In accordance with DHCS Policy Letter (PL) 08-003, the California Department of Health Care Services (DHCS) requires all Medi-Cal members to receive an initial health assessment within 120 days of enrollment. An Initial Health Assessment (IHA) consists of an history and physical examination and an Individual Health Education Behavioral Assessment (IHEBA) or "Staying Healthy" Assessment (SHA).
Completing a timely IHA provides an opportunity for members to establish a relationship with their PCP. It also allows PCPs to obtain necessary health care and preventative services information to support the member in achieving positive health outcomes and improving their overall health status.
For more information about IHA’s and resources available, please reference the following:
- DHCS Staying Health Assessment (SHA) Forms and Resources
- DHCS Policy Letter (PL 13-001)
- DHCS All Plan Letter (APL) 13-017 Staying Health Assessment (SHA)/Individual Health Education Behavioral Assessment (IHEBA) for Enrollees from Low-Income Health Program
- DHCS APL 18-004 Immunization Requirements
- DHCS APL 20-016 Blood Lead Screening of Young Children
- USPSTF Recommendations
- Bright Futures California
All primary care provider sites participating in the Medi-Cal Managed Care Program as part of the initial credentialing process are required by California statute Title 22, 56230 to complete an initial site inspection and subsequent periodic site inspections regardless of the status of other accreditation and/or certifications, if there is no evidence of a current passing survey completed by another local plan, or when a contracted provider from an approved site moves to a new site that has not previously been reviewed.
- Facility Site Review (FSR) Standards 2022
- Facility Site Review (FSR) Tools 2022
- Facility Site Review (FSR) Training Slides 2022
- Facility Site Review (FSR) YouTube Training Video 2022
- Medical Record Review (MRR) Standards 2022
- Medical Record Review (MRR) Tools 2022
- Medical Record Review (MRR) Provider Training
- Medical Record Review (MRR) YouTube Training Video 2022
- FSR/MRR Provider Training 2022
- 2022 Improving Quality of Care - Resource Guide and OB Update