Data Collection for Developing Outpatient Therapy Payment Alternatives (DOTPA): Data Collection in Community-Based Settings (CMS-10298)

Data Collection for Developing Outpatient Therapy Payment Alternatives (DOTPA)

Appendix A CARE-C_Discharge_4-14-2010

Data Collection for Developing Outpatient Therapy Payment Alternatives (DOTPA): Data Collection in Community-Based Settings (CMS-10298)

OMB: 0938-1096

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DISCHARGE QUESTIONNAIRE

I. Administrative Information
Office Staff: Please complete this information before providing this questionnaire
to the patient or to whomever is helping them.
A.1

Current Date

A.2

Names and National Provider Identification Codes (NPI) for therapists billing separately
Please enter the names and NPIs of therapists treating this patient in this clinic who bill Medicare separately. Each
therapist who bills Medicare separately must complete their own separate “Provider Information” sections.

|___|___| / |___|___| / |___|___|___|___|
MM
DD
YYYY

FOR OFFICE USE ONLY

Therapist Name

Therapist NPI

A.2.a

___________________________________

A.3.a

|___|___|___|___|___|___|___|___|___|___|

A.2.b

___________________________________

A.3.b

|___|___|___|___|___|___|___|___|___|___|

A.2.c

___________________________________

A.3.c

|___|___|___|___|___|___|___|___|___|___|

A.2.d

___________________________________

A.3.d

|___|___|___|___|___|___|___|___|___|___|

A.4

Patient’s Medicare Health Insurance Claim Number

A.5

Does the patient need someone to assist them to complete the form, or answer for them?
There are several items in this questionnaire intended to be reported by patients. However, some patients may
need assistance to fill out the form, and others may need someone to fill the form out for them.

A.5a

Based on your knowledge of the patient or conversations you have had with him or her, please indicate
whether the patient may need assistance completing the form or needs to have someone else complete
the form for them. Please check all that apply.

… 1. The patient cannot read English or Spanish.
… 2. The patient has low vision or blindness.
… 3. The patient cannot write their own responses on the
form (e.g., upper limb impairment).
… 4. The patent has difficulty understanding instructions.
… 5. The patient cannot concentrate for 15 minutes.
… 6. The patient cannot give correct/accurate answers to
questions about their health.
… 7. Another reason:
_________________________________

|___|___|___|___|___|___|___|___|___|___|___|___|

… 8. The patient does not need any assistance and
can complete the questionnaire his/her self.

If a patient meets any of the above conditions, please choose an assistant or proxy to help the patient answer the
questionnaire from the following list:
1. Family member or friend who came to the appointment with the patient
2. Treating therapist
3. Other office staff (ONLY if the patient appears to need an assistant to write down answers on the form, NOT if
they appear to need a proxy to answer for them)
Please go in order down the list to choose an assistant or proxy. For example, if someone who came with the
patient cannot help, please have the treating therapist help the patient with the questionnaire.
A.5b Who completed this form?
… Patient
Proxy/Assistant: … Family Member … Companion Not Family … Therapist … Other Office/Practice Staff

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid
OMB control number for this information collection is 0938-XXXX. The time required to complete this information collection is estimated to average 20 minutes per response,
including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have comments
concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to: CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Mail
Stop C4-26-05, Baltimore, Maryland 21244-1850.

2D Provider Barcode

Page 1 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

II. Patient Information
Patients: Please complete this form before meeting with your therapist.
B.1a

First Name

B.2

Gender

B.1b

Middle Initial

… Male … Female

B.3

B.1c

Last Name

Birth Date |___|___| / |___|___| / |___|___|___|___|
MM

D

D.1

D.1a

DD

YYYY

Global Ratings of Change
Think of the condition for which you are receiving therapy. Has there been any change in this
condition since you began therapy? Please indicate the change in your condition by checking the box
next to the appropriate category.
Please check the box that best describes the health condition for which you are seeing a
therapist today.
… Worse
… About the same
… Better
If you indicated that your condition is WORSE
than when you began therapy, please see the
list below. Check the box next to the statement
that best describes how much worse your
condition is.

D.1b

If you indicated that your condition is BETTER
than when you received therapy, please see
the list below. Check the box next to the
statement that best describes how much
better your condition is.

…

Almost the same, hardly any WORSE at all

…

Almost the same, hardly any BETTER at all

…

A little WORSE

…

A little BETTER

…

Somewhat WORSE

…

Somewhat BETTER

…

Moderately WORSE

…

Moderately BETTER

…

A good deal WORSE

…

A good deal BETTER

…

A great deal WORSE

…

A great deal BETTER

…

A very great deal WORSE

…

A very great deal BETTER

2D Provider Barcode

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DISCHARGE QUESTIONNAIRE

II. Patient Information (cont.)
E.

Pain or Hurting

E.1

Pain Presence or Hurting
Have you had pain or hurting at any time during the last 7
days? If “no,” please skip to the next page.

Yes

No

Don’t know

…

…

…

Pain or Hurting Severity (Check one box.)
Please rate your worst pain during the last 7 days from 0 to 10, with 0 being no pain and 10 being the
worst pain you can imagine.
…
…
…
…
…
…
…
…
…
…
…
0
1
2
3
4
5
6
7
8
9
10
No
Moderate
Worst
Pain
Pain
Pain
E.3 Please describe your pain or hurting. (Check all that apply.)
Check all that
apply.

E.2

E.4

… a. Constant

… e. Burning

… i. Ache/Throb

… m. Tightness

… b. Intermittent

… f. Pinching

… j. Stabbing

… n. Stiffness

… c. Sharp

… g. Numbness

… k. Pulling

… h. Tingling

… l. Cramping

… o. Other: Please write in
____________

… d. Dull
Pain/Hurting Location

R

L

L

R

Please mark with an X the area(s) of
your body where you have pain or hurting.

E.5

Pain/Hurting Effect on Sleep
(Check one box.)
During the past 2 days, has pain made it hard
for you to sleep?
… No
… Yes … Don’t know

2D Provider Barcode

E.6

Pain/Hurting Effect on Activities
(Check one box.)
During the past 2 days, have you limited your
activities because of pain?
… No
… Yes
… Don’t know

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DISCHARGE QUESTIONNAIRE

II. Patient Information (cont.)
Basic Mobility
Do you have difficulty with getting around (mobility), either walking or in a wheelchair?
… Yes
Î If “yes,” please answer the rest of the questions on this page.
… No
Î If “no,” please skip to the next page.
How much DIFFICULTY do you currently have…
(If you have not done an activity recently, how much difficulty do you
A
think you would have if you tried?)
Unable A Lot Little
a. Moving from sitting at the side of the bed to lying down on your back?
…
…
…
b. Moving up in bed (e.g., reposition self)?
…
…
…
c. Standing for at least one minute?
…
…
…
d. Sitting down in an armless straight chair (e.g., dining room chair)?
…
…
…
e. Standing up from an armless straight chair (e.g., dining room chair)?
…
…
…
f. Getting into and out of a car/taxi (sedan)?
…
…
…
g. Cleaning up spills on the floor (e.g., with a rag or mop)?
…
…
…
F.1

h. Walking around one floor of your home, taking into consideration
thresholds, doors, furniture, and a variety of floor coverings?
i. Going up and down a flight of stairs inside, using a handrail?
j. Bending over from a standing position to pick up a piece of clothing from
the floor without holding onto anything?
k. Walking several blocks?
l. Walking up and down steep unpaved inclines (e.g., steep gravel
driveway)?
m. Taking a 1-mile brisk walk, without stopping to rest?
n. Carrying something in both arms while climbing a flight of stairs (e.g.,
laundry basket)?

How much HELP from another person do you currently need…
(If you have not done an activity recently, how much help do you
think you would need if you tried?)
o. Moving to and from a bed to a chair (including a wheelchair)?
p. Moving to and from a toilet?
q. Stepping into and out of a shower?

None
…
…
…
…
…
…
…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

A Lot
…
…
…

A
Little
…
…
…

None
…
…
…

A Lot
…
…
…
…

A
Little
…
…
…
…

None
…
…
…
…

…

…

…

…

…

…

…

…

Unable
…
…
…

Do you also use a wheelchair to get around?
… Yes
Î If “yes,” please answer the rest of the questions on this page.
… No
Î If “no,” please skip to the next page.
Without help from another person, when you are using your
wheelchair, how much DIFFICULTY do you currently have… (If
you have not done an activity recently, how much help do you think
you would need if you tried?)
Unable
a. Moving around within one room, including making turns in a wheelchair?
…
b. Reaching for a high object, using a wheelchair?
…
c. Opening a door away from a wheelchair?
…
d. Opening a door toward a wheelchair?
…
F.2

e. Transferring between a wheelchair and other seating surfaces, such as a
chair or bed?
f. Propelling/driving a wheelchair several blocks?

2D Provider Barcode

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DISCHARGE QUESTIONNAIRE

II. Patient Information (cont.)
Everyday Activities
Do you have difficulty with engaging in everday activities?
… Yes
Î If “yes,” please answer the rest of the questions on this page.
… No
Î If “no,” please skip to the next page.
F.3

How much HELP do you currently need…
(If you have not done an activity recently, how much help do you
think you would need if you tried?)
a. Taking care of your personal grooming such as brushing teeth, combing
hair, etc.?
b. Bathing yourself (including washing, rinsing, drying the body)?

How much DIFFICULTY do you currently have…
(If you have not done an activity recently, how much difficulty do you
think you would have if you tried?)
c. Inserting a key in a lock and turning it to unlock the door?
d.
e.
f.
g.
h.

Picking up thin, flat objects from a table (e.g., coins, post card, envelope)?
Putting on and taking off a shirt or blouse?
Putting on and taking off socks?
Opening small containers like aspirin or vitamins (regular screw tops)?
Picking up a gallon carton of milk with one hand and setting it on the
table?
i. Removing stiff plastic packaging using hands and scissors?
j. Tying shoes?
k. Replacing or tightening small parts using only your hands (e.g., screws)?
l. Unscrewing the lid off a previously unopened jar without using devices?
m. Washing indoor windows?
n. Pounding a nail in straight with a hammer to hang a picture?
o. Lifting 25 pounds from the ground to a table?
p. Cutting your toenails?

2D Provider Barcode

Unable

A Lot

A
Little

…

…

…

…

…

…

…

…

Unable
…
…
…
…
…

A Lot
…
…
…
…
…

A
Little
…
…
…
…
…

None
…
…
…
…
…

…

…

…

…

…
…
…
…
…
…
…
…

…
…
…
…
…
…
…
…

…
…
…
…
…
…
…
…

…
…
…
…
…
…
…
…

None

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DISCHARGE QUESTIONNAIRE

II. Patient Information (cont.)
Life Skills
Do you have difficulty with communicating, remembering, organizing, or planning in your daily life?
… Yes
Î If “yes,” please answer the rest of the questions on this page.
… No
Î If “no,” please go to the next page.
How much DIFFICULTY do you currently have…
(If you have not done an activity recently, how much difficulty do you
A
think you would have if you tried?)
Unable A Lot Little None
F.4

a. Understanding instructions involving several steps (e.g., how to prepare a
meal or following directions)?
b. Following/understanding a 10- to 15-minute speech or presentation (e.g.,
lesson at a place of worship, guest lecture).
c. Answering yes/no questions about basic needs (e.g., “Do you need to use
the restroom?” “Are you in pain?”)
d. Making yourself understood to other people during ordinary
conversations?
e. Telling someone important information about yourself in case of
emergency?
f. Explaining how to do something involving several steps to another
person?
g. Reading and following complex instructions (e.g., directions to operate a
new appliance or for a new medication)?
h. Telling others your basic needs (e.g., need to use the restroom, have a
drink of water or request help)?
i. Planning for and keeping appointments that are not part of your weekly
routine (e.g., a therapy or doctor appointment, or a social gathering with
friends and family)?
j. Reading simple material (e.g., a menu or the TV or radio guide)?
k. Filling out a long form (e.g., insurance form or an application for
services)?
l. Writing down a short message or note?
m. Getting to know new people?
n. Remembering where things were placed or put away (e.g., keys)?
o. Remembering personal information (e.g., medical history, important
events)?
p. Keeping track of time (e.g., using a clock)?
q. Putting together a shopping list of 10 to 15 items?
r. Remembering a list of 4 or 5 errands without writing it down?
s. Taking care of complicated tasks like managing a checking account or
getting appliances fixed?

2D Provider Barcode

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…

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…

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…

…

…

…

…

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…

…

…

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…

…

…

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…

…

…
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…
…
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…
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…
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…
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…
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…

…

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DISCHARGE QUESTIONNAIRE

II. Patient Information (cont.)
G.

Participation

G.1 Taking into account any help or

services that are unavailable to
you, how much are you currently
limited in…
a. Keeping your home clean and fixed
up?
b. Providing personal care to yourself?
c. Getting groceries or other things for
your home?

Not At All

A Little

Somewhat

Very Much

Extremely
Limited

…

…

…

…

…

…

…

…

…

…

…

…

…

…

…
Don’t Do
This/Not
Applicable

G.2 How much are you currently

limited in…
a. Doing recreational or leisure
activities?
b. Going to movies, plays, concerts,
sporting events, museums, or similar
activities?
G.3

Not At All

A Little

Somewhat

Very Much

Extremely
Limited

…

…

…

…

…

…

…

…

…

…

…

…

Think about how you currently socialize with others, like going out or visiting with family and friends.
Which of the following best describes you? (Check one box.)

… I do not have any difficulty doing things socially.
… I maintain my usual pattern of social activities, despite some difficulties.
… I am somewhat restricted in the amount or type of social activities I do.
… I am very restricted in the amount or type of social activities I do.
… I do not see family or friends, and I only see those who provide care to me.
H.
Additional Questions
H.3

Feeling Sad?

During the past 2 weeks, how often would you say, “I feel sad?”

… Never

… Rarely

… Sometimes

… Often

… Always

… Don’t know

Confidence
Thinking about all the activities you like to do, how much confidence do you feel today about your overall ability in
doing them?

H.4

… None

… Some

… A lot

… Complete

… Don’t know

THANK YOU FOR COMPLETING THIS QUESTIONNAIRE!

2D Provider Barcode

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DISCHARGE QUESTIONNAIRE

III. Provider Information
Providers, please complete by the end of your therapy session.
A. Primary Reason for Therapy
Please indicate the primary body function(s), body structure(s), and activity & participation reason(s) for which you are treating
this patient using the categories below. Check all primary reasons for therapy that apply.
A.1 Body Functions (Check at least one)
… a. Global Mental Functions (consciousness, orientation,
intellectual function, energy & drive, sleep,
temperament, personality)
… b. Specific Mental Functions (attention, memory,
psychomotor, emotional, perceptual, higher level
cognition, sequencing of complex tasks, calculation,
mental functions of language)
… c. Seeing & Related Functions
… d. Hearing
… e. Vestibular Functions
… f. Proprioceptive & Touch Functons
… g. Other Sensory Functions (taste, smell)
… h. Pain
… i. Voice & Speech Functions (articulation, speech,
fluency & rhythm, alternative vocalization)
… j. Functions of the Cardiovascular System
… k. Functions of the Immunological & Hematological
Systems
… l. Functions of the Respiratory System
… m. Functions of the Digestive System
… n. Functions Related to Metabolism & Endocrine
System
… o. Urinary Functions
… p. Genital & Reproductive Functions
… q. Functions of the Joints & Bones
… r. Muscle Functions (muscle power, tone, endurance)
… s. Movement Functions (motor reflexes, involuntary
movements, control of movements, gait patterns,
neuromuscular functions)
… t. Functions of the Skin
… u. Functions of the Hair & Nails

2D Provider Barcode

A.2 Body Structures (Check at least one)
Structures Related to Movement
… a. General/No Specific Body Location
… b. Head
… c. Cervical Spine
… d. Thoracic Spine
… e. Lumbar Spine
… f. Pelvic Girdle
L: Left Side; R: Right Side
L R
… … g. Hip
… … h. Thigh
… … i. Knee
… … j. Calf
… … k. Foot/Ankle
… … l. Toes
… … m. Shoulder
… … n. Arm
… … o. Elbow
… … p. Wrist
… … q. Hand
… … r. Fingers
Structures Involved in Voice & Speech
… s. Nose
… t. Mouth
… u. Tongue
… v. Pharynx
… w. Larynx
Other Structures
… x. Eye & Related Structures
… y. Ear & Related Structures
… z. Structures of the Central Nervous System
… aa. Structures of the Peripheral Nervous System
… bb. Structures of the Cardiovascular, Immunological, &
Respiratory Systems
… cc. Structures Related to the Digestive, Metabolic, &
Endocrine Systems
… dd. Structures Related to the Genitourinary &
Reproductive Systems
… ee. Skin & Related Structures

A.3 Activities and Participation
(Check at least one)
… a. Purposeful Sensory Experiences (watching, listening)
… b. Basic Learning (copying, rehearsing, learning to
read, write, acquiring skills)
… c. Applying Knowledge (focusing attention, thinking,
reading, writing, calculating, solving problems,
making decisions)
… d. General Tasks & Demands (simple and multiple
tasks, carrying out daily routine, handling stress)
… e. Communication: Receiving (spoken, non verbal, sign
language, written)
… f. Communication: Producing (speaking, nonverbal,
sign language, writing)
… g. Conversation & Use of Communication Devices
(conversation, discussion, using devices and
techniques)
… h. Changing & Maintaining Body Position
… i. Carrying, Moving, & Handling Objects
… j. Walking & Moving
… k. Moving Around Using Transportation
… l. Self Care (washing oneself, toileting, dressing,
eating, drinking)
… m. Acquisition of Necessities (a place to live, goods and
services)
… n. Household Tasks (preparing meals, doing
housework)
… o. Caring for Household Objects & Assisting Others
… p. General Interpersonal Interactions
… q. Particular Interpersonal Interactions (relating with
strangers, formal and informal relationships, family
and intimate relationships)
… r. Education
… s. Work & Employment
… t. Economic Life
… u. Community, Social, & Civic Life

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DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
Providers, please complete by the end of your therapy session.
B. Primary and Secondary Medical Diagnoses

Based on available medical information, please indicate the patient’s primary (1ary) and secondary (2ary) medical conditions. The
primary diagnosis should be related to the reason for therapy. Please check all that apply.
B.1 Musculoskeletal
1ary 2ary
… … a. Pain Syndrome (fibromyalgia, polymyalgia,
etc.)
… … b. Pain, Not Pain Syndrome
… … c. Osteoarthritis
… … d. Rheumatoid Arthritis
… … e. TMJ Disorder
… … f. Fracture
… … g. Sprain/Strain
… … h. Osteoporosis
… … i. Herniated Disc
… … j. Spinal Stenosis
… … k. Scoliosis
… … l. Torticolis
… … m. Contusion
… … n. Joint Replacement
… … o. Amputation
… … p. Bursitis
… … q. Tendonitis
… … r. Internal Derangement of Joint
… … s. Tendon Rupture
… … t. Nerve Entrapment
… … u. Contracture
… … v. Other __________
B.2 Circulatory
1ary 2ary
… … a. TIA
… … b. Stroke
… … c. Atrial Fibrillation & Other Dysrhythmia
(bradycardia, tachydardia)
… … d. Coronary Artery Disease (angina, myocardial
infarction)
… … e. Deep Vein Thrombosis (DVT)
… … f. Heart Failure (including pulmonary edema)
… … g. Hypertension
… … h. Peripheral Vascular Disease/Peripheral Arterial
Disease
… … i. Other __________
B.3 Lymphatic System
1ary 2ary
… … a. Lymphedema
… … b. Other __________
B.4 Pulmonary/Respiratory System
1ary 2ary
… … a. Asthma
… … b. Bronchitis
… … c. Pneumonia
… … d. Chronic Obstructive Pulmonary Disease (COPD)
… … e. Cystic Fibrosis
… … f. Other __________
B.5 Integumentary System
1ary 2ary
… … a. Skin Ulcer/Wound
… … b. Burn
… … c. Other __________

2D Provider Barcode

B.6 Genitourinary System
1ary 2ary
… … a. End Stage Renal Disease (ESRD)
… … b. Incontinence
… … c. Pelvic Pain
… … d. Other __________
B.7 Mental Health
1ary 2ary
… … a. Anxiety Disorder
… … b. Depression
… … c. Bipolar Disease
… … d. Attention Disorder
… … e. Schizophrenia
… … f. Alzheimer’s Disease
… … g. Other __________
B.8 Cancer/Other Neoplasms
1ary2ary
… … a. Please Specify
B.9 Metabolic System
1ary 2ary
… … a. Diabetes Mellitus
… … b. Obesity
… … c. Other __________
B.10 Generalized Weakness
1ary 2ary
… … a. Generalized Weakness
B.11 Infectious Diseases
1ary 2ary
… … a. Please Specify
B.12 HIV
1ary 2ary
… … a. HIV
B.13 Gastrointestinal Disorders
1ary 2ary
… … a. Please Specify
B.14 Immune Disorders
1ary 2ary
… … a. Immune Disorders
B.15 Anemias/Other Hematological
Disorders
1ary 2ary
… … a. Anemia
… … b. Other _________________
B.16 Congenital Abnormalities
1ary 2ary
… … a. Musculoskeletal Congenital Deformities/
Anomalies
… … b. Neurological Congenital/Developmental
Anomalies
… … c. Other _________________

B.17 Neurological Conditions
1ary 2ary
… … a. Specific Diseases of Central Nervous System (CNS)
… … b. Cranial Neuralgia
… … c. Cranial Nerve Injury
… … d. Seizure Disorder
… … e. Paralysis
… … f. Peripheral Nervous System Disorder (including
neuropathy)
… … g. Complex Regional Syndrome
… … h. Vertigo
… … i. Multiple Sclerosis
… … j. Parkinson’s
… … k. Huntington’s Disease
… … l. Head Injury
… … m. Traumatic Brain Injury
… … n. Non-Traumatic Brain Injury
… … o. Encephalopathy
… … p. Retinopathy
… … q. Guillain-Barré Syndrome
… … r. Other __________
B.18 Cognition/Judgement
1ary 2ary
… … a. Executive Function Disorder
… … b. Memory Impairment
… … c. Pragmatics Disorder
… … d. Dementia
… … e. Other _________________
B.19 Communication, Voice, or Speech Disorder
1ary 2ary
… … a. Aphasia
… … b. Apraxia of Speech
… … c. Reading or Writing Dysfunction
… … d. Voice Disorder (Dysphonia)
… … e. Speech Disorder
… … f. Cognitive-Communication Disorder
… … g. Other __________
B.20 Swallowing Disorder
1ary 2ary
… … a. Dysphagia
B.21 Sensory Disorders/Gait or Balance
Disorder
1ary 2ary
… … a. Hearing Impairment
… … b. Vision Impairment
… … c. Gait or Balance Disorder
… … d. Other _________________
B.22 Other Condition
1ary 2ary
… … a. Please Specify _________________

Page 9 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
C.

Supplemental Conditions/Impairments

C.1a Does the patient have any vision impairments?
C.2a Does the patient have any hearing impairments?
C.3a Does the patient have any signs or symptoms of a possible
C.4a

C.5a
C.6a
C.7a

swallowing disorder?
Does the patient have any problems with memory,
attention, problem solving, planning, organizing or
judgment?
Does the patient have any signs or symptoms of a possible
communication impairment?
Does this patient have one or more unhealed pressure
ulcers at stage 2 or higher or unstageable?
Does the patient have any impairments with bladder or
bowel management (e.g., use of a device or incontinence)?

Yes

No

Don’t Know

If “Yes,” complete…

…
…
…

…
…
…

…
…
…

…

…

…

C.4b & C.4c on page 11

…

…

…

C.5b–C.5d on page 11

…

…

…

C.6b on page 12

…

…

…

C.7b–C.7d on page 12

C.1b on page 10
C.2b on page 10
C.3b on page 10

If you answered “No” or “Don’t Know” to all of items C.1a–C.7a above, you are done with this
assessment instrument and may skip all remaining items.
C.1 Vision
Answer only if you answered “Yes” to C.1a (Does the patient have any vision impairments?)
C.1b Describe the patient’s ability to see

in adequate light (with glasses or
other visual appliances)
C.2

… Adequate: Sees fine detail, including regular print in newspapers/books
… Mild to Moderately Impaired: Can identify objects; may see large print
… Severely Impaired: No vision or object identification questionable

Hearing
Answer only if you answered “Yes” to C.2a (Does the patient have any hearing impairments?)

C.2b Describe the patient’s ability to hear

(with hearing aid or hearing appliance,
if normally used)

… Adequate: Hears normal conversation and TV without difficulty
… Mild to Moderately Impaired: Difficulty hearing in some environments or
speaker may need to increase volume or speak distinctly

… Severely Impaired: Absence of useful hearing
C.3

Swallowing

C.3b What signs and symptoms of a

swallowing disorder does the
patient have?

2D Provider Barcode

Check all that apply.

Answer only if you answered “Yes” to C.3a (Does the patient have any signs or symptoms of a possible swallowing disorder?)

…
…
…
…
…
…
…

1. History of dysphagia/aspiration pneumonia
2. Complaints of difficulty or pain with swallowing
3. Coughing or choking during meals or when swallowing medications
4. Holding food in mouth/cheeks or residual food in mouth after meals
5. Loss of liquids/solids from mouth when eating or drinking
6. NPO: intake not by mouth
7. Other (specify) _________________________

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DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
C.4

Cognitive Status

C.4b

Please indicate all of the following
that the patient is able to recall:

Check all that apply.

Answer only if you answered “Yes” to C.4a (Does the patient have any problems with memory, attention, problem solving,
planning, organizing or judgment?)

…
…
…
…
…

1. Current season
2. Location of own room (nursing home only)
3. Staff names and faces
4. That s/he is in a hospital, nursing home, clinic, office, or home
5. None of the above

… Mildly impaired: Demonstrates some difficulty with one or more of these
C.4c

Please describe the patient’s
problems with memory, attention,
problem solving, planning,
organizing or judgment.

cognitive abilities.

… Moderately impaired: Demonstrates marked difficulty with one or more of
these cognitive abilities

… Severely impaired: Demonstrates extreme difficulty with one or more of these
cognitive abilities.

C.5

Communication
Answer only if you answered “Yes” to C.5a (Does the patient have any signs or symptoms of a possible communication
impairment?)

… Mildly impaired: Demonstrates some difficulty with comprehension and/or
expression but is able to functionally communicate most of the time.
C.5b

Please describe the patient’s
problems with communication.

… Moderately impaired: Demonstrates marked difficulty with comprehension
and/or expression that noticeably interferes with functional communication.

… Severely impaired: Demonstrates extreme difficulty with comprehension
and/or expression with little-to-no functional communication.

C.5c

Please describe the patient’s ability
to understanding verbal content
(excluding language barriers).

…
…
…
…
…

C.5d

Please describe the patient’s ability
to express ideas and wants.

…
…
…

2D Provider Barcode

Understands: Clear comprehension without cues or repetitions.
Usually Understands: Understands most conversations, but misses some
part/intent of message. Requires cues at times to understand.
Sometimes Understands: Understands only basic conversations or simple,
direct phrases. Frequently requires cues to understand.
Rarely/Never Understands.
Expresses complex messages without difficulty and with speech that is clear
and easy to understand.
Exhibits some difficulty with expressing needs and ideas (e.g., some words or
finishing thoughts) or speech is not clear.
Frequently exhibits difficulty with expressing needs and ideas.
Rarely/Never expresses self or speech is very difficult to understand.

Page 11 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
Pressure Ulcers

C.6

Answer only if you answered “Yes” to C.6a (Does this patient have one or more unhealed pressure ulcers at stage 2 or
higher, or unstageable?)
C.6b Do these pressure ulcers interfere
… Yes
… No
… Don’t Know
with your therapy treatments?

Incontinence

C.7

Answer only if you answered “Yes” to C.7a (Does the patient have any impairments with bladder or bowel management
[e.g., use of a device or incontinence]?)
C.7b Does the incontinence interfere
… Yes
… No
… Don’t Know
with your therapy treatments?
C.7c Bladder

C.7c&d

D.

Please Indicate the frequency
of the patient’s bladder and
bowel incontinence

…
…
…
…
…
…

C.7d Bowel
Stress Incontinence Only

…
…
…
…
…

Incontinent Less Than Daily
Incontinent Daily
Always Incontinent
No Urine/Bowel Output
Not Applicable

Supplemental Swallowing, Cognition & Communication Function

Are you treating or evaluating this patient for any of the following reasons?

D.1a Signs or symptoms of a possible swallowing disorder?
D.1b Difficulty with communicating in daily life?
D.1c Difficulty with remembering, organizing, or attending in daily
life?

Yes

No

…
…
…

…
…
…

If “Yes,” complete…
D.2 on page 13
D.3–D.6 on pages 13 & 14
D.7–D.9 on page 15

If you answered “No” to all of items D.1a–D.1c above, you are done with this assessment instrument
and may skip all remaining items.

2D Provider Barcode

Page 12 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
D.2

Swallowing Function
Answer only if you answered “Yes” to D.1a (Signs or symptoms of a possible swallowing disorder?)

For safety and maximal nutritional intake, the patient requires:
Liquid Diet Modification: Thickened liquids (e.g., consistency of
syrup, honey, or pudding)
Solid Diet Modification: Cooked until soft; chopped, ground,
mashed; or pureed
Maximal Cueing: Multiple cues that are obvious to nonclinicians,
including any combination of auditory, visual, pictorial, tactile, or
written cues
Minimal Cueing: Subtle and only one type of cueing
D.3–D.6

D.2b
Level of Cueing or
Assistance

D.2a
Diet Modification

… Both Liquids & Solids
… Either Liquids or Solids
… None

… Maximal
… Minimal
… None

Communication Function
Answer only if you answered “Yes” to D.1b (Difficulty with communicating in daily life?)

In Questions K.3 through K.6, please use the following definitions for the frequency with which the patient can perform the
indicated activity and for level of assistance:

Frequency Performing Activity

Level of Assistance

D.3

Never:

Unable

Rarely:
Sometimes:
Usually or Always:

Less than 20% of the time
Between 20% and 49% of the time
At least 50% of the time

Without Assistance:

Patient performance without cueing, external guidance, assistive
device, or other compensatory augmentative intervention
Patient performance with cueing, external guidance, assistive
device, or other compensatory augmentative intervention

With Assistance:

Language Comprehension

The patient comprehends:
Basic Information: Simple directions; simple
yes/no questions; simple words or phrases
Complex Information: Complex
sentences/directions/messages;
conversations about routine daily activities

Basic Information

Never
Rarely
Sometimes
Usually or Always

2D Provider Barcode

Complex Information

D.3a
Without
Assistance

D.3b
With
Assistance

D.3c
Without
Assistance

D.3d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Page 13 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
D.4

Language Expression

The patient conveys:
Basic Information: Simple directions; simple
yes/no questions; simple words or phrases
Complex Information: Complex
sentences/directions/messages;
conversations about routine daily activities

Basic Information

Never
Rarely
Sometimes
Usually or Always

D.5

D.4b
With
Assistance

D.4c
Without
Assistance

D.4d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Motor Speech Production

The patient’s speech is:
Intelligible in Short Utterances: Short
consonant-vowel combinations; automatic
words; simple words or predictable phrases
Intelligible in Conversation: Long
utterances; low predictability sentences;
communication in vocational, avocational,
and social activities

Intelligible in Short
Utterances

Never
Rarely
Sometimes
Usually or Always

D.6

Complex Information

D.4a
Without
Assistance

Intelligible in
Conversation

D.5a
Without
Assistance

D.5b
With
Assistance

D.5c
Without
Assistance

D.5d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Voice

The patient’s voice is functional in the
following types of activities:
Low Vocal Demand: Speaking softly;
speaking in quiet environments; talking for
short periods of time
High Vocal Demand: Speaking loudly;
speaking in noisy environments; talking for
extended periods of time

Low Vocal Demand

Never
Rarely
Sometimes
Usually or Always

2D Provider Barcode

High Vocal Demand

D.6a
Without
Assistance

D.6b
With
Assistance

D.6c
Without
Assistance

D.6d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Page 14 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

III. Provider Information (cont.)
D.7–D.9

Cognitive Function
Answer only if you answered “Yes” to D.1c (Difficulty with remembering, organizing, or attending in daily life?)

In Questions D.7 through D.9, please use the following definitions for the frequency with which the patient can perform the
indicated activity and for level of assistance:

Frequency Performing Activity

Level of Assistance

D.7

Never:

Unable

Rarely:
Sometimes:
Usually or Always:

Less than 20% of the time
Between 20% and 49% of the time
At least 50% of the time

Without Assistance:

Patient performance without cueing, external guidance, assistive
device, or other compensatory augmentative intervention
Patient performance with cueing, external guidance, assistive
device, or other compensatory augmentative intervention

With Assistance:

Problem Solving

The patient solves:
Simple Problems: Following schedules;
requesting assistance; using a call bell;
identifying basic wants/needs; preparing a
simple cold meal
Complex problems: Working on a
computer; managing personal, medical, and
financial affairs; preparing a complex hot
meal; grocery shopping; route finding and
map reading
D.8

Simple Problems

Never
Rarely
Sometimes
Usually or Always

D.7b
With
Assistance

D.7c
Without
Assistance

D.7d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Memory

The patient recalls:
Basic Information: Personal information
(e.g., family members, biographical
information, physical location); schedules;
names of familiar staff; location of therapy
area
Complex Information: Complex and novel
information (e.g., carry out multiple-step
activities, follow a plan); anticipate future
events (e.g., keeping appointments)
D.9

Complex Problems

D.7a
Without
Assistance

Basic Information

Never
Rarely
Sometimes
Usually or Always

Complex Information

D.8a
Without
Assistance

D.8b
With
Assistance

D.8c
Without
Assistance

D.8d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Attention

The patient maintains attention for:
Simple Activities: Following simple
directions; reading environmental signs;
eating a meal; completing personal hygiene;
dressing
Complex Activities: Watching a news
program; reading a book; planning and
preparing a meal; managing one’s own
medical, financial, and personal affairs

2D Provider Barcode

Simple Activities

Never
Rarely
Sometimes
Usually or Always

Complex Activities

D.9a
Without
Assistance

D.9b
With
Assistance

D.9c
Without
Assistance

D.9d
With
Assistance

…
…
…
…

…
…
…
…

…
…
…
…

…
…
…
…

Page 15 of 16 Rev. 4/14/2010

DISCHARGE QUESTIONNAIRE

IV. Other Useful Information
A.

Is there other useful information about this patient that you want to add?

V. Feedback
A.

Notes

Thank you for your participation in this important project. So that we may improve the form for future use, please comment on
any areas of concern or things you would change about the form.

2D Provider Barcode

Page 16 of 16 Rev. 4/14/2010


File Typeapplication/pdf
AuthorEdward M. Drozd
File Modified2010-04-14
File Created2010-04-14

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