Table 1

Type of data from patient and their caregiver

Category	Patient cognitive status	Study participant(s)	Type of data consented to
A	Patient passed MoCA*	Patient (caregiver declined/not available)	Patient self-report survey Patient records review†
B	MoCA not administered‡	Patient (caregiver declined/not available)	Patient records review†
C	Patient passed MoCA*	Patient and caregiver	Patient self-report survey Patient records review† Caregiver self-report survey
D	MoCA not administered‡	Patient and caregiver	Patient records review† Caregiver self-report survey and information as proxy for patient
E	Patient failed MoCA	Patient (consent from caregiver as legal representative) and caregiver	Patient records review† Caregiver self-report survey and information as proxy for patient
F	Patient failed MoCA	Patient (consent from caregiver as legal representative)	Patient records review†

*A cognitive assessment.
†Records review of medical and billing data.
‡Patients who fall under this category are not screened for their cognitive status since they have agreed to consent only for records review and not for the self-report survey.
MoCA, Montreal Cognitive Assessment.