RoP Phase I Templates for LeadingAge Members

January 4, 2017 LeadingAge DC Executive Director

LeadingAge is working with Pathway Health, a firm based in Minnesota that has done work with our members and state partners in Minnesota and Wisconsin, to help members in all states navigate the Requirements of Participation (RoP) for Phase I of the new CMS final rule.

The first stage of this effort will include the development of policy and procedure templates for 17 areas of the rule, including:

  • Abuse, Neglect, Exploitation, and Misappropriation of Property
  • Admissions
  • Visitation Rights
  • Grievance Policy/Grievance Officer Appointment
  • Advance Directives
  • Room Change
  • Notification of Clinician
  • Bed Hold and Return
  • Transfer Process
  • Discharge Summary
  • PASARR
  • CPR
  • Bed Rail Assessment
  • Checklist/Process to Ensure Monitoring Variances in Resident’s Mood and Behavior
  • Drug Regimen Policy
  • Use and Storage of Food/Beverages Brought by Family and Others
  • Bed Inspection Policy

For each area, we will prepare and publish for member use:

  • A RoP Item Overview including the changes from the former rule to final rule as well as highlights for leadership awareness.
  • A Policy and Procedure Checklist indicating elements and/or language that needs to be included in the new policy.
  • A generic Sample Policy and Procedure.
  • A training template with speakers’ notes for operational implementation.

We will post these individual policy and procedure templates as they are completed, beginning in early January. More information to follow.

It is our intent that this will enable member organizations to implement the new rules as easily as possible.

For more information or if you have questions, please contact Cheryl Phillips at cphillips@leadingage.org.