Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to access the Va Dmas 97a B online form.
2. Begin by entering the identification and background details at the top of the form. Fill in personal information such as the client's SSN, name, address, and contact details accurately.
3. Proceed to the demographics section. Input the client's birthdate, marital status, age, sex, race, and education level. Select the appropriate options that represent the client’s demographics.
4. In the primary caregiver/emergency contact section, provide the names, relationships, addresses, and phone numbers for individuals who are significant to the client’s care.
5. Complete the current formal services section. Indicate whether the client currently receives specific services. Check all that apply and provide any necessary details on the type of services received.
6. Fill out the financial resources section, reporting the client’s annual family income and details about any income received. This will help assess the client’s financial status.
7. In the physical environment section, describe the client’s living conditions and any issues they may face at their residence, such as health and safety concerns.
8. Fill in the functional status details by marking the appropriate boxes based on the client's ability to perform daily tasks and activities.
9. Review and complete the physical health assessment section, including current medications, medical history, and any ongoing medical needs of the client.
10. Conclude by filling out the psycho-social assessment, noting any cognitive or emotional concerns, as well as social interactions and support systems.
11. Once all sections are completed, save your changes. You can download, print, or share the form as required.

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