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Quarterly Assessment

Page history last edited by PBworks 13 years, 2 months ago

Quarterly Assessment is also known by the acronym "3M." It is the assessment performed every three months on a partner to gather follow up information.


Download a convenient 3M Cheat Sheet created by Monica Davis.


The Quarterly Assessment or 3M is completed every three months from the date the partnership is established. The Quarterly Assessment collects updated information about changes in education, sources of financial support, legal issues/designations, health status, substance abuse and ADL/IADL (Older Adults only). The first quarterly assessment is due three months after the date the partnership was established. The next quarterly assessment would be completed at six months after the partnership was established, then again at 9 months, at 12 months, at 15 months and so on. The Quarterly Assessment schedule is to remain consistent with the date the partnership was established, regardless of KET reporting.


There is a 45 day window for completing the 3M assessment, broken down to 15 days prior to the three month cycle date and 30 days after. For example if a client was enrolled on September 30th, the first three month assessment is due on December 30th, but can be completed anytime between December 15th and January 30th. The second three month assessment would be due on March 30th.

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