Initial Admissions Assessment

Hospital Setting - the Care Manager:

1. Reviews medical records and interviews client, family, external case manager
2. Administers cognitive assessment - if appropriate
3. Administers balance and gait test - if appropriate
4. Assesses for continence
5. Assesses for safety awareness
6. Compiles above information into patient profile document (pertinent personal information, history, physical, contact)
7. Coordinates development of program team

Home Setting - the Care Manager:

1. Reviews past medical history, medications, and interviews client, family, external case manager
2. Contacts involved home health clinicians or outpatient clinicians for treatment plan
3. Administers cognitive assessment - if appropriate
4. Administers balance and gait test - if appropriate
5. Assesses for continence
6. Assesses for safety awareness - by having client demonstrate safety skills
7. Compiles above information into patient profile document (pertinent personal information, history, physical, contact)
8. Coordinates development of program team

Read more about the Comprehensive Care Plan development and implementation:
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