Patient Assessments

Patient assessments are designed to capture patient information for a particular condition (such as COPD Assessment) or service (such as an Emergency Room, Hospital or Physician Office Visit). The Centers for Disease Control and Prevention (CDC) developed a Health Risk Assessment (HRA) designed for the Medicare Annual Wellness Visits.

For Managing Health, the following assessments (or methods for capturing patient data will be developed:

• Managing Health Assessment is designed to understand the patient by documenting their current determinants and non-medical interventions.
• Well-Being Assessment is designed to capture the patient's goals (quality of life, care goals), care plan (goals, determinants, interventions, care team) and ensure alignment (patient, caregiver, physician, care team).
• Well-Being Status is designed to document daily status (how are you feeling, symptoms), actions (what happened?, what didn't happen?) and changes (symptoms, barriers, goals, determinants, interventions, plans).
• Functional Assessments - understanding of the Katz Index of Independence in Activities of Daily Living (ADL) and Lawton - Brody Instrumental Activities of Daily Living Scale (IADL).

Social Determinants of Health

• Kaiser - Current Life Situation Forms
• Institute of Medicine (IOM) recommended that 10 patient-reported SDH domains be documented (7/2017) 1) Race/ethnicity*, 2) Education, 3) Financial resource strain, 4) Stress, 5) Depression*, 6) Physical activity, 7) Nicotine use/exposure*, 8) Alcohol use*, 9) Social connections/social isolation 10) Exposure to violence: intimate partner violence, 11) Neighborhood characteristics (eg, median income within census tract) (Note * = Already routinely captured in electronic health records).
• Standardized Screening for Health-Related Social Needs in Clinical Settings - The Accountable Health Communities Screening Tool
• Capturing Social and Behavioral Domains and Measures in Electronic Health Records: Phase 2.

Other Referenced Assessments:

• National Comprehensive Cancer Network (NCCN) Distress Thermometer and Problem List for Patients
• CDC Health Risk Assessments is a comprehensive patient assessment completed as part of an annual wellness visit.
• CDC Health-Related Quality of Life (HRQOL) is an individual's or a group's perceived physical and mental health over time. It promotes Measuring Healthy Days for Population Assessment of Health-Related Quality of Life
• CDC Prediabetes Screening Test

Other Assessments

• Depression Anxiety Stress Scales (DASS) - is made up of 42 self-report items to be completed over five to ten minutes, each reflecting a negative emotional symptom.
• Short Form Health Survey (SF-36) - is a set 36 items of generic, coherent, and easily administered patient reported quality-of-life measures utilized by managed care organizations and by Medicare for routine monitoring and assessment of care outcomes in adult patients.
• EQ-5D - is a standardized instrument developed by the EuroQol Group as a measure of that can be used in a wide range of health conditions and treatments comprising five dimensions: mobility, self-care, usual activities, pain/discomfort and anxiety/depression.