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PRECEPTORS QUARTERLY REPORT FOR

By Frank Morgan,2014-07-19 19:13
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PRECEPTORS QUARTERLY REPORT FOR

    PRECEPTORS QUARTERLY REPORT FOR

     ADMINISTRATOR IN TRAINING

Name of AIT____________________________________________________________

First Quarter Report: From ____________________To_____________________

    Circle the area of work-study the AIT has completed from the following domain of practice:

    RESIDENT CARE AND OUALITY OF LIFE

    Assure that nursing services are planned, implemented, and evaluated, to maximize resident quality of life.

Department/Focal Areas: Nursing

     Rehabilitation

     Medical/Patient Records

     Activities

     Social Services/Admissions

     Dietary

Knowledge of:

    a. the aging process (psychological)

    b. the aging process (physiological)

    c. definition, concept, and basic principles of nursing

    d. basic principles of restorative nursing

    e. basic principles of rehabilitation

    f. basic principles of infection control

    g. basic principles of drug administration

    h. basic pharmacological terminology

    i. resident care needs

    j. Resident Assessment Instrument (RAI) and interdisciplinary care plan

    requirements and process

    k. professional ethics of licensed nursing personnel

    l. admissions, transfers, and discharges

    m. techniques of auditing care outcomes

Skill in:

    a. recognizing that resident needs are met

    b. auditing a care management program for each resident and

    communicating the results to appropriate individuals (e.g. quality

    assurance)

    c. auditing resident services with regard to resident care outcomes and

    communicating results to appropriate individuals (e.g. quality

    assurance)

    Assure that medical services are planned, implemented, and evaluated to meet resident medical care needs, to maximize resident quality of life.

Knowledge of:

    a. basic medical terminology

    b. the provision of basic consultant specialty medical services (e.g.

    podiatry, psychiatry, psychlogy

    c. role of physician in the family

    d. frequency of physician visits

    e. the provision of dental services

    f. provision of emergency medical services

    g. physician/resident relationship(s)

    h. quality assurance

    i. Resident Assessment Instrument (RAI) and interdisciplinary care plan

    requirements

    j. information needed from the facility by the physician

Skill in:

    a. developing and coordinating medical specialty service programs

    b. communicating state and federal regulations to medical directors and

    physicians

    c. auditing communication between physicians and staff and

    communicating results to physicians and staff, as appropriate

    d. auditing delivery of medical services and communicating results to

    appropriate individuals

    Assure that pharmaceutical program is planned, implemented and evaluated to support medical care for residents, to maximize resident quality of life.

Knowledge of:

    a. basic drug administration terminology (e.g.,b.e.d, p.r.n.)

    b. regulations for handling, administration, labeling of drugs and

    biologicals, record-keeping, and drug destruction

    c. systems of inventory controls

    d. role of pharmacist and/or consultant pharmacist

Skill in:

    a. auditing pharmaceutical program and communicating results to

     appropriate individuals

    Assure that a rehabilitation program is planned, implemented, and evaluated to maximize resident’s optimal level of functioning.

Knowledge of:

    a. basic resident rehabilitation needs

    b. roles of all rehabilitation service disciplines

    c. available rehabilitation resources (e.g., outpatient clinics)

    d. evaluation mechanisms for determining program success

    e. Resident Assessment Instrument (RAI) and interdisciplinary care plan

    requirements related to rehabilitation

    f. adaptive rehabilitation equipment

    g. audit procedures for evaluation of rehabilitation program outcomes

Skill in:

    a. auditing rehabilitation program and communicating results to

    appropriate individuals

    Assure that a medical records program for resident care is planned, implemented, and evaluated to meet documentation requirements.

Knowledge of:

    a. basic medical record-keeping systems, including automation and

    retention

    b. the role of medical records managers

    c. clinical medical record content and format

    d. Federal documentation requirements including Resident Assessment

    Instrument (RAI)

    e. safeguarding clinical information (e.g., procedures, safety

    considerations)

Skill in:

    a. auditing medical record-keeping systems and communicating results

     to appropriate individuals

    Assure that therapeutic recreational/activity programs are planned, implemented, and evaluated to meet the needs, wants, and interest of residents, to maximize resident quality of life.

Knowledge of:

    a. basic therapeutic recreational/activity needs of residents

    b. role of recreation/activity therapist

    c. types of adaptive therapeutic equipment

    d. volunteer resources

    e. available resources (e.g., community, volunteer)

    f. Resident Assessment Instrument (RAI) and interdisciplinary care plan

    requirements

    g. techniques of program evaluation for activities

Skill in:

    a. auditing resident satisfaction with therapeutic recreational and

    activity programs

    b. auditing the outcomes of therapeutic recreational and activity

    programs for residents

    c. communicating results of program audits to appropriate individuals

    Assure that social service programs are planned, implemented, and evaluated to meet resident psychological needs, to maximize resident quality of life.

Knowledge of:

    a. resident and family council formation and function

    b. resident admissions, transfers, and discharges

    c. social, emotional, psychological, spiritual, and financial needs of

    residents and their families

    d. basic principles of family consultation

    e. dynamics of interpersonal relationships

    f. role of the social worker

    g. available resources

    h. the grieving process

    i. death and dying

    j. group dynamics

    k. Resident Assessment Instrument (RAI) and interdiciplinary care plan

    requirements

    l. resident rights

    m. advanced medical directives such as living wills, do not resuscitate

    (d.n.r.), do not intubate (d.n.i.)

    n. resident legal service needs

    o. personalization of environment

Skill in:

    a. using basic counseling methods

    b. using basic crisis-intervention techniques

    c. communicating with cognitively impaired residents

    d. communicating with individuals with a wide variety of social,

    economic, ethnic, educational, and religious backgrounds

    e. establishing and maintaining relationships with families or legal

    representatives of residents

    f. auditing social service programs with regard to outcomes and

    communicating results to appropriate individuals

    Assure that food service program is planned, implemented, and evaluated to meet the nutritional needs of residents, to maximize resident quality of life.

Knowledge of:

    a. basic nutritional requirements

    b. basic principles of food preparation and presentation

    c. the effects of dining experience on residents

    d. frequency of meals

    e. types of therapeutic diets

    f. principles of dietary sanitation including dish washing technique and

    water temperature

    g. dietary audit techniques

    h. role of registered dietitian

    i. role of director of food service

    j. food service delivery

    k. food serving and storage (e.g. holding, serving, and storage

    temperatures)

    l. types of nutrition supplements

    m. types of adaptive feeding equipment

    n. Resident Assessment Instrument (RAI) and interdisciplinary care plan

    requirements

Skill in:

    a. auditing resident satisfaction with nutrition program

    b. auditing nutritional outcomes of residents

    c. auditing food service program and communicating results to

    appropriate individuals

    _____________________________________________

    Signature of Preceptor Completing Report

     _________________________________________

     Signature of Administrator-In-Training

    PRECEPTORS QUARTERLY REPORT FOR

     ADMINISTRATOR IN TRAINING

    Name of AIT____________________________________________________________

    Second Quarter Report: From ____________________To____________________

    Circle the area of work-study the AIT has completed from the following domain of practice:

    HUMAN RESOURCES

    Facilitate the process of communication between management and all staff.

     Personnel Department/Focal Area

Skill in:

    a. effective and clear written and verbal communication to

    personnel

    b. conducting group meetings (e.g. departmental staff meetings)

    c. using basic negotiating techniques

    Monitor the recruitment, evaluation, and retention of individuals to provide resident care and services.

Knowledge of:

    a. grievance procedures

    b. employee interview procedures

    c. facility staffing needs

    d. staff position qualifications

    e. job descriptions

    f. cultural diversity training

    g. basic confidentiality policies

    h. recruiting procedures

    i. employment history and verification procedures

    j. basic staff development procedures

    k. audit procedures to evaluate the effectiveness of training

    l. procedures to analyze absenteeism and turnover

    m. staff disciplinary procedures

    n. staff recognition and appreciation techniques

    o. performance-based employee evaluation procedures

    p. how to develop wage scales

    Skill in:

    a. conducting employment and exit interviews

    b. using interview techniques

    c. using performance-based measurement techniques

    d. using basic employee counseling techniques

    e. using personnel recruiting techniques

    f. using team-building techniques

    g. negotiating wages, salaries, and benefits

    h. matching qualifications of candidates to job requirements

    i. auditing procedures to recruit, train, evaluate, and retain

    individuals to provide resident care and services, and

    communicating results to appropriate individuals

    Assure that personnel policies are planned, implemented, and

    evaluated to comply with governmental entities, laws, and

    regulations.

    Knowledge of:

    a. labor laws

    b. civil rights laws

    c. Federal rules and regulations including family medical leave act,

    military leave, etc.

    d. NLRB rules and regulations

    e. Federal and case law requirements for personnel files

    f. work rules (e.g., smoking policies, breaks, no tipping)

    g. employee benefits policies

    h. performance-based evaluation procedures

    i. staff grievance procedures

    j. unemployment compensation rules and procedures

    k. safety procedures

    l. basic management-union contracts

    Skill in:

    a. developing clear and concise policies and procedures

    b. establishing facility’s wages and benefits in light of industry

    standards

    c. predicting overall effect of personnel policies on the organization

    d. auditing personnel policies and communication to appropriate

    individuals

    Assure that employee health and safety programs are planned and implemented.

Knowledge of:

    a. basic safety training programs

    b. Federal rules and regulations governing employee health and

    safety, including:

    c. employee benefits insurance programs

    d. workers’ compensation rules and procedures

    e. injury prevention procedures

    f. incentives and discipline regarding safety rules and procedures

    g. relationship between employee health status and job

    performance

Skill In:

    a. implementing procedures for reporting injuries and follow-up

     auditing employee health and safety programs and b.

    communicating results to appropriate individuals

    _____________________________________________

    Signature of Preceptor Completing Report

     _________________________________________

     Signature of Administrator-In-Training

    PRECEPTORS QUARTERLY REPORT FOR

     ADMINISTRATOR IN TRAINING

    Name of AIT____________________________________________________________

Third Quarter Report: From ____________________To_____________________

    Circle the area of work-study the AIT has completed from the following domains of practice:

    FINANCE

    Manage or develop a budget for facility to allocate fiscal resources.

Department/Focal Area: Business Office

Knowledge of:

    a. programs and services offered by the facility

    b. budgeting methods and financial planning

    c. basic accounting and bookkeeping methods

    d. financial statements

    e. reimbursement mechanisms (e.g., Medicare, Medicaid, managed

    care) and revenue sources

    f. hours, wages, compensation, and fringe benefits

    g. industry trends (e.g., internal, external)

    h. facility’s capital needs

    i. continuum of post-acute care services

    j. regulatory requirements for budgeting

    k. need for reserve/profit

Skill in:

    a. preparing an integrated budget

    b. interpreting financial regulations as they apply to

    reimbursement

    c. interpreting financial statements

    d. negotiating managed care contracts

    e. cost-based analysis for managed care patients

    f. evaluating budget requests

    Develop systems to monitor financial performance.

    Knowledge of:

    a. internal controls

    b. inventory controls

    c. purchasing procedures and controls

    d. staffing hours in relation to resident acuity level

    e. financial resources

    f. the existence of all local, state and federal codes, rules, and

    regulations affecting nursing home reimbursement (e.g., anti-

    kickback laws, demand billing)

    g. financial ratios

    h. financial analysis methods

    i. fixed versus variable costs

    Skill in:

    a. evaluating inventory controls

    b. auditing financial performance of facility and communicating

    results to appropriate individuals

    Manage or develop a financial audit and reporting system.

    Knowledge of:

    a. cash flow projections, needs and trends

    b. financial reports

    c. payroll procedures and documentation

    d. regulatory accounting requirements

    e. collections procedures

    f. billing procedures

    g. resident banking procedures and account management

    h. ancillary and other revenue-producing sources

    i. account aging

    j. accounts payable control system

    k. CPA audit reports

    Skill in:

    a. using audit reports

    b. evaluating the financial reporting system

    c. analyzing variance between budget and actual financial

    performance

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