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Relocation Assistance and Discharge Planning

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Title: Relocation Assistance and Discharge Planning


1
Relocation Assistance and Discharge Planning
  • State Of Wisconsin Board on Aging and Long Term
    Care
  • Tom LaDuke
  • Relocation Ombudsman Specialist
  • Rachel Selking
  • Regional Ombudsman

2
Ombudsman
  • An Ombudsman protects and promotes the rights of
    long term care consumers and works with
    residents, their families and facilities to
    achieve quality care and quality of life.
  • An Ombudsman typically assists in resolving
    concerns and complaints, but can consult with
    facilities
  • You can reach an Ombudsman by contacting
  • Wisconsin Board on Aging and Long Term Care
  • 1402 Pankratz Street- Suite 111
  • Madison WI 53704
  • 1-800-815-0015
  • boaltc_at_wisconsin.gov
  • http//longtermcare.state.wi.us

3
Social Worker Best Practice Guidelines
  • STANDARD 4. Program Functions
  • Interpretation
  • Specific social work functions may include, but
    are not limited to the following
  • -Advocacy of appropriate care and treatment of
    residents through the development and
    implementation of policies, and the education of
    residents, staff and family regarding residents
    rights, as well as consultation with the
    long-term care ombudsperson
  • -NASW standards for social work services in
    long-term care facilities page 14.

4
(No Transcript)
5
Role of the Regional Ombudsman
  • A regional ombudsman has unfettered access to any
    residential care facility and can investigate
    complaints in long term care facilities to
    suggest solutions to resolve problems.
  • The ombudsman can provide consultation to
    facilities and can speak to community groups
    about long term care issues.
  • The ombudsman can help establish and work with
    resident and family councils.
  • While not inspectors or regulators, the Ombudsman
    works with state and federal enforcement agencies
    to improve the residents quality of life at the
    facility.

6
Role of the Relocation Ombudsman Specialist
  • The relocation ombudsman specialists role is
    not unlike that of the regional ombudsman except
    that rather than being regularly assigned to a
    number of homes in a particular county, he works
    anywhere in the state where groups of residents
    are being moved either because the facility is
    being closed or its being rebuilt or remodeled.

7
Implications for Having to Move
  • Q Why would someone ever leave a
  • nursing home?
  • A Either because he or she wanted to or
  • because he or she had to (or because of
  • voluntary or involuntary discharge.)
  • Relocation can be stressful in either case!

8
Person Centered Discharge Planning
  • A move can be exciting and exactly what a
    resident wants
  • But because moving can be stressful, if not
    harmful, a home must take steps to minimize any
    possible negative impact
  • The best way of accomplishing that is through
    careful planning and thorough preparation thats
    centered on the residents wants and needs

9
Federal RegulationsORIENTATION and PREPARATION
  • 483.12 (a)(7) Orientation for transfer or
    discharge. A facility must provide sufficient
    preparation and orientation to residents to
    ensure safe and orderly transfer or discharge
    from the facility.
  • F204 Interpretive Guidelines 483.12(a)(7)
    Sufficient preparation means the facility
    informs the resident where he or she is going and
    takes steps under its control to assure safe
    transportation. The facility should actively
    involve, to the extent possible, the resident and
    the residents family in selecting the new
    residence. Some examples of orientation may
    include trial visits, if possible, by the
    resident to a new location working with family
    to ask their assistance in assuring the resident
    that valued possessions are not left behind or
    lost orienting staff in the receiving facility
    to residents daily patterns and reviewing with
    staff routines for handling transfers and
    discharges in a manner that minimizes unnecessary
    and avoidable anxiety or depression and
    recognizes characteristic resident reactions
    identified by the resident assessment and care
    plan.

10
Social WorkerBest Practice guidelines
  • Ethical Standards
  • 1.15 Interruption of Services
  • Social workers should make reasonable efforts to
    ensure continuity in services in the event that
    services are interrupted by factors such as
    unavailability, relocation, illness disability or
    death.
  • -Code of Ethics of the National Association of
    Social Workers

11
State Regulation
  • DHS 132.68(5) SERVICES.
  • Social services staff shall provide the
    following
  • (c) Discharge planning. Assistance to other
    facility staff and the resident in discharge
    planning at the time of admission and prior to
    removal under this chapter

12
Social Worker Best Practice Guidelines
  • STANDARD 4. Program Functions
  • Interpretation
  • Specific social work functions may include, but
    are not limited to, the following
  • -Facilitating residents safe integration into
    the community through interdisciplinary discharge
    planning and follow up services.
  • -NASW standards for social work services in
    long-term care facilities page 15.

13
Relocation Stress
  • Relocation Stress is also called transfer trauma
    and defined as the combination of medical and
    psychological reactions to abrupt physical
    transfer that may increase the risk of grave
    illness or death.
  • This stress can take on clinical features like
    signs of depression, anger and/or anxiety about
    the move and could result in sleep disturbance or
    change in eating patterns weight loss or gain.
    Frequent falls can occur in a new and unfamiliar
    environment.
  • The best way to mitigate relocation stress is to
    prevent it by providing the resident with
    information, facilitating choice and involving
    him or her in thoroughly planning the move.
  • Its understandably more stressful to be made to
    leave than to choose to move

14
Measures to Minimize Relocation Stress
  • Promptly inform the resident of the need to move
    and present an optimistic attitude by pointing
    out any positive aspects of the relocation
  • Thoroughly assess the residents needs and
    preferences and discuss all available options for
    relocating
  • Offer written information about options and
    provide tours. Provide an escort and follow up to
    see whether or not the resident liked the
    proposed new setting
  • Allow the resident time to think on the matter
    and provide opportunities to ask questions or
    state concerns
  • Listen to what the resident is saying and respond
    honestly. Resolve concerns promptly
  • Honor preferences, allowing the resident to
    maintain control. Be flexible as plans can change
  • Keep the resident informed throughout the
    planning process. Encourage the participation of
    friends and families
  • Be prepared, be organized. Avoid chaos, provide a
    sense of security to the resident
  • Maintain the residents daily routine throughout
    the planning process and the move to the new
    home. Make arrangements for telephone and other
    services including the notification of a change
    of address. Notify interested persons of the move
  • Safeguard personal possessions, and help pack and
    move belongings. Involve the resident and family
    to set up the new room similar to the old room
  • Help the resident become acclimated to their new
    surroundings by offering tours and assistance
    with unpacking. Consider having a welcoming
    committee, matching a staff member/volunteer with
    each individual
  • Educate everyone about Relocation Stress -all
    staff members, residents, families, volunteers,
    friends
  • Monitor for signs of Relocation Stress, never
    minimize or ignore these characteristics
  • Offer support, be empathetic, visit often, and
    respect the individuals rights

15
State and Federal RegulationsPROHIBITIONS
  • DHS 132.53(2)(a) CONDITIONS.
  • (a) Prohibition and exceptions. No resident may
    be discharged or transferred from a facility,
    except
  • 1. Upon the request or with the informed consent
    of the resident or guardian
  • 2. For nonpayment of charges, following
    reasonable opportunity to pay any deficiency
  • 3. If the resident requires care other than that
    which the facility is licensed to provide
  • 4. If the resident requires care which the
    facility does not provide and is not required to
    provide under this chapter
  • 5. For medical reasons as ordered by a physician
  • 6. In case of a medical emergency or disaster
  • 7. If the health, safety or welfare of the
    resident or other residents is endangered, as
    documented in the resident's clinical record
  • 8. If the resident does not need nursing home
    care
  • 42 CFR 483.12 (a)(2) Transfer and discharge
    requirements.
  • The facility must permit each resident to remain
    in the facility, and not transfer or discharge
    the resident from the facility unless
  • (i) The transfer or discharge is necessary for
    the resident's welfare and the resident's needs
    cannot be met in the facility
  • (ii) The transfer or discharge is appropriate
    because the resident's health has improved
    sufficiently so the resident no longer needs the
    services provided by the facility
  • (iii) The safety of individuals in the facility
    is endangered
  • (iv) The health of individuals in the facility
    would otherwise be endangered
  • (v) The resident has failed, after reasonable and
    appropriate notice, to pay for (or to have paid
    under Medicare or Medicaid) a stay at the
    facility. For a resident who becomes eligible for
    Medicaid after admission to a facility, the
    facility may charge a resident only allowable
    charges under Medicaid or
  • (vi) The facility ceases to operate.

16
Preparation and Orientation
  • 483.12 (a)(7) Orientation for transfer or
    discharge. A facility must provide sufficient
    preparation and orientation to residents to
    ensure safe and orderly transfer or discharge
    from the facility.
  • May require more than one planning session
  • Resident has a right to
  • Be informed of available options
  • Be involved in choosing alternate living
    arrangement
  • Participate in the planning
  • Facility needs to
  • Review the need for relocation
  • Discuss the effect of the move on the resident
  • Develop and implement an individualized
    relocation care plan that also addresses the
    mitigation of any possible trauma associated with
    the transfer.
  • Provide counseling regarding the transfer
  • Provide opportunities, including transportation,
    for the resident to make 1-3 visits to potential
    alternate placement options
  • Follow up with both the resident and the
    potential alternate living arrangement on the
    results of the visit

17
State RegulationsDISCHARGE ACTIVITIES
  • DHS 132.53(3)(b)
  • 3. Transfer and discharge activities shall
    include
  • a. Counseling regarding the impending transfer or
    discharge
  • b. The opportunity for the resident to make at
    least one visit to the potential alternative
    placement, if any, including a meeting with that
    facility's admissions staff, unless medically
    contraindicated or waived by the resident
  • c. Assistance in moving the resident and the
    resident's belongings and funds to the new
    facility or quarters
  • d. Provisions for needed medications and
    treatments during relocation.
  • 4. A resident who is transferred or discharged at
    the resident's request shall be advised of the
    assistance required by subd. 3. and shall be
    provided with that assistance upon request.

18
Relocation Planning First Phase
  • Holding a Conference to
  • Review the need to relocate and the residents
    assessed needs
  • Discuss available options for alternate placement
    and services
  • Determine the residents preferences
  • Developing and Implementing a plan for
  • Making Referrals other providers, ADRC, etc.
  • Facilitating touring new places
  • Exchanging of information
  • Following up
  • Monitoring for stress
  • (Seven days before this conference might be a
    good time to send a discharge planning conference
    notice)

19
State and Federal RegulationsCOUNSELING and
CONFERENCING
  • DHS 132.53(3)(b) Planning conference
  • 2. Unless the resident is receiving respite care
    or unless precluded by circumstances posing a
    danger to the health, safety, or welfare of a
    resident, prior to any involuntary transfer or
    discharge under sub. (2) (a) 2. to 10., a
    planning conference shall be held at least 14
    days before transfer or discharge with the
    resident, guardian, if any, any appropriate
    county agency, and others designated by the
    resident, including the resident's physician, to
    review the need for relocation, assess the effect
    of relocation on the resident, discuss
    alternative placements and develop a relocation
    plan which includes at least those activities
    listed in subd. 3.

20
Referrals and Linking with Other Providers when
the Resident is Publically Funded
  • ADRC referral
  • Screening for Functional and Financial
    Eligibility
  • Options Counseling
  • Enrollment Counseling
  • Referral to FC-MCO, PACE/Partnership, IRIS
  • MCO Enrollment
  • Team Assignment
  • Assessment
  • Development and Implementation of the
    Member-Centered Plan
  • Implications for collaboration with discharge
    planning.

21
Local Contact Agencies are Aging and Disability
Resource Centers (ADRCs)
  • The cap on Family Care funding and relocation
    from a nursing home
  • Operational Practice Guidelines
  • -Implementation of the Enrollment Cap for the
    Family Care., IRIS, PACE and Partnership Programs
    and Urgent/Emergency Enrollment Guidance
  • -ADRC of Wisconsin (revised 07/21/2011)

22
Family Care Cap Exceptions
  • Relocations
  • An individual interested in relocating from a
    nursing home, funded under the Medicaid Program,
    may be enrolled in one of the long term care
    programs without regard to the limitations of the
    enrollment cap under the criteria as defined in
    the 2011-13 biennial budget, section 9121 (1g)
    The Department may enroll an individual who is
    relocating from an institution into a long term
    care program without regard to the limitations of
    the enrollment cap if any of the following
    applies
  • 1. The individual has resided at the
    institutional facility for at least 90 days.
  • 2. The Department removes the individual from the
    institutional facility under section 50.03 (5m)
    (a) of the statutes.
  • 3. The institutional facility is closing or
    relocating residents under section 50.03 (14) of
    the statutes.
  • 4. The institutional facility is not licensed to
    operate in this state.
  • 5. The individual is relocated due to an
    emergency, as determined by the Department.

23
Section Q discussion
  • Section Q item Q0500B
  • Do You Want to Talk to Someone about the
    Possibility of Returning to the Community?
  • The Right of the resident to community placement

24
Social WorkerBest Practice Guidelines
  • Ethical Standards
  • 2.06 Referral for Services
  • (b) Social workers who refer clients to other
    professionals should take appropriate steps to
    facilitate an orderly transfer of responsibility.
    Social workers who refer clients to other
    professionals should disclose, with clients
    consent, all pertinent information to new service
    providers
  • -Code of Ethics of the National Association of
    Social Workers

25
Process Reviewed
  • Decision to move has been made
  • Issue a Planning Conference Notice and Convene to
  • Review need for relocation, continuing care
    needs and provider options to meet those needs.
  • Discuss preferences and developed plan that
    includes making referrals and facilitating
    exploration (maybe tours, etc.)
  • Assess any potential negative reactions to the
    need to relocate and planned to mitigate
  • Develop and Implement a Relocation Plan to
    explore options
  • Secure and Confirm Alternate Living
    Arrangements

26
SUITABLE ALTERNATE LIVING ARRANGEMENTS
  • Under most circumstances, a resident may not be
    involuntarily discharged unless an alternate
    living arrangement has accepted the resident and
    the alternate placement is arranged. A facility
    to which the resident is to be discharged must
    have accepted the resident for and in advance of
    the transfer, except in a medical emergency (or
    if the transfer is for nonpayment of charges
    after a reasonable opportunity to pay.) The
    written notice must state the location to which
    the resident is to be discharged.
  • The written notice also must state the effective
    date of discharge. The resident may not be
    involuntarily discharged unless alternate living
    arrangements have been secured and the resident
    has been provided with sufficient orientation and
    adequate preparation.

27
State RegulationsALTERNATE PLACEMENT
  • DHS 132.53(2)(b) Alternate placement.  
  • 1. Except for transfers or discharges under par.
    (a) 2. and 6., for nonpayment or in a medical
    emergency, no resident may be involuntarily
    transferred or discharged unless an alternative
    placement is arranged for the resident. The
    resident shall be given reasonable advance notice
    of any planned transfer or discharge and an
    explanation of the need for and alternatives to
    the transfer or discharge except when there is a
    medical emergency. The facility, agency, program
    or person to which the resident is transferred
    shall have accepted the resident for transfer in
    advance of the transfer, except in a medical
    emergency.

28
Discharge Notice
  • Every resident has a right and facilities are
    required to provide reasonable advanced written
    notice of any planned (involuntary) discharge.
  • This notice is to be made to the
  • resident
  • authorized decision-maker,
  • known family member (unless the resident requests
    that the family not be notified,)
  • legal counsel
  • residents physician
  • The notice must be made in writing, and in a
    language and manner thats understood by the
    resident and others.

29
DISCHARGE NOTICE TIMING
  • The written notice should be made at least thirty
    days before the resident is to be discharged
    unless the continued presence of the resident at
    the facility endangers the health, safety or
    welfare of the resident or others, or should
    immediate transfer be required by the residents
    urgent medical need or should the residents
    health improve sufficiently to allow a more
    immediate transfer. The resident may be
    discharged at his/her request or upon the
    informed consent of the residents guardian.
  • Should the resident elect to move sooner (than
    thirty days after alternate living have been
    made) then notice should be made as soon as
    practicable before the discharge.

30
State and Federal RegulationsTIMING and CONTENTS
of the NOTICE
  • DHS 132.53(3)(a) Notice.
  • The facility shall provide a resident, the
    resident's physician and, if known, an immediate
    family member or legal counsel, guardian,
    relative or other responsible person at least 30
    days notice of transfer or discharge under sub.
    (2) (a) 2. to 10., and the reasons for the
    transfer or discharge, unless the continued
    presence of the resident endangers the health,
    safety or welfare of the resident or other
    residents. The notice shall also contain the
    name, address and telephone number of the board
    on aging and long-term care. For a resident with
    developmental disability or mental illness, the
    notice shall contain the mailing address and
    telephone number of the protection and advocacy
    agency designated under s. 51.62 (2) (a), Stats.
  • 42 FR 483.12 (a)(5)
  • Timing of the notice.
  • (i) Except when specified in paragraph (a)(5)(ii)
    of this section, the notice of transfer or
    discharge required under paragraph (a)(4) of this
    section must be made by the facility at least 30
    days before the resident is transferred or
    discharged.

31
DISCHARGE NOTICECONTENTS
  • The written notice must state the reason for
    discharge , the location to which the resident is
    to be discharged and the effective date of
    discharge.
  • The written notice must inform the resident of
    the right to appeal the discharge decision and
    explain how to appeal the action as well as with
    contact information (name, address and telephone
    number) for the nearest office of the division of
    quality assurance and for either the ombudsman
    program (Board on Aging and Long Term Care) or
    protection and advocacy organization (Disability
    Rights Wisconsin.)

32
Federal Regulations NOTICE CONTENTS
  • 42 CFR 483.12 (a)(6) Contents of the notice.
  • The written notice specified in paragraph (a)(4)
    of this section must include the following
  • (i) The reason for transfer or discharge
  • (ii) The effective date of transfer or discharge
    (See below iii-vii)483.12 (a)(6) Contents of the
    notice.
  • (iii) The location to which the resident is
    transferred or discharged483.12 (a)(6) Contents
    of the notice.
  • (iv) A statement that the resident has the right
    to appeal the action to the State
  • (v) The name, address and telephone number of the
    State long term care ombudsman
  • (vi) For nursing facility residents with
    developmental disabilities, the mailing address
    and telephone number of the agency responsible
    for the protection and advocacy of
    developmentally disabled individuals established
    under Part C of the Developmental Disabilities
    Assistance and Bill of Rights Act and
  • (vii) For nursing facility residents who are
    mentally ill, the mailing address and telephone
    number of the agency responsible for the
    protection and advocacy of mentally ill
    individuals established under the Protection and
    Advocacy for Mentally Ill Individuals Act.

33
APPEAL
  • The written notice must inform the resident of
    the right to appeal the discharge decision and
    explain how to appeal the action. No resident,
    having appropriately filed a written appeal, may
    be discharged until after the division of quality
    assurance has completed its review and has
    notified both the resident and the facility of
    its decision.
  • The written notice must provide the resident with
    contact information (name, address and telephone
    number) for the nearest office of the division of
    quality assurance and for either the ombudsman
    program (Board on Aging and Long Term Care) or
    protection and advocacy organization (Disability
    Rights Wisconsin.)

34
State RegulationsAPPEAL RIGHTS
  • 132.53 (6) APPEALS ON TRANSFERS AND DISCHARGES.  
  • (a) Right to appeal.  
  • 1. A resident may appeal an involuntary transfer
    or discharge decision.
  • 2. Every facility shall post in a prominent
    place a notice that a resident has a right to
    appeal a transfer or discharge decision. The
    notice shall explain how to appeal that decision
    and shall contain the address and telephone
    number of the nearest division of quality
    assurance regional office. The notice shall also
    contain the name, address and telephone number of
    the state board on aging and long-term care or,
    if the resident is developmentally disabled or
    has a mental illness, the mailing address and
    telephone number of the protection and advocacy
    agency designated under s. 51.62 (2) (a), Stats.
  • 3. A copy of the notice of a resident's right to
    appeal a transfer or discharge decision shall be
    placed in each resident's admission folder.
  • 4. Every notice of transfer or discharge under
    sub. (3) (a) to a resident, relative, guardian or
    other responsible party shall include a notice of
    the resident's right to appeal that decision.

35
State RegulationsAPPEAL PROCEDURES
  • 132.53(6)(b) Appeal procedures.  
  • 1. If a resident wishes to appeal a transfer or
    discharge decision, the resident shall send a
    letter to the nearest regional office of the
    department's division of quality assurance within
    7 days after receiving a notice of transfer or
    discharge from the facility, with a copy to the
    facility administrator, asking for a review of
    the decision.
  • 2. The resident's written appeal shall indicate
    why the transfer or discharge should not take
    place.
  • 3. Within 5 days after receiving a copy of the
    resident's written appeal, the facility shall
    provide written justification to the department's
    division of quality assurance for the transfer or
    discharge of the resident from the facility.
  • 4. If the resident files a written appeal within
    7 days after receiving notice of transfer or of
    discharge from the facility, the resident may not
    be transferred or discharged from the facility
    until the department's division of quality
    assurance has completed its review of the
    decision and notified both the resident and the
    facility of its decision.
  • 5. The department's division of quality
    assurance shall complete its review of the
    facility's decision and notify both the resident
    and the facility in writing of its decision
    within 14 days after receiving written
    justification for the transfer or discharge of
    the resident from the facility.
  • 6. A resident or a facility may appeal the
    decision of the department's division of quality
    assurance in writing to the department of
    administration's division of hearings and appeals
    within 5 days after receipt of the decision.
  • Note The mailing address of the Division of
    Hearings and Appeals is P.O. Box 7875, Madison,
    Wisconsin 53707.
  • 7. The appeal procedures in this paragraph do
    not apply if the continued presence of the
    resident poses a danger to the health, safety or
    welfare of the resident or other residents.

36
Discharge Planning End Phase
  • After a decision has been made and both the
    resident and potential alternate placement
    facility have agreed upon the residents
    transfer, a planning session should be scheduled
    to discuss the final details of the move
    including the kinds of assistance to be provided
    in moving the resident and his/her belongings and
    funds, and provisions for medications and
    treatments.

37
State RegulationsDISCHARGE ACTIVITIES
  • DHS 132.53(3)(b) 3. Transfer and discharge
    activities shall include
  • a. Counseling regarding the impending transfer or
    discharge
  • b. The opportunity for the resident to make at
    least one visit to the potential alternative
    placement, if any, including a meeting with that
    facility's admissions staff, unless medically
    contraindicated or waived by the resident
  • _._._._._._._._._._._._._
  • c. Assistance in moving the resident and the
    resident's belongings and funds to the new
    facility or quarters
  • d. Provisions for needed medications and
    treatments during relocation.
  • 4. A resident who is transferred or discharged at
    the resident's request shall be advised of the
    assistance required by subd. 3. and shall be
    provided with that assistance upon request.

38
State and Federal RegulationsSUMMARY and PLAN of
CARE
  • 42 CFR 483.20 (l) Discharge summary. When the
    facility anticipates discharge a resident must
    have a discharge summary that includes
  • (1) A recapitulation of the resident's stay
  • (2) A final summary of the resident's status to
    include items in paragraph (b)(2) of this
    section, at the time of the discharge that is
    available for release to authorized persons and
    agencies, with the consent of the resident or
    legal representative and
  • (3) A post-discharge plan of care that is
    developed with the participation of the resident
    and his or her family, which will assist the
    resident to adjust to his or her new living
    environment.
  • DHS 132.53(3)(c)Records. Upon transfer or
    discharge of a resident, the documents required
    by s. HFS 132.45 (5) (L) and (6) (h) shall be
    prepared and provided to the facility admitting
    the resident, along with any other information
    about the resident needed by the admitting
    facility.
  • DHS 132.45(5)(L) Discharge or transfer
    information. Documents, prepared upon a
    resident's discharge or transfer from the
    facility, summarizing, when appropriate
  • 1. Current medical findings and condition
  • 2. Final diagnoses
  • 3. Rehabilitation potential
  • 4. A summary of the course of treatment
  • 5. Nursing and dietary information
  • 6. Ambulation status
  • 7. Administrative and social information and
  • 8. Needed continued care and instructions.

39
Discharge Summary and Post Discharge Plan of Care
  • Discharge instructions should include at a
    minimum
  • the individuals preferences and needs for care
    and supports personal identification and contact
    information, including Advance Directives
  • provider contact information of primary care
    physician, pharmacy, and community care agency
    including personal care services (if applicable)
    etc.
  • brief medical history current medications,
    treatments, therapies, and allergies
  • arrangements for durable medical equipment
  • arrangements for housing
  • contact information at the nursing home if a
    problem arises during discharge.

40
Discharge Summary
  • Discharge summary should include at a minimum
  • the individuals preferences and needs for care
    and supports personal identification and contact
    information, including Advance Directives
  • provider contact information of primary care
    physician, pharmacy, and community care agency
    including personal care services (if applicable)
    etc.
  • brief medical history current medications,
    treatments, therapies, and allergies

41
MDS Q0400 (Post) Discharge Plan
  • The care plan should include
  • the name and contact information of a primary
    care provider chosen by the resident, family,
    significant other, guardian or legally authorized
    representative,
  • arrangements for the durable medical equipment
    (if needed)
  • formal and informal supports that will be made
    available,
  • the persons and providers in the community who
    will meet the residents needs
  • the place the resident is going to be living.

42
Process Reviewed
  • I. Issue a Planning Conference
    Notice and Convene to
  • Review need for relocation, continuing care
    needs and provider options to meet those needs.
  • Discuss preferences and developed plan that
    includes making referrals and facilitating
    exploration (maybe tours, etc.)
  • Assess any potential negative reactions to the
    need to relocate and planned to mitigate
  • II. Develop and Implement a Relocation Plan
  • III. Secure and confirm Alternate Living
    Arrangements
  • IV. Issue Proper Discharge Notice to
  • Identify location and effective date
  • V. Convene a Final Discharge Planning
    Conference to
  • Discuss final details of move with resident,
    interested parties and even subsequent care
    and service providers

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Social WorkerBest Practice Guidelines
  • STANDARD 4. Program Functions
  • Interpretation
  • Specific social work functions may include, but
    are not limited to, the following assistance
    with
  • placement and expectations for care
  • inter- or intrafacility transfers
  • re-establishing community living
  • -NASW standards for social work services in
    long-term care facilities page 15.

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Questions

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Resources
  • Discharge Planning Guidebook
  • Nursing Home Residents Rights Booklet
  • Relocation Stress Syndrome Brochure
  • Samples of a
  • Discharge Notice
  • Discharge Planning Conference Notices
  • Helpful websites
  • http//longtermcare.state.wi.us
  • http//socialworkers.org/practices
  • http//cms.gov/CommunityServices

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CONTACT INFORMATION
  • Rachel Selking
  • Regional Ombudsman
  • (262) 248-8854
  • rachel.selking_at_wisconsin.gov
  • Tom La Duke
  • Relocation Ombudsman Specialist
  • (262) 654-4952
  • thomas.laduke_at_wisconsin.gov
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