1. SME HHA Work Group Meeting Department of Health and Human Services Centers for Medicare and Medicaid Services October 2011 Preceptor Manual Revision Long Term Care & Non-Long Term Care

2. Agenda  Welcome/Role Call/Housekeeping items  Review of Hospital Curriculum Map  Review of information gathered during Job Task Analysis  Purpose and Audience  High-level synopsis of current PM  Analysis Process  Homework assignment  Questions/Answers/Ideas SME Monthly Work Group Meeting (WGM), October 2011 Cherie Muller

3. New Curriculum Overview SME Monthly Work Group Meeting (WGM), October 2011

4. Information Received From Job Task Analysis SME Monthly Work Group Meeting (WGM), October 2011 SourceComment All Expressed the need for training checklists to ensure new surveyors complete training requirements FL, WI, CAStated they used the Preceptor Manual to train preceptors, mentors and educators and to develop additional State training SourceComment All Expressed the need for training checklists to ensure new surveyors complete training requirements FL, WI, CAStated they used the Preceptor Manual to train preceptors, mentors and educators and to develop additional State training

5. Purpose and Audience SME Monthly Work Group Meeting (WGM), October 2011  Preceptors  Surveyors-in-training  New Surveyors  Surveyors learning new specialties Preceptor Manual purpose is to provide easy access to checklists, training aids, toolkits, and resource material. Audience

6. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 1 Preceptor Training Section 2 General Survey Training Section 3 Long Term Care Training Appendix

7. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 2 General Survey Training  Orientation to the Workplace  Abbreviations, Acronyms & Terms  Tables of Organization  Office Policies  Licensure, Certification, and Surveys  Review of the SOM  The Survey Process  Surveyor Dress & Approach  Surveyor Conduct & Etiquette  Teamwork- Working Together as a Team  Investigative skills  Complaint Investigation  Role of the Regulator  The Hearing Process  Principles of Documentation  The Person-centered Approach to Surveying  The Aging Process  Individuals with Developmental Disabilities Lessons

8. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011  Cultural Diversity  Infection Control  Infection Control in the Acute Care Environment  Information Analysis for Deficiency Determination: Team Consensus Building  Exit Conference  Completion of Form CMS-2567  Acceptable Plans of Correction  Transition to Independent Surveyor  Appendix Q, Immediate Jeopardy Lessons (cont.) Section 2 General Survey Training

9. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 3 Long Term Care Training  Introduction to the Outcome-oriented Survey Process  Offsite Survey Preparation  Entrance Conference & Onsite Preparatory Activities  Initial Tour  Sample Selection  Evaluating the Environment  Resident Review Lessons

10. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 3 Long Term Care Training  Kitchen  Nutrition  Introduction to the Resident Assessment Instrument  Quality of Life  Resident Rights  Psychopharmacological Medications & Pharmacological Services Survey Process  Dialysis in Long Term Care Lessons (cont.)

11. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 3 Long Term Care Training  Hospice Review as Part of the Long Term Care Survey Process  Quality Assessment and Assurance Review  Abuse Prohibition Review  Nursing Services Survey Process  Infection Control Survey Component for Long Term Care  Information Analysis for the Survey Process  Investigative skills Lessons (cont.)

12. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 3 Long Term Care Training  Extended and Partial Extended Survey  Exit Conference  Enforcement  Test Taking Skills  Evaluation of Skills Lessons (cont.)

13. Analysis SME Monthly Work Group Meeting (WGM), October 2011  Gather related material.  Analyze current PM.  Analyze needs to support new curriculum, new surveyors, and preceptors.  Identify content for new PM.

14. Homework SME Monthly Work Group Meeting (WGM), October 2011  Identify resources within your state that are working well for your surveyors-in-training or preceptors.  Determine if you would like to and can share them.  Bring a list and brief explanation of each item to next month’s meeting.

15. Wrap Up SME Monthly Work Group Meeting (WGM), October 2011 Questions & Answers