1. Training Curricula and Expectations
Training Week 1
Day 1 – Monday
- HR Orientation Review (9:00-10:00)
- Introductions
- Expectations
- Policy & Procedure Review
- Setting up accounts and orientation video (10:00-12:00)
- Register for Envolve and Ringcentral
- Introduction to Long-Term Care Video (60 min)
- Training Introductions (12:00-1:00)
- Trainee and LTS Introductions
- Review of Training schedule and resources
- Review of Long-Term Care
- Function Portal Training (1:30-4:30)
- Dashboard, Client Information, and Sessions
- Session Types
- How progress notes should be written
- Compliance time frames
- Review of common sessions used
- End of Day Team Meeting (4:30)
Day 2 – Tuesday
- Morning Team Meeting (9:00-9:30)
- Review of Function Portal Training (9:30-10:30)
- Envolve Training (10:45-1:00)
- Overview, Authorizations, Assessments, Document Upload, and Notes
- MCA and HRA-DSNP
- PA Health & Wellness Overview of Comprehensive Needs Assessments (1:30-2:45)
- Visit types, process, and required documents
- Compliance Expectations
- Incident Management and Reporting (3:00-4:15)
- Incident Reporting
- What is considered/reported as a critical incident
- Incident Reporting process
- How to report a critical incident
- Overview of internal Part A and Part B forms
- Risk Mitigation
- Process
- How to report
- Incident Reporting
- End of Day Team Meeting (4:30)
Day 3 – Wednesday
- Morning Team Meeting (9:00-9:30)
- InterRAI Training Part 1 (9:30-12:00)
- NCQA Crosswalk Overview
- In-depth look at each section
- InterRAI Training Part 2 (12:15-2:30)
- Section G Training
- Overview of SPG Tool
- InterRAI quiz and Upload Practice (2:30-4:00)
- Eligibility and Billing (4:00-4:30)
- Promise Overview
- How to proceed with Inactive participants
- Billable vs. Non-billable
- End of Day Team Meeting (4:30)
Day 4 – Thursday
- Morning Team Meeting (9:00-9:30)
- Docusign Overview (9:30-10:30)
- Overview of Docusign process and compliance dates
- Overview of PAHW packet
- PCSP Training Part 1 (10:45-12:30)
- NCQA Crosswalk Overview
- Full sentences, correct grammar, and overview
- Shadow Visit (1:00-3:00)
- Listen and take notes
- PCSP Training Part 2 (3:15-4:30)
- Service Plan Review
- Increase/Decrease Procedure
- Needs, Outcomes, and Goals
- Practice creating Needs, Outcomes, and Goals for services
- Reviewing and building off of previous goals
- Service Plan Review
- End of Day Team Meeting (4:30)
Day 5 – Friday
- Morning Team Meeting (9:00-9:30)
- Discussion/Review of visit shadowed (9:30-10:30)
- PAHW Handbook Review (11:30-12:30)
- 1768 Form Training (12:30-1:15)
- Home Mod/DME/SME Overview (1:30-2:15)
- End of Training Discussion (2:30-3:45)
- Review of topics
- Expectations moving forward
- Strategies and experiences as a coordinator
- Week 1 Training Performance Reviews (3:45-4:30)
- End of Day Team Meeting (4:30)
*SC must have a caseload of at least 30 participants assigned by Friday afternoon
Training Week 2
- Daily Morning (9:30) and End of Day Team Meeting (4:30)
- Monday
- Shadow 1-2 Monthly calls by Lead Training Specialist (9:30-12:00)
- Independently conduct 1-2 Successful calls (Monthly Contact/Outbound calls/Visit Scheduled session) monitored by Lead Training Specialist (12:00-3:00)
- About 30 minutes for each coordinator
- Continue conducting at least 2 successful calls independently (3:00-4:30)
- Tuesday
- Shadow visit, complete and upload InterRAI, HRA/DSNP, and MCA
- If time permits, SC to complete monthly contacts/successful calls
- Wednesday
- Review visit and completed documents with Lead Training Specialist (9:30-11:00)
- Incident Report Training (11:00-12:00)
- SC to complete 3-5 Successful calls (Monthly Contact/Outbound calls/Visit Scheduled session) (12:00-4:30)
- Thursday
- Shadow visit, complete and upload Docusign and PCSP
- If time permits, SC to complete monthly contacts/successful calls
- Friday
- Review visit/completed documents with Lead Training Specialist (9:30-11:00)
- Function Portal visit session training (11:00-12:00)
- Envolve Document Upload Training (12:00-12:30)
- Review of Week 2 Training Checklist and Performance Review (1:00-3:00)
- About 30 min per coordinator
- SC to complete 3-5 Successful calls (Monthly Contact/Outbound calls/Visit Scheduled session) (1:00-4:30)
Post Training Expectations
Week 3
- Daily Morning (9:30) and End of Day Team Meeting (4:30)
- 2 independent visits for the week
- 2 Quarterly Low Risks for the week
- 15 successful monthly calls for the week
- All independent visit paperwork to be in compliance
Week 4
- Daily Morning (9:30) and End of Day Team Meeting (4:30)
- 3 independent visits a week
- 3 Quarterly Low Risks a week
- 20 successful monthly calls a week
- All independent visit paperwork to be in compliance
*1 regular visit=2 QV Low Risks
Week 5 and on
- Daily Morning (9:30) and End of Day Team Meeting (4:30)
- 5 independent visits a week
- 5 Quarterly Low Risks a week
- 25 successful monthly calls a week
- All independent visit paperwork to be in compliance
*1 regular visit=3 QV Low Risks