Care Coordination/PACE Care Planning
DM
PACE Compliance: 94%
IDT Meeting Current
3 Plans Due for Review
CMS Audit Ready
PACE Participants 47 Active
EM
Eleanor Mitchell
DOB: 03/12/1938 · Risk: High
RJ
Robert Johnson
DOB: 07/28/1935 · Risk: Medium
MG
Maria Gonzalez
DOB: 11/05/1940 · Risk: Low
WC
William Chen
DOB: 05/19/1933 · Risk: High
DP
Dorothy Patterson
DOB: 02/14/1937 · Risk: Medium
HL
Harold Lewis
DOB: 09/30/1942 · Risk: Low
BT
Beatrice Thompson
DOB: 06/08/1936 · Risk: High
JM
James Morrison
DOB: 12/22/1939 · Risk: Medium
RW
Ruth Washington
DOB: 04/17/1941 · Risk: Low
CK
Charles King
DOB: 08/11/1934 · Risk: High
EM
Eleanor Mitchell
DOB: 03/12/1938 · Age 86 · PACE ID: P-00142 · Enrolled: Jan 2021
High Risk Active PACE
Medical
Social
Functional
Cognitive
Nutritional
Spiritual
Care Goals
IDT Team
DHC Schedule
Review Cycle
Primary Diagnoses
CHF (I50.32)Stage III, Systolic
T2DM (E11.9)Uncontrolled
CKD (N18.3)Stage 3
HTN (I10)With Complications
Medications
Furosemide 40mgDaily
Metformin 500mgBID
Lisinopril 10mgDaily
Carvedilol 6.25mgBID
Recent Lab Values
HbA1c8.7% ↑
BNP342 pg/mL
eGFR41 mL/min
BP (Last)128/78 mmHg
Preventive Services
Flu Vaccine✓ Oct 2024
Pneumococcal✓ Mar 2023
Eye ExamDue Jan 2025
Dental CleaningOverdue
Living Situation
ResidencePrivate Home
Lives WithAlone
Primary CaregiverDaughter (Sarah)
Emergency ContactSarah Mitchell
SDOH Factors
Food SecurityStable
TransportationPACE Transport
Social IsolationModerate Risk
Financial StressLow
ADL Assessment
BathingPartial Assist
DressingPartial Assist
ToiletingIndependent
TransferringSupervision
ContinencePartial
FeedingIndependent
IADL Assessment
Medication MgmtDependent
FinancesDependent
ShoppingDependent
HousekeepingPartial Assist
Meal PrepPartial Assist
Cognitive Screening
MMSE Score21/30 (Mild)
Last AssessmentOct 15, 2024
Dementia DxEarly Alzheimer's
Decision MakingIntact with Support
Behavioral Indicators
Wandering RiskLow
AgitationRare
Sleep DisturbanceOccasional
Nutritional Status
MNA Score22/30 (At Risk)
Weight142 lbs
BMI24.1
Diet TypeLow Sodium, Diabetic
Dietary Orders
Sodium<2g/day
Fluid Restriction1.5L/day
TextureSoft/Minced
SupplementEnsure (1x/day)
Spiritual & Cultural Preferences
Religious AffiliationCatholic
Spiritual NeedsChaplain Visits Monthly
Cultural BackgroundIrish-American
LanguageEnglish (Primary)
EOL PreferencesDNR on File
Advance Directive✓ On File (2022)
GoalDomainMeasurable OutcomeTarget DateProgressStatus
Improve glycemic control Medical HbA1c <7.5% by review Mar 2025
65%
In Progress
Maintain CHF stability Medical No hospitalizations Q1 Mar 2025
80%
On Track
Increase social engagement Social 3+ DHC days/week Ongoing
90%
Achieved
Improve ADL independence Functional Independent bathing by Q2 Jun 2025
30%
Needs Attention
Cognitive engagement Cognitive MMSE score ≥22 at 6-month review Apr 2025
50%
In Progress
MD
Dr. James Park
Attending Physician
Last note: Today
RN
Sandra Torres, RN
Primary Nurse
Last note: Yesterday
SW
Lisa Chen, MSW
Social Worker
Last note: 3 days ago
PT
Mike Johnson, PT
Physical Therapist
Last note: 1 week ago
OT
Amy Wilson, OT
Occupational Therapist
Last note: 1 week ago
RD
Patricia Kim, RD
Registered Dietitian
Last note: 2 weeks ago
Next IDT Meeting
Thursday, April 10, 2025 at 10:00 AM · Conference Room B
Day Health Center Schedule — Week of Apr 7, 2025
Mon
8:30 AMVitals Check
10:00 AMPT Session
2:00 PMRecreational
Tue
9:00 AMNursing Assessment
11:00 AMGroup Activity
Wed
8:30 AMVitals Check
10:30 AMOT Session
1:30 PMSocial Worker
Thu
9:00 AMIDT Meeting
11:00 AMPT Session
Fri
8:30 AMVitals Check
10:00 AMRecreational
2:00 PMFamily Conference
6-Month Review Cycle — Plan Year 2025
Next formal review due: April 15, 2025
Initial
Jan 2024
6-Month
Jul 2024
!
Annual
Jan 2025
4
6-Month
Jul 2025
5
Annual
Jan 2026
Annual Review Checklist
AI Assistant
  • Select a PACE participant from the left panel to load their comprehensive care plan.
  • Use the colored risk dots (red=high, amber=medium, green=low) to prioritize outreach.
  • Navigate between assessment domains using the tab bar at the top of the care plan.
  • The compliance badges at the top show overall program health at a glance.
  • Medical: Primary diagnoses, current medications, lab trends, and preventive care status.
  • Social: Living situation, social determinants of health (SDOH), caregiver status.
  • Functional: ADL/IADL assessment scores for daily living independence.
  • Cognitive: MMSE scores, dementia diagnosis, behavioral indicators.
  • Nutritional: MNA score, dietary restrictions, supplement orders.
  • Spiritual: Religious preferences, cultural background, advance directives.
  • Care goals must have measurable outcomes and target dates per PACE regulations.
  • Update goal progress after each IDT meeting or participant interaction.
  • The 6-month review cycle is mandatory — complete all checklist items before the review date.
  • Overdue reviews generate a compliance alert on the program dashboard.
  • The IDT tab lists all interdisciplinary team members and their last documentation date.
  • IDT meetings must be documented within 72 hours per CMS guidelines.
  • Use the DHC Schedule tab to view and manage Day Health Center attendance.
  • Service Authorization links are available via the "View Auth" button in the participant header.