Revised MnCHOICES assessment and support plan documents
Updated 5/16/24
Purpose: To inform lead agencies of documents that can be printed in the MnCHOICES application.
For additional information see CBSM – Forms for long-term services and supports (LTSS) assessment, eligibility and support plans.
Documents created using the MnCHOICES Assessment application
Document title | Purpose | Old title | Generated by | Completion timeline | Received by |
Assessment results | To provide detailed information about MnCHOICES eligibility determination | MnCHOICES eligibility summary | Certified assessor | N/A |
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MnCHOICES assessment | To provide a copy of information documented in the MnCHOICES assessment | MnCHOICES assessment report. | Certified assessor | N/A. |
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Assessment summary | To provide a summary of what the certified assessor discovered through the assessment process and identifies next steps, based on a person’s needs | Community support plan (CSP). | Certified assessor (after every MnCHOICES assessment) | No later than 60 calendar days from the in-person assessment as indicated by the activity date (Care coordinators: Follow MCO timelines) |
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Functional assessment | To provide an abbreviated summary of the assessment for authorized reviewers (Not usually printed) | MnCHOICES functional assessment. | N/A |
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Supplemental summary charts | To provide information for the delivery of Community First Services and Supports/personal care assistance (CFSS/PCA) services, based on assessment results | PCA provider report | Certified assessor (when the person is eligible for CFSS/PCA services) | Within 10 business days of the assessment |
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Health risk assessment—Managed care organization (HRA-MCO) | To provide a copy of information in the HRA | HRA | Care coordinator | N/A |
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Reports created using the MnCHOICES Support Plan application
Document / report title | Purpose | Formerly titled | Generated by | Completion timeline | Received by |
Support plan | A summary of the person’s choice of supports and/or services and the person’s preferences for the delivery of supports/services |
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About me; My care team | To highlight important information from the about me section, including a person’s care team | NA |
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Care coordination next steps indicator report | To provide a high-level summary of some responses to parts of the HRA or MnCHOICES assessment about staying healthy. It provides a report that highlights requested assistance and necessary follow up | NA |
| N/A |
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MnCHOICES forms in eDocs or MnCHOICES Help Center
Document / report title | Purpose | Formerly titled | Generated by | Completion timeline | Received by | |||||
To capture important information about the conversation with a person during a MnCHOICES assessment. Assessor uses this when developing an assessment summary | Community support plan (CSP) worksheet | Certified assessor Note: not used by MSHO/MSC+ assessor/care coordinators | This form is left with a person at the time of the assessment (Note: Add a copy of this form to the person’s record in MnCHOICES) |
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To use for communication between case managers/care coordinators and certified assessors | MnCHOICES Reassessment Communication Form |
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CFSS to PCA conversion worksheet |
| N/A |
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