CM Initial Assessment
The CM Initial Assessment tile provides a space for users to document the resident's basic care needs, prior level of function, and legal care document information.
Users may save as a PDF and send this documentation to the payer.
Assessment | |
Skilled Services Provided | All skilled services that the resident will receive |
Exclusions | Any exclusions from the payer |
Prior Level Of Function | Resident's prior level of function before the skilled stay |
Home Situation | Resident's living situation |
Caregiver Support | Any support the resident receives from a caregiver |
Any Community Supports Used | Any support the resident receives from the community |
List Any Prior DME | Any durable medical equipment the resident used prior to the skilled stay |
Medical Supplies | Medical supplies for the resident |
Current Level Of Function | Resident's current level of function |
Physical Therapy | Resident's physical therapy requirements |
Occupational Therapy | Resident's occupational therapy requirements |
Speech Therapy | Resident's speech therapy requirements |
Wounds | Wound treatment requirements |
Medication | Medication requirements |
Specialty DME Needs | Specialty durable medical equipment requirements |
LT Therapy Goal | Long term therapy goal |
DPOA | Does the resident have a Durable Power of Attorney |
DPOA (Notes) | Durable Power of Attorney notes |
Advanced Directives | Does the resident have an advanced directive |
Advanced Directives (Notes) | Advanced directive notes |
POLST | Does the resident have Physician Orders for Life-Sustaining Treatment |
POLST Notes | Physician Orders for Life-Sustaining Treatment notes |
Number of Stairs in prior living environment | Stairs in the resident's prior living environment |
POA/Responsible Party | Does the resident have a responsible party for the power of attorney |
POA/Responsible Party Name | Name of responsible party |
POA/Responsible Party Phone | Phone number of the responsible party |
Sent? | Has the initial paperwork been sent to the payer |
Date | Date intial paperwork was sent to payer |
Notes | Notate any additional information |
To enter/edit, click the ellipsis and select edit.


To save/print, select CM Initial Assessment from the Additional Documents icon at the top of the Admissions Screen.
