Commonwealth Care Alliance Individual Preference Plan (IPP):
Date: ______
Member Name: ______DOB:______
Is (Name to be filled in)still your personal care attendant (PCA)?
YesNo (If not, who is new PCA? ______)
How often does he/she help you (with your needs)?
DailyMon-Fri3-4 days/weekonce/weekOther
Do you think he/she understands your needs?YesNo
Do you think he/she knows how to respond to them?YesNo
Do you have any additionalneeds or concerns that you would like your PCA to meet? If so, what are they?
Do you have any informal support or informal caregivers other than your PCA(s)?
Name(s): ______
Phone Number:______
Relation:______
What does (informal support/informal caregiver) help you with? ______
Do you have acurrent:
Health Care Proxy YesNo Who?
Power of Attorney YesNoWho?
Legal Guardian YesNoWho?
Conservator YesNoWho?
Rate Payee YesNoWho?
Surrogate YesNoWho?
PCA Care Plan
Do you have a copy of the PCA Care Plan prepared by your primary care team?
Yes No If No, Would you like a copy? YesNo
Are you able to understand the PCA Care Plan prepared by your primary care team?
Yes No
If not, would you like help in following or understanding it? ______
Do you have a PCA schedule with specific tasks for the PCA? YesNo
If not, would you like to do a PCA schedule? YesNo(See sample form)
Do you have any specific concerns regarding your PCA? Yes No
__Not doing tasks __Coming late __Not communicating effectively __Other(s)
(E.g. changing work schedule without consulting with me; bringing child or friends to work)
If yes, do you want help?YesNo
If yes,what issues would you like assistance with? ______
What type of assistance? ______
Training/Skill Development Interest
Are you interested in having your PCA(s) receive more training and skill development?
YesNoIf so, what would you be interested in your PCA(s) learning more about?
First AidCPR MedicationsActivities of Daily Living
Home Safety NutritionMental Health Mobility
Communication and Listening Skills Quality of Life
Computer Classes Protective Services Fraud
Confidentiality Universal Precautions ESOL
Fundamentals of Care Working with the primary care team
If you are not interested in having your PCA learn more about any of the subjects listed above, please let us understand why: ______
If your PCA attended any of these training opportunities, would you need coverage to assist you during those hours? Yes• No•
How much time:______
IndividualizedTraining specific to your own needs:
1.Does your PCA help you with any of these daily activities?
Bathing or showering? ______
Dressing? ______
Toileting? ______
Washing up? ______
Getting in and out of bed? ______
Walking? ______
Eating? ______
Would you like us to help you teach your PCA to do any of these tasks better?
Yes Which ones? ______
No
2.Does your PCA help you with any of these additional activities?
Shopping? ______
Cleaning or doing laundry? ______
Cooking or preparing food? ______
Paying bills? ______
Taking your medications? ______
Getting around town? ______
Talking on the telephone or using a computer? ______
Would you like us to help you teach your PCA to do any of these tasks better?
Yes Which ones? ______
No
Would you be interested in attending any of thesetrainings with your PCA:
Yes No
If so, which trainings?
First AidCPRMedications reconciliationNutrition
Home SafetyDiabetes Activities of Daily Living Mobility
Mental Health Communication and Listening Skills
Quality of Life Computer Classes Protective Services
Fraud Confidentiality Universal Precautions
ESOL Fundamentals of Care
Working with the primary care team
Other:______
Would you be interested in attending any of CCA’s workshops on chronic illness? Yes No
Chronic Disease Self Management/Tomando?YesNo
Diabetes management?YesNo
Would you be interested in having your PCA attend as well?Yes No
Communication with Care Team
Would you feel comfortable with your PCA communicating directly with your CCA primary care team/care manager?Yes No Only under certain circumstances
If yes, what types of issues are you comfortable with your PCA communicating about?
Health issues/concernsMedications Follow up appointments
PCA payments Health Care Proxy Emergency Only
Conflict resolutionOther(s)______
All of the above
If yes, would you be comfortable withyour PCA communicating with yourprimary care team only when you are present?Yes No
If only under certain circumstances, what circumstances would you feel comfortable withyour PCA communicating with your Commonwealth Care Alliance Team about?
Health issues/concernsMedications Follow up appointments
PCA payments Health Care ProxyEmergency Only
Conflict resolutionOther(s) ______
Does your PCA currently talk with members of your primary care team/your Care Manager? If so, what is the usual topic of this communication?
If yes, are you usually there during these talks?
If no, would you like to be there?
Either way, are you comfortable with your PCA talking to your Care Manager when you are not there to listen?
Would you be interested inhaving an opportunity to talk with your primary care team about your goals & concerns?
YesNoIf yes, how often?______
Who wouldyou like present at this discussion?PCA RN GSSC Surrogate
MA LPN PCA Project Coordinator NP MD
None of the above Other(s)______
Individual Preference Plan (Action Plan)
Name of Consumer:______
1)My top goal is:______
______
______
2)Why is this accomplishment important to you? ______
3)How are you preparing to accomplish this goal?
______
______
______
4)Who is helping you with this accomplishment and how he/she helping you?
______
______
Rev01-04-13/DL
© 2013 Commonwealth Care Alliance, Inc.