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BUS 6109 Managerial Accounting
Semester Project: Company Financial Analysis
Project Overview: Each of you will act as financial consultants
to an “investment firm,” i.e. the professor, and will choose a
publicly traded company to become experts in.
You will need to let me know your choice of company as I need
to make sure there is no duplication of efforts. We also have to
evaluate whether the financial analysis is doable. Public
companies tend to be easier to do research on than private ones.
Final choices need to be made by the second week of class.
Seven weeks is all you have to complete this analysis and it
goes by very quickly.
The goal of the project will be to provide a well-researched and
supported financial analysis of your assigned company. You
will have to perform this analysis in comparison to at least one
other competitor’s performance in its industry for it to be
meaningful.
At the end of the of the semester you must submit a written
analysis and defend your investment recommendations.
The basic question which needs to be answered is: Would you
invest money in this stock? Why or why not?
While there is no ‘right’ answer to this project, each analysis
will be graded based on the thoroughness of your research,
demonstration of your understanding of the company’s financial
health, application of course concepts, creativity, and, most
importantly, the quality of your final recommendations.
Recommendations should be logically presented in order to
persuade your client to invest (or not invest) in your company
of choice
Grading: First and foremost, take the time to ensure that your
paper is grammatically correct.
At this level of academia, it is expected that you are able to
write succinctly, accurately, and can construct and defend
logical arguments.
To encourage concise writing your final paper should not be
more than a dozen or so pages in length.
Please use double spacing and 1 inch margins (left, right, top
and bottom).
You can provide images/graphs/charts and calculations in an
appendix which will not be counted as subject to the page
limitation described just above.
Your final report is due on the last day of class and should be
sent to me via email.
Project Suggestions/Notes:
· But be sure to provide a very
brief overview of the company prior to diving into the
financial comparisons
· What market segment does the company participate in? What
are this segment’s characteristics? How fast is its market
segment growing, for example? What is the nature of this
segment’s competition? Have there been any recent events that
have impact the industry?
· After the overview, evaluate the strategic positioning of the
company. There are three generic strategies: a) cost-leadership,
b) differentiation, c) focus. Which one best describes this
company’s strategy? What are its critical factors for
success?What strategic moves have its competitors made in
response?
· While the financial analysis section is important, it is only
meaningful in the context of the company’s overall
environment.
· Come to a strong conclusion at the end (Yea or Nay) and
provide solid reasons for your recommendations.
· Avoid turning in something that your manager would not
accept under the strictest professional standards.
· Lastly, be creative! Each person should seek a competitive
advantage by differentiating his/her interpretations, analytics,
presentations, and methodologies.
A complete analysis might consist (but not necessarily) of the
following sections:
· An analysis of the firm’s industry dynamics and major
competitors
· A discussion of the firm’s strategic positioning
· A historical perspective on stock price performance over the
last three years
· An analysis of the historical financial and operational
performance of the firm going back at least three years, as well
· How do you anticipate this firm performing into the future
over the short and long terms?
· Clear recommendations for a) how this firm can improve its
financial performance and b) improve its stock price
Ratio analysis is best performed if there is at least one
competitor’s financial information to compare against on a side-
by-side basis.
It would be best to calculate all ratios from scratch rather than
rely on financial ratios published somewhere on the Internet.
Schedule of Recommended Task Completion
Milestones
Task completion
Description
Week One
Choice of company
Please email me your choice of company by end of the first
week so we can evaluate whether this choice is doable.
Week Two
Basic company information
Collect background company and industry information, recent
history and trends, recent developments
Week Three and Four
Financial data and information
Collect relevant financial data and information (balance sheet,
income statement and cash flow statement) from the annual
report or 10-K
Week Five
Ratio analysis
Financial ratio analysis with a comparison against at least one
major competitor, strategy analysis
Week Six
Financial projections
What do you anticipate will be this firm’s financial performance
in the future and why?
Last Week of Class
Recommendations
Based on the above analysis, you should be in a position to
come to solid conclusions about it. Papers are due at the end of
the week.
Slides on how to find financial information on the Internet will
be sent out separately.
Your main source of information on public companies will be
the Securities and Exchange Commission’s website:
www.sec.gov.
The financial press and plain old Internet searches might
provide you with additional information which would be helpful
in your analysis.
image1.jpeg
NRNP/PRAC 6635 Comprehensive Psychiatric Evaluation
Exemplar
INSTRUCTIONS ON HOW TO USE EXEMPLAR AND
TEMPLATE—READ CAREFULLY
If you are struggling with the format or remembering what to
include, follow the
Comprehensive Psychiatric Evaluation Template
AND the Rubric
as your guide. It is also helpful to review the rubric in
detail in order not to lose points unnecessarily because you
missed something required. Below highlights by category are
taken directly from the grading rubric for the assignment in
Weeks 4–10. After reviewing the full details of the rubric, you
can use it as a guide.
In the
Subjective section, provide:
· Chief complaint
· History of present illness (HPI)
· Past psychiatric history
· Medication trials and current medications
· Psychotherapy or previous psychiatric diagnosis
· Pertinent substance use, family psychiatric/substance use,
social, and medical history
· Allergies
· ROS
·
Read rating descriptions to see the grading standards!
In the
Objective section, provide:
· Physical exam documentation of systems pertinent to the chief
complaint, HPI, and history
· Diagnostic results, including any labs, imaging, or other
assessments needed to develop the differential diagnoses.
·
Read rating descriptions to see the grading standards!
In the
Assessment section, provide:
· Results of the mental status examination,
presented in paragraph form.
· At least three differentials with supporting evidence. List them
from top priority to least priority. Compare the
DSM-5-TR diagnostic criteria for each differential
diagnosis and explain what
DSM-5-TR criteria rules out the differential diagnosis
to find an accurate diagnosis.
Explain the critical-thinking process that led you to the
primary diagnosis you selected. Include pertinent positives and
pertinent negatives for the specific patient case.
·
Read rating descriptions to see the grading standards!
Reflect on this case. Include: Discuss what you learned and
what you might do differently. Also include in your reflection a
discussion related to legal/ethical considerations (
demonstrate critical thinking beyond confidentiality and
consent for treatment!), social determinates of health, health
promotion and disease prevention taking into consideration
patient factors (such as age, ethnic group, etc.), PMH, and other
risk factors (e.g., socioeconomic, cultural background, etc.).
(The comprehensive evaluation is typically the
initial new patient evaluation. You will practice writing
this type of note in this course. You will be ruling out other
mental illnesses so often you will write up what symptoms are
present and what symptoms are not present from illnesses to
demonstrate you have indeed assessed for all illnesses which
could be impacting your patient. For example, anxiety
symptoms, depressive symptoms, bipolar symptoms, psychosis
symptoms, substance use, etc.)
EXEMPLAR BEGINS HERE
CC (chief complaint): A
brief statement identifying why the patient is here. This
statement is verbatim of the patient’s own words about why
presenting for assessment. For a patient with dementia or other
cognitive deficits, this statement can be obtained from a family
member.
HPI: Begin this section with patient’s initials, age, race, gender,
purpose of evaluation, current medication and referral reason.
For example:
N.M. is a 34-year-old Asian male presents for psychiatric
evaluation for anxiety. He is currently prescribed sertraline
which he finds ineffective. His PCP referred him for evaluation
and treatment.
Or
P.H., a 16-year-old Hispanic female, presents for psychiatric
evaluation for concentration difficulty. She is not currently
prescribed psychotropic medications. She is referred by her
therapist for medication evaluation and treatment.
Then, this section continues with the symptom analysis for your
note. Thorough documentation in this section is essential for
patient care, coding, and billing analysis.
Paint a picture of what is wrong with the patient. First what is
bringing the patient to your evaluation. Then, include a
PSYCHIATRIC REVIEW OF SYMPTOMS. The symptoms
onset, duration, frequency, severity, and impact. Your
description here will guide your differential diagnoses. You are
seeking symptoms that may align with many DSM-5-TR
diagnoses, narrowing to what aligns with diagnostic criteria for
mental health and substance use disorders.
Past Psychiatric History: This section documents the patient’s
past treatments. Use the mnemonic
Go
Cha
MP.
General Statement: Typically, this is a statement of the patients
first treatment experience. For example: The patient entered
treatment at the age of 10 with counseling for depression during
her parents’ divorce. OR The patient entered treatment for detox
at age 26 after abusing alcohol since age 13.
Caregivers are listed if applicable.
Hospitalizations: How many hospitalizations? When and where
was last hospitalization? How many detox? How many
residential treatments? When and where was last
detox/residential treatment? Any history of suicidal or
homicidal behaviors? Any history of self-harm behaviors?
Medication trials: What are the previous psychotropic
medications the patient has tried and what was their reaction?
Effective, Not Effective, Adverse Reaction? Some examples:
Haloperidol (dystonic reaction), risperidone
(hyperprolactinemia), olanzapine (effective, insurance wouldn’t
pay for it)
Psychotherapy or
Previous Psychiatric Diagnosis: This section can be
completed one of two ways depending on what you want to
capture to support the evaluation. First, does the patient know
what type? Did they find psychotherapy helpful or not? Why?
Second, what are the previous diagnosis for the client noted
from previous treatments and other providers. Thirdly, you
could document both.
Substance Use History: This section contains any history or
current use of caffeine, nicotine, illicit substance (including
marijuana), and alcohol. Include the daily amount of use and
last known use. Include type of use such as inhales, snorts, IV,
etc. Include any histories of withdrawal complications from
tremors, Delirium Tremens, or seizures.
Family Psychiatric/Substance Use History: This section contains
any family history of psychiatric illness, substance use
illnesses, and family suicides. You may choose to use a
genogram to depict this information. Be sure to include a
reader’s key to your genogram or write up in narrative form.
Social History: This section may be lengthy if completing an
evaluation for psychotherapy or shorter if completing an
evaluation for psychopharmacology. However, at a minimum,
please include:
Where patient was born, who raised the patient
Number of brothers/sisters (what order is the patient within
siblings)
Who the patient currently lives with in a home? Are they single,
married, divorced, widowed? How many children?
Educational Level
Hobbies:
Work History: currently working/profession, disabled,
unemployed, retired?
Legal history: past hx, any current issues?
Trauma history: Any childhood or adult history of trauma?
Violence Hx:
Concern or issues about safety (personal, home,
community, sexual (current & historical)
Medical History: This section contains any illnesses, surgeries,
include any hx of seizures, head injuries.
Current Medications: Include dosage, frequency, length of time
used, and reason for use. Also include OTC or homeopathic
products.
Allergies:
Include medication, food, and environmental allergies
separately. Provide a description of what the allergy is (e.g.,
angioedema, anaphylaxis). This will help determine a true
reaction vs. intolerance.
Reproductive Hx:
Menstrual history (date of LMP), Pregnant (yes or no),
Nursing/lactating (yes or no), contraceptive use (method used),
types of intercourse: oral, anal, vaginal, other, any sexual
concerns
ROS: Cover all body systems that may help you include or rule
out a differential diagnosis. Please note: THIS IS DIFFERENT
from a physical examination!
You should list each system as follows:
General:Head:
EENT: etc. You should list these in bullet format and
document the systems in order from head to toe.
Example of Complete ROS:
GENERAL: No weight loss, fever, chills, weakness, or fatigue.
HEENT: Eyes: No visual loss, blurred vision, double vision, or
yellow sclerae. Ears, Nose, Throat: No hearing loss, sneezing,
congestion, runny nose, or sore throat.
SKIN: No rash or itching.
CARDIOVASCULAR: No chest pain, chest pressure, or chest
discomfort. No palpitations or edema.
RESPIRATORY: No shortness of breath, cough, or sputum.
GASTROINTESTINAL: No anorexia, nausea, vomiting, or
diarrhea. No abdominal pain or blood.
GENITOURINARY: Burning on urination, urgency, hesitancy,
odor, odd color
NEUROLOGICAL: No headache, dizziness, syncope, paralysis,
ataxia, numbness, or tingling in the extremities. No change in
bowel or bladder control.
MUSCULOSKELETAL: No muscle, back pain, joint pain, or
stiffness.
HEMATOLOGIC: No anemia, bleeding, or bruising.
LYMPHATICS: No enlarged nodes. No history of splenectomy.
ENDOCRINOLOGIC: No reports of sweating, cold, or heat
intolerance. No polyuria or polydipsia.
Physical exam (If applicable and if you have opportunity to
perform—document if exam is completed by PCP): From head
to toe, include what you see, hear, and feel when doing your
physical exam. You only need to examine the systems that are
pertinent to the CC, HPI, and History.
Do not use “WNL” or “normal.” You must describe
what you see. Always document in head-to-toe format i.e.,
General: Head: EENT: etc.
Diagnostic results: Include any labs, X-rays, or other
diagnostics that are needed to develop the differential diagnoses
(support with evidenced and guidelines).
Assessment
Mental Status Examination: For the purposes of your courses,
this section must be presented in paragraph form and not use of
a checklist! This section you will describe the patient’s
appearance, attitude, behavior, mood and affect, speech, thought
processes, thought content, perceptions (hallucinations,
pseudohallucinations, illusions, etc.)., cognition, insight,
judgment, and SI/HI. See an example below. You will modify to
include the specifics for your patient on the above elements—
DO NOT just copy the example. You may use a preceptor’s way
of organizing the information if the MSE is in paragraph form.
He is an 8-year-old African American male who looks his stated
age. He is cooperative with examiner. He is neatly groomed and
clean, dressed appropriately. There is no evidence of any
abnormal motor activity. His speech is clear, coherent, normal
in volume and tone. His thought process is goal directed and
logical. There is no evidence of looseness of association or
flight of ideas. His mood is euthymic, and his affect appropriate
to his mood. He was smiling at times in an appropriate manner.
He denies any auditory or visual hallucinations. There is no
evidence of any delusional thinking. He denies any current
suicidal or homicidal ideation. Cognitively, he is alert and
oriented. His recent and remote memory is intact. His
concentration is good. His insight is good.
Differential Diagnoses:
You must have at least three differentials with
supporting evidence. Explain what rules each differential in or
out and justify your primary diagnostic impression selection.
You will use supporting evidence from the literature to support
your rationale. Include pertinent positives and pertinent
negatives for the specific patient case.
Also included in this section is the reflection. Reflect on this
case and discuss whether or not you agree with your preceptor’s
assessment and diagnostic impression of the patient and why or
why not. What did you learn from this case? What would you do
differently?
Also include in your reflection a discussion related to
legal/ethical considerations (
demonstrating critical thinking beyond confidentiality
and consent for treatment!), social determinates of health,
health promotion and disease prevention taking into
consideration patient factors (such as age, ethnic group, etc.),
PMH, and other risk factors (e.g., socioeconomic, cultural
background, etc.).
References (move to begin on next page)
You are required to include at least three evidence-based, peer-
reviewed journal articles or evidenced-based guidelines which
relate to this case to support your diagnostics and differentials
diagnoses. Be sure to use correct APA 7th edition formatting.
© 2021 Walden University
Page 1 of 3
NRNP 6635 Week 9 Assignment Neurocognitive and
Neurodevelopmental Disorders
_____________________________________________________
_________________________
VIDEO #50 BEGIN TRANSCRIPT
00:00:15OFF CAMERA So, you told your supervisor you were
having difficulty with concentration, and then it was your
supervisor who set up this appointment, right, is it?
00:00:25HAROLD Yeah, I, I work at this large architectural
engineering firm and it's all great. Except, they've accelerated
the deadlines now and it just puts a lot of pressure on. And I, I
just can't concentrate. I mean, everyone else is, doesn't have a
problem with it. But, but I just, I just can't seem to be able to do
the same job they're doing.
00:00:50OFF CAMERA Okay, tell me about your problem with
concentration.
00:00:55HAROLD Well, um, you know it's just... Perfect
example is, is they wanted me to design um, air ducts.
00:01:05OFF CAMERA Right.
00:01:05HAROLD Air ducts, simple. But I designed them
through solid wall, a fire wall, and a supporting wall and I
didn't even realize what I was doing.
00:01:15OFF CAMERA Uh-huh.
00:01:15HAROLD You know, I mean, um, I'm making silly
mistakes like that because, another time we had these windows,
we already bought them, design, beautiful, they're going to be
in this entire building.
00:01:30OFF CAMERA Right.
00:01:30HAROLD Every floor. Well, I drew the window
opening way too small. Now, I mean, if that would have gone
ahead, it would have cost millions. I just, it's, it's just silly
things like that.
00:01:45OFF CAMERA Uh-huh, is this a new kind of problem
for you?
00:01:45HAROLD Well, I mean, I didn't seem to have a
problem when everything was relaxed, and the deadlines were
normal.
00:01:50OFF CAMERA Right.
00:01:55HAROLD I could do the job. Everything was fine. But
now we're on these, these ridiculously tight deadlines and, and I
just, can't seem to do it. Everyone else can. It's, there's not a
problem for them. And I end up like I'm not pulling my weight.
00:02:10OFF CAMERA Uh-huh.
00:02:10HAROLD And they think that and it's true, I'm not.
00:02:10OFF CAMERA Now did you have these, uh, similar
kind of problems back in school?
00:02:15HAROLD Well, yeah, I mean, in school everyone
would go to the library to cram for big exams, so, I mean.
00:02:20OFF CAMERA Right.
00:02:20HAROLD That was a normal thing. And, yeah, I'd go
but I'd end up looking out the window. Look it's snowing, oh,
it's spring time. I'll go for a walk. And, and if someone is
whispering in a library well, I have to go to the other side. All
my friends could study anywhere.
00:02:35OFF CAMERA Uh-huh, but, what other kind of
difficulties do you seem to have?
00:02:40HAROLD Well, at the job we have, these uh, lectures,
you know.
00:02:45OFF CAMERA Right.
00:02:45HAROLD We'd get together, it's groups. This is the
lectures by the chief of the department gets together with all the
architects and engineers and he talks about the mission of the
day. What we're trying to work for, our goals.
00:02:55OFF CAMERA Right.
00:03:00HAROLD Do I listen? I'm thinking, maybe, my dog
needs a bath. Or what am I going to have for lunch? Or, you
know, anything other than what he's saying.
00:03:05OFF CAMERA Mm-hmm.
00:03:10HAROLD And because of that, you know, it's not a
good idea.
00:03:15OFF CAMERA So, so, is it difficult to sit and listen?
00:03:20HAROLD Yeah, I mean, okay, we were suppose to be
designing this other, on top of this penthouse, this, kind of, a
patio, party area.
00:03:30OFF CAMERA Right.
00:03:30HAROLD And the gutters around it just to make sure
everything was very comfortable for everyone. Well, I got up
there and I'm designing and the gutters are here, and no, wait a
minute, there's Italian, tile floor. Doesn't look like it's tilted the
correct way. So I started studying that and there were
already two people assigned to study that. To fix that problem,
not me.
00:03:50OFF CAMERA Mm-hmm.
00:03:55HAROLD I got in a lot of trouble for that one.
00:03:55OFF CAMERA Do you have any problems organizing?
00:04:00HAROLD At home or the office?
00:04:00OFF CAMERA Uh, either.
00:04:05HAROLD I'm a bit of a mess. I mean, and I'm messy. I
will forget my shoes, my socks, my phone, my jacket, I, I can't
find them. I'm not that organized. And I have a calendar. One of
my coworkers, actually bought me a calendar to motivate me.
00:04:20OFF CAMERA Yeah.
00:04:25HAROLD To get more organized. So, I started writing
down all the important dates and events, but then do I ever look
at that calendar? No, I don't. So, it's a complete waste of time.
00:04:35OFF CAMERA What about problems paying bills?
00:04:40HAROLD Bills, I mean, yeah they get paid. After two
or three times of the threatening calls or letters. And then I have
to pay the penalties.
00:04:50OFF CAMERA Hmm, what about hyperactivity?
00:04:50HAROLD You know, I mean, I'm, sometimes I'm a
little more uncomfortable in a chair or you know. But I don't
think that's that big a deal. I mean, I used to be a lot worse. I
mean, uh, there was a time when I was in school, I would get
marked down for citizenship because I never raised my hand
and I talked out of class and, and I just, couldn't seem to stay
focused. But I'm a lot better now.
00:05:20OFF CAMERA Mm-hmm, were you ever um, treated
with medications or behavioral therapies for ADHD?
00:05:25HAROLD No, no. My mother threatened that one time,
but I was never evaluated. Never went, uh, I'm kind of amazed
she never just dragged me into a doctor's office, but she never
did.
00:05:40OFF CAMERA Do you drink any caffeinated drinks?
00:05:45HAROLD Coffee, soda, you know, once in a while. But
when I was a kid, my mother said no caffeine, no sugar, cause
you'll climb the walls. I was already doing it anyway and so
she, I uh, once and a while I'll have a little caffeine now and it
kind of helps me focus a little but, sugar, I stay away from that.
It's just not a good idea.
CASE HISTORY REPORT Training Title 50 Name: Harold
Brown Gender: male Age:60 years old T- 98.8 P- 74 R 18
134/70 Ht 5’10 Wt 170lbs Background: Has bachelor’s degree
in engineering. He dates casually, never married, no children.
Has one younger brother. Sleeps 7 hours, appetite good. Denied
legal issues; MOCA 28/30 difficulty with attention and delayed
recall; ASRS-5 21/24; denied hx of drug use; enjoys one scotch
drink on the weekends with a cigar. Allergies Dilaudid; history
HTN blood pressure controlled with Cozaar 100mg daily,
angina prescribed ASA 81mg po daily, valsartan 80mg daily.
Hypertriglyceridemia prescribed fenofibrate 160mg daily, has
BPH prescribed tamsulosin 0.4mg po bedtime. Symptom Media.
(Producer). (2017). Training title 50 [Video].
https://video-
alexanderstreetcom.ezp.waldenulibrary.org/watch/training-title-
50
VIDEO 48 NRNP 6635 WEEK 10 Neurocognitive and
Neurodevelopmental Disorders
Training Title 48 Name: Sarah Higgins Gender: female Age: 11
years old T- 97.4 P- 58 R 14 98/62 Ht 4’5 Wt 65lbs
Background: no history of treatment, developmental milestones
met on time, vaccinations up to date. Sleeps 9-10hrs/night,
meals are difficult as she has hard time sitting for meals, she
does get proper nutrition per PCP. she has a younger brother.
lives with her parents in Washington, D.C. No hx of head
trauma. Symptom Media. (Producer). (2017). Training title 48
[Video]. https://video-
alexanderstreetcom.ezp.waldenulibrary.org/watch/training-title-
48
NRNP/PRAC 6635 Comprehensive Psychiatric Evaluation
Template
Week (enter week #): (Enter assignment title)
Student Name
College of Nursing-PMHNP, Walden University
NRNP 6635: Psychopathology and Diagnostic Reasoning
Faculty Name
Assignment Due Date
Subjective:
CC (chief complaint):
HPI:
Past Psychiatric History:
·
General Statement:
·
Caregivers (if applicable):
·
Hospitalizations:
·
Medication trials:
·
Psychotherapy or
Previous Psychiatric Diagnosis:
Substance Current Use and History:
Family Psychiatric/Substance Use History:
Psychosocial History:
Medical History:
·
Current Medications:
·
Allergies:
·
Reproductive Hx:
ROS:
· GENERAL:
· HEENT:
· SKIN:
· CARDIOVASCULAR:
· RESPIRATORY:
· GASTROINTESTINAL:
· GENITOURINARY:
· NEUROLOGICAL:
· MUSCULOSKELETAL:
· HEMATOLOGIC:
· LYMPHATICS:
· ENDOCRINOLOGIC:
Objective:
Physical exam: if applicable
Diagnostic results:
Assessment:
Mental Status Examination:
Differential Diagnoses:
Reflections:
References
© 2021 Walden University
Page 1 of 3

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BUS 6109 Managerial AccountingSemester Project Company .docx

  • 1. BUS 6109 Managerial Accounting Semester Project: Company Financial Analysis Project Overview: Each of you will act as financial consultants to an “investment firm,” i.e. the professor, and will choose a publicly traded company to become experts in. You will need to let me know your choice of company as I need to make sure there is no duplication of efforts. We also have to evaluate whether the financial analysis is doable. Public companies tend to be easier to do research on than private ones. Final choices need to be made by the second week of class. Seven weeks is all you have to complete this analysis and it goes by very quickly. The goal of the project will be to provide a well-researched and supported financial analysis of your assigned company. You will have to perform this analysis in comparison to at least one other competitor’s performance in its industry for it to be meaningful. At the end of the of the semester you must submit a written analysis and defend your investment recommendations. The basic question which needs to be answered is: Would you invest money in this stock? Why or why not? While there is no ‘right’ answer to this project, each analysis will be graded based on the thoroughness of your research, demonstration of your understanding of the company’s financial health, application of course concepts, creativity, and, most importantly, the quality of your final recommendations. Recommendations should be logically presented in order to persuade your client to invest (or not invest) in your company
  • 2. of choice Grading: First and foremost, take the time to ensure that your paper is grammatically correct. At this level of academia, it is expected that you are able to write succinctly, accurately, and can construct and defend logical arguments. To encourage concise writing your final paper should not be more than a dozen or so pages in length. Please use double spacing and 1 inch margins (left, right, top and bottom). You can provide images/graphs/charts and calculations in an appendix which will not be counted as subject to the page limitation described just above. Your final report is due on the last day of class and should be sent to me via email. Project Suggestions/Notes: · But be sure to provide a very brief overview of the company prior to diving into the financial comparisons · What market segment does the company participate in? What are this segment’s characteristics? How fast is its market segment growing, for example? What is the nature of this segment’s competition? Have there been any recent events that have impact the industry? · After the overview, evaluate the strategic positioning of the company. There are three generic strategies: a) cost-leadership, b) differentiation, c) focus. Which one best describes this company’s strategy? What are its critical factors for success?What strategic moves have its competitors made in response?
  • 3. · While the financial analysis section is important, it is only meaningful in the context of the company’s overall environment. · Come to a strong conclusion at the end (Yea or Nay) and provide solid reasons for your recommendations. · Avoid turning in something that your manager would not accept under the strictest professional standards. · Lastly, be creative! Each person should seek a competitive advantage by differentiating his/her interpretations, analytics, presentations, and methodologies. A complete analysis might consist (but not necessarily) of the following sections: · An analysis of the firm’s industry dynamics and major competitors · A discussion of the firm’s strategic positioning · A historical perspective on stock price performance over the last three years · An analysis of the historical financial and operational performance of the firm going back at least three years, as well · How do you anticipate this firm performing into the future over the short and long terms? · Clear recommendations for a) how this firm can improve its financial performance and b) improve its stock price Ratio analysis is best performed if there is at least one competitor’s financial information to compare against on a side- by-side basis. It would be best to calculate all ratios from scratch rather than rely on financial ratios published somewhere on the Internet.
  • 4. Schedule of Recommended Task Completion Milestones Task completion Description Week One Choice of company Please email me your choice of company by end of the first week so we can evaluate whether this choice is doable. Week Two Basic company information Collect background company and industry information, recent history and trends, recent developments Week Three and Four Financial data and information Collect relevant financial data and information (balance sheet, income statement and cash flow statement) from the annual report or 10-K Week Five Ratio analysis Financial ratio analysis with a comparison against at least one major competitor, strategy analysis Week Six Financial projections What do you anticipate will be this firm’s financial performance in the future and why? Last Week of Class Recommendations Based on the above analysis, you should be in a position to come to solid conclusions about it. Papers are due at the end of the week. Slides on how to find financial information on the Internet will be sent out separately.
  • 5. Your main source of information on public companies will be the Securities and Exchange Commission’s website: www.sec.gov. The financial press and plain old Internet searches might provide you with additional information which would be helpful in your analysis. image1.jpeg NRNP/PRAC 6635 Comprehensive Psychiatric Evaluation Exemplar INSTRUCTIONS ON HOW TO USE EXEMPLAR AND TEMPLATE—READ CAREFULLY If you are struggling with the format or remembering what to include, follow the Comprehensive Psychiatric Evaluation Template AND the Rubric as your guide. It is also helpful to review the rubric in detail in order not to lose points unnecessarily because you missed something required. Below highlights by category are taken directly from the grading rubric for the assignment in Weeks 4–10. After reviewing the full details of the rubric, you can use it as a guide. In the Subjective section, provide: · Chief complaint · History of present illness (HPI) · Past psychiatric history · Medication trials and current medications · Psychotherapy or previous psychiatric diagnosis · Pertinent substance use, family psychiatric/substance use,
  • 6. social, and medical history · Allergies · ROS · Read rating descriptions to see the grading standards! In the Objective section, provide: · Physical exam documentation of systems pertinent to the chief complaint, HPI, and history · Diagnostic results, including any labs, imaging, or other assessments needed to develop the differential diagnoses. · Read rating descriptions to see the grading standards! In the Assessment section, provide: · Results of the mental status examination, presented in paragraph form. · At least three differentials with supporting evidence. List them from top priority to least priority. Compare the DSM-5-TR diagnostic criteria for each differential diagnosis and explain what DSM-5-TR criteria rules out the differential diagnosis to find an accurate diagnosis. Explain the critical-thinking process that led you to the primary diagnosis you selected. Include pertinent positives and pertinent negatives for the specific patient case. · Read rating descriptions to see the grading standards! Reflect on this case. Include: Discuss what you learned and what you might do differently. Also include in your reflection a discussion related to legal/ethical considerations ( demonstrate critical thinking beyond confidentiality and
  • 7. consent for treatment!), social determinates of health, health promotion and disease prevention taking into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.). (The comprehensive evaluation is typically the initial new patient evaluation. You will practice writing this type of note in this course. You will be ruling out other mental illnesses so often you will write up what symptoms are present and what symptoms are not present from illnesses to demonstrate you have indeed assessed for all illnesses which could be impacting your patient. For example, anxiety symptoms, depressive symptoms, bipolar symptoms, psychosis symptoms, substance use, etc.) EXEMPLAR BEGINS HERE CC (chief complaint): A brief statement identifying why the patient is here. This statement is verbatim of the patient’s own words about why presenting for assessment. For a patient with dementia or other cognitive deficits, this statement can be obtained from a family member. HPI: Begin this section with patient’s initials, age, race, gender, purpose of evaluation, current medication and referral reason. For example: N.M. is a 34-year-old Asian male presents for psychiatric evaluation for anxiety. He is currently prescribed sertraline which he finds ineffective. His PCP referred him for evaluation and treatment. Or P.H., a 16-year-old Hispanic female, presents for psychiatric evaluation for concentration difficulty. She is not currently prescribed psychotropic medications. She is referred by her
  • 8. therapist for medication evaluation and treatment. Then, this section continues with the symptom analysis for your note. Thorough documentation in this section is essential for patient care, coding, and billing analysis. Paint a picture of what is wrong with the patient. First what is bringing the patient to your evaluation. Then, include a PSYCHIATRIC REVIEW OF SYMPTOMS. The symptoms onset, duration, frequency, severity, and impact. Your description here will guide your differential diagnoses. You are seeking symptoms that may align with many DSM-5-TR diagnoses, narrowing to what aligns with diagnostic criteria for mental health and substance use disorders. Past Psychiatric History: This section documents the patient’s past treatments. Use the mnemonic Go Cha MP. General Statement: Typically, this is a statement of the patients first treatment experience. For example: The patient entered treatment at the age of 10 with counseling for depression during her parents’ divorce. OR The patient entered treatment for detox at age 26 after abusing alcohol since age 13. Caregivers are listed if applicable. Hospitalizations: How many hospitalizations? When and where was last hospitalization? How many detox? How many residential treatments? When and where was last detox/residential treatment? Any history of suicidal or homicidal behaviors? Any history of self-harm behaviors? Medication trials: What are the previous psychotropic medications the patient has tried and what was their reaction? Effective, Not Effective, Adverse Reaction? Some examples: Haloperidol (dystonic reaction), risperidone (hyperprolactinemia), olanzapine (effective, insurance wouldn’t
  • 9. pay for it) Psychotherapy or Previous Psychiatric Diagnosis: This section can be completed one of two ways depending on what you want to capture to support the evaluation. First, does the patient know what type? Did they find psychotherapy helpful or not? Why? Second, what are the previous diagnosis for the client noted from previous treatments and other providers. Thirdly, you could document both. Substance Use History: This section contains any history or current use of caffeine, nicotine, illicit substance (including marijuana), and alcohol. Include the daily amount of use and last known use. Include type of use such as inhales, snorts, IV, etc. Include any histories of withdrawal complications from tremors, Delirium Tremens, or seizures. Family Psychiatric/Substance Use History: This section contains any family history of psychiatric illness, substance use illnesses, and family suicides. You may choose to use a genogram to depict this information. Be sure to include a reader’s key to your genogram or write up in narrative form. Social History: This section may be lengthy if completing an evaluation for psychotherapy or shorter if completing an evaluation for psychopharmacology. However, at a minimum, please include: Where patient was born, who raised the patient Number of brothers/sisters (what order is the patient within siblings) Who the patient currently lives with in a home? Are they single, married, divorced, widowed? How many children? Educational Level Hobbies:
  • 10. Work History: currently working/profession, disabled, unemployed, retired? Legal history: past hx, any current issues? Trauma history: Any childhood or adult history of trauma? Violence Hx: Concern or issues about safety (personal, home, community, sexual (current & historical) Medical History: This section contains any illnesses, surgeries, include any hx of seizures, head injuries. Current Medications: Include dosage, frequency, length of time used, and reason for use. Also include OTC or homeopathic products. Allergies: Include medication, food, and environmental allergies separately. Provide a description of what the allergy is (e.g., angioedema, anaphylaxis). This will help determine a true reaction vs. intolerance. Reproductive Hx: Menstrual history (date of LMP), Pregnant (yes or no), Nursing/lactating (yes or no), contraceptive use (method used), types of intercourse: oral, anal, vaginal, other, any sexual concerns ROS: Cover all body systems that may help you include or rule out a differential diagnosis. Please note: THIS IS DIFFERENT from a physical examination! You should list each system as follows: General:Head: EENT: etc. You should list these in bullet format and
  • 11. document the systems in order from head to toe. Example of Complete ROS: GENERAL: No weight loss, fever, chills, weakness, or fatigue. HEENT: Eyes: No visual loss, blurred vision, double vision, or yellow sclerae. Ears, Nose, Throat: No hearing loss, sneezing, congestion, runny nose, or sore throat. SKIN: No rash or itching. CARDIOVASCULAR: No chest pain, chest pressure, or chest discomfort. No palpitations or edema. RESPIRATORY: No shortness of breath, cough, or sputum. GASTROINTESTINAL: No anorexia, nausea, vomiting, or diarrhea. No abdominal pain or blood. GENITOURINARY: Burning on urination, urgency, hesitancy, odor, odd color NEUROLOGICAL: No headache, dizziness, syncope, paralysis, ataxia, numbness, or tingling in the extremities. No change in bowel or bladder control. MUSCULOSKELETAL: No muscle, back pain, joint pain, or stiffness. HEMATOLOGIC: No anemia, bleeding, or bruising. LYMPHATICS: No enlarged nodes. No history of splenectomy. ENDOCRINOLOGIC: No reports of sweating, cold, or heat intolerance. No polyuria or polydipsia. Physical exam (If applicable and if you have opportunity to perform—document if exam is completed by PCP): From head to toe, include what you see, hear, and feel when doing your physical exam. You only need to examine the systems that are pertinent to the CC, HPI, and History. Do not use “WNL” or “normal.” You must describe what you see. Always document in head-to-toe format i.e., General: Head: EENT: etc. Diagnostic results: Include any labs, X-rays, or other diagnostics that are needed to develop the differential diagnoses
  • 12. (support with evidenced and guidelines). Assessment Mental Status Examination: For the purposes of your courses, this section must be presented in paragraph form and not use of a checklist! This section you will describe the patient’s appearance, attitude, behavior, mood and affect, speech, thought processes, thought content, perceptions (hallucinations, pseudohallucinations, illusions, etc.)., cognition, insight, judgment, and SI/HI. See an example below. You will modify to include the specifics for your patient on the above elements— DO NOT just copy the example. You may use a preceptor’s way of organizing the information if the MSE is in paragraph form. He is an 8-year-old African American male who looks his stated age. He is cooperative with examiner. He is neatly groomed and clean, dressed appropriately. There is no evidence of any abnormal motor activity. His speech is clear, coherent, normal in volume and tone. His thought process is goal directed and logical. There is no evidence of looseness of association or flight of ideas. His mood is euthymic, and his affect appropriate to his mood. He was smiling at times in an appropriate manner. He denies any auditory or visual hallucinations. There is no evidence of any delusional thinking. He denies any current suicidal or homicidal ideation. Cognitively, he is alert and oriented. His recent and remote memory is intact. His concentration is good. His insight is good. Differential Diagnoses: You must have at least three differentials with supporting evidence. Explain what rules each differential in or out and justify your primary diagnostic impression selection. You will use supporting evidence from the literature to support your rationale. Include pertinent positives and pertinent negatives for the specific patient case.
  • 13. Also included in this section is the reflection. Reflect on this case and discuss whether or not you agree with your preceptor’s assessment and diagnostic impression of the patient and why or why not. What did you learn from this case? What would you do differently? Also include in your reflection a discussion related to legal/ethical considerations ( demonstrating critical thinking beyond confidentiality and consent for treatment!), social determinates of health, health promotion and disease prevention taking into consideration patient factors (such as age, ethnic group, etc.), PMH, and other risk factors (e.g., socioeconomic, cultural background, etc.). References (move to begin on next page) You are required to include at least three evidence-based, peer- reviewed journal articles or evidenced-based guidelines which relate to this case to support your diagnostics and differentials diagnoses. Be sure to use correct APA 7th edition formatting. © 2021 Walden University Page 1 of 3 NRNP 6635 Week 9 Assignment Neurocognitive and Neurodevelopmental Disorders _____________________________________________________ _________________________ VIDEO #50 BEGIN TRANSCRIPT 00:00:15OFF CAMERA So, you told your supervisor you were having difficulty with concentration, and then it was your supervisor who set up this appointment, right, is it? 00:00:25HAROLD Yeah, I, I work at this large architectural engineering firm and it's all great. Except, they've accelerated
  • 14. the deadlines now and it just puts a lot of pressure on. And I, I just can't concentrate. I mean, everyone else is, doesn't have a problem with it. But, but I just, I just can't seem to be able to do the same job they're doing. 00:00:50OFF CAMERA Okay, tell me about your problem with concentration. 00:00:55HAROLD Well, um, you know it's just... Perfect example is, is they wanted me to design um, air ducts. 00:01:05OFF CAMERA Right. 00:01:05HAROLD Air ducts, simple. But I designed them through solid wall, a fire wall, and a supporting wall and I didn't even realize what I was doing. 00:01:15OFF CAMERA Uh-huh. 00:01:15HAROLD You know, I mean, um, I'm making silly mistakes like that because, another time we had these windows, we already bought them, design, beautiful, they're going to be in this entire building. 00:01:30OFF CAMERA Right. 00:01:30HAROLD Every floor. Well, I drew the window opening way too small. Now, I mean, if that would have gone ahead, it would have cost millions. I just, it's, it's just silly things like that. 00:01:45OFF CAMERA Uh-huh, is this a new kind of problem for you? 00:01:45HAROLD Well, I mean, I didn't seem to have a problem when everything was relaxed, and the deadlines were normal. 00:01:50OFF CAMERA Right. 00:01:55HAROLD I could do the job. Everything was fine. But now we're on these, these ridiculously tight deadlines and, and I just, can't seem to do it. Everyone else can. It's, there's not a problem for them. And I end up like I'm not pulling my weight. 00:02:10OFF CAMERA Uh-huh. 00:02:10HAROLD And they think that and it's true, I'm not. 00:02:10OFF CAMERA Now did you have these, uh, similar kind of problems back in school?
  • 15. 00:02:15HAROLD Well, yeah, I mean, in school everyone would go to the library to cram for big exams, so, I mean. 00:02:20OFF CAMERA Right. 00:02:20HAROLD That was a normal thing. And, yeah, I'd go but I'd end up looking out the window. Look it's snowing, oh, it's spring time. I'll go for a walk. And, and if someone is whispering in a library well, I have to go to the other side. All my friends could study anywhere. 00:02:35OFF CAMERA Uh-huh, but, what other kind of difficulties do you seem to have? 00:02:40HAROLD Well, at the job we have, these uh, lectures, you know. 00:02:45OFF CAMERA Right. 00:02:45HAROLD We'd get together, it's groups. This is the lectures by the chief of the department gets together with all the architects and engineers and he talks about the mission of the day. What we're trying to work for, our goals. 00:02:55OFF CAMERA Right. 00:03:00HAROLD Do I listen? I'm thinking, maybe, my dog needs a bath. Or what am I going to have for lunch? Or, you know, anything other than what he's saying. 00:03:05OFF CAMERA Mm-hmm. 00:03:10HAROLD And because of that, you know, it's not a good idea. 00:03:15OFF CAMERA So, so, is it difficult to sit and listen? 00:03:20HAROLD Yeah, I mean, okay, we were suppose to be designing this other, on top of this penthouse, this, kind of, a patio, party area. 00:03:30OFF CAMERA Right. 00:03:30HAROLD And the gutters around it just to make sure everything was very comfortable for everyone. Well, I got up there and I'm designing and the gutters are here, and no, wait a minute, there's Italian, tile floor. Doesn't look like it's tilted the correct way. So I started studying that and there were already two people assigned to study that. To fix that problem, not me.
  • 16. 00:03:50OFF CAMERA Mm-hmm. 00:03:55HAROLD I got in a lot of trouble for that one. 00:03:55OFF CAMERA Do you have any problems organizing? 00:04:00HAROLD At home or the office? 00:04:00OFF CAMERA Uh, either. 00:04:05HAROLD I'm a bit of a mess. I mean, and I'm messy. I will forget my shoes, my socks, my phone, my jacket, I, I can't find them. I'm not that organized. And I have a calendar. One of my coworkers, actually bought me a calendar to motivate me. 00:04:20OFF CAMERA Yeah. 00:04:25HAROLD To get more organized. So, I started writing down all the important dates and events, but then do I ever look at that calendar? No, I don't. So, it's a complete waste of time. 00:04:35OFF CAMERA What about problems paying bills? 00:04:40HAROLD Bills, I mean, yeah they get paid. After two or three times of the threatening calls or letters. And then I have to pay the penalties. 00:04:50OFF CAMERA Hmm, what about hyperactivity? 00:04:50HAROLD You know, I mean, I'm, sometimes I'm a little more uncomfortable in a chair or you know. But I don't think that's that big a deal. I mean, I used to be a lot worse. I mean, uh, there was a time when I was in school, I would get marked down for citizenship because I never raised my hand and I talked out of class and, and I just, couldn't seem to stay focused. But I'm a lot better now. 00:05:20OFF CAMERA Mm-hmm, were you ever um, treated with medications or behavioral therapies for ADHD? 00:05:25HAROLD No, no. My mother threatened that one time, but I was never evaluated. Never went, uh, I'm kind of amazed she never just dragged me into a doctor's office, but she never did. 00:05:40OFF CAMERA Do you drink any caffeinated drinks? 00:05:45HAROLD Coffee, soda, you know, once in a while. But when I was a kid, my mother said no caffeine, no sugar, cause you'll climb the walls. I was already doing it anyway and so she, I uh, once and a while I'll have a little caffeine now and it
  • 17. kind of helps me focus a little but, sugar, I stay away from that. It's just not a good idea. CASE HISTORY REPORT Training Title 50 Name: Harold Brown Gender: male Age:60 years old T- 98.8 P- 74 R 18 134/70 Ht 5’10 Wt 170lbs Background: Has bachelor’s degree in engineering. He dates casually, never married, no children. Has one younger brother. Sleeps 7 hours, appetite good. Denied legal issues; MOCA 28/30 difficulty with attention and delayed recall; ASRS-5 21/24; denied hx of drug use; enjoys one scotch drink on the weekends with a cigar. Allergies Dilaudid; history HTN blood pressure controlled with Cozaar 100mg daily, angina prescribed ASA 81mg po daily, valsartan 80mg daily. Hypertriglyceridemia prescribed fenofibrate 160mg daily, has BPH prescribed tamsulosin 0.4mg po bedtime. Symptom Media. (Producer). (2017). Training title 50 [Video]. https://video- alexanderstreetcom.ezp.waldenulibrary.org/watch/training-title- 50 VIDEO 48 NRNP 6635 WEEK 10 Neurocognitive and Neurodevelopmental Disorders Training Title 48 Name: Sarah Higgins Gender: female Age: 11 years old T- 97.4 P- 58 R 14 98/62 Ht 4’5 Wt 65lbs Background: no history of treatment, developmental milestones met on time, vaccinations up to date. Sleeps 9-10hrs/night, meals are difficult as she has hard time sitting for meals, she does get proper nutrition per PCP. she has a younger brother. lives with her parents in Washington, D.C. No hx of head trauma. Symptom Media. (Producer). (2017). Training title 48 [Video]. https://video- alexanderstreetcom.ezp.waldenulibrary.org/watch/training-title- 48 NRNP/PRAC 6635 Comprehensive Psychiatric Evaluation Template
  • 18. Week (enter week #): (Enter assignment title) Student Name College of Nursing-PMHNP, Walden University NRNP 6635: Psychopathology and Diagnostic Reasoning Faculty Name Assignment Due Date Subjective: CC (chief complaint): HPI: Past Psychiatric History: · General Statement: ·
  • 19. Caregivers (if applicable): · Hospitalizations: · Medication trials: · Psychotherapy or Previous Psychiatric Diagnosis: Substance Current Use and History: Family Psychiatric/Substance Use History: Psychosocial History: Medical History: · Current Medications: · Allergies: · Reproductive Hx: ROS: · GENERAL: · HEENT: · SKIN: · CARDIOVASCULAR: · RESPIRATORY: · GASTROINTESTINAL: · GENITOURINARY: · NEUROLOGICAL:
  • 20. · MUSCULOSKELETAL: · HEMATOLOGIC: · LYMPHATICS: · ENDOCRINOLOGIC: Objective: Physical exam: if applicable Diagnostic results: Assessment: Mental Status Examination: Differential Diagnoses: Reflections: References © 2021 Walden University Page 1 of 3