Annual Assessments
The activities that need added to Guiding Care to complete the Annual Assessment.
1. Annual Assessment Interview Tool
2. Agreement and Responsibilities
3. Home and Community Based Settings
4. Adults Needs and Strengths Assessment (ANSA)
The amount of time you have for post-discovery contact and to open an EBU and who the contact can be completed with.
24 Hours (If not completed within 24 hours, a 2nd attempt must be done)
- Contact must be completed with individual/legal guardian/authorized representative (unless not able to due to ICU/vent)
The amount of time you have to open and submit an incident report after discovery.
24 Hours
The care plan is reviewed and signed at these visits.
6-Month Visit and Annual Assessment
This contact is made every 3 months to the individuals' providers.
Quarterly Provider Contact
The amount of days that the Annual Assessments should be scheduled by.
90 Days in advance
The amount of time you have to complete the home visit after notification of EBU and/or discharge from facility.
3 Days
The amount of days you have to complete a prevention plan after notification.
TRUE or FALSE: The medication management goal is always required to be added to the care plan.
FALSE: Medication Management goal is only added if the individual has assistance with medications. Medication notes must state that individual is independent with medications, if no goal present.
The activity type that is used for the Quarterly Provider Contacts
SRS Collaboration
List all of the documentation that needs to be reviewed and signed during the Annual Assessment.
1. Agreement and Responsibilities
2. Releases of Information
3. Home and Community Based Settings
4. Eligibility Verification
5. Team Page
6. Care Plan
The 4 Types of Event Based Updates
1. Hospitalization/Institutionalization
2. Change of Residence
3. Failure to Use SRS in Calendar Month
4. 3 Reported Incidents within 90 Days
An individual informed you during their monthly contact that they had a house fire, and they are currently staying with relatives. Is this an incident report?
YES - Eviction/Housing Crisis, Reportable.
TRUE or FALSE: Whenever there is an update to the care plan it needs to be sent to the individual and their providers.
TRUE; unless they decline a copy for themself at the annual assessment.
The activity type/script that is used for 6-month visits.
SRS Visits
True or False: If an individual has a legal guardian, the SRS Packet documentation for the Annual Assessment must be signed by the legal guardian.
TRUE
This is completed for updates and documented in the EBU if hospitalization/institutionalized is greater than 7 days.
Weekly Contacts/Weekly Updates
List 3 Reportable Incidents
2. Behavior resulting in HSAP
3. Eviction/Housing Crisis
4. Health and Welfare at risk due to loss of caregiver
5. Prescribed medication issues NOT resulting in EMS/ER/Hosp.
6. Suicide attempt not resulting in ER/Hosp.
This is added to the care plan, following the investigation of a critical incident, that has been substantiated by PCG.
Prevention Plan
This is completed in the record once month and is not required if the individual had an Annual Assessment that month.
Clinical Record Review
This invitation and contact should be made upon scheduling the Annual Assessment and/or prior to the scheduled visit.
Interdisciplinary Team Member (IDT) letters and contact
This is done after you have completed the home visit with individual and before save and ending the EBU script.
Sent to SRS Review box for review.
List 4 types of Critical Incidents
1. Abuse (sexual, emotional, verbal, physical)
2. Neglect
3. Exploitation
4. Misappropriation ($500 & up; less than $500)
5. Unnatural/Accidental Death
6. Prescribed Medication Issues (results in EMS/ER/hospitalization) - provider error
7. Self harm/suicide attempt resulting in Hosp/ER
TRUE or FALSE: Prevention plans are able to be removed from the care plan when updating after Annual Assessment.
FALSE; Prevention plan are not allowed to be removed from the care plan. They are to readded to each updated care plan.
TRUE or FALSE: A visit (6 month or Annual Assessment) can be completed the same day as a monthly contact.
FALSE: Only monthly contacts and EBU visits can be completed on the same day.