Regulation detail

F-Tag F745

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§483.40(d) The facility must provide medically-related social services to attain or

Jurisdiction: CM Agency: Centers for Medicare & Medicaid Services
SNF (100%)
Plain-English summary

This F-Tag requires nursing facilities to provide medically-related social services aimed at attaining or maintaining each resident's highest practicable physical, mental, and psychosocial well-being. Covered services include advocacy, grievance resolution, mental health counseling referrals, transitions of care assistance, advance care planning, and support for residents experiencing distress, loss, or abuse. Facilities must identify social service needs and ensure they are met, though a qualified social worker need not deliver all services unless required by state law. This regulation governs nursing facility operations and does not license or set standards for any distinct behavioral health level of care.

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Regulation text
F745
(Rev. 225; Issued: 08-08-24; Effective: 08-08-24; Implementation: 08-08-24) 
 
§483.40(d) The facility must provide medically-related social services to attain or 
maintain the highest practicable physical, mental and psychosocial well-being of 
each resident. 
 
INTENT §483.40(d) 
 
To assure that sufficient and appropriate social services are provided to meet the 
resident’s needs. 
 
DEFINITIONS §483.40(d) 
 
Definitions are provided to clarify terminology related to behavioral health services and 
the attainment or maintenance of a resident’s highest practicable well-being. 

“Medically-related social services” means services provided by the facility’s staff to 
assist residents in attaining or maintaining their mental and psychosocial health. 
 
GUIDANCE §483.40(d) 
 
All facilities are required to provide medically-related social services for each resident. 
Facilities must identify the need for medically-related social services and ensure that 
these services are provided. It is not required that a qualified social worker necessarily 
provide all of these services, except as required by State law. 
 
If there are concerns about requirements involving qualified social workers, refer to 
§483.70(o) (F850), Social worker. 
 
Examples of medically-related social services include, but are not limited to the 
following: 
 
• Advocating for residents and assisting them in the assertion of their rights within 
the facility in accordance with §483.10, Resident Rights, §483.12, Freedom from 
Abuse, Neglect, and Exploitation, §483.15, Transitions of Care, §483.20, 
Resident Assessments (PASARR), and §483.21, Comprehensive Person-Centered 
Care Planning; 
• Assisting residents in voicing and obtaining resolution to grievances about 
treatment, living conditions, visitation rights, and accommodation of needs; 
• Assisting or arranging for a resident’s communication of needs through the 
resident’s primary method of communication or in a language that the resident 
understands; 
• Making arrangements for obtaining items, such as clothing and personal items; 
• Assisting with informing and educating residents, their family, and/or 
representative(s) about health care options and ramifications; 
• Making referrals and obtaining needed services from outside entities (e.g., talking 
books, absentee ballots, community wheelchair transportation); 
• Assisting residents with financial and legal matters (e.g., applying for pensions, 
referrals to lawyers, referrals to funeral homes for preplanning arrangements); 
• Transitions of care services (e.g., assisting the resident with identifying 
community placement options and completion of the application process, 
arranging intake for home care services for residents returning home, assisting 
with transfer arrangements to other facilities); 
• Providing or arranging for needed mental and psychosocial counseling services; 
• Identifying and seeking ways to support residents’ individual needs through the 
assessment and care planning process; 
• Encouraging staff to maintain or enhance each resident’s dignity in recognition of 
each resident’s individuality; 
• Assisting residents with advance care planning, including but not limited to 
completion of advance directives (For additional information pertaining to 
advance directives, refer to §483.10(g)(12) (F578)), Advance Directives); 
• Identifying and promoting individualized, non-pharmacological approaches to 
care that meet the mental and psychosocial needs of each resident; and 

• Meeting the needs of residents who are grieving from losses and coping with 
stressful events. 
 
Situations in which the facility should provide social services or obtain needed services 
from outside entities include, but are not limited to the following: 
 
• Lack of an effective family or community support system or legal representative; 
• Expressions or indications of distress that affect the resident’s mental and 
psychosocial well-being, resulting from depression, chronic diseases (e.g., 
Alzheimer’s disease and other dementia related diseases, schizophrenia, multiple 
sclerosis), difficulty with personal interaction and socialization skills, and resident 
to resident altercations; 
• Abuse of any kind (e.g., alcohol or other drugs, physical, psychological, sexual, 
neglect, exploitation); 
• Difficulty coping with change or loss (e.g., change in living arrangement, change 
in condition or functional ability, loss of meaningful employment or activities, 
loss of a loved one); and 
• Need for emotional support. 
 
NOTE: When needed services are not covered by Medicaid, nursing facilities are still 
required to attempt to obtain these services on behalf of the resident (e.g., arranging 
transportation services).