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Assessments record the clinical evaluations behind a member’s plan of care and flag who needs closer attention.

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Specialized Assessments

Clinical assessments including type, scoring, and follow-up requirements. Columns: Member · Type · Name · Date · Score · Follow-up Follow-up is the field that matters operationally. An assessment with an outstanding follow-up is unfinished work, regardless of whether the assessment itself was completed.

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Risk Assessments

Fall risk and readmission risk scores with overall risk categories. Columns: Member · Name · Fall Risk · Readmission · Category · Next Due
Next Due in the past means the member’s risk picture is out of date. Surveyors check reassessment intervals, and a stale risk score undermines the care plan built on it.

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Running an assessment

1

Choose the assessment type

The type determines the scoring model and what counts as a follow-up trigger.
2

Record the score and date

Date the assessment when it was performed, not when it was entered.
3

Set any follow-up

If the score triggers action, record the follow-up so it does not get lost.
4

Set the next due date

On risk assessments, Next Due keeps the member in the reassessment cycle.
5

Reflect it in the care plan

A changed risk category usually means the plan of care needs revisiting. See Care Plans.
Risk category changes are worth acting on immediately. A member who moves into a higher fall-risk band often needs a different visit pattern, which means revisiting Scheduling as well as the care plan.

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Troubleshooting

Care Plans

Turn assessment findings into a plan of care.

Member safeguards

Incidents, complaints, and member rights.