INFO: Primary Care Provider (PCP) Assessments

The PCP Assessment Workflow provides a step-by-step overview of how Primary Care Providers complete assessments—comprehensive, semi-annual, and status change—from start to finish. It outlines how PCPs are notified when an assessment is due based on the 180-day compliance timeframe and details how to document assessment information and link it to assessments completed by other disciplines.

Best Practices & Tips

✔ PCP assessments will be completed within an encounter note to ensure regulatory compliance.

✔ To stay on track with upcoming assessments, PCPs should use the Assessments module, Task Management, and Scheduling tools to identify due dates and ensure participants are seen in a timely manner.

✔ Refer to Visit Note Documentation for best practices on documenting within encounter notes.

✔ Refer to Assessments for detailed guidance on additional assessment workflows.