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OFH Assessment Tool

OFH Assessment Tool

Walk through each section to evaluate whether a potential resident is a good match for your home, following the Oregon APD 0902 screening & assessment form. Nothing here is saved anywhere — it stays in this browser tab until you generate the PDF.

You have a saved draft from on this browser.

1Resident information APD 0902

Basic identifying and admission details.

2Insurance & payment APD 0902

3Resident representatives APD 0902

Responsible person

Other significant person

Emergency contact

4Additional contacts

Any other relatives, legal representatives, or providers worth tracking beyond the fields above.

5Medical professional information APD 0902

Primary physician

Specialist

Dentist

Home health

Pharmacy information

6Diagnoses & history

Select all current diagnoses or active impairments that apply.

7Medications

Current prescriptions, plus any practitioner-reviewed over-the-counter preferences.

8Professional orders

Signed practitioner orders for active treatments, therapies, or special diets.

9Advance directives APD 0902

10Registered nursing tasks APD 0902

11Medical equipment & supplies APD 0902

Mark whether the resident currently has (H) or needs (N) each item.

Equipment supplier

12Interviews conducted APD 0902

The screening process must include interviews with multiple persons.

13Mental status APD 0902

14Activities of Daily Living (ADLs) — assistance level

Level of assistance required for each activity (your home’s own detailed scale).

15Bathing APD 0902

16Dressing APD 0902

17Toileting APD 0902

18Mobility, ambulation & transferring APD 0902

19Personal grooming & hygiene APD 0902

20Eating & dietary needs APD 0902

Dietary requirements (your home’s checklist)

21Communication APD 0902

22Night needs APD 0902

23Activities, interests & preferences APD 0902

24Emergency exiting APD 0902

Can this individual, along with all other occupants, evacuate the home in three minutes or less?

25Wandering & elopement APD 0902

26Other care needs APD 0902

Check I (Independent), A (Assistance), or F (Full Assistance) for each.

27Risk management

Classification reference (APD 0902):
  • Class 1 – may only admit residents who need assistance in no more than four ADLs
  • Class 2 – may admit residents who require assistance in all ADLs, but full assistance in no more than three
  • Class 3 – may admit a resident who requires full assistance in four or more ADLs, but only one resident who requires bed-care or full assistance with all ADLs

28Required disclosures

For CBC / Assisted Living settings.

For Adult Foster Home settings.

For I/DD foster home settings.

For Residential Care Facility settings.

Oregon private-pay residents must be formally notified of their right to a state long-term care assessment, documented on form SDS 913 or APD 0902.

29Summary of activities of daily living APD 0902

I = Independent · A = Assistance · F = Full Assistance

30Determination APD 0902

If you answer “No” to even one of the following, you may not admit the resident to your home.

31Signature APD 0902

Overall recommendation

Your home’s own assessment of whether this is a good fit.

📄Review & generate PDF

A summary of everything entered. Check it over, then generate the PDF.

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