Re: Mini Assessment

This is great. I would suggest creating a google form for this preliminary
assessment. This way the data can also be easily accessed by other team
members.

Regards,

Angie Kunnath

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On Wed, Sep 7, 2022 at 3:36 PM Cheryl Cartwright <ccartwright@thekey.com>
wrote:

> Okay, so once the intake is wrapping up and we are quite sure we are
> moving forward, we inform the client we will be sending a "preliminary
> assessment questionnaire" to help us create a shortlist of caregivers who
> have the right skill set. We also at this time send over our contracts and
> let the client know if they wish to proceed, please just send all this back
> and we will set up a more formal assessment with our nurse/case manager. We
> let the client know this last step will help us select a caregiver from our
> shortlist who will have the right chemistry and personality for the client.
> We offer that assessment over zoom or phone. If they want in person we tell
> them we can but it may slow the process just a little if they are okay with
> that. We also offer the phone or zoom assessment to be with several family
> members.
>
> Here is the mini assessment we send and simply ask that they provide as
> much detail as they can but that nuance and personality pieces will be
> discussed in the next stage.
>
> *Date of Birth:*
> *Address:*
> *Home phone number:*
> *Condition of the following areas:*
> - Hearing
> - Vision
> - Speech
> - Swallowing
> - Mobility
>
> *Mobility devices *(walker, wheelchair, stair lift, hoyer lift)
> *Safety devices *(grab bars, shower bench, non-slip mat, raised toilet
> seat)
> *Medical Conditions *(heart attack, stroke, hypertension, diabetes, etc.)
> *Behavioural and Cognitive conditions *(dementia, anxiety, combative)
> *Medications:*
> *Incontinence* (briefs, pullups, accident-protection or full incontinence)
> *Bathing & grooming *(how much assistance needed)
> *Allergies:*
> *Food/meal preferences:*
>
> We basically copy and paste this into the care plan which saves a lot of
> time and then add additional details from the proper assessment after.
>
> Hope this helps,
>
> Cheryl
>
> --
> *Cheryl Cartwright*
> Director of Care
> Home Care Assistance
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