The Department of Elder Affairs (DOEA) and aging network partners use a suite of screening and assessment forms to determine the needs of prospective and existing clients.
Various professional types use these forms to collect data for the purposes of:
- Determining nursing home level of care;
- Identifying the needs and resources of individuals seeking publicly-funded supports and services;
- Reporting demographic information to federal partners; and
- Reassessing clients to maintain their eligibility for services.
Thank you for your input!
The Department collected feedback on the current 701 suite of forms through a survey that closed October 19, 2018. Thank you to all respondents for your valued feedback.
Descriptions and Links
701B Comprehensive Assessment
This form is a comprehensive assessment to be administered face-to-face to identify resources and deficits in case-managed clients.
701A Condensed Assessment
This form is a shortened assessment instrument that is administered face-to-face for non-case managed clients in general revenue local services programs and federal OAA programs.
701S Screening
This form is administered over the telephone for the initial screening of applicants for long-term care programs. It is also used as an enrollment management tool to re-screen individuals on the assessed priority consumer list (APCL) and not active in any program.
701C Congregate Meals Assessment
This form is used to assess individuals for congregate meals and nutrition counseling services in the OAA Title C1 program.
701T Non-Community Placement Assessment
This form is a shortened assessment instrument designed for use by CARES staff in determining level of care for individuals with no intent or capacity to remain in, or return to, the community.
