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Event Schedule
Attendance at all live session dates and times is required as well as all on-demand recorded content in order to complete the course.
Agenda for Live Sessions
*A 15-minute break will be included during each morning and afternoon session.
April 4, 2024
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| 8:30 a.m. - 12 p.m. |
Assisted Living Administrative Rules, Trends and Updates (Linda Kellen, Department of Inspections, Appeals, and Licensing)
Knowing the regulations and understanding the monitoring process will assist in maintaining a focus on quality tenant services. A review of what to expect during this process and the documentation needed to be successful will be held. |
| 12:30 – 2 p.m. |
Philosophy of Assisted Living (Kellie Van Ree, LeadingAge Iowa)
This session will discuss the philosophy and background of assisted living. The principles of assisted living will be reviewed along with a comparison of assisted living to other residential programs. The basic concepts of choice, independence, privacy, individuality, and dignity will be discussed.
Survey Trends (Kellie Van Ree, LeadingAge Iowa)
This session will review the most commonly cited insufficiencies of assisted living programs. Best practices for successful surveys will also be discussed.
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| 2:15 – 4:30 p.m. |
Medication Management (Julie Johnson, Healthcare of Iowa)
During this presentation, we will cover medication management in assisted living. We will also cover high risk medications, why they are high risk medications, and what you need to be aware of when tenants are receiving high risk medications.
Nurse Delegation and its Use in Assisted Living (Julie Johnson, Healthcare of Iowa)
Nurse delegation and its use in assisted living will be reviewed. The role of the assisted living nurse and direct care worker will be presented and how delegation can be used effectively.
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April 25, 2024
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| 8:30 – 10 a.m. |
Fire Safety/Life Safety (Mark Sand and Bryan Shupe, Department of Inspections, Appeals, and Licensing)
This session will provide the assisted living manager an overview of fire safety precautions and inspections. A discussion of the assisted living emergency plan will be held including recognition of hazards, fire drills, alarm systems, and evacuation plans, including those with special physical and mental disabilities. |
| 10:15 - 11:45 a.m. |
Census Development (Stacy Hejda, Healthcare of Iowa)
With the increase in competition, increasing and maintaining a high census is essential to a program’s success. This session will explore census development opportunities to showcase your community.
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| 12:15 - 3:30 p.m. |
Preparing & Responding to Survey (Stacy Hejda, Healthcare of Iowa)
This session will cover best practices for instituting pro-active strategies to meet and exceed state standards to assure continuous compliance and high standards of care. It will also provide a first-hand account of Iowa’s assisted living facility survey process and detailed information on the rules of enforcement and appeal rights.
QI/Incident Reporting (Stacy Hejda, Healthcare of Iowa)
This session will review investigative processes that an assisted living program should put in place with potential dependent adult abuse situations. Topics covered will include how to identify possible issues and how to conduct an appropriate investigation.
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| 3:30 - 4:30 p.m. |
Exam |
On-Demand Recorded Content
All on-demand recorded content will be accessible upon receipt of registration and must for completed by April 25.
Role of the Assisted Living Manager (Denise Wiederin, Friendship Haven)
The role of the assisted living manager is vital to the success of the assisted living program. This role and the delivery of quality service to tenants will be reviewed. 50 minutes
Assessment Process/Level of Care/Service Plans (Kristi Eley, Cedar Place Assisted Living, Bethany Life Home Services)
Understanding the assessment process as it relates to the assisted living program and how it has been challenging for assisted living facilities. This process, along with level of care and service plans, will be reviewed. Examples of service plans and admission applications will be included in this session. 45 minutes
Clinical Management (Kellie Van Ree, LeadingAge Iowa)
This session will focus on medication management, including self-administration, medication error prevention, medication monitoring, and storage. Infection control and coordination of care for the tenant will be reviewed. 60 minutes
Criteria For Residency and Discharge (Denise Wiederin, Friendship Haven)
This session will focus on and provide an overview of the admission and discharge criteria. Case scenarios for admission and discharge criteria will be provided. Tenant contract and rights will be reviewed as well as the financial management of tenant funds and working with tenant families. 98 minutes
Nurse Delegation (Kathy Weinberg, Iowa Board of Nursing)
Nurse delegations as identified by Iowa Board of Nursing and the Nursing Practice will be reviewed. 25 minutes
Funding Sources in Assisted Living (Stacy Hejda, Healthcare of Iowa)
A review of a variety of state and federal funding sources to pay for room, board, and services within affordable assisted living is covered. Guidance on structuring contracts and service plans will be included to allow access to government-funded programs. 95 minutes
Hospice and Assisted Living (Cyndi Rohret-Schmidt, Iowa Healthcare Collaborative)
This session will cover a multitude of topics including hospice, advance directives, living wills, pain management, comfort and dignity, and family support. 65 minutes
Dementia, Mental Health & Behavior Management (Sue Schmitt, The Meth-Wick Community)
An overview of dementia care in the assisted living program will be provided as well as the importance of effective
communication and behavioral intervention. Behavioral management strategies will be provided. Making activities meaningful and the importance of staff and family interactions will also be addressed. 85 minutes
Aging Process
The aging process has an impact on the assisted living community. A review of the physical, psychosocial, and basic needs of the elderly and disabled along with activities of daily living (ADLs) will be provided. 20 minutes
OSHA and Health Care Providers (Ken Arp, IOSHA Consultation and Education)
This session will review OSHA standards for assisted living programs and what has been cited within the state. An update of any new issues surrounding OSHA will be provided. 65 minutes
Human Resources (John Griffin)
Human resources for the assisted living manager will be the focus of this session. Hiring and training staff and developing personnel policies and procedures will be reviewed. 80 minutes
Marketing (Amber Jedlicka, The Meth-Wick Community)
This session will provide the role the assisted living manager plays in the marketing plan. Tenant turnover, marketing plans, and affordability will be included in this session. 55 minutes
Nutrition and Dining in AL (Julie Halfpop, Martin Bros. Distributing)
Nutrition services in the assisted living program covers many different areas including menu and meal planning. This session will review preparing menus, food storage, cleaning techniques, and much more. 65 minutes
Safe Food Handling (Julie Halfpop, Martin Bros. Distributing)
Food Safety is critical in the assisted living environment. Regulations will be covered in this session. A discussion of food safety violations trends will be reviewed. 45 minutes
Financial Management (Steve Givens, Ryun Givens & Co., PL)
This session will include the basics of general accounting for assisted living managers. A review of the revenue cycle and financial statements will also be covered. 40 minutes
Fair Housing Issues Impacting Assisted Living Facilities (Scott Moore, Baird Holm LLP)
This session will cover fair housing issues that impact assisted living facilities. Topics to be presented include the basic framework of fair housing laws and how they apply to assisted living facilities, hot issues that are of concern to AL programs, and monitoring and being involved in the enforcement action of federal governments, state governments, and fair housing groups across the country. The Fair Housing Act, Section 504 of the Rehab Act of 1973, Americans with Disabilities Act and reasonable accommodation will be covered. 60 minutes
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