Behavioral Health Evaluation

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This document is intended to serve as a template for a behavioral health committee meeting in an extended care facility. The State Operations Manual (SOM), Appendix PP - "Guidance to Surveyors for Long Term Care Facilities" (F309 Quality of Care and F329 Unnecessary Drugs) were the foundation in which this template was created. Sections of this document include: Part 1: Pharmacist (Meeting Preparation) Part 2: Social Services / Nursing (Meeting Preparation) Part 3: Social Services (Meeting Preparation) Part 4: Behavioral Health Committee Meeting Documentation Part 5: Clinical Contraindication Documentation - Psychopharmacologic Therapy - Sedative / Hypnotic Medications - Antipsychotic Medication

Part 1: Pharmacist (Meeting Preparation) A. List all medications given to manage behavior(s), stabilize mood, or treat a psychiatric disorder, include indication for use, start date, date of last attempted gradual dose reduction, and result of that reduction. Start Date Medication Name, Dose, & Directions for Use Indication for Use Last Change in Therapy Dose Change Successful? Comments:

Part 2: Social Services / Nursing (Meeting Preparation) B. What targeted behavior(s) are being monitored? Is there a care plan in place for each behavior? (Please bring behavior log/monitoring for the previous 3 months to Behavioral Health Committee Meeting.) Targeted Behavior(s) Frequency of Targeted Behavior(s) (Indicate Appropriate Description) Care Plan Last Updated (Date) PRN Medication Administered for Targeted Behavior(s) C. What Non-Pharmacological measures/techniques have been attempted to manage the targeted behavior(s), and which are most effective for this particular resident?

Part 3: Social Services (Meeting Preparation) D. What is the reason for this review? Review condary to a Recent Behavior(s) E. Results of Relevant Scales Most Recent BIMS Result: / / Result: / / Most Recent PHQ9 Result: / / Result: / / F. Is the resident currently being followed by Psychological Services? Yes, Date last seen: / /

Part 4: Behavior Health Committee Meeting Documentation G. Have the resident s targeted behavior(s) changed since the last evaluation? Improved Worsened No Change Comments: H. Do the targeted behavior(s) represent danger to self or others? Yes (please explain) No Comments: I. Have precipitating events to the targeted behavior(s) been identified? Yes (please explain) No Comments: J. Evaluate if this resident is a candidate for a dose reduction at this time? Yes (specifically which therapy) No (specifically which therapy) See Page 5 for Clinical Contraindication Documentation K. Committee Recommendations? Prescriber Signature/Title Date Agree Disagree (brief rationale for compliance)

Part 5: Clinical Contraindication Documentation - Psychopharmacologic Therapy: Twice the First Year (two separate quarters with one month in between attempts), Annually Thereafter L. Psychopharmacologic Clinical Contraindication: Name of Medication: Target Symptoms Returned/Worsened with Most Recent Dose Reduction within the Facility Benefit of Therapy Outweighs Risk of Therapy. Adverse Drug Reactions are monitored by facility staff, prescriber, and consultant pharmacist on a routine basis. Additional Documentation by Prescriber where Appropriate: Prescriber Signature/Title Date Agree Disagree (brief rationale for compliance) Prescriber Rationale for Disagreement:

Part 5: Clinical Contraindication Documentation - Sedative/Hypnotic Medications: Quarterly M. Sedative Hypnotic Clinical Contraindication: Name of Medication: Target Symptoms Returned/Worsened with Most Recent Dose Reduction within the Facility Benefit of Therapy Outweighs Risk of Therapy. Adverse Drug Reactions are monitored by facility staff, prescriber, and consultant pharmacist on a routine basis. Additional Documentation by Prescriber where Appropriate: Prescriber Signature/Title Date Agree Disagree (brief rationale for compliance) Prescriber Rationale for Disagreement:

Part 5: Clinical Contraindication Documentation - Antipsychotic Medication: Twice the First Year (two separate quarters with one month in between attempts), Annually Thereafter N. Antipsychotic Clinical Contraindication: Name of Medication: (Psychiatric Disorder Only) Target Symptoms Returned/Worsened with Most Recent Dose Reduction within the Facility Benefit of Therapy Outweighs Risk of Therapy. Adverse Drug Reactions are monitored by facility staff, prescriber, and consultant pharmacist on a routine basis. Additional Documentation by Prescriber where Appropriate: (Required for Dementia Only Therapy) Prescriber Signature/Title Date Agree Disagree (brief rationale for compliance) Prescriber Rationale for Disagreement:

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