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1. Training Curricula and Expectations

Posted
Updated
ByErin Carlin

Training Week 1

Day 1 – Monday
  1. HR Orientation Review (9:00-10:00)
    • Introductions
    • Expectations
    • Policy & Procedure Review
  2. Setting up accounts and orientation video (10:00-12:00)
    • Register for Envolve and Ringcentral
    • Introduction to Long-Term Care Video (60 min)
  3. Training Introductions (12:00-1:00)
    • New SC and LTS Introductions
    • Review of Training schedule and resources
    • Review of Long-Term Care
  4. Function Portal Training (1:30-4:00)
    • Dashboard, Client Information, and Sessions
    • Session Types
      • How to review and add sessions
      • How progress notes should be written
      • Compliance time frames to add and submit
  5. End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
Day 2 – Tuesday
  1. Morning Team Meeting (9:00-9:30)
  2. Review of Function Portal Training (9:30-11:00)
    • List of common sessions
    • How to complete common sessions
      • Incoming and Outbound call
      • Unsuccessful Outreach
  3. Envolve Training (11:15-1:00)
    • Overview, Authorizations, Assessments, Document Upload, and Notes
  4. MCA and DSNP Review (1:30-2:00)
  5. PA Health & Wellness Overview of Comprehensive Needs Assessments (2:00-2:45)
    • Visit types, required documents, and process
    • Compliance Expectations
  6. Incident Management and Reporting (3:00-4:00)
    • Incident Reporting
      • How to report a critical incident
      • What needs to be reported as a critical incident
      • What is not considered a critical incident
      • Overview of internal Part A and B forms
    • Risk Mitigation and Root Cause Analysis
      • Process
      • How to report
  7. End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
Day 3 – Wednesday
  1. Morning Team Meeting (9:00-9:30)
  2. InterRAI Training Part 1 (9:30-12:00)
    • NCQA Crosswalk Overview
    • In-depth look at each section
  3. InterRAI Training Part 2 (12:15-2:00)
    • Section G and SPG Tool
  4. InterRAI download and Quiz (2:30-4:00)
    • Show how to attach to portal
      • Download and attach InterRAI
    • InterRAI Quiz
  5. Eligibility and Billing (4:00-4:30)
    • Promise Overview
    • How to proceed with Inactive participants
    • Billable vs. Non-billable
  6. End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
Day 4 – Thursday
  1. Morning Team Meeting (9:00-9:30)
  2. Docusign (9:30-10:30)
    • Overview of Docusign process
    • Finding old documents
  3. PCSP Training Part 1 (10:45-12:30)
    • NCQA Crosswalk Overview
    • Full sentences, correct grammar, and overview
  4. Shadow Visit (1:00-3:00)
    • Listen and take notes
  5. PCSP Training Part 2 (3:15-4:00)
    • Service Plan Review
      • Increase/Decrease Procedure
      • Transportation services
    • Introduction to Needs, Outcomes, and Goals
      • Overnight practice assignment
  6. End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
Day 5 – Friday
  1. Morning Team Meeting (9:00-9:30)
  2. Review of Needs, Outcomes, and Goals (9:30-11:00)
  3. Review of SRT/LTSS (11:15-12:00)
  4. 1768 Form Training (12:15-1:00)
    • When it is needed
    • How to fill it out
    • How to submit
      • Overview of Ringcentral
  5. Home Mod/DME/SME Overview (1:30-2:15)
    • What are Home mods, DMEs, and SMEs
  6. End of Training Discussion (2:30-3:45)
    • Review of topics
    • Expectations moving forward
    • Review of PHW Handbook
  7. End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
    • Week 1 Performance Review meetings

*SC must have a caseload of at least 30 participants assigned by Friday afternoon

Training Week 2

  1. Daily Morning (9:00-9:30) and End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
  1. Monday:
    • Review of FP Dashboard, Client Scheduler spreadsheets*, make plan for the day (9:30-10:30)
      • Review caseload for previously scheduled visits
      • Review open tasks
      • Decide which participant need calls first (Monthly contacts, Tasks, visits scheduling, etc.)
    • Monthly Contact Training (10:45-11:30)
      • Review of Monthly Contact FP session
      • How to prepare for calls
    • Shadow 1-2 Monthly calls by LTS (11:30-1:00)
    • LTS shadows 1-2 calls by SC (1:30-3:00)
    • SC continues at least 2 successful calls independently
  1. Tuesday:
    • Review/make plan for the day (9:30-10:00)
    • Complete required calls/tasks (10:00-11:30)
      • Ideally at least 3 Monthly Contacts
    • Review of DSNP (11:30-12:30)
    • Shadow Visit (1:00-5:00)
      • Watch video, while completing and uploading InterRAI, HRA/DSNP, and FP Sessions 
    • If time permits, SC to complete more Monthly contacts/successful calls 
  1. Wednesday 
    • Individually review of shadow visit and completed documents (9:30-1:00)
    • SC to complete 3-5 successful calls
      • Monthly contacts/outbound calls/visit scheduled
  1. Thursday 
    • Review/make plan for the day (9:30-9:45)
    • Complete required calls/tasks (9:45-12:00)
      • Ideally at least 3 Monthly Contacts
    • Shadow Visit (12:00-5:00)
      • Complete Docusign, PCSP, and SRT.
        • Attach the InterRAI, and DSNP from Shadow visit #2
        • Attach Docusign certificate to FP session from shadow visit #2
    • If time permits, SC to complete monthly contacts/successful calls 
  1. Friday 
    • Review of shadow visit and completed documents (9:30-12:00) 
    • Incident Report Training (12:00-1:00)
    • SC to complete 3-5 Successful calls (Monthly Contact/Outbound calls/tasks)
    • Week 2 Performance Review Meetings (4:00-5:00)
      • Discuss expectations for Week 3 and on

 Post Training Expectations

Week 3
  1. Daily Morning (9:00) and End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
  2. 2 Annual or Change Event visits for the week
    • Schedule visits (Annual) at least 2 weeks before the due date in case of cancellation to remain in compliance
    • All visits complete or at UTL before due date
    • Complete pop up visit within 1 week after final UTL
  3. 15 successful monthly calls for the week 
  4. All visits must be documented within 24 hours 
  5. All tasks must be follow-up with on time
Week 4-6 
  1. Daily Morning (9:00) and End of Day Team Meeting (4:00, 4:15, 4:30, 4:45) 
  2. 3 Annual or Change Event visits a week 
    • Schedule visits (Annual) at least 2 weeks before the due date in case of cancellation to remain in compliance
    • All visits complete or at UTL before due date
    • Complete pop up visit within 1 week after final UTL 
  3. 20 successful monthly calls a week 
  4. All visits must be documented within 24 hours
  5. All tasks must be followed-up with on time
Week 7 and on 
  1. Daily Morning (9:00) and End of Day Team Meeting (4:00, 4:15, 4:30, 4:45)
  2. 4 Annual or Change Event visits a week 
    • Schedule visits (Annual) at least 2 weeks before the due date in case of cancellation to remain in compliance
    • All visits complete or at UTL before due date
    • Complete pop up visit within 1 week after final UTL
  3. 25 successful monthly calls a week 
  4. All visits must be documented within 24 hours 
  5. All tasks must be follow-up with on time
Next 2. Amcord Contacts
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