Essential Policies and Procedures for Senior Living

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Essential Policies and Procedures for Senior Living

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Essential Policies and Procedures for Senior Living

Karen Stratoti, RN, BSN, LNHA, CALA

We know senior living facilities don’t have as many resources as skilled nursing facilities to help ensure proper documentation, effective customer service, and the monitoring tools necessary for quality assurance. That’s why we’ve created Essential Policies and Procedures for Senior Living, your one-stop shop to getting your facility on track for quality assurance success.

Increasingly, residents in senior living are aging in place and need more than just social observation. Many facilities are having difficulty adapting to this change in demographic, especially when dealing with individuals in the baby boomer generation, who enter the long-term care world with higher expectations than previous generations. The policies and procedures and quality monitoring tools available in this toolkit provide an affordable option for senior living facilities to improve the care they deliver and stay competitive with neighboring businesses. Topics include:

  • Infection control
  • Alzheimer’s and dementia
  • Disaster planning
  • Documentation
  • Residents’ rights
  • Medication management
  • ADL compliance
  • Staff education & orientation
  • And more!

Readers will also enjoy:

  • More than 100 customizable policies and procedures that address current challenges in senior living
  • Downloadable tools to help ensure ADL compliance and accurate RN assessments
  • Increase customer service with rules in place for staff training and behavior, resident safety and rights, and infection control procedures
  • Improve medication management, quality assurance, and documentation
  • Streamline the hiring process with job descriptions, written agreements, and staff orientation requirements
  • Meet OSHA and HIPAA compliance with policies & procedures for disaster planning and storing/maintaining resident records

Click here to access chapter previews.

Published: February 2019

Page count: 272
Dimensions: 8.5” x 11”
ISBN: 978-1-68308-819-6

Table of Contents

Activities Assessment
Activities Calendar
Activities Care Plans
Activities Committee
Activities Program
Designation of Activities Director

Admission Criteria for Alzheimer’s Dementia Program
Alzheimer’s Dementia Program Scope & Purpose
Alzheimer’s Dementia Staff Training
Discharge Criteria for Alzheimer’s Dementia Program
Missing Resident (Elopement)
Unmanageable Residents
Wandering Residents

Assistive Devices
Designation of Food Service Coordinator
Dietary Assessment
Dietary Department Objectives
Employee Health and Personal Hygiene
Food Allergies and Intolerances
Preventing Foodborne Illness
Provision of Meals

Disaster, Emergency, Safety Planning
Automatic External Defibrillation (AED)
Disaster Agreement
Emergency Plans and Procedures
Emergency Water Agreement
Physical Plant
Safety Committee

Care Planning
Charting Errors and Omissions
Health Assessment
Initial Assessment
Nurses’ Notes
Order of Record Assembling
Physician’s Orders
Post-Discharge Plan
Progress Notes
Refusal of Treatment
Significant Change
Weight Monitoring

Human Resources
Access to Employee Records
Attendance and Punctuality
At-Will Employment
Call-in of Personnel
Clocking In, Clocking Out
Compensation Review
Conduct and Behavior
Confidentiality of Resident Information
Disciplinary Action
Dress Code

Infection Control
Cleaning, Disinfecting, and Sterilizing Equipment
Communicable and Contagious Diseases
Employee Illness
Hand Hygiene
Hepatitis B Immunization Program
Immunizations (Influenza, Pneumococcal, Mantoux)
Infection Control Committee
Infection Control Program
Injury on the Job
Regulated Medical Waste

Job Descriptions
Activity Director/Volunteer Coordinator
Certified Medication Aide
Consultant Dietitian
Director of Nursing
Personal Care Assistant
Qualifications of Pharmacist
Universal Worker
Van-Bus Driver
Wellness Director

Medication Management
Disposal of Controlled Substances
Disposal of Medications
Disposal of Syringes and Needles
Drug Product Problem Reporting
Emergency Pharmacy Services
Expired Medications
Medication Administration Record (MAR)
Medication Administration Schedule
Medication Labeling
Medication Ordering and Receipt
Medication Storage in Resident Apartment/Room
Narcotic Control
Prescriber Medication Orders
Self Administering Medications

Orientation & Staff Education
On-the-Job Training
Resident Orientation
Staff Education Plan
Staff Orientation Program
Volunteer Orientation

Quality Improvement
Certified Medication Aide Program
Performance Correction and Counseling
Performance Improvement Plan
Personal Care Services
Quality Assurance Program
Restraints Policy
Respite Care Services

Resident Records
Abstract of Medical Records
Access to the Medical Records
Computerized Records
Contents of Medical Records
Copying of Medical Records
Medical Records Completion
Record of Death
Register Procedure
Resident Records

Resident Rights
Abuse, Neglect, Exploitation
Advance Directive Policy
DNR Policy
Grievance Committee
Health Care Services
Medical Evaluations
Resident Assessment
Resident Council
Resident Rights

ADL Data Collection Form
ADL Restorative Nursing Flow Sheet
Elopement Risk Assessment
Employee Corrective Counseling Form
Employee Orientation Checklist
Enabling Device Request
Initial Assessment for Activities and Recreation
Rasp Elopement Risk Update
Resident Council Concerns Response Form
Resident Council Meeting Minutes
Resident Orientation Checklist
RN Assessment Tool
Suggested Chart Order and Thinning Schedule
Vital Signs and Weight Flow Sheet
Volunteer Orientation Checklist

Written Agreements
Activities Consultant Retainer Agreement
Auxiliary Support Agency Disaster Agreement
Business Associate Agreement
Consultant Pharmacist Retainer Agreement
Dental Consultant Retainer Agreement
Diagnostic Agreement
Dietitian Consultant Retainer Agreement
Medical Director Retainer Agreement
Medical Records Consultant Retainer Agreement
Occupational Therapist Retainer Agreement
Physical Therapist Retainer Agreement
Sample Resident Agreement
Social Services Consultant Retainer Agreement
Speech & Audiology Retainer Agreement
Transfer Agreement

About the Author

Karen T. Stratoti, RN, BSN, LNHA, CALA, is CEO of Excellence in Caring, a consulting and management firm in New Jersey serving long-term care, assisted living, continuing care retirement, and adult medical day care communities on the east coast. She has 25 years of experience working in the healthcare industry, including as a registered nurse in New Jersey and Pennsylvania. Her focused expertise is on long-term care, assisted living/comprehensive personal care homes, and adult medical day care centers’ federal and state regulations.

Stratoti holds several national and supervisory healthcare certificates, including MDS 3.0 certification from AHCA and New Jersey Certification in Assisted Living Administration, as well as numerous professional affiliations. She authored Excellence in Caring: An Assisted Living Guide to Community Development and Hope in 2003 and has conducted numerous public presentations and in-services.