Office of the State Long-Term Care Ombudsman PROFESSIONAL DEVELOPMENT CALENDAR 3 rd / 4 th Quarter 2005 &

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Office of the State Long-Term Care Ombudsman PROFESSIONAL DEVELOPMENT CALENDAR 3 rd / 4 th Quarter 2005 & 2006 2007 Quarter 3-2005 June 28-29, 2005 Session 1-4 July 19-20, 2005 Session 5-6 August Provider Orientation September 20-21, 2005 Session 7-8 October 11-12, 2005 Session 9-10 November 15-16, 2005 Session 11-12 December 13-14, 2005 Session 13-14 Quarter 4 2005/2006 October 25-26, 2005 Days 1-2 November 1-2, 2005 Days 3-4 December 2005 January 10-11, 2006 Days 5-6 February 7-8, 2006 Days 7-8 March 7-8, 2006 Days 9-10 Provider Orientation April 4-5, 2006 Days 11-12 April 18, 2006 Quarter 1 2006 January 17-18, 2006 Days 1-2 February 22-23, 2006 Days 3-4 March 2006 April 11-12, 2006 Days 5-6 May 9-10, 2006 Days 7-8 June 6-7, 2006 Days 9-10 Provider orientation July 11-12, 2006 Days 11-12 July 27, 2006 Quarter 2 2006 March 14-15, 2006 Days 1-2 April 26-27, 2006 Days 3-4 May 2006 June 13-14, 2006 Days 5-6 July 18-19, 2006 Days 7-8 August 8-9, 2006 Days 9-10 Provider orientation September 6-7, 2006 Days 11-12 September 19, 2006

Quarter 3 2006 May 16-17, 2006 Days 1-2 June 27-28, 2006 Days 3-4 July 2006 Provider Orientation August 22-23, 2006 Days 5-6 September 20-21, 2006 Days 7-8 October 17-18, 2006 Days 9-10 November 7-8, 2006 Days 11-12 November 21, 2006 Quarter 4 2006/2007 August 29-30, 2006 Days 1-2 September 26-27, 2006 Days 3-4 October 2006 November 14-15, 2006 Days 5-6 December 12-13, 2006 Days 7-8 January 9-10, 2007 Days 9-10 Provider Orientation February 20-21, 2007 Days 11-12 February 27, 2007

OFFICE OF THE STATE LONG-TERM CARE OMBUDSMAN Professional Development Program Day 1 6.0 Hours 10:00 11:00 Overview of Professional Development Program Self-study assignments Session content Provider orientation Manual contents 11:00 12:00 Introduction to the Office, including a discussion of the scope of work of the Office History of the Long-Term Care Ombudsman Program Ombudsman Enabling Law Importance of reporting 12:00 12:30 Lunch 12:30 1:15 The aging network and the relationship between the aging network, the Office, and various regulatory agencies 1:15 2:15 Aging process and attitudes on aging 2:15 2:45 Long-term care consumer profiles and methods of payment for long-term care services 2:45 3:45 Program policies and procedures, including: confidentiality; access to providers and consumers; reporting; ethics; complaint investigation and resolution 3:45 4:15 Actions regarding public disclosure, including appropriateness, confidentiality of certain information, and how to work with the media 4:15 4:30 Summary, questions, and answers

DAY 2 7.00 hours 8:30 9:30 Ombudsman skills including interpersonal, communication, observation, interviewing, and building working relationships with providers 9:30 11:00 Advocacy Skills 11:00 12:30 Overview of complaint handling Intake Investigation Resolution Follow-up 12:30 1:15 Lunch 1:15 1:45 Development of an action plan 1:45 3:15 Overview of complaint resolution skills with an emphasis on advocacy, negotiating, empowering consumers, follow-up activities, legal/administrative, and other remedies 3:15 4:00 Complaint documentation 4:00 4:15 Summary, Questions, and Answers Date 5.5 hours DAY 3 10:00 10:30 Discussion of activities since last session 10:30 12:30 Decision-making Principles and Ombudsman Practice Ombudsman Code of Ethics Ethical Issues in Case Advocacy 12:30 1:15 Lunch 1:15 2:30 Client Rights Comparison

2:30 4:00 Case study and/or role plays including rights, case consultation/supervision, and more. 4:00 4:15 Summary, questions, and answers Date DAY 4 8:30A 12:00P Ombudsman Documentation & Information System (ODIS) Overview of system Review and discussion of reporting instructions 12:00P 12:45P Lunch 12:45P 2:00P Types of long-term care providers, their organization and operation 2:00P 4:00P Review of Federal and State Regulations applicable to long-term care providers with an emphasis on consumer rights 4:00P 4:15P Summary, questions, and answers DAY 5 5.50 hours 10:00 12:00 Public benefits systems and health insurance for LTC consumers 12:00 12:45 Lunch 12:45 1:30 Legal services for seniors 1:30 3:45 Volunteer program management including recruitment, screening, training, supervision, retention, and recognition

3:45 4:00 Summary, questions, and answers DAY 6 8:30 12:00 Complaint handling protocol 12:00 12:45 Lunch 12:45 3:15 Complaint handling protocol, continued Case discussion and presentation 3:15 4:00 Long-Term Care Selection Assistance 4:00 4:15 Summary, questions, answers DAY 7 5.75 hours 10:00 12:00 Medicaid Eligibility Mary Mynatt & Andy Jones Ohio Department of Job & Family Services 12:00 12:45 Lunch 12:45 2:15 Analysis of Systemic Issues Beverley Laubert, State Long-Term Care Ombudsman 2:15 2:30 Break 2:30 4:00 Patient Self-Determination Act 4:00 4:15 Summary, questions, and answers

DAY 8 8:30 10:00 PASSPORT and other Medicaid waivers Jim Fultz, Benefits Specialist, Elder Rights Division 10:15 11:15 Comprehensive Assessment 11:15 12:15 Care Planning AARP Video and Discussion, Nursing Home Care Plans 12:15 1:30 Lunch 1:30 2:30 Ohio Association of Regional Long-Term Care Ombudsman Sam McCoy, OARLTCO Officer, RLTCOP Director 9 & 10B 2:30 3:00 Managing Effective Meetings 3:00 3:30 Infection Control 3:30 4:00 Case Study 4:00 4:15 Summary, questions, and answers DAY 9 5.75 hours 10:00 11:30 Pre-Admission Screening and Resident Review (PASRR) Jim Rosmarin, PAR/Program Management Specialist Quality Support Division, ODA 11:30 12:30 Lunch 12:30 2:30 Ohio Department of Health Survey Process 2:30 4:15 Operation and regulation of NFs, RCFs, ACFs, and HCBC 4:15 4:30 Summary, questions, and answers

DAY 10 8:30 9:45 Case studies 10:00 12:30 Medicaid reimbursement system Randy Snodgrass, Facility Contracting/Audits Ohio Department of Job and Family Services 12:30 1:15 Lunch 1:15 2:45 How to represent a client in administrative hearings including, but not limited to, transfer/discharge hearings. 3:00 4:00 PASSPORT and other Medicaid waivers Jim Fultz, Benefits Specialist, Elder Rights Division 4:00 4:15 Summary, questions, and answers DAY 11 5.25 hours 10:00A 1:00P Elder Abuse Definitions, Risk Factors, Indicators and the Ohio Attorney General Medicaid Fraud Control Unit Abuse, Neglect, and Exploitation Investigations Christine Haenszel 1:00P 1:45P Lunch 1:45P 3:15P Adult Protective Services Melanie Cooley Franklin County Office on Aging 3:15P 4:15P Abuse case studies 4:15P 4:30P Summary, questions, and answers

DAY 12 8:30A 10:30A How to handle complaints involving persons with mental illness, mental retardation, and/or developmental disabilities Julianne Johnson, Disability Rights Advocate 10:30A 12:15P Ohio Legal Rights Service Julianne Johnson, Disability Rights Advocate 12:15P 1:00P Lunch 1:00P 4:00P Application exercises and exam review