CMS-P-0015A Use of Health Services

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

Fac2024_Health_Status_HS

OMB: 0938-0568

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2024 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.

CONREFFN

HSCONREF

CODE ONE

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

HSPRECT

HSPRE

CODE ONE

BOX HA1B

routing

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

CCN

CASPER_LUH

lookup

[IF REFERENCING THE MDS : The CMS Certification Number can be found in section A0100 B. of the MDS
form.]
START TYPING OR DOUBLE CLICK IN THE "CASPER_LU" BOX TO LAUNCH THE LOOKUP.

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

(NF) NOT FOUND

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

(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].

Page 1 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(01) CONTINUE

HA1PRE2 - HA1PRE2C

(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

(00) NO
(01) YES

(00) HA2B1 - HSCONTN2
(01) BOX HA3

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

(00) BOX HCEND
(01) HA9PREB - HA9PRBC

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 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).
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).
PRESS "1" TO CONTINUE.

BOX HA2

routing

RECHAVE

HA1

YES/NO

HSCONTN1

HA1B

CODE ONE

BOX HA2A

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
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?
DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT THE
MEDICAL RECORDS?
GO TO HA2 - RECFORMS.
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 [HSREFDATE)/after (LAST MDS DATE)].
[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

DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT ANY
MDS FORMS?
GO TO HA3A - ASSESDT1.

Page 2 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

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 (01) CONTINUOUS ANSWER
that was completed for (SP) closest to (HS REF DATE) after (HA3A DISPLAY DATE/LAST HS REF DATE)/What (-8) DON'T KNOW
(-9) REFUSED
is the assessment date on that form]?

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.

HA4

CODE ONE

BOX HA7

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

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

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.

RECORD IDENTIFICATION
FORMTYPE1

CLOSFORM

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

RECORD IDENTIIFCATION
3.0, A0310A
FORMREAS

HA6

CODE ONE

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

FORMREOS

HA6

VERBATIM TEXT OTHER (SPECIFY)

RECMDS

HA7A

YES/NO

ASSESDT2

HA7B

date

Does (SP)'s medical record contain a full MDS assessment dated between (HS DATE RANGE)?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

What is the date of the full MDS assessment closest to (HS REF DATE)?
IF NO MDS AVAILABLE, BACK UP AND CHANGE THE RESPONSE.

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

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

(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

(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

Page 3 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

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 (01) CONTINUE
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.]]

BOX HA19A

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 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.]

(01) CONTINUE

BOX HA9B

(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

(00) HEARS ADEQUATELY
(01) HEARS WITH MINIMAL DIFFICULTY
(02) HEARS WITH MODERATE DIFFICULTY
(03) HEARING HIGHLY IMPAIRED
(-8) Don't Know
(-9) Refused

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

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

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

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

COMATOSE

BOX HA10

ROUTING

HA11B

CODE ONE

IF CCN=NON-MISSING GO TO HA22PREB-HA22PRBC
ELSE GO TO HA11B- COMATOSE.
COMATOSE
[3.0, B01000]
Was (SP) in a persistent vegetative state with no discernible consciousness on (HS REF DATE)?
HEARING/COMMUNICATION
[3.0, B0200]

HCHECOND

HA16B

CODE ONE

What was the condition of (SP)'s hearing, with a hearing appliance, if used, on or around (HS REF DATE)? Did
(she/he) hear adequately, did (she/he) have minimal difficulty, did (she/he) have moderate difficulty, or was
(her/his) hearing highly impaired?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

HCHEAID

HA17B

YES/NO

HEARING/COMMUNICATION
[3.0, B0300]
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. (01) CONTINUE

HA18B - HCUNCOND

PRESS "1" TO CONTINUE.

Page 4 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

HEARING/COMMUNICATION
[3.0, B0700]
HCUNCOND

HA18B

CODE ONE

(00) UNDERSTOOD
(01) USUALLY UNDERSTOOD
Which statement best describes how effective (SP) was at making (herself/himself) understood on or around (HS (02) SOMETIMES UNDERSTOOD
(03) RARELY/NEVER UNDERSTOOD
REF DATE)? Was (she/he) always understood, usually understood, sometimes understood, or rarely or never
(-8) Don't Know
understood?
(-9) Refused
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.

Routing

(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

(00) ADEQUATE
(01) IMPAIRED
(02) MODERATELY IMPAIRED
(03) HIGHLY IMPAIRED
(04) SEVERELY IMPAIRED
(-8) Don't Know
(-9) Refused

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

(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

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

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

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

HA20B

CODE ONE

Which of the following statements best described (SP)'s ability to see in adequate light with visual aids, if used?
Would you say (her/his) vision was adequate, impaired, moderately impaired, highly impaired, or severely
impaired?
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

VISAPPL

HA20AB

YES/NO

VISION
[3.0, B1200]
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?
BRIEF INTERVIEW FOR MENTAL STATUS (BIMS) SUMMARY SCORE
[3.0, C0500]

MENTSUM

HA12AB

numeric

ENTER SUMMARY SCORE (0-15) FROM BIMS.
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 (01) CONTINUE
ability.)]

HA12B - CSMEMST

PRESS "1" TO CONTINUE.

CSMEMST

HA12B

CODE ONE

CSMEMLT

HA13B

CODE ONE

MEMORY/COGNITIVE SKILLS
[3.0, C0700]

(00) MEMORY OK
(01) MEMORY PROBLEM
(-8) Don't Know
On or around (HS REF DATE), was (SP)'s short-term memory okay, that is, did (she/he) seem or appear to recall
(-9) Refused
things after 5 minutes?

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

MEMORY/COGNITIVE SKILLS
[3.0, C0800]

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

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

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

Page 5 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
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.

Code List

Routing

(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) HA53AC-PHQSEVSC
(-8) HA54- PHQSYINT
(-9) HA54- PHQSYINT

MOOD
MOOD

HA52

CODE ONE

PHQINTRO

HA53A

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-2 to 9©) SUMMARY SCORE
[3.0, D0160]

PHQSEVSC

HA53AC

numeric

ENTER SYMPTOM FREQUENCY SCORE (02-27) FROM PHQ-2 to 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 PHQSEVSC=99, GO TO HA54 - PHQSYINT.
ELSE GO TO HA56 - BEHAV.
MOOD
[3.0, D0500]
Over the last 2 weeks, did the resident have any of the following problems or behaviors?

PHQSYINT

HA54

LIST

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,
D0500].

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

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

A. Little interest or pleasure in doing things.

PHQSYDEP

HA54

LIST

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

PHQSYSLP

HA54

LIST

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

PHQSYTIR

HA54

LIST

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

PHQSYAPT

HA54

LIST

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

PHQSYSES

HA54

LIST

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

Page 6 of 32

2024 MCBS Facility Instrument

HS-Health Status

Variable Name

MR Screen Name Question Type

Question Text/Description

Code List

Routing

PHQSYCON

HA54

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

PHQSYMOV

HA54

LIST

(00) NO
H. Moving or speaking so slowly that other people have noticed. Or the opposite - being so fidgety or restless that (01) YES
(-8) DON’T KNOW
(she/he) has been moving around a lot more than usual.
(-9) REFUSED

PHQSYSUI

HA54

LIST

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

PHQSYTEM

HA54

LIST

J. Being short-tempered, easily annoyed.

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

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

BOX HA25A

routing

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

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

MOOD
[3.0, D0500]

PHQSFQIN

HA55A

CODE ONE

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)?
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,
D0500].
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

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)?
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,
D0500].
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

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)?
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,
D0500].
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.

Page 7 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

Routing

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

MOOD
[3.0, D0500]

PHQSFQTI

HA55D

CODE ONE

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)?
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,
D0500].
Feeling tired or having little energy.

BOX HA25E

routing

IF HA54-PHQSYAPT = 1/YES, GO TO HA55E-PHQSFQAP.
ELSE GO TO BOX HA25F.
MOOD
[3.0, D0500]

PHQSFQAP

HA55E

CODE ONE

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)?
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,
D0500].
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

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)?
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,
D0500].
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

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)?
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,
D0500].
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]
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

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,
D0500].
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.

Page 8 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA25I

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

routing

Code List

Routing

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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)
(-8) DON’T KNOW
(-9) REFUSED

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

(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

(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

MOOD
[3.0, D0500]

PHQSFQSU

HA55I

CODE ONE

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)?
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,
D0500].
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

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)?
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,
D0500].
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).
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.
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.

Page 9 of 32

2024 MCBS Facility Instrument

Variable Name

BSNOTOT

HS-Health Status

MR Screen Name Question Type

HA21B

code one

Question Text/Description

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

BOX HA21B

routing

HA21AB

Yes/No

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?

BSOTHILL

HA21BB

YES/NO

BSOTHACT

HA21BB

YES/NO

BEHAVIORAL SYMPTOMS
[3.0, E0600]
Did any of (SP)'s behavior…
put others at significant risk for physical illness or injury?
BEHAVIORAL SYMPTOMS
[3.0, E0600]
significantly intrude on the privacy or activities of others?

BSOTHENV

HA21BB

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 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

(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

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

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

BSNOEVAL

BSOFTWAN

HA21CB

HA21DB

CODE ONE

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 (03) BEHAVIOR OCCURRED DAILY
on or around (HS REF DATE)? Would you say the behavior was not exhibited, occurred 1 to 3 days, occurred 4 to (-8) Don't Know
(-9) Refused
6 days, but less than daily, or occurred daily?

BEHAVIORAL SYMPTOMS
[3.0, E0900]
How often did (SP) wander 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?

BEHAVIORAL SYMPTOMS
[3.0, E1000]
BSWDANGR

HA21EB

YES/NO

Did any of (SP)'s wandering…
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?

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

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

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

HA21EB - BSWOTACT

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

HA22PREB - HA22PRBC

Page 10 of 32

2024 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.

PFEATING

HA22B

CODE ONE

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.

(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

(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

Page 11 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

Code List

ADLS/PHYSICAL FUNCTIONING
[3.0, G0120]
PFBATHNG

HA23B

CODE ONE

(00) INDEPENDENT
(01) SUPERVISION
(02)PHYSICAL HELP LIMITED TO TRANSFER ONLY
Again referring to the time on or around (HS REF DATE), what was (SP)'s level of self-performance when
(03) PHYSICAL HELP IN PART OF BATHING ACTIVITY
bathing: was (she/he) independent, did (she/he) require supervision, require physical help limited to transfer only, (04) TOTAL DEPENDENCE
(08) ACTIVITY DID NOT OCCUR
require physical help in part of the bathing activity, was (she/he) totally dependent, or did the activity not occur?
(-8) Don't Know
(-9) Refused
PRESS F1 KEY FOR COMPLETE DEFINITIONS.

Routing

HA24PREB - HA24PRBC

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
(01) CONTINUE
(HS REF DATE).

HA24B - HA24BCOD

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

HA25PREB

CODE ONE

(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

(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

IF CCN = NON-MISSING GO TO BOX HA28
ELSE GO TO HA25PREB - HA25PRBC.
CONTINENCE

HA25PRBC

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

CTBOWELC

CTBLADDC

HA28PRBC

HA25B

CODE ONE

CONTINENCE
[3.0, H0400]
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]

HA26B

CODE ONE

BOX HA28

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
(01) CONTINUE
when 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.

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?

BOX HA28B

Page 12 of 32

2024 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.

HA28BOSP

HA28B

VERBATIM TEXT OTHER (SPECIFY)

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

(01) CONTINUOUS ANSWER

HA29B - HA29BCOD

Page 13 of 32

2024 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 14 of 32

2024 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)]
(SHOW CARD HA4)

HA29BCOD

HA29B

CODE ALL

[What active infections were checked on (SP)'s MDS assessment?]
[Look at the following list and tell me what active infections (SP) had on or around (HS REF DATE) according to
the medical record notes.]
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.

OTMDSDIA

BOX HA15B

routing

HA30B

YES/NO

Code List

Routing

(01) MULTIDRUG-RESISTANT ORGANISM (MDRO)
(02) PNEUMONIA
(03) SEPTICEMIA
(04) TUBERCULOSIS
(05) URINARY TRACT INFECTION IN LAST 30 DAYS
(06) VIRAL HEPATITIS
(07) WOUND INFECTION (OTHER THAN FOOT)
(96) NONE OF THE ABOVE
(-8) Don't Know
(-9) Refused

BOX HA15B

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

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

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?

Page 15 of 32

2024 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.

MDCOTH1

MDCOTH2

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.

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

(01) CONTINUOUS ANSWER

BOX HA16A2

(01) CONTINUOUS ANSWER

BOX HA16A3

Page 16 of 32

2024 MCBS Facility Instrument

HS-Health Status

Variable Name

MR Screen Name Question Type

Question Text/Description

Code List

Routing

MDCOTH3

HA31BO3

TEXT

ENTER OTHER DIAGNOSIS 3.
OTHER (SPECIFY)

(01) CONTINUOUS ANSWER

BOX HA16A4

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)

(01) CONTINUOUS ANSWER

BOX HA16A5

BOX HA16A5

routing

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

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

MDCOTH4

MDCOTH5

MDCOTH6

MDCOTH7

MDCOTH8

MDCOTH9

MDCOTH10

Page 17 of 32

2024 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

(01) CONTINUE

HA34B - DEHYD

(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

(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

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 refer to the MDS.)
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]
HA37ABCO

HA37AB

CODE ALL

On or around (HS REF DATE), did (SP) experience the swallowing problem of…
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]
HA37BBCO

HEIGHT

HA37BB

CODE ALL

BOX HA16AB

routing

HA38B

CODE ONE

On or around (HS REF DATE), did (SP) experience the oral problem of…
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.

IF PERS.PERSRNDC = CURRENT ROUND, OR CURRENT ROUND IS FALL ROUND, GO TO HA38B HEIGHT.
ELSE, GO TO HA39B - FCWEIGHT.
ORAL/NUTRITIONAL STATUS
[3.0, K0200]
What (is/was) (SP)'s height in inches?

FCWEIGHT

HA39B

CODE ONE

BOX HA17BB

routing

ORAL/NUTRITIONAL STATUS
[3.0, K0200]
What was (SP)'s weight on or around (HS REF DATE)?
GO TO HA10B - HA10BCOD.
ADVANCED DIRECTIVES
NOT ON MDS

HA10BCOD

HA10B

CODE ALL

(The following questions of the health status section can be pulled from (SP's) medical records, but there may be
(01)a Living Will?
a few items that require the MDS.)
(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
(04) restrictions on feeding, medication, or other treatment restrictions?
on or around (HS REF DATE).
(96) NONE CHECKED
(-8) Don't Know
Did (SP)'s record indicate…

(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.

Page 18 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
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).

Code List

Routing

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

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

(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

PRESS F1 KEY FOR COMPLETE DEFINITIONS.

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)

Page 19 of 32

2024 MCBS Facility Instrument

Variable Name

NMDCOTH2

NMDCOTH3

NMDCOTH4

NMDCOTH5

NMDCOTH6

NMDCOTH7

NMDCOTH8

NMDCOTH9

NMDCOTH10

HA33ACAN

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA15AA2

routing

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

HA33O2

TEXT

ENTER OTHER DIAGNOSIS 2.
OTHER (SPECIFY)

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)

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)

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)

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)

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)

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)

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.

HA33A

CODE ONE

DIAGNOSES/CONDITIONS
[3.0, I0100]
MDS ASSESSMENT DATE: (ASSESSMENT DATE)]
Was cancer checked on the MDS assessment in the section for active diagnoses?

Code List

Routing

(01) Continuous

BOX HA15AA3

(01) Continuous

BOX HA15AA4

(01) CONTINUE

BOX HA15AA5

(01) CONTINUE

BOX HA15AA6

(01) CONTINUE

BOX HA15AA7

(01) CONTINUE

BOX HA15AA8

(01) CONTINUE

BOX HA15AA9

(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

Page 20 of 32

2024 MCBS Facility Instrument

HS-Health Status

Variable Name

MR Screen Name Question Type

HA33PREC

HA33PRE

CODE ONE

Question Text/Description
[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

(01) CONTINUE

Routing

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

(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

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?

CATAROP

HA33E

YES/NO

VISION
NOT ON MDS
Has (SP) ever had an operation for cataracts?
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.

BOX HA15F

routing

CAUSEMCR

HA33F

YES/NO

OTHCAUS

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.

HA43APRE

CODE ONE

HA33HCOD

You told me that (SP) has had [READ CONDITIONS LISTED BELOW.]
(Was this/Were any of these) the original cause of (SP)'s becoming eligible for Medicare?

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS
HA43APRC

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?

Page 21 of 32

2024 MCBS Facility Instrument

Variable Name

HYSTEREC

HS-Health Status

MR Screen Name Question Type

Question Text/Description

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.

HA43C

YES/NO

MAMMOGRAM/PAP SMEAR/HYSERECTOMY
NOT ON MDS
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.

Code List

Routing

(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

HA43DAPC

HA43DAPR

CODE ONE

DRECEXAM

HA43DA

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

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

BLOODPSA

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
[EXPLAIN IF NECESSARY: Did (SP) have a flu shot anytime during the period from September (HS PREVIOUS (01) YES
(-8) Don't Know
YEAR) through December (HS PREVIOUS YEAR)?]
(-9) Refused

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

PRESS "1" TO CONTINUE.

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

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.
PNEUMOCOCCAL VACCINE

PNUESHOT

HA43DD

YES/NO

EVRSMOKE

HA43E

YES/NO

Has (SP) ever had a shot for pneumonia?
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,
O0300].
SMOKING
NOT ON MDS
The next couple of questions are about smoking. Has (SP) ever smoked cigarettes, cigars, or pipe tobacco?

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

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

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

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

Page 22 of 32

2024 MCBS Facility Instrument

Variable Name

NOWSMOKE

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA17D

routing

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.

HA43F

YES/NO

SMOKING
NOT ON MDS
Does (SP) smoke now?

Code List

Routing

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

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

(01) CONTINUE

HA43G - IADSTOOP

(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

(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

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 (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.
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?

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?

Page 23 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description
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).
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?

DIFSHOP

HA43H2

CODE ONE

IADLS
NOT ON MDS
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?

DIFMONEY

HA43H3

CODE ONE

IADLS
NOT ON MDS
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?

BOX HA17F

routing

HA43J

CODE ONE

[Finally, I have a few questions on (SP)'s general health.]
In general, compared to other people of (his/her) age, would you say that (SP)'s health is excellent, very good,
good, fair or poor?

GENHLTH

LIMACTIV

HA43K

HA43L

CODE ONE

CODE ONE

Routing

(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

(00) EXCELLENT
(01) VERY GOOD
(02) GOOD
(03) FAIR
(04) POOR
(-8) Don't Know
(-9) Refused

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

IF SP IS ALIVE, GO TO HA43J - SPHEALTH.
ELSE GO TO BOX HA23B.
GENERAL HEALTH
NOT ON MDS

SPHEALTH

Code List

(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?
Compared to one year ago, how would you rate (SP)'s health in general now? Would you say (SP)'s health is . . .
(-8) Don't Know
(-9) Refused
GENERAL HEALTH
NOT ON MDS

GENERAL HEALTH
NOT ON MDS
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 . . .

(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) HA43L - LIMACTIV
(01) HA43L - LIMACTIV
(02) HA43L - LIMACTIV
(03) HA43L - LIMACTIV
(04) HA43L - LIMACTIV
(-8) HA43L - LIMACTIV
(-9) HA43L - LIMACTIV
(00) BOX HA23B
(01) BOX HA23B
(02) BOX HA23B
(03) BOX HA23B
(-8) BOX HA23B
(-9) BOX HA23B

Page 24 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA23B

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

routing

EDUCATION LEVEL
NOT ON MDS
HEDULEV

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

Code List

Routing

(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

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

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

(01) CONTINUOUS ANSWER

BOX HCEND

(01) CONTINUE

HA1PRE2T2 - HA1PRE2C

(01) CONTINUE

BOX HA2T2

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".

WHYABSTR

HC3

CODE ONE

WHY DID YOU ABSTRACT?

WHYABSOS

HC3

VERBATIM TEXT OTHER(SPECIFY)

BOX HCEND

routing

GO TO HSFINSCR2 - FINSCRN2.

BOX HAT2BEG

routing

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

HA1PRE1C

HA1PRE1T2

CODE ONE

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).
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.

Page 25 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

RECHAVE

HA1T2

YES/NO

HSCONTN1

HA1BT2

CODE ONE

BOX HA2AT2

routing

HA2T2

YES/NO

Question Text/Description
RECORD IDENTIFCATION
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?
DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT THE
MEDICAL RECORDS?

Code List

Routing

(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

(00) NO
(01) YES

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

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

(00) BOX HCENDT2
(01) BOX HA9PRBCT2

(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

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

RECFORMS

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

RECFORM2

HA2BT2

YES/NO

HSCONTN3

HA2CT2

CODE ONE

DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT WITHOUT ANY
MDS FORMS?
RECORD IDENTIFICATION
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?
DO YOU WANT TO CONTINUE THE INTERVIEW FOR THIS SP WITH THIS RESPONDENT?
RECORD IDENTIFICATION

ASSESDT1

HA3BT2

DATE

What is the assessment date on the full MDS assessment or Quarterly Review that was completed closest to (T2
(01) CONTINUOUS ANSWER
REF DATE) for (SP) after (RAD+14)/BCVAD/PreloadSP.LASTVAD].
(-8) Don't Know
(-9) Refused
ENTER DATE IN "MM DD YY" FORMAT.

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

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

FORMTYPE1

CLOSFORM

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.

HA4T2

CODE ONE

BOX HA7T2

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.

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

(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

Page 26 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA9T2B

routing

GO TO BOX HA9T2C.

BOX HA9T2C

routing

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.
RECORD IDENTIIFCATION
[3.0, A0310A]

FORMREAS

HA6T2

CODE ONE

FORMREOS

HA6T2

VERBATIM TEXT OTHER (SPECIFY)

RECMDS

HA7AT2

YES/NO

ASSESDT2

HA7BT2

NUMERIC

BOX HA10T2

routing

ASSESSMENT DATE: {ASSESSMENT DATE)
What was the primary reason for the assessment on the full MDS assessment dated (TCVAD)?

Does (SP)'s medical record contain a full MDS assessment dated between (T2 DATE RANGE).
PRESS F1 KEY FOR COMPLETE DEFINITIONS
What is the date of the full MDS assessment closest to (T2 REF DATE)?
IF NO MDS AVAILABLE, BACK UP AND CHANGE THE RESPONSE.

Code List

Routing

(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

(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

IF CCN=NON-MISSING THEN GO TO HA22PREBT2-HA22PRBC.
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 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.]

(01) Continue

HA11BT2 - COMATOSE

(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

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

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

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?

MENTSUM

HA12ABT2

NUMERIC

BRIEF INTERVIEW FOR MENTAL STATUS (BIMS) SUMMARY SCORE
[3.0, C0500]
ENTER SUMMARY SCORE (0 -15) FROM BIMS.
ENTER ''99" IF THE RESIDENT WAS UNABLE TO COMPLETE THE INTERVIEW.

Page 27 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA12A

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

routing

Code List

Routing

(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/hospital swing bed?
(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

(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

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.

CSMEMST

HA12BT2

CODE ONE

CSMEMLT

HA13BT2

CODE ONE

MEMORY/COGNITIVE SKILLS
[3.0, C0700]
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?
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

BOX HA13BT2

routing

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.
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.

BSNOTOT

HA21BT2

CODE ONE

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

Page 28 of 32

2024 MCBS Facility Instrument

Variable Name

HS-Health Status

MR Screen Name Question Type

Question Text/Description

BOX HA21BT2

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

routing

BEHAVIORAL SYMPTOMS
[3.0, E0500]
BSELFILL

HA21ABT2

YES/NO

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?

Code List

Routing

(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

BEHAVIORAL SYMPTOMS
[3.0, E0800]
BSNOEVAL

BSOFTWAN

HA21CBT2

HA21DBT2

CODE ONE

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 (03) BEHAVIOR OCCURRED DAILY
on or around (T2 REF DATE)? Would you say the behavior was not exhibited, occurred 1 to 3 days, occurred 4 to (-8) Don't Know
(-9) Refused
6 days, but less than daily, or occurred daily?

BEHAVIORAL SYMPTOMS
[3.0, E0900]
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 29 of 32

2024 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…
place the resident at significant risk of getting to a potentially dangerous place?

BSWOTACT

HA21EBT2

YES/NO

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

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

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.

PFEATING

HA22BT2

CODE ONE

ADLS/PHYSCIAL FUNCTIONING
[3.0, G0110]
eating.

(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

(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

Page 30 of 32

2024 MCBS Facility Instrument

Variable Name

PFTOILET

HS-Health Status

MR Screen Name Question Type

HA22BT2

CODE ONE

Question Text/Description

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

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) 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

ADLS/PHYSICAL FUNCTIONING
[3.0, G0120]
PFBATHNG

HA23BT2

CODE ONE

HA24PRBC

HA24PREBT2

CODE ONE

(00) INDEPENDENT
(01) SUPERVISION
(02) PHYSICAL HELP LIMITED TO TRANSFER ONLY
Again referring to the time on or around (T2 REF DATE), what was (SP)'s level of self-performance when bathing: (03) PHYSICAL HELP IN PART OF BATHING ACTIVITY
was (she/he) independent, did (she/he) require supervision, require physical help limited to transfer only, require (04) TOTAL DEPENDENCE
(07) ACTIVITY DID NOT OCCUR
physical help in part of the bathing activity, was (she/he) totally dependent, or did the activity not occur?
(-8) Don't Know
(-9) Refused
PRESS F1 KEY FOR COMPLETE DEFINITIONS.
The next questions are about modes of locomotion and appliances or devices (SP) might have used on or around
(T2 REF DATE).

(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.

FCWEIGHT

BOX HA14BT2

routing

HA39BT2

NUMERIC

BOX HA17BBT2

routing

IF CCN = NON-MISSING GO TO BOX HA17BBT2
ELSE GO TO HA39BT2 - FCWEIGHT
ORAL/NUTRITIONAL STATUS
[3.0, K0200]
What was (SP)'s weight on or around (T2 REF DATE)?
GO TO HC2T2 - DIDABSTR.
DID YOU ABSTRACT?

DIDABSTR

HC2T2

CODE ONE

(01) ALL
TO ABSTRACT MEANS TO OBTAIN INFORMATION FROM THE BENEFICIARY'S RECORDS FOR ENTRY
(02) MAJORITY
INTO THE QUESTIONNAIRE. EXAMPLES OF RECORDS YOU MAY HAVE ABSTRACTED FROM INCLUDE
(03) HALF
THE 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

WHYABSOS

HC3T2

VERBATIM TEXT OTHER (SPECIFY)

BOX HCENDT2

routing

HSFINSCR2

CODE ONE

FINSCRN2

WHY DID YOU ABSTRACT?

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

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

(01) Continuous Answer

BOX HCENDT2

(01) CONTINUE

HSFINSCR - FINSCRN

GO TO HSFINSCR2 - FINSCRN2.
(RETURN TO NAVIGATOR TO CONTINUE INTERVIEW. THE HEALTH STATUS SECTION WAS NOT
COMPLETED./YOU HAVE COMPLETED THE HEALTH STATUS SECTION FOR THIS SP.)
PRESS "1" TO TO CONTINUE.

Page 31 of 32

2024 MCBS Facility Instrument

HS-Health Status

Variable Name

MR Screen Name Question Type

FINSCRN

HSFINSCR

CODE ONE

BOX HSEND

routing

Question Text/Description
YOU HAVE COMPLETED THE HEALTH STATUS SECTION FOR THIS SP.
PRESS "1" TO RETURN TO NAVIGATION SCREEN.

Code List

Routing

(01) CONTINUE

BOX HSEND

GO TO NAVIGATOR

Page 32 of 32


File Typeapplication/pdf
File TitleMedicare Current Beneficiary Survey Section Specifications for HS
SubjectMedicare beneficiares, MCBS facility instrument, 2024, Health Status, HS
AuthorNORC
File Modified2024-02-19
File Created2024-02-16

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