for WHO Member States Beginning with the year 1999, WHO began producing annual life tables for all Member States. These life tables have several uses and form the basis of all WHO's estimates about mortality patterns and levels world-wide. LATEST ESTIMATES Life tables, 1990, 2000, 2008 by sex for the World Health Statistics 2010. Statistics :: Life tables 1990, 2000, and 2008, by country (through Global Health Observatory) :: Life tables 1990, 2000, 2008 by country and by region [zip 2.74Mb] Health information systems METHODOLOGY Global Burden of Disease Classifications WHO used following methods to obtain the life tables. :: Methodology for life tables 1990, 2000, 2008 [pdf 140kb] RELATED LINKS :: Modified Logit Life Table System The Modified Logit model life table system is a 2-parameter system based on the Brass logit model and using a global standard to derive life tables. :: World Health Statistics 2010 [pdf 3.82Mb] The World Health Statistics 2010 publishes the life expectancy at birth, the probability of dying before five years of age (under-five mortality rate), the probability of dying before one year of age (infant mortality rate) and the probability of dying between 15 and 60 years of age (adult mortality rate) for each WHO Member State. Contacts | E-mail scams | Employment | FAQs | Feedback | Privacy | RSS feeds © WHO 2010 10/24/2010 1:27 PM Gmail - Chambermaid Wages Mexico 1 of 1 https://mail.google.com/mail/?ui=2&ik=e1942260c3&view=pt&search=i... Caragonne and Associates <[email protected]> Chambermaid Wages Mexico Keith Sofka <[email protected]> To: Keith Sofka <[email protected]> Mon, Aug 30, 2010 at 12:18 PM #15 Industry: RESTAURANTS AND HOTELS - Wage per Month [ Notes ] [ Industries ] 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2242.341 2790.202 31072 32183 37064 35684 39274 44274 50044 50454 3555.251 2091.852 23792 27113 29014 30454 32594 36094 38524 39804 1931.591 2450.802 27012 30033 32174 34704 38264 41684 42624 44634 1580.411 1809.962 23302 22873 25444 27654 28794 31324 35164 35664 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 501 542 512 513 504 514 514 524 524 524 531 532 532 503 514 524 514 524 524 524 541 512 522 513 514 514 534 534 534 534 491 492 502 493 504 504 504 494 504 51 97 Hotel receptionist Total men and women - Per month. 98 Cook Total men and women - Per month. 99 Waiter Total men and women - Per month. 100 Room attendant or chambermaid Total men and women - Per month. Industry: RESTAURANTS AND HOTELS - Hours per Week 97 Hotel receptionist Total men and women - Per week. Actually worked. 98 Cook Total men and women - Per week. Actually worked. 99 Waiter Total men and women - Per week. Actually worked. 100 Room attendant or chambermaid Total men and women - Per week. Actually worked. [ Notes ] [ Industries ] To calculate the hourly wage in 2008 Pesos 3566 Hours per month x 12 months = $42,792 Pesos per year 51 hours per week x 52 weeks per year = 2,652 hours per year $42,792 Pesos per year divided by 2,652 hours per year = 16.14 Pesos per hour. From the ILO Database for Mexico, http://laborsta.ilo.org 8/30/2010 12:18 PM Gmail - Average Pay Professional Nurse 1 of 1 http://mail.google.com/mail/?ui=2&ik=e1942260c3&view=pt&... Caragonne and Associates <[email protected]> Average Pay Professional Nurse 1 message Caragonne and Associates, LLC <[email protected]> Reply-To: [email protected] To: Keith Sofka <[email protected]> Thu, Dec 17, 2009 at 3:57 PM Industry: MEDICAL AND DENTAL SERVICES 152 General physician Total men and women - Per month. 153 Dentist (general) Total men and women - Per month. 154 Professional nurse (general) Total men and women - Per month. 158 Ambulance driver Total men and women - Per month. [ Notes ] [ Industries ] 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 10560.41 1 8570.642 88512 99043 105494 116134 124784 135444 134854 136034 4071.67 1 4299.542 64792 84023 85464 88334 79204 89264 93614 98814 3452.45 1 4036.952 45252 49183 53784 57554 63244 64404 71294 73934 2331.39 1 3269.302 33812 40903 44264 45944 51144 57164 53324 58434 Industry: REPAIR OF MOTOR VEHICLES 159 Automobile mechanic Total men and women - Per month. #15 [ Notes ] [ Industries ] 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2279.46 1 2603.942 30772 36823 39074 41344 44284 46224 50784 52584 NOTES: 1Second quarter. 2Revised data; second quarter. 3Annual averages; data revised. 4Annual averages. 5Hand packer. Industry: MEDICAL AND DENTAL SERVICES 152 General physician Total men and women - Per week. Hours actually worked. 153 Dentist (general) Total men and women - Per week. Hours actually worked. 154 Professional nurse (general) Total men and women - Per week. Hours actually worked. 158 Ambulance driver Total men and women - Per week. Hours actually worked. [ Notes ] [ Industries ] 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 431 452 432 433 434 454 454 434 444 454 491 412 422 413 414 434 424 444 424 434 431 432 422 423 424 424 424 424 424 424 491 442 412 433 454 494 454 454 434 444 Industry: REPAIR OF MOTOR VEHICLES 159 Automobile mechanic Total men and women - Per week. Hours actually worked. [ Notes ] [ Industries ] 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 501 502 492 493 494 504 524 524 514 514 NOTES: 1Second quarter. 2Revised data; second quarter. 3Annual averages; data revised. 4Annual averages. 5Hand packer. Average earnings/month = 7393 x 12 mo = 88,716 pesos per year Average hours/week = 42 x 52 = 2184 hours per year Average pay per hour = 88,716 pesos per hour/2184 hours per year = 40.62 pesos per hour 12/17/2009 3:57 PM Statistics and databases - What we do 1 of 1 http://www.ilo.org/global/What_we_do/Statistics/lang--en/index.htm #15 > ILO Home > What we do Statistics and databases Statistics QUICK LINKS Labour statistics play an essential role in the efforts of member States to achieve decent work for all and for the ILO's support of these efforts. These statistics are needed for the development and evaluation of policies towards this goal and for assessing progress towards decent work. They are also an important tool for information and analysis, helping to increase understanding of common problems, explain actions and mobilize interest. LABORSTA - database of labour statistics Covers official core labour statistics and estimates for over 200 countries since International Conference of Labour Statisticians International Standard Classification of Occupations Statistical guidelines and standards List of ILO databases 1969. Also provides methodological descriptions of main national statistical sources. SEE ALSO Key Indicators of the Labour Market (KILM) Department of Statistics KILM is a comprehensive database of country-level data on 20 key indicators of the labour Policy Integration Department market, a training tool on development and use of labour market statistics, highlights of current How to find labour statistics labour market trends and analyses of key issues in the labour market. Labour Force Surveys Compiles web sites which contain data from national statistical agencies, the ILO and other sources. Includes links to source web sites and references to print publications available in the ILO Library. Statistical Information and Monitoring Programme on Child Labour (IPEC-SIMPOC) SIMPOC provides access to a comprehensive compendium of child labour statistics and methodological guidance material. Processed child labour data can be accessed in the form of national child labour survey reports, statistical country-briefs and other resources derived from household-based SIMPOC surveys. A large number of micro-datasets are also available. Databases CISDOC - Occupational Safety and Health database Nearly 50,000 citations of documents on occupational health and safety: law and regulations, chemical safety data sheets, training material, journal articles, books and ILO conventions. ILOLEX - database of International Labour Standards and recommendations (including ratification information) Full-text database of ILO conventions and recommendations, ratification information, comments of the Committee of Experts and the Committee on Freedom of Association, discussions of the Conference Committee, representations, complaints, General Surveys, and numerous related documents. LABORDOC Labordoc, the ILO Library's database, contains references and full text access to the world's literature on the world of work. It covers all aspects of work and sustainable livelihoods and the work-related aspects of economic and social development, human rights and technological change. It includes books, articles, reports, and journals available at the ILO Library in Geneva and several ILO libraries around the world. NATLEX - database of national labour, social security and related human rights legislation Records in NATLEX provide abstracts of legislation and relevant citation information, and they are indexed by keywords and by subject classifications. Each record in NATLEX appears in only one of the three ILO official languages (English/French/Spanish). Where possible, the full text of the law or a relevant electronic source is linked to the record. Database of Conditions of work and Employment Laws: Working Time - Minimum Wages - Maternity Protection Copyright and permissions 1996-2010 International Labour Organization (ILO) - Disclaimer 8/31/2010 8:57 PM #15 Go to http:// laborsta.ilo.org /default.html on the left side click statistics by country on the next screen, scroll down and choose Mexico and click Go! Scroll about one-half of the way down and find O1 Occupational wages and hours of work. You can select view or download the entire file. I find it easier to select view. Scroll down a bit and click on Medical and dental services. This will jump the database directly to the section that includes nursing. Here is the section on nursing wages. Now scroll down a bit and you will see the section Average hours of work. Again select Medical and dental services and you will be taken to the average hours worked for medical and dental services. Here is the section on hours worked by professional nurses Banco de México 1 of 1 http://www.banxico.org.mx/ #16 El Banco de México es el banco central del Estado Mexicano, constitucionalmente autónomo en sus funciones y administración, cuya finalidad es proveer a la economía del país de moneda nacional. En el desempeño de esta encomienda tiene como objetivo prioritario procurar la estabilidad del poder adquisitivo de dicha moneda. Adicionalmente, le corresponde promover el sano desarrollo del sistema financiero y propiciar el buen funcionamiento de los sistemas de pago. Principales indicadores Inflación anual (Sep. 2009-Sep. 2010, %) Objetivo de inflación Intervalo de variabilidad porcentual Inflación Inflación subyacente Inflación mensual (Sep. 2010, %) Inflación Inflación subyacente Mercado cambiario FIX determinado el 22/10/2010 (Pesos por dólar) FIX prom. mov. últimos 20 días aplica 25/10/2010 Noticias y novedades Principales gráficas Mercado de valores (%) Tasa de interés objetivo (24/10/2010) TIIE 28 (22/10/2010) TIIE 91 (22/10/2010) CETES 28 (19/10/2010) UDIs (04/04/1995 = 1.0) UDIS (24/10/2010) 0.52 0.38 Reservas internacionales Reservas internacionales (millones de dólares) (15/10/2010) 12.3877 12.4679 4.50 4.8550 4.9400 4.03 3.00 ±1 punto 3.70 3.62 4.459870 109,697.2 Discursos y presentaciones de la Junta de Gobierno Buscar Navegación por audiencias Información para la prensa Publicaciones recientes ¡Visítanos! Empleo o servicio social Museo interactivo (MIDE) Archivo fotográfico Portales especializados Mercado cambiario (Tipos de cambio) Mercado de valores (Tasas de interés) Inflación Premio Cont@cto Banxico Calendarios de publicación Calendario de decisiones de política monetaria 2010 Calendario de difusión 2010 Mis favoritos Banxico 10/24/2010 1:38 PM Calculadora de inflación 1 of 1 http://www.banxico.org.mx/SieInternet/consultarDirectorioInternetAction.do?accion=consultarC... #16 Calculadora de inflación Ayuda La calculadora de inflación le permite conocer cuál ha sido la inflación en el período que usted defina. Lo único que debe hacer es indicar el período y oprimir el botón de calcular. Cálculo de inflación IPC Por objeto del gasto Nacional 5.1 Salud 5.1.2 Servicios médicos 58 Servicios médicos Cuidado dental Período: Ene 1980 - Sep 2010 Base=2Q Jun 2002 Inflación en un período determinado Seleccione el período de interés y oprima el botón de calcular. DE / A / Inflación de Dic 2009 a Sep 2010: 2.66% Tasa Promedio Mensual de Inflación de Dic 2009 a Sep 2010: 0.29% 10/24/2010 1:53 PM Consulta de Series - Banxico 1 of 1 http://www.banxico.org.mx/SieInternet/consultarDirectorioInternetAction.do?accion=consultarS... #16 Banco de México Índices de Precios al Consumidor y UDIS INPC Fecha de consulta: 24/10/2010 01:48:09 Título IPC Por objeto del gasto Nacional, 5 Salud y cuidado personal IPC Por objeto del gasto Nacional, 5.1 Salud IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Antibióticos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Analgésicos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Cardiovasculares IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Nutricionales IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Anticonceptivos y hormonales IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Gastrointestinales IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Expectorantes y descongestivos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Otros medicamentos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Dermatológicos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Antigripales IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 56 Medicamentos Material de curación IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 57 Aparatos médicos IPC Por objeto del gasto Nacional, 5.1 Salud 5.1.1 Medicamentos y aparatos, 57 Aparatos médicos Lentes y otros aparatos IPC Por ob gasto Nacio Salud 5 Medicame aparato Aparatos m Prótesis d Periodo Ene 1969 - Sep 2010 Ene 1980 - Sep 2010 Ene 1980 - Sep 2010 Ene 1980 - Sep 2010 Ene 1969 - Sep 2010 Ene 1980 - Sep 2010 Ene 1995 - Sep 2010 Ene 1969 - Sep 2010 Ene 1969 - Sep 2010 Ene 1980 - Sep 2010 Ene 1980 - Sep 2010 Ene 1995 - Sep 2010 Ene 2002 - Sep 2010 Ene 1980 - Sep 2010 Ene 1995 - Sep 2010 Ene 2002 - Sep 2010 Ene 1995 - Sep 2010 Ene 2002 - S disponible Periodicidad Cifra Unidad Base Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Mensual Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Indices Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad Sin Unidad 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 2Q Jun 2002 Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual Inflación acumulada anual SP874 SP875 SP876 SP648 SP801 SP917 SP649 SP650 SP803 SP802 SP918 SP57061 SP800 SP925 SP65213 SP915 Mensu Indic Sin Uni 2Q Jun Aviso Tipo de Inflación acumulada información anual Fecha SP15 Inflación ac anua SP570 Ene 2009 1.01369111 0.50686456 0.38247590 0.41641440 0.33103658 0.18311924 0.49864037 0.03498206 0.76213373 0.06537156 0.72830497 0.70487244 0.36275069 0.56164036 1.70215300 0.18295007 0.15978832 0.2 Feb 2009 1.76454435 1.18293135 1.01132771 1.09048100 0.26261775 1.04263097 1.92874097 1.30325333 1.13839219 0.23639413 2.25444796 1.34375944 0.59890879 1.96907643 3.07000009 0.54715623 0.25944126 1.3 Mar 2009 2.39927818 1.83302412 2.23483183 2.46081399 1.22531912 2.44339183 3.33091770 2.70870916 2.56408715 2.44450020 4.02073089 2.50621311 1.51096766 3.15839325 5.43651165 0.89950451 0.35823511 2.3 2.5 Abr 2009 3.19485309 2.37476809 3.16798928 3.42145980 2.39880578 3.69684643 3.81825556 4.12856937 3.84853494 2.73371984 4.91820906 3.05568061 1.71455222 4.83130778 6.18593533 1.67280735 1.35562352 May 2009 3.71111373 2.65602968 3.78427801 4.10359906 4.10443893 3.20830321 4.07488914 4.68348092 3.84072126 3.98964620 6.14471477 3.65756643 1.44952213 5.94258194 6.66910520 1.90149494 1.61076939 Jun 2009 3.99435095 3.01298701 4.52131186 4.86310124 5.14661672 4.73069308 5.26231808 4.49553807 4.20135237 4.98606727 5.84005964 3.92705834 3.16777589 6.53690684 7.43979516 2.50285859 2.40541562 2.7 Jul 2009 4.38664627 3.29721707 5.06361803 5.44029600 6.70435462 5.42668135 5.64460903 4.75070136 3.94830954 5.09766115 6.85008100 4.01401111 3.41207738 7.44473646 6.50067627 2.84250201 2.65970242 3.3 2.6 Ago 2009 4.70048252 3.77439703 5.85090419 6.29263370 7.85365281 6.08482948 7.10994688 5.45034262 5.16664162 5.39282366 7.26656249 4.67509882 3.80814190 7.67486226 7.62438647 3.24566976 2.86158551 4.2 Sep 2009 4.79777176 3.87161410 6.09448830 6.55634040 7.60209265 7.87412748 7.07205021 5.42084794 5.52667168 5.60148440 7.74110765 4.88045536 4.39890731 7.59148334 6.76012488 3.36933045 3.02309199 4.2 Oct 2009 4.84641638 4.13580705 6.35621907 6.83551968 8.05061612 7.75249846 7.20568583 5.97644541 6.21187077 5.83787853 7.40491176 4.89340577 5.03853301 8.37924732 5.97072059 3.52771778 3.17428954 4.4 Nov 2009 4.87701542 4.31688312 6.47766215 6.97208207 8.46734901 7.41328865 7.31206244 6.27207814 6.76483847 5.82665311 6.86011670 5.13823023 4.89935519 8.25718059 6.64868957 3.56244442 3.13563108 4.6 Dic 2009 4.93585972 4.50983302 6.69472421 7.21762529 8.61869977 8.37956362 8.17038874 5.48463876 6.61697971 6.45659725 7.40061074 5.52427586 4.85345613 7.87163649 6.38839031 3.60733494 3.11930861 4.8 Ene 2010 1.18134374 0.85992033 0.48472875 0.51449689 0.62226407 0.61910818 1.32884240 0.38690379 0.74583953 0.46954472 -1.09326819 0.44297695 0.88466834 -0.33453088 0.22627871 0.30329289 0.35073104 Feb 2010 1.72341603 1.49403168 1.04861025 1.08107091 1.47040110 1.11476882 0.92318283 0.68017037 1.25715961 1.12517057 -0.03403949 0.65219297 2.47537685 0.87250107 1.05543429 0.85265361 0.81309618 0.9 Mar 2010 2.15782154 1.88671207 1.20168249 1.21345974 1.43477044 0.26185845 1.56486251 1.11389277 2.29389347 0.61468800 0.70815479 0.72816527 2.66388958 0.02040577 2.03490929 1.12978647 1.06135710 1.3 Abr 2010 2.61166689 2.24388789 1.40185387 1.38725930 1.50794055 0.88159010 1.33990584 1.32457652 3.16601272 0.29152711 1.39094683 1.09926073 1.60200515 -0.18736203 2.08768100 1.49684445 1.52622152 1.4 May 2010 2.99522976 2.65929119 1.84537087 1.82960114 1.70963555 1.52376677 1.78490209 1.50274734 3.58656925 0.51110284 1.67327433 1.66496216 3.21177675 0.25476289 4.20014872 1.94320003 1.98025576 0.1 1.8 Jun 2010 3.03485712 3.00936610 2.39224434 2.41374334 2.34526112 2.57307098 2.94840748 1.86949312 4.26588644 0.06326758 2.00966454 2.38202379 3.44830021 0.79396979 4.59753572 2.26529544 2.40596493 1.9 Jul 2010 3.18215124 3.32890710 2.78669972 2.85043826 3.26720452 4.02825577 2.70624101 1.80121598 4.52915708 0.61965017 1.77806255 2.55617567 3.35580895 1.03265541 5.88084787 2.39691312 2.58507935 1.9 Ago 2010 3.53655436 3.66975083 3.15498891 3.24823220 3.48862364 4.56007781 3.15369580 2.33572845 4.84767510 0.78650292 2.86932842 3.31180785 3.27179016 1.00111923 5.89683929 2.58657336 2.76419378 2.1 Sep 2010 3.89992972 3.96301846 3.53112796 3.66986868 4.24386644 4.13299915 3.89679037 2.42026205 5.39394759 1.17913410 3.31584638 4.05925839 4.01383839 0.85147694 5.56981458 2.68303849 2.88082643 2.1 10/24/2010 1:49 PM Estadísticas 1 of 1 http://www.banxico.org.mx/estadisticas/index.html #16 Agregar a mis favoritos Banxico El Banco de México asigna la mayor importancia a la difusión de información confiable y calidad, a fin de facilitar la toma de decisiones y permitir al público evaluar la ejecución las políticas de la Institución. 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A. de C. V. certifica que la elaboración del Índice Nacional de Precios al Consumidor y la elaboración del Índice Nacional de Precios Productor es conforme con los requisitos de la Norma NMX-CC-9001-IMNC-2000 / ISO 9001:2000 Seleccionar nivelnivel Seleccionar Índices de Precios al Consumidor y UDIS Cuadros Resumen Variaciones en por ciento del Indice Nacional de Precios al Consumidor Indice Nacional de Precios al Consumidor y sus componentes mensual quincenal Información para la prensa Indice Nacional de Precios al Consumidor, clasificación objeto del gasto mensual quincenal Indice Nacional de Precios al Consumidor, ciudades que lo componen por orden alfabético mensual quincenal ¡Visítanos! Indice Nacional de Precios al Consumidor, ciudades que lo componen por mayor variación mensual quincenal Navegación por audiencias Empleo o servicio social Museo interactivo (MIDE) Archivo fotográfico Portales especializados Mercado cambiario (Tipos de cambio) Mercado de valores (Tasas de interés) Inflación Variaciones en por ciento de los diez productos con mayor variación Estructuras de Información Valores de UDIS Resumen de Indices de precios consumidor y productor Principales índices mensuales quincenales Inflación Indice de precios al consumidor Por objeto del gasto y actividad económica Por estrato de ingreso y objeto del gasto Mis favoritos Banxico Inicio | Contacto | Ley de transparencia | Mapa del sitio | Salvedad al uso de esta página http://www.banxico.org.mx/politica-monetaria-e-inflacion/estadisticas/inflacion/indices-precios.html[6/16/2010 7:35:03 PM] Ligas