About the Initial Assessment
The following list represents a sample of the comprehensive client information gathered by an Intervention Associates care manager. The care manager uses this information to prepare a detailed, narrative-style assessment report, from which the care plan is derived.
Medication Profile
• Current Medication
• Allergies to Medications
Nutrition Profile
• Allergies to Foods
• Dietary Restrictions or Special Diet Food Preferences
• Supplements/Vitamins
• Meal Preparation
Current Health Practices
Previous Health Status
Systems Review
• Vision & Hearing
• Integumentary/Skin
• Respiratory
• Cardiovascular
• Endocrine/Hematologic
• Immune
• Gastrointestinal
• Musculoskeletal
• Neurological
• Genitourinary
• Nutrition
• Dental
• Mental Health
Life Satisfaction
Health Care Providers
• Primary M.D.
• Eye Doctor
• Dentist
• Specialists
Preferred Pharmacy
Future Care Preferences
Insurance
• Medicare, Medicaid, VA Benefits
• Private Insurance
Overall Summary of Observations/Areas of Concern/Recommendations
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