CHA_ReportsUserManual_20120926_v1.0_CSSCAP
Contents
1. Assumptions The reports generated by the assessment software should resemble the look and feel of the sample mock up reports in this manual Report Details Information about this Section For each report in this manual you will find the following information Purpose Content Use Mock report with fictional data CSS CAP Software generated CHA Reports User Manual Page 4 of 18 CCl M Summary of Reports lient s CAPs and Outcomes Assessor Report 2 Client Progression Report Assessor Report 3 Client Assessment Summary Report Organizational HSP Report 1 Clinical Report Organizational HSP Report 2 Clinical Report Organizational HSP Report 3 Operational Report Provides triggered CAPs and Outcome Measures and Scales for one client Informal Support Status and Hospital Physician utilization Provides CAPs Outcome Measures and Scales for one client over time Always shows initial assessment as baseline Informal Support Status and Hospital Physician utilization Provide a quick summary of a client Provides information from Core CHA amp Functional MH Supplements Provides Outcome Measures and Scales description and scores Informal Support Status and Hospital Physician utilization Understand acuity of an organization based on CAPs and Outcome Measures and Scales on a particular day of all current assessments of all active clients Provides the client count for each CAP and Outcome Measures an2. This report shows the total number and percentage of distinct clients within the date range for o All demographic data elements o All completed assessment data elements of o CHA Core o CHA Functional Supplement when completed o CHA MH Supplement when completed Use Some suggested uses of this Clinical Report are to o Gain an understanding of the acuity of clients within your organization based on assessment domains or by specific data elements or single response to a data element in one domain i e Functional Status This shows how many clients have needs by domain and the degree of assistance required which helps with Workload measures Statistical reporting Funding Staffing O 000 CSS CAP I Software generated CHA Reports User Manual Page 14 of 18 CCl M Mock Organizational Report 2 Clinical report Section C Cognition Cognitive Skills for Daily Decision Making Change in Decision Making as Compared to 90 Days ago or less than 90 days ago Section D Communication and Vision Making Self Understood Expression Ability to Understand Others Section E Mood Indicators of Possible Depressed Anxious or Sad Mood Made Negative Statements Persistent Anger with self or others CSS CAP Software generated CHA Reports User Manual 2 Moderate Difficulty 2 Moderate Difficulty Page 15 of 18 CCIM Mock Organizational Report 2 Clinical Report cont d Functional Supplem
3. Centre CSS CAP I Software generated CHA Reports User Manual Page 18 of 18 CCl M
4. track the number of assessments and their status at organizational and assessor levels Content This report shows the total nunber of assessments within each assessment status type overdue based on business rule in progress due in the next 30 days cancelled and completed by assessor and Core and Supplements Use Some suggested uses of this Operational Report are to o Audit status of assessments o Analyze business process Mock Organizational Report 3 Organization HSP Report 3 Operational Report Functional Supplement Mental Health Supplement Overdue based on Due in the Triggered amp Hot Triggered Number of Assessments ER InProgress next 30 days Assessor Name Assessor Name Assessor Name Assessor Name Assessor Name Totals CSS CAP I Software generated CHA Reports User Manual Oo o S S S S S EG NG A ae a Assessor Name Ooo ee ee S S a a E a Triggered amp Triggered amp Hot Triggered Triggered amp Hot Completed Completed amp Completed Not Completed Page 17 of 18 CCIM Conclusion The effort that your organization makes to collect and use CHA information can offer great benefits to your clients staff and organization We hope this manual is useful in helping you to understand these reports and to gain the valuable insight from the data provided by the interRAI CHA If you have questions or comments please contact us via the Support
5. ADL Potentialto Potentialto Potentialto No Change Improve Improve Improve 1 Triggered To 1 Triggered To Facilitate Facilitate Improved Improvement Improvement Increased Need Deteriorated 0 Not Triggered 2 Triggered To Prevent Decline Activities of Daily Living ADL 0 Not Triggered Home Environment Optimization Enviromental 0 Not Triggered 0 Not Triggered 1 Triggered 0 Not Triggered Cognitive Performance Scale Scale 0 6 Depression Rating Scale Scale 0 14 ADL Involvement Scale Scale 0 21 Self Reliance Index Scale Scale 0orl nformalHelper O OOOO L Score Description Informal heller is unable to continue in caring activites JM Primary informal helper expresses feelings of distress anger and depression 1 JV OI HIMES i acute hospital wih ovemight sta C EET Physitianvst PD y O mpn Room Vist o O CSS CAP I Software generated CHA Reports User Manual Page 9 of 18 CCl M Assessor Report 3 Client Assessment Summary Report Purpose To provide a summary view of specific key data elements on a client s most recent assessment including o CHA core assessment o Functional and Mental Health supplements if completed o Outcome Measures and Scales Content 1 The basic demographics i e Name Date of Birth HIN etc are displayed at the top of the re
6. Community Support Sector Common Assessment Project Software generated CHA Reports User Manual Introduction Capturing electronic information to do analysis and generate reports is a vital part of using interRAl Community Health Assessment CHA to enhance services to clients Your HSP s completion of CHA assessments will provide you with useful reports to better understand clients accessing your services and ultimately help you deliver services where they are needed most This first series of reports offers ways to view and use information relevant to your organization and clients For instance the data your organization collects will generate reports that you can use to show the status of a client at their first assessment and compare that to their most recent assessments This will demonstrate areas of need that are currently being met with existing services and those areas where additional resources may be required This manual describes the purpose content and use of six reports that you can generate through your assessment software solution The six reports include three assessor and three organizational reports A Community Support Services Common Assessment Project CSS CAP Working Group with CSS sector representation is finalizing a series of standardized reports that will be generated from the Integrated Assessment Record IAR In the meantime we invite you to use this manual as a starting point to help you to get the most ou
7. DL Self Performance Hierarchy Scale CHESS Changes in Health End stage disease signs and symptoms PS Pain Scale SRI Self Reliance Index CPS Cognitive Performance Scale DRS Depression Rating Scale IADL Involvement Scale MAPLe Method of Assigning Priority Levels Informal Helper Informal helpler is unable to continue in caring activities Primary informal helper expresses feelings of distress anger and depression Family or close friends report being overwhelmed by person s illness Hospital Use Emergency Room Use Physician Visit Inpatient acute hospital with overnight sta Physician visit Emergency Room Visit CSS CAP Software generated CHA Reports User Manual 0 Adequate 1 Minimal Difficulty Core Assessment Section E Mood and Behaviour 0 Not Present 0 Independent 0 Independent Independent Stable No Pain Self Reliant Intact No symptoms of depression Independent Low oe Description rr a ee Page 11 of 18 mOooococoo CCIM Organizational Report 1 Clinical Report Purpose To understand the client acuity within an organization on a particular day or date range based on all current completed assessments for all active distinct clients by showing the client count for each CAP Outcome Measure and Scale Discharged clients are excluded The report is based on the most recent assessment for each of the clients within the date range selected Content It is important to note
8. Rating Scale Some symptoms of depression Scale 0 14 2 intervention may be helpful IADE involvement Stale Extensive Assistance required Scale 0 21 14 Self Reliance Index Scale Self Reliant Seale Oorl Panaci Mild Pain Pain less than daily Scale 0 3 CHESS Low level of medical complexity Scale 0 5 and instability MAPLe Scale 1 5 ADL Self Performance Hierarchy Scale Scale 0 6 Informal helpler is unable to continue in caring activties PPM Primary informal helper expresses feelings of distress anger and depression 1 Yes Family or close fiends report being overwhelmed by persons ness GM Fenr y Room Use P SFR re j Inpatient acute hospital with overnight stay HE Emergency Room Visit CSS CAP I Software generated CHA Reports User Manual Page 7 of 18 CCl M Assessor Report 2 Client Progression Report Purpose To provide an overview of the change over time in a client s health status based on CAPS and Outcome Measures and Scales by comparing the three most recent assessments to the client s first assessment as the baseline Content 1 The basic demographics i e Name Date of Birth HIN etc are displayed at the top of the report 2 Triggered CAPs for the client from the initial assessment and the last three consecutive assessments are shown e This report always includes the first assessment as a baseline assessment e This report also shows the total number of CAPS triggered for each assessm
9. ceeeeeeeneeeenaeees 15 Organizational Report 3 Operational Report 00 0 cee eeecceceeeceeeeececeeeeeesteeeeneeeenaees 16 Organizational Report 3 Operational Report 0 0 0 cece ceeseceeececseeeeceeeeeeseeeeenteeeeaees 17 Mock Organizational Report H3 resnnrnronnvnrennvnrennrnnennnnsenneneennnnernrnnernrnsenrssssnrssssnrsser 17 CONCIUSION eE T T 18 CSS CAP I Software generated CHA Reports User Manual Page 3 of 18 CCl M General Information This series of reports are generated by your software solution from the data you collect in the CHA assessments that your health service provider HSP completes The reports are self serve and available to assessors and authorized staff any time within the assessment software This set of reports is based on the CSS CAP report specifications common across all CSS HSPs participating in the CSS CAP implementation of the CHA The design and intent of the reports was developed by a working group whose membership included the sector LHIN and Ministry as well as researchers who developed the interRAI CHA tool Their feedback was vital in making sure the report elements and design aligns with each report objective These reports allow authorized users to view and analyze captured assessment information for clients or view reports at an aggregate level based on the report type Organizations have the option to create additional reports to meet their needs to supplement these six reports defined by CSS CAP
10. d Scales Provides an overview of all active clients of the organization on their acuity at a point in time Ability to download information for further analysis Ability to run this report by Domains Date Range or Monthly selection Understanding workload of assessors and status of completing assessments Date range and or monthly options CSS CAP Software generated CHA Reports User Manual Page 5 of 18 CCl M Assessor Report 1 Client CAPs and Outcomes Purpose To provide an overview of a client s health status and need based on triggered CAPS and Outcome Measures and Scales Content 1 The basic demographics i e Name Date of Birth HIN etc are displayed at the top of the report 2 All triggered CAPs for an individual client along with the description of that CAP are displayed i e Potential to improve the assessment data elements that triggered the CAP along with the code and description of that code i e limited assistance 3 Actions Taken section which lists possible options You cannot add or store data here it is intended only as a prompt for options in addressing triggered CAPs 4 Eight Key Outcome Measures and Scales are listed along with the score showing the severity level and subsequent description for each 5 Informal Helper Status from the Functional Supplement is shown 6 The number of times of Hospital Use Emergency Room Visit and Physician Visit are also listed Use Some sugges
11. ent Section B Cognition Memory Recall Ability la Procedural Memory OK 1b Situational Memory OK Periodic Disordered Thinking Awareness appears 2a Easily Distracted 2b Episodes of disorganizeds speech Mental function varies aver the 2c course ofthe day Acute Change in Mental Status From Person s Usual Functioning Section C Mood and Behaviour Indicators of Possible Depressed Anxious OR Sad Mood Recurrent statements that somehting terrible is about to fa happen 0 Not 5 on 1 2 of last 3 days Expressions including non verbal of a lack of pleasure in life 3 Exhibited daily in last 3 days 1b anhedonia Behaviour Symptoms 2a Wandering 2b Verbal Abuse 1 2c Physical Abuse Socially inappropriate or disruptive 2d behaviour Inappropriate public sexual 2e behaviour or public disrobing 2 Resists care 3 6 or more Mental Health Supplement Section B Mental Health Service History 1 Number of lfetime psychiatric admission h t h t h i h 2 Time since last contact with community mental health agency or professional in the past year 0 No contact in last year 1 31 days or more 2 30 days or less CSS CAP Software generated CHA Reports User Manual Page 16 of 18 CCI M Organizational Report 43 Operational Purpose Report To
12. ent e CAPs that are not triggered are not shown 3 The change in status of CAPs for the two most recent assessments is shown 3 Eight Key Outcome Measures and Scales are listed showing the score for the three most recent assessments and the first assessment as a baseline assessment 4 Informal Helper Status amp Hospital Use Emergency Rooms Use Physician visit Use Some suggested uses of this report are to o Determine if the current supports are effective or not by analyzing the change in status o Understand the historical perspective on change for this client since his her first assessment showing overall stability improvement or decline o Start the conversation to see which areas the client would like support with or address decline prioritize o Inform care planning o Inform reassessment time period The Informal Helper status and Hospital Use Emergency Room Visit and Physician Visit can be used to indicate if the informal caregivers are coping and or need more support Both of these items indicate if the client has appropriate supports in place CSS CAP Software generated CHA Reports User Manual Page 8 of 18 CCl M Mock Assessor Report 2 Client Progression Report 1 Triggered with 1 Triggered with Physical Activities Promotion Activities Potential for Potential for No Change Improvement Improvement 0 Not Triggered 0 Not Triggered 1 Triggered with 1 Triggered with 1 Triggered with Instrumental ADL
13. nt need Support business cases 0000 CSS CAP I Software generated CHA Reports User Manual Page 12 of 18 CCl M Mock Organizational Report Functional Performance CAPs Gr 4 nstrumental ADL ADL 1 og Activities of Daily ig e Home Environment 0 Mot Triggered 1 SE gmim 9 5 nstitutional Risk 0 llot Triggered 4 Triggered ccs Scales and Outcomes Cognitive Performance Scale CPS Intact Borderline intact Mild impairment Moderate impairment Moderate Severe impairment Severe impairment Very severe impairment CSS CAP Software generated CHA Reports User Manual 1 Triggered with potential 0 lot Triggered for improvement 1 Clinical Report 2 Triggered to prevent le Signiticant Change in status reassessment Discharge covers last 3 days of service Discharge tracking only Page 13 of 18 CCIM Organizational Report 2 Clinical Report Purpose To provide an overview of the acuity of all active clients of the organization at a point in time This report is based on all information in the assessment domains of the Core CHA Functional and Mental Health MH supplements One can navigate to sections within the report and also download information for further analysis Discharged clients are excluded The report is based on the most recent assessment for each of the clients within the date range selected Content
14. port 2 The respective coding responses from specific CHA domains of eight data elements of Core six data elements of the Functional Supplement and one data element of the Mental Health Supplement 3 It also shows the eight Key Outcome Measures and Scales scores and descriptions 4 The Informal Helper Status from the Functional Supplement is shown 5 This report also includes the number of times of Hospital Use Emergency Rooms Use and Physician visits Use Some suggested uses of this Assessment Summary are to o Understand from a high level view an individual client s physical psychosocial cognitive and informal support network This aligns with the four broad areas discussed in CAPs training Functional Cognitive amp Mental Health Social and Clinical issues This report provides a synopsis of key client assessment information to engage further client conversation o Use as a communication tool with the client family members or health providers in the clients circle of care o Have an overview of client prior to reassessment The Informal Helper status and Hospital Use Emergency Room Visit and Physician Visit can be used to indicate if the informal caregivers are coping and or need more support Both of these items indicate if the client has appropriate supports in place CSS CAP Software generated CHA Reports User Manual Page 10 of 18 CCl M Mock Assessor Report 3 Client Assessment Summary Report First Name John Las
15. t Name Doe Healthcard Number 1111 2222 3333 AB Case Record Number 23456 Birthdate 11 Feb 40 Gender male Residential Living Status 1 Private home apartment Living Arrangement _ 7 with other relatives Core CHA Assessment Section C Cognition Cognitive skills for daily decision making 1 Making decisions regarding tasks of daily life Section D Communication and Vision Making self understood expression 1 Expressing information content both verbal and non verbal Ability to understand others comprehension Each section should be collapsable Primary Language English Marital Status Widow Date Case Opened 24 Dec 05 Last Assessment 10 Apr 09 Reason for Assessment 3 Return Assessment Current Assessment Date 11 Aug 10 Current Assessor Eva Deer Assessments completed CHA FCT Results 0 Independent 0 Understood 2 Understanding verbal information content however able with hearing appliance normally used 1 Usually understands Hearing 3 Ability to hear with hearing applienace normally used Vision Ability to see in adequate light with glasses or with other visual appliance normally used Functional CHA Assessment Section C Mood and Behaviour Behaviour symptoms 2f Resists care Mental Health CHA Assessment Section E Harm to Self and Others Self injury 1a Most recent self injurious attempts Violence 4a Intimidation of others or threatened violence Key Outcomes and Measures A
16. t of your interRAI CHA software solution generated reports CSS CAP Software generated CHA Reports User Manual Page 2 of 18 CCIM Table of Contents filet ee EE EE 2 General InNform llonuuadosuansm ass aaa 4 ASSUMPTIONS sur msnsmemmeismmks menu aA ene aE 4 Report Details uuLaas qaausumsumnmmqmsmmnusviensenijesjevidaj enn dl 4 Summary of FePolsuvavvsvassasememasoaseko ek 5 Assessor Report 1 Client CAPs and Outcomes esnnnvnnnnnvnnvnrvrnnnrvennrrvennrnvernrevevnrevennneser 6 Mock Assessor Report 1 Client CAPs and Outcomes cceesceeeeseeeeeseeeenneeeeneeees 7 Assessor Report 2 Client Progression Report eecccesscecseceeceeececeeeeecsneeecneeeeneeeeaees 8 Assessor Report 2 Client Progression Report errrrnnrnrrnnrnnrnnnnrrnnnnrrnennrrnernrrvesnrnvernrsee 8 Mock Assessor Report 2 Client Progression Report escceceeeeceeeeeseeeeeeeteeeenaeeees 9 Assessor Report 3 Client Assessment Summary Report rrrnrnrrvnnrrnnnnnrrvnnnrrnsrnrnnsnnnne 10 Mock Assessor Report 3 Client Assessment Summary Repott eeeeeeeeeeeeeteee 11 Organizational Report 1 Clinical Report orrrnrnnonnrorrvnrnrrnnrrrrnnerrrnnnnrrnsenrrnssnrrssnnrseer 12 Mock Organizational Report 1 Clinical Report reesnvrnronvvnronvnnvenrnnvennnnnerrrnsrnnnee 13 Organizational Report 2 Clinical Report uanseenemenmaesansensnaatrienann 14 Mock Organizational Report 2 Clinical report cceecceceeseceeeeeeeeee
17. ted uses of this report are to o Validate assessors assessment intuition o Start the conversation to better understand the client s priorities around their needs and support requirements o Inform care planning and o Inform the reassessment time period The Informal Helper status and Hospital Use Emergency Room Visit and Physician Visit can be used to indicate if the informal caregivers are coping and or need more support Both of these items indicate if the client has appropriate supports in place CSS CAP Software generated CHA Reports User Manual Page 6 of 18 CCl M Mock Assessor Report 1 Client CAPs and Outcomes zy gt 2 El at ol FE EG We 55 i He HH F H og 38 DE By HEE H ug Gee EE zee 8 9 ERT a HER se f St a ot 8 Ed a 3 zj d i 2 5 0 0 0 0 0 0 Text field 10 Aug 10 Q Glab Meal Preparation Difficulty Limited Assistance 0 E aJo 0 Ja Text field Q G1bb Ordinary Housework Difficulty Limited Assistance g 0 0 I0 10 0 Text field Q Glgb Shopping Difficulty 4 Extensive assistance O 0 H Jo I0 JO Text field Q G1hb Transportation Difficulty Supervision 0 0 O IO O Text field Q G5 Change in ADL Status as compared to 90 days ago Declined o o o o O o Tod field Client s ability to perform these activities has declined compared to the Last ASSESSMENT Cognitive Performance Scale Mild impairment Scale 0 6 2 Depression
18. that this report provides you with active distinct client counts i e the number of active clients in your HSP at a point in time Clients in your organization who are involved in more than one of your programs are only counted once Distinct client count and percentage of clients are shown by o Demographics eg gender reason for assessment age range marital status living arrangements residential living status referral source languages o CAPs o Outcome Measure amp Scales o Informal Helper Status and Hospital Use Emergency Rooms Use Physician visit Note Optional filters for program type services location and service admission admitted vs non admitted can be provided by HSP to be included as additional software requirements exclusive of CSS CAP for organizational reports 1 and 2 Use Some suggested uses of this Clinical Report are to o Gain an understanding of the acuity of clients within your organization based on CAPs Outcome Measures and Scales at a point in time to see if the interventions are effective This information can help identify the high risk client needs within your organization statistical reporting funding staffing gender needs age etc For example if your client population s age range is over a specific age you can analyze how their needs services social activities and interests change Inform program planning Inform resource needs based on client acuity Prioritize support based on clie
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CHA_ReportsUserManual_20120926_v1.0_CSSCAP