Professional Documents
Culture Documents
Deliverable 3 Complete Report
Deliverable 3 Complete Report
Kathleen Melei, OTDS1,2, Dr. Rita Gray, PsyD3 Jill Linder, DHSc, OTR4
Huntington University1
Parkview Health4
Author Note
Jill Linder
Dr. Laura Gerig who assisted with data analysis and interpretation.
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Abstract
The purpose of this study was to explore the unique experiences of older adults amidst the
COVID-19 pandemic to further understand the relationship between social participation and
quality of life (QOL). Utilizing survey and interview responses from community-dwelling older
was developed for a county health department in Illinois. Termed, “Our Social Network” the
program provided community stakeholders with a program manual with recommendations and
guidelines for program design, a continuing education video series for training on using the
manual, and an online network group. This study and its components were part of an OTD
prevention and intervention for social isolation and loneliness to support the older adult
occupational therapy
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Our Social Network: A Community-Based Program to Address Older Adult Mental Health
Amidst COVID-19
(SARS-CoV-2). First reported in December 2019 and declared a global pandemic in March of
2020 (CDC, 2020; Sheehy, 2020), the pandemic has disproportionately impacted the older adult
population. According to a report cited by Shahid et al. (2020), 355 patients who died from
COVID-19 had a mean age of 79.5 years and similarly, Wu (2020) reported 78% of COVID-19
deaths occurred among individuals 65 and older. However, the pandemic has consequences
which reach beyond the serious physical risks, altering the psychological, emotional, and social
health of older adults as well. The shelter-in-place and self-isolation measures taken to prevent
the spread of COVID-19 have in turn increased social isolation and loneliness in older adults,
both of which are significant risk factors linked with increased hospitalizations, symptoms of
depression and anxiety, increased blood pressure, heart disease, obesity, immuno-deficiency,
cognitive decline, vitamin D deficiency, and falls (Dickens et al., 2011; Office et al.,
Despite the increased risks many older adults face during the COVID-19 pandemic, the
pandemic provides an opportunity to expand resources to support overall mental health in older
adults. Schutte (2020) challenges current research to reframe the narrative which describes older
adults are “at risk, vulnerable, and even expendable” and instead work to preserve and support
the “vital, abundant, and essential” roles older adults play in society (p. 118). Optimizing social
participation in provides opportunities to, not only preserve, but also enhancse older adults’
This paper describes an occupational therapy (OT) doctoral capstone project that utilized
previous evidence, survey data, and qualitative interview data to develop a community-
based program manual that addresses social isolation and loneliness within the older adult
population during the COVID-19 pandemic. Utilizing current evidence and an occupational
therapy perspective, this project further explores the relationship between mental, physical, and
social well-being, to support the older adult population within the context of COVID-19. The
1. To explore the unique experiences of older adults amidst the COVID-19 pandemic using
2. To explore the needs of older adults within an Illinois county in response to the social
3. To synthesize survey and interview data into general and organization-specific needs
assessments. The needs assessments provide the basis for a community-based program
manual that addresses the social-emotional needs of older adults during the COVID-19
pandemic.
4. To propose and discuss plans for program implementation, evaluation, and sustainability
in order to ensure that older adults are supported during the current
Literature Review
infrequent social contact with others" (Wu, 2020, p. 2). While most definitions consider social
social support. Structural social support involves the size and frequency of social interaction,
while functional support focuses on the quality of interactions (Dickens et al., 2020). Closely
intertwined with social isolation is loneliness, "a subjective feeling of being isolated", which also
involves both social and emotional dimensions (Dickens et al., 2020; Wu, 2020). Risk factors for
isolation and loneliness include living alone, living in a rural area, poor functional status,
widowhood, female gender, lower socioeconomic status, depression, and feeling misunderstood
Prior to the pandemic, older adults were already at risk for social isolation and loneliness,
which was considered a “loneliness epidemic” of its own (Berg-Weger & Morely, 2020, p.1).
However, the current measures of sheltering in place, limited ability to participate in the
community, decreased physical activity, and decreased connection with others all exacerbate the
“the separation and restriction of movement of people who have been potentially exposed to a
contagious disease to ascertain if they become unwell, so reducing the risk of them infecting
others" (Brooks et al., 2020 cited by Baker & Clark, 2020). While older adults rely on medical
isolation to prevent infection from COVID-19, the resulting social isolation can also be
Physical Health
Humans, from birth, crave connection, touch, or simply eye contact, all of which result in
biological responses in the brain that support development and functioning. When individuals are
prohibited from this connection, there are significant consequences to both QOL and medical
outcomes (Nicol et al., 2020). Though medical isolation is intended to decrease the risk of
COVID-19 infection, the resulting social isolation may result in increased debility. Social
isolation is associated with increased hospitalizations, increased blood pressure, heart disease,
obesity, immuno-deficiency, vitamin D deficiency, and falls (Dickens et al., 2011; Office et al.,
2020; Pelicioni & Lord, 2020; Wu, 2020). When older adults are isolated and restricted to
activities in the home, they may be less likely to be physically active thus increasing their risk for
physical decline. Such a decline has already been noted as some reports have revealed, since the
pandemic, adults’ average number of daily steps have decreased between 7-38% (Aubertin-
Leheudre & Rolland, 2020). The decreased level of physical activity can have significant
pulmonary reserves, life expectancy and increased disability progression and severity (Aubertin-
Leheudre & Rolland, 2020; Baker & Clark, 2020; Pelicioni & Lord, 2020).
The risks associated with social isolation, particularly decreased physical activity, can
contribute to negative health outcomes that are of increased concern within the context of
falls and potential hospitalizations, cultivate more opportunities for potential exposure which can
further exacerbate functional decline (Office et al., 2020; Pelicioni & Lord, 2020). Thus, the
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resulting consequences of social isolation may cause increased risk for infection, exposure,
additional complications, and functional decline that places individuals at greater risk during the
pandemic.
However, even when older adults maintain physical activity and physical health, social
isolation can still affect QOL. Social isolation can limit access to caregivers and routine
healthcare services which reinforces the overall risk to older adults. Similarly, physical
symptoms, and overall health (Baker & Clark, 2020). Without adequate access to services,
support networks, and even caregivers, older adults might have difficulty taking all the necessary
measures to preserve physical health. Overall, the comprehensive physical effects of social
isolation highlight the need for social connection amidst the pandemic.
Mental Health
The close relationship between social participation and physical health assert the value of
considering mental health while caring for older adults. Baker and Clark (2020) stated that health
professionals tend to explore only primary diagnoses, resulting in a systemic oversight of mental
health needs. Attention to both physical and mental health is especially relevant within the
context of COVID-19, as altered mental state has been shown as an initial symptom of COVID-
19 for many older adults. Health professionals might identify changes in mental health as
significant indicators for changes in physical health, or vice versa. For example, increased
care, and additional comorbidities can all be indicators for mental and/or physical decline.
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Jeffrey Reynolds, cited in Koons et al. (2020) stated, “There’s a paradox. . .social isolation
protects us from a contagious, life threatening virus, but at the same time it puts people at risk for
things that are the biggest killers in the United States: suicide, overdoses, and diseases related to
alcohol abuse.” According to Neimeyer et al. (2020), mental health problems could become a
much longer lasting pandemic due to resulting increases in unemployment, financial insecurity,
increased gun sales, suicide rates, post-traumatic stress disorder, depression, phobias, attachment
include hopelessness, alcohol and drug use, suicidal thoughts, helplessness, insecure attachment
in caregiving, crisis of meaning, confusion over God's role, loss of community rituals,
Through addressing mental health specifically, care providers promote, not only physical
health, but relationships, experiences of meaningful activities, and sense of purpose, all of which
are crucial for QOL. Dickens et al. (2011) reported that social isolation interventions facilitated a
broad range of QOL factors such as: structural/functional social support, less loneliness, mental
and physical health (Dickens et al. 2011). Hill et al. (2020) and Office et al. (2020) noted the
advantages of social participation interventions which included, not only physical benefits, but
(Office et al., 2020). Through a focus on social participation, health providers can promote
Occupational therapy practitioners play distinct roles as healthcare providers during the
COVID-19 pandemic by ensuring that individuals can continue to access their occupations
(Dirette, 2020). Occupation is defined as “. . . things people do in their day-to-day lives that
occupy time, modify the environment, ensure survival, maintain well-being, nurture others,
contribute to society, and pass on cultural meaning through which people develop skills,
knowledge, and capacity for doing and fulfilling their potential” (Crepeau et al., 2009, p.1162
from bathing, dressing, and feeding, to social participation, leisure, work, and education. The
comprehensive role of occupational therapy in supporting the older adult population extends to
training in productive routines, health promotion, life balance, and “living life meaningfully”,
environment or daily routines, and even providing caregiver support (Stephenson, 2011).
management, both of which also assist with social isolation and mental health (Stephenson,
2011). Occupational therapists use problem solving skills to develop strategies such as
environmental adaptation, individual coping strategies, activity modification, and even assistive
technology to address mental and physical health (Dirette, 2020). With such targeted approaches,
occupational therapy can play an instrumental role in the effects of the pandemic on older
adults’ QOL.
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constructs that explain a person's view of self and their priorities. The constructs include volition,
habituation, performance capacity, and environment, all of which are related to skills, identity,
performance, and occupational adaptation (Lin & Fisher, 2020; Parkinson et al.,2006). The
current COVID-19 social distancing and isolation guidelines affect each of the four components
interests and challenging/enjoyable work which impacts volition. Habits, routines, and roles are
also disrupted such as work routines, sleep habits, and expectations for societal roles. The
new/changed physical and occupational environments also have the potential to be supportive or
disruptive for individuals (Lin & Fisher, 2020). Limited access to fresh air, adequate
temperature, sanitation, and good ventilation might increase the likelihood of infection,
depression, and anxiety (Baker & Clark, 2020). These disruptions of choice, in turn, affect
physical, psychological, and even cognitive performance and ultimately limit occupational
While the MOHO outlines the disruptions caused by COVID-19, the model also has
physical and mental components that allow an individual to participate in activities (Lin
& Fisher, 2020). Occupational therapists are trained to recognize how these components can
serve as both facilitators and barriers to engagement in occupation. In the context of COVID-19,
Carstensen et al. (2020) conducted a study that involved a survey of 945 older adults
regarding their emotional experiences during the pandemic. Results showed that older
participants reported less negative emotion and more positive emotion despite perceiving greater
risk and reporting more financial stress than younger participants (Carstensen et al., 2020). These
results support other evidence that on average, older adults tend to display more positive and
stable emotions, increased life satisfaction, improved regulation, and even higher feelings of
Carstensen, et al., 1999; Toepoel, 2012). Similarly, when circumstances are out of their control,
Relevant theories of aging that further explain the performance capacity of older adults
perspective, and uncertainty regulation (Grote & Pfrombeck, 2020). Socioemotional selectivity
theory posits that individuals shift their perspective to value emotional meaning and positive
experience as time is viewed as more constrained (Carstensen et al., 2020). As individuals age,
future time appears more limited, which causes older adults to focus on experiences that are
more meaningful to them. This tendency to seek out emotionally meaningful experiences paired
with the increased likelihood of positive emotions, emotional regulation, and even attention to
more emotionally meaningful experiences, may serve as protective factors for older adults during
the pandemic (Grote & Phrombeck, 2020). Older adults may cope with the challenges of the
pandemic more easily and sustain a positive, healthy outlook longer, preserving their sense of
purpose, social connectedness, and overall wellness. As more interventions are developed to
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address older adults’ needs during the pandemic, it is crucial that these strengths and abilities are
considered.
practitioners and other healthcare professionals can collaborate to optimize both the
physical and mental health of the older adult population during COVID-19.
Developing assessments and methods to identify social isolation and loneliness is one of
the first steps to ensuring effective interventions are implemented (Baker & Clark, 2020; Berg-
Weger & Morely, 2020; Hill, 2020; Wu, 2020). Access to effective and evidence-based
assessments, however, is limited for several reasons. Firstly, social isolation and connectedness
are difficult to define, measure, and operationalize (Toepoel, 2012). Secondly, it is increasingly
difficult to identify individuals who are extremely lonely, as "loneliness can generate a vicious
cycle in which lonely people withdraw further because they perceive social interactions as
2020, p. 184). Each of these challenges, however, reinforce the need to develop assessments that
help researchers and clinicians understand social isolation and loneliness and identify individuals
in need.
A relevant tool to measure the specific impact of COVID-19 and screen for mental health
concerns was developed by Repišti et al. (2020). The COVID-19 QOL Scale (COV19-QoL)
assesses mental health changes for older adults with a short, 6 question screen. Additional
assessments that may be useful include the Coronavirus Anxiety Scale (CAS) and the Unfinished
Bereavement Scale which address depression, anxiety, and coping with anxiety and
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grief during and following the pandemic (Neimeyer, 2020). These assessments not only assist
with identifying at risk older adults, but also assist with the development of relevant and
effective interventions. With the ability to identify older adults at risk for social isolation and
loneliness, healthcare providers can maximize quality of care and prevent further decline amidst
interventions: foundation, direct, gateway, and structural enablers. Foundation services consist of
responses, and supporting access. Direct interventions primarily focus on increasing the
as transportation and technology and structural enablers address environmental factors (NASEM,
2020). Similarly, Dickens et al. (2011) categorized interventions that address social isolation into
those that offer activities, support, internet training, and home visit/service provision.
effectiveness: (a) limited number of studies that demonstrate effectiveness; (b) poorly outlined
recruitment procedures and; (c) identifying individuals who were extremely isolated or
lonely (NASEM, 2020). However, previous literature does provide significant guidance for
interventions that produced beneficial effects include those offered at a group level, theoretically
based, participatory, and included social activity and support (Dickens et al., 2011). In a meta-
analysis of systematic reviews, interventions were most successful when they: involved high
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quality training of facilitators, active participation, include input from target populations, target
specific groups/contexts, have a theoretical basis, use technology, focus on education, address
maladaptive thinking, and focus on the individual (NASEM, 2020). A study conducted
by Toepoel, 2012 also highlighted the utility of leisure activities in promoting social
participation. Cultural activities, reading books, and hobbies had the strongest effect for adults
aged 55 and older. Friends and family also were the strongest motivators for older adults
needs of older adults during this time. Balser et al. (2020) discusses how COVID-19 has
shortages of resources, and limiting access to adequate care. While meta-analyses reveal mixed
evidence supporting the use of group intervention for social isolation and loneliness (NASEM,
2020), Balser et al. (2020) suggest that interventions during this time should be provided to
Smallfield and Molitor (2018) also support the use of community-based, group
framework (OTPF) which states, “occupational therapy interventions achieve the greatest
outcomes and provide the most benefit to the clients we serve when holistic, client-
centered, and population-based practices are used in place of the individual, medical models of
therapy services more effective, implementing community programs is crucial to ensuring that
interventions and assessments can reach the older adult population. Scaffa and Brownson (2014)
compare the program planning process to the occupational therapy process in which preplanning
is compared to the chart review, the needs assessment to evaluation, program planning to
intervention planning, implementation to intervention, etc. (Scaffa & Brownson, 2014, p. 65,
However, many occupational therapy practitioners do not have direct training in program
within the scope of occupational therapy practice. The author suggests that, to be successful,
programs must fit into the organizational system that is already established and maintain
compatibility with the organizational structure, geological/cultural contexts, and with available
resources (transportation, labor force, etc.) Townsend (1987) also asserts that involved
administrators should understand occupational therapy services and there should be ample
support within the occupational therapy profession. By following a process and cultivating a
network of experts, occupational therapy practitioners are equipped to develop programs to serve
When developing community-based programs for social isolation and loneliness, certain
challenges exist. Currently, little evidence addresses the specific recruitment methods used for
community-based research studies on loneliness and social isolation (Ige et al., 2019). When
recruitment is successful, participation is often low due to difficulty with identifying individuals
who are at risk and overcoming the stigma of mental health (Ige et al., 2019). Further
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exacerbating the problem, individuals who are socially isolated or lonely are even more unlikely
to participate in programs as they are often caught in "a vicious cycle in which lonely people
withdraw further" due to negative perceptions of social interaction (NASEM, 2020, p. 184).
Ige et al. (2019) conducted a systematic review of methods utilized to recruit older adults
at risk of social isolation and loneliness. Common methods of recruitment included print media,
referral, and mixed methods (flyers, online advertisement, infomercials). However, the findings
indicate a need for more specific documentation of (a) methodology for recruitment strategies;
(b) details of recruitment and retention procedures, and; (c) all subsequent costs. Overall,
identifying older adults at risk for social isolation and loneliness is an overlooked problem that
Overall, a need for further research exists to understand the pandemic’s impact on mental
health and ensure an effective response to support older adults. Schutte (2020) states, “Our
collective imperative as a society is to work together as long as needed to mitigate the spread of
the virus, to support our health care system, and to preserve the integrity of our families, local
health, QOL, and social connectedness achieves each goal through maintaining both physical
health and mental health, providing health care providers with tools for quality and holistic
care, and cultivating a better future for older adults beyond the COVID-19 pandemic.
To further understand the relationship between social participation and QOL and promote
program development to address that relationship, the current study explored the unique
experiences of older adults amidst the COVID-19 pandemic. Utilizing current evidence, survey
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responses and qualitative interviews from community-dwelling older adults, and an occupational
prevention and intervention for social isolation and loneliness. Ultimately, the project proposes a
program manual to support the older adult population’s mental health within the context of
COVID-19.
Method
Study Design
In order to develop a program manual that was both evidence-based and applicable to a
specific organization, the project involved a mixed methods design which consisted of: (a) a
quantitative survey for a general needs assessment, (b) one-on-one qualitative interviews for an
organization-specific needs assessment and, (c) triangulation of data for program development.
The samples consisted of a group of older adults 65 years of age and older that completed the
survey (n = 230) or participated in an interview (n = 5). The survey portion of data collection
occurred from November 2020 until January 2021 following approval from the Institutional
Review Board at a regional hospital in September of 2020. Results from the survey were further
explored through a series of interviews. Approval for the interviews was obtained from a
university Institutional Review Board in January of 2021 and the interviews were conducted
The interview data was coded utilizing the constructs of the MOHO, categorized into
program objectives, strategies, and procedures, and then analyzed for converging and diverging
themes. The identified themes were triangulated with previous evidence and results from
Ultimately, the results helped to develop a program manual and continuing education
series (see Appendix A.) that was specific to meet the needs of the older adult population within
the suburbs of Chicago, Illinois. The following methods and procedures are organized into Part I
Part I: Quantitative
For more details on the complete method, results, discussion, tables, and figures see the
link in Appendix A.
Design
This analytical, cross-sectional study utilized a group of older adults 65 years of age and
older to collect survey data on QOL factors, experiences during COVID-19, and relevant
support, reliance for Instrumental Activities of Daily Living (IADLS), preferred methods
pandemic.
scale by demographics (age, gender, marital status, employment status, and living
Sample
A convenience sample of 230 older adults ages 65 years or older participated in the
survey. The median age of participants was 72 years of age and there were 159 females, 71
Recruitment
that contained a letter describing the study and a link to the online survey. The email letter and
online link were also sent to personal and professional contacts. Once utilizing the link,
participants were provided informed consent. Consent was indicated through continuation of
Instruments
Participant demographics reported before and following the pandemic and the CoV19-
QoL scale were entered into a REDCap survey for email dissemination and electronic data
recording. Study data were collected and managed using REDCap electronic data capture tools
(Harris et al., 2009; Harris et al., 2019). Demographics collected included: age, gender, marital
status, employment status, living arrangement, and comorbid conditions/diagnoses that have
been reported to increase risks associated with COVID-19. To further assess current status
amidst COVID-19, participants were also asked to report whether they had tested positive for
COVID-19, and whether they were socially isolating. Preferred methods of communication,
number of interactions per day, and number of activities currently able to participate in were also
recorded.
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CoV19-QoL. Repišti et al. (2020) developed a measure to assess the perceptions of QOL
and mental health amidst the COVID-19 pandemic. Results from Repišti et al. (2020) supported
the internal reliability and construct validity of the COV19-QOL Scale. The scale consists of six
items rated on a 5-point Likert scale, based on self-report of experiences within the past 7 days.
Total scores are calculated by averaging the scores on all the items. A higher score indicates an
increased impact of the pandemic on QOL. For the purpose of the present study, items were
reverse coded and total scores used in the analysis so that a higher score indicates improved
QOL.
Data Analysis
Data analysis was completed using the IBM SPSS Statistics for Windows, Version 27.0.
All comparisons conducted were two-tailed and a significance level of 0.5 was considered
statistically significant. Data was reported using medians and interquartile ranges. Since most of
the data were not normally distributed (Shapiro-Wilk p < 0.001) a series of non-parametric tests
were conducted. Following analysis and interpretation, the results were then integrated into a
“community profile” within the general needs assessment of the program manual.
following the onset of the COVID-19 pandemic and significant differences in CoV19-QoL
scores across various demographic groups. Descriptive characteristics of the sample and reported
characteristics in relation to the onset of COVID-19 can be found in Table 2 and Table 3.
Reported differences in lifestyle routines in relation to the onset of COVID-19 can be found in
Table 4 and Table 5. Comparisons of COV19-QoL scores between demographic groups can be
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found in Table 6. The results overall identified 4 primary needs among older adults: (a)
opportunities for social connection, (b) identification of at-risk adults, (c) education regarding
Need 1: Opportunities for Social Connection. Overall, results from the survey data
regarding experiences before and following the outbreak of COVID-19 indicate a significant
activities, and number of community activities reflect a change in social participation through
limiting opportunities for connection with others. The results affirm previous findings that
showed or suggested decreases in physical activity and social participation during COVID-19
(Aubertin-Leheudre & Rolland, 2020; Baker & Clark, 2020; Lin & Fisher, 2020). Due to these
decreases, older adults need more opportunities for social connection within the context of the
pandemic.
However, the need for social connection involves attention to both subjective and
objective experiences of social interaction. While there was a 7.4% increase in the number of
individuals who reported reliance on family and friends for assistance with IADLS, there were
also significant decreases in perceived social support. From a physical perspective, an increase in
reliance on others often reflects a decrease in independence. However, when examining through
the lens of social participation, reliance on others provides opportunities for social participation.
Yet reliance on others might not directly relate to the subjective feeling of being
supported. Research suggests that experiences during the COVID-19 pandemic might exacerbate
attachment difficulties with caregivers or cause shifts in societal roles which can result in
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decreased feelings of social support (Neimeyer, 2020; Lin and Fisher, 2020). Thus, the results
reveal both the shift in social participation and its complexity amidst COVID-19.
isolation and loneliness is one of the first steps to ensuring effective interventions are
implemented (Baker & Clark, 2020; Berg-Weger, Morely, 2020; Hill, 2020; Wu, 2020). Due to
the significant differences in QOL scores based on group characteristics, it is important to ensure
those groups are prioritized when developing a program. Therefore, the results provide evidence
for a target population of older adults who are younger (age 65-75), live alone, have low
or strongly agreed that they had a lower overall QOL and roughly half of participants agreed or
strongly agreed to feeling more depressed and tense. Consistent with the non-clinical sample in
Repišti et al. (2020), the majority of participants indicated the greatest impact for QOL in general
whereas mental health was impacted the least. Additionally, more participants recognized a
negative impact of the pandemic regarding components of mental health (depression, tension,
and lack of personal safety) but not mental health overall. This could be because of the broad
meaning of QOL that includes both mental and physical health and an overall increased focus on
physical health rather than mental health (Repišti et al., 2020). Overall, the scores on the CoV19-
QoL scale support the need for more education on mental health and more resources to deal with
15-mile radius, or which was their primary method of interaction (face to face, video chat, e-
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mail, text, phone call) did not show any significant differences in CoV19-QoL scores. While this
might appear contradictory to the other evidence, it does pose as a potential asset to supporting
older adults: regardless of the method of intervention, reflecting that social connection is
valuable.
Similarly, older adults’ likelihood to have better CoV19-QoL scores could be used as an
intervention in which older adults can assist others with coping with the pandemic, indirectly
supporting social participation. Though contrary to current stereotypes of age, age might pose as
In conclusion, this study revealed that while the COVID-19 pandemic is cause for a wide
range of risks and deficits, while the pandemic also provides an opportunity for occupational
therapy to optimize meaningful engagement for older adults. If social isolation and loneliness
can be detrimental to physical health, mental health, and QOL, then social participation and
For more details on the complete method, results, and discussion, tables, and figures see
Design
A semi-structured interview template was developed based on survey results and five
individuals were recruited to participate. The interviews were conducted primarily over the
phone, transcribed using a recording software, and summarized. Qualitative analysis was utilized
to identify potential guidelines for intervention, target populations, and overall needs of the
3. To gain concrete information regarding the specific needs of older adults that might be
Sample
department was recruited for the interviews. The inclusion criteria consisted of community-
dwelling older adults age 65 years or older who were current residents of the county and the
surrounding area. Exclusion criteria consisted of individuals who were residents in assisted or
community living.
Recruitment
Recruitment was completed by the primary researcher (K.M) and supervising professors
(J.L and L.G) who made initial contact with interested participants to explain the study. An email
letter (Appendix B) was sent through the Behavioral Health Department, Human Resources
Departmet, Program Development Department, MAPP (Mobilizing for Action through Planning
and Partnerships) Collaborative, and participating partners with the Health Department such as
Instruments
The instrument was developed by the primary researcher based on stakeholder interviews
and results from Part I of the project. Several stakeholders reviewed this instrument to improve
validity. The semi-structured interviews were conducted using a template (see Appendix C) that
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experiences were divided into four subgroups: QOL, mental health, social participation, and
program design. The interview template guided the structure of the interview and was used by
Interviews were recorded using a voice recorder app on a tablet while the researcher took
notes. The recordings were deleted following transcription and any potentially identifying
information was deleted. Transcription was completed using the website Temi © (Rev.com, 2021)
and summary data was transferred into the interview template for analysis.
Data Analysis
The primary researcher utilized a coding and categorization system (see Figure 1) based
occupational adaptation, and occupational identity/competence. Following coding, the data was
analyzed for common themes and convergence and divergence. Data was then triangulated and
of the data revealed that all four constructs of the MOHO and the relationships between them
were present within individuals’ interview responses (see Table 8). Upon observation, there was
a relatively equal frequency of each of the four constructs across participants and responses (see
Table 9). Identifying MOHO constructs provided directionality and structure to the data so that
data could be categorized into program objectives, program strategies, and program procedures
OUR SOCIAL NETWORK 27
(see Table 10). Ultimately, the results indicated needs for (a) social connection, (b) activity, (c)
Participant’s values and interests were often inherently social, involving spending time
with friends, family, and even spontaneous interaction with strangers. Activities that were
completed alone such as baking, home management, or physical activity were related to life
roles. When social participation was disrupted--such as cancelled vacations and family events or
even participating in more indoor activities—participants felt the effects across QOL areas. They
expressed feelings of boredom, frustration, tension, and depression while also commenting on
difficulty with motivation and interest in typical activities which decreased participation even
While only one participant reported feeling lonely or isolated, all participants mentioned
having to narrow their social circles and limit interactions with close family and friends. While
social connections were available, participants expressed the value of physical closeness in their
relationships. Participants One, Two, Three, and Four discussed how much they missed the
grocery store as a social activity that provided spontaneous interaction and a physical experience.
Similarly, while all the participants still interacted with family, they missed the physical
experiences of being with a large group in their home or restaurant. Participant Five expressed
that, while it was beneficial to Zoom, it did not allow for spontaneous or separate conversations
There was an overall decrease in daily activities which most participants found frustrating
or disheartening. The activities that were disrupted often involved activities that required travel,
leaving home, being in a large group, or an activity that needed to be engaged in a particular
with family, adding a swing in their yard or using a heated garage to socially distance outdoors,
and doing kickboxing classes online. However, the pandemic also resulted in a complete loss of
activities, and family rituals. Each participant mentioned difficulties with winter during COVID-
Participants reported a lost sense of freedom or opportunity, mental exhaustion, and anxiety over
contracting COVID-19. Participants also demonstrated use of coping activities and coping
One major concern regarding mental health involves the collective disinterest and
unwillingness to engage in novel activities. However, whether this disinterest was due to the
nature of the pandemic, inflexible thinking, cognition, or self-efficacy was unclear. Though they
were less willing to participate in completely novel activities, they were willing to modify the
activity or context to continue a previous activity. For example, participants One and Three
participated in exercise classes online that, before the onset of the pandemic, they had engaged in
regularly. Participant Five explained that they preferred a video tour show related to their
interests and that could be watched in their own time. Four participants were unwilling to mentor
someone they did not know, while one participant was only willing to do so over the phone.
OUR SOCIAL NETWORK 29
Participants did not report engagement in novel activities during the pandemic, but rather
participated in familiar activities in modified ways. Most participants were willing and interested
in learning new skills, especially if they did so with a family member or friend. Overall, these
findings suggested individual concerns for mental health, unwillingness to participate in novel
One unexpected result was the impact of the socio-political climate during the pandemic
uncertainty regarding the rules. For most of the participants who expressed concern, these
feelings resulted in some avoidance of social participation, being more likely to watch television,
avoid online communication, and sometimes avoiding certain friendships with individuals who
Similarly, when discussing loneliness, mental health, or other changes during the
pandemic, participants mentioned more concern for family, friends, and society rather than
concern for self. Participant Two, Three, and Four expressed concerns with access to healthcare
when they could not accompany their spouse during an emergency or routine visit. Similarly,
Participant One reported difficulty with changes in their work or family roles where they could
not support others. Participant Five expressed interest in working to deliver groceries for
homebound people but was unable to due to anxiety about exposure risks. Participants One,
Three, Four, and Five expressed feelings of uncertainty, frustration, and sadness with society, the
older adult population, and even concern for the younger generation.
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The finding that older adults have great concern for their communities and society at
large indicates a need for opportunities for community service and legacy investment. This is
stagnation” and “integrity vs despair” which posit that older adults have great concern for family,
future generations, and society while ultimately having satisfaction looking back on life
Participants primarily demonstrated the need for education and training regarding
Participants had difficulty coping with disrupted routines, aging, and changing relationships.
disappointment with other people and society during the pandemic. Lastly, participants displayed
limited self-efficacy in their ability to seek out and participate in novel activities.
Based on the wide range of needs identified by both the survey and interviews, the
program manual focused primarily on recommendations and guidelines for program design
The program manual provided the basis for a continuing education series and online
group, all of which were components of “Our Social Network”. Our Social Network is a
individuals with resources and training for addressing older adult mental health during the
OUR SOCIAL NETWORK 31
COVID-19 pandemic. For the completed program manual and continuing education series, see
Design
The development of the manual followed the process (see Table 1) adapted from a
& Reitz, 2014). The process provided the structure of the manual which was divided into
The program recommendations within the manual provided guidelines and recommendations for
2014).
Following the completion of the manual, a series of educational videos was created to
train stakeholders on interpretation and use of the manual. The videos were created using a web-
based tool, VoiceThread (2021). The video series consisted of five parts that explored the
participants also gained access to an online LinkedIn group. The LinkedIn group allowed
participants to provide feedback on the videos, engage in conversation about their use of the
manual, and network with other community members to expand services for older adults.
The goals and action plan of Our Social Network can be found in Figure 2 and Figure 3.
OUR SOCIAL NETWORK 32
term and long-term outcomes. Implementation planning requires consideration of location and
space issues, participant recruitment, staffing, supplies, budget, and regulation compliance (Doll,
2014). Due to the COVID-19 pandemic, the goal of implementation planning was to utilize
minimal resources and provide ease of access to the program. Therefore, Our Social Network is a
completely online program through use of VoiceThread (2021) and LinkedIn. Participants will
be recruited through the health department staff, community organizations, local universities, and
health professionals in the area. Participants will sign-up for the program using the form found in
Appendix E. Following sign-up participants will receive an email welcome letter with links to
the VoiceThread, LinkedIn Group, Program Manual, and Google Drive (see Appendix F). The
program requires minimal staffing for recruiting participants, managing the dissemination of
program materials, and monitoring the success of the program. Potential staff might include the
Because the materials are pre-created, the program does not require a budget at this time.
However, future funding might be considered for scaling the program up with upgraded
software, more materials, follow-up research, or event coordinating. Potential funding may be
attainable through the Coronavirus Aid, Relief, and Economic Security Act (CARES, 2020),
Health Resources and Services Administration (2021), corporate sponsorship, and private grants.
Additionally, the program could charge for access following accreditation through professional
Program evaluations can be formative and summative while addressing five foci: needs
Evaluations involve stakeholders, specific questions, data, and instruments. An evaluation plan
can include outcomes, indicators, source of data, and method of collection (Ensminger et al.,
2014).
The evaluation plan includes periodic review of a feedback survey Linkedin group, a 6-
month check in with participants or organizations regarding experience, and a potential follow-
A potential follow-up study might also consider conducting participatory action research
(PAR) which is “the process of systematically examining an issue from the perspectives and
lived experiences of the community members most affected by that issue." (Cockburn, 2002, p.
21). PAR would allow older adults and community organizations to collaborate to ensure that the
needs of the population are truly being met by the program. PAR also provides opportunities to
further expand resources and services for older adults through expanding the research base.
Program evaluation will also include a feedback survey following the training and on the
LinkedIn group. According to McGuire (2016, p.33), gaining feedback using the following
4. What is the optimum size of the program to achieve goals while remaining client
centered?
Program Sustainability
Several formative sustainability meetings and two final sustainability meetings with
stakeholders were conducted to discuss the potential for follow through following the
development of the program (See Appendix G). The sustainability meetings occurred with
health department staff and a Local Area Network team. The final meetings consisted of a
partnerships, funding sources, and discussion of different uses of the program. Following the
discussion, stakeholders were asked to complete a feedback survey regarding sustainability (see
Table 11).
Program Dissemination
The program will be disseminated following the completion of capstone in April 2021.
The program will be made available in the LinkedIn group, health department behavioral health
presentations have been developed to disseminate the program via peer-reviewed journals,
Discussion
This project and its components were the result of an occupational therapy doctoral capstone
1. To explore the needs of older adults within an Illinois county in response to the social
distancing and isolation guidelines during COVID-19 based on conversations within one-
2. To synthesize survey and interview data into general and organization-specific needs
assessments. The needs assessments provide the basis for a community-based program
manual that addresses the social-emotional needs of older adults during the COVID-19
pandemic.
3. To propose and discuss plans for program implementation, evaluation, and sustainability
in order to ensure that older adults are supported during the current pandemic and
beyond.
The study accentuates the value of occupation and the relevance of the MOHO for
addressing social isolation and loneliness. Despite its limitations, the current study both affirms
the role of OT during the COVID-19 pandemic while also providing recommendations and
supported the development of an OT-based community program. The program was developed
Limitations
The sample sizes were small and not fully representative of the population. Consistent
with challenges mentioned in previous studies (Ige, 2019; NASEM, 2020) the researchers had
limited access to individuals who were severely isolated. Additionally, due to time constraints
OUR SOCIAL NETWORK 36
the researcher was unable to recruit a larger and more diverse sample. The recruitment and study
procedures were more likely to attract and include individuals who had access to a computer.
Additionally, there were several limitations with the instruments used throughout the
project. First, the entire survey required recall and self-report of experiences before COVID-19
which makes the results susceptible to hindsight bias. Further exacerbating this effect, all items
were administered in the same order and were not counterbalanced. Lastly, due to the novelty of
one researcher. Additionally, the primary researcher conducted data collection and analysis
Future Research
The COV19-QoL scale is freely available to use and data can be shared with the
IMPULSE project team (Repišti et al., 2020). Additionally, future research might examine the
relationship between reliance on others, social support, and number of interactions to further
Future research might utilize different theory beyond the MOHO to analyze qualitative
Engagement (CMOP-E). Future research might also explore different domains of behavioral
health such as spirituality or specific sub-populations of gender, race, class, or marital status.
OUR SOCIAL NETWORK 37
Lastly, future research may explore various experiences linked with social participation such as
Overall, future studies are crucial as the pandemic is still progressing which might result
in changes to the current data in the future. As more information is gathered, research regarding
OT-based interventions will be crucial for addressing social participation within the older adult
Conclusion
Despite the increased risks many older adults face during the COVID-19, the pandemic
participation in particular provides opportunities to preserve and enhance older adult’s ability to
be vital members of the community. Ultimately, if social isolation and loneliness can be so
detrimental to physical health, mental health, and QoL, then social participation and social
connection are just as potent mediators of health and wellness--even amidst a global pandemic.
OUR SOCIAL NETWORK 38
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Table 1.
% (n)
Gender
Non-Binary/Gender Nonconforming 0
Transgender 0
Marital Status
No 33.9 (78)
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No 5.7 (13)
Self-Isolation Frequency
COVID-19 Positive
No 95.7 (220)
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Medical Conditions
CHANGE in Employment
Employment Status
Volunteer Status
Living Arrangement
Table 4.
19 (N = 230)
Table 5.
Table 6.
COV19-QoL
Score
Mdn (IQR) p
76-86 19 (8)
87+ 15(-)
Gender
Woman 17(22)
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Sometimes 17(9.50)
Always 15(7)
Social Support
“It would have been nice but be able to converse “A lot of life is routine.”
with other people.”
“I used to be the “mom” at work.”
“And I see, like, we like to go shopping, we eat
out a couple of times. Those are the biggest “Individual is now ‘zooming or
things you get [when you’re] our age. We don’t snapchatting’ and reports ‘missing out on
have big aspirations.”
grandnephew’.”
Researcher Observations:
“Individual worked in March and retired
in August, working from home between
March and August.”
“I Try to prioritize and have things to do, but I “The thing that helped us is we got a
mean it—just it’s bad.” beautiful, big swing in our yard, our yard,
we got a big yard and during the summer,
all our neighbors, we would be six feet
“[I am] Always kind of a “worry wart.” apart, but we’d be able to visit in the
evening. And that was really wonderful.”
“I usually put in about 8,000 to 10,000 steps and
I mean, I’m down to 3000 steps a day and that’s “We were pretty good up until about
like, Whoa, like how much walking can you do in November. And after that, that’s when it
the house? And you don’t want to take a chance really got tough for me.”
to the grocery store.”
“I mean, I hate that, or you have to be—
“When you have a good, positive attitude
the mask and being spread out like that. I
towards things. I’m not a Debbie downer, but don’t think there’s not a lot you can do
could you believe people that are mentally ill that with that time.”
the stress and what they’ve gone through that
that’s a little scary or the opioid addiction?”
“[I miss] absolutely leisure time even to
go to the grocery store, you know, you’d
“Well, where there’s a beginning there’s an end.
walk down the aisles and, and, uh, you
That’s what I always keep telling him.”
know, look at things or, you know, not
even the grocery store, but department
“I quit watching the news a lot because that’s, I
stores just to get away or Meijer’s or
think [it] affects your mental being. And I’m like,
Menards or whatever. And we don’t do
I don’t care. I don’t want to listen to it . . . So
that anymore because of the fact we don’t
yeah. I’d watch a movie instead. So, I think the
want to be around a lot of crowds for a
whole world’s brought upside down right now.
long time.”
Researcher Observations:
“Individual created a “woman cave” as a
coping mechanism when self-isolating.”
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Occupational Competence
Coping thoughts Skills training
Coping activities: physical Activity modification
Environmental adaptation
Program Procedures
Recruitment
Difficulty finding information and seeking out activities.
Facebook
newspaper
Magazine
newsletter
Difficulty with clarity of “where to go.”
Online vs. In-Person
Some prefer online due to the need for social distancing.
Some prefer online due to the need to continue previous activities.
Some prefer online due to the need to continue relationships.
Zoom, snapchat, mobile apps.
Outdoor social distancing
In person conversation
Continuity
Switching to online of same activity done previously rather than trying novel activity online.
Switching context to make novel activities more comfortable (participating with friends,
narrowing groups, going outside)
Trying new activities: cleaning, baking, exercising
Values
Physical safety
Staying active
Engaging in valued relationships
Sense of purpose
Helping others
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Figure 1.
Figure 2.
Program Goals
To educate health
professionals and community
Health Department Goals partners on the needs of the
older adult population in
Health Department Mission general and within the
Persons with behavioral
community.
health issues will receive
culturally competent and age-
To prevent disease and
appropriate services. To train health professionals
promote a healthier
and community partners on
environment for all residents,
evidence-based interventions
business operators, and
for social participation and
visitors. Our agency of
older adult behavioral health.
professionally trained staff
works cohesively to assure
public health and safety To provide recommendations
measures are maintained and guidelines for program
through services and design, implementation,
programs the department evaluation, and sustainability
provides based on the needs to address social isolation and
The stigma related to
of the community.” loneliness in older adults.
behavioral health and
substance use disorders will
Program Goals be reduced. To advocate for the role of
occupational therapy in public
health, particularly when
serving the older adult
population.
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Figure 3.
Appendix A
Simplebooklet Collection
https://simplebooklet.com/otdcapstone
LinkedIn Group
https://www.linkedin.com/groups/12518210/
Sustainability Webinar
https://youtu.be/h0KGYRgHzJE
VoiceThread
Part I: https://voicethread.com/share/17203865/
Part II: https://voicethread.com/share/17204084/
Part III: https://voicethread.com/share/17204541/
Part IV: https://voicethread.com/share/17204657/
Part V: https://voicethread.com/share/17204717/
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Appendix B
Email Letter
Dear Invitee,
My name is Kathleen Melei and I am an occupational therapy doctoral student working under the
supervision of Dr. Jill Linder, in partnership with -- Health, -- Health Department, and
Huntington University. We are kindly requesting your participation in a research study we are
conducting titled: Development of a Community-Based Program to Address Older Adult Mental
Health Amidst the COVID-19 Pandemic with an Occupational Therapy Approach. To be eligible
for the study you must be 65 years of age or older AND be a current resident of --.
The study involves a 20–30-minute interview regarding your experiences during COVID-19 and
your thoughts about a community program that would address mental health during and
following the pandemic. The interview can be over the phone, in person, or via online video
conferencing at any time that might work for you. Participation in the study is voluntary. The
study is anonymous; therefore, you will not need to provide your name or any identifying
information.
During this time of COVID-19, many individuals feel socially isolated and lonely. The goal of
our study is to identify the factors that influence loneliness and develop a program manual that
can be used to support mental health. If you are willing to participate in the study, please see the
contact information listed below.
Thank you for taking the time to consider participating in our study. Your input
is very valuable.
Sincerely,
Appendix C
Interview Template
Screening
Age
Resident of - -?
Y N
Pandemic Experiences
Quality of Life
1. Tell me about your experience during the
COVID-19 pandemic:
a. How was your life different, if at
all?
b. What changes occurred in your
routine?
2. What kinds of things did you need, but
were you unable to get during the pandemic?
Explain.
3. What role did your health providers play?
Were you able to access care in the way you
wanted?
4. How did your experience make you feel
about your age?
Mental Health
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Program Design
1. Are you aware of any programs, resources,
activities, etc in your community that were
offered to you during the pandemic?
a. If yes, what were they and what
made you decide to participate or
decide not to participate?
b. If no, what would be a valuable
way to inform you of available
resources in your area?
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Appendix D
Informed Consent
I understand that I will be asked to participate in an interview with Kathleen Melei which
will be audio recorded.
I understand that the recording will be transcribed and then deleted, and no information
will be identifiable.
I understand that there are minimal risks associated with participating in this
project. These risks may include emotional distress due to the nature of the topic.
I understand that at any point in time I may withdraw myself from the study, and that any
data I have provided will be excluded from the data analysis.
I understand that information gathered from me during this project will be anonymous
and not shared with anyone outside the project team in any manner which might allow
someone to identify me.
I understand that a report on combined and generalized results involving multiple
participants will be prepared and may be presented for educational purposes only. I
understand that the results of this study may be submitted for professional publication and/or
presentation and utilized for program development.
Your signature and date below indicate your consent to the interview and the above conditions.
You must sign two copies (one for your records and for the researchers’ record).
Signature: Date:
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Appendix E
Sign-up Form
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Appendix F
Welcome Letter
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Appendix G
c. Planning
i. Roll out manual through local network, neighborhood emails,
United Way
ii. Present at LAN adult planning meeting (Thursday 10)
iii. Bullet point summary to be included on WJOL Interview with Dr. Troiani
(BH Consequences of COVID-19)