Section F Intent:
The intent of items in this section is to obtain information regarding the resident’s preferences for his or her daily routine and activities. This is best accomplished when the information is obtained directly from the resident or through family or significant other, or staff interviews if the resident cannot report preferences. The information obtained during this interview is just a portion of the assessment. Nursing homes should use this as a guide to create an individualized plan based on the resident’s preferences, and is not meant to be all-inclusive. (CMS’s Resident Assessment Instrument (RAI) Manual, Chapter 3).
Select the topic to view or close the training information.
RAI Manual for MDS 3.0
The RAI Manual is CMS’s official guide to MDS 3.0. This manual contains six chapters plus appendices. Chapter 3 includes step-by-step instructions for completing each section of the MDS 3.0. Since Chapter 3 Section F: Preferences for Customary Routine and Activities. The RAI Manual could take between 3 to 10 minutes to download.
Directions: When you follow the link below, you will open the MDS 3.0 RAI Manual page on the U.S. Department of Health and Human Service, Centers for Medicare and Medicaid Services (CMS) site. Once you are on this page, scroll to the download section. Select MDS 3.0 RAI Manual.
MDS 3.0 Forms (Resident Assessment & Care Screening All Item Listing)
Directions: When you follow the link below, you will open the MDS 3.0 Technical Information page on the U.S. Department of Health and Human Services, Centers for Medicare and Medicaid Services (CMS) site. Once you are on this page, scroll to the download section. Sometimes you may find two releases of the Item Subsets in the download section; you will need to pay attention to the dates to get the right one to meet your needs. Select MDS 3.0 Item Subsets to download the files.
MDS 3.0 Coding Training Section
Instructor Guides
This link will take you to PDF files of PowerPoint Slides with Instructor Notes used in CMS Training of Trainers. You can go through this training material at your own pace. You may find it helpful to have a copy of the MDS 3.0 forms when you review this information. Please refer to the RAI Manual and CMS Transmittals of Changes.
Presentation Slides
This link will take you to the CMS PowerPoint Slides developed for Training of Trainers for Section F. This PowerPoint includes only the slides; it does not include trainer notes or audio of the training.
Supplemental Training Handouts
There are no supplemental training handouts or interview aids for Section F.
Training Vidoes
If you would like to see a 35 minute video of the actual CMS Training of Trainers session on Section F: Preferences for Customary Routine and Activities presented by Rena Shepherd (held in August 2010) view this YouTube video.
CAAs and CATs
Certain responses to questions in the MDS 3.0 will point to conditions, symptoms and other areas of concern that need further assessment in order to help the facility develop a comprehensive individualized care plan. These responses will “trigger” (Care Area Trigger, CAT) the need to complete a Care Area Assessment (CAA). Chapter 4 of the RAI Manual covers the Care Area Assessment (CAA) Process and Care Planning.
Directions: When you follow the link below, you will open the MDS 3.0 RAI Manual page located on the U.S. Department of Health and Human Service, Centers for Medicaid and Medicare Services (CMS) site. Once you are on this page, scroll to the download section. Select MDS 3.0 RAI Manual. See Chapter 4 in the MDS 3.0 RAI Manual.
Link to CAAs and CATs material
Responses to the following Items in Section F: Preferences for Customary Routine and Activities may trigger the facility to conduct a Care Area Assessment.
- F0500A (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500B (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500C (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500D (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500E (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500F (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500G (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0500H (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0600 (CAA 7 – Psychosocial Well-Being)
- F0800L (CAA 10 – Activities)
- F0800M (CAA 10 – Activities)
- F0800N (CAA 10 – Activities)
- F0800O (CAA 10 – Activities)
- F0800P (CAA 10 – Activities)
- F0800Q (CAA 7 – Psychosocial Well-Being & CAA 10 – Activities)
- F0800R (CAA 10 – Activities)
- F0800S (CAA 10 – Activities)
- F0800T (CAA 10 – Activities)
Case Mix
Long Term Care facilities receive reimbursem*nt through two government programs: Medicare and MaineCare. Both programs reimburse Long Term Care facilities based on measures of the intensity of care and services required for each resident. Case Mix refers to the aggregate level of services and care needed by all the residents of a Long Term Care facility.
Medicare reimbursem*nt is based on a category-based classification system called Resource Utilization Group IV (RUG-IV). Certain responses on the MDS 3.0 determine assignment of a resident to a RUG-IV group. Medicare reimbursem*nt guidelines are the same all across the country.
Medicaid reimbursem*nt rules and guidelines differ from state to state. Currently Maine's Medicaid program (called MaineCare) uses a Case Mix system that differs from the Medicare system.
Some questions in Section F: Preferences for Customary Routine and Activities effect Case Mix for RUG-IV (Medicare) and RUG-III (MaineCare). Select the link below for a copy of the MDS 3.0 Item Subset that identifies relevant questions.
Link to MDS 3.0 Item Subset (10/01/2015)
