1. Needs Assessment Tool (NAT) Webinar

2. Training Agenda Welcome Background of the Needs Assessment Tool (NAT) Introduction to the NAT What’s New? NAT Review Questions

3. Changing for the Better Respond to feedback from the AAA network –User friendly Build consistency across the network Level of Care Determination (LCD) focuses on the level of care Needs Assessment Tool expands on information in the LCD –Identify individual needs –Develop care plan

4. Introduction to the NAT Previously known as the Care Management Instrument (CMI) Purpose is to gather information about the individual –New information is critical in development of a care plan –Will be used to determine individual’s service needs, strengths, resources, preferences, and goals Information captured in the LCD will populate into the NAT using the SAMS copy feature (refer to SAMS instructions)

5. Introduction to the NAT NAT will populate from LOCA or CMI only if questions and response options are identical. LCD training available: –www.ltltrainingpa.orgwww.ltltrainingpa.org

6. Gathering Additional Information 1.Diagnosis for Ears, Nose and Throat (ENT) and Eye Conditions 2.Nutrition and Nutritional Risks 3.Informal Supports 4.Protective Services 5.Physical Environment 6.Emergency 7.Financial Information NAT gathers additional information necessary to complete a care plan. This information includes:

7. What’s New in the NAT Improve consistency with documentation –Drop down boxes for diagnoses Fewer text entries –“Other” category –Note section for expanded documentation

8. What’s New in the NAT SLUMS: Saint Louis University Mental Status –Replaces Short Portable Mental Status Questionnaire –Reasons for change: Up to date screening tool Mental status: score for normal, mild, moderate, severe dementia Piloted in Cameron/Elk/McKean More measurable year to year No permission needed to utilize screening No cost Only 10 mins. to complete –Training available on LTLTI site www.ltltrainingpa.org

9. What’s New in the NAT Functional Needs Score (FNS) –Formerly the FNM (Functional Needs Measurement) –Algorithm to assist with FNS –Prioritizes individuals for wait list placement –Results utilized by Department for quality improvement and other data collection

10. Review of the NAT

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28. Completion of the NAT Only complete when it is signed off by: –Care Manager –RN (when appropriate) –Supervisor - signature indicates: Completion and consistency Clear and supportive notes exist where required All other signature and dates are completed Required SAMS documentation (A&R and Journal entries) are completed THIS IS AN ELECTRONIC SIGNATURE Workers will need to be logged into SAMS with their credentials to complete this section

29. NAT Roll Out July 1, 2014 –Any needs assessment completed from then on will need to utilize the NAT

30. Additional NAT Trainings Friday, June 6, 2014: 9 – 11:30am & 1:30-4pm Monday, June 9, 2014: 9 – 11:30am & 1:30 – 4pm Wednesday, June 11, 2014: 1:30 – 4pm Friday, June 13, 2014: 9 – 11:30am Tuesday, July 1, 2014: 9 – 11:30am Wednesday, July 2, 2014: 1:30 – 4pm Tuesday, July 8, 2014: 9 – 11:30am Wednesday, July 9, 2014: 1:30 – 4pm Thursday, July 10, 2014: 9 – 11:30am Friday, July 11, 2014: 9 – 11:30am

31. Additional Questions Submit to: QCS Email Address: RA-qcswork@pa.gov

32. Questions?