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Client Assessment, Written Assignments, and Changes to Services

Requires each client's needs to be assessed before services start and whenever they change, by the RN supervisor for personal care (licensed agency) or by the Administrator or a designee for homemaker and companion services; requires a written assignment for every home health aide or CNA (Rule 59A-8.0095(5)(l)1., F.A.C.) and a task plan for every homemaker and companion; involves the client in planning (s. 400.487(4), F.S.); and sets when the assignment and plan are reviewed and changed.

Preview: full text with a package
About this policy
Policy number
FL-HC-SP-01
Version
1.0
Main rule
Rule 59A-8.0095(3)(b), F.A.C.
Library
Florida home care · 50 policies
Category
Service delivery
Sections
19

In short

  • Before your first visit, read your written assignment (aides and CNAs) or task plan (homemakers and companions), ask about anything unclear, and sign it.
  • Do only the tasks on it. Aides and CNAs do client-specific tasks only after the RN has taught them for that client.
  • Homemakers and companions never bathe, toilet, dress, feed or transfer a client, and never clip nails.
  • Watch for changes in the client and call the office before the end of the visit. Aides and CNAs report to the RN.

What's inside

19 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (Rule 59A-8.0095(3)(b), F.A.C.)
  • 5. Who Assesses and When
  • 6. What the Assessment Covers
  • 7. Written Assignment for Home Health Aides and CNAs
  • 8. Task Plan for Homemakers and Companions
  • 9. Client Participation
  • 10. Reviewing and Changing the Assignment or Task Plan
  • 11. Reporting Changes by Direct Care Staff
  • 12. Responsibilities
  • 13. Records and Compliance Monitoring
  • 14. Staff Training
  • 15. References
  • 16. Related Policies and Forms
  • 17. Approval
  • 18. Revision History

An inspector may ask

  • Who assessed this client and when? Show me the written assignment for the aide.
  • How does the aide know exactly which tasks to do and which not to do?

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