SG Safety Goal # COMPREHENSIVE ADULT SOC ASSESSMENT Clear Form WITH CMS 485 (POC) INFORMATION POC (CMS - 485) Box PT ID PERFORMED VIA NAME, DOB, FACE RECOGNITION AND ADDRESS BEFORE SERVICE PROVIDED SG / / 2 (M0030) Start of Care Date: Certification Period: From __/___/ year month day 3 To / Provider Number: Physician name: _______________________________ Phone: Employee's Name/Title Completing the Assessment: Address: ___________________________ 24 _________________________________________ Phone Number: ______________________________ / Date last visited: / Other Physician (if any): _______________________________ ___________________________ _________________________________________ Phone Number: ______________________________ Referral date: / _____________________________________________________________ / Reason: / Patient ID Number: __ __ __ __ __ __ __ __ __ __ __ __ __ __ (Medical Record) Address: 6 Patient Name:____________________________________________ Address: _____________________________________________________ / .. 6 _____________________________________________________ .. m ALF / AFHC (circle) .c o Social Security Number:_________________ Name: Fax: 1 Phone: Medicaid Number: __ __ __ __ __ __ __ __ __ __ __ __ __ __ EMERGENCY CONTACT: Address: Phone: Birth Date: __ __ /__ __ /__ __ __ __ Gender: 8 month / day / year M w PL w E w .P N Sy Relationship: RECENT HOSPITALIZATION? OTHER: 1 Female 9 Male - Yes, dates No Reason: SA Evacuation Form needed? Emergency Registration Completed (please document) CHIEF COMPLAINT: PREVIOUS OUTCOMES: 40 Surgeries: 30 5. Open Wound 81 8. 59 PERTINENT HISTORY AND/OR PREVIOUS OUTCOMES: Diabetes Respiratory Osteoporosis Hypertension Cardiac Insulin Dependent Fractures: _______ Non Insulin Dependent Cancer (site: ) Other: New diagnosis/condition? IMMUNIZATIONS: Needs: Influenza Infection Primary & Other Diagnosis Temperature: Oral Rectal Yes, specify H1N1 Tetanus Pneumonia Sitting/lying R L Blood Pressure: Standing R Pulse: Apnea periods -sec. Irregular ICD-9-CM 12 Rest Apical Radial Regular Activity Cheynes Stokes Brachial Carotid Irregular Accessory muscles used 12 ) ( ) ( Date / / Date / / ( ) Date / / ( ) Date / / ( ) Date / / ) Date / / ( ) Date / / ( ) Date / / ( Surgical Procedure Other (specify) L Axillary Tympanic Respirations: Death rattle Regular No Up-to-date VITAL SIGNS: PRESENT ILLNESS/DIAGNOSIS: DIAGNOSIS: st em Emergency/Disaster Plan Classification Code: Immunosuppressed 4 ... Patient Phone: __________________________ Phone: / Agency Name:________________________________________ 7 5 REFERRAL SOURCE (if not from Primary Physician): N/A / DATE / PHYSICIAN: Date last contacted: TIME OUT TIME IN ICD-9-CM 12 12 Med. Record # PATIENT NAME - Last, First, Middle Initial Page 1 of 8 www.pnsystem.com 305.777.5580 SOC ADULT ASSESSMENT COMPREHENSIVE ADULT SOC ASSESSMENT 1- Poor 3-Fair 2- Guarded WITH CMS 485 (POC) INFORMATION 20 PROGNOSIS: 5-Excellent 4 Good Chest pain: Anginal Postural Localized Substernal Vise-like Sharp Dull Ache Radiating Associated with: Activity SOB Sweats Jaundice Frequency/duration Ptosis Other (specify) Palpitations: Nocturnal/Persistent/intermittent Other (specify) / / Heart rate: Regular Irregular Reg./Irreg. Orthostatic hypotension Syncope Vertigo NO PROBLEM BP8 (specify) Reg. Irreg. (specify) Heart sounds: Hearing aid: R/L Pulse deficit (specify) Dependent: Edema: Pedal R/L Non-pitting (site) Pitting +1/+2/+3/+4 NO PROBLEM Claudication: R calf/L calf/Night changes Fatigue JVD EARS EARS EYES VISION SYSTEM REVIEW Glasses Contacts: R / L Prosthesis: R / L Infections Cataract surgery: Site Other (specify, incl. hx) Glaucoma Blurred vision Legally blind HOH: R / L Vertigo Other (specify, incl. hx) Deaf: R / L Tinnitus CARDIOVASCULAR STATUS CARDIOVASCULAR Date HEAD/NECK Headache( see Neurological section) Injuries/Wounds ( see Skin Condition/Wound section) Masses/Nodes: Site Size Alopecia Other (specify, incl. hx) NO PROBLEM Type / .c o m Dysphagia Hoarseness Lesions Sore throat Other (specify, incl. hx) THROAT Congestion Epistaxis Sinus prob. Loss of smell Nose surgery: Other (specify, incl. hx) Rx NO PROBLEM M w PL w E w .P N Sy st em RESPIRATORY STATUS Clear Crackles Wheeze Absent NO PROBLEM NO PROBLEM Breath sounds: Cough: Dry/Acute/Chronic Dentures: Upper /Lower /Partial Masses/Tumors Productive: Thick/Thin/Difficult Color Gingivitis Ulcerations Toothache Smoker: packs/day X years Any mouth surgery/procedure: Exertion: amb. feet Dyspnea: Rest during ADLs Other (specify, incl. hx) NO PROBLEM Orthopnea: # of pillows ENDOCRINE Crepitus/ Fremitus: Location Hemoptysis: Frequency Amt. Enlarged thyroid Fatigue Intolerance to heat/cold Diabetes: Type I/Type II Onset Barrel chest / / Skin temp/color change Percussion: Resonant/Tympanic/Dull mos. years Diet/Oral control X R Lat. Ant. Post. Chart lobe: L; Med./dose/freq. Insulin/dose/freq. 02 Sat. Hyperglycemia: Glycosuria / Polyuria / Polydipsia Mask Nasal Trach 02 use: L/rnin. by Hypoglycemia: Sweats/Polyphagia/Weak/Faint/Stupor Liquid Concentrator Gas Blood Sugar Range Oxygen Precaution/Fire Prevention followed/explained to patient SG Self-care/Self-observational tasks (specify) Other (specify, incl. hx) Other (specify, incl. hx) 81 8. 59 40 SA MOUTH MOUTH NOSE NOSE NOSE/THROAT/MOUTH Thrombus: Site Cramps: LE/UE/Night (site) Cyanosis (site) Cap refill: <3 sec./ >3 sec. Pulses: LDP/LPT/RDP/RPT Pacemaker: Date / Other (specify incl. hx) 4-Hearing 30 5. FUNCTIONAL LIMITATIONS 1 -Amputation 2-Bowel/Bladder (incontinence) 3 - Contracture B- Other (specify) Generalized Weakness Arthralgia Dizziness Headache Insomnia Anxiety SOB on exertion Poor vision 7-Ambulation 5-Paralysis NO PROBLEM NO PROBLEM HOMEBOUND REASON: 18A (Mark all that apply): Medical restrictions Needs assist of 1-2 persons Unsteady Gait Needs assistance for all activities (ADL's) Dependent upon adaptive device(s) Generalized Weakness Requires assistance to ambulate/Decreased Range of Motion Confusion, unable to go out of home alone Unable to safely leave home without assistance 18A A -Dyspnea with 8-Speech 6-Endurance 9-Legally blind Legs weak Productive cough Back Pain Heartburn Decreased Bil. breath sounds Pain on ambulation Palpitations Unsteady Gait Limited Mobility Varicositis on lower ext. Limited ROM Edema in __________ Leg cramps Chest pain on exertion Freq. Coughing episodes Fatigues at times Needs assistance of 1 person Mobility/Ambulatory device(s) used: Severe SOB, SOB upon exertion, amb. ____ feet Bedbound (Partial/Complete) Other (specify): GENITOURINARY STATUS (Check all that apply:) Incontinence: Urinary Burning/pain Color: Odor: Amber Yellow/straw Yes No Inflated balloon with Hesitancy Hematuria Oliguria/anuria Bowel mL Patient tolerated procedure well Nocturia x Urgency/frequency Diapers/other: Brown/gray Blood-tinged Other: Clarity: Urinary Catheter: Type Last changed on: without difficulty Suprapubic Irrigation solution: Type (specify): Yes No Clear Cloudy Sediment/mucous with Foley inserted (date) Amount mL Frequency French Returns Urostomy (describe skin around stoma): PATIENT/CLIENT NAME - Last, First, Middle Initial Med. Record # Page 2 of 8 www.pnsystem.com 305.777.5580 ADULT SOC ASSESSMENT NUTRITIONAL STATUS 1800 cal ADA amt. 3-Up as tolerated 4-Transfer bed/chair 5-Exercises prescribed amt. Restrict fluids Good Fair Vomiting: Frequency: Amount: Excellent Anorexic Poor 7-Independent in home LIVING ARRANGEMENTS/CAREGIVER INFORMATION NUTRITION HEALTH SCREEN Directions: Circle each area with ''yes'' to assessment, then total score to determine additional risk. YES Has an illness or condition that changed the kind and/or amount of food eaten. Eats fewer than 2 meals per day. 2 3 2 Eats few fruits, vegetables or milk products. Has 3 or more drinks of beer, liquor or wine almost every day. Has tooth or mouth problems that make it hard to eat. Does not always have enough money to buy the food needed. Eats alone most of the time. Takes 3 or more different prescribed or over-the-counter drugs a day. Without wanting to, has lost or gained 1 0 pounds in the last 6 months. Not always physically able to shop, cook and/or feed self. TOTAL 2 2 4 1 1 2 2 INTERPRETATION House New environment Apartment Family present Lives alone Lives w/others: Primary caregiver (name) Relationship/Health status Assists with ADLs Provides physical care Other (specify) Secondary/Other caregivers (describe) GENITALIA Discharge/Drainage: Urine/Vag. mucus/Feces Lesions/Blisters/Masses/Cysts Inflammation Prostate problem: BPH/TURP Date / Self-testicular exam Freq. Menopause: Hysterectomy Date / Date last PAP Results / / Breast self-exam. freq. Mastectomy: R/L Date / / Other (specify incl. hx) 0-2 Good. As appropriate reassess and/or provide information based on situation. M w PL w E w .P N Sy 3-5 Moderate risk. Educate, refer, monitor and reevaluate based on patient situation and organization policy. 6 or > High risk. Coordinate with physician, dietitian, social service professional or nurse about how to improve nutritional health. Reassess nutritional status and educate based on plan of care. NO PROBLEM SA Reprinted with permission by the Nutrition Screening Initiative, a project of the American Academy of Family Physicians, the American Dietetic Association and the National Council on the Aging, Inc., and funded in part by a grant from Ross products Division, Abbott Laboratories Inc. ELIMINATION STATUS 30 5. 81 8. 59 40 Usual frequency Last BM / / >3x/day <3x/day Diarrhea: Black / watery / Sanguineous Mucus/Pain/Foul odor/Frothy Amount Abnormal stools: Gray/Tarry/Fresh blood Constipation: Chronic/Acute/Occasional Freq. Lax./Enema use: Type Hemorrhoids: Internal/External/Painful Rx (specify) Flatulence: Freq. Incontinence of stool: Freq. Impaction Abdominal distention: Cramping/Pain Freq. inches Ascites: Girth Firm/Tender X quads quads Bowel sounds: Active/Hyperactive X quads Absent X Rebound/Hot/Red/Discolored Colostomy: Sigmoid/Transverse Date / / NO PROBLEM PSYCHOSOCIAL Surgical alteration / / Discharge: R/L NO PROBLEM HEMATOLOGY/ IMMUNE Secondary Bleed: GI/GU/GYN/Unknown Anemia: Iron deficient/Pernicious Thrombocytopenia Ablastic/Hemolytic/Polycythemias Coagulation disorders Hemophilia, other Malignancies (specify): Prior Rx Complications Other (specify, immunological problem) NO PROBLEM NEUROLOGICAL Oriented X Insomnia/Change in sleep pattern Vertigo Ataxia Slurred speech Syncope Sensory loss Numbness Impaired decision-making ability Hx of frequent falls Memory loss: Short term/Long term Headache: Loc. Freq. Aphasia: Receptive/Expressive Motor change: Fine/Gross Weakness: UE/LE Location Tremors: Fine/Gross/Paralysis Stuporous/HalIucinations: Visual/Auditory Unequal pupils: R/UPERRLA Hand grips: Equal/Unequal, specify Strong/Weak, specify Psychotropic drug use (specify) Dose/Freq. Other (specify, incl. hx) NO PROBLEM Depressed: Recent/Long term Fix Creole Primary language: English Spanish Russian Language barrier Needs interpreter Learning barrier: Mental/Psychosocial/Physical/FunctionaI Able to read/write Educational level Spiritual/Cultural implications that impact care. Spiritual resource Phone No. Angry Flat affect Discouraged Suicidal: Ideation /Verbalized Withdrawn Disorganized Difficulty coping Substance use: Drugs/Alcohol/Tobacco PATIENT/CLIENT NAME - Last, First, Middle Initial CMS 485 (POC): 18B C-No restrictions D-Other (specify) 6-Partial weight bearing Heartburn (food intolerance): Frequency: Other: Plan 8-Crutches 9-Cane A-Wheelchair B-Walker m Nausea NPO Low cholesterol Other: Increase fluids: Appetite: NAS .c o Low Fat Low Sodium 1 -Complete bedrest 2-Bedrest/BRP st em 2 gm Sodium ACTIVITIES PERMITTED Controlled Carbohydrate 16 DIET, Nutritional requirements: Due to: Lack of motivation Inability to recognize problems Denial of problems Other, specify Unrealistic expectations Inappropriate responses to caregivers/clinician Invested in ''sick role'' Inappropriate follow-through in past Verbal/Emotional Actual Evidence of abuse: Potential Financial Physical MENTAL STATUS: 19 5 - Disoriented 3 - Forgetful 7 - Agitated 1 - Oriented 4 - Depressed 2 - Comatose 6 - Lethargic 8 - Other: NO PROBLEM Alert Irritable Anxious Forgetful at times ID# Page 3 of 8 www.pnsystem.com 305.777.5580 SOC ADULT ASSESSMENT SAFETY MEASURES Safety Measures: CMS485 (POC) Cast Precautions Change position slowly Coumadin/Heparin Precautions Do not lift, bend, stoop Good handwashing technique Oxygen Precaution/Fire prevention SG Practice Universal Precautions Prev. Infection Complications 15 Respiratory Precautions Diabetic Precautions Wound/Decubitus precautions Adequate lighting Prevent Cardiac Overload Prevent Falls and Injuries SG Safe Ambulation Safe Transfers Clear pathways SAN Precautions Correct handwashing technique SG Catheter Care Check bathroom, floor/stairs for safety hazards Provide Emotional Support Other: Emergency Plan Oxygen: HME Co. Cardiac Precautions Maintain Safe/clear Environment Phone: Maintain Good Skin care Fire Alarm Smoke Alarm Seizure Precautions Suicide precautions Support due functional limitation Teach coping skills Safe storage/disposal syringes G.I. Precautions G.U. Precautions PAIN MANAGEMENT SKIN CONDITION/WOUNDS/LESION Itch Rash Decubitus Dry Scaling Incision Wounds Lesions Fistulas Abrasions Lacerations Sutures Bruises Ecchymosis Turgor: Good Poor Pallor: Edema: Other (specify, incl. pertinent hx) Staples Origin: Location Onset Jaundice Redness Present Pain Management Regimen NO PROBLEM Lymph Hema. Effectiveness Other (specify) m Denote location of specific skin conditions/wounds by numbering appropriately on illustrations below. st em .c o Quality (i.e., burning, dull ache) Intensity level: 0 1 2 3 4 5 6 7 8 9 10 Freq./Duration M w PL w E w .P N Sy Aggravating/Relieving Factors: Pain Management History SA Patient is prone to FALL: #I CONDITION #2 HOME ENVIRONMENT SAFETY #4 #3 Safety hazards in the home: (check all that apply) Y SG Fire alarm/smoke detector /Fire extinguish Y Inadequate heating/ cooling/ electricity / lighting 8. 59 40 Size (cm) Depth Stage No Yes: Fall risk assessment conducted every_______________ NO PROBLEM Fall prevention program in place, patient instructed SG Comment: Drainage/Amt. Tunneling 81 Odor Sur. Tis. 30 5. Edema Stoma ALLERGIES None known / NKA Penicillin Iodine Aspirin Eggs Sulfa Animal dander and urine Pollens and mold spores Insect bites 17 Dairy/Milk products Dust mites Other MUSCULOSKELETAL Fracture (location) Swollen, painful joints (specify) Location Contractures: Joint Poor conditioning Atrophy Decreased ROM Paresthesia Shuffling/Wide-based gait Weakness Amputation: BK/AK/UE; R/L (specify) Paraplegia Quadriplegia Hemiplegia Other (specify, incl. pertinent hx) Walker APPLIANCES/AIDS/SPECIAL EQUIPMENT: Cane Wheelchair Crutch(es) Lifts Bedside Commode Prosthesis: Other (specify): Hospital bed N N Hurricane, Disaster Emergency supplies/kits Y N First aid box/Emergency Equipment or Supplies Y N Unsafe gas/electrical appliances or electrical outlets Y N Inadequate running water, plumbing problems Y N Unsafe storage of supplies/ equipment/ HME N No telephone available and/or unable to use the phone Y Y Pest problems, Insects/rodents Y N Medications stored safely, clearly-easy use Y N Emergency planning, Exit Plan in place, more than one exit Y N Enough Ventilation Y N N Safe Beds/Chairs, clear pathways Y N Able to follow directions in case of Emergency Y N Slippery Floors, Ashtrays (if a smoker) Y N Plan for power failure, emergency lights, flashlights, etc. Relevant medical appliances, if applicable ( wheelchair, O2, Monitors, etc.) Hurricane Shutter , Disaster Plan Y Y Y N N N ENTERAL FEEDINGS - ACCESS DEVICE - IV TPN Device: Nasogastric Gastrostomy Jejunostomy IV: Pump: (type/specify) Feeding type: Bolus Financial ability to pay for medications/insurance covered: Comment: Yes Continuous No N/A Med. Record # PATIENT/CLIENT NAME - Last, First, Middle Initial Page 4 of 8 www.pnsystem.com 305.777.5580 ADULT SOC ASSESSMENT PATIENT CARE COORDINATION CARE PLAN: Reviewed with patient involvement CARE COORDINATION: MEDICATION RECORD: Medication Form completed/reviewed/updated 10 Physician SN No change PT OT ST MSW Aide Other (specify): Order obtained Significant side effects SG Medication Management, Check all that applies/identified: Potential adverse effects/drug reactions Ineffective drug therapy Significant drug interactions Duplicate drug therapy Non-compliance with drug orders Explain: Expected Outcome: Patient unable to perform own Wound Care due to Patient unable to Insuline/Injection self administration due to No S/O or C/G able/willing for wound care/Insulin-Injection administration at this time: DME SUPPLIES 2x2's IV start kit 4x4's ABD's Cotton tipped applicators Wound cleanser Wound gel Drain sponges Gloves: Bathbench IV pole Syringes Cane IV tubing Commode Alcohol swabs Urinary bag/pouch COTTON TIP APP DUODERM CFG Angiocatheter size Ostomy pouch (brand, size) HY-TAPE 2'' External catheters Peroxide Ostomy wafer (brand, size) Extension tubings Central line dressing Stoma adhesive tape Infusion pump Batteries size Kerlix size Syringes size Transparent dressings Leg Straps Cath Hospital bed Hoyer lift Enteral feeding pump Nebulizer Oxygen concentrator Enema supplies Feeding tube: Suction machine Ventilator type size Suture removal kit M w PL w E w .P N Sy Duoderm Eggcrate SYRINGES FOLEY/CATH SUPPLIES: Fr catheter kit (tray, bag, foley) Pressure relieving device INSULIN SYRINGE ____ CC Glucometer Straight catheter Betadine Solution Irrigation tray Ace band size Saline/NSS Thermometer MEFIX 2X11 YD (EA) Acetic acid Red Box (Biohazard) MICROPORE TAPE 2" Sharp Container SOFTWICK 4X4 Texas Cath SA Other Quad Cane Special mattress overlay INSERTION TRAY 5CC Skin protectant Nu-gauze Colostomy Supplies Side Rails Chemstrips Sterile Non-sterile Hydrocolloids Ointment ALCOHOL PREP PADS m Telfa Tape Abd Pads Underpads, size: .c o 14 Injection caps st em Saline/NSS Walker Wheelchair Staple removal kit Steri strips Tens unit TRIPLE ANTIBIOTIC 30GR Other VASELINE GAUZE 3X9 KLING 4 PATIENT OTHER EVALUATIONS No No No No No No No No N/A N/A N/A N/A N/A N/A N/A N/A Patient/CG able to understand instructions/teaching: Comment(s): 21 40 81 Yes Yes Yes Yes Yes Yes Yes Yes 30 5. Wound/Decubitus care: Diabetic management/care: Insulin administration: Glucometer use/calibration: Nutritional management/Diet: Trach care: Ostomy care: Foley care: Medication management: Administration: Oral Injection Physician follow up visits/appointments maintained: Oxygen use/precautions maintained, fire prevention: SG Use of home medical equipment / devices: Pain Management / Home prescribed exercises: Elimination, Incontinence management: ___________________ 8. 59 Check all that applies: Patient/caregiver(CG) independent with: Yes Inhaled IV-Infused Yes Yes Yes Yes Yes N/A N/A N/A N/A N/A No No No No No Does the patient/CG have a plan when disease symptoms exacerbate Yes No (e.g., when to call the nurse / Agency vs. emergency 911): Pshycological care / behaviour problems prevention Caregiver/Family member present during the visit: No Explain: Yes No N/A NEEDS FURTHER TEACHING Orders by discipline (optional) To complete CMS485 (POC) SN - ORDERS - FREQUENCY/DURATION: SKILLED OBSERVATION/EVALUATION ASSESS VITAL SINGS & S/S COMPLICATIONS: INSTRUCT/EVALUATE UNDERSTANDING OF DISEASE PROCESS DETECTING COMPLICATIONS DIET/NUTRITIONAL STATUS SAFETY PRECAUTION/EMERGENCY MEASURES, MED-REGIMEN General PT - ORDERS - FREQUENCY/DURATION: OT - ORDERS - FREQUENCY/DURATION: ST - ORDERS - FREQUENCY/DURATION: OTHER - ORDERS - FREQUENCY/DURATION: PATIENT/CLIENT NAME - Last, First, Middle Initial Med. Record # Page 5 of 8 www.pnsystem.com 305.777.5580 ADULT SOC ASSESSMENT If the patient experiment: -ADL/IADL Deficit - Elimination Deficit - Impaired Mobility: Indications for Home Health Aide may be needed: MD Order obtained: Yes No Patient/Family: AIDE - ORDERS - FREQUENCY/DURATION: 21 Refused N/A (Home Health Aide Services not needed) Other Services ordered: SN MSW OT PT ASSIST WITH PERSONAL CARE AND ADL'S TPR REPORT SIGNIFICANT FINDING TO AGENCY/CASE MANAGER OTHER: ST Comment: ACTIVITIES OF DAILY LIVING (Legend: I-Independent; A-Assist; D-Dependent) COMMENTS D A .c o st em M w PL w E w .P N Sy Instructions/Information Provided (Check all that apply): RETURN TO INDEPENDENT AMBULATION. BE SAFE IN SELF CARE. SA PATIENT WILL BE ABLE TO FUNCTION WITH ASSISTANCE OF CAREGIVER WITHIN HIS/HER CURRENT LIMITATIONS AT HOME. GOOD/FAIR RETURN TO PREVIOUS LEVEL OF ADLS INDEPENDENTLY. PATIENT IS ABLE TO FUNCTION INDEPENDENTLY WITHIN HIS/HER CURRENT LIMITATIONS AT HOME. OTHER: 40 DISCHARGE PLANS 8. 59 WILL DISCHARGE THE PATIENT WITHIN ____ WEEKS, WHEN PATIENT AND/OR No REHAB POTENTIAL LEVEL: 30 5. Yes 81 2. CAREGIVER IS/ARE ABLE TO DEMONSTRATE PROPER CARE MANAGEMENT, NO S/S COMPLICATIONS. PATIENT IS ABLE TO FUNCTION INDEPENDENTLY WITHIN HIS/HER CURRENT LIMITATION AT HOME. 3. 4. OTHER: Discussed with patient/client? (who assists, assistive device used, etc.) m I ACTIVITY PRIOR Level of Function Eating/Kitchen access Transfer abilities Dressing/Grooming Bathing/ Personal Care Toileting/Hygiene abilities Ambulation/ROM Communication (verbal, non-verbal) Preparing/Serving light meals Preparing full meals Light housekeeping Personal laundry Handling money Using telephone Reading, Writing Hair care, Skin Care Managing Medications Other (Specify) G O A L S 22 WASH CLOTHES LIGHT HOUSEKEEPING ASSIST TO DRESS PERI CARE TUB/SHOWER BATH PERSONAL CARE HAIR COMB ORAL HYGIENE Patient Rights and responsibilities Do not resuscitate (DNR) (if applicable) State hotline/ABUSE number Service Agreement/Contract Advance directives information OASIS/HIPAA Privacy Notice, Confidentiality Emergency Plan, classification, instructions Agency phone numbers, address Medication sheet, instructions Home safety guidelines Client Information Handbook Alzheimer's, Fall prevention, Sensory impairments info Grievance Procedures Pain Management info Standard precautions /handwashing/ Infection Control Admission criteria, Information for Home visit, Services, Frequency Diabetes Control, other disease management information Care Plans Mission, ownership information Local Resources Guide Other SKILLED INTERVENTION/SERVICE Foley Change/Care Wound Care / Dressing Change Patient Education/teaching Prep. / Admin. Insulin Diabetic Observation / Care Procedure/Tx well tolerated by Pt. Aseptic Tech. Used. Sharps Discarded Inside Sharps Container Standard/Universal Precautions Followed Quality Control of Glucometer Performed No caregiver/family available/willing to help patient with care, procedures. Management/Evaluation Patient's Care Plan Correct handwashing technique followed SG Skilled Observation / Assessment INJECTION ROUTE:_______ SITE: _____ MED. GIVEN: ______________________ DOSE: __________ REACTION: _____________________________ DRUG REGIMEN REVIEW COMPLETED/RECONCILIATED? PATIENT/CLIENT/CAREGIVER RESPONSE No Yes I SUMMARY CHECKLIST AIDE CARE PLAN COMPLETED, REVIEWED, EXPLAINED TO AIDE N/A Frequency of Supervision: ___________ Authorization obtained from Patient/CG N/A If needed, Branden, Flac, Timed Get Up scale/test were completed? Yes No PATIENT ADMISSION PACKAGE COMPLETED, AGREEMENT EXPLAINED TO PATIENT? Yes No PATIENT/CLIENT NAME - Last, First, Middle Initial SIGNATURES/DATES x / PatientlClientlCaregiver (optional if weekly is used) / Professional signature/title / Date / Date Med. Record # Page 6 of 8 www.pnsystem.com 305.777.5580 ADULT SOC ASSESSMENT Med. Record # Patient Name: Orders by discipline (optional) To complete CMS485 (POC) 21 Included as reference only, your Professional Staff must review/update/personalized/approve the orders. SN - ORDERS - FREQUENCY/DURATION: SKILLED OBSERVATION/EVALUATION ASSESS VITAL SINGS & S/S COMPLICATIONS: General INSTRUCT/EVALUATE UNDERSTANDING OF DISEASE PROCESS DETECTING COMPLICATIONS DIET/NUTRITIONAL STATUS SAFETY PRECAUTION/EMERGENCY MEASURES, MED-REGIMEN Angina ASSESS FOR CHEST PAIN: TYPE, LOCATION, INTENSITY, DURATION & FREQUENCY I/S PAIN MANAGEMENT NOTIFY M.D. IF PAIN PERSISTS. I/S GRADUAL PROGRESS ACTIVITY INCREASE INST. DISCONTINUE ACTIVITY IF CHEST PAIN, DYSPNEA, FATIGUE OR PALPITATIONS OCCUR. INSTRUCT IN PREPARATION & ADMINISTRATION OF INSULIN INSTRUCT ONSET, PEAK & Insulin DURATION OF ACTION OF INSULIN INSTRUCT PROPER DISPOSAL OF SYRINGES/NEEDLES NURSE TO MONITOR BLOOD SUGAR WITH GLUCOMETER OR ___________ON __________FREQUENCY, & Glucometer NOTIFY M.D. OF ALTERED RESULTS TEACH GLUCOMETER OR __________ PROCEDURE & INTERPRETING RESULTS Alzheimer's INST. PREVENTION OF COMPLICATIONS: IE: AVOID OVER-EXERTION, CHILLING, CROWDS, ETC. INSTRUCT COUGHING, DEEP BREATHING EXERCISES. INST. PATIENT TO MAINTAIN ADEQUATE REST PATTERN. INST. PACED ACTIVITY PROGRAM. EMPHASIZE THE IMPORTANCE OF ADEQUATE DAILY FLUID INTAKE INSTRUCT PROPER ADMINISTRATION OF OXYGEN THERAPY. INSTRUCT OXYGEN PRECAUTIONS. INSTRUCT MAINTENANCE OXYGEN EQUIPMENT. OBSERVE FOR S/S OF DECOMPENSATION SUCH AS INCREASING TACHYCARDIA, W/SUDDEN ONSET, SOB ON MIN. EXERTION, ORTHOPNEA, EXTREME ANXIETY, PROGRESSIVE CYANOSIS, GENERALIZED PALLOR AND DIAPHORESIS. SA Oxygen CHF PSYCHOLOGICAL ASSESSMENT ASSESS NEUROLOGICAL STATUS IMPLEMENT AND MONITOR BOWEL REGIMEN & TEACH PROGRAM TO FAMILY SN TO MONITOR TRANQUILIZER EFFECTS GIVEN FOR SEVERE AGITATION/ANXIETY. EVALUATE FOR WEIGHT LOSS, WEIGH PATIENT Q VISIT, AND RECORDS WEIGHTS MONITOR LEVEL OF CONSCIOUSNESS ASSESS COORDINATION AND BALANCE. PROVIDE EMOTIONAL SUPPORT TO PATIENT AND FAMILY OBSERVATION AND EVALUATION OF BLADDER ELIMINATION HABITS, MANAGEMENT IF INCONTINENCE. ASSIST FAMILY IN SETTING UP ROUTINE PATIENT-CENTERED AND STRESS THE IMPORTANCE OF ADHERING. RELAXATION TECHNIQUES PSYCH ASSESSMENT: ASSESS FOR S/S OF EPS DETECT AND ALLEVIATE SOMATIZED COMPLAINTS GOAL ORIENTED TASKS LIMIT SETTING MOTIVATION TECHNIQUES, IMAGERY TECHNIQUES OTHER: INST. DISEASE PROCESS AND COMMON COMPLICATIONS INST. LOW SODIUM DIET - STRESSING IMPORTANCE OF ADHERENCE MONITOR PATIENT'S BLOOD PRESSURE CLOSELY AND NOTIFY M.D OF ANY SIGNIFICANT CHANGES. INSTRUCT PT. TO AVOID OVER-THE-COUNTER COLD AND SINUS MEDS AS THEY CONTAIN VASOCONSTRICTOR INST. OF HYPERTENSIVE CRISIS MONITOR FOR S/S OF ORTHOSTATIC HYPOTENSION. INSTRUCT PATIENT IN CONSEQUENT PHYSICAL LIMITATIONS, PLANNING AN ADEQUATE LEVEL OF DAILY ACTIVITIES TEACH PT R/E ARTHRITIS S/S OF EXACERBATION. TEACH THE IMPORTANCE OF GOOD POSTURE, PREVENT TRAUMA TO JOINTS INST. PT IN THE USE OF ASSISTIVE DEVICE AS PRESCRIBED. M w PL w E w .P N Sy IMPROVE THE PT'S ABILITY TO PREVENT OR COPE WITH BREATHING DIFFICULTIES. INST. INFECTION CONTROL & PULMONARY HYGIENE INST. COMPLICATIONS IN CARDIOPULMONARY STATUS st em .c o m INST. DISEASE PROCESS & COMMON COMPLICATIONS INST. PRESCRIBED DIET & SHOPPING ADVICE. INST. S/S HYPO/HYPERGLYCEMIA & EMERGENCY PROCEDURES INST. GOOD SKIN CARE & GOOD FOOT CARE, DAILY CARE OF Diabetes TEETH. INST. DIABETIC CHART. INST. S&A TESTING & READING RESULTS INSTRUCT TO CARRY I.D. THAT INCLUDES INFORMATION REGARDING DIABETIC STATUS, NAMES & DOSAGE OF MEDS & ACTION TO TAKE IF INSULIN Foley INST. S/S INFECTION FOLEY INSERTION _______FR. FOLEY WITH___________cc BALLON Mellitus REACTION OCCURS INST. IMPORTANCE OF GOOD PERSONAL HEALTH HABITS, INCLUDING EXERCISE, ADEQUATE Care CHANGE Q MONTH & PRN x3 FOR CLOGGED, LEAKING, OR ACCIDENTAL REMOVAL REST, SLEEP, REGULAR MED CHECK-UPS (INCLUDING PODIATRIC, OPTHAMOLOGIST & DENTIST). INST. DRESSING CHANGES ________________________. MONITOR FOR S/S COMPLICATIONS & NOTIFY M.D. INST. FOR S/S: EASY FATIGABILITY, DYSPNEA, PALPITATIONS, ANGINA TACHYCARDIA, Wound Care MONITOR STATUS OF WOUND OR DECUBITUS (place) ______________ Anemia PALLOR, DIZZINESS, JAUNDICE AND FEVER. INST. FOR G.I. DISTURBANCES. ASSESS FOR CENTRAL NERVOUS SYSTEM SYMPTOMATOLOGY OBTAIN APPROPRIATE LAB TESTS AND REPORT FINDINGS TO M.D. Decubitus INST. INFECTION CONTROL MEASURES ADMINISTER PRESCRIBED INJECTABLE _________________ USING ______ TECHNIQUE INST. GOOD NUTRITION TO FACILITATE HEALING REPORT ANY ELEVATIONS IN TEMPERATURE TO THE M.D. ASSESS PSYCHOLOGICAL STATUS PROVIDE SUPPORTIVE THERAPY, PROVIDE REMOTIVATION ASSESS MEASURE AND RECORD WOUND or DECUBITUS SIZE AT SOC AND AT LEAST WEEKLY THEREAFTER Depression INTERPERSONAL BEHAVIOR. ASSIST PATIENT TO DEFINE PROBLEMS & SOCIAL RELATIONSHIPS. GIVE POSITIVE OPEN WOUND CARE/DRESSING: CLEANSE WOUND WITH ___________, TO RINSE WITH __________ AND APPLY______________ AND PRN REINFORCEMENT ENCOURAGE PATIENT TO PERFORM PERSONAL HYGIENE & GROOMING ACTIVITIES DECUBITUS CARE/DRESSING: CLEANSE WOUND WITH ___________, TO RINSE WITH __________ AND APPLY______________ AND PRN ASSIST PATIENT TO EXPRESS REALISTIC IDEAS & PLANS. ASSIST PATIENT TO VERBALIZE FEELINGS. OBSERVE AND RECORD TYPE AND AMOUNT OF DRAINAGE, COLOR, INFECTION: SWELLING, REDNESS, PAIN PROVIDE SUPPORTIVE AND RELAXATION THERAPY PROVIDE FAMILY THERAPY. ASSESS INTERPERSONAL Asthma / Respiratory TEACH THE PATIENT HOW TO USE A METERED-DOSE INHALER MAINTAIN EFFECTIVE AIRWAY CLEARANCE Anxiety BEHAVIOR ASSIST PATIENT TO DEFINE PROBLEMS & SOCIAL RELATIONSHIPS. GIVE POSITIVE REINFORCEMENT. ASSIST PATIENT TO VERBALIZE FEELINGS. PROMOTE AN EFFICIENT BREATHING PATTER INST. DISEASE PROCESS & MAINTENANCE 8. 59 40 MANAGEMENT AND EVALUATION OF A PATIENT CARE PLAN TEACHING AND TRAINING: DISEASE PROCESS General SKIN CARE, WOUND CARE/DRESSING CHANGE, DECUBITUS CARE MEDICATION REGIMEN DIET/NUTRITION/HYDRATION COMPLICATIONS OF ENT. FEEDING AS INDICATED PAIN CONTROL MEASURES, SYMPTOM CONTROL MEASURES SINGS/SYMPTOMS OF INFECTION, SAFETY/PREVENTION OF INJURY EMERGENCY PLANS OXYGEN ADMINISTRATION Psychiatric Hypertension Osteoarthritis AIDE - ORDERS - FREQUENCY/DURATION: 30 5. 81 TUB/SHOWER BATH PERSONAL CARE HAIR COMB SHAMPOO PRN ASSIST TO DRESS ASSIST WITH AMBULATION PREPARE SERVE MEALS GROCERY SHOP ERRANDS NOTIFY LAST BM IF NONE FOR 3 DAYS FEET/NAILS CARE PERI CARE MOUTH/DENTURE CARE SKIN CHECK ORAL HYGIENE TPR WASH CLOTHES LIGHT HOUSEKEEPING ASSIST WITH PERSONAL CARE AND ADL'S REPORT SIGNIFICANT FINDING TO SN STRAIGHTEN ROOM & CHANGE LINEN PT - ORDERS - FREQUENCY/DURATION: EVALUATE BALANCE AND COORDINATION EVALUATE ENDURANCE, MOBILITY NEUROMUSCULAR RE-EDUCATION, PERFORM PRESCRIBED THERAPEUTIC EXERCISES NOTIFY SIGNIFICANT FINDING TO MD/AGENCY BED MOBILITY TRAINING GAIT TRAINING WITH ASSISTIVE DEVICE TEACH HOME MAINTENANCE PROGRAM AND STRENGTHENING EXERCISE EXERCISE BOTH PASSIVE AND ACTIVE EXERCISE REGIMEN TRANSFER TRAINING INSTRUCT IN SAFETY MEASURES, FALL PRECAUTIONS OT - ORDERS - FREQUENCY/DURATION: EVALUATE PATIENT AND HOME FOR SAFETY ADL TRAINING PROGRAM INCREASE RIGHT AND LEFT UPPER EXTREMITIES STRENGTH INCREASE STRENGTH AND COORDINATION MUSCLE RE-EDUCATION, BODY IMAGE TRAINING THERAPEUTIC EXERCISE TO (R) AND (L) HAND PROPRIOCEPTION AND SENSATION. ST - ORDERS - FREQUENCY/DURATION: ST FOR EVALUATION TO PROVIDE ORAL MOTOR EXERCISES INVOLVING LINGUAL AND LABIAL EXERCISES SPEECH ARTICULATION DISORDER TREATMENT IMPROVE SPEECH FACIAL SYMMETRY AND MUSCULATION IMPROVE DYSPHAGIA VOICE DISORDER TREATMENT AURAL REHABILITATION NON-ORAL COMMUNICATION LANGUAGE DISORDER TREATMENT MSW - ORDERS - FREQUENCY/DURATION: MSW FOR ASSESSMENT OF SOCIAL AND EMOTIONAL FACTORS COMMUNITY RESOURCE PLANNING COUNSELING REGARDING MANAGEMENT/ADJUSTMENT TO ILLNESS LONG RANGE PLANNING AND DECISION MAKING Page 7 of 8 www.pnsystem.com 305.777.5580 ADULT SOC ASSESSMENT Med. Record #: Patient Name: GOALS /REHABILITATION POTENTIAL (Optional) CMS 485 (P OC) 22 Included as reference only, your Professional Staff must review/update/personalize/approve the goals. SN - GOALS MR/MS _________________ WILL EXHIBIT VITAL SIGNS WITHIN ACCEPTABLE RANGE AND STABILIZED DISEASE PROCESS. SAFELY ADMINISTERS INJECTION. COMPREHEND RATIONALE FOR AND IS ABLE TO ROTATE INJECTION SITES. General VERBALIZES KNOWLEDGE OF DISEASE MANAGEMENT, MEDICATIONS, SIDE EFFECTS, PRECAUTIONS, DIET, FLUIDS, Insulin COMPREHEND SAFETY FACTORS IN SYRINGE/NEEDLE DISPOSAL. TREATMENT PROGRAM, S/S NECESSITATING MEDICAL ATTENTION, EMERGENCY CARE. Glucometer PATIENT/CG ABLE TO MONITOR BLOOD SUGAR CORRECTLY WITHOUT ASSISTANCE. ANEMIA CONTROLLED THROUGH MED. REGIMEN. IMPROVED HEMATOLOGIC STATUS. HEALED WOUND WITHOUT INFECTION OR COMPLICATIONS. DEMONSTRATE PROPER WOUND CARE. Wound Care Decubitus HEALED DECUBITUS WITHOUT INFECTION OR COMPLICATIONS. DEMONSTRATE PROPER DECUBITUS CARE. Alzheimer's PT/S.O. SHOULD UNDERSTAND THE NATURE, SYMPTOMS, STAGE, AND PROGRESSION OF ALZHEIMER'S DISEASE. KNOW HOW TO RECOGNIZE PT'S OWN STRESS AND WAYS TO PREVENT OR REDUCE IT. PROMOTE SOCIAL INTERACTION AS TOLERATED BY THE PATIENT. Asthma DEMONSTRATE STRATEGIES TO BE USED DURING A COUGHING EPISODE. HELP THE PATIENT IDENTIFY FACTORS THAT MAY CAUSE ASTHMA ATTACKS OR CONTRIBUTE TO THEM. Respiratory UNDERSTAND S/S OF BRONCHITIS OR OTHER RESPIRATORY INFECTION, AND DISEASE EXACERBATION. UNDERSTAND THE DANGERS OF SMOKING, AIR AND CHEMICAL POLLUTANTS, AND RESPIRATORY INFECTION. UNDERSTAND AND PRACTICE COUGHING AND DEEP-BREATHING EXERCISES. DAILY COMPLIANCE W/CATHETER CARE. DECREASE RISK OF URINARY INFECTION. Catheter CHF KNOW ABOUT SIGNS, SYMPTOMS, AND PRECIPITATING CAUSES OF CHF. KNOW HOW TO TAKE THE PULSE AND KNOW TO CONSULT THE DOCTOR BEFORE CONTINUING MEDICATION IF THE PULSE RHYTHM CHANGES. KNOW TO AVOID SMOKING AND SMOKY ENVIRONMENTS AND PERSONS WITH INFECTIONS, ESPECIALLY RESPIRATORY INFECTIONS. Hypertension UNDERSTAND THAT HYPERTENSION IS A CHRONIC DISEASE REQUIRING LIFE LONG TREATMENT. EXHIBIT BLOOD PRESSURE READINGS CONSISTENTLY WITHIN NORMAL OR SPECIFIED RANGE. DEMONSTRATE ADHERENCE TO A LOW-SALT, LOW-FAT DIET. Angina Osteoarthritis HELP THE PATIENT ACHIEVE PAIN RELIEVE AND REDUCE ANGINA EPISODES. UNDERSTAND THE CAUSE OF ANGINA PECTORIS AND POSSIBLE PRECIPITATING FACTORS FOR AN ATTACK. IDENTIFY PERSONAL STRESSORS THAT MAY CONTRIBUTE TO THE PROBLEM AND BEGIN ELIMINATING OR MINIMIZING THEM. KNOW WAYS TO REDUCE THE FREQUENCY OF ANGINA EPISODES. INCREASED PAIN RELIEF. INCREASED STRENGTH AND ENDURANCE. COMPREHEND AND DEMONSTRATE HOME EXERCISE. M w PL w E w .P N Sy AIDE - GOALS RETURN TO SELF-MANAGEMENT OF HEALED FRACTURED. Fracture m Anemia DISCHARGE PT WHEN BLOOD SUGARS ARE WITHIN THE NORMAL FOR PATIENT RANGE. Diabetes KNOW THE ACCEPTABLE RANGE FOR BLOOD SUGAR LEVEL. COMPLY WITH DIET RESTRICTIONS.. Mellitus .c o Psychiatric ABLE TO NOTIFY M.D. OF ALTERED/OUT OF RANGE RESULTS. st em STABILIZATION OF PSYCHOLOGICAL STATUS WITHIN DISEASE LIMITS. TO REDUCE THE PATIENT'S ANXIETY LEVEL. DEPRESION/ANXIETY CONTROLED TROUGH MED. REGIMEN/INTERVENTIONS. GOOD RETURN TO PREVIOUS LEVEL OF ADLS INDEPENDENTLY. RETURN TO INDEPENDENT AMBULATION. BE SAFE IN SELF CARE. FAIR-TO BE ABLE TO CARRY OUT MINIMAL ADLS WITH AVAILABLE HOME SUPPORT. PATIENT WILL BE ABLE TO FUNCTION WITH ASSISTANCE OF CAREGIVER WITHIN HE/SHE CURRENT LIMITATIONS AT HOME. PATIENT IS ABLE TO FUNCTION INDEPENDENTLY WITHIN HIS/HER CURRENT LIMITATIONS AT HOME. WILL NOT BE ABLE TO CARRY OUT ADLS WITHOUT MAXIMUM SUPPORT. SA PT - GOALS PATIENT WILL EXPERIENCE A DECREASE IN PAIN GAIT PATTERN, ENDURANCE, STRENGTH AND BALANCE WILL IMPROVE AND PATIENT WILL DEMONSTRATE CORRECT BODY MECHANICS W/IN 4-6 WKS. PT/CG WILL COMPREHEND AND DEMONSTRATE HOME EXERCISE PROGRAM WITHIN 4-6 WKS. PT/CG WILL COMPREHEND AND DEMONSTRATE HOME EXERCISE PROGRAM WITHIN _____ WEEKS. 8. 59 40 GAIT PATTERN, ENDURANCE, STRENGTH AND BALANCE WILL IMPROVE AND PT WILL DEMONSTRATE CORRECT BODY MECHANICS WITHIN _____ WEEKS. OT - GOALS 81 OT: PATIENT WILL EXHIBIT IMPROVEMENT IN COPING IN ADL'S/IADL'S/ MUSCLE USE/MOTOR COORDINATION/NEURO RESPONSE/USE OF ORTHOTIC/ SPLINTING AND/OR EQUIPMENT. 30 5. ST - GOALS PATIENT WILL DEMONSTRATE FUNCTIONAL COMMUNICATIONS, EXHIBIT MAXIMUM VERBAL AND SENTENCE FORMULATION AND COMPREHENSION WITHIN DISEASE LIMITS WITHIN _____ WEEKS. PATIENT WILL DEMONSTRATE APPROPRIATE USE OF FUNCTIONAL VERBAL/NON-VERBAL COMMUNICATIONS SYSTEMS WITHIN _____ WEEKS. PATIENT WILL DEMONSTRATE IMPROVED READING/WRITING, USE OF GESTURES/NUMBERS WITHIN _____ WEEKS. PATIENT WILL DEMONSTRATE IMPROVED SWALLOWING/CHEWING/ORAL/MOTOR CONTROL WITHIN _____ WEEKS. MSW - GOALS PATIENT WILL HAVE ADEQUATE SUPPORT TO REMAIN IN HOME WITH ASSISTANCE OF COMMUNITY RESOURCES FOR FINANCIAL, TRANSPORTATION AND PERSONAL CARE ASSISTANCE WITHIN _____ WEEKS. Yes No DISCHARGE PLANNING DISCUSSED WITH PATIENT: WILL DISCHARGE THE PATIENT WITHIN 60 DAYS WHEN PATIENT AND/OR CAREGIVER IS/ARE ABLE TO DEMONSTRATE KNOWLEDGE OF DISEASE MANAGEMENT, S/S COMPLICATIONS. PATIENT IS ABLE TO FUNCTION INDEPENDENTLY WITHIN HIS/HER CURRENT LIMITATION AT HOME. PSYCHOSOCIAL EVALUATION WILL BE PERFORMED. PT/CG WILL BE COUNSELED REGARDING MANAGEMENT & ADJUSTMENT TO ILLNESS /LONG TERM PLANNING AND DECISION MAKING. APPROPRIATE COMMUNITY RESOURCE REFERRALS WILL BE MADE. REHAB POTENTIAL: Poor Fair Good Excellent ABLE TO REMAIN IN HOME/RESIDENCE/ALF WITH ASSISTANCE OF PRIMARY CAEGIVER/SUPPORT AT HOME ABLE TO UNDERSTAND MEDICATION REGIMEN, AND CARE RELATED TO HIS/HER DISEASE. WILL BE DISCHARGE WHEN MAXIMUM FUNCTIONAL POTENTIAL REACHED. COMMENTS QA Date Reviewed: / Page 8 of 8 / www.pnsystem.com 305.777.5580 ADULT SOC ASSESSMENT E-mail Form
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