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Orientation: Care Planning

presented by Kim Corral, RN, BSN, MA Ed, COS-C 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. Kim Corral is an employee and share holder of Chelta, Inc  Kim Corral receives compensation from MedBridge for this course. For both instructors there are no financial interests beyond the production of this course.
Non-Financial: Tina Marrelli and Kim Corral have 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.

Accreditation Check:

The ability to perform an accurate comprehensive assessment and develop an individualized plan of care for home care patients is the foundation for care delivery in home care. This course will review the steps of the care planning process, a type of problem solving method. A discussion will be provided regarding the application of this process and the value it brings to patient care.

Meet Your Instructors

Kim Corral, RN, BSN, MA Ed, COS-C

Kim is a registered nurse with a master's degree in education and more than 30 years of home health experience. She is an experienced leader in home health care, having held both clinical and operational positions at regional and national levels for large corporate home health organizations. She brings a passion for providing the clinical…

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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. Care Planning Defined

Developing an effective care plan is an essential element in the provision of services to the home care patient. Incorporating an interdisciplinary, holistic approach fosters successful patient outcomes. This chapter will define what is meant by the term "care plan," discuss the impact of the patient and family inclusion in this process, and examine the important function this process plays in care delivery. An introduction to the steps of the care planning process will be provided.

2. The Care Planning Process: The Comprehensive Assessment

The comprehensive assessment begins the care planning process. The clinician's knowledge and use of specialized assessment skills in collecting data plays an integral role in the success of the care planning process. This chapter will identify the elements of a holistic comprehensive assessment per the Medicare Conditions of Participation and discuss the skill set required to effectively perform the assessment.

3. The Care Planning Process: Problem Identification

The accuracy of problem identification and prioritization impacts the effectiveness of the plan of care and your patient's achievement of care outcomes. Actual and potential problems relevant to the home health episode are identified based on the comprehensive assessment. This chapter will discuss how to identify relevant patient problems and prioritize them to support successful goal attainment.

4. The Care Planning Process: Identifying Patient-Centered Goals/Outcomes and Interventions

The planning process includes two elements: the development of patient-centered goals/outcomes and the identification of interventions to support successful goal attainment. This chapter will discuss the structure of how home care goals/outcomes are written and the very important role of patient and caregiver involvement in actual goal development. The process for determining appropriate interventions to support goal attainment will be discussed from a regulatory and reimbursement perspective. The responsibility of the home care clinician to communicate the plan of care to the patient/caregiver will also be discussed.

5. The Care Planning Process: Implementation

Effective interdisciplinary care requires communication, collaboration, and coordination. These elements are essential in the care delivery process. This chapter will discuss these key concepts and provide strategies for efficient and effective care delivery.

6. The Care Planning Process: Evaluation

The flexibility of the care planning process allows for evaluation of the effectiveness at any point in the process. This chapter will examine what aspects are evaluated, the process to perform an evaluation, and what to do when the plan is not working.

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