Welcome to Standards and how they apply to each of us 2018 Manual Faculty introductions Participants- How many certification candidates? How many Center Reps? CE? Housekeeping Details Bathroom location Cell phones silent or vibrate As the name change from 2011 reflects, PATH Intl has moved from its founding focus of Therapeutic Riding with other Equine Assisted Activities and Therapies as extra specialties, to the focus on therapeutic horsemanship in general. The 2012 Standards Manual reflected that change and opened opportunities for future growth. This course is based upon the 2018 manual. Standards and how they apply to each of us 2018 Manual

Who is US? Instructor ESMHL Therapists Administrative Board Members Volunteers

Instructor Responsibilities To be knowledgeable To be safe To be effective make decisions educate others become more effective in providing a high level of service.

Code of Ethics https://www.pathintl.org/resources-education/certifications/code-of-ethics Instructors sign annually a Code of Ethics, which includes professional competency, integrity, honesty, confidentiality, objectivity, sound judgment, public safety and

PATH Intl Standards Important to the ongoing work and daily activities of instructors. Provide guidance to instructors to strive toward best practices. Protect Safety and Integrity of Clients and Program Take the time to know your standards!

Standards are the model of best practices. They are: The basis for program and executive protocols and plans A consideration for instructors/ PATH certified professionals in all aspects of Equine Assisted Activities and Therapies (EAAT) Used to organize center activities The place to start when developing new specialty program Written in a way to be adaptable worldwide For most standards there are multiple ways to meet the standard.

The PATH Intl. Standards for Certification and Accreditation Manual Is updated annually Most current manual is 2018 The Standards are reassessed continually through feedback from centers. Sections throughout the manual are updated due to changes in the industry, new medical protocols from Medical Associations, or to exemplify best practices.

Understanding Standards…. Divided into three sections: Core Standards Basics Activity Standards How Service Standards Who and Goals

Core Standards Administration and Business – Designated by A Plans, policies and procedures, executive and managerial decisions Human resources, training, forms Program policies and emergency protocols Facility – Designated by F Grounds/buildings, equipment storage and maintenance Activity area standards Equine Welfare and Management – Designated by EQM Equine: selection, care, management, training and usage Equipment: safety, care, fit and assignment The Core Standards- These are the standards that all facilities should meet Administration and Business – Designated by A (used in the standard number- example: A7) Facility Standards- Designated by F Equine Welfare and Management- Designated by EQM Standards effecting horse care, management, training and usage

*F10- Private processing area for EFP Mandatory Core Standards: *A14- Signed, dated, written waiver or release of liability available on-site *A32- Implemented written policy that ASTM-SEI helmet worn while mounted or driving or vaulting *F10- Private processing area for EFP *F18- Available working telephone or similar communication device in a designated location *F22-Implemented procedure to ensure tack safe and in good repair. Page 18 of standards manual

Mandatory Core Standards (continued): *F26- implemented written procedure that ensures the driving vehicle is regularly maintained. *EQM4- equine training and conditioning program for interactive vaulting 1.2.3.4.5. *EQM6-1. implement written policy to limit the workload of each equine 2. written record of # of hours and type of session

Activity Standards Mounted - MA Driving Standards - DA Interactive Vaulting Standards - VA Ground - GA Activity Standards-The activities we offer (Sport/recreation/competitive) Include our previous Specialty standards and areas regarding- Safety of participant Activity equipment (safety/selection) Equine training Mounted- MA   Driving Standards- DA Interactive Vaulting Standards- VA Ground- GA

*MA6- All participants wear ASTM-SEI helmet during a mounted activity. Mandatory Activity Standards: *MA1- Written evidence mounted activity conducted by currently certified PATH intl Certified Riding Instructor. *MA3- Implemented written stirrup policy *MA6- All participants wear ASTM-SEI helmet during a mounted activity.

*DA2 – During driving session, means of attaching rope to equine Mandatory Activity Standards: *DA1- Written evidence driving sessions conducted by currently certified PATH intl Certified Driving Instructor. *DA2 – During driving session, means of attaching rope to equine *DA4 – Equine put to vehicle before entering *DA5 – Safety procedure 1. entering and exiting vehicle 2.specific needs addressed 3.presence of PATH Intl Certified Driving Instructor

Mandatory Activity Standards: *DA6- ABWhip in vehicle and holds reins when enter and exit. 2nd set of reins during session *DA8 – only one wheelchair, wheelchair secured and attendants who can secure wheelchair *DA9 – power wheelchair battery off, appropriate vehicle and equine, adequate entrance and exit

*DA12- one trained able bodied person in vehicle Mandatory Activity Standards: *DA11 – ABW is at least 18, at least 50 hours of experience, trained in use of 2nd set of reins *DA12- one trained able bodied person in vehicle *DA17- ASTM-SEI helmet worn while participating in driving activity.

*VA3 – additional person present during activity Mandatory Activity Standards: *VA1- Written evidence vaulting sessions conducted by currently certified PATH intl Certified Vaulting Instructor. *VA3 – additional person present during activity *VA5 – written policy for max use of equine in vaulting *VA6 – ASTM-SEI helmet worn or written documentation meeting guidelines for non-use

Mandatory Activity Standards: *GA1- Written evidence ground activities conducted by currently certified PATH intl recognized certification in the specific equine activity being held.

Service Standards Equestrian Skills - ESK Medical Mental Health - MMH The goal/outcome of a session is for the participant to gain equestrian skills. (Therapeutic riding/Interactive Vaulting/Driving) Participant intakes, progress notes, goals No mandatory standards Medical Mental Health - MMH The goal/outcome for the participant is achieved by a licensed/credentialed health care professional. Hippotherapy and Equine Facilitated Psychotherapy Medical/mental health intakes and notes Licensure and supervision Hippotherapy and EFP specific orientation and training Service Standards: (Goals of the activities) Credentialing and certifications Professional responsibility Paperwork requirements   Equestrian Skills- ESK Includes standards about: Therapeutic riding/ Interactive Vaulting/ Driving participant intakes, progress notes, goals Medical Mental Health- MMH Hippo and Equine Facilitated Psychotherapy to include medical/mental health intakes and notes

*MMH2- written evident of professional liability insurance. Mandatory Service Standards: *MMH1- Written MMH professional is credentialed and providing service in scope of jurisdiction. *MMH2- written evident of professional liability insurance. *MMH4- written evidence of PATH Registered Therapist or HPCS *MMH5 – written evidence of training by therapist in principals of HPOT *MMH6 – written policy PTA and COTA are supervised

*MMH7- 1.During EFP, ES present. 2.Mounted-TRI and ES present Mandatory Service Standards: *MMH7- 1.During EFP, ES present. 2.Mounted-TRI and ES present *MMH8 Health professional is PATH intl credential or supervised by such. *MMH11- HPOT equine handler trained *MMH18- written evidence personnel and volunteers are assessed for ability 2. consistently involved 3.oriented in EFC 4.oriented to needs of clients. 5. post-session processing. *MMH19 – written documentation for T-HPOT equine workload. 1.2.3.4.

Why Mandatory Standards? Mandatory standards are deemed to be significant in the assurance of safety precautions, certifications and liabilities. As instructors these should be especially important to you!

To simplify…. Every center must comply with the Core Standards. The Core Standards serve as the foundation for all PATH Intl programs. The Core Standards- These are the standards that all facilities should meet Administration and Business – Designated by A (used in the standard number- example: A7) Facility Standards- Designated by F Equine Welfare and Management- Designated by EQM Standards effecting horse care, management, training and usage

And then…… Each program will have an Activity Standards section and a Service Standards section. Essentially: What and Who What is the activity and who is doing it All of the standards areas, Core, Activity, and Services, can be considered building blocks for your center. Every center must comply with the Core Standards. The Core Standards serve as the foundation for all PATH programs. The nature of your center will determine what other standards sections apply. Activities offered and the goals of the activities or services determine the standards area. Each center will analyze their programs and determine their activity and service sections.

Activity Standards cover how we deliver the equine activities Is it on the horse, driving the horse, vaulting or ground work? Service Standards cover the goals of the activities/therapies and who provides the activities/therapies Is the goal an equestrian skill taught by a PATH-certified instructor? Then ESK Is the goal medically based? Hippotherapy? or EFP? Then MMH All of the standards areas, Core, Activity, and Services, can be considered building blocks for your center. Every center must comply with the Core Standards. The Core Standards serve as the foundation for all PATH programs. The nature of your center will determine what other standards sections apply. Activities offered and the goals of the activities or services determine the standards area. Each center will analyze their programs and determine their activity and service sections.

What standard areas apply to your center programs and activities? For Example: If the center does____ then they must meet ____: Driving: Core, Driving, ESK Vaulting: Core, Interactive Vaulting, ESK PATH Intl has changed our approach to a more proactive, growth accommodating structure.   Other scenarios: Unmounted EFL program with an Equine Specialist and certified Teacher: Core, Ground, ESK  Mounted and unmounted EFL program with ES and TRI: Core, Ground, ESK, Mounted (Ground included if ES ever supervises unmounted lessons without TRI On-site) Hippotherapy that also offers groundwork: Core, Ground, Mounted, MMH

What standard areas apply to your center programs and activities? For Example: If the center does____ then they must meet ____: Therapeutic Riding: Core, Mounted, Ground and ESK Hippotherapy: Core, Mounted, Medical Mental Health and maybe Ground EFP: Core, Ground, Medical Mental Health and maybe Mounted PATH Intl has changed our approach to a more proactive, growth accommodating structure.   Other scenarios: Unmounted EFL program with an Equine Specialist and certified Teacher: Core, Ground, ESK  Mounted and unmounted EFL program with ES and TRI: Core, Ground, ESK, Mounted (Ground included if ES ever supervises unmounted lessons without TRI On-site) Hippotherapy that also offers groundwork: Core, Ground, Mounted, MMH

Field Test Standards Field Test Standards A standard or a group of standards that are placed before the general membership for evaluation and review prior to becoming a standard. . The next section of the manual is Section G- Field Test Standards How they are developed Field testing- general membership has say in approval Any member, community person, or professional may submit proposal to the PATH Intl Office Programs and Oversight Committee approves researching feasibility of standard. Standards task force develops a standard for field testing Accreditation Sub committee tracks field testing. If more than a 30% fail then proposal is sent back. Programs and Standards Committee refers for approval at annual meeting after a year of field testing with positive feedback Annual meeting feedback at conference and comments sent in to PATH Office by membership Stress that the general membership, from PATH member volunteer to Executive Directors, have a voice in how our organization functions.

Sample Forms Change notification for PATH Intl PAC Change notification for Center member Participant application and health history Volunteer/Staff Information Form and Health History Job description worksheet Confidentiality Policy worksheet Occurrence Report Horse Profile And MORE!!!!!

Sample Service Forms Medical record maintenance compliance form EFP consent for release of confidential information EFP referral form Mental health data form And MORE!!!!!

Glossary When you have questions about a standard, start by looking up definitions for clarification. Many times the answers are in this section. Sample terms: PATH Intl. Certified Professional: An individual who maintains a certification obtained through PATH Intl. Licensed/Credentialed health professional: A licensed health professional Implemented: to carry out, accomplish, to ensure actual fulfillment by concrete measures. Very important but oft overlooked chapter. When you have questions about a standard, start by looking up definitions for clarification. Many times the answers are in this section.   Teaching points: Stress checking definitions of words from standard. For example in standard # MMH5 The instructor must assist during the hippotherapy session if the therapist is not a certified instructor. Assist according to the glossary means –in view of the activity. Terms and Path definitions that will be helpful to know:

Guidelines Helmets Alternative helmet guidelines Guidelines for non-use of helmets in interactive vaulting Equine First Aid Kit guidelines Equine Facilitated Psychotherapy guidelines Backriding guidelines Americans with Disabilities Act (ADA) Considerations Adaptive Tack guidelines PATH Intl Equine-Assisted Learning Guidelines The Guidelines, section K includes information about:

Precautions and Contraindications What is a Precaution? A condition that requires further investigation and possible continued investigation at regular intervals. If the movement will cause a decrease in the participants’ movement, an increase in pain or will generally aggravate the medical condition, it may not be the activity of choice. What is a Contraindication? A contraindication means the activity is inappropriate for the medical condition. If the activity is detrimental to the participant or to the equine, equine activities may be contraindicated. ANIMATION ON SLIDE The goal of PATH Intl. centers is to provide safe and productive equine- assisted activities for all participants and to “do no harm”. “Will the benefit of the equine activity outweigh the risk?”  q. What is a precaution? If the movement will cause a decrease in the participants’ function, an increase in pain or generally aggravate the medical condition, it may not be the activity of choice. q. What is a Contraindication? If the activity is detrimental to the participant or to the equine, equine activities may be contraindicated.  A therapeutic riding applicant may be contraindicated for riding but perfect for a different type of Equine Assisted Activity.  Precautions and Contraindications were originally geared towards therapeutic riding or mounted activities. All EAAT have a certain level of movement required but some EAAT may be more appropriate for an applicant than TR.  Updated annually- instructors need to keep up with changes in the medical field. Many centers rely on their directors to assess clients for precautions and contraindications but the instructor needs to protect themselves and the client as well. Know your precautions and contraindications!

Precautions and Contraindications Precautions are a YIELD sign Slow Down and get more information

Precautions and Contraindications Contraindications are a STOP sign-DO NOT PROCEED!

Precautions and Contraindications Are precautions or contraindications always obvious? Can they change? The goal of PATH Intl. centers and instructors should be to provide safe and productive equine- assisted activities for all participants and to “do no harm”. ANIMATION ON SLIDE The goal of PATH Intl. centers is to provide safe and productive equine- assisted activities for all participants and to “do no harm”. “Will the benefit of the equine activity outweigh the risk?”  q. What is a precaution? If the movement will cause a decrease in the participants’ function, an increase in pain or generally aggravate the medical condition, it may not be the activity of choice. q. What is a Contraindication? If the activity is detrimental to the participant or to the equine, equine activities may be contraindicated.  A therapeutic riding applicant may be contraindicated for riding but perfect for a different type of Equine Assisted Activity.  Precautions and Contraindications were originally geared towards therapeutic riding or mounted activities. All EAAT have a certain level of movement required but some EAAT may be more appropriate for an applicant than TR.  Updated annually- instructors need to keep up with changes in the medical field. Many centers rely on their directors to assess clients for precautions and contraindications but the instructor needs to protect themselves and the client as well. Know your precautions and contraindications!

The Buck Stops With You! Whether your center is a member center, a new center, an established center, a premiere-accredited center or a one man show. As instructors, it is our responsibility to know and understand the PATH International Standards and to be able to say “NO” when we need to!!

SOME specific responsibilities of PATH International Credentialed Individuals

Make sure you have reviewed the information gathered by your facility before you begin teaching an individual Check fit of equipment for equine and participant Complete equipment safety checks at beginning of each lesson or activity Know what the hazards are at your facility Where is the First Aid Kit for Humans Where is the Equine first aid kit When do I need to complete an occurrence form How do I complete an occurrence form What do I do before and after I complete an occurrence form

Did I ensure equipment is safe and in good repair Is the tack room and equipment organized and accessible Is the equine care and stable maintenance supplies stored in designated location Is the arena gate closed securely during program activities Is the arena clear of hazards Is my equine sound and ready for lesson Do I have enough volunteers to safely complete activity

The Buck Stops With You! Whether your center is a member center, a new center, an established center, a premiere-accredited center or a one man show. As instructors, it is our responsibility to know and understand the PATH International Standards and to be able to say “NO” when we need to!!