Screening

Social Determinants of Health Screening

2 pages12 fieldsHIPAA-ready

The Social Determinants of Health (SDOH) Screening form assesses the non-medical factors that significantly impact health outcomes: food security, housing stability, transportation access to healthcare, financial strain, personal safety (including interpersonal violence), social isolation, and education/health literacy. These factors account for an estimated 80% of health outcomes, making screening essential for whole-person care.

This template is based on validated screening tools recommended by CMS and major healthcare organizations, including elements from the PRAPARE, AHC-HRSN, and AAFP screening instruments. Questions are worded in plain language and normalized to reduce stigma -- for example, framing food security as 'within the last 12 months, were you worried about running out of food before you could buy more?' rather than clinical terminology.

Positive screens generate referral pathways to community resources: food banks, housing assistance, transportation services, financial counseling, and domestic violence support. The form tracks screening dates and follow-up actions, supporting the closed-loop referral processes required by many value-based care contracts and health plan quality measures. This template supports CMS quality measures, NCQA HEDIS requirements, and state Medicaid SDOH screening mandates.

What's included

  • Food, housing, and transportation screening
  • Financial strain and utility assessment
  • Personal safety and violence screening
  • Social isolation and support evaluation
  • Patient-directed resource referral
  • Closed-loop follow-up tracking

Who uses this template

  • Primary care and community health centers
  • Value-based care and ACO programs
  • Medicaid managed care screening requirements
  • Population health and equity programs

Form fields preview

All 11 preview fields shown below. Customize any field after signing up.

Patient InformationText
Food SecurityMultiple Choice
Housing StabilityMultiple Choice
Utility DifficultiesMultiple Choice
Transportation AccessMultiple Choice
Financial StrainMultiple Choice
Personal SafetyMultiple Choice
Social IsolationMultiple Choice
Education & Health LiteracyDropdown
Would you like help with any of these?Checklist
Screening DateDate

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