CMS-P-0015A Health_Status

Medicare Current Beneficiary Survey (MCBS) (CMS-P-0015A)

Fac2023_Health_Status_HS

OMB: 0938-0568

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2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(01) CONSENT OBTAINED (CONTINUE INTERVIEW)
(02) FINAL CONSENT DENIED
(03) REFUSAL CONVERTED (CONTINUE INTERVIEW)
(04) FINAL REFUSAL

(01) HSPRE - HSPRECT
(02) HSFINSCR2 - FINSCRN2
(03) HSPRE - HSPRECT
(04) HSFINSCR2 - FINSCRN2

(01) CONTINUE
(02) CONSENT REQUIRED
(03) INITIAL REFUSAL

(01) BOX HA1B
(02) HSFINSCR2 - FINSCRN2
(03) HSFINSCR2 - FINSCRN2

HEALTH STATUS SECTION SPECIFICATIONS
CRITERIA
SAMPLE TYPE= CFR, CFC, FFC, FCF, IPR
SEASON
If SAMPLE_TYPE= CFR, then SEASON=FALL
If SAMPLE TYPE in (CFC, FFC, FCF), then SEASON= ALL
If SAMPLE TYPE= IPR, then SEASON= FALL
PLACEMENT
Administered in flexible order after FQ and RH sections are completed.

BOX HSBEG

routing

IF HSDISP = 1/ConsentRequired OR HSDISP = 4/InitialRefusal, GO TO HSCONREF - CONREFFN.
ELSE GO TO HSPRE - HSPRECT.

PLEASE INDICATE THE FINAL (CONSENT/REFUAL) STATUS
FOR THIS SECTION.

CONREFFN

HSCONREF

CODE ONE

HSPRECT

HSPRE

CODE ONE

THIS SCREEN BEGINS THE HEALTH STATUS SECTION FOR (SP).
IF THERE ARE NO CONSENT OR REFUSAL ISSUES FOR THIS SECTION, PRESS "1" TO CONTINUE.

BOX HA1B

routing

IF PLACTYP1= 1/Free Standing Nursing Home, 4/NursingHomeUnitCCRC, 7/HospitalBasedSNF, or
17/Rehabilitation Facility, AND (CAIDCERT=1 OR CARECERT=1 OR CAIDCRT1=1 OR CARECRT1=1) AND
CCN in (MISSING, DK, RF), GO TO HS1-CCNINTRO.
ELSE GO TO BOX HA1.

A CMS Certification Numberhas not yet been reported for this facility even though this facility is certified by
[Medicare/Medicaid/Medicare and Medicaid].

CCNINTRO

HS1

yes/no

Please confirm, does [FACILITY) have a CMS Certification Number, also referred to as a Medicare/Medicaid
Provider Number, or Medicare Identification Number? The CMS Certification Number is a unique six-digit number
assigned to any facility certified to participate in Medicare and/or Medicaid.
(00) NO
IF THERE IS A MDS (01) YES
IN THE CHART FOR THE CASE, THE CCN CAN BE FOUND IN SECTION A0100, QUESTION B.
(-8) Don't Know
(-9) Refused
[IF NEEDED: The CMS Certification Number is a unique number assigned to any facility certified to participate in
Medicaire and/or Medicaid.The CMS Certification Number is not the same as the National Provider Identifier (NPI),
which is a unique 10-digit identification number issued to health care providers.]

(00) BOX HA1
(01) CASPER_LU-CCN
(-8) BOX HA1
(-9) FBOX HA1

[IF NEEDED: The CMS Certification Number also used to be called the OSCAR Provider Number.]

Page 1 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(01) (value selected from lookup)
(-8) DON'T KNOW
(-9) REFUSED
NOT FOUND

(01) BOX HA1
(-8) BOX HA1
(-9) BOX HA1

Please tell me the CMS Certification Number. It would be helpful if I could look at a document with the CMS
Certification Number on it, such as an MDS form or other document. These materials will ensure that I record the
number accurately.
[IF NEEDED: If you don't know the CMS Certification Number I can look up the number using your Facility name and
address.]
[IF REFERENCING THE MDS : The CMS Certification Number can be found in section A0100 B. of the MDS form.]
CCN

CASPER_LUH

lookup
START TYPING OR DOUBLE CLICK IN THE "CASPER_LU" BOX TO LAUNCH THE LOOKUP.

(NF)

(NF) BOX HA1

IF THE FACILITY RESPONDENT DOES NOT KNOW THE CCN, PROBE TO CONFIRM THAT THE FACILITY IS
CERTIFIED BY MEDICARE AND/OR MEDICAID. AFTER YOU HAVE CONFIRMED THIS, YOU CAN SEARCH
THE LOOKUP USING A DIFFERENT IDENTIFIER, SUCH AS THE FACILITY’S NAME AND/ OR ADDRESS.
ACCORDING TO THE ADDRESS OF THIS FACILITY, THE FIRST TWO DIGITS OF THE CMS CERTIFICATION
NUMBER SHOULD BE [STATE PREFIX FILL].

SEARCH FOR THE FACILITY'S CCN BY TYPING THE CCN IN THE "SEARCH" BOX.WHEN YOU FIND THE
CORRECT CCN, HIGHLIGHT THE ROW AND PRESS THE SELECT BUTTON.

lookup

IF THE FACILITY RESPONDENT DOES NOT KNOW THE CCN, SEARCH THE LOOKUP USING A DIFFERENT
IDENTIFIER, SUCH AS THE FACILITY'S NAME OR ADDRESS.
IF YOU CANNOT FIND THE FACILITY'S CCN, PRESS THE "NOT FOUND" BUTTON.
IF YOU NEED TO EXIT THE LOOKUP, PRESS THE "CLOSE" BUTTON.

BOX HA1

routing

IF ONLY TIME 2, GO TO BOX HAT2BEG.
ELSE IF FACR.HAINTFLG <> 1/Indicated , GO TO HA1PRE1 - HA1PRE1C.
ELSE GO TO HA1PRE2 - HA1PRE2C.

RECORD IDENTIFICATION

HA1PRE1C

HA1PRE1

CODE ONE

The next questions are about (SP)'s health status on or around (HS REF DATE). We have found that much of the
data we are collecting is usually located in the resident's full Minimum Data Set (MDS) assessments, the Quarterly
(01) CONTINUE
Review forms, and other medical chart notes. Please take a moment to locate the records now and confirm they are
the records closest to (HS REF DATE).

HA1PRE2 - HA1PRE2C

PRESS "1" TO CONTINUE.

RECORD IDENTIFICATION
HA1PRE2C

HA1PRE2

CODE ONE

The following questions are about (SP)'s health status on or around (HS REF DATE).

(01) CONTINUE

BOX HA2

(0) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA1B - HSCONTN1
(01) BOX HA2A
(-8)HA1B - HSCONTN1
(-9) HA9PREB - HA9PRBC

(00) NO, RETURN TO NAVIGATE SCREEN
(01) YES, CONTINUE WITHOUT MEDICAL RECORDS

(00) BOX HCEND
(01) HA9PREB - HA9PRBC

PRESS "1" TO CONTINUE.

BOX HA2

routing

IF BASELINE INTERVIEW OR (CORE AND NO MDS AT PREVIOUS HS) GO TO HA1 - RECHAVE.
ELSE IF CORE AND SP HAD A MDS AT LAST HS APPLICATION ADMINISTERED FOR THIS SP, GO TO HA2 RECFORMS.

RECORD IDENTIFCATION
RECHAVE

HA1

YES/NO
Do you have (SP)'s medical records for the (admission) period on or around (HS REF DATE)?

Is there someone else I should speak with, or do the records exist elsewhere?
HSCONTN1

HA1B

CODE ONE

BOX HA2A

routing

DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT THE
MEDICAL RECORDS?
GO TO HA2 - RECFORMS.

Page 2 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

RECORD IDENTIFICATION
[The last MDS form we collected was dated (LAST MDS DATE).]
RECFORMS

HA2

YES/NO

Do (SP)'s medical records contain (a full./another) MDS assessment (or Quarterly Review) form dated [on or around (00) NO
[HSREFDATE)/after (LAST MDS DATE)].
(01) YES

(00) HA2B1 - HSCONTN2
(01) BOX HA3

[A MDS for on or around (HS REF DATE) is preferable.]
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

Is there someone else I should speak with, or do the records exist elsewhere?
HSCONTN2

HA2B1

CODE ONE

BOX HA3

routing

(00) NO, RETURN TO NAVIGATE SCREEN
DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT ANY MDS (01) YES, CONTINUE WITHOUT MDS
FORMS?

(00) BOX HCEND
(01) HA9PREB - HA9PRBC

GO TO HA3A - ASSESDT1.
RECORD IDENTIFICATION

ASSESDT1

HA3A

DATE

[What is the assessment date on the full MDS assessment that was completed for (SP) on or around (HS REF
DATE)/What is the assessment date on the full MDS assessment that was completed for (SP) at admission, that is,
on or around (HS REF DATE)/What is the assessment date on the full MDS assessment or Quarterly Review that
(01) CONTINUOUS ANSWER
was completed for (SP) closest to (HS REF DATE) after (HA3A DISPLAY DATE/LAST HS REF DATE)/What is the (-8) DON'T KNOW
assessment date on that form]?
(-9) REFUSED

BOX HA4

ENTER DATE IN "MM DD YY" FORMAT.
(IF NO MDS AVAILABLE, BACK UP AND CHANGE THE RESPONSE.)

BOX HA4

routing

IF HA3A - ASSESDT1 = DK, RF AND FIRST TIME AT HA3A - ASSESDT1, GO TO HA9PREB - HA9PRBC.
ELSE, GO TO BOX HA5.

BOX HA5

routing

IF LAST ASSESSMENT DATE ENTRY COLLECTED IN HA3A - ASSESDT1 IS VALID, SET A FLAG AND GO TO
HA4 - FORMTYPE1.
ELSE GO TO HA5 - CLOSFORM.

RECORD IDENTIFICATION
FORMTYPE1

HA4

Please tell me if the form with the assessment date of (LAST ASSESSMENT DATE) is a full MDS or a quarterly
review.

routing

IF MOST RECENT ASSESSMENT DATE IS COMPLETE THEN COMPARE WITH HS REF DATE. IF NUMBER
OF DAYS BETWEEN ASSESSMENT DATE AND HS REF DATE MORE THAN +/- 7, OR IF HA3A - ASSESDT1 IS
DK OR RF, GO TO HA5 - CLOSFORM.
ELSE, GO TO BOX HA9AA.

HA5

YES/NO

(00) NO
Besides the form you just told me about, does (SP)'s medical record contain any other (full) MDS form (or Quarterly (01) YES
Review form) dated closer to (HS REF DATE)?
(-8) Don't Know
(-9) Refused

BOX HA8

routing

IF HA5 - CLOSFORM = 1/Yes, GO TO HA3A - ASSESDT1.
ELSE, GO TO BOX HA9AA.

BOX HA9AA

routing

IF HSTOT = 1 AND FORMTYPE = DK, RF, OR EMPTY, GO TO HA9PREB - HA9PRBC.
ELSE GO TO BOX HA9BB.

BOX HA9BB

routing

GO TO BOX HA9CC.

BOX HA9CC

routing

IF CVATYPE = 1/FulllMDS, GO TO HA6 - FORMREAS.
ELSE IF CVATYPE = 0/QuarterlyReview AND XBACKUP = EMPTY, GO TO HA7A - RECMDS.
ELSE GO TO HA7C - MDSINT1.

BOX HA7

CLOSFORM

CODE ONE

(00) QUARTERLY REVIEW
(01) FULL MDS
(-8) Don't Know
(-9) Refused

(00) BOX HA7
(01) BOX HA7
(-8) BOX HA7
(-9) BOX HA7

(00) BOX HA8
(01) BOX HA8
(-8) BOX HA8
(-9) BOX HA8

Page 3 of 40

2023 MCBS Facility Instrument

Variable Name

FORMREAS

FORMREOS

HS-Health Status

MR Screen Name Question Type

HA6

HA6

CODE ONE

VERBATIM TEXT

Question Text/Description

Code List

Routing

RECORD IDENTIIFCATION
3.0, A0310A

What was the primary reason for the assessment on the full MDS assessment dated (BCVAD/CCVAD)?

(01) ADMISSION
(02) ANNUAL
(03) SIGNIFICANT CHANGE IN STATUS
(91) OTHER
(-8) Don't Know
(-9) Refused

(01) HA7C - MDSINT1
(02) HA7C - MDSINT1
(03) HA7C - MDSINT1
(91) HA6 - FORMREOS
(-8) HA7C - MDSINT1
(-9) HA7C - MDSINT1

OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

HA7C - MDSINT1

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA7C - MDSINT1
(01) HA7B - ASSESDT2
(-8) HA7C - MDSINT1
(-9) HA7C - MDSINT1

(01) CONTINUOUS ANSWER
(-8) Don't Know
(-9) Refused

(01) HA7C - MDSINT1
(-8) HA7C - MDSINT1
(-9) HA7C - MDSINT1

(01) CONTINUE

BOX HA19A

ASSESSMENT DATE: {ASSESSMENT DATE)

Does (SP)'s medical record contain a full MDS assessment dated between (HS DATE RANGE)?
RECMDS

HA7A

YES/NO
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

What is the date of the full MDS assessment closest to (HS REF DATE)?
ASSESDT2

HA7B

date
IF NO MDS AVAILABLE, BACK UP AND CHANGE THE RESPONSE.

RECORD IDENTIFICATION
Now I have some questions concerning (SP)'s health on or around [(HS REF DATE)/(his/her) admission to the
(facility/home). Please refer to (SP)'s medical record.]
MDSINT1

HA7C

CODE ONE

[Please refer to the (FORM TYPE) with the assessment date of (CLOSEST VALID ASSESSMENT DATE) when
answering the following questions. [If the information is not found on the Quarterly Review, (please refer to the full
MDS form with the assessment date of (BACKUP MDS ASSESSMENT DATE)/please refer to (SP)'s medical
record) to answer the questions.]]
PRESS "1" TO CONTINUE.

BOX HA19A

HA9PRBC

HA9PREB

routing

CODE ONE

IF BASELINE INTERVIEW AND CCN='NF', MISSING, DK, RF, GO TO HA9PREB - HA9PRBC.
ELSE GOTO BOX HA9B

Now I have some questions concerning (SP)'s health on or around [(HS REF DATE)/(his/her) admission to the
(facility/home)]. [(Please refer to (SP)'s medical record/Since I will be collecting information about (SP) on or around
(HS REF DATE) and there is no MDS or Quarterly Review available close to that date, please refer to (SP)'s
(01) CONTINUE
medical record for the information/Since you do not have a medical record at hand for reference, please think about
the information found in (SP)'s medical record) to answer these questions.]

BOX HA9B

PRESS "1" TO CONTINUE.

BOX HA9B

routing

IF BASELINE INTERVIEW AND CCN= 'NF', MISSING, DK, RF, GO TO HA9B - MENTAL
ELSE GO TO BOX HA10

MENTAL HEALTH (ID/DD)
[3.0, A1550]
MENTAL

HA9B

CODE ALL

Did (SP)'s record indicate any history of intellectual disability or developmental disability problems?

SELECT ALL THAT APPLY.
IF SP HAS NO ID/DD PROBLEMS, SELECT NONE OF THE ABOVE

BOX HA10

COMATOSE

HA11B

ROUTING

CODE ONE

(01) DOWN SYNDROME
(02) AUTISM
(03) EPILEPSY
(04) OTHER ORGANIC CONDITION RELATED TO
ID/DD
(05) ID/DD WITH NO ORGANIC CONDITION
(96) NONE OF THE ABOVE
(-8) Don't Know
(-9) Refused

(01) BOX HA10
(02) BOX HA10
(03) BOX HA10
(04) BOX HA10
(05) BOX HA10
(-8) BOX HA10
(-9) BOX HA10

(00) NO (NOT COMATOSE)
(01) YES (COMATOSE)
(-8) Don't Know
(-9) Refused

(00) HA16B - HCHECOND
(01) HA28PREB - HA28PRBC
(-8) HA16B - HCHECOND
(-9) HA16B - HCHECOND

IF CCN=NON-MISSING GO TO BOX HA28
ELSE GO TO HA11B- COMATOSE.
COMATOSE
[3.0, B01000]
Was (SP) in a persistent vegetative state with no discernible consciousness on (HS REF DATE)?

Page 4 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

HEARING/COMMUNICATION
[3.0, B0200]
HCHECOND

HCHEAID

HA16B

HA17B

CODE ONE

YES/NO

Routing

(00) HEARS ADEQUATELY
(01) HEARS WITH MINIMAL DIFFICULTY
What was the condition of (SP)'s hearing, with a hearing appliance, if used, on or around (HS REF DATE)? Did
(02) HEARS WITH MODERATE DIFFICULTY
(she/he) hear adequately, did (she/he) have minimal difficulty, did (she/he) have moderate difficulty, or was (her/his) (03) HEARING HIGHLY IMPAIRED
hearing highly impaired?
(-8) Don't Know
(-9) Refused
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

(00) HA17B - HCHEAID
(01) HA17B - HCHEAID
(02) HA17B - HCHEAID
(03) HA17B - HCHEAID
(-8) HA17B - HCHEAID
(-9) HA17B - HCHEAID

HEARING/COMMUNICATION
[3.0, B0300]

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA18PREB - HA18PRBC
(01) HA18PREB - HA18PRBC
(-8) HA18PREB - HA18PRBC
(-9) HA18PREB - HA18PRBC

(01) CONTINUE

HA18B - HCUNCOND

(00) UNDERSTOOD
(01) USUALLY UNDERSTOOD
(02) SOMETIMES UNDERSTOOD
(03) RARELY/NEVER UNDERSTOOD
(-8) Don't Know
(-9) Refused

(00) HA19B - HCUNDOTH
(01) HA19B - HCUNDOTH
(02) HA19B - HCUNDOTH
(03) HA19B - HCUNDOTH
(-8) HA19B - HCUNDOTH
(-9) HA19B - HCUNDOTH

(00) UNDERSTAND
(01) USUALLY UNDERSTAND
(02) SOMETIMES UNDERSTAND
(03) RARELY/NEVER UNDERSTAND
(-8) Don't Know
(-9) Refused

(00) HA20PREB - HA20PRBC
(01) HA20PREB - HA20PRBC
(02) HA20PREB - HA20PRBC
(03) HA20PREB - HA20PRBC
(-8) HA20PREB - HA20PRBC
(-9) HA20PREB - HA20PRBC

(01) CONTINUE

HA20B - VISION

Did (she/he) have a hearing aid?

HEARING/COMMUICATION
HA18PRBC

HA18PREB

CODE ONE

The next section deals with how (SP) communicated with others and how well (she/he) was understood by others.
PRESS "1" TO CONTINUE.

HEARING/COMMUNICATION
[3.0, B0700]
HCUNCOND

HA18B

CODE ONE

Which statement best describes how effective (SP) was at making (herself/himself) understood on or around (HS
REF DATE)? Was (she/he) always understood, usually understood, sometimes understood, or rarely or never
understood?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

HEARING/COMMUNICATION
[3.0, B0800]
HCUNDOTH

HA19B

CODE ONE

Which statement best describes how well (SP) understood others on or around (HS REF DATE)? Did (SP) always
understand, usually understand, sometimes understand, or rarely or never understand?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

VISION
HA20PRBC

HA20PREB

CODE ONE

Next is a question concerning (SP)'s vision on or around (HS REF DATE).
PRESS "1" TO CONTINUE.

VISION
[3.0, B1000]
VISION

VISAPPL

HA20B

HA20AB

CODE ONE

YES/NO

(00) ADEQUATE
(01) IMPAIRED
(02) MODERATELY IMPAIRED
Which of the following statements best described (SP)'s ability to see in adequate light with visual aids, if used?
(03) HIGHLY IMPAIRED
Would you say (her/his) vision was adequate, impaired, moderately impaired, highly impaired, or severely impaired? (04) SEVERELY IMPAIRED
(-8) Don't Know
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
(-9) Refused

(00) HA20AB - VISAPPL
(01) HA20AB - VISAPPL
(02) HA20AB - VISAPPL
(03) HA20AB - VISAPPL
(04) HA20AB - VISAPPL
(-8) HA20AB - VISAPPL
(-9) HA20AB - VISAPPL

VISION
[3.0, B1200]

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA12AAB - MENTCON
(01) HA12AAB - MENTCON
(-8) HA12AAB - MENTCON
(-9) HA12AAB - MENTCON

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA12PREB - HA12PRBC
(01) HA12AB - MENTSUM
(-8) HA12PREB - HA12PRBC
(-9) HA12PREB - HA12PRBC

Does (SP) use a visual appliance such as glasses, contact lenses, or a magnifying glass?

MENTCON

HA12AAB

YES/NO

COGNITIVE PATTERNS
[3.0, C0100]
Should a brief interview for Mental Status (C0200-C0500) be conducted?

Page 5 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
BRIEF INTERVIEW FOR MENTAL STATUS (BIMS) SUMMARY SCORE
[3.0, C0500]

MENTSUM

HA12AB

numeric

ENTER SUMMARY SCORE (0-15) FROM BIMS.

Code List

Routing

(01) CONTINUOUS ANSWER
(-8) DON'T KNOW
(-9) REFUSED

(01) BOX HA12
(-8) HA52-MOOD
(-9) HA52-MOOD

(01) CONTINUE

HA12B - CSMEMST

(00) MEMORY OK
(01) MEMORY PROBLEM
(-8) Don't Know
(-9) Refused

(00) HA13B - CSMEMLT
(01) HA13B - CSMEMLT
(-8) HA13B - CSMEMLT
(-9) HA13B - CSMEMLT

(00) MEMORY OK
(01) MEMORY PROBLEM
(-8) Don't Know
(-9) Refused

(00) HA14B - HA14BCOD
(01) HA14B - HA14BCOD
(-8) HA14B - HA14BCOD
(-9) HA14B - HA14BCOD

(01) the current season?
(02) the location of (her/his) own room?
(03) staff names or faces?
(04) the fact that (she/he) was in a nursing home?
(96) NONE CHECKED
(-8) Don't Know

(01) HA15B - CSDECIS
(02) HA15B - CSDECIS
(03) HA15B - CSDECIS
(04) HA15B - CSDECIS
(96) HA15B - CSDECIS
(-8) HA15B - CSDECIS

(00) INDEPENDENT
(01) MODIFIED INDEPENDENCE
(02) MODERATELY IMPAIRED
(03) SEVERELY IMPAIRED
(-8) Don't Know
(-9) Refused

(00) HA52-MOOD
(01) HA52-MOOD
(02) HA52-MOOD
(03) HA52-MOOD
(-8) HA52-MOOD
(-9) HA52-MOOD

(01) CONTINUE

(01) HA53A- PHQINTRO

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54- PHQSYINT
(01) HA53AB-PHQSCORE
(-8) HA54- PHQSYINT
(-9) HA54- PHQSYINT

ENTER ''99" IF THE RESIDENT WAS UNABLE TO COMPLETE THE INTERVIEW.

BOX HA12

routing

IF MENTSUM=99, GO TO HA12PREB-HA12PRBC.
ELSE GO TO HA52-MOOD.

MEMORY/COGNITIVE SKILLS

HA12PRBC

HA12PREB

CODE ONE

[(Since (SP) was recorded as being unable to complete the Brief Interview for Mental Status, the next series of
questions deal with (SP)'s memory or recall ability./The next series of questions deal with (SP)'s memory or recall
ability.)]
PRESS "1" TO CONTINUE.

MEMORY/COGNITIVE SKILLS
[3.0, C0700]
CSMEMST

HA12B

CODE ONE
On or around (HS REF DATE), was (SP)'s short-term memory okay, that is, did (she/he) seem or appear to recall
things after 5 minutes?

CSMEMLT

HA13B

CODE ONE

MEMORY/COGNITIVE SKILLS
[3.0, C0800]
Was (SP)'s long-term memory okay; that is, did (she/he) seem or appear to recall events in the distant past?
MEMORY/COGNITIVE SKILLS
[3.0, C0900]

HA14BCOD

HA14B

code all

On or around (HS REF DATE), was (SP) able to recall…
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.
MEMORY/COGNITIVE SKILLS
[3.0, C1000]

CSDECIS

HA15B

CODE ONE

How skilled was (SP) in making daily decisions? Was (she/he) independent, did (she/he) exhibit modified
independence, was (she/he) moderately impaired, or was (she/he) severely impaired?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
MOOD

MOOD

PHQINTRO

HA52

HA53A

CODE ONE

yes/no

The next section is concerning (SP)’s mood on or around (HS REF DATE).
PRESS "1" TO CONTINUE.

MOOD
[3.0, D0100]
On or around (HS REF DATE) was a Resident Mood Interview conducted for (SP)?
[IF NEEDED: This is sometimes referred to as the Patient Health Questionnaire-9 or PHQ-9©. If an MDS has been
conducted for the resident, it can be found in section D0100.]
RESIDENT MOOD INTERVIEW (PHQ-9©) SUMMARY SCORE
[3.0, D0300]

PHQSCORE

HA53AB

numeric

ENTER SYMPTOM FREQUENCY SCORE (00-27) FROM PHQ-9©.

(01) CONTINUOUS ANSWER
(-8) DON’T KNOW
(-9) REFUSED

(01) BOX HA26
(-8) HA56 - BEHAV
(-9) HA56 - BEHAV

ENTER “99” IF THE RESIDENT WAS UNABLE TO COMPLETE THE INTERVIEW.

BOX HA26

routing

IF PHQSCORE=99, GO TO HA54 - PHQSYINT.
ELSE GO TO HA56 - BEHAV.

Page 6 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

MOOD
[3.0, D0500]
(00) NO
(01) YES
(-8) DON’T KNOW
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL
(-9) REFUSED
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
Over the last 2 weeks, did the resident have any of the following problems or behaviors?
PHQSYINT

HA54

LIST

(00) HA54-PHQSYDEP
(01) HA54-PHQSYDEP
(-8) HA54-PHQSYDEP
(-9) HA54-PHQSYDEP

A. Little interest or pleasure in doing things.

PHQSYDEP

PHQSYSLP

PHQSYTIR

PHQSYAPT

PHQSYSES

PHQSYCON

PHQSYMOV

PHQSYSUI

PHQSYTEM

HA54

HA54

HA54

HA54

HA54

HA54

HA54

HA54

B. Feeling or appearing down, depressed, or hopeless.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYSLP
(01) HA54-PHQSYSLP
(-8) HA54-PHQSYSLP
(-9) HA54-PHQSYSLP

C. Trouble falling or staying asleep, or sleeping too much.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYTIR
(01) HA54-PHQSYTIR
(-8) HA54-PHQSYTIR
(-9) HA54-PHQSYTIR

D. Feeling tired or having little energy.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYAPT
(01) HA54-PHQSYAPT
(-8) HA54-PHQSYAPT
(-9) HA54-PHQSYAPT

E. Poor appetite or overeating.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYSES
(01) HA54-PHQSYSES
(-8) HA54-PHQSYSES
(-9) HA54-PHQSYSES

F. Indicating that (she/he) feels bad about self, is a failure, or has let self or family down.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYCON
(01) HA54-PHQSYCON
(-8) HA54-PHQSYCON
(-9) HA54-PHQSYCON

LIST

G. Trouble concentrating on things, such as reading the newspaper or watching television.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYMOV
(01) HA54-PHQSYMOV
(-8) HA54-PHQSYMOV
(-9) HA54-PHQSYMOV

LIST

H. Moving or speaking so slowly that other people have noticed. Or the opposite - being so fidgety or restless that
(she/he) has been moving around a lot more than usual.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYSUI
(01) HA54-PHQSYSUI
(-8) HA54-PHQSYSUI
(-9) HA54-PHQSYSUI

I. States that life isn't worth living, wishes for death, or attempts to harm self.

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) HA54-PHQSYTEM
(01) HA54-PHQSYTEM
(-8) HA54-PHQSYTEM
(-9) HA54-PHQSYTEM

(00) NO
(01) YES
(-8) DON’T KNOW
(-9) REFUSED

(00) BOX HA25A
(01) BOX HA25A
(-8) BOX HA25A
(-9) BOX HA25A

LIST

LIST

LIST

LIST

LIST

LIST

HA54

LIST

J. Being short-tempered, easily annoyed.

BOX HA25A

routing

IF HA54-PHQSYINT = 1/YES, GO TO HA55A-PHQSFQIN.
ELSE GO TO BOX HA25B.

Page 7 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

MOOD
[3.0, D0500]

PHQSFQIN

HA55A

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25B
(01) BOX HA25B
(02) BOX HA25B
(03) BOX HA25B
(-8) BOX HA25B
(-9) BOX HA25B

Little interest or pleasure in doing things.

BOX HA25B

routing

IF HA54-PHQSYDEP = 1/YES, GO TO HA55B-PHQSFQDE.
ELSE GO TO BOX HA25C.

MOOD
[3.0, D0500]

PHQSFQDE

HA55B

CODE ONE

(00) NEVER OR 1 DAY
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days (01) 2-6 DAYS (SEVERAL DAYS)
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED

(00) BOX HA25C
(01) BOX HA25C
(02) BOX HA25C
(03) BOX HA25C
(-8) BOX HA25C
(-9) BOX HA25C

Feeling or appearing down, depressed, or hopeless.

BOX HA25C

routing

IF HA54-PHQSYSLP = 1/YES, GO TO HA55C-PHQSFQSL.
ELSE GO TO BOX HA25D.

MOOD
[3.0, D0500]

PHQSFQSL

HA55C

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25D
(01) BOX HA25D
(02) BOX HA25D
(03) BOX HA25D
(-8) BOX HA25D
(-9) BOX HA25D

Trouble falling or staying asleep, or sleeping too much

BOX HA25D

routing

IF HA54-PHQSYTIR = 1/YES, GO TO HA55D-PHQSFQTI.
ELSE GO TO BOX HA25E.

MOOD
[3.0, D0500]

PHQSFQTI

HA55D

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25E
(01) BOX HA25E
(02) BOX HA25E
(03) BOX HA25E
(-8) BOX HA25E
(-9) BOX HA25E

Feeling tired or having little energy.

BOX HA25E

routing

IF HA54-PHQSYAPT = 1/YES, GO TO HA55E-PHQSFQAP.
ELSE GO TO BOX HA25F.

Page 8 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

MOOD
[3.0, D0500]

PHQSFQAP

HA55E

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25F
(01) BOX HA25F
(02) BOX HA25F
(03) BOX HA25F
(-8) BOX HA25F
(-9) BOX HA25F

Poor appetite or overeating.

BOX HA25F

routing

IF HA54-PHQSYSES = 1/YES, GO TO HA55F-PHQSFQSE.
ELSE GO TO BOX BOXHA25G.

MOOD
[3.0, D0500]

PHQSFQSE

HA55F

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25G
(01) BOX HA25G
(02) BOX HA25G
(03) BOX HA25G
(-8) BOX HA25G
(-9) BOX HA25G

Indicating that (she/he) feels bad about self, is a failure, or has let self or family down.

BOX HA25G

routing

IF HA54-PHQSYCON = 1/YES, GO TO HA55G-PHQSFQCO.
ELSE GO TO BOX HA25H.

MOOD
[3.0, D0500]

PHQSFQCO

HA55G

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25H
(01) BOX HA25H
(02) BOX HA25H
(03) BOX HA25H
(-8) BOX HA25H
(-9) BOX HA25H

Trouble concentrating on things, such as reading the newspaper or watching television.

BOX HA25H

routing

IF HA54-PHQSYMOV = 1/YES, GO TO HA55H-PHQSFQMO.
ELSE GO TO BOX HA25I.

MOOD
[3.0, D0500]
(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL
(-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?
PHQSFQMO

HA55H

CODE ONE

(00) BOX HA25I
(01) BOX HA25I
(02) BOX HA25I
(03) BOX HA25I
(-8) BOX HA25I
(-9) BOX HA25I

Moving or speaking so slowly that other people have noticed. Or the opposite - being so fidgety or restless that
(she/he) has been moving around a lot more than usual.

BOX HA25I

routing

IFHA54-PHQSYSUI= 1/YES, GO TO HA55I-PHQSFQSU.
ELSE GO TO BOX HA25J.

Page 9 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

MOOD
[3.0, D0500]

PHQSFQSU

HA55I

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) BOX HA25J
(01) BOX HA25J
(02) BOX HA25J
(03) BOX HA25J
(-8) BOX HA25J
(-9) BOX HA25J

States that life isn't worth living, wishes for death, or attempts to harm self.

BOX HA25J

routing

IF HA54-PHQSYTEM= 1/YES, GO TO HA55J-PHQSFQTE.
ELSE GO TO HA56-BEHAV

MOOD
[3.0, D0500]

PHQSFQTE

HA55J

CODE ONE

(00) NEVER OR 1 DAY
(01) 2-6 DAYS (SEVERAL DAYS)
(02) 7-11 DAYS (HALF OR MORE OF THE DAYS)
(03) 12-14 DAYS (NEARLY EVERY DAY)
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-8) DON’T KNOW
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, D0500].
(-9) REFUSED
Over the last 2 weeks, would you say the following behavior/ problem was exhibited never or 1 day, for 2 to 6 days
(several days), for 7 to 11 days (half or more of the days), or for 12-14 days (nearly every day)?

(00) HA56-BEHAV
(01) HA56-BEHAV
(02) HA56-BEHAV
(03) HA56-BEHAV
(-8) HA56-BEHAV
(-9) HA56-BEHAV

Being short-tempered, easily annoyed.

BEHAVIOR
BEHAV

HA56

CODE ONE

The next questions are about (SP)'s experiences and behavior on or around (HS REF DATE).

(01) CONTINUE

(01) HA36B-HALLUC

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA35B - DELUS
(01) HA35B - DELUS
(-8) HA35B - DELUS
(-9) HA35B - DELUS

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21B - BSAYSOT
(01) HA21B - BSAYSOT
(-8) HA21B - BSAYSOT
(-9) HA21B - BSAYSOT

PRESS "1" TO CONTINUE.

DEHYDRATION/DELUSIONS/HALLUCINATIONS
[3.0, E0100]
HALLUC

HA36B

YES/NO

Did (SP) experience hallucinations on or around (HS REF DATE)?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

DEHYDRATION/DELUSIONS/HALLUCINATIONS
[3.0, E0100]
DELUS

HA35B

YES/NO

Did (SP) experience delusions on or around (HS REF DATE)?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

Page 10 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
BEHAVIORAL SYMPTOMS
[3.0, E0200]

BSAYSOT

HA21B

code one

How often did the following behavioral problems occur on or around (HS REF DATE)? Would you say the behavior
was not exhibited, occurred 1 to 3 days, occurred 4 to 6 days, but less than daily, or occurred daily?
Physical behavior symptoms directed toward others.

BSVERBOT

HA21B

code one

BEHAVIORAL SYMPTOMS
[3.0, E0200]
Verbal behavior symptoms directed toward others.

BSNOTOT

HA21B

code one

BEHAVIORAL SYMPTOMS
[3.0, E0200]
Other behavioral symptoms not directed toward others.

BOX HA21B

routing

HA21AB

Yes/No

Routing

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) HA21B - BSVERBOT
(01) HA21B - BSVERBOT
(02) HA21B - BSVERBOT
(03) HA21B - BSVERBOT
(-8) HA21B - BSVERBOT
(-9) HA21B - BSVERBOT

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) HA21B - BSNOTOT
(01) HA21B - BSNOTOT
(02) HA21B - BSNOTOT
(03) HA21B - BSNOTOT
(-8) HA21B - BSNOTOT
(-9) HA21B - BSNOTOT

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) BOX HA21B
(01) BOX HA21B
(02) BOX HA21B
(03) BOX HA21B
(-8) BOX HA21B
(-9) BOX HA21B

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21AB - BSELFCAR
(01) HA21AB - BSELFCAR
(-8) HA21AB - BSELFCAR
(-9) HA21AB - BSELFCAR

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21AB - BSELFACT
(01) HA21AB - BSELFACT
(-8) HA21AB - BSELFACT
(-9) HA21AB - BSELFACT

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21BB - BSOTHILL
(01) HA21BB - BSOTHILL
(-8) HA21BB - BSOTHILL
(-9) HHA21BB - BSOTHILL

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21BB - BSOTHACT
(01) HA21BB - BSOTHACT
(-8) HA21BB - BSOTHACT
(-9) HA21BB - BSOTHACT

IF HA21B - BSAYSOT and HA21B - BSVERBOT and HA21B - BSNOTOT = 0/BehaviorNotExhibited, GO TO
HA21CB - BSNOEVAL.
ELSE GO TO HA21AB - BSELFILL.

BEHAVIORAL SYMPTOMS
[3.0, E0500]
BSELFILL

Code List

Did any of (SP)'s behavior…
put the resident at significant risk for physical illness or injury?

BSELFCAR

HA21AB

Yes/No

BEHAVIORAL SYMPTOMS
[3.0, E0500]
significantly interfere with the resident's care?

BSELFACT

HA21AB

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0500]
significantly interfere with the resident's participation in activities or social interactions?
BEHAVIORAL SYMPTOMS
[3.0, E0600]

BSOTHILL

HA21BB

YES/NO
Did any of (SP)'s behavior…
put others at significant risk for physical illness or injury?

Page 11 of 40

2023 MCBS Facility Instrument

Variable Name

BSOTHACT

HS-Health Status

MR Screen Name Question Type

HA21BB

YES/NO

Question Text/Description

Code List

Routing

BEHAVIORAL SYMPTOMS
[3.0, E0600]

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21BB - BSOTHENV
(01) HA21BB - BSOTHENV
(-8) HA21BB - BSOTHENV
(-9) HA21BB - BSOTHENV

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21CB - BSNOEVAL
(01) HA21CB - BSNOEVAL
(-8) HA21CB - BSNOEVAL
(-9) HA21CB - BSNOEVAL

significantly intrude on the privacy or activities of others?

BSOTHENV

HA21BB

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0600]
significantly disrupt care or living environment?

BSNOEVAL

HA21CB

CODE ONE

BEHAVIORAL SYMPTOMS
[3.0, E0800]

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
How often did (SP) reject evaluation or care that is necessary to achieve (his/her) goals for health and well-being on (03) BEHAVIOR OCCURRED DAILY
or around (HS REF DATE)? Would you say the behavior was not exhibited, occurred 1 to 3 days, occurred 4 to 6
(-8) Don't Know
days, but less than daily, or occurred daily?
(-9) Refused

(00) HA21DB - BSOFTWAN
(01) HA21DB - BSOFTWAN
(02) HA21DB - BSOFTWAN
(03) HA21DB - BSOFTWAN
(-8) HA21DB - BSOFTWAN
(-9) HA21DB - BSOFTWAN

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
How often did (SP) wander on or around (HS REF DATE)? Would you say the behavior was not exhibited, occurred
(-8) Don't Know
1 to 3 days, occurred 4 to 6 days, but less than daily, or occurred daily?
(-9) Refused

(00) HA22PREB - HA22PRBC
(01) HA21EB - BSWDANGR
(02) HA21EB - BSWDANGR
(03) HA21EB - BSWDANGR
(-8) HA21EB - BSWDANGR
(-9) HA21EB - BSWDANGR

BEHAVIORAL SYMPTOMS
[3.0, E0900]
BSOFTWAN

HA21DB

CODE ONE

BEHAVIORAL SYMPTOMS
[3.0, E1000]
BSWDANGR

HA21EB

YES/NO

Did any of (SP)'s wandering…

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

HA21EB - BSWOTACT

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

HA22PREB - HA22PRBC

place the resident at significant risk of getting to a potentially dangerous place?

BSWOTACT

HA21EB

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E1000]
significantly intrude on the privacy or activities of others?

Page 12 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

ADLS/PHYSICAL FUNCTIONING
The next questions are about (SP)'s ability to perform Activities of Daily Living or ADLs, on or around (HS REF
DATE).
HA22PRBC

HA22PREB

CODE ONE

I will read you a list of activities and would like you to tell me if (SP)'s self-performance was independent, required
(01) CONTINUE
supervision, required limited assistance, required extensive assistance, was totally dependent, or if the activity did
not occur. [By self-performance I mean what (SP) actually did for (himself/herself) and how much help was required
by staff members.]

HA22B - PFTRNSFR

PRESS "1" TO CONTINUE.

ADLS/PHYSICAL FUNCTIONING
[3.0, G0110]
[SHOW CARD HA1]
PFTRNSFR

HA22B

CODE ONE

Please tell me (SP)'s level of self-performance in…
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
transferring (for example, in and out of bed).

PFLOCOMO

HA22B

CODE ONE

ADLS/PHYSICAL FUNCTIONING
[3.0, G0110]
[SHOW CARD HA1]
locomotion on unit.

PFDRSSNG

HA22B

CODE ONE

ADLS/PHYSICAL FUNCTIONING
[3.0, G0110]
[SHOW CARD HA1]
dressing.

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

HA22B - PFLOCOMO

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

HA22B - PFDRSSNG

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

HA22B - PFEATING

Page 13 of 40

2023 MCBS Facility Instrument

Variable Name

PFEATING

HS-Health Status

MR Screen Name Question Type

HA22B

CODE ONE

Question Text/Description

ADLS/PHYSICAL FUNCTIONING
[3.0, G0110]
[SHOW CARD HA1]
eating.

PFTOILET

HA22B

CODE ONE

ADLS/PHYSICAL FUNCTIONING
[3.0, G0110]
[SHOW CARD HA1]
using the toilet.

ADLS/PHYSICAL FUNCTIONING
[3.0, G0120]
PFBATHNG

HA23B

CODE ONE

Again referring to the time on or around (HS REF DATE), what was (SP)'s level of self-performance when bathing:
was (she/he) independent, did (she/he) require supervision, require physical help limited to transfer only, require
physical help in part of the bathing activity, was (she/he) totally dependent, or did the activity not occur?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

Code List

Routing

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

HA22B - PFTOILET

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

HA23B - PFBATHNG

(00) INDEPENDENT
(01) SUPERVISION
(02)PHYSICAL HELP LIMITED TO TRANSFER ONLY
(03) PHYSICAL HELP IN PART OF BATHING ACTIVITY
HA24PREB - HA24PRBC
(04) TOTAL DEPENDENCE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

MODES OF LOCMOTION
HA24PRBC

HA24PREB

CODE ONE

The next questions are about modes of locomotion and appliances or devices (SP) might have used on or around
(HS REF DATE).

(01) CONTINUE

HA24B - HA24BCOD

(01) a cane or crutch?
(02) a walker?
(03) a manual or electric wheelchair?
(04) a limb prosthesis?
(96) NONE CHECKED
(-8) Don't Know
(-9) Refused

BOX HA14B

PRESS "1" TO CONTINUE.

MODES OF LOCOMOTION
[3.0, G0600]
On or around (HS REF DATE) did (he/she) use…
HA24BCOD

HA24B

CODE ALL

SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
WHEN ABSTRACTING FROM THE MDS, ONLY SELECT "96-NONE OF THE ABOVE" IF THAT IS THE BOX
CHECKED ON THE MDS.

BOX HA14B

routing

GO TO HA25PREB - HA25PRBC.

Page 14 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(01) CONTINUE

HA25B - CTBOWELC

(00) ALWAYS CONTINENT
(01) OCCASIONALLY INCONTINENT
(02) FREQUENTLY INCONTINENT
(03) ALWAYS INCONTINENT
(04) NOT RATED
(-8) Don't Know
(-9) Refused

HA26B - CTBLADDC

(00) ALWAYS CONTINENT
(01) OCCASIONALLY INCONTINENT
(02) FREQUENTLY INCONTINENT
(03) ALWAYS INCONTINENT
(04) NOT RATED
(-8) Don't Know
(-9) Refused

HA28PREB - HA28PRBC

CONTINENCE
HA25PRBC

HA25PREB

CODE ONE

The next questions are about (SP)'s bowel and bladder control on or around (HS REF DATE).
PRESS "1" TO CONTINUE.

CONTINENCE
[3.0, H0400]
CTBOWELC

HA25B

CODE ONE
What was the level of (SP)'s bowel control on or around (HS REF DATE)? Was (she/he) always continent,
occasionally incontinent, frequently incontinent, always incontinent, or was (she/he) not rated?

CONTINENCE
[3.0, H0300]
CTBLADDC

HA26B

CODE ONE
What was the level of (SP)'s bladder control on or around (HS REF DATE)? Was (she/he) always continent,
occasionally incontinent, frequently incontinent, always incontinent, or was (she/he) not rated?

routing

IF CCN=NON-MISSING GO TO HA10B,
ELSE GO TO HA28PREB-HA28PRBC.

HA28PREB

CODE ONE

The questions in the next section deal with (SP)'s active diagnoses or conditions during the time on or around (HS
REF DATE). [By active I mean those diseases associated with (her/his) ADL status, cognition, behavior, medical
treatments, or risk of death on or around (HS REF DATE). Please think about what is in (SP)'s medical record when (01) CONTINUE
answering the following questions.]
PRESS "1" TO CONTINUE.

BOX HA28B

routing

IF XPRIMARY <> EMPTY OR CCN=NON-MISSING , GO TO HA28B - HA28BCD1.
ELSE GO TO HA28B2 - HA28BCD2.

BOX HA28

HA28PRBC

BOX HA28B

Page 15 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

DIAGNOSES/CONDITIONS
[3.0, Section I
MDS ASSESSMENT DATE: (ASSESSMENT DATE)]
HA28BCD1

HA28B

CODE ALL

What active diseases were checked on (SP)'s MDS assessment?
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.

Code List

Routing

(01) ALZHEIMER'S DISEASE
(02) ANEMIA
(03) ANXIETY DISORDER
(04) APHASIA
(05) ARTHRITIS
(06) ASTHMA, COPD, OR CHRONIC LUNG DISEASE
(07) ATRIAL FIBRILLATION OR OTHER
DYSRHYTHMIAS
(08) BENIGN PROSTATIC HYPERPLASIA
(09) CANCER
(10) CATARACTS, GLAUCOMA, OR MACULAR
DEGENERATION
(11) CEREBRAL PALSY
(12) CEREBROVASCULAR ACCIDENT (CVA),
TRANSIENT ISCHEMIC ATTACK (TIA), OR STROKE
(13) CIRRHOSIS
(14) CORONARY ARTERY DISEASE (E.G., ANGINA, MI,
AND ASHD)
(15) DEEP VENOUS THROMBOSIS (DVT),
PULMONARY EMBOLUS (PE) OR PULMONARY
THROMBO-EMBOLISM (PTE)
(16) DEMENTIA, OTHER THAN ALZHEIMER'S
(17) DEPRESSION
(18) DIABETES MELLITUS (E.G., DIABETIC
RETINOPATHY, NEPHROPATHY, AND NEUROPATHY)
(19) GASTROESOPHAGEAL REFLUX DISEASE (GERD)
OR ULCER
(20) HEART FAILURE (E.G., CONGESTIVE HEART
FAILURE (CHF) AND PULMONARY EDEMA)
(21) HEMIPLEGIA/HEMIPARESIS
(22) HIP FRACTURE
(23) HUNTINGTON'S DISEASE
(24) HYPERKALEMIA
(25) HYPERLIPIDEMIA (E.G.,
HYPERCHOLESTEROLEMIA)
(26) HYPERTENSION
(27) HYPONATREMIA
(28) MALNUTRITION OR AT RISK FOR MALNUTRITION
(29) MANIC DEPRESSION (BIPOLAR DISEASE)
(30) MULTIPLE SCLEROSIS
(31) NEUROGENIC BLADDER
(32) OBSTRUCTIVE UROPATHY
(33) ORTHOSTATIC HYPOTENSION
(34) OSTEOPOROSIS
(35) OTHER FRACTURE
(36) PARAPLEGIA
(37) PARKINSON'S DISEASE
(38) PERIPHERAL VASCULAR DISEASE (PVD) OR
PERIPHERAL ARTERIAL DISEASE (PAD)
(39) POST TRAUMATIC STRESS DISORDER (PTSD)
(40) PSYCHOTIC DISORDER (OTHER THAN
SCHIZOPHRENIA)
(41) QUADRIPLEGIA
(42) RENAL INSUFFICIENCY, RENAL FAILURE, OR
END-STAGE RENAL DISEASE (ESRD)
(43) RESPIRATORY FAILURE
(44) SCHIZOPHRENIA
(45) SEIZURE DISORDER OR EPILEPSY
(46) THYROID DISORDER (E.G., HYPOTHYROIDISM,
HYPERTHYROIDISM, AND HASHIMOTO'S
THYROIDITIS)
(47) TOURETTE'S SYNDROME
(48) TRAUMATIC BRAIN INJURY
(49) ULCERATIVE COLITIS, CROHN'S DISEASE, OR
INFLAMMATORY BOWEL DISEASE
(91) OTHER
(96) NONE OF THE ABOVE

(01) HA29B - HA29BCOD
(02) HA29B - HA29BCOD
(03) HA29B - HA29BCOD
(04) HA29B - HA29BCOD
(05) HA29B - HA29BCOD
(06) HA29B - HA29BCOD
(07) HA29B - HA29BCOD
(08) HA29B - HA29BCOD
(09) HA29B - HA29BCOD
(10) HA29B - HA29BCOD
(11) HA29B - HA29BCOD
(12) HA29B - HA29BCOD
(13) HA29B - HA29BCOD
(14) HA29B - HA29BCOD
(15) HA29B - HA29BCOD
(16) HA29B - HA29BCOD
(17) HA29B - HA29BCOD
(18) HA29B - HA29BCOD
(19) HA29B - HA29BCOD
(20) HA29B - HA29BCOD
(21) HA29B - HA29BCOD
(22) HA29B - HA29BCOD
(23) HA29B - HA29BCOD
(24) HA29B - HA29BCOD
(25) HA29B - HA29BCOD
(26) HA29B - HA29BCOD
(27) HA29B - HA29BCOD
(28) HA29B - HA29BCOD
(29) HA29B - HA29BCOD
(30) HA29B - HA29BCOD
(31) HA29B - HA29BCOD
(32) HA29B - HA29BCOD
(33) HA29B - HA29BCOD
(34) HA29B - HA29BCOD
(35) HA29B - HA29BCOD
(36) HA29B - HA29BCOD
(37) HA29B - HA29BCOD
(38) HA29B - HA29BCOD
(39) HA29B - HA29BCOD
(40) HA29B - HA29BCOD
(41) HA29B - HA29BCOD
(42) HA29B - HA29BCOD
(43) HA29B - HA29BCOD
(44) HA29B - HA29BCOD
(45) HA29B - HA29BCOD
(46) HA29B - HA29BCOD
(47) HA29B - HA29BCOD
(48) HA29B - HA29BCOD
(49) HA29B - HA29BCOD
(91) HA28B - HA28BOSP
(96) HA29B - HA29BCOD

Page 16 of 40

2023 MCBS Facility Instrument

Variable Name
HA28BOSP

MR Screen Name Question Type
HA28B
VERBATIM TEXT

HS-Health Status

Question Text/Description
OTHER (SPECIFY)

Code List
(01) CONTINUOUS ANSWER

Routing
HA29B - HA29BCOD

Page 17 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

(SHOW CARD HA3)
HA28BCD2

HA28B2

CODE ALL

Look at the following list and tell me what active diseases did (SP) have on or around (HS REF DATE).
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.

Code List

Routing

(01) ALZHEIMER'S DISEASE
(02) ANEMIA
(03) ANXIETY DISORDER
(04) APHASIA
(05) ARTHRITIS
(06) ASTHMA, COPD, OR CHRONIC LUNG DISEASE
(07) ATRIAL FIBRILLATION OR OTHER
DYSRHYTHMIAS
(08) BENIGN PROSTATIC HYPERPLASIA
(09) CANCER
(10) CATARACTS, GLAUCOMA, OR MACULAR
DEGENERATION
(11) CEREBRAL PALSY
(12) CEREBROVASCULAR ACCIDENT (CVA),
TRANSIENT ISCHEMIC ATTACK (TIA), OR STROKE
(13) CIRRHOSIS
(14) CORONARY ARTERY DISEASE (E.G., ANGINA, MI,
AND ASHD)
(15) DEEP VENOUS THROMBOSIS (DVT),
PULMONARY EMBOLUS (PE) OR PULMONARY
THROMBO-EMBOLISM (PTE)
(16) DEMENTIA, OTHER THAN ALZHEIMER'S
(17) DEPRESSION
(18) DIABETES MELLITUS (E.G., DIABETIC
RETINOPATHY, NEPHROPATHY, AND NEUROPATHY)
(19) GASTROESOPHAGEAL REFLUX DISEASE (GERD)
OR ULCER
(20) HEART FAILURE (E.G., CONGESTIVE HEART
FAILURE (CHF) AND PULMONARY EDEMA)
(21) HEMIPLEGIA/HEMIPARESIS
(22) HIP FRACTURE
(23) HUNTINGTON'S DISEASE
(24) HYPERKALEMIA
(25) HYPERLIPIDEMIA (E.G.,
HYPERCHOLESTEROLEMIA)
(26) HYPERTENSION
(27) HYPONATREMIA
(28) MALNUTRITION OR AT RISK FOR MALNUTRITION
(29) MANIC DEPRESSION (BIPOLAR DISEASE)
(30) MULTIPLE SCLEROSIS
(31) NEUROGENIC BLADDER
(32) OBSTRUCTIVE UROPATHY
(33) ORTHOSTATIC HYPOTENSION
(34) OSTEOPOROSIS
(35) OTHER FRACTURE
(36) PARAPLEGIA
(37) PARKINSON'S DISEASE
(38) PERIPHERAL VASCULAR DISEASE (PVD) OR
PERIPHERAL ARTERIAL DISEASE (PAD)
(39) POST TRAUMATIC STRESS DISORDER (PTSD)
(40) PSYCHOTIC DISORDER (OTHER THAN
SCHIZOPHRENIA)
(41) QUADRIPLEGIA
(42) RENAL INSUFFICIENCY, RENAL FAILURE, OR
END-STAGE RENAL DISEASE (ESRD)
(43) RESPIRATORY FAILURE
(44) SCHIZOPHRENIA
(45) SEIZURE DISORDER OR EPILEPSY
(46) THYROID DISORDER (E.G., HYPOTHYROIDISM,
HYPERTHYROIDISM, AND HASHIMOTO'S
THYROIDITIS)
(47) TOURETTE'S SYNDROME
(48) TRAUMATIC BRAIN INJURY
(49) ULCERATIVE COLITIS, CROHN'S DISEASE, OR
INFLAMMATORY BOWEL DISEASE
(91) OTHER
(96) NONE OF THE ABOVE
(-8) DON'T KNOW
(-9) REFUSED

(01) HA29B - HA29BCOD
(02) HA29B - HA29BCOD
(03) HA29B - HA29BCOD
(04) HA29B - HA29BCOD
(05) HA29B - HA29BCOD
(06) HA29B - HA29BCOD
(07) HA29B - HA29BCOD
(08) HA29B - HA29BCOD
(09) HA29B - HA29BCOD
(10) HA29B - HA29BCOD
(11) HA29B - HA29BCOD
(12) HA29B - HA29BCOD
(13) HA29B - HA29BCOD
(14) HA29B - HA29BCOD
(15) HA29B - HA29BCOD
(16) HA29B - HA29BCOD
(17) HA29B - HA29BCOD
(18) HA29B - HA29BCOD
(19) HA29B - HA29BCOD
(20) HA29B - HA29BCOD
(21) HA29B - HA29BCOD
(22) HA29B - HA29BCOD
(23) HA29B - HA29BCOD
(24) HA29B - HA29BCOD
(25) HA29B - HA29BCOD
(26) HA29B - HA29BCOD
(27) HA29B - HA29BCOD
(28) HA29B - HA29BCOD
(29) HA29B - HA29BCOD
(30) HA29B - HA29BCOD
(31) HA29B - HA29BCOD
(32) HA29B - HA29BCOD
(33) HA29B - HA29BCOD
(34) HA29B - HA29BCOD
(35) HA29B - HA29BCOD
(36) HA29B - HA29BCOD
(37) HA29B - HA29BCOD
(38) HA29B - HA29BCOD
(39) HA29B - HA29BCOD
(40) HA29B - HA29BCOD
(41) HA29B - HA29BCOD
(42) HA29B - HA29BCOD
(43) HA29B - HA29BCOD
(44) HA29B - HA29BCOD
(45) HA29B - HA29BCOD
(46) HA29B - HA29BCOD
(47) HA29B - HA29BCOD
(48) HA29B - HA29BCOD
(49) HA29B - HA29BCOD
(91) DO NOT DISPLAY
(96) HA29B - HA29BCOD
(-8) HA29B - HA29BCOD
(-9) HA29B - HA29BCOD

Page 18 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

DIAGNOSES/CONDITIONS
[3.0, Section I
MDS ASSESSMENT DATE: (ASSESSMENT DATE)]
(SHOW CARD HA4)

HA29BCOD

OTMDSDIA

HA29B

CODE ALL

BOX HA15B

routing

HA30B

YES/NO

(01) MULTIDRUG-RESISTANT ORGANISM (MDRO)
(02) PNEUMONIA
(03) SEPTICEMIA
(04) TUBERCULOSIS
[What active infections were checked on (SP)'s MDS assessment?]
(05) URINARY TRACT INFECTION IN LAST 30 DAYS
[Look at the following list and tell me what active infections (SP) had on or around (HS REF DATE) according to the
(06) VIRAL HEPATITIS
medical record notes.]
(07) WOUND INFECTION (OTHER THAN FOOT)
(96) NONE OF THE ABOVE
SELECT ALL THAT APPLY.
(-8) Don't Know
SEPARATE RESPONSES BY USING THE SPACEBAR.
(-9) Refused
WHEN ABSTRACTING FROM THE MDS, ONLY SELECT "96-NONE OF THE ABOVE" IF THAT IS THE BOX
CHECKED ON THE MDS.

BOX HA15B

IF XPRIMARY <> EMPTY, GO TO HA30B - OTMDSDIA.
ELSE GO TO BOX HA16B.

DIAGNOSES/CONDITIONS
[3.0, I8000
MDS ASSESSMENT DATE: (ASSESSMENT DATE)]
Were there any active diagnoses entered on the MDS form in the section for additional active diagnoses?

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA16B
(01) HA31B - HA31BCOD
(-8) BOX HA16B
(-9) BOX HA16B

Page 19 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

DIAGNOSES/CONDITIONS
[3.0, Section I]
SHOW CARD HA5
HA31BCOD

HA31B

code all

What were the diagnoses?
SELECT ALL THAT APPLY
SEPARATE RESPONSES BY USING THE SPACEBAR.
ENTER ICD 10 CODES WHEN DIAGNOSIS TEXT IS MISSING OR ILLEGIBLE.

Code List

Routing

(01) AGITATION
(02) ALCOHOL DEPENDENCY
(03) ALLERGIES
(04) ANOREXIA
(05) AORTIC STENOSIS
(06) ATAXIA
(07) ATYPICAL PSYCHOSIS
(08) BLINDNESS
(09) BREAST DISORDERS
(11) CEREBRAL DEGENERATION
(12) CLINICAL OBESITY
(13) CLOSTRIDIUM DIFFICILE (C.DIFF.)
(14) CONJUNCTIVITIS
(15) CONSTIPATION
(16) DEGENERATIVE JOINT DISEASE
(17) DIAPHRAGMATIC HERNIA (HIATAL HERNIA)
(18) DIVERTICULA OF COLON
(20) DYSPHAGIA (SWALLOWING DIFFICULTIES)
(21) EDEMA (OTHER THAN PULMONARY)
(22) GASTRITIS/DUODENITIS
(23) GASTROENTERITIS, NONINFECTIOUS
(24) GASTROINTESTINAL HEMORRHAGE
(25) GOUT
(26) HEMORRHAGE OF ESOPHAGUS
(27) HIV INFECTION
(28) HYPERPLASIA OF PROSTATE
(29) HYPOPOTASSEMIA/HYPOKALEMIA
(30) HYPOTENSION (OTHER THAN ORTHOSTATIC)
(31) INSOMNIA
(32) KYPHOSIS
(33) MISSING LIMB (E.G., AMPUTATION)
(34) NONPSYCHOTIC BRAIN SYNDROME
(35) ORGANIC BRAIN SYNDROME
(36) OSTEOARTHRITIS
(37) PATHOLOGICAL BONE FRACTURE
(38) RENAL URETERAL DISORDER
(39) RESPIRATORY INFECTION
(40) SCOLIOSIS
(41) SEXUALLY TRANSMITTED DISEASES
(42) SPINAL STENOSIS
(43) ULCER OF LEG, CHRONIC
(44) URINARY RETENTION
(45) VERTIGO
(91) OTHER DIAGNOSIS 1
(92) OTHER DIAGNOSIS 2
(93) OTHER DIAGNOSIS 3
(94) OTHER DIAGNOSIS 4
(95) OTHER DIAGNOSIS 5
(96) OTHER DIAGNOSIS 6
(97) OTHER DIAGNOSIS 7
(98) OTHER DIAGNOSIS 8
(99) OTHER DIAGNOSIS 9
(100) OTHER DIAGNOSIS 10

(01) BOX HA16A1
(02) BOX HA16A1
(03) BOX HA16A1
(04) BOX HA16A1
(05) BOX HA16A1
(06) BOX HA16A1
(07) BOX HA16A1
(08) BOX HA16A1
(09) BOX HA16A1
(11) BOX HA16A1
(12) BOX HA16A1
(13) BOX HA16A1
(14) BOX HA16A1
(15) BOX HA16A1
(16) BOX HA16A1
(17) BOX HA16A1
(18) BOX HA16A1
(20) BOX HA16A1
(21) BOX HA16A1
(22) BOX HA16A1
(23) BOX HA16A1
(24) BOX HA16A1
(25) BOX HA16A1
(26) BOX HA16A1
(27) BOX HA16A1
(28) BOX HA16A1
(29) BOX HA16A1
(30) BOX HA16A1
(31) BOX HA16A1
(32) BOX HA16A1
(33) BOX HA16A1
(34) BOX HA16A1
(35) BOX HA16A1
(36) BOX HA16A1
(37) BOX HA16A1
(38) BOX HA16A1
(39) BOX HA16A1
(40) BOX HA16A1
(41) BOX HA16A1
(42) BOX HA16A1
(43) BOX HA16A1
(44) BOX HA16A1
(45) BOX HA16A1
(91) BOX HA16A1
(92) BOX HA16A1
(93) BOX HA16A1
(94) BOX HA16A1
(95) BOX HA16A1
(96) BOX HA16A1
(97) BOX HA16A1
(98) BOX HA16A1
(99) BOX HA16A1
(100) BOX HA16A1

Page 20 of 40

2023 MCBS Facility Instrument

Variable Name

MDCOTH1

MDCOTH2

MDCOTH3

MDCOTH4

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA16A1

routing

IF HA31B - HA31BCOD INCLUDES 91/Other1, THEN GO TO HA31BO1 - MDCOTH1.
ELSE GO TO BOX HA16A2.

HA31BO1

text

ENTER OTHER DIAGNOSIS 1.
OTHER (SPECIFY)

BOX HA16A2

routing

IF HA31B - HA31BCOD INCLUDES 92/Other2, THEN GO TO HA31BO2 - MDCOTH2.
ELSE GO TO BOX HA16A3.

HA31BO2

TEXT

ENTER OTHER DIAGNOSIS 2.
OTHER (SPECIFY)

BOX HA16A3

routing

IF HA31B - HA31BCOD INCLUDES 93/Other3, THEN GO TO HA31BO3 - MDCOTH3.
ELSE GO TO BOX HA16A4.

HA31BO3

TEXT

ENTER OTHER DIAGNOSIS 3.
OTHER (SPECIFY)

BOX HA16A4

routing

IF HA31B - HA31BCOD INCLUDES 94/Other4, THEN GO TO HA31BO4 - MDCOTH4.
ELSE GO TO BOX HA16B.

HA31BO4

TEXT

ENTER OTHER DIAGNOSIS 4.
OTHER (SPECIFY)

BOX HA16A5

routing

IF HA31B - HA31BCOD INCLUDES 95/Other5, THEN GO TO HA31BO5 - MDCOTH5.
ELSE GO TO BOX HA16B.

Code List

Routing

(01) CONTINUOUS ANSWER

BOX HA16A2

(01) CONTINUOUS ANSWER

BOX HA16A3

(01) CONTINUOUS ANSWER

BOX HA16A4

(01) CONTINUOUS ANSWER

BOX HA16A5

Page 21 of 40

2023 MCBS Facility Instrument

HS-Health Status

Variable Name

MR Screen Name Question Type

Question Text/Description

Code List

Routing

MDCOTH5

HA31BO5

TEXT

ENTER OTHER DIAGNOSIS 5.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16A6

BOX HA16A6

routing

IF HA31B - HA31BCOD INCLUDES 96/Other6, THEN GO TO HA31BO6 - MDCOTH6.
ELSE GO TO BOX HA16B.

HA31BO6

TEXT

ENTER OTHER DIAGNOSIS 6.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16A7

BOX HA16A7

routing

IF HA31B - HA31BCOD INCLUDES 97/Other7, THEN GO TO HA31BO7 - MDCOTH7.
ELSE GO TO BOX HA16B.

HA31BO7

TEXT

ENTER OTHER DIAGNOSIS 7.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16A8

BOX HA16A8

routing

IF HA31B - HA31BCOD INCLUDES 98/Other8, THEN GO TO HA31BO8 - MDCOTH8.
ELSE GO TO BOX HA16B.

HA31BO8

TEXT

ENTER OTHER DIAGNOSIS 8.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16A9

BOX HA16A9

routing

IF HA31B - HA31BCOD INCLUDES 99/Other9, THEN GO TO HA31BO9 - MDCOTH9.
ELSE GO TO BOX HA16B.

HA31BO9

TEXT

ENTER OTHER DIAGNOSIS 9.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16A10

BOX HA16A10

routing

IF HA31B - HA31BCOD INCLUDES 100/Other10, THEN GO TO HA31BO10 - MDCOTH10.
ELSE GO TO BOX HA16B.

HA31BO10

TEXT

ENTER OTHER DIAGNOSIS 10.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16B

MDCOTH6

MDCOTH7

MDCOTH8

MDCOTH9

MDCOTH10

Page 22 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA16B

IF HA11B - COMATOSE = 1/YesComatose, GO TO BOX HA16AB.
ELSE IF CCN=NON-MISSING THEN GO TO HA10B-HA10BCOD.
ELSE, GO TO HA34PREB - HA34PRBC.

routing

Code List

Routing

DEHYDRATION
HA34PRBC

HA34PREB

CODE ONE

The next few items are about the other conditions (SP) may have had on or around (HS REF DATE). (Again, please
(01) CONTINUE
refer to the MDS.)

HA34B - DEHYD

PRESS "1" TO CONTINUE.

DEHYD

HA34B

YES/NO

DEHYDRATION
[3.0, J1550]
Did (SP) experience dehydration on or around (HS REF DATE)? PRESS F1 KEY FOR COMPLETE DEFINITIONS.

SWALLOWING/ORAL PROBLEMS
[3.0, K0100]
On or around (HS REF DATE), did (SP) experience the swallowing problem of…
HA37ABCO

HA37AB

CODE ALL
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.
WHEN ABSTRACTING FROM THE MDS, ONLY SELECT "96-NONE OF THE ABOVE" IF THAT IS THE BOX
CHECKED ON THE MDS.

SWALLOWING/ORAL PROBLEMS
[3.0, L0200]
On or around (HS REF DATE), did (SP) experience the oral problem of…
HA37BBCO

HA37BB

CODE ALL
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.
WHEN ABSTRACTING FROM THE MDS, ONLY SELECT "96-NONE OF THE ABOVE" IF THAT IS THE BOX
CHECKED ON THE MDS.

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

HA37AB - HA37ABCO

(01) a loss of liquids or solids from mouth when eating
or drinking?
(02) holding food in mouth or cheeks or residual food in
mouth after meals?
(03) coughing or choking during meals or when
swallowing medications?
(04) complaints of difficulty or pain with swallowing?
(96) NONE OF THE ABOVE
(-8) Don't Know
(-9) Refused

(01) HA37BB - HA37BBCO
(02) HA37BB - HA37BBCO
(03) HA37BB - HA37BBCO
(04) HA37BB - HA37BBCO
(96) HA37BB - HA37BBCO

(01) broken or loosely fitting full or partial denture?
(02) no natural teeth or tooth fragments?
(03) abnormal mouth tissue (ulcers, masses, oral
lesions)?
(04) obvious or likely cavity or broken natural teeth?
(05) inflamed or bleeding gums or loose natural teeth?
(06) mouth or facial pain, discomfort or difficulty with
chewing?
(07) UNABLE TO EXAMINE
(96) NONE OF THE ABOVE
(-8) Don't Know
(-9) Refused

(01) BOX HA16AB
(02) BOX HA16AB
(03) BOX HA16AB
(04) BOX HA16AB
(05) BOX HA16AB
(06) BOX HA16AB
(07) BOX HA16AB
(96) BOX HA16AB

Page 23 of 40

2023 MCBS Facility Instrument

Variable Name

HEIGHT

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA16AB

IF PERS.PERSRNDC = CURRENT ROUND, OR CURRENT ROUND IS FALL ROUND, GO TO HA38B - HEIGHT.
ELSE, GO TO HA39B - FCWEIGHT.

HA38B

routing

CODE ONE

ORAL/NUTRITIONAL STATUS
[3.0, K0200]
What (is/was) (SP)'s height in inches?

FCWEIGHT

HA39B

CODE ONE

ORAL/NUTRITIONAL STATUS
[3.0, K0200]
What was (SP)'s weight on or around (HS REF DATE)?

BOX HA17BB

routing

Code List

Routing

(01) Continuous
(-8) Don't Know
(-9) Refused

(01) HA39B - FCWEIGHT
(-8) HA39B - FCWEIGHT
(-9) HA39B - FCWEIGHT

(01) Continuous
(-8) Don't Know
(-9) Refused

(01) BOX HA17BB
(-8) BOX HA17BB
(-9) BOX HA17BB

GO TO HA10B - HA10BCOD.

ADVANCED DIRECTIVES
NOT ON MDS
(The following questions of the health status section can be pulled from (SP's) medical records, but there may be a
few items that require the MDS.)
HA10BCOD

HA10B

CODE ALL

(01)a Living Will?
(02) instructions not to resuscitate?
(03) instructions not to hospitalize?
Now, please tell me which of the following advanced directives were listed in (SP)'s record or chart for the period on (04) restrictions on feeding, medication, or other treatment
or around (HS REF DATE).
restrictions?
(96) NONE CHECKED
Did (SP)'s record indicate…
(-8) Don't Know

(01)HA32 - OTACTDIA
(02) HA32 - OTACTDIA
(03) HA32 - OTACTDIA
(04) HA32 - OTACTDIA
(96) HA32 - OTACTDIA
(-8) HA32 - OTACTDIA

SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.

DIAGNOSES/CONDITIONS
NOT ON MDS
OTACTDIA

HA32

YES/NO

Can you add any other active diagnoses for (SP) on or around (HS REF DATE) that have not yet been mentioned?
Please refer to the medical record including (SP)'s medications chart for (HS REF DATE MONTH).

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA15A
(01) HA33 - HA33CODE
(-8) BOX HA15A
(-9) BOX HA15A

PRESS F1 KEY FOR COMPLETE DEFINITIONS.

Page 24 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

DIAGNOSES/CONDITIONS
NOT ON MDS
SHOW CARD HA5
HA33CODE

HA33

CODE ALL

What were the diagnoses?
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.
ENTER ICD-10 CODES, IF AVAILABLE, WHEN DIAGNOSIS TEXT IS MISSING OR ILLEGIBLE.

NMDCOTH1

BOX HA15AA1

routing

IF HA33 - HA33CODE INCLUDES 91/Other1, THEN GO TO HA33O1 - NMDCOTH1.
ELSE GO TO BOX HA15AA2.

HA33O1

TEXT

ENTER OTHER DIAGNOSIS 1.
OTHER (SPECIFY)

BOX HA15AA2

routing

IF HA33 - HA33CODE INCLUDES 92/Other2, THEN GO TO HA33O2 - NMDCOTH2.
ELSE GO TO BOX HA15AA3.

Code List

Routing

(1) AGITATION
(2) ALCOHOL DEPENDENCY
(3) ALLERGIES
(4) ANOREXIA
(5) AORTIC STENOSIS
(6) ATAXIA
(7) ATYPICAL PSYCHOSIS
(8) BLINDNESS
(9) BREAST DISORDERS
(11) CEREBRAL DEGENERATION
(12) CLINICAL OBESITY
(13) CLOSTRIDIUM DIFFICILE (C.DIFF.)
(14) CONJUNCTIVITIS
(15) CONSTIPATION
(16) DEGENERATIVE JOINT DISEASE
(17) DIAPHRAGMATIC HERNIA (HIATAL HERNIA)
(18) DIVERTICULA OF COLON
(20) DYSPHAGIA (SWALLOWING DIFFICULTIES)
(21) EDEMA (OTHER THAN PULMONARY)
(22) GASTRITIS/DUODENITIS
(23) GASTROENTERITIS, NONINFECTIOUS
(24) GASTROINTESTINAL HEMORRHAGE
(25) GOUT
(26) HEMORRHAGE OF ESOPHAGUS
(27) HIV INFECTION
(28) HYPERPLASIA OF PROSTATE
(29) HYPOPOTASSEMIA/HYPOKALEMIA
(30) HYPOTENSION (OTHER THAN ORTHOSTATIC)
(31) INSOMNIA
(32) KYPHOSIS
(33) MISSING LIMB (E.G., AMPUTATION)
(34) NONPSYCHOTIC BRAIN SYNDROME
(35) ORGANIC BRAIN SYNDROME
(36) OSTEOARTHRITIS
(37) PATHOLOGICAL BONE FRACTURE
(38) RENAL URETERAL DISORDER
(39) RESPIRATORY INFECTION
(40) SCOLIOSIS
(41) SEXUALLY TRANSMITTED DISEASES
(42) SPINAL STENOSIS
(43) ULCER OF LEG, CHRONIC
(44) URINARY RETENTION
(45) VERTIGO
(91) OTHER DIAGNOSIS 1
(92) OTHER DIAGNOSIS 2
(93) OTHER DIAGNOSIS 3
(94) OTHER DIAGNOSIS 4
(95) OTHER DIAGNOSIS 5
(96) OTHER DIAGNOSIS 6
(97) OTHER DIAGNOSIS 7
(98)OTHER DIAGNOSIS 8
(99) OTHER DIAGNOSIS 9
(100) OTHER DIAGNOSIS 10

(1) BOX HA15AA1
(2) BOX HA15AA1
(3) BOX HA15AA1
(4) BOX HA15AA1
(5) BOX HA15AA1
(6) BOX HA15AA1
(7) BOX HA15AA1
(8) BOX HA15AA1
(9) BOX HA15AA1
(11) BOX HA15AA1
(12 )BOX HA15AA1
(13) BOX HA15AA1
(14) BOX HA15AA1
(15) BOX HA15AA1
(16) BOX HA15AA1
(17) BOX HA15AA1
(18) BOX HA15AA1
(20) BOX HA15AA1
(21) BOX HA15AA1
(22) BOX HA15AA1
(23) BOX HA15AA1
(24) BOX HA15AA1
(25) BOX HA15AA1
(26) BOX HA15AA1
(27) BOX HA15AA1
(28) BOX HA15AA1
(29) BOX HA15AA1
(30) BOX HA15AA1
(31) BOX HA15AA1
(32) BOX HA15AA1
(33) BOX HA15AA1
(34) BOX HA15AA1
(35) BOX HA15AA1
(36) BOX HA15AA1
(37) BOX HA15AA1
(38) BOX HA15AA1
(39) BOX HA15AA1
(40) BOX HA15AA1
(41) BOX HA15AA1
(42) BOX HA15AA1
(43) BOX HA15AA1
(44) BOX HA15AA1
(45) BOX HA15AA1
(91) BOX HA15AA1
(92) BOX HA15AA1
(93) BOX HA15AA1
(94) BOX HA15AA1
(95) BOX HA15AA1
(96) BOX HA15AA1
(97) BOX HA15AA1
(98) BOX HA15AA1
(99) BOX HA15AA1
(100) BOX HA15AA1

(01) Continuous

BOX HA15AA2

Page 25 of 40

2023 MCBS Facility Instrument

HS-Health Status

Variable Name

MR Screen Name Question Type

Question Text/Description

Code List

Routing

NMDCOTH2

HA33O2

TEXT

ENTER OTHER DIAGNOSIS 2.
OTHER (SPECIFY)

(01) Continuous

BOX HA15AA3

BOX HA15AA3

routing

IF HA33 - HA33CODE INCLUDES 93/Other3, THEN GO TO HA33O3 - NMDCOTH3.
ELSE GO TO BOX HA15AA4.

HA33O3

TEXT

ENTER OTHER DIAGNOSIS 3.
OTHER (SPECIFY)

(01) Continuous

BOX HA15AA4

BOX HA15AA4

routing

IF HA33 - HA33CODE INCLUDES 94/Other4, THEN GO TO HA33O4 - NMDCOTH4.
ELSE GO TO BOX HA15A.

HA33O4

TEXT

ENTER OTHER DIAGNOSIS 4.
OTHER (SPECIFY)

(01) CONTINUE

BOX HA15AA5

BOX HA15AA5

routing

IF HA33 - HA33CODE INCLUDES 95/Other5, THEN GO TO HA33O5 - NMDCOTH5.
ELSE GO TO BOX HA15A.

HA33O45

TEXT

ENTER OTHER DIAGNOSIS 5.
OTHER (SPECIFY)

(01) CONTINUE

BOX HA15AA6

BOX HA15AA6

routing

IF HA33 - HA33CODE INCLUDES 96/Other6, THEN GO TO HA33O6 - NMDCOTH6.
ELSE GO TO BOX HA15A.

HA33O6

TEXT

ENTER OTHER DIAGNOSIS 6.
OTHER (SPECIFY)

(01) CONTINUE

BOX HA15AA7

BOX HA15AA7

routing

IF HA33 - HA33CODE INCLUDES 97/Other7, THEN GO TO HA33O7 - NMDCOTH7.
ELSE GO TO BOX HA15A.

HA33O7

TEXT

ENTER OTHER DIAGNOSIS 7.
OTHER (SPECIFY)

(01) CONTINUE

BOX HA15AA8

BOX HA15AA8

routing

IF HA33 - HA33CODE INCLUDES 98/Other8, THEN GO TO HA33O8 - NMDCOTH8.
ELSE GO TO BOX HA15A.

HA33O8

TEXT

ENTER OTHER DIAGNOSIS 8.
OTHER (SPECIFY)

(01) CONTINUE

BOX HA15AA9

NMDCOTH3

NMDCOTH4

NMDCOTH5

NMDCOTH6

NMDCOTH7

NMDCOTH8

Page 26 of 40

2023 MCBS Facility Instrument

Variable Name

NMDCOTH9

NMDCOTH10

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA15AA9

routing

IF HA33 - HA33CODE INCLUDES 99/Other9, THEN GO TO HA33O9 - NMDCOTH9.
ELSE GO TO BOX HA15A.

HA33O9

TEXT

ENTER OTHER DIAGNOSIS 9.
OTHER (SPECIFY)

BOX HA15AA10

routing

IF HA33 - HA33CODE INCLUDES 100/Other10, THEN GO TO HA33O10 - NMDCOTH10.
ELSE GO TO BOX HA15A.

HA3310

TEXT

ENTER OTHER DIAGNOSIS 10.
OTHER (SPECIFY)

BOX HA15A

routing

IF CCN= NON-MISSING, GO TO HA33A-HA33ACAN.
ELSE IF HA28B - HA28BCD1 OR HA28B2 - HA28BCD2 INCLUDES 9/Cancer, GO TO HA33PRE - HA33PREC.
ELSE, GO TO HA33D - MYOCARD.

DIAGNOSES/CONDITIONS
[3.0, I0100]
MDS ASSESSMENT DATE: (ASSESSMENT DATE)]
HA33ACAN

HA33A

CODE ONE
Was cancer checked on the MDS assessment in the section for active diagnoses?

HA33PREC

HA33PRE

CODE ONE

[While you are referring to (SP)'s medical record/(Now)] I have some (additional) questions about the conditions you
mentioned earlier. (These questions cannot be found on the MDS).

Code List

Routing

(01) CONTINUE

BOX HA15AA10

(01) CONTINUE

BOX HA15A

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA33D-MYOCARD
(01) HA33B- HA33BCOD
(-8) HA33D-MYOCARD
(-9) HA33D-MYOCARD

(01) CONTINUE

HA33B - HA33BCOD

PRESS "1" TO CONTINUE.

(01) BLADDER
(02) BREAST
(03) CERVIX
(04) COLON, RECTUM, OR BOWEL
(05) LUNG
(06) OVARY
(07) PROSTATE
(08) SKIN
(09) STOMACH
(10) UTERUS
(91) OTHER

(01) HA33D - MYOCARD
(02) HA33D - MYOCARD
(03) HA33D - MYOCARD
(04) HA33D - MYOCARD
(05) HA33D - MYOCARD
(06) HA33D - MYOCARD
(07) HA33D - MYOCARD
(08) HA33D - MYOCARD
(09) HA33D - MYOCARD
(10) HA33D - MYOCARD
(91) HA33B - CNROTHOS

OTHER (SPECIFY)

(01) Continuous answer

HA33D - MYOCARD

CONDITIONS
NOT ON MDS

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA33E - CATAROP
(01) HA33E - CATAROP
(-8) HA33E - CATAROP
(-9) HA33E - CATAROP

Please refer to (SP)'s medical record and tell me in what part or parts of the body was the cancer found?
HA33BCOD

HA33B

CODE ALL

CNROTHOS

HA33B

TEXT

MYOCARD

HA33D

YES/NO

SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.

Still referring to the medical record, has (SP) ever had a myocardial infarction or heart attack?

Page 27 of 40

2023 MCBS Facility Instrument

Variable Name

CATAROP

HS-Health Status

MR Screen Name Question Type

HA33E

YES/NO

Question Text/Description

Code List

Routing

VISION
NOT ON MDS

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA15F
(01) BOX HA15F
(-8) BOX HA15F
(-9) BOX HA15F

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA33G - OTHCAUS
(01) BOX HA15E
(-8) BOX HA17B
(-9) BOX HA17B

(01) Continuous

BOX HA17B

(01) PLEASE SEE ITEM DISPLAY INSTRUCTIONS

BOX HA17B

(01) Continue

HA43A - MAMMOGR

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA17C
(01) BOX HA17C
(-8) BOX HA17C
(-9) BOX HA17C

Has (SP) ever had an operation for cataracts?

BOX HA15F

routing

IF CORE OR (SP IS CFR, FCF, CFC, OR FFC) OR (SP IS IPR AND PERS.AGE >= 65), GO TO BOX HA17B.
IF NO CONDITIONS ARE INDICATED, GO TO HA33G - OTHCAUS.
ELSE, GO TO HA33F - CAUSEMCR.

You told me that (SP) has had [READ CONDITIONS LISTED BELOW.]
CAUSEMCR

HA33F

YES/NO
(Was this/Were any of these) the original cause of (SP)'s becoming eligible for Medicare?

OTHCAUS

HA33HCOD

HA33G

VERBATIM TEXT

What was the original cause of (SP)'s becoming eligible for Medicare?
RECORD VERBATIM

BOX HA15E

routing

IF RESPONDENT REPORTED MORE THAN ONE CONDITION IN HA28B-HA33E, GO TO HA33H - HA33HCOD.
ELSE, GO TO BOX HA17B.

HA33H

CODE ALL

Which of these conditions was a cause of (him/her) becoming eligible for Medicare?

BOX HA17B

routing

IF SP IS FEMALE, GO TO HA43APRE - HA43APRC.
ELSE GO TO HA43DAPR - HA43DAPC.

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS
HA43APRC

HA43APRE

CODE ONE

The next items are about procedures (SP) may have had since (CURRENT MONTH AND DAY) a year ago.
PRESS "1" TO CONTINUE.

MAMMOGR

HA43A

YES/NO

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS
Since (MONTH & DAY OF TODAY'S DATE) a year ago has (SP) had a mammogram or breast x-ray?

BOX HA17C

routing

IF SP IS CFC or SP IS IPR OR ((SP IS FFC OR SP IS FCF) AND PreloadSP.HYSTFLAG <> 1/Indicated), GO TO
HA43D - EVERHYST.
ELSE IF PreloadSP.HYSTFLAG = 1/Indicated, GO TO BOX HA17CB.
ELSE, GO TO HA43C - HYSTEREC.

Page 28 of 40

2023 MCBS Facility Instrument

Variable Name

HYSTEREC

HS-Health Status

MR Screen Name Question Type

HA43C

YES/NO

Question Text/Description

Code List

Routing

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA43O-PAPTEST
(01) BOX HA17CB
(-8) HA43O-PAPTEST
(-9) HA43O-PAPTEST

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA43O-PAPTEST
(01) BOX HA17CB
(-8) HA43O-PAPTEST
(-9) HA43O-PAPTEST

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA17CB
(01) BOX HA17CB
(-8) BOX HA17CB
(-9) BOX HA17CB

(01) Continue

HA43DA - DRECEXAM

(00) HA43DB - BLOODPSA
(01) HA43DB - BLOODPSA
(-8) HA43DB - BLOODPSA
(-9) HA43DB - BLOODPSA

Since (MONTH & DAY OF TODAY'S DATE) a year ago has (SP) had a hysterectomy?

EVERHYST

HA43D

YES/NO

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS
Has (SP) ever had a hysterectomy?

PAPTEST

HA43O

YES/NO

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS
Since (MONTH & DAY OF TODAY'S DATE) a year ago has (SP) had a Pap smear?

The next items are about procedures (SP) may have had since (MONTH & DAY OF TODAY'S DATE) a year ago.
HA43DAPC

HA43DAPR

CODE ONE
PRESS "1" TO CONTINUE.

DRECEXAM

BLOODPSA

YES/NO

Since (MONTH & DAY OF TODAY'S DATE) a year ago has (SP) had a digital rectal examination of the prostate?

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

HA43DB

YES/NO

Since (MONTH & DAY OF TODAY'S DATE) a year ago has (SP) had a blood test for detection of prostate cancer,
such as a PSA?

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA17CB
(01) BOX HA17CB
(-8) BOX HA17CB
(-9) BOX HA17CB

BOX HA17CB

routing

IF FALL ROUND, GO TO HA43DC - FLUSHOT.
ELSE GO TO BOX HA17CA.

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA17CA
(01) BOX HA17CA
(-8) BOX HA17CA
(-9) BOX HA17CA

HA43DA

INFLUENZA VACCINE
Next, a question or two about shots people take to prevent certain illnesses. Did (SP) have a flu shot for last winter?
FLUSHOT

HA43DC

YES/NO

[EXPLAIN IF NECESSARY: Did (SP) have a flu shot anytime during the period from September (HS PREVIOUS
YEAR) through December (HS PREVIOUS YEAR)?]

IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, O0250].

BOX HA17CA

routing

IF PreloadSP.PSHOTFLG = 1/Indicated, GO TO HA43E - EVRSMOKE.
ELSE GO TO HA43DD - PNUESHOT.

Page 29 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

PNEUMOCOCCAL VACCINE
PNUESHOT

EVRSMOKE

HA43DD

HA43E

YES/NO

YES/NO

(00) NO
(01) YES
(-8) Don't Know
IF THE FACILITY RESPONDENT IS UNSURE AND THIS INFORMATION CANNOT BE FOUND IN THE MEDICAL (-9) Refused
CHART, BUT THERE IS AN MDS AVAILABLE, YOU CAN REFERENCE THE MDS ITEM [3.0, O0300].

(00) HA43E - EVRSMOKE
(01) HA43E - EVRSMOKE
(-8) HA43E - EVRSMOKE
(-9) HA43E - EVRSMOKE

SMOKING
NOT ON MDS

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA17D
(01) BOX HA17D
(-8) BOX HA17D
(-9) BOX HA17D

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA43GPRE - HA43GPRC
(01) HA43GPRE - HA43GPRC
(-8) HA43GPRE - HA43GPRC
(-9) HA43GPRE - HA43GPRC

Has (SP) ever had a shot for pneumonia?

The next couple of questions are about smoking. Has (SP) ever smoked cigarettes, cigars, or pipe tobacco?

BOX HA17D

NOWSMOKE

HA43F

routing

YES/NO

IF HA11B - COMATOSE = 1/YesComatose, GO TO BOX HA23B.
ELSE IF HA43E - EVRSMOKE = 1/Yes AND SP IS ALIVE, GO TO HA43F - NOWSMOKE.
ELSE GO TO HA43GPRE - HA43GPRC.

SMOKING
NOT ON MDS
Does (SP) smoke now?

IADLS
NOT ON MDS
HA43GPRC

HA43GPRE

CODE ONE

Now I'm going to ask about how difficult it was, on the average, for (SP) to do certain kinds of activities on or around
(01) CONTINUE
(HS REF DATE). Please tell me for each activity whether (SP) had no difficulty at all, a little difficulty, some
difficulty, a lot of difficulty, or was not able to do it.

HA43G - IADSTOOP

PRESS "1" TO CONTINUE.

IADLS
NOT ON MDS
IADSTOOP

HA43G

CODE ONE

SHOW CARD HA6
On or around (HS REF DATE), how much difficulty, if any, did (SP) have…
stooping, crouching, or kneeling?

IADLS
NOT ON MDS
IADLIFT

HA43G

CODE ONE

SHOW CARD HA6
lifting or carrying objects as heavy as 10 pounds, like a sack of potatoes?

IADLS
NOT ON MDS
IADREACH

HA43G

CODE ONE

SHOW CARD HA6
reaching or extending arms above shoulder level?

(00) NO DIFFICULTY AT ALL
(01) A LITTLE DIFFICULTY
(02) SOME DIFFICULTY
(03) A LOT OF DIFFICULTY
(04) NOT ABLE TO DO IT
(-8) Don't Know
(-9) Refused

(00) HA43G - IADLIFT
(01) HA43G - IADLIFT
(02) HA43G - IADLIFT
(03) HA43G - IADLIFT
(04) HA43G - IADLIFT
(-8) Don't Know
(-9) Refused

(00) NO DIFFICULTY AT ALL
(01) A LITTLE DIFFICULTY
(02) SOME DIFFICULTY
(03) A LOT OF DIFFICULTY
(04) NOT ABLE TO DO IT
(-8) Don't Know
(-9) Refused

(00) HA43G - IADREACH
(01) HA43G - IADREACH
(02) HA43G - IADREACH
(03) HA43G - IADREACH
(04) HA43G - IADREACH
(-8) HA43G - IADREACH
(-9) HA43G - IADREACH

(00) NO DIFFICULTY AT ALL
(01) A LITTLE DIFFICULTY
(02) SOME DIFFICULTY
(03) A LOT OF DIFFICULTY
(04) NOT ABLE TO DO IT
(-8) Don't Know
(-9) Refused

(00) HA43G - IADGRASP
(01) HA43G - IADGRASP
(02) HA43G - IADGRASP
(03) HA43G - IADGRASP
(04) HA43G - IADGRASP
(-8) HA43G - IADGRASP
(-9) HA43G - IADGRASP

Page 30 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
IADLS
NOT ON MDS

IADGRASP

HA43G

CODE ONE

SHOW CARD HA6
either writing or handling and grasping small objects?

IADLS
NOT ON MDS
IADWALK

HA43G

CODE ONE

SHOW CARD HA6
walking a quarter of a mile - that is, about 2 or 3 blocks?

IADLS
NOT ON MDS
DIFUSEPH

HA43H1

CODE ONE

Now I'm going to ask about some everyday activities and whether (SP) had any difficulty doing them by
(himself/herself) because of a health or physical problem on or around (HS REF DATE).

Code List

Routing

(00) NO DIFFICULTY AT ALL
(01) A LITTLE DIFFICULTY
(02) SOME DIFFICULTY
(03) A LOT OF DIFFICULTY
(04) NOT ABLE TO DO IT
(-8) Don't Know
(-9) Refused

(00) HA43G - IADWALK
(01) HA43G - IADWALK
(02) HA43G - IADWALK
(03) HA43G - IADWALK
(04) HA43G - IADWALK
(-8) HA43G - IADWALK
(-9) HA43G - IADWALK

(00) NO DIFFICULTY AT ALL
(01) A LITTLE DIFFICULTY
(02) SOME DIFFICULTY
(03) A LOT OF DIFFICULTY
(04) NOT ABLE TO DO IT
(-8) Don't Know
(-9) Refused

(00) HA43H1 - DIFUSEPH
(01) HA43H1 - DIFUSEPH
(02) HA43H1 - DIFUSEPH
(03) HA43H1 - DIFUSEPH
(04) HA43H1 - DIFUSEPH
(-8) HA43H1 - DIFUSEPH
(-9) HA43H1 - DIFUSEPH

(00) NO
(01) YES
(03) DOESN'T DO
(-8) Don't Know
(-9) Refused

(00) HA43H2 - DIFSHOP
(01) HA43H2 - DIFSHOP
(03) HA43I1 - REASNOPH
(-8) HA43H2 - DIFSHOP
(-9) HA43H2 - DIFSHOP

(00) NO
(01)YES
(-8) Don't Know
(-9) Refused

(00) HA43H2 - DIFSHOP
(01) HA43H2 - DIFSHOP
(-8) HA43H2 - DIFSHOP
(-9) HA43H2 - DIFSHOP

(00) NO
(01) YES
(03) DOESN'T DO
(-8) Don't Know
(-9) Refused

(00) HA43H3 - DIFMONEY
(01) HA43H3 - DIFMONEY
(03) HA43I2 - REASNOSH
(-8) HA43H3 - DIFMONEY
(-9) HA43H3 - DIFMONEY

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA43H3 - DIFMONEY
(01) HA43H3 - DIFMONEY
(-8) HA43H3 - DIFMONEY
(-9) HA43H3 - DIFMONEY

(00) NO
(01) YES
(03) DOESN'T DO
(-8) Don't Know
(-9) Refused

(00) BOX HA17F
(01) BOX HA17F
(03)HA43I3 - REASNOMM
(-8) BOX HA17F
(-9) BOX HA17F

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA17F
(01) BOX HA17F
(-8) BOX HA17F
(-9) BOX HA17F

Did (SP) have any difficulty on or around (HS REF DATE) using the telephone?

IADLS
NOT ON MDS
REASNOPH

HA43I1

CODE ONE

You said that using the telephone is something that (SP) doesn't do.
Is this because of a health or physical problem?

IADLS
NOT ON MDS
DIFSHOP

HA43H2

CODE ONE
Did (SP) have any difficulty on or around (HS REF DATE) shopping for personal items (such as toilet items or
medicines)?

IADLS
NOT ON MDS
REASNOSH

HA43I2

CODE ONE

You said that shopping is something that (SP) doesn't do.
Is this because of a health or physical problem?

IADLS
NOT ON MDS
DIFMONEY

HA43H3

CODE ONE
Did (SP) have any difficulty on or around (HS REF DATE) managing money (like keeping track of money or paying
bills)?

IADLS
NOT ON MDS
REASNOMM

HA43I3

CODE ONE

You said that managing money is something that (SP) doesn't do.
Is this because of a health or physical problem?

Page 31 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA17F

IF SP IS ALIVE, GO TO HA43J - SPHEALTH.
ELSE GO TO BOX HA23B.

routing

Code List

GENERAL HEALTH
NOT ON MDS
SPHEALTH

GENHLTH

HA43J

HA43K

CODE ONE

CODE ONE

(00) EXCELLENT
(01) VERY GOOD
(02) GOOD
[Finally, I have a few questions on (SP)'s general health.]
(03) FAIR
(04) POOR
In general, compared to other people of (his/her) age, would you say that (SP)'s health is excellent, very good, good, (-8) Don't Know
fair or poor?
(-9) Refused

GENERAL HEALTH
NOT ON MDS
Compared to one year ago, how would you rate (SP)'s health in general now? Would you say (SP)'s health is . . .

GENERAL HEALTH
NOT ON MDS
LIMACTIV

HA43L

CODE ONE
How much of the time during the past month has (SP)'s health limited (his/her) social activities, like visiting with
friends or close relatives? Would you say . . .

BOX HA23B

routing

HA51B

CODE ONE

As far as you know, what (is/was) the highest level of schooling (SP) completed?
IF DK, USE CATEGORIES AS PROBES.

BOX HA24

routing

(00) HA43K - GENHLTH
(01) HA43K - GENHLTH
(02) HA43K - GENHLTH
(03) HA43K - GENHLTH
(04) HA43K - GENHLTH
(-8) HA43K - GENHLTH
(-9) HA43K - GENHLTH

(00) much better now than one year ago,
(01) somewhat better now than one year ago,
(02) about the same,
(03) somewhat worse now than one year ago, or
(04) much worse now than one year ago?
(-8) Don't Know
(-9) Refused

(00) HA43L - LIMACTIV
(01) HA43L - LIMACTIV
(02) HA43L - LIMACTIV
(03) HA43L - LIMACTIV
(04) HA43L - LIMACTIV
(-8) HA43L - LIMACTIV
(-9) HA43L - LIMACTIV

(00) none of the time,
(01) some of the time,
(02) most of the time, or
(03) all of the time?
(-8) Don't Know
(-9) Refused

(00) BOX HA23B
(01) BOX HA23B
(02) BOX HA23B
(03) BOX HA23B
(-8) BOX HA23B
(-9) BOX HA23B

(01) NO FORMAL SCHOOLING
(02) ELEMENTARY (1ST-8TH GRADES)
(03) SOME HIGH SCHOOL (9TH-12TH GRADES)
(04) COMPLETED HIGH SCHOOL, NO COLLEGE
(05) TECHNICAL OR TRADE SCHOOL
(06) SOME COLLEGE
(09)ASSOCIATE'S DEGREE
(10) BACHELOR'S DEGREE
(08) GRADUATE DEGREE
(-8) Don't Know
(-9) Refused

(01) BOX HA24
(02) BOX HA24
(03) BOX HA24
(04) BOX HA24
(05) BOX HA24
(06) BOX HA24
(09) BOX HA24
(10) BOX HA24
(08) BOX HA24
(-8) BOX HA24
(-9) BOX HA24

(01) ALL
(02) MAJORITY
(03) HALF
(04) SOME
(05) NONE

(01) HC3 - WHYABSTR
(02) HC3 - WHYABSTR
(03) HC3 - WHYABSTR
(04) HC3 - WHYABSTR
(05) BOX HCEND

IF BQ9-EDLEVELF = DK, RF, OR EMPTY, GO TO HA51B - HEDULEV.
ELSE GO TO BOX HA24.

EDUCATION LEVEL
NOT ON MDS
HEDULEV

Routing

IF HS2REF <> EMPTY OR DK AND (HS2DOI = EMPTY OR HA1PRE2T2 - HA1PRE2C = 1/Continue), GO TO BOX
HAT2BEG.
ELSE GO TO HC2 - DIDABSTR.

DID YOU ABSTRACT?

DIDABSTR

HC2

CODE ONE

TO ABSTRACT MEANS TO OBTAIN INFORMATION FROM THE BENEFICIARY'S RECORDS FOR ENTRY INTO
THE QUESTIONNAIRE. EXAMPLES OF RECORDS YOU MAY HAVE ABSTRACTED FROM INCLUDE THE
MINIMUM DATA SET (MDS), NURSES NOTES, PHYSICIANS ORDERS, AND/OR OTHER DOCUMENTS
PROVIDED BY THE FACILITY.
USE YOUR BEST JUDGMENT TO DETERMINE WHICH ANSWER IS THE MOST ACCURATE CHOICE FOR THE
AMOUNT YOU ABSTRACTED. IF THERE WAS NO ABSTRACTION AT ALL, PLEASE SELECT "NONE".

Page 32 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(01) BOX HCEND
(02) BOX HCEND
(03) BOX HCEND
(91)HC3 - WHYABSOS

WHYABSTR

HC3

CODE ONE

WHY DID YOU ABSTRACT?

(01) NO KNOWLEDGEABLE RESPONDENT
AVAILABLE
(02) NO TIME/STAFF BURDEN TOO GREAT
(03) REFUSAL--UNWILLING TO COOPERATE
(91) OTHER

WHYABSOS

HC3

VERBATIM TEXT

OTHER(SPECIFY)

(01) CONTINUOUS ANSWER

BOX HCEND

BOX HCEND

routing

GO TO HSFINSCR2 - FINSCRN2.

BOX HAT2BEG

routing

IF FACR.HAINTFLG <> 1/Indicated, GO TO HA1PRE1T2 - HA1PRE1C.
ELSE GO TO HA1PRE2T2 - HA1PRE2C.

(01) CONTINUE

HA1PRE2T2 - HA1PRE2C

(01) CONTINUE

BOX HA2T2

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA1BT2 - HSCONTN1
(01) BOX HA2AT2
(-8) HA1BT2 - HSCONTN1
(-9) BOX HA9PRBCT2

(00) NO, RETURN TO NAVIGATE SCREEN
(01) YES, CONTINUE WITHOUT MEDICAL RECORDS

(00) BOX HCENDT2
(01) BOX HA9PRBCT2

RECORD IDENTIFICATION
The next questions are about (SP)’s medical records for the period on or around (T2 REF DATE). We have found
that much of the data we are collecting is usually located in the resident's (full Minimum Data Set (MDS)
assessments, the Quarterly Review forms, and other medical chart notes/medical record). Please take a moment to
locate the records now and confirm they are the records closest to (T2 REF DATE).
HA1PRE1C

HA1PRE1T2

CODE ONE
The next questions are about (SP)'s health status on or around (T2 REF DATE). We have found that much of the
data we are collecting is usually located in the resident's (full Minimum Data Set (MDS) assessments, the Quarterly
Review forms, and other medical chart notes/medical record). Please take a moment to locate the records now and
confirm they are the records closest to (T2 REF DATE).
PRESS "1" TO CONTINUE.

RECORD IDENTIFICATION

HA1PRE2C

HA1PRE2T2

CODE ONE

Now, I would like to ask some questions about (his/her) medical records for the period on or around (T2 REF
DATE).
Those are all of the questions we have about (SP)'s health on (HS REF DATE). Now, I would like to ask some
questions about (his/her) health at (T2 REF DATE)./The following questions are about (SP)'s health status on or
around (T2 REF DATE).
PRESS "1" TO CONTINUE.

BOX HA2T2

routing

IF HA2-RECFORMS = 1/Yes OR (HA2-RECFORMS = EMPTY AND Prelaod.HSFORMS = 1/Indicated), GO TO
HA2BT2 - RECFORM2. ELSE IF HS1REF <> EMPTY, GO TO BOX HA9PRBCT2.
ELSE GO TO HA1T2 - RECHAVE.

RECORD IDENTIFCATION
RECHAVE

HA1T2

YES/NO
Do you have (SP)'s medical records for the period on or around (T2 REF DATE)?

Is there someone else I should speak with, or do the records exist elsewhere?
HSCONTN1

HA1BT2

CODE ONE

BOX HA2AT2

routing

DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT THE
MEDICAL RECORDS?

IF (PLACTYPE = 4/NursingHomeUnitCCRC, 7/HospitalBasedSNF OR 17/RehabilitationFacility) OR
FQ.COMPLEXF = 1/Indicated, GO TO HA2T2 - RECFORMS.
ELSE GO TO BOX HA9PRBCT2.

Page 33 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(00) NO
(01) YES

(00) HA2B1T2 - HSCONTN2
(01) HA2BT2 - RECFORM2

RECORD IDENTIFICATION
RECFORMS

HA2T2

YES/NO

Do the medical records contain any full MDS assessment or Quarterly Review Forms?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

Is there someone else I should speak with, or do the records exist elsewhere?
HSCONTN2

HA2B1T2

CODE ONE

(00) NO, RETURN TO NAVIGATE SCREEN
DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT ANY MDS (01) YES, CONTINUE WITHOUT MDS
FORMS?

(00) BOX HCENDT2
(01) BOX HA9PRBCT2

RECORD IDENTIFICATION
RECFORM2

HA2BT2

YES/NO

Do (SP)'s medical records contain (a full/another) MDS assessment or Quarterly Review form dated [after
(PreloadSP.PRVHSREF)/after (PreloadSP.LASTVAD)/on or around (T2 REF DATE)/after BCVAD)]?

Is there someone else I should speak with, or do the records exist elsewhere?
HSCONTN3

HA2CT2

CODE ONE
DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT?

(00) NO
(01) YES

(00) HA2CT2 - HSCONTN3
(01) HA3BT2 - ASSESDT1

(00) NO, RETURN TO NAVIGATE SCREEN
(01) YES, CONTINUE WITH THIS RESPONDENT

(00) BOX HCENDT2
(01) BOX HA9PRBCT2

(01) CONTINUOUS ANSWER
(-8) Don't Know
(-9) Refused

(01) BOX HA4T2
(-8) BOX HA4T2
(-9) BOX HA4T2

(00) QUARTERLY REVIEW
(01) FULL MDS
(-8) Don't Know
(-9) Refused

(00) BOX HA7T2
(01) BOX HA7T2
(-8) BOX HA7T2
(-9) BOX HA7T2

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA8T2
(01) BOX HA8T2
(-8) BOX HA8T2
(-9) BOX HA8T2

RECORD IDENTIFICATION

ASSESDT1

HA3BT2

DATE

What is the assessment date on the full MDS assessment or Quarterly Review that was completed closest to (T2
REF DATE) for (SP) after (RAD+14)/BCVAD/PreloadSP.LASTVAD].
ENTER DATE IN "MM DD YY" FORMAT.
(IF NO MDS AVAILABLE, BACK UP AND CHANGE THE RESPONSE.)

BOX HA4T2

routing

IF HA3BT2 - ASSESDT1 = DK, RF AND FIRST TIME AT HA3BT2 - ASSESDT1, GO TO BOX HA9PRBCT2.
ELSE GO TO BOX HA5T2.

BOX HA5T2

routing

IF LAST ASSESSMENT DATE ENTRY COLLECTED IN HA3BT2 - ASSESDT1 IS VALID, GO TO HA4T2 FORMTYPE1.
ELSE GO TO HA5T2 - CLOSFORM.

RECORD IDENTIFICATION
FORMTYPE1

HA4T2

CODE ONE
Please tell me if the form with the assessment date of (T2 ASSESS DATE) is a full MDS or a quarterly review.

routing

IF MOST RECENT ASSESSMENT DATE IS COMPLETE THEN COMPARE WITH T2 REF DATE. IF NUMBER OF
DAYS BETWEEN ASSESSMENT DATE AND T2 REF DATE MORE THAN +/- 7, GO TO HA5T2 - CLOSFORM.
ELSE GO TO BOX HA9T2A

HA5T2

YES/NO

Besides the form you just told me about, does (SP)'s medical record contain any other MDS form or Quarterly
Review form dated closer to (T2 REF DATE)?

BOX HA8T2

routing

IF HA5T2 - CLOSFORM = 1/Yes, GO TO HA3BT2 - ASSESDT1. ELSE GO TO BOX HA9T2A.

BOX HA9T2A

routing

IF T2TOT = 1 AND (FORMTYPE = DK, RF, OR EMPTY), GO TO BOX HA9PRBCT2.
ELSE GO TO BOX HA9T2B.

BOX HA9T2B

routing

GO TO BOX HA9T2C.

BOX HA7T2

CLOSFORM

Page 34 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA9T2C

IF CVATYPE = 1/FullMDS, GO TO HA6T2 - FORMREAS.
ELSE IF CVATYPE = 0/QuarterlyReview, AND XBACKUP = EMPTY, GO TO HA7AT2 - RECMDS.
ELSE GO TO BOX HA10T2.

routing

Code List

Routing

What was the primary reason for the assessment on the full MDS assessment dated (TCVAD)?

(01) ADMISSION
(02) ANNUAL
(03) SIGNIFICANT CHANGE IN STATUS
(91) OTHER
(-8) Don't Know
(-9) Refused

(01)BOX HA10T2
(02) BOX HA10T2
(03) BOX HA10T2
(91) HA6T2 - FORMREOS
(-8) BOX HA10T2
(-9) BOX HA10T2

OTHER (SPECIFY)

(01) Continuous answer

BOX HA10T2

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) BOX HA10T2
(01) HA7BT2 - ASSESDT2
(-8) BOX HA10T2
(-9) BOX HA10T2

(01)Continuous Answer
(-8) Don't Know
(-9) Refused

(01) BOX HA10T2
(-8) BOX HA10T2
(-9) BOX HA10T2

RECORD IDENTIIFCATION
[3.0, A0310A]
FORMREAS

FORMREOS

HA6T2

HA6T2

CODE ONE

VERBATIM TEXT

ASSESSMENT DATE: {ASSESSMENT DATE)

Does (SP)'s medical record contain a full MDS assessment dated between (T2 DATE RANGE).
RECMDS

HA7AT2

YES/NO
PRESS F1 KEY FOR COMPLETE DEFINITIONS

What is the date of the full MDS assessment closest to (T2 REF DATE)?
ASSESDT2

HA7BT2

NUMERIC
IF NO MDS AVAILABLE, BACK UP AND CHANGE THE RESPONSE.

BOX HA10T2

routing

IF CCN=NON-MISSING THEN GO TO BOX HA17BBT2.
ELSE GO TO HA7CT2 - MDSINT1.

RECORD IDENTIFICATION

MDSINT1

HA7CT2

CODE ONE

Please refer to the (FORM TYPE) with the assessment date of (CLOSEST VALID ASSESSMENT DATE) when
answering the following questions. [If the information is not found on the Quarterly Review, please refer to the full
(01) Continue
MDS form with the assessment date of (BACKUP MDS ASSESSMENT DATE)/If the information is not found on the
MDS form, please refer to (SP)'s medical record) to answer the questions.]

BOX HA19AT2

PRESS "1" TO CONTINUE.

BOX HA19AT2

routing

IF CCN=NON-MISSING THEN GO TO BOX HA17BBT2.
ELSE GO TO HA9PREBT2-HA9PRBC

BOX HA9PRBCT2

HA9PRBC

HA9PREBT2

GO TO HA11BT2 - COMATOSE.

CODE ONE

Now I have some questions concerning (SP)'s health on or around [(HS REF DATE)/(his/her) admission to the
(facility/home)]. [(Please refer to (SP)'s medical record/Since I will be collecting information about (SP) on or around
(HS REF DATE) and there is no MDS or Quarterly Review available close to that date, please refer to (SP)'s
(01) Continue
medical record for the information/Since you do not have a medical record at hand for reference, please think about
the information found in (SP)'s medical record) to answer these questions.]

HA11BT2 - COMATOSE

PRESS "1" TO CONTINUE.

COMATOSE

HA11BT2

CODE ONE

COMATOSE
[3.0, B0100]
Was (SP) in a persistent vegetative state with no discernible consciousness on (T2 REF DATE)?

MENTCON

HA12AABT2

YES/NO

COGNITIVE PATTERNS
[3.0, C0100]
Should a brief interview for Mental Status (C0200-C0500) be conducted?

(00) NO (NOT COMATOSE)
(01) YES (COMATOSE)
(-8) Don't Know
(-9) Refused

(00) HA12AABT2 - MENTCON
(01) HA39BT2 - FCWEIGHT
(-8) HA12AABT2 - MENTCON
(-9) HA12AABT2 - MENTCON

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA12PREBT2 - HA12PRBC
(01) HA12ABT2 - MENTSUM
(-8) HA12PREBT2 - HA12PRBC
(-9) HA12PREBT2 - HA12PRBC

Page 35 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
BRIEF INTERVIEW FOR MENTAL STATUS (BIMS) SUMMARY SCORE
[3.0, C0500]

MENTSUM

HA12ABT2

NUMERIC
ENTER SUMMARY SCORE (0 -15) FROM BIMS.
ENTER ''99" IF THE RESIDENT WAS UNABLE TO COMPLETE THE INTERVIEW.

BOX HA12A

routing

Code List

Routing

(01) CONTINUOUS ANSWER
(-8) Don't Know
(-9) Refused

(01) BOX HA12A
(-8) BOX HA13BT2
(-9) BOX HA13BT2

(01) CONTINUE

HA12BT2 - CSMEMST

(00) MEMORY OK
(01) MEMORY PROBLEM
(-8) Don't Know
(-9) Refused

(00) HA13BT2 - CSMEMLT
(01) HA13BT2 - CSMEMLT
(-8) HA13BT2 - CSMEMLT
(-9) HA13BT2 - CSMEMLT

(00) MEMORY OK
(01) MEMORY PROBLEM
(-8) Don't Know
(-9) Refused

(00) HA14BT2 - HA14BCOD
(01) HA14BT2 - HA14BCOD
(-8) HA14BT2 - HA14BCOD
(-9) HA14BT2 - HA14BCOD

(01) the current season?
(02) the location of (her/his) own room?
(03) staff names or faces?
(04) the fact that (she/he) was in a nursing home?
(96) NONE CHECKED
(-8) Don't Know

(01) HA15BT2 - CSDECIS
(02) HA15BT2 - CSDECIS
(03) HA15BT2 - CSDECIS
(04) HA15BT2 - CSDECIS
(96) HA15BT2 - CSDECIS
(-8) HA15BT2 - CSDECIS

(00) INDEPENDENT
(01) MODIFIED INDEPENDENCE
(02) MODERATELY IMPAIRED
(03) SEVERELY IMPAIRED
(-8) Don't Know
(-9) Refused

(00) BOX HA13BT2
(01) BOX HA13BT2
(02) BOX HA13BT2
(03) BOX HA13BT2
(-8) BOX HA13BT2
(-9) BOX HA13BT2

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) HA21BT2 - BSVERBOT
(01) HA21BT2 - BSVERBOT
(02) HA21BT2 - BSVERBOT
(03) HA21BT2 - BSVERBOT
(-8) HA21BT2 - BSVERBOT
(-9) HA21BT2 - BSVERBOT

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) HA21BT2 - BSNOTOT
(01) HA21BT2 - BSNOTOT
(02) HA21BT2 - BSNOTOT
(03) HA21BT2 - BSNOTOT
(-8) HA21BT2 - BSNOTOT
(-9) HA21BT2 - BSNOTOT

IF MENTSUM=99, GO TO HA12PREBT2-HA12PRBC.
ELSE GO TO BOX HA13BT2.

MEMORY/COGNITIVE SKILLS

HA12PRBC

HA12PREBT2

CODE ONE

[(Since (SP) was recorded as being unable to complete the Brief Interview for Mental Status, the next series of
questions deal with (SP)'s memory recall ability./The next series of questions deal with (SP)'s memory or recall
ability.)]
PRESS "1" TO CONTINUE.

MEMORY/COGNITIVE SKILLS
[3.0, C0700]
CSMEMST

HA12BT2

CODE ONE
On or around (T2 REF DATE), was (SP)'s short-term memory okay, that is, did (he/she) seem or appear to recall
things after 5 minutes?

CSMEMLT

HA13BT2

CODE ONE

MEMORY/COGNITIVE SKILLS
[3.0, C0800]
Was (SP)'s long-term memory okay; that is, did (she/he) seem or appear to recall events in the distant past?

MEMORY/COGNITIVE SKILLS
[3.0, C0900]
HA14BCOD

HA14BT2

CODE ALL

On or around (T2 REF DATE), was (SP) able to recall…
SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.

MEMORY/COGNITIVE SKILLS
[3.0, C1000]
CSDECIS

HA15BT2

CODE ONE

How skilled was (SP) in making daily decisions? Was (she/he) independent, did (she/he) exhibit modified
independence, was (she/he) moderately impaired, or was (she/he) severely impaired?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

BOX HA13BT2

routing

GO TO HA21BT2 - BSAYSOT

BEHAVIORAL SYMPTOMS
[3.0, E0200]
BSAYSOT

HA21BT2

CODE ONE

How often did the following behavioral problems occur on or around (T2 REF DATE)? Would you say the behavior
was not exhibited, occurred 1 to 3 days, occurred 4 to 6 days, but less than daily, or occurred daily?
Physical behavior symptoms directed toward others.

BSVERBOT

HA21BT2

CODE ONE

BEHAVIORAL SYMPTOMS
[3.0, E0200]
Verbal behavior symptoms directed toward others.

Page 36 of 40

2023 MCBS Facility Instrument

Variable Name

BSNOTOT

HS-Health Status

MR Screen Name Question Type

HA21BT2

CODE ONE

Question Text/Description

BEHAVIORAL SYMPTOMS
[3.0, E0200]
Other behavioral symptoms not directed toward others.

BOX HA21BT2

routing

HA21ABT2

YES/NO

Routing

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) BOX HA21BT2
(01) BOX HA21BT2
(02) BOX HA21BT2
(03) BOX HA21BT2
(-8) BOX HA21BT2
(-9) BOX HA21BT2

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21ABT2 - BSELFCAR
(01) HA21ABT2 - BSELFCAR
(-8) HA21ABT2 - BSELFCAR
(-9) HA21ABT2 - BSELFCAR

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21ABT2 - BSELFACT
(01) HA21ABT2 - BSELFACT
(-8) HA21ABT2 - BSELFACT
(-9) HA21ABT2 - BSELFACT

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21BBT2 - BSOTHILL
(01) HA21BBT2 - BSOTHILL
(-8) HA21BBT2 - BSOTHILL
(-9) HA21BBT2 - BSOTHILL

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21BBT2 - BSOTHACT
(01) HA21BBT2 - BSOTHACT
(-8) HA21BBT2 - BSOTHACT
(-9) HA21BBT2 - BSOTHACT

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21BBT2 - BSOTHENV
(01) HA21BBT2 - BSOTHENV
(-8) HA21BBT2 - BSOTHENV
(-9) HA21BBT2 - BSOTHENV

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21CBT2 - BSNOEVAL
(01) HA21CBT2 - BSNOEVAL
(-8) HA21CBT2 - BSNOEVAL
(-9) HA21CBT2 - BSNOEVAL

IF HA21BT2 - BSAYSOT and HA21BT2 - BSVERBOT and HA21BT2 - BSNOTOT = 0/BehaviorNotExhibited, GO TO
HA21CBT2 - BSNOEVAL.
ELSE GO TO HA21ABT2 - BSELFILL.

BEHAVIORAL SYMPTOMS
[3.0, E0500]
BSELFILL

Code List

Did any of (SP)'s behavior…
put the resident at significant risk for physical illness or injury?

BSELFCAR

HA21ABT2

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0500]
significantly interfere with the resident's care?

BSELFACT

HA21ABT2

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0500]
significantly interfere with the resident's participation in activities or social interactions?
BEHAVIORAL SYMPTOMS
[3.0, E0600]

BSOTHILL

HA21BBT2

YES/NO

Did any of (SP)'s behavior…
put others at significant risk for physical illness or injury?

BSOTHACT

HA21BBT2

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0600]
significantly intrude on the privacy or activities of others?

BSOTHENV

HA21BBT2

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0600]
significantly disrupt care or living environment?
BEHAVIORAL SYMPTOMS
[3.0, E0800]

BSNOEVAL

HA21CBT2

CODE ONE

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
How often did (SP) reject evaluation or care that is necessary to achieve (his/her) goals for health and well-being on (03) BEHAVIOR OCCURRED DAILY
or around (T2 REF DATE)? Would you say the behavior was not exhibited, occurred 1 to 3 days, occurred 4 to 6
(-8) Don't Know
days, but less than daily, or occurred daily?
(-9) Refused

BEHAVIORAL SYMPTOMS
[3.0, E0900]
BSOFTWAN

HA21DBT2

CODE ONE
How often did (SP) wander on or around (T2 REF DATE)? Would you say the behavior was not exhibited, occurred
1 to 3 days, occurred 4 to 6 days, but less than daily, or occurred daily?

(00) BEHAVIOR NOT EXHIBITED
(01) BEHAVIOR OCCURRED 1 TO 3 DAYS
(02) BEHAVIOR OCCURRED 4 TO 6 DAYS
(03) BEHAVIOR OCCURRED DAILY
(-8) Don't Know
(-9) Refused

(00) HA21DBT2 - BSOFTWAN
(01) HA21DBT2 - BSOFTWAN
(02) HA21DBT2 - BSOFTWAN
(03) HA21DBT2 - BSOFTWAN
(-8) HA21DBT2 - BSOFTWAN
(-9) HA21DBT2 - BSOFTWAN
(00) HA22PREBT2 - HA22PRBC
(01) HA21EBT2 - BSWDANGR
(02) HA21EBT2 - BSWDANGR
(03) HA21EBT2 - BSWDANGR
(-8) HA21EBT2 - BSWDANGR
(-9) HA21EBT2 - BSWDANGR

Page 37 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
BEHAVIORAL SYMPTOMS
[3.0, E1000]

BSWDANGR

HA21EBT2

YES/NO

Did any of (SP)'s wandering…

Code List

Routing

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA21EBT2 - BSWOTACT
(01) HA21EBT2 - BSWOTACT
(-8) HA21EBT2 - BSWOTACT
(-9) HA21EBT2 - BSWOTACT

(00) NO
(01) YES
(-8) Don't Know
(-9) Refused

(00) HA22PREBT2 - HA22PRBC
(01) HA22PREBT2 - HA22PRBC
(-8) HA22PREBT2 - HA22PRBC
(-9) HA22PREBT2 - HA22PRBC

place the resident at significant risk of getting to a potentially dangerous place?

BEHAVIORAL SYMPTOMS
[3.0, E1000]
BSWOTACT

HA21EBT2

YES/NO
BSWOTACT
significantly intrude on the privacy or activities of others?

The next questions are about (SP)'s ability to perform Activities of Daily Living or ADLs, on or around (T2 REF
DATE).

HA22PRBC

HA22PREBT2

CODE ONE

I will read you a list of activities and would like you to tell me if (SP)'s self-performance was independent, required
supervision, required limited assistance, required extensive assistance, was totally dependent, or if the activity did
(01) CONTINUE
not occur. [By self-performance I mean what (SP) actually did for (himself/herself) and how much help was required
by staff members.]

HA22BT2 - PFTRNSFR

PRESS "1" TO CONTINUE.

ADLS/PHYSCIAL FUNCTIONING
[3.0, G0110]
(SHOW CARD HA1)
PFTRNSFR

HA22BT2

CODE ONE

Please tell me (SP)'s level of self-performance in…
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
transferring (for example, in and out of bed).

PFLOCOMO

HA22BT2

CODE ONE

ADLS/PHYSCIAL FUNCTIONING
[3.0, G0110]
locomotion on unit.

PFDRSSNG

HA22BT2

CODE ONE

ADLS/PHYSCIAL FUNCTIONING
[3.0, G0110]
dressing.

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

(00) HA22BT2 - PFLOCOMO
(01) HA22BT2 - PFLOCOMO
(02) HA22BT2 - PFLOCOMO
(03) HA22BT2 - PFLOCOMO
(04) HA22BT2 - PFLOCOMO
(07) HA22BT2 - PFLOCOMO
(08) HA22BT2 - PFLOCOMO
(-8) HA22BT2 - PFLOCOMO
(-9) HA22BT2 - PFLOCOMO

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

(00) IHA22BT2 - PFDRSSNG
(01) HA22BT2 - PFDRSSNG
(02) HA22BT2 - PFDRSSNG
(03) HA22BT2 - PFDRSSNG
(04) HA22BT2 - PFDRSSNG
(07) HA22BT2 - PFDRSSNG
(08) HA22BT2 - PFDRSSNG
(-8) HA22BT2 - PFDRSSNG
(-9) HA22BT2 - PFDRSSNG

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

(00) HA22BT2 - PFEATING
(01) HA22BT2 - PFEATING
(02) HA22BT2 - PFEATING
(03) HA22BT2 - PFEATING
(04) HA22BT2 - PFEATING
(07) HA22BT2 - PFEATING
(08) AHA22BT2 - PFEATING
(-8) HA22BT2 - PFEATING
(-9) HA22BT2 - PFEATING

Page 38 of 40

2023 MCBS Facility Instrument

Variable Name

PFEATING

HS-Health Status

MR Screen Name Question Type

HA22BT2

CODE ONE

Question Text/Description

ADLS/PHYSCIAL FUNCTIONING
[3.0, G0110]
eating.

PFTOILET

HA22BT2

CODE ONE

ADLS/PHYSCIAL FUNCTIONING
[3.0, G0110]
using the toilet.

ADLS/PHYSICAL FUNCTIONING
[3.0, G0120]
PFBATHNG

HA23BT2

CODE ONE

Again referring to the time on or around (T2 REF DATE), what was (SP)'s level of self-performance when bathing:
was (she/he) independent, did (she/he) require supervision, require physical help limited to transfer only, require
physical help in part of the bathing activity, was (she/he) totally dependent, or did the activity not occur?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

HA24PRBC

HA24PREBT2

CODE ONE

The next questions are about modes of locomotion and appliances or devices (SP) might have used on or around
(T2 REF DATE).

Code List

Routing

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

(00) HA22BT2 - PFTOILET
(01) HA22BT2 - PFTOILET
(02) HA22BT2 - PFTOILET
(03) HA22BT2 - PFTOILET
(04) HA22BT2 - PFTOILET
(07) HA22BT2 - PFTOILET
(08) HA22BT2 - PFTOILET
(-8) HA22BT2 - PFTOILET
(-9) HA22BT2 - PFTOILET

(00) INDEPENDENT
(01) SUPERVISION
(02) LIMITED ASSISTANCE
(03) EXTENSIVE ASSISTANCE
(04) TOTAL DEPENDENCE
(07) ACTIVITY OCCURRED ONLY ONCE OR TWICE
(08) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

(00) HA23BT2 - PFBATHNG
(01) HA23BT2 - PFBATHNG
(02) HA23BT2 - PFBATHNG
(03) HA23BT2 - PFBATHNG
(04) HA23BT2 - PFBATHNG
(07) HA23BT2 - PFBATHNG
(08) HA23BT2 - PFBATHNG
(-8) HA23BT2 - PFBATHNG
(-9) HA23BT2 - PFBATHNG

(00) INDEPENDENT
(01) SUPERVISION
(02) PHYSICAL HELP LIMITED TO TRANSFER ONLY
(03) PHYSICAL HELP IN PART OF BATHING ACTIVITY
(04) TOTAL DEPENDENCE
(07) ACTIVITY DID NOT OCCUR
(-8) Don't Know
(-9) Refused

(00) HA24PREBT2 - HA24PRBC
(01) HA24PREBT2 - HA24PRBC
(02) HA24PREBT2 - HA24PRBC
(03) HA24PREBT2 - HA24PRBC
(04) HA24PREBT2 - HA24PRBC
(07) HA24PREBT2 - HA24PRBC
(-8) HA24PREBT2 - HA24PRBC
(-9) HA24PREBT2 - HA24PRBC

(01) CONTINUE

HA24BT2 - HA24BCOD

(01) a cane or crutch?
(02) a walker?
(03) a manual or electric wheelchair?
(04) a limb prosthesis?
(96) NONE CHECKED
(-8) Don't Know
(-9) Refused

(01) BOX HA14BT2
(02) BOX HA14BT2
(03) BOX HA14BT2
(04) BOX HA14BT2
(96) BOX HA14BT2
(-8) BOX HA14BT2
(-9) BOX HA14BT2

(01) CONTINUOUS
(-8) Don't Know
(-9) Refused

(01) BOX HA17BBT2
(-8) BOX HA17BBT2
(-9) BOX HA17BBT2

PRESS "1" TO CONTINUE.

MODES OF LOCOMOTION
[3.0, G0600]
On or around (T2 REF DATE) did (he/she) use…
HA24BCOD

HA24BT2

CODE ALL

SELECT ALL THAT APPLY.
SEPARATE RESPONSES BY USING THE SPACEBAR.
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
WHEN ABSTRACTING FROM THE MDS, ONLY SELECT "96-NONE OF THE ABOVE" IF THAT IS THE BOX
CHECKED ON THE MDS.

BOX HA14BT2

FCWEIGHT

HA39BT2

routing

NUMERIC

GO TO HA39BT2 - FCWEIGHT

ORAL/NUTRITIONAL STATUS
[3.0, K0200]
What was (SP)'s weight on or around (T2 REF DATE)?

BOX HA17BBT2

routing

GO TO HC2T2 - DIDABSTR.

Page 39 of 40

2023 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

DID YOU ABSTRACT?

DIDABSTR

HC2T2

CODE ONE

(01) ALL
TO ABSTRACT MEANS TO OBTAIN INFORMATION FROM THE BENEFICIARY'S RECORDS FOR ENTRY INTO
(02) MAJORITY
THE QUESTIONNAIRE. EXAMPLES OF RECORDS YOU MAY HAVE ABSTRACTED FROM INCLUDE THE
(03) HALF
MINIMUM DATA SET (MDS), NURSES NOTES, PHYSICIANS ORDERS, AND/OR OTHER DOCUMENTS
(04) SOME
PROVIDED BY THE FACILITY.
(05) NONE

(01) HC3T2 - WHYABSTR
(02) HC3T2 - WHYABSTR
(03) HC3T2 - WHYABSTR
(04) HC3T2 - WHYABSTR
(05) BOX HCENDT2

USE YOUR BEST JUDGMENT TO DETERMINE WHICH ANSWER IS THE MOST ACCURATE CHOICE FOR THE
AMOUNT YOU ABSTRACTED. IF THERE WAS NO ABSTRACTION AT ALL, PLEASE SELECT "NONE".

WHYABSTR

HC3T2

CODE ONE

WHY DID YOU ABSTRACT?

(01) NO KNOWLEDGEABLE RESPONDENT
AVAILABLE
(02) NO TIME/STAFF BURDEN TOO GREAT
(03) REFUSAL--UNWILLING TO COOPERATE
(91) OTHER

WHYABSOS

HC3T2

VERBATIM TEXT

OTHER (SPECIFY)

(01) Continuous Answer

BOX HCENDT2

BOX HCENDT2

routing

GO TO HSFINSCR2 - FINSCRN2.

(01) CONTINUE

HSFINSCR - FINSCRN

(01) CONTINUE

BOX HSEND

FINSCRN2

HSFINSCR2

CODE ONE

(RETURN TO NAVIGATOR TO CONTINUE INTERVIEW. THE HEALTH STATUS SECTION WAS NOT
COMPLETED./YOU HAVE COMPLETED THE HEALTH STATUS SECTION FOR THIS SP.)

(01) BOX HCENDT2
(02) BOX HCENDT2
(03) BOX HCENDT2
(91) HC3T2 - WHYABSOS

PRESS "1" TO TO CONTINUE.
YOU HAVE COMPLETED THE HEALTH STATUS SECTION FOR THIS SP.
FINSCRN

HSFINSCR

CODE ONE
PRESS "1" TO RETURN TO NAVIGATION SCREEN.

BOX HSEND

routing

GO TO NAVIGATOR

Page 40 of 40


File Typeapplication/pdf
File TitleMedicare Current Beneficiary Survey Section Specification for HS
SubjectMedicare beneficiaries, MCBS Facility instrument, 2023, Health Status, HS
AuthorNORC
File Modified2023-05-19
File Created2023-05-19

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