Functioning case management programs build clients’ capacity to manage and maintain health while living with HIV. Routine psychosocial assessments help a case management program identify areas of needed support, training, or treatment and act upon those needs. A complete psychosocial assessment includes all of the following elements: 

• Family/domestic situation
• Housing status
• Source of income
• Health insurance
• Cultural beliefs and practices
• Language barriers
• Access to HIV primary care
• Sisclosure of HIV infection
• Mental health screening
• Substance use screening
• Domestic violence

Clients/Patients should receive a complete psychosocial assessment every 6 months.

Formula:  The number of clients/patients with at least two case management visits in the past 12 months who had a documented, complete psychosocial assessment in the last 6 months, divided by the total number of HIV/AIDS clients/patients with at least two case management visits in the past 12 months. Mulitiply by 100 to calculate percent.

More than 90 percent of patients/clients in case management will have a complete psychosocial assessment every 6 months.

Every month (or at the frequency established by your quality improvement effort), select a random number of patient/client records to assess. Identify your sample (patients/clients who had least two case management visits in the past 12 months). Count the number of patients/clients in the sample with a documented complete psychosocial assessment performed in the past 6 months.  Divide by the total number of patients with at least two case management visits in the past 12 months. Multiply by 100 to calculate percent.

The National HIVQUAL Project’s Minimum Sample Table will help you determine the number of records to include in your sample. The Research Randomizer can generate a random number series to help you select which records to review.