Staff · Part B / MHA / PHA

Reviewer & Provider Experience

Exception-based review: automation completes what the record already knows; you see only the items that need clinical judgment. Staff details are pre-filled from your last session.

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If you're completing more than the Part B review, you won't be asked to sign in again between roles.

PHA Module Dashboard

Ranked by Doppler · views by CareSignals.ai 341 active · ready Part B 7 · ready MHA/PHA 9 14 past due

Related to me Admin tasks →

Service member	DoD ID	Service	Unit	PHA due	Review method	State	Doppler

Search activates after 3 characters (name) or 7 digits (DoD ID). Due-date indicators: 14-day countdown · past-due red · 🚩 past 90 days. Attention Level (the spec’s placeholder term, 13.3.4.5) is realized as the Doppler priority score — hover a score for its rationale; the queue sorts by it. The spec’s ‘FUTURE: by risk score’ (13.2.7.4) is this. AI copilot tools (13.3.5, TBD): the policy ask at the foot of the workspace answers rules questions with citations. Notification escalation runs automatically at day 1, 3, 7 (flag), 10 (unit), 14 (admin task).

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JO SSG Jamal T. Okafor
HHC 3-7 IN · Army · DoD ID ···4417 · 34 y/o M

PHA due28 Jul 2026

Last PHA21 Jul 2025

Last theater exitKuwait · May 2026

Part A signed30 Jun 2026

📡

Recommended engagement mode

Virtual / telephonic is sufficient — no in-person indicators found.

Rationale: no positive BH screens · no new deployment-limiting conditions reported · IMR gaps are lab/admin only · vision and dental current. Rules version 2026.06 (auto-ingested from policy).

Part B Reviewer

MHA Provider · locked until Part B

PHA Provider · locked until Part B

✅ 22 of 26 Part B items completed by automation. 4 items below need human judgment — everything else was verified against the record and pre-filled.

Records review — auto-filled from the record source: reconciled record

Height / weight

70 in · 186 lb

Documented 12 May 2026

Blood pressure

122 / 78

12 May 2026 · no abnormal history

Cholesterol

On file

03 Mar 2025

Sickle cell trait

Documented — negative

Accession labs 2014

G6PD / Blood type / DNA

All on file

O+ · G6PD normal

Dental exam (Class 1)

Current

DD 2813 · 04 Apr 2026

Needs your judgment — 4 items

🧪

HIV test is 26 months old — outside the 24-month IMR window §VII·6a

Last draw 03 May 2024. A lab order has been prepped for MHS GENESIS and is awaiting your release.

💊

Medication discrepancy — record vs. self-report §II·9–10

Record lists meloxicam 15 mg active (renewed Apr 2026); SM reported no current medications in Part A. Confirm whether active or discontinued.

🏥

Outside care found in HIE not reported by SM §II·11–12

HIE shows 4 physical-therapy visits (knee) at a network clinic, Feb–Mar 2026. SM answered “No” to outside care (OTH3).

🌿

Allergy comparison — one unmatched item §II·16

SM reported sulfa allergy in Part A; record shows penicillin only. Confirm and update the allergy record.

Everything else

Immunizations current except influenza (due Oct 2026, not yet past due) · no profile / LIMDU / MEB indicators · deployment health complete for the May 2026 redeployment (DD 2796 → DD 2900 on file) · no special-duty physical requirements · reviewer identity pre-filled from your last session (HM1 Ruiz · NBHC Kings Bay).

Section IX — Reviewer recommendation for the HCP completing Part C system draft

📋

Provider notification / referral from record review: Not indicated

Rationale (rules v2026.06): no top-20% in-person triage criteria met — no positive BH gates, no new duty-limiting conditions, IMR gaps lab/admin only. Edit freely; your signature controls.

✓ Signed · re-validation running…

🧮 All behavioral-health screens pre-scored and trended from Part A responses and the member check-in. No positive screens this cycle.

Screen scores & trend

Instrument	Score	Threshold	Trend vs 2025 PHA	Result
AUDIT-C (alcohol · all SMs) check-in	3	≥4 (M) / ≥3 (F)	▲ +1 vs last year	Below cutoff — note trend
PHQ-2 gate (VI.7a–b)	1	gate at “more than half the days”	→ unchanged	Negative — PHQ-8 not administered
PCL-C stem gate (VI.6a–e)	0 of 5	gate at ≥3 items	→ unchanged	Negative — PCL-C (17-item) not administered
Gambling screen (VI.4a–d)	0	any positive item	→ unchanged	Negative
Sleep concern (self-report)	Reported	—	▲ new this cycle	Discuss at encounter

Recommendation: No MHA referral indicated. Telephonic MHA encounter is sufficient. Suggested focus: sleep hygiene post-deployment; brief alcohol-use conversation given +1 AUDIT-C trend. Post-deployment context: returned from Kuwait May 2026; DD 2900 negative for BH referral.

Complete Part C — Mental Health Assessment working section

Item 1 · Major life stressors from Part A VI.1a

SM marked: Sleep (post-redeployment). Not currently in treatment (VI.1b · no BH encounters in record).

Referral indicated? No Yes

Item 2 · MH care history & medications from Part A VI.2–3 vs record

History: SM answered No — aligns with record (no MH encounters, 12 mo). MH medications: none reported, none in record. No discrepancy to annotate.

Item 3 · Alcohol use — AUDIT-C auto-scored VI.5a–c

Score 3 · est. ~5 drinks/week · interpretation per DD 3024 matrix: below positive cutoff (≥4 M) — rising trend (+1). BRIEF counseling recommended, not required. BRIEF counseling provided (Bring attention · Recommend limits · Inform effects · Explore goal · Follow-up)

Referral for specialty treatment? No Yes (reason required only if AUDIT-C ≥8 — not applicable at 3)

Item 4 · PTSD — PCL-C gate auto-determined

Stem gate (VI.6a–e): 0 of 5 → PCL-C 17-item not administered. Intervention matrix: N/A. No provider action required.

Item 5 · Depression — PHQ-8 gate auto-determined

PHQ-2 gate: 1 (below “more than half the days”) → PHQ-8 not administered. Intervention matrix: N/A. No provider action required.

Item 6 · Suicide risk — C-SSRS provider-administered — required

6a · Past month: wished dead / sleep and not wake up?

6b · Thoughts of killing yourself?

6c–6e · Method / intent / plan — unlocked if 6b is Yes

6f.1 · Lifetime: ever done / started / prepared anything to end your life?

6h · Current risk of harm to self?

Item 7 · Violence risk provider-administered — required

7a · Past month: thoughts of hurting / losing control with someone?

7b · Current risk to others?

Items 8–10 · Concerns & referrals system pre-selects · 9a checked

9a · None identified (skips referral block 10)

Item 12 · SM requests (Part A VI.8–11) from Part A

Appointment request: No · Stress/alcohol info: No · Family/relationship assistance: No · Chaplain/counselor visit: No — nothing to address.

Item 13 · Supplementary services system-recommended

Health education and information (sleep hygiene post-deployment) Military OneSource Chaplain

✓ MHA sub-state complete

🩺 Integrated medical + behavioral summary prepared, updated after Part B. Draft determination language is pre-written below — edit freely; your signature controls.

Integrated summary

34 y/o male, HHC 3-7 IN, redeployed from Kuwait May 2026. No deployment-limiting conditions reported or found. BH gates negative (PHQ-2 = 1, PHQ-8 not indicated; PCL-C stem 0/5, PCL-C not indicated; gambling screen negative); AUDIT-C = 3 with a +1 trend — counseling opportunity, below referral threshold. Self-reported sleep disturbance post-redeployment. Active meloxicam on record vs. SM denial — reconcile at encounter. Outside PT care (knee) identified via HIE, records requested. IMR: HIV lab ordered (was 26 mo); influenza due Oct; all other elements current.

Pre-drafted determination language (Sections IV / V / VII)

Readiness determination

Fully Medically Ready — deployable without limitation System-recommended · rules v2026.06
All IMR elements current or ordered; no deployment-limiting conditions. Not Fully Medically Ready — action required
Select if encounter findings change the picture; routes to profile/waiver workflow.

Recommended items needed system list per rules v2026.06

IMR labs: HIV — ordered this cycle · Immunizations: influenza due Oct 2026 (coming due, non-blocking) · Vision screening: current · Glasses: 2 serviceable pairs · Gas mask inserts: current prescription

Part C §IV — Concerns & referrals system pre-select

No issues or concerns identified (system default — no flags; skips to §V)

MHA provider marked none identified — no divergence to annotate.

Part C §V — Section-by-section verification

Part C §VI — Deployment readiness from Part B

Deployed within past 3 years (Kuwait, May 2026): deployment health assessments current — DD 2796 and DD 2900 on file. Next-120-days deployment: No — PDHA not applicable.

Part C §VI — IMR determination elements pre-populated per rules

Disposition pre-selected from element status — confirm or override in the determination radios above.

Part C §VII — Deployability (DoDI 6490.07) required Ask about DoDI 6490.07 →

Yes — no medical condition that limits deployability System-recommended No — concern/condition that does NOT require duty limitation but COULD limit deployability No — condition that DOES require duty limitation AND limits deployability

✓ PHA signed

PHA submitted — routed downstream (Step 11)

Signed DD 3024 + data + metadata → PHA System of Record
Encounter created, progress note inserted, reconciled data updated → MHS GENESIS
DD 2766 updated (allergy addition; PT episode noted)
HIV order status synced → ITS / lab · digital copy retained until next PHA

9 mintotal staff touch time

2 d 4 hPart A → determination

22 / 26Part B items automated

Virtualengagement mode used

Natural-language policy query is available to all users; answers cite the ingested policy and rules version. Demo responses are canned.