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Run: CAA Documentation Worksheet

CAA Documentation Worksheet for recording each triggered Care Area Assessment, the resident factors behind it, and the care plan actions that follow. Use it ...

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Resident and Assessment Context

Resident Identifier (required)

Use the facility's resident identifier or medical record number. Avoid entering unnecessary PII.

Assessment Reference Date (required)

Date the MDS assessment or CAA review is being documented.

Triggered CAA Area (required)

Trigger Source (required)

Select all sources that caused this CAA to trigger.

CAA Analysis

Trigger Summary (required)

Briefly describe what triggered the CAA and the key facts supporting the review.

Resident Strengths and Supports

Document abilities, preferences, supports, or protective factors relevant to this care area.

Contributing Factors (required)

Identify factors that may be contributing to the triggered area.

Current Severity / Impact (required)

Rate the current impact of the triggered area on the resident's function or well-being.

Clinical Analysis (required)

Provide the interdisciplinary analysis of the issue, including why it is present, how it affects the resident, and any relevant patterns or trends.

Risks, Goals, and Interventions

Identified Risks (required)

Select the primary risks associated with this care area.

Care Plan Update Needed? (required)

Planned Interventions (required)

List each intervention or monitoring action planned for this triggered area.

Follow-Up Timeline (required)

Interdisciplinary Review and Attestation

Reviewed By Role (required)

Interdisciplinary Input

Select disciplines that contributed to the analysis, if applicable.

Attestation (required)

I attest that this CAA documentation reflects the resident-specific analysis and supports the care plan and audit trail.

Yes No N/A

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