Consumer-Directed Programs: Challenges, Insights, and Successes of Training AoA Consumer Direction Webinar Series National Resource Center for Participant- Directed Services (NRCPDS) June 30, 2010 1
AoA Welcoming Remarks Linda Velgouse Community Living Program Project Officer AoA 2
Making the Shift: Case Manager to Consumer-Directed Counselor Dianne Kayala Director of New Initiatives, NRCPDS
Shifts in Responsibility for Risks Traditional Relationship is between the program and the provider System Provider is accountable for health, welfare, and outcomes Participant is responsible for decision-making, safety, and adequacy of services Consumer Direction Participants have the opportunity to learn from their mistakes Effectiveness and quality are measured by the participant 4
Consumer-Directed Counselor Panel Jason Gerling CLP and VD-HCBS Program Coordinator, New York Thomas Wilson VD Consultant and Service Coordinator, Texas 5
Moderated Q&A: Jason Gerling Q: How did you make the transition from a traditional case manager to a consumer-directed care advisor? Q: What training did you participate in? Q: What recommendations do you have for other programs and counselors making this transition? 6
Moderated Q&A: Thomas Wilson Q: How did you make the transition from a traditional case manager to a VD-HCBS consultant? Q: How would you explain the differences in your case manager role compared to your consumer- directed role? Q: How has the consumer-directed approach affected the participants you work with? 7
Questions? Please type your question in the “Chat” box found in the lower left-hand corner of your screen. If we are unable to answer your question at this time, it will be included in our follow-up Q&A document posted on our website: www.training.participantdirection.org 8
Training Participants, Representatives, and Workers Suzanne Crisp Director of Program Development & Implementation NRCPDS 9
Training Opportunities Participant/Representative Personal Assistant/Worker Counselor Associated Program Staff Financial Management Services (FMS) Community
Today’s Focus Personal Attendant Training Counselor Training Participant Training Mediums Face-to-Face Written Manual Telephone Online (individually taken) Group Webinar DVD
Consumer-Directed Training Assumptions Participants are the experts to instruct Participants are provided resources to advance instruction Qualifications are flexible depending on participant need and preference Participant conducts performance evaluation Operated on person-driven values
Personal Assistant Training How much training is required? Cash & Counseling Evaluation: Consumer-directed workers do not receive training that is comparable to agency counterparts Consumer-directed workers felt fully prepared to perform tasks Consumer-directed workers felt well-informed about participant’s condition Medical/functional outcomes for those consumer directing as good or better than those with agency assistance 13
Personal Assistant Worker Rights, Duties, & Agreement Wound Care Information about Participant Employee Injuries Confidentiality Emergency Procedures Labor Laws Completing Timesheet Liability Coverage Communication Skills Universal Precautions Setting Boundaries Proper Lifting Respecting Cultures Range of Motion Professional/Ethical Behavior 14
Valuable Resources Paraprofessional Healthcare Institute (PHI) Training Curriculum Granite State Independent Living (GSIL) Handbook Arkansas IndependentChoices Handbook JEVS
Counselor Training Philosophy Person-Driven Values Consumer Direction Peer Mentoring Program Goals Policy and Procedures Responsibilities Communication Paths 16
Valuable Resources Cash & Counseling Consult Training Evaluation of Consumer-Directed Training for ASAP Network Increasing Opportunities for Choice & Control with Participant Direction 17
Participant Training Program Expectations Being an Employer Participant Rights Dealing with Emergencies Participant Responsibilities Communication Skills Recognizing & Receiving Using Resources/Supports Quality Services & Working with your Team Supports What/When to Report Recruiting, Interviewing, Managing Your Own Selecting, Managing, Health Evaluating & Dismissing Recognizing Abuse & Back-up Planning Neglect
Valuable Resources Kansas Assistance Supports & Services Personal Choice Program of Rhode Island Colorado Consumer Directed Attendant Support Program
Q&A with Southern Maine’s Community Living Program AnneMarie Catanzano, MA Community Living Programs Coordinator Katlyn Blackstone, MS, LSW Director of Community Services 20
Q: What type of training do you offer for participants, representatives, and workers? Individual Training Offered to Participants and Representatives What is Participant Direction? Finding Workers Financial Management Services How to be an Employer Safety and Emergency Planning Budgeting and Care Planning Responsibilities of Participant, FMS, AAA 21
Q: What type of training do you offer for participants, representatives, and workers? (continued) Participant Specific Training for Workers Reinforcement of Participant Direction Training in Financial Management Procedures Help participant find personal care training for worker if necessary Review of responsibilities of participant, worker, FMS, AAA Incident Procedures 22
Q: What was your process for developing training manuals? Development of Training Manuals Collaboration with other AAA’s in Maine Review Cash & Counseling and NRCPDS resources Decide what to include Personalize it for your program and culture 23
Q: What resources did you find helpful as you developed your training materials? ADRC TAE Website www.adrc-tae.org NRCPDS at Boston College GSSW www.participantdirection.org Self-Direction Handbook www.cashandcounseling.org/resources/handbook Family Caregiver Alliance www.caregiver.org Human Resources Information 24
Contact Information Katlyn Blackstone, MS, LSW kblackstone@smaaa.org AnneMarie Catanzano, MA acatanzano@smaaa.org Southern Maine Agency on Aging 136 U.S. Route One Scarborough, ME 04074 207-396-6545
Questions? Please type your question in the “Chat” box found in the lower left-hand corner of your screen. If we are unable to answer your question at this time, it will be included in our follow-up Q&A document posted on our website: www.training.participantdirection.org 26
Q&A with a Consumer-Directed Participant Mario Lucero, M.A. New Mexico 27
Q&A: Mario Lucero Q: How do you go about training your workers? Q: What resources did you use in order to train your workers? Q: What resources do you wish you had while training your workers? 28
Questions? Please type your question in the “Chat” box found in the lower left-hand corner of your screen. If we are unable to answer your question at this time, it will be included in our follow-up Q&A document posted on our website: www.training.participantdirection.org 29
Tools and Resources Sandy Barrett Director of Program Implementation and Design NRCPDS 30
Helpful Websites National Resource Center for Participant-Directed Services: www.participantdirection.org www.training.participantdirection.org Cash & Counseling: www.cashandcounseling.org The Clearinghouse for Home and Community Based Services: www.hcbs.org PHI Training: phinational.org/training/ Technical Assistance Exchange: www.adrc-tae.org 31
Resource Guide Changing Role of Consumer-Directed Counselor Resources Sample Training Manuals Helpful Training Websites Archived Webinars from the Consumer Direction Webinar Series Archived Webinettes, TA Calls, and Training NRCPDS Directory 32
Available Webinars Our Fraud and Abuse Webinette is now available on our website Previous webinars in AoA’s Consumer-Directed Webinar series can be found here Early Considerations Webinette can be found here 33
Advancing choice and control for people living with disabilities Click here to access the accompanying Webinar Resource Guide For questions related to the webinar, please email us at info@participantdirection.org 34
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