CMS-10409 LCDS version 5.1 Planned Discharge

Patient

Identifier

Date

PRA Disclosure Statement
According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information
unless it displays a valid OMB control number. The valid OMB control number for this information collection is
0938-1163 (Expiration Date: XX/XX/XX). The time required to complete this information collection is estimated to
average 1 hour and 26 minutes per response, including the time to review instructions, search existing data resources,
gather the data needed, and complete and review the information collection. If you have comments concerning the
accuracy of the time estimate(s) or suggestions for improving this form, please write to: CMS, 7500 Security Boulevard,
Attn: PRA Reports Clearance Officer, Mail Stop C4-26-05, Baltimore, Maryland 21244-1850. *****CMS
Disclaimer*****Please do not send applications, claims, payments, medical records, or any documents containing
sensitive information to the PRA Reports Clearance Office. Please note that any correspondence not pertaining to
the information collection burden approved under the associated OMB control number listed on this form will not
be reviewed, forwarded, or retained. If you have questions or concerns regarding where to submit your
documents, please contact Ariel Cress at Ariel.Cress@cms.hhs.gov and Lorraine Wickiser at
Lorraine.Wickser@cms.hhs.gov.

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 1 of 21

Patient

Identifier

Date

LONG-TERM CARE HOSPITAL (LTCH) CONTINUITY ASSESSMENT
RECORD & EVALUATION (CARE) DATA SET - Version 5.2
PATIENT ASSESSMENT FORM - PLANNED DISCHARGE
SectionA
A0050. Type of Record
Enter Code

1. Add new assessment/record
2. Modify existing record
3. Inactivate existing record

A0100. Facility Provider Numbers. Enter Code in boxes provided.
A. National Provider Identifier (NPI):

B. CMS Certification Number (CCN):

C. State Medicaid Provider Number:

A0200. Type of Provider
Enter Code

3. Long-Term Care Hospital

A0210. Assessment Reference Date
Observation end date:
–
Month

–
Day

Year

A0220. Admission Date
–

Month

–

Day

Year

A0250. Reason for Assessment
Enter Code

01.
10.
11.
12.

Admission
Planned discharge
Unplanned discharge
Expired

A0270. Discharge Date
–

Month

–

Day

Year

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 2 of 21

Patient

Identifier

Section A

Date

Administrative Information

Patient Demographic Information
A0500. Legal Name of Patient
A. First name:

B. Middle initial:

C. Last name:

D. Suffix:

A0600. Social Security and Medicare Numbers
A. Social Security Number:
–

–

B. Medicare number (or comparable railroad insurance number):

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 3 of 21

Patient

Identifier

Section A

Date

Administrative Information

A0700. Medicaid Number - Enter "+" if pending, "N" if not a Medicaid recipient

A0800. Gender
Enter Code

1. Male
2. Female.

A0900. Birth Date
–

Month

–

Day

Year

A1400. Payer Information
Check all that apply.
A. Medicare (traditional fee-for-service)
B. Medicare (managed care/Part C/Medicare Advantage)
C. Medicaid (traditional fee-for-service)
D. Medicaid (managed care)
E. Workers' compensation
F. Title programs (e.g., Title III, V, or XX)
G. Other government (e.g., TRICARE, VA, etc.)
H. Private insurance/Medigap
I. Private managed care
J. Self-pay
K. No payer source
X. Unknown
Y. Other

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 4 of 21

Patient

Identifier

Section A

Date

Administrative Information

A2105. Discharge Location
Enter Code

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
99.

Home/Community (e.g., private home/apt., board/care, assisted living, group home, transitional living, other residential care
arrangements)
Nursing Home (long-term care facility)
Skilled Nursing Facility (SNF, swing bed)
Short-Term General Hospital (acute hospital, IPPS)
Long-Term Care Hospital (LTCH)
Inpatient Rehabilitation Facility (IRF, free standing facility or unit)
Inpatient Psychiatric Facility (psychiatric hospital or unit)
Intermediate Care Facility (ID/DD facility)
Hospice (home/non-institutional)
Hospice (institutional facility)
Critical Access Hospital (CAH)
Home under care of organized home health service organization
Not Listed

A2121. Provision of Current Reconciled Medication List to Subsequent Provider at Discharge
At the time of discharge to another provider, did your facility provide the patient’s current reconciled medication list to the subsequent
provider?
Enter Code

0. No – Current reconciled medication list not provided to the subsequent provider
Medication List to Patient at Discharge

Skip to A2123, Provision of Current Reconciled

1. Yes – Current reconciled medication list provided to the subsequent provider

A2122. Route of Current Reconciled Medication List Transmission to Subsequent Provider
Indicate the route(s) of transmission of the current reconciled medication list to the subsequent provider.
Check all that apply

Route of Transmission
A. Electronic Health Record
B. Health Information Exchange
C. Verbal (e.g., in-person, telephone, video conferencing)
D. Paper-based (e.g., fax, copies, printouts)
E. Other Methods (e.g., texting, email, CDs)

A2123. Provision of Current Reconciled Medication List to Patient at Discharge
At the time of discharge, did your facility provide the patient’s current reconciled medication list to the patient, family and/or caregiver?
Enter Code

0. No – Current reconciled medication list not provided to the patient, family and/or caregiver
1. Yes – Current reconciled medication list provided to the patient, family and/or caregiver

Skip to B0100, Comatose

A2124. Route of Current Reconciled Medication List Transmission to Patient
Indicate the route(s) of transmission of the current reconciled medication list to the patient/family/caregiver.
Route of Transmission

Check all that apply

A. Electronic Health Record (e.g., electronic access to patient portal)
B. Health Information Exchange
C. Verbal (e.g., in-person, telephone, video conferencing)
D. Paper-based (e.g., fax, copies, printouts)
E. Other Methods (e.g., texting, email, CDs)

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 5 of 21

Patient

Identifier

Date

B0100. Comatose
Enter Code

Persistent vegetative state/no discernible consciousness
0. No
Continue to B1300, Health Literacy
1. Yes
Skip to GG0130, Self-Care

B1300. Health Literacy (from Creative Commons©)
How often do you need to have someone help you when you read instructions, pamphlets, or other written material from your doctor
or pharmacy?
Enter Code

0.
1.
2.
3.
4.
7.
8.

Never
Rarely
Sometimes
Often
Always
Patient declines to respond
Patient unable to respond

The Single Item Literacy Screener is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.

BB0700. Expression of Ideas and Wants (3-day assessment period)
Enter Code

Expression of ideas and wants (consider both verbal and non-verbal expression and excluding language barriers)
4. Expresses complex messages without difficulty and with speech that is clear and easy to understand
3. Exhibits some difficulty with expressing needs and ideas (e.g., some words or finishing thoughts) or speech is not clear
2. Frequently exhibits difficulty with expressing needs and ideas
1. Rarely/Never expresses self or speech is very difficult to understand

BB0800. Understanding Verbal and Non-Verbal Content (3-day assessment period)
Enter Code

Understanding verbal and non-verbal content (with hearing aid or device, if used, and excluding language barriers)
4. Understands: Clear comprehension without cues or repetitions
3. Usually understands: Understands most conversations, but misses some part/intent of message. Requires cues at times to understand
2. Sometimes understands: Understands only basic conversations or simple, direct phrases. Frequently requires cues to understand
1. Rarely/never understands

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 6 of 21

Patient

Identifier

Section C

Date

Cognitive Patterns

C0100. Should Brief Interview for Mental Status (C0200-C0500) be Conducted?
Attempt to conduct interview with all patients.
Enter Code

0. No (patient is rarely/never understood)
1. Yes

Skip to C1310, Signs and Symptoms of Delirium (from CAM©)

Continue to C0200, Repetition of Three Words

Brief Interview for Mental Status (BIMS)
C0200. Repetition of Three Words

Enter Code

Ask patient: “I am going to say three words for you to remember. Please repeat the words after I have said all three.
The words are: sock, blue, and bed. Now tell me the three words.”
Number of words repeated after first attempt
0. None
1. One
2. Two
3. Three
After the patient's first attempt, repeat the words using cues (“sock, something to wear; blue, a color; bed, a piece of furniture”). You may
repeat the words up to two more times.

C0300. Temporal Orientation (orientation to year, month, and day)

Enter Code

Enter Code

Enter Code

Ask patient: “Please tell me what year it is right now.”
A. Able to report correct year
0. Missed by > 5 years or no answer
1. Missed by 2-5 years
2. Missed by 1 year
3. Correct
Ask patient: “What month are we in right now?”
B. Able to report correct month
0. Missed by > 1 month or no answer
1. Missed by 6 days to 1 month
2. Accurate within 5 days
Ask patient: “What day of the week is today?”
C. Able to report correct day of the week
0. Incorrect or no answer
1. Correct

C0400. Recall

Enter Code

Enter Code

Enter Code

Ask patient: “Let's go back to an earlier question. What were those three words that I asked you to repeat?”
If unable to remember a word, give cue (something to wear; a color; a piece of furniture) for that word.
A. Able to recall “sock”
0. No - could not recall
1. Yes, after cueing (“something to wear”)
2. Yes, no cue required
B. Able to recall “blue”
0. No - could not recall
1. Yes, after cueing (“a color”)
2. Yes, no cue required
C. Able to recall “bed”
0. No - could not recall
1. Yes, after cueing (“a piece of furniture”)
2. Yes, no cue required

C0500. BIMS Summary Score
Enter Score

Add scores for questions C0200-C0400 and fill in total score (00-15)
Enter 99 if the patient was unable to complete the interview

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 7 of 21

Patient

Identifier

Section C

Date

Cognitive Patterns

C1310. Signs and Symptoms of Delirium (from CAM©)
Code after completing Brief Interview for Mental Status and reviewing medical record.

A. Acute Onset Mental Status Change
Enter Code

Is there evidence of an acute change in mental status from the patient’s baseline?
0. No
1. Yes

Coding:
0. Behavior not present
1. Behavior continuously
present, does not fluctuate
2. Behavior present,
fluctuates (comes and goes,
changes in severity)

Enter Code in Boxes
B. Inattention - Did the patient have difficulty focusing attention, for example being easily distractible
or having difficulty keeping track of what was being said?
C. Disorganized thinking - Was the patient’s thinking disorganized or incoherent (rambling or
irrelevant conversation, unclear or illogical flow of ideas, or unpredictable switching from subject to
subject)?
D. Altered level of consciousness - Did the patient have altered level of consciousness as indicated by
any of the following criteria?
• vigilant - startled easily to any sound or touch
• lethargic - repeatedly dozed off when being asked questions, but responded to voice or touch
• stuporous - very difficult to arouse and keep aroused for the interview
• comatose - could not be aroused

Adapted from: Inouye SK, et al. Ann Intern Med. 1990; 113: 941-948. Confusion Assessment Method. Copyright 2003, Hospital Elder Life Program, LLC. Not to
be reproduced without permission.

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 8 of 21

Patient

Identifier

Section D

Date

Mood

D0150. Patient Mood Interview (PHQ-2 to 9) (from Pfizer Inc.©)
Determine if the patient is rarely/never understood verbally, in writing, or using another method. If rarely/never understood, code D0150A1 and
D0150B1 as 9, No response, leave D0150A2 and D0150B2 blank, end the PHQ-2 interview, and leave D0160, Total Severity Score blank. Otherwise,
say to patient: "Over the last 2 weeks, have you been bothered by any of the following problems?"
If symptom is present, enter 1 (yes) in column 1, Symptom Presence.
If yes in column 1, then ask the patient: "About how often have you been bothered by this?"
Read and show the patient a card with the symptom frequency choices. Indicate response in column 2, Symptom Frequency.
1. Symptom Presence
0. No (enter 0 in column 2)
1. Yes (enter 0-3 in column 2)
9. No response (leave column 2 blank)

2. Symptom Frequency
0.
1.
2.
3.

Never or 1 day
2-6 days (several days)
7-11 days (half or more of the days)
12-14 days (nearly every day)

1.
Symptom
Presence

2.
Symptom
Frequency

Enter Scores in Boxes

A. Little interest or pleasure in doing things
B. Feeling down, depressed, or hopeless
If both D0150A1 and D0150B1 are coded 9, OR both D0150A2 and D0150B2 are coded 0 or 1, END the PHQ interview; otherwise,
continue.
C. Trouble falling or staying asleep, or sleeping too much
D. Feeling tired or having little energy
E. Poor appetite or overeating
F. Feeling bad about yourself – or that you are a failure or have let yourself or your family down
G. Trouble concentrating on things, such as reading the newspaper or watching television
H. Moving or speaking so slowly that other people could have noticed. Or the opposite – being so fidgety or
restless that you have been moving around a lot more than usual
I. Thoughts that you would be better off dead, or of hurting yourself in some way
Copyright © Pfizer Inc. All rights reserved. Reproduced with permission.

D0160. Total Severity Score
Enter Score

Add scores for all frequency responses in column 2, Symptom Frequency. Total score must be between 00 and 27.
Enter 99 if unable to complete interview (i.e., Symptom Frequency is blank for 3 or more required items)

D0700. Social Isolation
How often do you feel lonely or isolated from those around you?

Enter Code

0.
1.
2.
3.
4.
7.
8.

Never
Rarely
Sometimes
Often
Always
Patient declines to respond
Patient unable to respond

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 9 of 21

Patient

Identifier

Section GG

Date

Functional Abilities

GG0130. Self-Care (3-day assessment period)
Code the patient's usual performance at discharge for each activity using the 6-point scale. If an activity was not attempted at
discharge, code the reason.
Coding:
Safety and Quality of Performance - If helper assistance is required because patient's performance is unsafe or of poor quality, score according to
amount of assistance provided.
Activities may be completed with or without assistive devices.
06. Independent - Patient completes the activity by themself with no assistance from a helper.
05. Setup or clean-up assistance - Helper sets up or cleans up; patient completes activity. Helper assists only prior to or following the activity.
04. Supervision or touching assistance - Helper provides verbal cues and/or touching/steadying and/or contact guard assistance as patient
completes activity. Assistance may be provided throughout the activity or intermittently.
03. Partial/moderate assistance - Helper does LESS THAN HALF the effort. Helper lifts, holds or supports trunk or limbs, but provides less than half
the effort.
02. Substantial/maximal assistance - Helper does MORE THAN HALF the effort. Helper lifts or holds trunk or limbs and provides more than half the
effort.
01. Dependent - Helper does ALL of the effort. Patient does none of the effort to complete the activity. Or, the assistance of 2 or more helpers is
required for the patient to complete the activity.
If activity was not attempted, code reason:
07. Patient refused
09. Not applicable - Not attempted and the patient did not perform this activity prior to the current illness, exacerbation, or injury.
10. Not attempted due to environmental limitations (e.g., lack of equipment, weather constraints)
88. Not attempted due to medical condition or safety concerns

3.
Discharge
Performance.
Enter Codes in Boxes
A. Eating: The ability to use suitable utensils to bring food and/or liquid to the mouth and swallow food and/or liquid once the
meal is placed before the patient.
B. Oral hygiene: The ability to use suitable items to clean teeth. Dentures (if applicable): The ability to insert and remove dentures
into and from the mouth, and manage denture soaking and rinsing with use of equipment.
C. Toileting hygiene: The ability to maintain perineal hygiene, adjust clothes before and after voiding or having a bowel
movement. If managing an ostomy, include wiping the opening but not managing equipment.

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 10 of 21

Patient

Identifier

Section GG

Date

Functional Abilities

GG0170. Mobility (3-day assessment period)
Code the patient's usual performance at discharge for each activity using the 6-point scale. If an activity was not attempted at
discharge, code the reason.
Coding:
Safety and Quality of Performance - If helper assistance is required because patient's performance is unsafe or of poor quality, score according to
amount of assistance provided.
Activities may be completed with or without assistive devices.
06. Independent - Patient completes the activity by themself with no assistance from a helper.
05. Setup or clean-up assistance - Helper sets up or cleans up; patient completes activity. Helper assists only prior to or following the activity.
04. Supervision or touching assistance - Helper provides verbal cues and/or touching/steadying and/or contact guard assistance as patient
completes activity. Assistance may be provided throughout the activity or intermittently.
03. Partial/moderate assistance - Helper does LESS THAN HALF the effort. Helper lifts, holds or supports trunk or limbs, but provides less than half
the effort.
02. Substantial/maximal assistance - Helper does MORE THAN HALF the effort. Helper lifts or holds trunk or limbs and provides more than half the
effort.
01. Dependent - Helper does ALL of the effort. Patient does none of the effort to complete the activity. Or, the assistance of 2 or more helpers is
required for the patient to complete the activity.
If activity was not attempted, code reason:
07. Patient refused
09. Not applicable - Not attempted and the patient did not perform this activity prior to the current illness, exacerbation, or injury.
10. Not attempted due to environmental limitations (e.g., lack of equipment, weather constraints)
88. Not attempted due to medical condition or safety concerns

3.
Discharge
Performance
Enter Codes in Boxes
A. Roll left and right: The ability to roll from lying on back to left and right side, and return to lying on back on the bed.
B. Sit to lying: The ability to move from sitting on side of bed to lying flat on the bed.
C. Lying to sitting on side of bed: The ability to move from lying on the back to sitting on the side of the bed with no back
support.
D. Sit to stand: The ability to come to a standing position from sitting in a chair, wheelchair, or on the side of the bed.
E. Chair/bed-to-chair transfer: The ability to transfer to and from a bed to a chair (or wheelchair).
F. Toilet transfer: The ability to get on and off a toilet or commode. If discharge performance is coded 07, 09, 10, or 88
GG0170I, Walk 10 feet

Skip to

G. Car transfer: The ability to transfer in and out of a car or van on the passenger side. Does not include the ability to open/close door
or fasten seat belt.
I. Walk 10 feet: Once standing, the ability to walk at least 10 feet in a room, corridor, or similar space. If discharge performance is
coded 07, 09, 10, or 88
Skip to GG0170M, 1 step (curb)
J. Walk 50 feet with two turns: Once standing, the ability to walk at least 50 feet and make two turns.
K. Walk 150 feet: Once standing, the ability to walk at least 150 feet in a corridor or similar space.

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 11 of 21

Patient

Identifier

Section GG

Date

Functional Abilities

GG0170. Mobility (3-day assessment period) - Continued
Code the patient's usual performance at discharge for each activity using the 6-point scale. If an activity was not attempted at
discharge, code the reason.
Coding:
Safety and Quality of Performance - If helper assistance is required because patient's performance is unsafe or of poor quality, score according to
amount of assistance provided.
Activities may be completed with or without assistive devices.
06. Independent - Patient completes the activity by themself with no assistance from a helper.
05. Setup or clean-up assistance - Helper sets up or cleans up; patient completes activity. Helper assists only prior to or following the activity.
04. Supervision or touching assistance - Helper provides verbal cues and/or touching/steadying and/or contact guard assistance as patient
completes activity. Assistance may be provided throughout the activity or intermittently.
03. Partial/moderate assistance - Helper does LESS THAN HALF the effort. Helper lifts, holds or supports trunk or limbs, but provides less than half
the effort.
02. Substantial/maximal assistance - Helper does MORE THAN HALF the effort. Helper lifts or holds trunk or limbs and provides more than half the
effort.
01. Dependent - Helper does ALL of the effort. Patient does none of the effort to complete the activity. Or, the assistance of 2 or more helpers is
required for the patient to complete the activity.
If activity was not attempted, code reason:
07. Patient refused
09. Not applicable - Not attempted and the patient did not perform this activity prior to the current illness, exacerbation, or injury.
10. Not attempted due to environmental limitations (e.g., lack of equipment, weather constraints)
88. Not attempted due to medical condition or safety concerns

3.
Discharge
Performance
Enter Codes in Boxes
L. Walking 10 feet on uneven surfaces: The ability to walk 10 feet on uneven or sloping surfaces (indoor or outdoor), such as turf
or gravel.
M. 1 step (curb): The ability to go up and down a curb or up and down one step. If discharge performance is coded 07, 09, 10, or
88
Skip to GG0170P, Picking up object
N. 4 steps: The ability to go up and down four steps with or without a rail. If discharge performance is coded 07, 09, 10, or 88
to GG0170P, Picking up object

Skip

O. 12 steps: The ability to go up and down 12 steps with or without a rail.
P. Picking up object: The ability to bend/stoop from a standing position to pick up a small object, such as a spoon, from the floor.
Q3. Does the patient use a wheelchair and/or scooter?
0. No
Skip to H0350, Bladder Continence
1. Yes
Continue to GG0170R, Wheel 50 feet with two turns
R. Wheel 50 feet with two turns: Once seated in wheelchair/scooter, the ability to wheel at least 50 feet and make two turns.
RR3. Indicate the type of wheelchair or scooter used.
1. Manual
2. Motorized
S. Wheel 150 feet: Once seated in wheelchair/scooter, the ability to wheel at least 150 feet in a corridor or similar space.
SS3. Indicate the type of wheelchair or scooter used.
1. Manual
2. Motorized

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 12 of 21

Patient

Identifier

Section H

Date

Bladder and Bowel

H0350. Bladder Continence (3-day assessment period)
Enter Code

Bladder continence - Select the one category that best describes the patient.
0. Always continent (no documented incontinence)
1. Stress incontinence only
2. Incontinent less than daily (e.g., once or twice during the 3-day assessment period)
3. Incontinent daily (at least once a day)
4. Always incontinent
5. No urine output (e.g., renal failure)
9. Not applicable (e.g., indwelling catheter)

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 13 of 21

Patient

Identifier

Section J

Date

Health Conditions

J0510. Pain Effect on Sleep
Enter Code

Ask patient: “Over the past 5 days, how much of the time has pain made it hard for you to sleep at night?”
0. Does not apply – I have not had any pain or hurting in the past 5 days
Skip to J1800, Any Falls Since Admission
1. Rarely or not at all
2. Occasionally
3. Frequently
4. Almost constantly
8. Unable to answer

J0520. Pain Interference with Therapy Activities
Enter Code

Ask patient: “Over the past 5 days, how often have you limited your participation in rehabilitation therapy sessions due to pain?"
0. Does not apply – I have not received rehabilitation therapy in the past 5 days
1. Rarely or not at all
2. Occasionally
3. Frequently
4. Almost constantly
8. Unable to answer

J0530. Pain Interference with Day-to-Day Activities
Enter Code

Ask patient: “Over the past 5 days, how often have you limited your day-to-day activities (excluding rehabilitation therapy sessions)
because of pain?”
1. Rarely or not at all
2. Occasionally
3. Frequently
4. Almost constantly
8. Unable to answer

J1800. Any Falls Since Admission
Enter Code

Has the patient had any falls since admission?
0. No
Skip to K0520, Nutritional Approaches
1. Yes
Continue to J1900, Number of Falls Since Admission

J1900. Number of Falls Since Admission
Enter Codes in Boxes
Coding:
0. None
1. One
2. Two or more

A. No injury: No evidence of any injury is noted on physical assessment by the nurse or primary care clinician;
no complaints of pain or injury by the patient; no change in the patient's behavior is noted after the fall
B. Injury (except major): Skin tears, abrasions, lacerations, superficial bruises, hematomas and sprains; or any
fall-related injury that causes the patient to complain of pain
C. Major injury: Bone fractures, joint dislocations, closed head injuries with altered consciousness, subdural
hematoma

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 14 of 21

Patient

Section K

Identifier

Date

Swallowing/Nutritional Status

K0520. Nutritional Approaches
4. Last 7 Days
Check all of the nutritional approaches that were received in the last 7 days
5. At Discharge
Check all of the nutritional approaches that were being received at discharge

4.
Last 7 Days

5.
At Discharge

Check all that apply Check all that apply

A. Parenteral/IV feeding
B. Feeding tube (e.g., nasogastric or abdominal (PEG))
C. Mechanically altered diet - require change in texture of food or liquids (e.g., pureed food,
thickened liquids)
D. Therapeutic diet (e.g., low salt, diabetic, low cholesterol)
Z. None of the above

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 15 of 21

Patient

Identifier

Section M

Date

Skin Conditions

Report based on highest stage of existing ulcers/injuries at their worst; do not "reverse" stage.
M0210. Unhealed Pressure Ulcers/Injuries
Enter Code

Does this patient have one or more unhealed pressure ulcers/injuries?
Skip to N0415, High-Risk Drug Classes: Use and Indication
0. No
1. Yes
Continue to M0300, Current Number of Unhealed Pressure Ulcers/Injuries at Each Stage.

M0300. Current Number of Unhealed Pressure Ulcers/Injuries at Each Stage
Enter Number

A. Stage 1: Intact skin with non-blanchable redness of a localized area usually over a bony prominence. Darkly pigmented skin may
not have a visible blanching; in dark skin tones only it may appear with persistent blue or purple hues.
1. Number of Stage 1 pressure injuries
B. Stage 2: Partial thickness loss of dermis presenting as a shallow open ulcer with a red or pink wound bed, without slough. May also
present as an intact or open/ruptured blister.

Enter Number

1. Number of Stage 2 pressure ulcers - If 0
Enter Number

Skip to M0300C, Stage 3

2. Number of these Stage 2 pressure ulcers that were present upon admission - enter how many were noted at the time of
admission
C. Stage 3: Full thickness tissue loss. Subcutaneous fat may be visible but bone, tendon or muscle is not exposed. Slough may be
present but does not obscure the depth of tissue loss. May include undermining and tunneling.

Enter Number

1. Number of Stage 3 pressure ulcers - If 0
Enter Number

Enter Number

2. Number of these Stage 3 pressure ulcers that were present upon admission - enter how many were noted at the time of
admission
D. Stage 4: Full thickness tissue loss with exposed bone, tendon or muscle. Slough or eschar may be present on some parts of the
wound bed. Often includes undermining and tunneling.
1. Number of Stage 4 pressure ulcers - If 0

Enter Number

Skip to M0300D, Stage 4.

Skip to M0300E, Unstageable - Non-removable dressing/device.

2. Number of these Stage 4 pressure ulcers that were present upon admission - enter how many were noted at the time of
admission
E. Unstageable - Non-removable dressing/device: Known but not stageable due to non-removable dressing/device

Enter Number

1. Number of unstageable pressure ulcers/injuries due to non-removable dressing/device - If 0
Unstageable - Slough and/or eschar

Skip to M0300F,

Enter Number

2. Number of these unstageable pressure ulcers/injuries that were present upon admission - enter how many were noted at
the time of admission
F. Unstageable - Slough and/or eschar: Known but not stageable due to coverage of wound bed by slough and/or eschar
Enter Number

1. Number of unstageable pressure ulcers due to coverage of wound bed by slough and/or eschar - If 0
Unstageable - Deep tissue injury.

Enter Number

2. Number of these unstageable pressure ulcers that were present upon admission - enter how many were noted at the time
of admission

Skip to M0300G,

M0300 continued on next page

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 16 of 21

Patient

Identifier

Section M

Date

Skin Conditions

M0300. Current Number of Unhealed Pressure Ulcers/Injuries at Each Stage - Continued
G. Unstageable - Deep tissue injury
Enter Number

1. Number of unstageable pressure injuries presenting as deep tissue injury - If 0
Use and Indication

Skip to N0415, High-Risk Drug Classes:

Enter Number

2. Number of these unstageable pressure injuries that were present upon admission - enter how many were noted at the
time of admission

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 17 of 21

Patient

Identifier

Section N

Date

Medications

N0415. High-Risk Drug Classes: Use and Indication
1. Is taking
Check if the patient is taking any medications by pharmacological classification, not how it is used,
in the following classes
2. Indication noted
If column 1 is checked, check if there is an indication noted for all medications in the drug class

1.
Is taking

2.
Indication noted

Check all that apply Check all that apply

A. Antipsychotic
E. Anticoagulant
F. Antibiotic
H. Opioid
I. Antiplatelet
J. Hypoglycemic (including insulin)
Z. None of the above

N2005. Medication Intervention
Enter Code

Did the facility contact and complete physician ( or physician-designee) prescribed/recommended actions by midnight of the
next calendar day each time potential clinically significant medication issues were identified since the admission?
0. No
1. Yes
9. Not applicable – There were no potential clinically significant medication issues identified since admission or patient
is not taking any medications

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 18 of 21

Patient

Identifier

Section O

Date

Special Treatments, Procedures, and Programs

Section O Special Treatments, Procedures and Programs

O0110. Special Treatments, Procedures, and Programs
Check all of the following treatments, procedures, and programs that apply at discharge.
c.
At Discharge
Check all that apply
Cancer Treatments
A1. Chemotherapy
A2. IV
A3. Oral
A10. Other
B1. Radiation
Respiratory Therapies
C1. Oxygen Therapy
C2. Continuous
C3. Intermittent
C4. High-concentration
D1. Suctioning
D2. Scheduled
D3. As Needed
E1. Tracheostomy care
F1. Invasive Mechanical Ventilator (ventilator or respirator)
G1. Non-Invasive Mechanical Ventilator
G2. BiPAP
G3. CPAP
Other
H1. IV Medications
H2. Vasoactive medications
H3. Antibiotics
H4. Anticoagulation
H10. Other
I1. Transfusions
J1. Dialysis
J2. Hemodialysis
J3. Peritoneal dialysis
O1. IV Access
O2. Peripheral
O3. Midline
O4. Central (e.g., PICC, tunneled, port)
None of the Above
Z1. None of the above

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 19 of 21

Patient

Identifier

Section O

Date

Special Treatments, Procedures, and Programs

O0200. Ventilator Liberation Rate (Note: 2 calendar days prior to discharge = 2 calendar days + day of discharge)
Enter Code

A. Invasive Mechanical Ventilator: Liberation Status at Discharge
0. Not fully liberated at discharge (i.e., patient required partial or full invasive mechanical ventilation support within 2 calendar days
prior to discharge)
1. Fully liberated at discharge (i.e., patient did not require any invasive mechanical ventilation support for at least 2 consecutive
calendar days immediately prior to discharge)
9. Not applicable (code only if the patient was not on invasive mechanical ventilator support upon admission [O0150A = 0] or the
patient was determined to be non-weaning upon admission [O0150A2 = 0])

O0350. Patient’s COVID-19 vaccination is up to date.
Enter Code

0. No, patient is not up to date
1. Yes, patient is up to date

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

Page 20 of 21

Patient

Section Z

Identifier

Date

Assessment Administration

Z0400. Signature of Persons Completing the Assessment
I certify that the accompanying information accurately reflects patient assessment information for this patient and that I co llected or
coordinated collection of this information on the dates specified. To the best of my knowledge, this information was collected in accordance with
applicable Medicare and Medicaid requirements. I understand that this information is used as a basis for payment from federal funds. I further
understand that payment of such federal funds and continued participation in the government-funded health care programs is conditioned on
the accuracy and truthfulness of this information, and that submitting false information may subject my organization to a 2% reduction in the
Fiscal Year payment determination. I also certify that I am authorized to submit this information by this facility on its behalf.
Signature

Title

Date Section
Completed

Sections

A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
Z0500. Signature of Person Verifying Assessment Completion
A. Signature:

B. LTCH CARE Data Set Completion Date:

_
Month

DRAFT LTCH CARE Data Set Version 5.2, Planned Discharge - Effective October 1, 2026

_
Day

Year

Page 21 of 21