Care Coordination
ACT
AOT
Date:
Last Name
First Name
SSN
Address:
Street
Apt.
Town
Alt.
Address:
State
Street
Zip
Apt.
Town
State
Zip
Mobil Phone:
Alt. Phone:
E-mail address:
DEMOGRAPHIC INFORMATION
DOB:
Race:
Age:
White
Black
Hispanic/Latino
Asian
Gender:
Male
Alaskan Native
American Indian
Female
Transgender
Native Hawaiian
Pacific Islander
Other, specify:
Ethnicity:
Hispanic
Not Hispanic
Primary Language (spoken at home):
English
Spanish
Other (specify):
Primary Language During Service Provision:
English
Spanish
Other (specify):
If necessary, who will interpret?
ENTITLEMENTS
Medicaid
Medicaid Managed Care
Medicare
Private Insurance
No Insurance
Medicaid Number:
Medicaid Number:
Managed Care Provider:
Medicare number:
Insurance Provider:
REFERRAL SOURCE
Self, family or friend
Mental Health outpatient
Mental Health inpatient
Mental Health residential
Substance Abuse Program
MR/DD Facility
General Hospital ER
General Hospital (inpatient)
Other medical provider
Family Court
Criminal Court
Parole
Probation
BHO
Other Health Home:
specify:
Applicant:
Medicaid #
REFERRAL INFORMATION
Name
Title:
Agency:
Phone #:
Ext:
Axis II
Axis III
Axis IV
Axis V
Current:
Past Year:
Hypertension
Obesity (BMI >25)
HIV/AIDS
APPROPRIATENESS FOR HEALTH HOME (Significant behavioral, medical or social risk factors that can be addressed
through care coordination) CHECK ALL THAT APPLY AND EXPLAIN BELOW
Probable risk for adverse event, e.g., death, disability, inpatient or nursing home admission
Lack of or inadequate social/family/housing support
Lack of or inadequate connectivity with healthcare system
Non-adherence to treatments or medication(s) or difficulty managing medications
Recent release from incarceration or psychiatric hospitalization
Deficits in activities of daily living such as dressing, eating, etc.
Learning or cognitive issues
Page 2 of 4
Applicant:
Medicaid #
Rationale (provide explanation/information/examples of items checked above, e.g., client is a BOCES graduate with cognitive
impairments and diabetes who has lost his support network and is having difficulty keeping appointments):
NS/LIJ
Yes
Yes
Date
No
No
The supporting documentation has been reviewed and this client meets eligibility and
appropriateness for a health home. Assigned for Initial Screening to:
OR
The supporting documentation has been reviewed and this client does not meet eligibility and
appropriateness for a health home. Referral source has been notified.
HH Reviewer Print Name
HH Reviewer Signature
Date
Page 3 of 4
Applicant:
Medicaid #
To
NO
YES
NO
Please provide a brief narrative as to why this individual would benefit from an AOT Order:
Page 4 of 4