Professional Documents
Culture Documents
APrimaryCarePracticeImprovementActivity
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Health Assessments
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Welcome
AHRQ and its contractors developed this activity with input from primary care clinicians to provide you
with an efficient, informative, and doable exercise in quality improvement. The content of this activity
is based on AHRQs Health Assessments in Primary Care: A How-to Guide for Clinicians and Staff. Many
of you already use health assessments with your patients. Conducting health assessments involves both
the questions you systematically ask your patients about their health behaviors and the processes in your
practice for reviewing and using this information in patient care. Health assessments are common in
quality improvement and recognition programs, such as:
The Annual Wellness Visit from the Centers per Medicare and Medicaid Services (CMS)
The Physician Quality Reporting System (PQRS) per CMS
The Meaningful Use EHR Incentive Program per CMS
The Patient-Centered Medical Home (PCMH) Recognition Program from the National Committee
This activity will help you to improve the documentation of health assessments
for your patients.
This document provides all of the step-by-step guidance and tools you need to
complete the practice improvement activity. Physicians who complete this activity
may receive credit for Maintenance of Certification (MOC) Part IV and PAs may
receive PI-CME. Nurse practitioners who view a related video may obtain Continuing
Education (CE) credits. For more information about obtaining credit, please see
the User Guide.
Select Continue to read the Educational Objectives and Requirements
for completing this activity.
1:32:43
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Educational Objectives
After this MOC / CE Activity, you will be able to:
1. Define health assessments in patient care.
2. Describe the benefits of systematic health assessment for patients.
3. Identify resources for health assessments.
4. Assess your current performance on the use of health assessments with your patients.
5. Improve your skills to compose and implement a quality improvement (QI) activity.
6. Remeasure your performance on the use of health assessments after your QI activity.
7. Attest and submit this activity for credit from your certifying Board or organization. For more details on how
to submit this activity, please see the User Guide.
This practice improvement activity provides practical guidance and tools to help individual clinicians or groups of clinicians
design and implement a QI activity to improve the documentation of health assessments. The QI activity will use rapid
cycle, small-scale tests of change, known as the Plan-Do-Study-Act or PDSA cycle for improvement. In a PDSA cycle, you
form a team, establish measures, select changes, test those changes, adjust as necessary, and then implement on a broader
scale. Although you may work independently, you may have a richer learning experience by working together with other
clinicians to complete this module (of course, you must still submit your own data to receive credit).
The American Academy of Physician Assistants (NCCPA) has approved the activity for a maximum of 20 Category 1 PI-CME
credits. Please see the User Guide for more details and instructions on how to obtain credit from your Board. Physicians
certified through the American Boards of Family Medicine, Pediatrics, or Internal Medicine must submit as a self-directed
activity (please see the User Guide for instructions). Nurse Practitioners can receive credit from the American Academy of
Nurse Practitioners by viewing an AHRQ webinar about health assessment practice improvement.
There is no cost to download, use, or copy this toolkit. You will be responsible for paying any fees that may be required
by the certifying Board(s) to receive credit for your completed MOC Part IV improvement activity. This activity is open to
anyone. Completion of this MOC/CE activity will be documented in this PDF document. All the required sections must
be completed to receive credit. The U.S. Department of Health and Human Services is not collecting or maintaining any
information you enter into this module.
Welcome Section
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You can print paper forms to simplify data collection and QI activity planning; however, all
performance data and QI plans must be entered into this PDF document to meet completion
requirements.
When you are ready to start this activity, save this file to your computer:
*Select your primary Board or organization for which you are seeking
MOC Part IV practice improvement credit or Continuing Education credit.
(You can select only one for this activity.)
American Board of Family Medicine (ABFM)
Save and continue to review your requirements and instructions for completing
this activity or save and exit to finish later.
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Estimated
Effort
Step
What to Expect
Understand the basic requirements of your participation and attest that you have read the requirements.
10 mins
Enter basic information about yourself to ensure the creation of an interactive version of the module that
meets your needs.
10 mins
Complete brief readings. Complete pre- and post-tests of health assessment knowledge.
20-30 mins
Select an area of focus and collect baseline information. Use the data collection tools to document current
performance on the completion of health assessments.
This section creates tables and graphs of your baseline performance and guides you through developing a QI
activity with your clinic team.
Write down your QI plan and put that plan into action in your clinic. Before followup performance data can
be entered, you must test for a minimum of 14 calendar days.
Use the same data collection forms to document how you are doing on documentation of health assessments
after your QI plan is implemented.
Write two brief paragraphs about what you learned and what your next steps are.
1-2 hrs
3-8 hrs
1-2 hrs
30-60 mins
2-3.5 hrs
10 mins
5 mins
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Estimated
Effort
Step
What to Expect
Understand the basic requirements of your participation and attest that you have read the requirements.
10 mins
Enter basic information about yourself to ensure the creation of an interactive version of the module that
meets your needs.
10 mins
Complete brief readings. Complete pre- and post-tests of health assessment knowledge.
20-30 mins
Select an area of focus and collect baseline information. Use the data collection tools to document current
performance on the completion of health assessments.
This section creates tables and graphs of your baseline performance and guides you through developing a QI
activity with your clinic team.
Write down your QI plan and put that plan into action in your clinic. Before followup performance data can
be entered, you must test for a minimum of 14 calendar days.
Use the same data collection forms to document how you are doing on documentation of health assessments
after your QI plan is implemented.
Write two brief paragraphs about what you learned and what your next steps are.
1-2 hrs
3-8 hrs
1-3 hrs
30-60 mins
2-5 hrs
10 mins
5 mins
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Estimated
Effort
Step
What to Expect
Understand the basic requirements of your participation and attest that you have read the requirements.
10 min
Enter basic information about yourself to ensure the creation of an interactive version of the module that
meets your needs.
10 min
Complete brief readings. Complete pre- and post-tests of health assessment knowledge.
20-30 mins
Select an area of focus and collect baseline information. Use the data collection tools to document current
performance on the completion of health assessments.
Review baseline performance data and This section creates tables and graphs of your baseline performance and guides you through developing a QI
design a QI activity
activity with your clinic team.
Document and implement your QI
Write down your QI plan and put that plan into action in your clinic. Before followup performance data can
activity
be entered, you must test for a minimum of 14 calendar days.
Use the same data collection forms to document how you are doing on documentation of health assessments
Collect followup performance data
after your QI plan is implemented.
Review baseline performance and plan a Write down your new QI plan and put that into action in your clinic. Before followup performance data can be
revised QI activity.
entered, you must test for a minimum of 14 calendar days.
Repeat the followup performance data
Use the same data collection forms to document how you are doing after your change efforts are
collection
implemented.
Write two brief paragraphs about what you learned and what your next steps are to continue improving.
1-2 hrs
3-8 hrs
1-3 hrs
3-7 hrs
1-3 hrs
30-60 mins
Formally attest that you had a substantive role in the improvement activity.
10 mins
Ensure that all sections are complete and that your name and other information are correct. Select Submit
and/or print a CE certificate.
5 mins
2-5 hrs
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Your Information
Board or Organization Membership Information
*ENTER your personal information, which will identify you with the Board or organization for which
you are seeking MOC Part IV credit or Continuing Education credit. This information is required by your
Board or organization to appropriately assign credit and to print a certificate upon completion of the
activity.
*First Name:
*Last Name:
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you have begun; it was automatically noted when you opened this module. There is no penalty for not
completing the activity, but you will not receive credit from your certifying Board if you do not complete
it within 12 months.
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True
True
False
False
*E. For which age groups are health assessments
appropriate? (Choose all that apply.)
Risky drinking
Adults
Past surgeries
Adolescents
Current medications
Children
Physical activity
Seniors
True
False
False
Score Quiz
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The next few pages highlight important considerations about health assessments to improve how they
are used in your clinical setting, based upon AHRQs Health Assessments in Primary Care: A How-to
Guide for Clinicians and Staff. We encourage you to read the How-to Guide for more detailed health
assessment information, planning guidance, tools, and examples of health assessments. For an introduc
tion to health assessments and key findings in the How-to Guide, watch the webinar on AHRQs YouTube
channel.
Sexual practices
Depression or anxiety
Pain
Risk of falls
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Health assessments typically do not include questions about lists of current medications, clinical labora
tory values, surgeries, or other medical procedures. Nor are health assessments diagnostic tools; instead,
they are brief screening tools to inform the conversation between a patient (or parent) and his or her
clinician.
You may already be collecting health assessment data as part of a quality improvement program, such
as NCQA PCMH Recognition, or as part of your preventive care planning for patients. For more help to
determine if your practice is already collecting health assessment information, use this brief checklist: Is
My Practice Already Conducting Health Assessments? If you are collecting health assessment informa
tion, you will be able to use it for this activity. If you are not collecting this information, or only collect
ing some health assessment information, you will be able to work through this module to think about
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Help patients understand their current health status and act to improve their health.
Increase patients awareness about behaviors and habits that affect their health or chronic
conditions.
Track patient health behaviors over time, which can also help with patient followup.
Measure and monitor patient data at the practice/population level for proactive, planned
care.
Identify issues requiring patient referral to additional resources, such as weight loss
programs, Meals on Wheels, or tobacco cessation programs.
Fulfill requirements for and generate revenue from incentive or quality programs;
for example NCQA PCMH Recognition or CMS meaningful use.
All of the above can potentially apply directly to adolescent patients. For some of these benefits,
the emphasis may be on the parent as the agent of change for the health of both the parent and
the child.
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Eliciting agreement among staff and clinicians about the importance of health assessments.
Ensuring availability of resources.
Ensuring that clinicians and staff are well trained to facilitate health assessment
implementation.
Considering workflow.
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The leaders of the American Board of Medical Specialties (ABMS) and Primary Care Boards, the American
Board of Family Medicine (ABFM), the American Board of Pediatrics (ABP), and the American Board of Internal
Medicine (ABIM), were extremely helpful in identifying the various ways by which their diplomates may meet
these requirements. AHRQ appreciates the Boards support of community learning about quality improvement
and the importance of pursuing meaningful synergism of these activities within a broader culture of research
meaningfully and document your own work, but working with other clinicians may enrich your learning and
improve their health. They also want to know that their health assessments are being used to inform their
conversation with their clinician. Here are a few reminders to help reinforce the message:
Tell patients how the information will help identify potential health concerns.
Connect health assessment information to a patients own health or specific health concern.
Let patients know who will see the health assessment information.
Once completed, acknowledge to patients that you have reviewed their health assessment information.
For more ideas on engaging patients in the health assessment process, see Health Assessments in Primary Care:
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Evaluate the financial incentives for health assessments (e.g., reimbursable preventive services).
Consider intangible incentives for conducting health assessment (e.g., earn a reputation for focusing on
Ask clinicians, staff, and patients how well the health assessment process is working.
For more ideas on sustaining the health assessment process, see Health Assessments in Primary Care: A How-to
Review
Key Health Assessment Implementation Quality Aims
Use them with a broad range of patients, not just patients with specific illnesses.
Use the information to directly inform your conversation with patients.
Use them to elicit essential information from patients about their healthy and unhealthy behaviors.
Get help from your entire care team to plan the best strategy to implement your health assessments.
Let patients know that you have reviewed the information.
Select Continue to take the post-test of your health assessment knowledge.
Continue
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each question. You must answer at least five of the questions correctly to pass the quiz. You may
True
True
False
False
*E. For which age groups are health assessments appropri
ate? (Choose all that apply.)
Risky drinking
Adults
Past surgeries
Adolescents
Current medications
Children
Physical activity
Seniors
True
False
False
Score Quiz
Retake Quiz
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H. Collect data on
review.
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A. Prepare
Quality improvement efforts most often succeed as a result of a team effort. Because clinicians, staff, and
managers often have some role in implementing health assessments, you will benefit from their involve
ment, especially when you consider improvements that affect the office workflow. You can choose to
work alone or with other clinicians in your practice for this activity. To make some of the work easier,
consider who can help:
Clinical staff (e.g., nurses and medical assistants)
Clerical staff (e.g., front desk or billing staff)
Administrative staff (e.g., clinic manager or office manager)
Other staff (e.g., care coordinators or health information technology support)
Many organizations use Plan-Do-Study-Act (PDSA) cycles to implement changes and then test them. An
organization using PDSA tests a change by planning it, trying it, observing the results, and acting on
what is learned. In the plan stage, you state an objective for the change and then make an actual plan
about what will be changed, by who, and when. In the do stage, you try out the change in your prac
tice, documenting any troubles you have or unexpected outcomes. In the study phase, you review your
data to see how it went. Finally, in the act phase, you refine your change based on your findings and
then get ready for the next cycle. For more help and tools for PDSAs, visit the Institute for Healthcare
Improvements How to Improve web page.
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*Select one age group that will be the focus of this practice improvement activity.
[1] Children (ages 0-12)
[2] Adolescent patients (ages 13-18)
[3] Adult patients (ages 19-64)
[4] Seniors (ages 65 and above)
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team to help everyone think about specific health assessment topics they want the practice to improve upon. You and
your team will want to narrow the focus of your QI activity to 3 to 10 items.
2. Alcohol use
What percentage of your patients have been asked about their alcohol use?
3. Anxiety
4. Cognitive impairment
What percentage of your patients have been screened for cognitive concerns?
5. Communication needs
What percentage of your patients/parents have been asked about their communication needs?
6. Depression
What percentage of your patients have been screened for depression? What percentage of your mothers of newborns have been screened for depression?
7. Developmental screening
What percentage of your patients have been asked screened for developmental concerns?
What percentage of your patients have been asked about their eating habits?
9. Fall risks
What percentage of your patients have been asked about their risk of falling?
What percentage of your patients have been asked about their activities of daily living (ADL)?
What percentage of your patients have been asked about their general health?
What percentage of your patients have been asked about at least one health goal?
What percentage of your patients/parents have been asked about their level of health literacy?
What percentage of your patients have been asked about their stress?
What percentage of your patients have been asked about their seatbelt use?
What percentage of your patients have been asked about their oral health?
17. Pain
What percentage of your patients have been asked about their level of pain?
What percentage of your patients have been asked about physical activity? What percentage of parents of children (over 15 months) have been asked about physical activity?
What percentage of your patients have been asked about their time spent watching TV and playing video or computer games.
What percentage of your patients have been asked about their social support?
What percentage of your patients have been asked about their use of illegal drugs?
What percentage of your patients (or parents) have been asked about their smoking?
23. Additional:
Print List
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*Which of these do we want to try now to improve in a small-scale, rapid learning cycle now?
(For example, you might be ready to narrow the list down to 5 to 7 of the most important items.)
Print List
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E. *Select Your Performance Indicators For At Least 3 Health Assessment Topics You Want To Improve
Use the answers from Section 4.C. and pick at least 3 (but no more than 10) health assessment topics on which you want to
focus your practice improvement activity. You can always discuss again with your team and select them later. The items you
Performance Indicator
Alcohol use
Has an assessment of the patients alcohol use been documented within the past 12 months?
Anxiety
Has the patients anxiety screening been documented within the past 12 months?
Cognitive impairment
Has an assessment of the patients cognitive impairments been documented within the past 12 months?
Communication needs
Have the patients/parents communication needs been documented within the past 12 months?
Depression
Has the patients depression screening been documented within the past 12 months? Newborns: Has the patients mother been screened for depression?
Developmental screening
Has the patients developmental assessment been documented within the past 12 months?
Have the patients eating habits been documented within the past 12 months?
Fall risks
Has an assessment of the patients risk for falls been documented within the past 12 months?
Functional status
Has the patients functional status been documented within the past 12 months?
Has the patients general health status been documented within the past 12 months?
Health goals
Has at least one patient health goal been documented within the past 12 months?
Health literacy
Has an assessment of the patients/parents health literacy been documented within the past 12 months?
Level of stress
Has the patients level of stress been documented within the past 12 months?
Has the patients use of seatbelts when driving been documented within the past 12 months?
Oral health
Has an assessment of the patients oral health been documented within the past 12 months?
Pain
Has the patients level of pain been documented within the past 12 months?
Physical activity
Has the patients level of physical activity been documented within the past 12 months? Children: Ages 15 months and older.
Screen time
Has an assessment of the patients time spent watching TV and playing video or computer games been documented within the past 12 months?
Social support
Has an assessment of the patients social support been documented within the past 12 months?
Substance use
Has the patients use of illegal drugs been documented within the past 12 months?
Tobacco use
Has the patients smoking status been documented within the past 12 months?
Additional:
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of your patients
Use an existing patient registry to identify eligible patients and select a sample of
patients.
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Numerator
Denominator
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sample of patients and record their information about health assessment documentation on the data
collection form. When you are done recording the information, return to this file to enter the data.
Important: After you have printed the form and conducted the chart review of
return to this file to enter the data.
patients,
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Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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actIvItY
7 fDolloWuP
ata
8 reflectIon
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Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Data for patients 11 to 15 (optional for ABFM, required for ABIM, ABP, NCCPA, and other ABMS boards)
Patient
ID #*
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Data for patients 16 to 20 (optional for ABFM, required for ABIM, ABP, NCCPA, and other ABMS boards)
Patient
ID #*
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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8 reflectIon
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Data for patients 21 to 25 (optional for ABFM, required for ABIM, ABP, NCCPA, and other ABMS boards)
Patient
ID #*
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Male
Female
All patients
NaN% (0/0)
NaN% (0/0)
NaN% (0/0)
NaN% (0/0)
NaN% (0/0)
Show Chart
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population. For patients seen in your practice, among the target population, you should ultimately aim
for a goal of 90% of those patients having a complete health assessment documented within the past
12 months.
For this improvement activity, look for the following types of performance gaps in your data:
Low (i.e., 50% or below) documentation of a health assessment topic.
Health assessment topics you know you are covering regularly with your patients, but may be
A 10% or greater difference in documentation rate between specific health assessment topics (e.g.,
a 10% or greater differential in documentation rates of smoking status versus physical activity).
Percentages of documentation that fall below your own desired goal (e.g., 80% of all patients in
the target population should have documentation of tobacco use, a depression screen, and physical
activity).
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the documentation of the health assessment topics you selected. As you consider what
This resource on Selecting Changes from the Institute for Healthcare Improvements Web
pages on How to Improve can help you think about what types of improvements you
can make.
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to improve.
List at least 2 health assessment documentation goals. (You may choose to select more, but
* Goal 1:
* Goal 2:
Goal 3:
Goal 4:
Goal 5:
Goal Example 1:
Improvement from Baseline
Goal Example 2:
Print Goals
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*Describe how you plan to reach the performance goals you have set.
What changes will the team make to help reach your goals?
Example: Front desk will review patient questionnaires for completeness and highlight any missing
information; medical assistants (MAs) will follow up with patients on missing information after rooming
patient, then hand off to clinician as a reminder; clinician will focus on documenting in correct field in
EHR after reviewing with patient or parent).
Who on your care team will participate in implementing the change(s)?
Example: Front desk, MAs, and clinicians.
Example: We will provide a laminated workflow sheet as a reminder to front desk, MAs, and clinicians.
When will the changes be tested (provide a specific start date)?
Example: We will start testing this on Monday, January 6, 2015, and end on February 5, 2015.
How do you anticipate the change(s) will improve your health assessment gap described above?
Example: Double-checking for missing information first and then reminding clinicians to document appro
priately will help ensure data are retrievable and thus show screenings are being done appropriately.
*What changes will the team make to help reach your goals?
Print QI Plan
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At least 14 days must have passed since collecting baseline performance data. Remember, 14 days is the
minimum; a good rapid improvement cycle may take longer (from 1 to 3 months).
You will repeat the data collection process with the same data collection tools.
Through chart review, you are required to collect followup performance data on at least
patients
seen during this activitys performance window. These do not need to be the same patients from the
baseline data collection. You may collect the data on paper or electronically but you must enter the data
in the fields below to count toward completion of this section of the MOC/CE activity.
For your chosen target population, you must complete a chart review meeting the following guidelines:
Charts for at least
of your patients
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Do not proceed unless at least 14 days have passed since you collected your baseline performance data.
Important: After you have printed the followup data collection document, conduct the chart review
of
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Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Data for patients 11 to 15 (optional for ABFM, required for ABIM, ABP, NCCPA, and other ABMS boards)
Patient
ID #*
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Data for patients 16 to 20 (optional for ABFM, required for ABIM, ABP, NCCPA, and other ABMS boards)
Patient
ID #*
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Welcome
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1 I&nstructIons
2 IYnformatIon
reQuIrements
User Guide
HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
6 IQImPlement
actIvItY
7 FDollowup
ata
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Data for patients 21 to 25 (optional for ABFM, required for ABIM, ABP, NCCPA, and other ABMS boards)
Patient
ID #*
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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ssessments
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QI
5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Assessments (Round 2)
You will repeat the data collection process with the same data collection tools.
Through chart review, you are required to collect 2 rounds of followup performance data during this
activitys performance window. They do not need to be the same patients from the baseline data collec
tion. You may collect the data on paper or electronically but you must enter the data in the following
For your chosen target population, you must complete a chart review meeting the following guidelines:
Charts for at least
of your patients
Patients must have been seen since the quality improvement activity was implemented
in your practice
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ssessments
Data
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5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
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PrInt
Important: After you have printed the followup data collection document, conduct the chart review
of
patients and return to this file to enter the data.
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HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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reQuIrements
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HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Health Assessments
Welcome
our
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reQuIrements
User Guide
HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
8 reflectIon
9 attestatIon
10 r&evIeW
PrInt
Date of
Last
Visit
Age at
Last
Visit
Gender
Hispanic
/Latino
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Male
Yes
Female
No
Unk.
Race
Documented
Documented
Documented
Documented
Documented
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
White
Black/African American
Asian
Native Hawaiian/Pacific Isl.
Amer. Indian/Alaska Native
Other
Yes
Yes
Yes
Yes
Yes
No
No
No
No
No
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Health Assessments
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reQuIrements
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HealtH 4 baselIne
3 aabout
ssessments
Data
QI
5 aPlan
ctIvItY
6 IQImPlement
actIvItY
7 fDolloWuP
ata
8 Reflection
9 attestatIon
10 r&evIeW
PrInt
Male
Female
All patients
Reflection Section
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ssessments
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5 aPlan
ctIvItY
6 IQImPlement
actIvItY
7 fDolloWuP
ata
8 Reflection
9 attestatIon
10 r&evIeW
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*Were you able to achieve your improvement goals for your planned activity?
*What are your next steps for improving or maintaining health assessments in your practice?
For more ideas on maintaining health assessments in your practice, read more in Section 6 of Health
Assessments in Primary Care: A How-to Guide.
Save & Continue
Reflection Section
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ssessments
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ctIvItY
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actIvItY
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ata
8 reflectIon
9 AttestAtion
10 r&evIeW
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MOC / CE Activity
This is the last step before a final review of your MOC IV/CE activity and submission to your Board or organization for credit.
Participating Clinician:
Board ID#:
Quality Improvement Project Title: Health Assessments Practice Improvement Activity
Please ensure that you have entered all baseline and followup performance data.
I satisfied the
The
Certificate will not print until you have inputted the full set of data.
meaningful participation requirements for this MOC/CE activity starting on
Please type your full name on the Signature line above. Save the file.
I,
Important: Your participation is subject to audit in accordance with your Boards MOC Part IV or PI-CME policies. You
must maintain a permanent copy of this file for your records. Only send the attestation information on this page and/or the
Certificate of Completion to the Board. Do not send the full copy of this file.
Physician Assistants should claim only the credit commensurate with the extent of their participation in the activity.
Attestation Section
Print Attestation
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actIvItY
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ata
8 reflectIon
9 attestatIon
10 R&eview
PRint
10. Review, Save, and Submit Your Completion File For Credit
After you complete each review step below, please check the box next to the step.
*Review this document for completeness:
I have completed all of the baseline data entry with the correct number of records.
I have completed all of the followup data entry with the correct number of records.
Congratulations! You are now ready to submit your completion file for credit from your selected Board.
Note: The only information that you will send to the Board or organization when you apply for credit is the
data collected in Section 9. All other information, including your performance data, QI activity, and reflection,
remains in this PDF file and is not transmitted to any other entity.
After you print the certificate and submit for credit, you can still return to this file at any time to review your
data, review your QI plan, or use any of the tools or resources offered in the file.
Print Certificate
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ctIvItY
6 IQImPlement
actIvItY
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ata
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9 attestatIon
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Acknowledgements
Faculty for this Course/Activity
The Agency for Healthcare Research and Quality (AHRQ) contracted with Westat and its subcontractor
the University of Colorado School of Medicineto produce this educational module, and would like to
acknowledge key project team members:
Rebecca Roper, MS, MPH, Project Officer and Lead, Practice-Based Research Network Initiative,
Agency for Healthcare Research and Quality
Sari Siegel, PhD, CPHQ, Project Director and Westat Senior Study Director
Russ Mardon, PhD, Senior Advisor and Westat Associate Director
Douglas Fernald, MA, Senior Instructor, Department of Family Medicine,
University of Colorado School of Medicine
Joshua Noda, MPP, Project Manager and Westat Senior Study Director
Dan Unger, MS, Task Lead, Interactive Module Creation and Westat Senior Systems Analyst
Karen Moyes, Lead Programmer and Westat Section 508 Coordinator
Margot Krauss, MD, MPH, FACPM, Senior Advisor and Westat Senior Epidemiologist
Tristen Hall, MPH, Professional Research Assistant, Department of Family Medicine,
University of Colorado School of MedicineFaculty Financial Disclosures
Other University of Colorado School of Medicine team members include:
Kyle Knierim, MD, Assistant Professor, Department of Family Medicine
Sean OLeary, MD, MPH, Associate Professor, Department of Pediatrics
Carmen Lewis, MD, MPH, Associate Professor, Division of General Internal Medicine
Donald Nease, Jr., MD, Associate Professor, Department of Family Medicine
Acknowledgements Section
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HealtH 4 baselIne
3 aabout
ssessments
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QI
5 aPlan
ctIvItY
6 IQImPlement
actIvItY
7 fDolloWuP
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8 reflectIon
9 attestatIon
10 r&evIeW
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Bonnie T. Jortberg, PhD, RD, CDE, Assistant Professor, Department of Family Medicine
Elizabeth Staton, MSTC, Instructor, Department of Family Medicine
AHRQ would also like to acknowledge:
Eric Peterson, American Academy of Physician Assistants (NCCPA)
Kevin Rode, Roger Bean, Kevin Graves, Nichole Lainhart, and Michael D. Hagen, MD,
Acknowledgements Section
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Certificate of Completion
ThisCertificateaccreditsthat
Please ensure that you have entered all baseline and followup performance data. The
Certificate will not print until you have inputted the full set of data.
Satisfiedthemeaningfulparticipationrequirementsforthe
MOC/CEactivity,starting
andending
HealthAssessments
PrimaryCarePracticeImprovmentActivitity
ThisactivityhasbeenreviewedbytheAmericanAcademyofPhysicianAssistantsandisapproved
foramaximumof20hoursofPerformanceImprovementContinuingMedicalEducation(PICME).
PhysiciansmustapplyforMOCPartIVcreditviatheselfdirectedorsmallgroup
qualityimprovementprojecttotheircertifyingmedicalboard.
Back to Module
Print Certificate
Health Assessments
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User Guide
Supplemental Forms
Is My Practice Already Conducting Health Assessments?
Do we ask about multiple (6 or more) health behaviors and health risks,
plus general health status and health goals
Do we use a standardized set of questions with our patients?
Are the questions applicable to most patients in our practice, regardless
of their specific diagnoses?
Do we ask these questions of our patients or parents routinely
(e.g., every visit or every year)?
Do we review the information with patients or parents after they
complete the assessment?
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
If you answered Yes to all of these questions, you are likely collecting health assessment data. If you answered
No to any of the questions, consider other ways you might already be collecting routine health assessment
information, even if you do not call it by that name. If you are already using a brief health assessment in your
practice, you may find you can augment it with a specific health assessment tool or specific questions to conduct
a full health assessment with your patients.
Back to Module
Supplemental Forms
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Several quality improvement or recognition programs require documenting or reporting specific information about your
patients. Some of the items required may contain elements of health assessments, though they are often incomplete.
Here are some common programs in primary care and their related health assessment items
Health
Assessment Items
Alcohol Use
Depression
Fall Risk
Physical Activity
Tobacco Use
CMS Medicare
Annual
Wellness Visit
X
X
X
X
X
CMS
Meaningful Use Stage 1
NCQA HEDIS
Measures 2015
The Joint
Commission Core
Measure Sets
USPSTF
A or B Grade
Recs
X
Xb
X
Xb
Xb
Xb
Xb
NCQA
PCMHa 2014
PQRS
Measures 2015
X
X
Xc
Xc
X
X
X
a.
NCQA PCMH Element 3C Comprehensive Health Assessment includes Behaviors affecting health, such as nutrition, oral health, risky sexual
behavior.
b.
Includes assessment and follow-up action (e.g., referral, counseling, other intervention).
c.
Supplemental Forms
2 of 3
Health Assessments
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Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Back to Module
Supplemental Forms
3 of 3
Print at least
copies of this form (1 for each patient record you will review) Use. Ctrl+P and print pages 63-68.
Charts for at least
of your patients
Patients must be between the ages of
Patients must have been seen in the past 3 months in your practice
11. Have the patients/parents communication needs been documented within the past 12 months?
Yes
No
12. Has the patients depression screening been documented within the past 12 months?
*NEWBORNS: Has the patients mother been screened for depression?
Yes
No
13. Has the patients developmental assessment been documented within the past 12 months?
Yes
No
14. Have the patients eating habits been documented within the past 12 months?
Yes
No
15. Has an assessment of the patients risk for falls been documented within the past 12 months?
Yes
No
16. Has the patients functional status been documented within the past 12 months?
Yes
No
17. Has the patients general health status been documented within the past 12 months?
Yes
No
18. Has at least one patient health goal been documented within the past 12 months?
Yes
No
19. Has an assessment of the patients/parents health literacy been documented within the past 12 months?
Yes
No
20. Has the patients level of stress been documented within the past 12 months?
Yes
No
21. Has the patients use of seat belts when driving been documented within the past 12 months?
Yes
No
22. Has an assessment of the patients oral health been documented within the past 12 months?
Yes
No
23. Has the patients level of pain been documented within the past 12 months?
Yes
No
24. Has the patients level of physical activity been documented within the past 12 months?
**CHILDREN: Ages 15 months and older.
Yes
No
25. Has an assessment of the patients time spent watching TV and playing video or computer games been
documented within the past 12 months?
Yes
No
26. Has an assessment of the patients social support been documented within the past 12 months?
Yes
No
27. Has the patients use of illegal drugs been documented within the past 12 months?
Yes
No
28. Has the patients smoking status/tobacco use been documented within the past 12 months?
Yes
No
Print at least
copies of this form (1 for each patient record you will review)
You must wait at least 14 days from baseline data collection before entering followup data
of your patients
Charts for at least
Patients must be between the ages of
Patients must have been seen since the quality improvement activity was implemented in your practice
10. Has an assessment of the patients cognitive impairments been documented within the past 12 months?
Yes
No
11. Have the patients/parents communication needs been documented within the past 12 months?
Yes
No
12. Has the patients depression screening been documented within the past 12 months?
*NEWBORNS: Has the patients mother been screened for depression?
Yes
No
13. Has the patients developmental assessment been documented within the past 12 months?
Yes
No
14. Have the patients eating habits been documented within the past 12 months?
Yes
No
15. Has an assessment of the patients risk for falls been documented within the past 12 months?
Yes
No
16. Has the patients functional status been documented within the past 12 months?
Yes
No
17. Has the patients general health status been documented within the past 12 months?
Yes
No
18. Has at least one patient health goal been documented within the past 12 months?
Yes
No
19. Has an assessment of the patients/parents health literacy been documented within the past 12 months?
Yes
No
20. Has the patients level of stress been documented within the past 12 months?
Yes
No
21. Has the patients use of seat belts when driving been documented within the past 12 months?
Yes
No
22. Has an assessment of the patients oral health been documented within the past 12 months?
Yes
No
23. Has the patients level of pain been documented within the past 12 months?
Yes
No
24. Has the patients level of physical activity been documented within the past 12 months?
**CHILDREN: Ages 15 months and older.
Yes
No
25. Has an assessment of the patients time spent watching TV and playing video or computer games been
documented within the past 12 months?
Yes
No
26. Has an assessment of the patients social support been documented within the past 12 months?
Yes
No
27. Has the patients use of illegal drugs been documented within the past 12 months?
Yes
No
28. Has the patients smoking status/tobacco use been documented within the past 12 months?
Yes
No