STEP BY STEP ENROLLMENT CHECKLIST - Squarespace · PDF filed Advance Care Alliance (ACA) 60 E...

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d Advance Care Alliance (ACA) 60 E 42 nd St., Suite 1762 New York, NY 10165 www.AdvanceCareAlliance.org Advance Care Alliance is a Partnership of Advance of Greater New York, LLC, Alliance Care Network, LLC and the Long Island Alliance, LLC. STEPBYSTEP ENROLLMENT CHECKLIST Urgent Care Program for Individuals with Intellectual and Development Disabilities Provided by ACA through a Balancing Incentive Program Innovation Grant Thank you again for your support of the Urgent Care Program for Individuals with I/DD. Please use the elow to ensure that individuals served by your agencies are enrolled correctly. checklist b e each in ________ 1. Ensur dividual has a TABS number If the individual does not have a TABS number, they are not eligible for the program. Inform your supervisor t complete the enrollment form for the individual. and do no ________ 2. Contact eligible individuals to schedule an appointment with them, and if appropriate, their mber or caregiver. family me ________ 3 t ackage . Visit he eligible individuals and share the contents of the enrollment p acket to explain the services – Leave with individual ________ 4a. Use the Individual/Family flyer in p ________ 4b. If possible, show the short video at www.AdvanceCareAlliance.org /acaurgentcare ________ 4c. Explain two consent forms – Urgent Care Program and Authorization for Release of Health Information . Have the individual and/ give the individual/family copies of the conse or caregiver sign both of them. If requested, it is Ok to nt forms – Take originals with you ________ 4d. Complete the Enrollment form – Take with you _______ 4e. Complete one side of the PAM survey. (Instructions attached) – Take with you _ ________ 4. IMMEDIATELY after each individual enrollment, *FAX the following to 6314580470 AND send a confirmation email to: [email protected] . If you cannot fax the enrollment packet you may scan and email it to Nicole or mail the enrollment packet to: Telehealth Associates, Inc. 11 Indian Field Road E. Setauket, NY 11733 Completed Enrollment form consent form elease of Health Information consent form Signed Urgent Care Program Signed Authorization for R Completed PAM Survey – Only need to complete one side *Please know that our fax number is a secure, private line that is dedicated exclusively for this project. There is no cover letter when faxing over forms. need for a ________ 5. If individual declines to participate in the program, ONLY fill in the information in the red box on the bottom of the enrollment form. Indicate the reason for the denial and the name of agency making the visit. DO NOT list the name of individual or any other information on the top of the form. Fax or Mail ONLY the Enrollment form to the above address. If you have questions on filling out these forms, first contact your supervisor. If you still have additional questions contact: [email protected]

Transcript of STEP BY STEP ENROLLMENT CHECKLIST - Squarespace · PDF filed Advance Care Alliance (ACA) 60 E...

Page 1: STEP BY STEP ENROLLMENT CHECKLIST - Squarespace · PDF filed Advance Care Alliance (ACA) 60 E 42nd St., Suite 1762 New York, NY 10165   Advance Care Alliance is a Partnership of

dAdvanceCareAlliance(ACA)

60E42ndSt.,Suite1762NewYork,NY10165www.AdvanceCareAlliance.org

Advance Care Alliance is a Partnership of Advance of Greater New York, LLC, Alliance Care Network, LLC and the Long Island Alliance, LLC.

STEP‐BY‐STEPENROLLMENTCHECKLIST

UrgentCareProgramforIndividualswithIntellectualandDevelopmentDisabilitiesProvidedbyACAthroughaBalancingIncentiveProgramInnovationGrant

ThankyouagainforyoursupportoftheUrgentCareProgramforIndividualswithI/DD.Pleaseusetheelowtoensurethatindividualsservedbyyouragenciesareenrolledcorrectly.checklistb

eeachin________ 1.Ensur dividualhasaTABSnumber

IftheindividualdoesnothaveaTABSnumber,theyarenoteligiblefortheprogram.Informyoursupervisortcompletetheenrollmentformfortheindividual.anddono

________2.Contacteligibleindividualstoscheduleanappointmentwiththem,andifappropriate,theirmberorcaregiver.familyme

________3 t ackage.Visit heeligibleindividualsandsharethecontentsoftheenrollmentp

ackettoexplaintheservices–Leavewithindividual________ 4a.UsetheIndividual/Familyflyerinp

________ 4b.Ifpossible,showtheshortvideoatwww.AdvanceCareAlliance.org/aca‐urgent‐care

________ 4c.Explaintwoconsentforms–UrgentCareProgramandAuthorizationforReleaseofHealthInformation.Havetheindividualand/givetheindividual/familycopiesoftheconse

orcaregiversignbothofthem.Ifrequested,itisOktontforms–Takeoriginalswithyou

________ 4d.CompletetheEnrollmentform–Takewithyou

_______ 4e.CompleteonesideofthePAMsurvey.(Instructionsattached)–Takewithyou_

________ 4.IMMEDIATELYaftereachindividualenrollment,*FAXthefollowingto631‐458‐0470ANDsendaconfirmationemailto:Nicole@telehealthassociates.com.IfyoucannotfaxtheenrollmentpacketyoumayscanandemailittoNicoleormailtheenrollmentpacketto:TelehealthAssociates,Inc.11IndianFieldRoadE.Setauket,NY11733

CompletedEnrollmentformconsentform

eleaseofHealthInformationconsentform SignedUrgentCareProgram

SignedAuthorizationforR CompletedPAMSurvey–Onlyneedtocompleteoneside

*Pleaseknowthatourfaxnumberisasecure,privatelinethatisdedicatedexclusivelyforthisproject.Thereisno

coverletterwhenfaxingoverforms.needfor a

________ 5.Ifindividualdeclinestoparticipateintheprogram,ONLYfillintheinformationintheredboxonthebottomoftheenrollmentform.Indicatethereasonforthedenialandthenameofagencymakingthevisit.DONOTlistthenameofindividualoranyotherinformationonthetopoftheform.FaxorMailONLYtheEnrollmentformtotheaboveaddress.

Ifyouhavequestionsonfillingouttheseforms,firstcontactyoursupervisor.Ifyoustillhaveadditionalquestionscontact:

[email protected]

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AdvanceCareAlliance(ACA)60E42ndSt.,Suite1762NewYork,NY10165

www.AdvanceCareAlliance.orgAdvance Care Alliance is a Partnership of Advance of Greater New York, LLC, Alliance Care Network, LLC and the Long Island Alliance, LLC.

Urgent Care Program

d

Let Us Help You with 

Your Urgent Health Care Needs

You may now enroll in a new service that provides urgent care services at no cost to you or your family. 

These are additional services and do not affect the services you already receive. The grant‐funded pilot 

program is designed to improve access to and quality of care for individuals with intellectual and 

developmental disabilities.  

Services include: 

Getting Health Care Advice 24 Hours a Day, Every Day 

Just call 844‐257‐7163 anytime day or night to speak with a nurse when you are not feeling well. The nurse 

will talk with you about what you should do to feel better. She or he might do one or more of the following: 

call 911, schedule a doctor’s or clinic appointment for that same day or the next, tell you what to do at 

home, or send a team of nurses to your home.  

A Team of Nurses Who Can Come to Your Home 

When you call 844‐257‐7163, the nurse on the phone will decide if you need help 

right away. If you need help on weeknights or weekends, a nursing team will visit 

you in your home and help you get the care you need.  They will be available 

weeknights  6 pm to 10 pm and weekends 10 am to 6 pm. During weekdays the call 

center will help you schedule an appointment for that day or the next. 

Monitoring Your Vitals Signs from Your Home 

If you have serious health care needs, we can check your blood pressure and other vital signs 

each day. We have special equipment so you don’t even have to leave your home. If your vital 

signs show that you might have a problem, a nurse will call you or send someone to help you. 

How You Can Receive Services  To receive services, you must complete enrollment and consent forms. These documents are available from 

your Medicaid Service Coordinator (MSC), resident director, day program director or another staff person 

associated with your agency.  

☼ This program is provided by the Advance Care Alliance (ACA) through a New York State Balancing Incentive Project (BIP) Grant.  

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d Advance Care Alliance (ACA)

60 E 42nd St., Suite 1762 New York, NY 10165 www.AdvanceCareAlliance.org

Advance Care Alliance is a Partnership of Advance of Greater New York, LLC, Alliance Care Network, LLC and the Long Island Alliance, LLC.

ENROLLMENT FORM FOR URGENT CARE PROGRAM Participant Name: ___________________________________________ Agency Affiliation: ____________________________ TABS# ________________

Date of birth: (MM/DD/YYYY) ________________________ Phone: ( ) ________________________ Medicaid# ___________________________

Address: _____________________________________________________________________________________________________________________________________

Residential Nurse: (IF APPLICABLE) ____________________________________________________________________________________________________

Residential Nurse Phone: ( ) _________________________ Email: _____________________________________________________________________

Caregiver Name & Relationship: _____________________________________________________________ Phone: ( ) _________________________

Type of Residence: (PLEASE CHECK ONE) IRA supportive ISS/CSS Other (Specify) _____________

IRA supervised (nursing service 24/7) Private Home with Family or Friends Non-related Family Home

Where do you receive your ARTICLE 16 services: (PLEASE CHECK ALL THAT APPLY) Suffolk County Applicants Only

Long Island Select Healthcare (LISH)

250 Marcus Boulevard, Hauppauge 221 N. Sunrise Hwy. Service Road, Manorville

159 Carleton Avenue, Central Islip 883 East Main Street, Riverhead

62 Pine Street, East Moriches 75 Landing Meadow Road, Smithtown

I do not use any of the above LISH Article 16 clinics (SPECIFY CLINIC YOU USE) _________________________________________________

Where do you receive your ARTICLE 28 services: (PLEASE CHECK ALL THAT APPLY)

Long Island Select Healthcare (LISH)

120 Plant Avenue, Hauppauge 33 Terryville Road, Port Jefferson Station 75 Landing Meadow Road, Smithtown

883 East Main Street, Riverhead 159 Carleton Avenue, Central Islip 221 N. Sunrise Hwy. Service Road, Manorville

HealthCare Choices (HCC) 6209 16th Avenue, Brooklyn

I do not use any of the above Article 28 clinics (SPECIFY CLINIC YOU USE) __________________________________________________ Primary Physician: _____________________________________________________________________ Phone: ( ) _________________________________ Current medical conditions: (Ex: diabetes, hypertension, etc.) _______________________________________________________________________

________________________________________________________________________________________________________________________________________________

Current medications: _____________________________________________________________________________________________________________________

If individual does not agree to participate, please check the appropriate box or boxes.

I do not think I need the services Privacy / I do not want someone in my home

Other ____________________________________________________ Name of Agency making visit: _____________________________________________

MSC/Other Completing Form: ________________________________________________ Date Completed (MM/DD/YYYY) ___________________ Phone: ( ) _____________________________ Email: ________________________________________________________________________________________

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Urgent Care Program Consent Form 

The goal of the Urgent Care Program is to make it easier for you to get health care when you need it right away. To provide you health care in the best way, health care providers and other people involved in your care will need to talk to each other and share your health information. 

By signing this form, you agree to be in the Urgent Care Program.

By signing this form, you give permission to the Urgent Care Program’s health carepartners, to get, see, read and copy your health information. You give them permissionto share your health information with one another. The health information may be frombefore or after the date you sign this form. Your health information may be aboutillnesses or injuries you have had. It may be test results, like X‐rays or blood tests. It maybe the medicines you are now taking or have taken before.

Your health information is private and cannot be given to other people without yourpermission under New York State and U.S. laws. The organizations that can get yourhealth information must obey all these laws. They cannot give your information to otherpeople unless you agree or the law says they can give the information to other people.

You do not have to sign this form. If you choose not to sign this form, you will still be able to get health care and health insurance.  

Please read all the information on this form before you sign it.  

I agree to participate in the Urgent Care Program and

I agree that the Urgent Care Program’s health care partners can get ALL of my healthinformation. I also AGREE that the Urgent Care Program’s partners may share my healthinformation with each other. I can change my mind and take back my consent at any timeby signing a Withdrawal of Consent Form (DOH‐5058) and giving it to one of the UrgentCare Program partners or Medicaid Service Provider.

Print patient name:  _____________________________________________________________ 

Date of patient birth:  ____________________________________________________________ 

Patient Medicaid ID number:  _____________________________________________________ 

Signature of patient or patient’s legal representative:  __________________________________ 

Date:  ________________________________________________________________________ 

Print name of legal representative:  _________________________________________________  

Relationship of legal representative to patient (if applicable):  ___________________________ 

Print name of witness:  ___________________________________________________________ 

Signature of witness:  ____________________________________________________________ 

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GWTDOCS 3113714v2

AUTHORIZATION FOR RELEASE OF HEALTH INFORMATION (Please Fill In ALL Sections In RED)

Patient Name (PLEASE PRINT) Date of Birth (MM/DD/YYYY)

I, or my authorized representative, authorize ______________________________________ to provide, on an (NAME OF AGENCY ENROLLING INDIVIDUAL)

ongoing basis, any health information regarding my care and treatment (including my entire medical record) as necessary for my participation in the Urgent Care Program to each and any of the following: Family Residences and Essential Enterprises, Inc. (FREE), PSCH, Inc., Developmental Disabilities Institute, Inc. (DDI), United Cerebral Palsy Association of Greater Suffolk, Inc. (UCP), Block Institute, and/or Institute for Community Living, Inc. (ICL) as set forth on this form. The information that may be released includes (Indicate by Initialing)

________ Alcohol/Drug Treatment ________ Mental Health Information ________ HIV-Related Information

In accordance with applicable law, I understand that: This authorization may include disclosure of information relating to ALCOHOL and DRUG ABUSE, MENTAL

HEALTH TREATMENT, except psychotherapy notes, and CONFIDENTIAL HIV* RELATED INFORMATION only if I place my initials on the appropriate lines above. In the event the health information described above includes any of these types of information, and I initial the line on the box above, I specifically authorize release of such information to the person(s) indicated above.

If I am authorizing the release of HIV-related, alcohol or drug treatment, or mental health treatment information,the recipient is prohibited from redisclosing such information without my authorization unless permitted to do sounder federal or state law. I understand that I have the right to request a list of people who may receive or use myHIV-related information without authorization. If I experience discrimination because of the release or disclosureof HIV-related information, I may contact the New York State Division of Human Rights at (212) 480-2493 or theNew York City Commission of Human Rights at (212) 306-7450. These agencies are responsible for protectingmy rights.

I have the right to revoke this authorization at any time by writing to the health care provider listed above. Iunderstand that I may revoke this authorization except to the extent that action has already been taken based onthis authorization.

I understand that signing this authorization is voluntary. My treatment, payment, enrollment in a health plan, oreligibility for benefits will not be conditioned upon my authorization of this disclosure.

Information disclosed under this authorization might be redisclosed by the recipient and this redisclosure may nolonger be protected by federal or state law.

Reason for release of information: At request of individual Other: for participation in the Urgent Care Program

Date or event on which this authorization will expire:

6 months after my discharge from, or termination of, the Urgent Care Program

If not the patient, name of person signing form (PLEASE PRINT)

X___________________________________________________

Authority to sign on behalf of patient:

X___________________________________________________

All items on this form have been completed and my questions about this form have been answered. In addition, I have been provided a copy of the form.

Signature of Patient or Representative Authorized by Law

X_________________________________________________________

Date (MM/DD/YYYY)

X______________________________________

* Human Immunodeficiency Virus that causes AIDS. The New York State Public Health Law protects informationwhich reasonably could identify someone as having HIV symptoms or infection and information regarding aperson's contacts.

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Primer on Obtaining Valid & Reliable PAM® Responses 

We appreciate your participation in obtaining PAM responses from potential participants of the ACA Urgent Care Program. Below are instructions for administering the PAM survey. The forms in your enrollment packets are double‐sided. On one side is the survey for the individual titled “Individual Survey”. If the individual is not competent to answer for him/herself, have the caregiver fill out the “Caregiver Survey” on the other side. Follow instructions below. Return the completed survey in the self‐addressed envelope enclosed in the enrollment packet.  

To get the most reliable and valid PAM responses, we recommend the following approach, which is based on research studies and the experiences of our diverse roster of clients. 

Introduction is key:  Ensure the individual understands the intent of the survey, how it will be used, and the personal benefits to the individual. 

Set the stage:  “I’ll read you a set of questions designed to help me know how to best support you.There are no right or wrong answers, only what is most true for you today.” 

Emphasize that all answers and results are confidential, yet might be viewed by a health coach, ifappropriate, to build the best support program. 

Reinforce that the answers will not be used to decrease their health care benefits or services, or beused against them in anyway. 

To achieve the best results, the individual must be completely honest in responding.

Give the individual space and time 

Set the stage:  “This is important, so please feel free to take as much time as you need to answer thequestions.”   

Allow the individual adequate time to answer each statement.  Do not coax the individual for aresponse. 

Silence is OK; the individual is being thoughtful in his/her answers.

Avoid rephrasing or re‐interpreting the statement if the individual does not respond quickly.

Read each question exactly as it appears on the survey. Do not add, remove, change, or interpret words, or ask the questions out of order.  

Set the stage: “Let me read the question again.” “Is there a particular part of the question I canrepeat for you or better explain?” 

If the individual hesitates or asks for clarification, read the statement and response categories asecond time. This is generally sufficient. 

If the individual still doesn’t respond or is confused after reading the questions twice:o Read the statement a third time, oro Explain or re‐phrase the statement in a simpler manner. See the next page for rephrasing of

statements 6 ‐ 10.  (Statements 1 ‐ 5 typically don’t pose a problem, and statements 6 ‐ 10only rarely cause confusion.)

If you’ve tried the above steps without a response, select N/A for the answer.

If an individual cannot or will not respond to a PAM statement, select N/A.

Insignia Health One SW Columbia Street, Suite 700, Portland, OR 97258, USA Tel: (503) 299-2800 [email protected] www.insigniahealth.com Rev. 11122013

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Insignia Health One SW Columbia Street, Suite 700, Portland, OR 97258, USA Tel: (503) 299-2800 [email protected] www.insigniahealth.com Rev. 11122013

2

Re‐phrasing Options for PAM Statements 6 – 10 (Use only after reading a statement twice.) 

 6.  I am confident that I can follow through on medical treatments I may need to do at home.     Potential trouble spots:  Correct, contextual understanding of the terms “confident,”  “medical treatments,” 

and “follow through.”    Rephrase:  I’m sure I can do what my doctor tells me to do at home. (Provide an example of a medical treatment 

that has relevance for the individual – dietary change, smoking cessation, take Rx’s correctly.)  7. I have been able to maintain (keep up with) lifestyle changes, like eating right or exercising.    Potential trouble spots:  Correct, contextual understanding of the terms “maintain,” “keep up with,” and 

“lifestyle changes.”    Rephrase:  I have been successful making and staying on track with healthy behaviors like eating right or 

exercising.  8. I know how to prevent problems with my health.    Potential trouble spots:  Correct, contextual understanding of the terms “prevent,” and “problems.”    Rephrase:  I know how to stop health troubles from happening in the first place.  9. I am confident I can figure out solutions when new problems arise with my health.    Potential trouble spots:  Correct, contextual understanding of the terms “confident,” “solutions,” and “arise.”    Rephrase:  I’m sure that I will know the right things to do when I have a new health problem come up.  10. I am confident that I can maintain lifestyle changes, like eating right and exercising, even during times of 

stress.    Potential trouble spots:  Correct, contextual understanding of the terms “confident,” “maintain,” “lifestyle 

changes,” and “times of stress.”    Rephrase: I’m sure I can keep doing healthy things, like eating right and exercising, even when I am having a lot 

of stress in my life.  

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When all is said and done, I am responsible for seeingthat this person’s health is managed properly.

StronglyDisagree� Disagree� Agree� N/A�

Taking an active role in this person’s health care is one of the most important factors in determining her/his health and ability to function.

I know what each of this person’s prescribed medications do.

I am confident that I can tell when this person needs to get medical care and when I can handle the problem myself.

I am confident I can tell a doctor the concerns that I haveabout this person’s health even when he or she does not ask.

Patient Activation Measure Caregiver Survey

StronglyAgree�

StronglyDisagree� Disagree� Agree� N/A�

StronglyAgree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

StronglyDisagree� Disagree� Agree� N/A�Strongly

Agree�

Patient Activation Measure®. Caregiver PAM-10®. © 2003-2014 University of Oregon. All Rights reserved. © 2014 Insignia Health. All Rights Reserved. Proprietary and Confidential. For use with a valid copyright license only.

Rev01272014

Below  are  statements  people  sometimes  make  about  caring  for  the  health  of  someone  else.    Please  indicate  how  much  you  agree  or  disagree  with  each  statement  as  it  applies  to  you  personally  as  a  caregiver.    

Click on  the circle to the left of the  answer  that  is  most  true  for  you  today.    If  the  statement  does  not  apply,  select  N/A.  

Care g iv e r�Caring  for  TABS� ID�Date�

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

I am confident that I can follow through on medicaltreatments I need to do for this person at home.

I am able to help this person maintain lifestyle changes (like eating, diet or exercise) for his/her condition.

I know how to prevent problems with this person's health

I am confident that I can figure out solutions when newsituations or problems arise with this person's health

I am confident that I can help this person with lifestylechanges, like diet and exercise, even during times of stress.

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Name  TABS  ID  Date  

Patient Activation Measure®. PAM-10®. © 2003-2014 University of Oregon. All Rights reserved. © 2014 Insignia Health. All Rights Reserved. Proprietary and Confidential. For use with a valid copyright license only.

Rev01272014

Below  are  statements  people  sometimes  make  when  they  talk  about  their  health.    Please  indicate  how  much  you  agree  or  disagree  with  each  statement  as  it  applies  to  you  personally.    

Click on the circle to the left of the  answer  that  is  most  true  for  you  today.    If  the  statement  does  not  apply,  select  N/A.  

1. When  all  is  said  and  done,  I  am  the  person  who  isresponsible  for  taking  care  of  my  health.

StronglyDisagree   Disagree   Agree   N/A  

2.   Taking  an  active  role  in  my  own  health  care  is  the  most  important  thing  that  affects  my  health.  

3. I  know  what  each  of  my  prescribed  medications  do.

4.  I  am  confident  that  I  can  tell  whether  I  need  to  go  to  the  doctor  or  whether  I  can  take  care  of  a  health  problem  myself.  

5. I  am  confident  that  I  can  tell  a  doctor  concerns  Ihave  even  when  he  or  she  does  not  ask.

6. I  am  confident  that  I  can  follow  through  on  medicaltreatments  I  may  need  to  do  at  home.

7. I  have  been  able  to  maintain  (keep  up  with)  lifestylechanges,  like  eating  right  or  exercising.

8. I  know  how  to  prevent  problems  with  my  health.

9.   I  am  confident  I  can  figure  out  solutions  when  new  problems  arise  with  my  health.  

10.  I  am  confident  that  I  can  maintain  lifestyle  changes,  like  eating  right  and  exercising,  even  during  times  of  stress.  

Patient Activation MeasureIndividual Survey

StronglyAgree  

StronglyDisagree   Disagree   Agree   N/A  

StronglyAgree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree  

StronglyDisagree   Disagree   Agree   N/A  Strongly

Agree