PELI PAL Card Project Training. Katy Abbott, Alex Heppner, Morgan Liddic

Transcription

1 PELI PAL Card Project Training Katy Abbott, Alex Heppner, Morgan Liddic

2 Agenda Introductions Overview PAL Card Project Review Project Checklist Q&A

3 Communicating Resident Preferences We have heard from provider communities that: They can use the PELI to find out about resident preferences, but struggle to communicate those preferences across care team members (volunteers, floating staff, etc.) Collaboratively developed with four nursing homes and the PELI- Can Research Team at Miami University Goal was to create a way to reference individual resident preferences that could travel with them throughout the organization, such as on the back of their wheelchair, or attached to a walker

4 Example PAL Card, Front

5 Example PAL Card, Back

6 Outcomes PAL Cards can be used successfully as conversation starters between staff, volunteers and residents in the facility Residents: Felt their preference cards gave staff care team members an opportunity to ask them questions and get to know them better One unanticipated finding is that residents reported that the preference cards encouraged them to talk to and get to know other residents Reported that their personalized cards brought them joy and made them feel recognized and important. Some resident reported that staff at the facility read their cards and were able to spark conversation.

7 Preliminary Findings Care team members Responded positively to the cards Quick and easy read New staff appreciated using them to get to know residents Care team members also reported learning new things about their residents and forming new connections Additionally, residents, staff and volunteers liked that their name was placed in large bold letters on their preference cards because it helped when approaching residents by giving them a way to start an introduction

8 PAL Cards in Action

9 QIP: PAL Card Project The PELI-Can team seeks to understand how acceptable, appropriate and feasible the PAL Cards are to implement Your feedback will help us understand more about the factors that make it easier or harder to use PAL Cards in the nursing home setting. Your feedback will help inform other NHs implementing this quality improvement initiative.

10 Participating Organizations will: Be able to communicate residents important preferences regarding recreation and leisure interests Successfully initiate conversations between staff and residents or residents and volunteers Assist fill-in or floating staff to be able to quickly learn about the residents they are providing care for Provide opportunities for staff and residents to develop stronger relationships Increase residents well-being knowing their voices are heard and preferences understood

11 Participating Organizations will: Receive virtual training for PAL Card implementation Have monthly conference calls to assist with trouble shooting barriers to implementation Be entered into a drawing for one of five robotic Joy for All Companion Pets - Cat or Puppy (Valued at $120) Build capacity to be able to implement PAL Cards with all residents in the community

12 What will your organization be asked to do? Create PAL Cards for one neighborhood or approximately NH residents over a period of four months. Discuss PAL Cards during staff meetings and new employee orientations to explain their purpose Document in residents care plans of participation in the project Complete brief interviews/questionnaires reflecting on the implementation process in July/August 2018.

13 End of Project Feedback In July and August, the project coordinator will be asked to complete a telephone interview and brief 12 item-questionnaire. The project coordinator will be asked to have care team members who helped with the project complete a brief 15-item questionnaire. The project coordinator will be asked to provide care team members who come in daily contact with participating residents, such as housekeeping, maintenance, and certified nurse s assistants to complete a 4-item questionnaire.

14 Timeline March = Training April/May = Interview residents, create and place PAL Cards, participate in monthly conference calls, track PAL Cards June/July/August = tracking PAL Cards, monthly calls, follow up interviews Sept = raffle drawing and sending certificates of completion

15 Resources PreferenceBasedLiving.com Tip sheet PAL interviews Blank Template Step-by-step video Example PAL Cards Access to private Facebook group for support *Will send invitation the first week in April Project Coordinator Materials Checklist Forms #1-3 Staff Meeting Sample Script

16 Website Resources

17 Website Resources

18 Website Resources

19 Website Resources

20 Questions? Let s move to the checklist do you have it in front of you??

21 The Project Coordinator Checklist We have provided a checklist to assist you in tracking your organization s progress during the PAL Card Project Takes you through each step of the project s implementation from start to finish

22 Checklist Step 1:Attend an Online training session Step 2: Sign-up for monthly consultation calls Your participation in these monthly phone calls is required. Did sign up genius work? Can we use a similar approach for setting up monthly calls?

23 Checklist Step 3: Introduce the PCP to Care Team Members At a staff meeting or team huddle, introduce care team members to a PAL Card so they become aware of what is being implemented. Review and customize sample script

24 Checklist Step 4: Select the interview 2 Interview options 33-item PELI* (recommended) 8-item MDS-Section F Both interviews are available to download on our website Download and print copies Note: all previous work has been done with 33-item PELI version

25 Checklist Step 5: Select Residents Select residents or a neighborhood of individuals who can communicate their preferences to you. Including individuals with mild to moderate cognitive impairment is ok!

26 Checklist Step 6: Identify and Train Interviewers Interviews can be done by the project coordinator, other trained care team members, or trained volunteers. If interviewers have not conducted PELI interviews, please have them review our PELI Interview Tip sheet and watch our 22 minute training video found on our website.

27 Checklist Step 7: Conduct interviews with selected residents Interviewing Tips Explain purpose of interview and show example Start with individual s background and take notes on details Pay attention to important items that make the individual light up Strive for conversational approach See tip sheet in PAL Card resources for more tips! *We are asking you to record the length of the interview and who completed the interview. In addition, if a resident refuses we are asking you to document the reasons for refusal.

28 Checklist Step 8: Create PAL Cards Review notes from interview and identify important items What stood out? What made them light up? Use this information on their PAL Card Download the PAL Card Template from the website Save each card in a location that makes the most sense for you and your organization. You may need to re-print. *We are asking you to record how long it takes to create the PAL Card.

29 Making a PAL Card Download PAL Card template from website and fill in profile and top preferences sections Save and print the document in color (if possible). Cut in half, attach both sides back-to-back, and laminate Punch hole in upper left corner and use ribbon or string to attach to wheelchair or walker

30 PAL Card How-To Video

31 PAL Card Tip Sheet

32 Questions? NOTE: lf you lack the resources for colored printing or laminating, please your saved PAL card documents to Alex Heppner with return address information and your PAL cards will be printed in color, laminated, and mailed back to you.

33 Checklist Step 9: Review with resident Show the resident their completed PAL Card and ask them to check for accuracy Make changes if any of the information is incorrect Step 10: Place PAL Card Obtain resident s permission to place the PAL Card Preferred placement is on walker or wheelchair Ambulatory resident s can have theirs placed on door AVOID: flat surfaces or places card could be covered up Consider making duplicates for bulletin board in staff break room

34 Checklist Step 11: Document PAL Card in Resident s Care Plan Step 12: Orient staff At a staff meeting or team huddle share example PAL Card with staff and explain how to use them Encourage staff to read them and try to spark conversations Answer any questions they have Consider having staff make their own PAL Cards!

35 Checklist Step 13: Send PAL Card Implementation Log (Form #2) and photos of PAL cards in action to Alex Can scan and send via to Can fax to Scripps Attn: PELI Can mail to Scripps: 396 Upham Hall,100 Bishop Circle Oxford, Ohio 45056

36 Checklist Monthly Calls Step 14: Check on placement Prior to consultation call each month, return to each resident and note placement of card and record on monthly location tracking form.

37 Forms to help: Form #1 The PAL Card Participant Log Form #2 PAL Card Implementation Log Form #3 PAL Card Monthly Location Tracker

38 Form #1 The PAL Card Participant Log You will not send this to us, but use it to keep track of participants.

39 Form #2 PAL Card Implementation Log

40 Form #3 PAL Card Monthly Location Tracker

41 Thoughts? What are your concerns? Why might this initiative be difficult to implement in your community? Can you identify any facilitators to implementing this project in your community?

42 Just a Phone Call Away We are here to help YOU implement the PAL Cards. If you have a question, call or us! PELI-Can@MiamiOH.edu PreferenceBasedLiving.com

43 PELI-Can Team Members Together, we CAN make nursing homes better places to live and work -- by honoring resident preferences using the PELI!

44 Thank You! Questions? Katy Abbott Morgan Liddic Alex Heppner