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  • Home
  • About Us
  • Services
    • ICD-10 Coding and Clinical Documentation Review
    • Home Health/Home Care Consulting
    • Mock Survey
    • Competency
      • CNA / HHA Competency
      • Nursing Competency
    • Home Health Quality Assessment Performance Improvement (QAPI) Services
  • Manuals/
    Products
    • Manuals
      • ACHC and CHAP Certified Products
      • Colorado
      • Texas
  • Education
    • Colorado
      • Administrators/Managers Training (Home Health/Home Care)
      • Dementia Training (Adult Day Care)
      • Dementia Training (Nursing Home)
      • Dementia Training (Assisted Living)
    • Texas
      • HCSSA Administrator Training
    • User Login
  • Events
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  • Home
  • About Us
  • Services
    • ICD-10 Coding and Clinical Documentation Review
    • Home Health/Home Care Consulting
    • Mock Survey
    • Competency
      • CNA / HHA Competency
      • Nursing Competency
    • Home Health Quality Assessment Performance Improvement (QAPI) Services
  • Manuals/
    Products
    • Manuals
      • ACHC and CHAP Certified Products
      • Colorado
      • Texas
  • Education
    • Colorado
      • Administrators/Managers Training (Home Health/Home Care)
      • Dementia Training (Adult Day Care)
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Home Health Consultant

Heather Castleman, RN

Heather is a dedicated Registered Nurse with extensive experience in home health care and healthcare consulting. Throughout her career, Heather has supported pediatric and adult patients and their families, in a variety of healthcare settings, delivering compassionate, high-quality care tailored to intricate medical needs. In addition to bedside nursing, Heather brings strong consulting and leadership experience, guiding home health and home care agencies through regulatory compliance, accreditation readiness, quality improvement, and operational development. Heather is a certified ACHC and CHAP consultant and has performed several mock surveys around the nation as a consultant as well. Heather is passionate about empowering organizations, their staff and patients, while combining clinical excellence, education, and collaboration to improve outcomes and ensure the highest standards of success.

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My Working Hours

Monday
08:00 - 17:00
Wednesday
08:00 - 17:00
Friday
08:00 - 17:00
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    Home Health Annual Compliance Check List

      WOUND MANAGEMENT PROGRAM POLICY & PROCEDURE MANUAL

       

      Product Disclosure Statement

      Wound Management Program Policy Crosswalk

      P&P Adoption

      Wound Management Program Adoption and Approval Governing Body Review Wound Management Program

      01 SECTION I

      Program Plan and Description

      Attachment 1. A       Wound Management Program Coordinator Job Description

      Attachment 1. B       Wound Management Program Interdisciplinary Team

      Attachment 1. C       Wound Management Committee Monthly Meeting Minutes

      Attachment 1. D       Monthly Wound Assessment and Care Summary

      Attachment 1. E       Wound Management Program Log

      Attachment 1. F       Monthly Wound Audit Tool

      02 SECTION II

      Clinical Guidelines

      Selection and Approval of Clinical Practice Guidelines

      Attachment 2. A       Clinical Guidelines Review and Approval

      Attachment 2. B       Wound Management Program Educational Modules and Competency Quizzes

      Attachment 2. B       Module 1   Wound Care Basics

      Common Terms and Concepts in Wound Assessment

      Wound Healing Basics

      NPIAP Pressure Injury Stages

      Module 1 Quiz

       

      Attachment 2. B       Module 2   Wound Assessment

      Wound Assessment Guidelines

      The Wound Bed Preparation Paradigm

      Pressure Injury Assessment and Management

      Wound Assessment Procedure

      Bates-Jensen Wound Assessment Tool

      Module 2 Quiz

       

      Attachment 2. B       Module 3 Wound Cleansing, Irrigation, and Product Selection

      Wound Cleansing, Irrigation, and Product Selection

      Wound Products Overview and Selection

      Wound Dressing Application Procedure

      Wound Irrigation Procedure

      Module 3 Quiz

       

      Attachment 2. B        Module 4   Negative Pressure Wound Therapy

      Negative Pressure Wound Therapy

      Module 4 Quiz

       

      Attachment 2. B       Module 5   Nutritional Strategies for Wound Healing

      Nutritional Strategies for Wound Healing

      Mini Nutritional Assessment

      Module 5 Quiz

      Patient Education Handouts and Teaching Tools

       

      Attachment 2. B       Module 6   Comprehensive Assessment (RN’s only)Comprehensive Assessment Policy Wound

      Management Program Addendum

      Wound Management Program Comprehensive Assessment Checklist

      Patient Education and Health Literacy Assessment

      Wound Management Program Policy

      Module 6 Quiz

      OASIS References for Agencies Completing

      OASIS Assessment

      OASIS E Section M: Skin Conditions Guidelines

       

      Attachment 2. B        Module 7 Infection Control

      Infection Control Policy Wound Management Program Addendum

      Bag Technique Policy and Procedure

      Module 7 Quiz

       

      Attachment 2. B         Module 8   Patient Education

      Patient Education and Health Literacy

      Assessment Policy

      Patient Education and Self-Management Plan

      Disease Management Policy

      Patient Lifestyle Education Handouts

      Module 8 Quiz

       

      Attachment 2. B        Module 9 Additional Wound Management Program Policies

      Wound Management Program Reassessment Policy

      Wound Management Program Reassessment Checklist

      Plan of Care Policy Wound Management Program Addendum

      Coordination of Care Policy Addendum

      Discharge and Transfer Policy Addendum

      Module 9 Quiz

       

      Attachment 2. C     Wound Management Program Nursing Competency Evaluation

       

      Attachment 2. D      Wound Management Competency Evaluation Form

       

      Attachment 2. E      Wound Management Program In-Service Agenda

       

      Attachment 2. F      Policy W2.10 Infection Control Policy

      Wound Management Program Addendum

       

      Attachment 2. G      Bag Technique Policy and Procedure

       

      Attachment 2. H      Clinical Practice Guidelines and References

       

      Attachment 2. I       Wound Management Program

      03 SECTION III

      Assessment of Patients and Risk Factors

      Initial Comprehensive Assessment

      Reassessments of Patients and Wounds

       

      Attachment 3. A        Policy W3.01 Comprehensive Assessment Policy

       

      Attachment 3. B        Wound Management Program Comprehensive Assessment Checklist

       

      Attachment 3. C        Policy W3.02 Wound Management Program Reassessment Policy

       

      Attachment 3. D        Wound Management Program Reassessment Checklist

       

      Bates-Jensen Wound Assessment Tool

      04 SECTION IV

      Provision and Coordination of Care

       

      Attachment 4. A        Policy W4.01 Plan of Care Policy

       

      Attachment 4. B        Policy W4.02 Coordination of Care Policy

       

      Attachment 4. C        Discharge and Transfer Policy

      05 SECTION V

      Patient and Family Education

       

      Patient and Family Education Regarding Disease Management

       

      Attachment 5. A        Policy W5.01 Patient Education and Health Literacy Assessment Policy

       

      Attachment 5. B        Patient Education and Self-Management Plan

      06 SECTION VI

      Disease Management

       

      Attachment 6. A        Wound Management Program Disease Management Policy Patient Education Handouts and Teaching Tools

      07 SECTION VII

      Performance Measurement and Improvement

       

      Attachment 7. A        PI/QAPI Policy

       

      Attachment 7. B        Wound Management Program Performance Improvement Project (Blank form)

       

      Attachment 7. C        Wound Management Program Performance Improvement Project (Samples 1 and 2)

      08 SECTION VIII

      Information Management

      09 SECTION IX

      Safety and Emergency Planning

      HOME HEALTH ADMISSION PACKET

       

      01. Product Disclosure Statement

      02.  Consent for treatment

      03.  Emergency Preparedness Risk Assessment

      04.  Home Environment And Emergency Preparedness Assessment

      05.  Authorization for disclosure of PHI      

      06.  Care Coordination with External Agencies      

      07.  Patient Plan of Care Summary and Care Instructions 

      08.  State Specific Forms  

      09.  Advance Beneficiary Notice of Non-coverage (ABN_exp. 01. 31.26)

      10.  Home Health Change of Care Notice  (Hhccn Exp. 11.30.27)

      11.  Notice of Medicare Non-coverage (Nomnc Exp. 11/30/2027)

      12.  Patient Handbook  

      HOME CARE ADMISSION PACKET

       

      01.  Product Disclosure Statement

      02.  Admission Agreement

      03.  Emergency Preparedness Risk Level

      04.  Home Environment And Emergency Preparedness Assessment

      05.  Authorization for disclosure of PHI     

      06.  Care Coordination with External Agencies     

      07.  Plan of Care Summary and Care Instructions     

      08.  State Specific Forms    

      09.  Client/Patient Handbook

      HOME HEALTH EMERGENCY PREPAREDNESS PLAN

       

      01.  Product Disclosure Statement

      02.  Place Holder [Insert Agency’s PI Policy and Procedure]

      03.  Home Health Agency Emergency Preparedness Plan

      04.  Samples

      a. Abbreviated Assessment

      b. All Hazard Vulnerability Assessment

      c. Business Continuity Plan

      d. Disaster Phone Tree

      e. Emergency Contacts

      f. Emergency Preparedness Resources for Patients and Families

      g. EXERCISE PLANNING WORKSHEET

      h. EXERCISE AFTER ACTION REPORT

      i. EXERCISE EVALUATION GUIDE

      j. Home Environment and Emergency Preparedness Assessment

      k. Home Health Agency Emergency Preparedness Plan ASSESSMENT

      l. Memorandum of Understanding

      m. Patient Evacuation Tracking Form

      n. Patient Evacuation Tracking Log

      o. Patient Roster

      p. Physicians/Allowable Practitioners Roster

      q. gov Fact Sheets

      r. Staff Roster

      s. Strategies to Address Emergency Events

      t. Supplier Roster

      u. Volunteer Roster

      HOME CARE EMERGENCY PREPAREDNESS PLAN

       

      01. Product Disclosure Statement

      02.  Place Holder [Insert Agency’s Emergency Preparedness Program Policy and Procedure]

      03.  Home Care Agency Emergency Preparedness Plan

      04.  Samples

      a. All Hazard Vulnerability Assessment

      b. Business Continuity Plan

      c. EMERGENCY PHONE COMMUNICATION TREE

      d. Emergency Contacts

      e. Emergency Preparedness Resources for Patients and Families

      f. EXERCISE PLANNING WORKSHEET

      g. EXERCISE AFTER ACTION REPORT

      h.EXERCISE EVALUATION GUIDE

      i. Home Environment and Emergency Preparedness Assessment

      j. Home CARE Agency Emergency Preparedness Plan Assessment

      k. Memorandum of Understanding

      l. Patient Evacuation Tracking Form

      m. Patient Evacuation Tracking Log

      n. Patient Roster

      o. Physicians/Allowable Practitioners Roster

      p. Ready.gov Fact Sheets

      q. Staff Roster

      r. Supplier Roster

      s. Volunteer Roster

      HOME CARE PERFORMANCE IMPROVEMENT PROGRAM

       

      01.   Product Disclosure Statement 

      02.   PLACE HOLDER [INSERT AGENCY’S PI POLICY AND PROCEDURE]

      03.   Performance Improvement Program

      04.  Guide to Performance Improvement Projects (PIPs) for the PI Program

      05.  Samples

      a.      Ongoing Monitoring Indicators and Thresholds

      b.      PIP – Adherence to the Plan of Care

      c.      PIP Focus Audit- Adherence to POC/Provider Orders

      d.      Performance Improvement Activity Tracking Sheet

      06.   Templates

      a.      Performance Improvement Project

      b.      Performance Improvement Committee Meeting Minutes

      C.      Annual Performance Improvement (PI) Report

      D.      Governing Body PI Review

      E.      Governing Body orientation checklist

      F.       PI Self-Assessment tool

      G.     Client/Patient Record Audit Tool

      H.    Client/Patient Satisfaction Survey

      I.       Employee satisfaction survey

      J.      Physician/Referral Source/Community
           Partner Satisfaction Survey

      HOME HEALTH QUALITY ASSESSMENT AND PERFORMANCE IMPROVEMENT (QAPI)

       

      01. Product Disclosure Statement

      02. Place Holder [Insert Agency’s QAPI Policy and Procedure]

      03. Quality Assessment and Performance Improvement Program

      04. Quality Assessment and Performance Improvement and Home Health Value-Based Purchasing

      05. Guide to Performance Improvement Projects (PIPs) for the QAPI Program

      06. Samples

      Ongoing Monitoring Indicators and Thresholds (sample)PIP – Wound Associated Infections (sample#1)

      PIP – Wound Associated Infections Audit Tool (sample#1)

      PIP – Adherence to POC (sample #2)

      PIP – Adherence to POC Audit Tool (sample #2)

      PIP- Key Aspect of Administrative Function (sample #3)

      PIP- Key Aspect of Administrative Function Audit Tool (sample #3)

      07. Templates

      A.  Performance Improvement Project (template)
      B.  QAPI Committee Meeting Minutes (template)
      C.  Annual Performance Improvement (PI) Report (template)
      D. Governing Body QAPI Review (template)
      E.  Governing BOdy orientation checklist
      F.  QAPI Self-Assessment tool (template)
      G.  Patient Record Audit Tool (template)
      H. Personnel File Audit Form (template)
      I. Patient Satisfaction Surveys (template)
      J.  Employee satisfaction survey (template)
      K.  Physician/Referral Source/Community Partner Satisfaction Survey (template)
      L.  Ethics Reports Log (template)
      M.  Ethics Report form (template)

      ACHC HOME HEALTH POLICY AND PROCEDURE MANUAL

       

      Section 1 – Organization and Administration

      Legal and Regulatory Compliance Disclosure of Ownership and Management

      Professional Standards and Principles

      Governing Body Responsibilities and Requirements

      Conflict of Interest

      Administrator

      Lines of Authority

      Services Provide

      Clinical Manage

      Collection and Transmission of OASIS Data

      Reporting Negative Agency Outcomes

      services furnished underwritten agreement/contract

      Waived Tests

       
      Attachment

      Governing Body Members roster

      Governing Body Orientation checklist

      Conflict of Interest Attestation Statement

      Designation of Alternate Administrator

      Organizational Chart

      Designation of Alternate Clinical Manager

      Contractor/Provider Agreement

      Annual Contractor Evaluation

      Section 2 – PROGRAM AND SERVICE OPERATIONS

      Description of Care and Services

      Patient Rights and Responsibilities

      Reporting and Investigating Abuse and Neglect

      Patient Grievances and Complaints

      Patient Confidentiality and Protected Health Information

      Advance Directives

      Emergency Care and Resuscitation

      Ethical Issues

      Communication and Language Barriers

      Provision of Patient-Centered Care

      Agency Compliance Program

      Supervisor and Nursing Availability

      Approved Treatments and Procedures

       
      Attachment

      Patient Rights and Responsibilities

      Sample Complaint Log

      Sample Complaint Report

      Notice of Privacy Practices

      Compliance Reporting Poster

      Section 3 – Fiscal Management

      Agency Budget Plan

      Capital Expenditure Plan

      Financial Management and Business Practices

      Financial Records Retention and Review

      Disclosure of Rates for Care and Services

       
      Attachment

      Care and Service Rates

      Section 4 – Human Resource Management

      Personnel File Management

      Verification of Credentialing

      TB Screening and Vaccination Policies

      Job Description

      Driver’s License and MVR Checks

      Background Checks

      Employee Handbook and Personnel Policies

      Annual Performance Evaluations

      Orientation

      Competency Assessment

      Continuing Education and In-Service Requirements

      Home Health Aide Training, Competency, and Supervision Requirements

      Personal Care Attendants

      Training for Waived Testing

      Specialty Training and Certification for Nurses

      Attachment

      Personnel File Checklist   

       
      Sample Job Descriptions

      Administrator

      Clinical Manager

      Registered Nurse

      Licensed Practical/Vocational Nurse

      Physical Therapist

      Physical Therapist Assistant

      Occupational Therapist

      Occupational Therapist Assistant

      Speech-Language Pathologist

      Medical Social Worker

      Home Health Aide

      Quality Assurance Coordinator/QAPI Coordinator

      acknowledgement Of receipt of Employee Handbook

       
      Sample Performance Evaluations

      Administrator

      Clinical Manager

      Registered Nurse

      Licensed Practical/Vocational Nurse

      Physical Therapist

      Physical Therapist Assistant

      Occupational Therapist

      Occupational Therapist Assistant

      Speech-Language Pathologist

      Medical Social Worker

      Home Health Aide

      Quality Assurance Coordinator/QAPI Coordinator

       
      Sample Competency Assessments

      Registered Nurse

      Licensed Practical/Vocational Nurse

      Physical Therapist

      Physical Therapist Assistant

      Occupational Therapist

      Occupational Therapist Assistant

      Speech-Language Pathologist

      Medical Social Worker

      Home Health Aide

      Sample Annual Education/In-service Agenda

      Section 5 – Provision of Care and Record Management

      Patient Record Requirements

      Storage and Access of Patient Records

      Initial Assessment and Plan of Care Development

      COMPREHENSIVE ASSESSMENTS

      Therapy and Medical Social Work Services Assessments

      Drug Regimen Review and Medication Management

      First Dose in the Home Setting

      Plan of Care Requirements

      Written Instructions for Patients and Caregivers

      Care Coordination

      Transfer/Discharge Criteria and Process

      Verbal Orders

      Changes in Patient Condition

      Skilled Professional Services

      Home Health Aide Services

      Patient and Caregiver Education

      Referral and Acceptance Process

      Face-to-Face Encounter and Certification

      Credential Verification for Physicians and

      Allowed Practitioners

      Outpatient Services

       
      Attachment

      drugs and solutions approved for home administration

      patient referral and acceptance process policy revision flow sheet

      Home health referral and admission availability assessment tool

      Physician and Allowed Practitioner License Verification

      Section 6 – QUALITY OUTCOMES AND PERFORMANCE IMPROVEMENT

      Quality Assessment and Performance Improvement  (QAPI) plan

      Oversight and approval of the QAPI Program

      Incidents and Occurrences Reporting and Documentation

      Safe Medical Device Reporting

      OASIS Data Reports

       
      Attachment

      Agency QAPI Plan

      Annual QAPI Report

      Sample Incident/Occurrence Report

      Sample Incident Log

      Section 7 – RISK MANAGEMENT: INFECTION CONTROL,
      SAFETY and emergency preparedness

      Infection Control Program

      Exposure Control and Standard Precautions

      Tuberculosis Screening and Prevention Plan

      COVID-19 Standard

      Employee and Patient Infection Control Training

      Employee and Patient Infection Control Tracking

      Blood-borne Pathogens Standard

      Employee Personal Safety Education

      Basic Home Safety

      Office and Workplace Safety Plan

      Hazardous Waste and Materials Use, Storage, and Disposal

      Hazard Communication Standard

      Incident and Occurrence Reporting for Personnel

      Point-of-Care Laboratory Testing: PT/INR

      Point-of-Care Laboratory Testing: Blood glucose monitors

      Emergency Preparedness

      Safe Use of Equipment and Supplies

      Experimental Therapies and Clinical Research

      Workplace violence prevention plan

       
      Attachment

      Agency TB Screening Assessment

      Employee TB Screening Assessment

      Patient Infection Log

      Employee Infection Log

      Fire Drill Log

      Annual Office Environment Assessment

      Incident/Occurrence Log

      Incident/Occurrence Report

      EMERGENCY PREPAREDNESS PLAN

      RISK FACTORS FOR WORKPLACE VIOLENCE

      WORKPLACE VIOLENCE PREVENTION PROGRAM ASSESSMENT CHECKLIST

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