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Coaching and Counseling: Tips for Success

presented by Cathleen Armato, RN, CHC, CHPC and Tina Marrelli, MSN, MA, RN, FAAN

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Disclosure Statement:

Financial: Tina Marrelli is an employee and share holder of Marrelli and Assoc. Inc, with book sales. Tina Marrelli is a share holder with book sales of Innovative Caregiving Solutions LLC. Tina Marrelli is an author who receives book royalties from Sigma Theta Tau International Publishing. Tina Marrelli receives compensation from MedBridge for this course. There are no financial interests beyond the production of this course.
Non-Financial: Tina Marrelli has no competing non-financial interests or relationships with regard to the content presented in this course.
Financial: Cathleen Armato is a share holder with Armato & Associates, LLC. Cathleen Armato receives compensation from MedBridge for this course. There is no financial interest beyond the production of this course.
Non-Financial: Cathleen Armato has no competing non-financial interests or relationships with regard to the content presented in this course.

Satisfactory completion requirements: All disciplines must complete learning assessments to be awarded credit, no minimum score required unless otherwise specified within the course.

MedBridge is committed to accessibility for all of our subscribers. If you are in need of a disability-related accommodation, please contact [email protected]. We will process requests for reasonable accommodation and will provide reasonable accommodations where appropriate, in a prompt and efficient manner.

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In a perfect world, everyone would complete their jobs flawlessly and without any management intervention or monitoring. The good news is that the skills of coaching and counseling are key to success in all organizations and that effective skills can be modeled and learned. This course provides the fundamentals of effective coaching and counseling, with strategies for beginner and experienced managers. Examples, role-playing, the answer to "What do I do next when this coaching is not working?" and more are addressed in this course. Taught in a collaborative and practical manner, this course provides the how-to needed for managers and others to help achieve personal, program, and organizational goals.

Meet Your Instructors

Cathleen Armato, RN, CHC, CHPC

Cat Armato is an experienced executive with 18 years in the home care and hospice industry. She has served in various roles during that time, including VP of operations and chief compliance officer for a nationwide provider. In 2012, Cat became a consultant. She has assisted multiple organizations with their compliance and quality efforts, from…

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Tina Marrelli, MSN, MA, RN, FAAN

Tina Marrelli is the president of Marrelli and Associates, Inc., a publishing and consulting firm working in home care for more than 30 years. Tina is the author of 13 books, including the Handbook of Home Health Standards: Quality, Documentation, and Reimbursement (6th edition, 2018). Other books include A Guide for Caregiving: What's Next? Planning…

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Chapters & Learning Objectives

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1. What Is Coaching and Counseling: Working Definitions

Coaching and counseling is a fundamental component of the achievement of work and management goals. There are a number of definitions of coaching and counseling, and chances are your organization has a policy that defines them.For purposes of this course, the authors offer practical definitions that may be used that incorporate multiple aspects of these important terms.

2. Why Is Coaching and Counseling a Challenge?

Unfortunately, there are sometimes negative connotations related to the terms coaching and counseling. This course and chapter seek to help reframe these terms. All team members want to know how they are doing and if they are on the right path from the perspectives of their managers and of the organization. This chapter reviews some of the data, literature, and other information available to assist managers in achieving success related to coaching and counseling.

3. Pulling It All Together: What Does Effective Coaching and Counseling Entail?

This chapter integrates what we learned about coaching and counseling with practical applications, real-world examples, and strategies with feedback. Coaching and counseling will be demonstrated using different scenarios. No two organizations or team members are alike, and these interactive episodes seek to show this variation in action. Included in this chapter are sample positive as well as negative case scenarios. Practicing before coaching and counseling, maintaining balance and calm, deep breathing, and other strategies are presented to help new managers address feelings that many leaders and team members experience.

4. The Coaching and Counseling Session: Example and Documentation Considerations

The role-playing that occurred in the prior chapter will be reviewed and documented to provide a sample of what documentation might look like for practical application. Some organizations use a number of methods for documentation of such encounters, and this chapter will explain why the use of a SOAP format might also lend itself well to coaching and counseling sessions. A checklist for completion of related documentation will be offered. Information, concepts, and the other materials presented in this course can be applied immediately to practice and operations.

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