Completing Member Assessments - Tailored Plan
Purpose
Completing assessments accurately and efficiently is essential for effective member care management. This article provides a clear, step-by-step guide on scheduling, performing, and finalizing assessments within the CHN Care Management system.
Step-by-Step Guide
Step 1: Scheduling the Assessment
- Open your CHN Care Management calendar.
- Select a date by double clicking that date and time slot suitable for both you and the member.
3. Create an assessment activity by entering the required member details.
o Select the Activity Type as "Assessment - Initial."
- Ensure you select the appropriate assessment script based on the member’s age group (e.g., pediatric, adolescent, adult, geriatric).
Step 2: Performing the Assessment
- On your calendar, hover over the scheduled assessment activity.
- A pop-up will display with member details and activity options.
- Click Perform to initiate the assessment.
The assessment script opens with some pre-populated information. Complete any remaining details:
o Select Activity Outcome from the dropdown
o Enter the Actual Duration.
o Choose the Place of Service.
o Ensure the Service Code (typically T1017 HT) is selected correctly.
See image below
Step 3: Scroll Down to select the Assessment Interface
- Select your preferred mode:
o Single Screen: Recommended for first assessments. Choose "From member demographics only."
o Workflow Mode: Guides step-by-step through the assessment.
o Navigate through questions using:
o Auto-opened questions as you progress.
o Clicking directly on questions.
o Using the icon to move sequentially.
Step 4: Completing the Assessment Questions
o Complete all mandatory questions from initial demographic information to guardian details.
o If a new Care Team member is mentioned, add via Quick Links. (see image below)
o Identify other services or assistance needs the member might require.
Step 5: Finalizing the Assessment
- Once all questions are answered, click Save & End Script.
If any questions are unanswered, the system alerts you. Return and complete the missed question(s).
- Otherwise confirm completion by clicking OK.
- Verify the pre-populated information in the Capture Activity Outcome form, adjusting if necessary.
- Unclick Review Care Plan checkmark ☒ if it's the first assessment (the Care Plan will now auto-generate from the responses).
- Click Save and Continue.
Step 6: Reviewing the Completed Assessment
o View the completed assessment in full by scrolling through the finalized script.
o Confirm all chosen options and enter details.
Common Issues & Solutions
o Missed Questions: The system will alert you. Click OK to revisit and complete missed questions.
o Incorrect Pre-Populated Data: Always verify pre-populated fields for accuracy and update as needed.
o Activity Outcome Errors: Ensure the correct outcome and duration are selected to reflect accurate reporting.
Tips for Efficiency
o Regularly save progress during lengthy assessments using Save and Continue.
o Use Save For Later if interruptions occur, ensuring no loss of information.
o Familiarize yourself with question flow to speed up the assessment process.
By following these steps, you ensure accurate and efficient completion of member assessments, leading to improved care outcomes.
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