Table of Contents

 

 

 

 

Contributors

xiii

 

Foreword   Robert Newcomer

xv

 

Preface

xix

 

Acknowledgments

xxiii

 

List of Figures

xxv

 

List of Tables

xxvii

PART I

ORGANIZATIONAL MANAGEMENT

 

1

The Assisted Living Industry: Context, History, and Overview

1

 

Learning Objectives

1

 

Introduction

1

 

Historical Evolution of Assisted Living

7

 

Defining Assisted Living

8

 

Resident Characteristics

14

 

Challenges in the Assisted Living Field

16

 

Conclusions

18

2

Policy, Licensing, and Regulations

21

 

Learning Objectives

21

 

Introduction

21

 

State Policy and Regulation

23

 

Federal Statutes that Impact Assisted Living

44

 

Conclusions

50

3

Organizational Overview (With Sarah Dillon, MA)

53

 

Learning Objectives

53

 

Introduction

53

 

Service Models

55

 

Organizational Patterns by Size and Model

58

 

Business Models

59

 

Specific Affiliations

63

 

Future Landscape

66

 

Conclusions

67

PART II

HUMAN RESOURCES MANAGEMENT

 

4

Recruiting and Hiring Staff

69

 

Learning Objectives

69

 

Introduction

69

 

Factors Influencing Workforce Recruitment

71

 

The Recruitment Process

72

 

Conclusions

90

5

Training Staff (With Sandi Flores, RN, ADN, and Clara Allen, MA)

93

 

Learning Objectives

93

 

Introduction

93

 

Orientation for Assisted Living Employees

95

 

Direct Care Staff

95

 

Facilitating Staff Training through Learning Circles: A Model for Training

108

 

Conclusions

111

6

Retaining Employees and Empowerment

113

 

Learning Objectives

113

 

Introduction

113

 

Staff Turnover

114

 

Retention Strategies

117

 

Conclusions

131

7

Continuing Education (With Sandi Flores, RN, ADN)

133

 

Learning Objectives

133

 

Introduction

133

 

Continuing Education

133

 

Regulatory Requirements

137

 

Model Continuing Education Programs

141

 

Conclusions

149

PART III

BUSINESS AND FINANCIAL MANAGEMENT

 

8

Business, Management, and Marketing (With Joseph F. Melichar, PhD)

151

 

Learning Objectives

151

 

Introduction

151

 

Management Theories

152

 

Management Method and Style

158

 

Management and Organizational Structure

161

 

The Business Plan

170

 

Operational Plan and Planning System

178

 

Information and Technology Support Services

182

 

Marketing Approaches

185

 

Conclusions

188

9

Financial Management in Assisted Living Facilities (With Raymond Yee, MBA, MPH)

193

 

Learning Objectives

193

 

Introduction

194

 

Accounting Systems

194

 

Organization

199

 

Department Titles and Staff

206

 

Use of Accounting and Financial Software

210

 

Financial Reporting

213

 

Accounting Procedures

223

 

Account Records

226

 

Budget Preparation and Execution

228

 

Financial Ratio Analysis

231

 

Risk Management

235

 

Most Common Accounting Terms and Definitions

240

 

Conclusions

241

10

Legal Concepts and Issues in Assisted Living Facilities (With Anthony Chicotel, JD, MPP)

243

 

Learning Objectives

243

 

Introduction

243

 

Tort Law

244

 

Contracts

256

 

Evictions

266

 

Estate Planning

270

 

Advance Planning

273

 

Surrogate Decision-Making

277

 

Conclusions

280

PART IV

ENVIRONMENTAL MANAGEMENT

 

11

Accessibility, Fire Safety, and Disaster Preparedness

283

 

Learning Objectives

283

 

Introduction

283

 

Regulations, Laws, and Statutes

284

 

Issues Related to Accessibility, Fire Safety, and Disaster Preparedness

287

 

Case Study

295

 

Conclusions

296

12

Models of Care

299

 

Learning Objectives

299

 

Introduction

299

 

Models of Care in Assisted Living Facilities

300

 

Culture Changes in Long-Term Care Delivery and Assisted Living Facilities

303

 

Best Practices in Cultural Changes

305

 

Case Study

313

 

Conclusions

314

13

Universal Design and Aging-In-Place

317

 

Learning Objectives

317

 

Introduction

317

 

Universal Design in Assisted Living Facilities

318

 

Aging-In-Place

323

 

Issues Related to Universal Design

328

 

Issues Related to Aging-In-Place

329

 

Case Study

332

 

Conclusions

333

PART V

RESIDENT CARE MANAGEMENT

 

14

Diversity Issues

335

 

Learning Objectives

335

 

Introduction

335

 

Concepts of Culture, Ethnicity, and Heritage Consistency

336

 

Diversity Issues

344

 

Case Study

351

 

Conclusions

352

15

Physical Aspects of Aging

355

 

Learning Objectives

355

 

Introduction

355

 

Overview of Normal Physiologic Changes Associated with Aging

356

 

Case Study

363

 

Issues Related to Selected Physical Aspects of Aging

364

 

Conclusions

378

16

Psychological Aspects of Aging

381

 

Learning Objectives

381

 

Introduction

381

 

Overview of Normal Psychological Changes Associated with Aging

382

 

Issues Related to Psychological Aspects of Aging

384

 

Case Study

400

 

Conclusions

401

17

Resident’s Rights

403

 

Learning Objectives

403

 

Introduction

403

 

Protection of Civil Rights

404

 

Protection of Social and Ethical Rights

407

 

Issues Related to Resident’s Rights

408

 

Professional Resources to Address Resident Rights

413

 

Case Study

415

 

Conclusions

416

 

Appendix

417

 

Index

435