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Section Navigation Part 3 of 26 1. General Section 2. 1. Purpose and clinical relevance 3. 2. What the clinician must assess 4. Technique 5. Required data to chart 6. 4. Normal findings 7. 5. Abnormal findings 8. 6. Mode A — complete chartable narrative 9. 7. Mode B — guided documentation prompts 10. Subjective — ask 11. Objective — observe 12. Measure 13. 8. Interventions performed 14. 9. Patient and caregiver teaching 15. 10. Response and reassessment 16. 11. Physician or provider notification 17. 12. Red flags and emergency escalation 18. 13. Skilled-need justification 19. 14. Medical-necessity statement 20. 15. Homebound relevance 21. 16. Weak vs. strong documentation 22. 17. Common audit and denial risks 23. Smart phrases 24. Normal narrative bank — stable / at-baseline 25. Abnormal narrative bank — focused / at-risk 26. 19. Sources and clinical references Previous Next 2. What the clinician must assess A complete assessment addresses each of the following each visit, scaled to the patient's diagnosis and stability:
Activities of daily living — bathing, dressing, grooming, toileting, transferring, feeding, and ambulation — each at its level of assistance (independent, supervision, partial or substantial assistance, or dependent). Instrumental activities — meal preparation, medication management, housekeeping, shopping, finances, transportation, and telephone use. Mobility and transfers — bed-to-chair, toilet, and tub transfers; gait; and assistive-device use and fit. Functional change from baseline — decline or improvement, and the specific tasks affected. Durable medical equipment and assistive devices in use — presence, appropriateness, condition, and correct use. Caregiver availability and capability for the assistance the patient requires. The relationship of the functional findings to homebound status and the plan of care. Section Navigation Part 3 of 26 1. General Section 2. 1. Purpose and clinical relevance 3. 2. What the clinician must assess 4. Technique 5. Required data to chart 6. 4. Normal findings 7. 5. Abnormal findings 8. 6. Mode A — complete chartable narrative 9. 7. Mode B — guided documentation prompts 10. Subjective — ask 11. Objective — observe 12. Measure 13. 8. Interventions performed 14. 9. Patient and caregiver teaching 15. 10. Response and reassessment 16. 11. Physician or provider notification 17. 12. Red flags and emergency escalation 18. 13. Skilled-need justification 19. 14. Medical-necessity statement 20. 15. Homebound relevance 21. 16. Weak vs. strong documentation 22. 17. Common audit and denial risks 23. Smart phrases 24. Normal narrative bank — stable / at-baseline 25. Abnormal narrative bank — focused / at-risk 26. 19. Sources and clinical references Previous Next