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Assessment Recommendation Automations Reference Guide
Assessment Recommendation Automations Reference Guide

Assessment based automations into Patient's Care plan

Bill Ruby avatar
Written by Bill Ruby
Updated over a year ago

This document can be used as a reference guide for any questions or issues related to assessment recommendation automations. For each table below, when any of the listed assessment questions are answered with any of the listed applicable answers, then the listed Care Plan problem will be automatically added to the patient in a ‘Suggested’ state.

HRA Automations

HRA Question

Applicable Answer(s)

Automated 'Suggested' Care Plan

Additional Automations

Do you have a history of falling or feeling unsteady while walking?

Yes

Fall Risk

-

Do you have any problems with pain?

Yes, my pain is currently unmanaged

Chronic Care

-

Do you have life planning documents in place?

No

Gaps in Care

Goal: Complete Life Planning Documents


Intervention - Care Manager Action: Question if patient has advanced life planning documents in place and educate on importance as needed. Supply patient with resources to help complete if needed.


Barrier: Insufficient end of life planning.

In the past week, how many days did you exercise?

No days

Physical Inactivity

-

Is your support system adequate and meeting your needs?

No

Lack of Resources and/or Support

-

Do you have difficulty obtaining any of the following resources?

Housing


Clothing


Food


Transportation


Employment


Financial Assistance

Lack of Resources and/or Support

-

Do you have any difficulty picking up your medications such as paying for them or having transportation to obtain them?

Yes

Lack of Resources and/or Support

-

Do you have any problems taking medications as prescribed?

Yes

Medication Adherence Issues

-

Do you ever stop taking medicine when you feel better without discussing with your provider first?

Sometimes I stop taking my medicines when I feel better without discussing with my doctor.

Medication Adherence Issues

-

Do you ever stop taking your medicines when you feel worse without discussing with your provider first?

Sometimes I stop taking my medicines when I feel worse without discussing with my doctor.

Medication Adherence Issues

-

HRSN Automations

HRSN Section

HRSN Question

Applicable Answer(s)

Automated 'Suggested' Care Plan

Housing

What is your living situation today?

I have a place to live today, but I am worried about losing it in the future


I do not have a steady place to live (I am temporarily staying with others, in a hotel, in a shelter, living outside on the street, on a beach, in a car, abandoned building, bus or train station, or in a park)

Unsafe living conditions

Housing

In your current living situation, do you have problems with any of the following?

Lack of heat


Lead paint or pipes


Mold


Oven or stove not working


Pests such as bugs, ants, or mice


Smoke detectors missing or not working


Water leaks

Unsafe living conditions

Food

Within the past 12 months, have you worried that your food would run out before you got money to buy more?

Often true


Sometimes true

Lack of resources and/or support

Food

Within the past 12 months, have you worried that your food would run out before you got money to buy more?

Often true


Sometimes true

Financial Constraint

Transportation

In the past 12 months, has lack of reliable transportation kept you from medical appointments, meetings, work or from getting things needed for daily living?

Yes

Lack of resources and/or support

Utilities

In the past 12 months has the electric, gas, oil, or water company threatened to shut off services in your home?

Yes


Already shut off

Unsafe living conditions

Safety

Does anyone in your life hurt you, threaten you, frighten you or make you feel unsafe?

Yes

Unsafe living situation

Financial Strain

How hard is it for you to pay for the very basics like food, housing, medical care, and heating? Would you say it is:

Somewhat hard


Very hard

Financial Constraint

Family and Community Support

Do you want help finding or keeping work or a job?

I could use a little more help


I need a lot more help

Lack of resources and/or support

Family and Community Support

How often do you feel lonely or isolated from those around you?

Often


Always

Lack of resources and/or support

Education

Do you want help with school or training? For example, starting or completing job training or getting a high school diploma, GED or equivalent.

Yes

Lack of resources and/or support

Education

Do you speak a language other than English at home?

Yes

Language Barrier

Physical Activity

In the last 30 days, other than the activities you did for work, on average, do you exercise at least 30 minutes a day, 5 days a week?

No

Physical inactivity

Substance Use

How many times in the past 12 months have you had 5 or more drinks in a day (males) or 4 or more drinks in a day (females)? One drink is 12 ounces of beer, 5 ounces of wine, or 1.5 ounces of 80-proof spirits.

Daily or Almost Daily


Weekly


Monthly


Once or Twice

Drug / Substance abuse

Substance Use

How many times in the past 12 months have you used tobacco products (like cigarettes, cigars, snuff, chew, electronic cigarettes)?

Daily or Almost Daily


Weekly


Monthly


Once or Twice

Nicotine Dependence

Substance Use

How many times in the past year have you used prescription drugs for non-medical reasons?

Daily or Almost Daily


Weekly


Monthly


Once or Twice

Drug / Substance abuse

Substance Use

How many times in the past year have you used illegal drugs?

Daily or Almost Daily


Weekly


Monthly


Once or Twice

Drug / Substance abuse

Mental Health

Stress means a situation in which a person feels tense, restless, nervous or anxious, or is unable to sleep at night because his or her mind is troubled all the time. Do you feel this kind of stress these days?

Somewhat


Quite a bit


Very much

Ineffective coping related to stress

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