Source anchor
CMS MDS 3.0 RAI Manual v1.20.1 is the governed baseline currently attached to this lookup item.
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MDS Lookup
Referral
Item Rationale
Matrix review
5 matrix group(s) are already attached for review on this item.
Answer coverage
2 governed answer row(s) are attached for this item.
Answer Codes
Code 0
No
if a referral has not been made.
Code 1
Yes
if a referral has been made. If a referral has been made skip to V0100. Items From the Most Recent Prior OBRA or Scheduled PPS Assessment.
What this item is
Item Rationale
When to use it
Use this item when the facility is completing content tied to Section Q and needs to stay anchored to v1.20.1.
Reminders
- Current source status: Published.
- Item locator: Manual page Q-22
- CMS exact locator: Manual page Q-22
- This item has 2 governed answer row(s) attached.
Source awareness
This page is grounded in CMS MDS 3.0 RAI Manual v1.20.1. Review the exact text and locators before treating the item as final reference content.
Source & Review
Manual
CMS MDS 3.0 RAI Manual v1.20.1
Status
Published
Effective start
2025-10-01
Item locator
Manual page Q-22
CMS exact locator
Manual page Q-22
Full CMS Text
Item Rationale
Health-related Quality of Life
Returning home or transitioning to a non-institutional setting can be very important to the resident’s health and quality of life.
Planning for Care
Some NH residents may be able to return to the community if they are provided assistance and referral to appropriate community resources to facilitate care in a non- institutional setting. Coding Instructions for Q0610, Has a referral been made to the Local Contact Agency (LCA)?
Code 0, No: if a referral has not been made.
Code 1, Yes: if a referral has been made. If a referral has been made skip to V0100.
Items From the Most Recent Prior OBRA or Scheduled PPS Assessment.
Coding Tips
State Medicaid Agencies (SMAs) are required to have designated LCA and a State point of contact (POC). The SMA is responsible for coordinating implementation of Section Q and designating LCAs for their State’s SNFs and NHs. These LCAs may be single entry point agencies, Aging and Disability Resource Centers, Money Follows the Person programs, Area Agencies on Aging, Centers for Independent Living, or other entities the State may designate. LCAs have a Data Use Agreement (DUA) with the SMA to allow them access to MDS data. It is important that each facility know who their LCA and POC are and how to contact them. Resource availability and eligibility varies across States and local communities and may present barriers to allowing some residents to return to their community. The NH and LCA staff members should guard against raising the expectations of residents and their family members of what can occur until more information is obtained. Close collaboration between the NH and the LCA is needed to evaluate the resident’s medical needs, finances and available community transition resources. The LCA can provide information to the SNF/NH on the available community living situations, and options for community based supports and services including the level and scope of what is possible. The LCA team will explore community care options/supports and conduct appropriate care planning to determine if transition back to the community is possible. Resident support and interventions by the NH staff may be necessary if the LCA transition is not successful because of unanticipated changes to the resident’s medical condition, problems with securing appropriate caregiving supports, community resource gaps, etc., preventing discharge to the community.
Examples
1. Resident S is a 48-year-old individual who suffered a stroke, resulting in paralysis below the
waist. They are responsible for their 8-year-old child, who now stays with their grandparent. At the last Quarterly assessment, Resident S had been asked about returning to the community and their response was “Yes” to item Q0500B and they report no contact from the LCA. Resident S is more hopeful they can return home as they become stronger in rehabilitation. They want a location to be able to remain active in their child’s school and use accessible public transportation when they find employment. They are worried whether they can afford or find accessible housing with wheelchair accessible sinks, cabinets, countertops, appliances, doorways, etc. The social worker documented the resident’s responses and made a referral to the LCA.
Coding: Q0500B would be coded 1, Yes;
Q0610A would be coded 1, Yes.
Rationale: The social worker or discharge planner would make a referral to the
designated LCA for their area and Q0610A would be coded as 1, Yes, because a referral to the designated LCA was made.
2. Resident V is an 82-year-old individual with right sided paralysis, mild dementia, and
diabetes who was admitted by the family because of safety concerns due to falls and difficulties cooking and proper nutrition. Resident V said no to Q0500B, but that they may wish this information at a later date, expressing their feeling that they are not yet ready to plan for community transition. They need to continue their rehabilitation therapy and regain their strength and ability to transfer. The social worker plans to talk to the resident and their family during future Quarterly assessments to determine whether a referral to the LCA is needed for Resident V to return to the community.
Coding: Q0610A would be coded 0, No.
Rationale: Resident V indicated that they wanted to have an opportunity to talk to
someone about return to community, but that they were not yet ready. The NH staff will focus on their therapies and talk to them and their family to obtain more information for discharge planning in future months. Q0610A would be coded as 0, No. The Care Area Assessment #20 is triggered and it will be used to guide the follow-up process. Because a referral was not made at this time, care planning and progress notes should indicate the status of discharge planning and why a referral was not initiated to the designated LCA.
Matrix Applicability
Nursing Home Subsets
NC - Comprehensive
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
NQ - Quarterly
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
ND - Discharge
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
NP - PPS 5 Day
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
Swing Bed Subsets
SP - PPS 5 Day
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
SD - Discharge
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
Program and Policy Use
DC Planning / PASRR
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
OBRA Stand Alone Assessments
OBRA Admission A=01, B=99, F=99, G=^, H=0
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
OBRA Quarterly A=02, B=99, F=99, G=^, H=0
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
OBRA Annual / Sig Chg A=03, B=99, F=99, G=^, H=0 A= 04, B=99, F=99, G=^, H=0
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
OBRA Discharge A=99, B=99, F=10, 11, G=1, 2, H=0
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
D/C Items (Only when A0310F = 10 or 11)
A0310G=1 PDC
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4
A0310G=2 UPD
Marker: x
applies
Locator: MDS Item Matrix v1.20.1 v4