CRC Provider Staff Training PowerPoint Presentation

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Staff Training Manual

Serving Beaufort, Bertie, Hertford,

Martin and Pitt County

Welcome

Staff Training for CRC

…an innovative network that will help you better connect with and serve consumers

January 2012

CRC Mission & Vision

 Mission: To be a consumer-centered network providing easy access to aging and disability information and services in

Beaufort, Bertie, Hertford, Martin and Pitt

County.

 Vision: Service access without confusion for all consumers.

LTC System Challenges

Purpose and Background of Aging and Disability Community Resource

Connections

Fragmented

Institutional bias

Lacks focus on consumer

Confusing

Increase in population = $$$$$

CRC Reform Strategy

Purpose and Background of Community Resource Connections

Aging and Disability Community Resource Connections… every community in the nation highly visible and trusted people of all incomes and ages information on the full range of long term support options point of entry for streamlined access to services

Maturity, Growth, and Expansion of CRCs

Federal CRC initiative began in 2003 with three core functions

– Awareness, Assistance, and Access

Set of core expectations has grown over time

Information, referral, and awareness

Options counseling, advice, and assistance

Streamlined eligibility determinations for public programs

Intervene in critical pathways to institutionalization

Person-centered transitions

Quality assurance and continuous improvement

AoA and CMS view CRCs as the platform to :

Catalyze broader systems change

Promote participant-direction

Build stronger partnerships across siloed LTSS system

Intervene during care transitions from hospitals and other acute care settings

Assist with institutional transitions

Implement new initiatives (e.g., Veteran Directed Home and Community Based Services)

6

Defining Characteristics of CRCs

 Seamless system from consumer perspective

 High level of visibility and trust

 Proactive intervention into LTC pathways

 Integration of aging and disability service systems

 Formal partnerships across aging, disability and Medicaid

 All income levels served

More a process than an entity

How CRCs Operate

Options

Counseling

Home and Community

Based Services

One-Stop

Access

Private

Services

Peer

Counseling

Nursing Homes/

Institutions

Employment

Services

Public

Programs

Health

Promotion

Key Partners

8

•Area Agencies on Aging

• Centers for Independent Living

• Public & private aging and disability service providers

• State Health Insurance Assistance Program (SHIIP)

• Long term supports and service providers

(e.g., home health agencies, nursing facilities)

• Critical pathway providers

(e.g., hospital discharge planners, physicians)

• Adult Protective Services

• Medicaid

Effective CRC Partnerships

 Regular communication

 Written agreements

 Written referral protocols

 Co-location of staff

 Regular cross-training of staff

 Compatible IT systems

 I&R resources are shared

 Collaboration on client services

 Client data are shared

 Joint marketing and outreach activities

Every Community? ADRC Coverage

June

25-50% of state population

2011

100% of state population

75-99% of state population 1-25% of state population

50-75% of state population 0% of state population

Alaska

ME

WA

VT

WI

MT ND

Northern

Mariana Islands OR

MN

ID

SD

NY

NH

MA

CT

RI

CA

NV

WY

CO

NM

NE

KS

OK

IA

MO

AR

IL

MS

MI

PA

IN

KY

TN

OH

WV

VA

NC

SC

AL

GA

DE

MD

DC

Guam

AZ

LA

FL

Hawaii

TX

Puerto Rico

Overview of CRCs: Operational Components

• Information & Awareness

• Options Counseling

• Streamlined Access

• Person-Centered Hospital Discharge

Planning (Care Transitions)

• Quality Assurance & Evaluation

Open one door, make every connection

Overview of CRCs: Operational Components

Options Counseling

CRCs Provide Decision Support

Options Counseling

. . . an interactive decision-support process whereby consumers, family members and/or significant others are supported in their deliberations to determine appropriate long-term support choices in the context of the consumer’s needs, preferences, values, and individual circumstances

Overview of CRCs: Operational Components

Options Counseling

Options counseling provides consumers with the tools and knowledge they need to choose the best path for themselves.

Overview of CRCs : Operational Components

Streamlined Access

-- from the consumer’s perspective

Go somewhere else

“no wrong door” or “one stop shop” access to services and supports

Call another organization or agency seamless referral to other agencies; consumers do not need to make another phone call

Repeat same information over and over information systems designed so that information collected at the initial point of contact populates multiple forms

Worry about getting “lost in the system.” follow-up after referrals are made

nComponents

Person-Centered Hospital Discharge Planning (Care Transitions)

Create linkages that ensure people have the information

-- to make informed decisions

-- to understand their support options as they pass through critical health and LTC transition points

-- hospital discharge

-- nursing or rehab facility admission or discharge

al Components

Quality Assurance and Evaluation

• Measure: consumer outcomes system efficiencies costs

• Use results: improve services identify and meet needs strengthen programs

Quality Assurance and Evaluation

Consumers have consistently reported high levels of satisfaction with CRCs

• Services

• Responsiveness

• Staff knowledge

• Information

• Capacity to make informed decisions

“I never knew that this could be so easy and pleasant.

I was expecting something far more bureaucratic and difficult.”

The CRC Is NOT…

 a separate physical location,

 a change to existing service eligibility criteria, or

 a change or replacement of services.

How does the CRC work?

 Referral Process

 Person-Centered Follow-up

 Evaluation/Customer Satisfaction

Now What?

Is this contact a CRC consumer?

 Age 60 or above

 Age 18 or over and disabled

If the answer is no, stop intake form and mark as a contact

60+ or Disabled

Am I an agency that provides any CRC services?

 Do I provide information and assistance?

 Do I provide options counseling?

 Do I conduct assessments?

 Do I provide follow-up?

If Your Answer Is “Yes”

 Determine customer needs and desires

 Develop a person-centered plan of action

 Explain the CRC and discuss confidentiality

 Complete the Intake/Referral Tool

 Contact the customer to determine if needs were met

 Determine next steps

If Some Answers Were “No”

 Handle the immediate request

 Explain the CRC, discuss confidentiality, and get permission to refer

 Complete the Intake/Referral Tool

 Refer to a CRC Partner

 Follow up to ensure needs are met

If the answer is No!!!!

Referral

LET YOUR PARTNER KNOW YOU

RECEIVED THE REFERRAL

Person-Centered Follow-up

Keep the consumer (or his/her caregiver) updated on progress of requests

As deliverables occur, ensure it/they meet(s) expectations

When “complete” contact consumer to confirm that initial request satisfied and determine any additional needs

Enlist consumer’s willingness to provide satisfaction feedback to CRC

Evaluation/Customer Satisfaction

Contact consumer (or consumer’s representative)

Inquire as to adequacy of product or service delivered

Ask if she/he has any recommendations to improve the process, service, product or experience

Ask if there is any further information or assistance needed at this time

SART REPORT

Semi-Annual Reporting Tool

Network Data

=

Sustainability

Keeping Track of Data

 Refer to SART Definitions

 Plan a system to count contacts

 Plan a system to count clients/consumers

 Submit data to CRC Coordinator via email by the 15 th of each month.

We’re Still Evolving

This is a Process “in progress”

 The Network is Expanding

 Increased Understanding of Partner

Capabilities =

A Stronger Network =

Enhanced Consumer Service Quality =

Cost-Effective Resource Allocation

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