1. STRIVE Staff Time and Resource Intensity Verification State Call November 30, 2006 STRIVE@IFMC.ORG

2. 2 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Call Agenda Welcome and Introductions Welcome and Introductions STRIVE Project Update STRIVE Project Update State Preparation Timeline State Preparation Timeline Volunteer Data Monitor Recruitment Volunteer Data Monitor Recruitment CEU Update CEU Update Next Steps Next Steps Question & Answer Period Question & Answer Period

3. 3 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. STRIVE Project Update As of 11/30/06: As of 11/30/06: 70 facilities visited 70 facilities visited 49 residents per facility average 49 residents per facility average About a quarter of the planned population About a quarter of the planned population

4. 4 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. STRIVE Project Update Completed States: Completed States: Iowa – Apr-Aug ’06 Iowa – Apr-Aug ’06 Kentucky – Aug-Oct ’06 Kentucky – Aug-Oct ’06 Montana – Sep-Oct ’06 Montana – Sep-Oct ’06 New York – Sept-Nov ’06 New York – Sept-Nov ’06 States in Process: States in Process: Ohio – Nov-Dec ’06 Ohio – Nov-Dec ’06 South Dakota – Sep ’06 -Feb ’07 South Dakota – Sep ’06 -Feb ’07 Washington – Oct ’06 -Jan ’07 Washington – Oct ’06 -Jan ’07 Texas (TMF) – Nov ’06 -Summer ’07 Texas (TMF) – Nov ’06 -Summer ’07

5. 5 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. STRIVE Project Update States Scheduled for 2007: States Scheduled for 2007: DC – Jan-Feb ’07 DC – Jan-Feb ’07 IL – Mar-May ’07 IL – Mar-May ’07 LA – Mar-May ’07 LA – Mar-May ’07 MI – Late Spring ’07 MI – Late Spring ’07 NV – Jan-Mar ‘07 NV – Jan-Mar ‘07 VA – Feb-Apr ’07 VA – Feb-Apr ’07

6. 6 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Timeline IFMC State 2-3 Months before study Develops facility sample for State and CMS Regional Office review Receives facility sample for review Hosts Association Call for facility and data monitor recruitment Participates in Association Call Begins facility recruitment Begins data monitor recruitment Coordinates mailing of facility invitations Provides invitation information Hosts Facilities Call Participates in Facilities Call

7. 7 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Timeline IFMC State 1-2 Months before study Coordinates data monitor training Makes arrangements for data monitor training Finalizes facility schedules Finalizes data monitor schedules 1 week before study Conducts data monitor training Attends data monitor Training First Study Provides on-site support for first study Performs first study

8. 8 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Volunteer Data Monitor Recruitment Best Practices for States using volunteers as data monitors (DMs): Best Practices for States using volunteers as data monitors (DMs): Start recruitment AS SOON AS POSSIBLE Start recruitment AS SOON AS POSSIBLE State/local associations State/local associations Facility volunteer organizations Facility volunteer organizations Colleges/Universities Colleges/Universities More volunteers needed…. More volunteers needed….

9. 9 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Volunteer Data Monitor Recruitment Traits of successful data monitors: Traits of successful data monitors: “Average” (or better) computer skills “Average” (or better) computer skills Outgoing personality, people skills, reliable Outgoing personality, people skills, reliable Available Monday through Thursday during study week Available Monday through Thursday during study week Must be available on-site during assigned study hours Must be available on-site during assigned study hours CEUs may be available for volunteers CEUs may be available for volunteers

10. 10 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Data Monitors: CEUs IFMC has developed a continuing education module in cooperation with the American Association of Nurse Assessment Coordinators (AANAC) IFMC has developed a continuing education module in cooperation with the American Association of Nurse Assessment Coordinators (AANAC) Nurse data monitors (volunteers and state staff) will be able to earn CEUs for training nursing home staff and conducting studies Nurse data monitors (volunteers and state staff) will be able to earn CEUs for training nursing home staff and conducting studies CEU testing will be available via on-line web self study at AANAC.ORG CEU testing will be available via on-line web self study at AANAC.ORG

11. 11 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Data Monitors: CEUs CEUs will also be available for data monitors who have already been trained CEUs will also be available for data monitors who have already been trained Monitor STRIVE website for information on CEU testing https://www.qtso.com/strive.html Monitor STRIVE website for information on CEU testing https://www.qtso.com/strive.html

12. 12 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Facility Recruiting Best Practices for discussing STRIVE Project with facilities: Best Practices for discussing STRIVE Project with facilities: Stress importance of participation Stress importance of participation Share testimonials of nursing homes Share testimonials of nursing homes Share “What happens during a study?” Share “What happens during a study?” Share any relevant experiences Share any relevant experiences

13. 13 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Facility Study Timeline Pre-Study Preparation - IFMC Pre-Study Preparation - IFMC Facility accepts Facility accepts Facility receives acceptance packet from IFMC Facility receives acceptance packet from IFMC 2 wks pre-study 2 wks pre-study Facility provides resident/staff rosters to IFMC Facility provides resident/staff rosters to IFMC IFMC provides study materials to facility IFMC provides study materials to facility 1 wk pre-study 1 wk pre-study Facility can begin assessments data collection (ARD is Thursday of the study week) Facility can begin assessments data collection (ARD is Thursday of the study week)

14. 14 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Facility Study Timeline Study Week Typical Schedule - State Study Week Typical Schedule - State This is an example. The start date may vary. This is an example. The start date may vary. Monday Monday Orientation Orientation Data monitors begin training facility staff Data monitors begin training facility staff Tues Tues Staff training/practice day; therapy staff begin to record their time data Staff training/practice day; therapy staff begin to record their time data Wed-Thurs Wed-Thurs Nursing home staff record their time data Nursing home staff record their time data Thurs-Sun Thurs-Sun Therapy staff use paper tool to record their time data Therapy staff use paper tool to record their time data Fri Fri Data monitors pack up equipment and send to next site Data monitors pack up equipment and send to next site

15. 15 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Facility Study Timeline Post Study Activities - IFMC Post Study Activities - IFMC 1 wk post study 1 wk post study All paper tools and misc. paperwork sent to IFMC All paper tools and misc. paperwork sent to IFMC 2 wks post-study 2 wks post-study Facility staff ensures all assessments are completed and sent to IFMC Facility staff ensures all assessments are completed and sent to IFMC

16. 16 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Next Steps Completed States: Completed States: Celebrate! Provide expertise to upcoming states Celebrate! Provide expertise to upcoming states In Process States In Process States Continue studies; provide feedback Continue studies; provide feedback Future States Future States Begin volunteer & facility recruitment efforts Begin volunteer & facility recruitment efforts

17. 17 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Sources of Information Project Milestones Project Milestones Schedules Schedules News items News items Newsletter Newsletter Website: https://www.qtso.com/strive.html Website: https://www.qtso.com/strive.html

18. 18 STRIVE State Call Nov. 30, 2006 Iowa Foundation for Medical Care Notice: These materials are in the public domain and cannot be copyrighted. Question and Answer Session Thank you for participating Questions or comments: STRIVE@IFMC.org 866-242-0921