Member Resource 2020 - whcawical.org - Wisconsin Health Care Association
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2020
Member
Resource
Guide
Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
whcawical.org
Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
Dear Valued WHCA/WiCAL Member,
Thank you for being a member of our strong community of assisted living and skilled nursing facility providers. Wisconsin’s long-
term and post-acute care providers are a dedicated group of individuals who care about the residents they serve and strive to
provide excellent care. WHCA/WiCAL staff are ready to assist your facility with the quality advancement, education, lobbying,
reimbursement, communications, and regulatory assistance that your facility needs.
Wisconsin’s senior living provider community faces many challenges, including Wisconsin having one of the worst Medicaid
reimbursement systems in the country and a significant workforce crisis. Through hard work and tireless advocacy efforts,
providers realized significant legislative victories during the 2019-21 State Budget, including historic increases in both
skilled nursing Medicaid reimbursement and Family Care funding. The coming year will present key challenges including the
2020 election cycle, continuing to advocate for adequate provider reimbursement in the 2021-23 Budget, working to end
burdensome regulations for skilled nursing facilities, and protecting assisted living centers from needless regulation. As we
continue to fight for your staff and residents, membership engagement and involvement is critical for WHCA/WiCAL this year.
The 2020 Member Resource Guide provides you with an overview of the services that WHCA/WiCAL provides its members,
and a road map to how you can get involved.
As a member-driven organization, there are many ways for you to get involved:
PARTICIPATE in a WHCA/WiCAL Member Webinar
WRITE a letter to your legislators on our Medicaid and Family Care Budget Requests
HOST your legislators for a facility tour
REGISTER for Spring Conference, Fall Convention, or one of our regional workshops
SERVE on a WHCA/WiCAL Committee
CONTRIBUTE to the WHCA/WiCAL Political Action Committee
NOMINATE one of the hard-working staff members in your facility for a WHCA/WiCAL Shining Star Award
In these challenging times punctuated by constant change, WHCA/WiCAL’s staff team is ready to serve your facility. We are
proud of our community and the care that our facilities are able to provide. We are committed to providing members with the
services you need to succeed in your mission to provide high-quality care to Wisconsin’s most vulnerable residents.
Thank you for your leadership and service to Wisconsin’s long-term care provider community.
Best Regards,
John J. Vander Meer, MPA
President & CEO
Wisconsin Health Care Association
Wisconsin Center for Assisted Living
John@whcawical.org
2
INDEX
2020 Calendar of Events........................................................................................................................4-6
WHCA/WiCAL Staff..............................................................................................................................7-8
Communication Resources..........................................................................................................................9
WHCA/WiCAL PAC................................................................................................................................ 10
Educational Offerings......................................................................................................................... 11-16
The WHCA/WiCAL PDPM Master Class Webinar Series ...................................................................17
Wound Treatment Certificate Program.....................................................................................................18
How to Contact Your Legislators........................................................................................................19-21
George F. MacKenzie Scholarship ........................................................................................................ 22
Performance Excellence in Assisted Living (PEAL)................................................................................. 23
WHCA Board of Directors/WiCAL Council................................................................................... 24-25
2020 WHCA/WiCAL Committees.................................................................................................. 26-27
The Clinical Resource Center and LTC Trend Tracker............................................................................. 28
Event Save the Dates..........................................................................................................................29-30
WHCA/WiCAL Service Corporation................................................................................................31-32
WHCA/WiCAL Career Center............................................................................................................... 33
WHCA/WiCAL Resident Rights and Future Medical Decision Booklets............................................. 33
Wisconsin Care for the Aging Website................................................................................................... 34
Gold Business Partners............................................................................................................................. 35
3
2020 CALENDAR OF EVENTS
For the most up-to-date information, please visit: www.whcawical.org/calendar
January 1 February 25 April 1-3
New Year’s Day, Office Closed Survey/Regulatory Committee 58TH Annual WHCA/WiCAL Spring
Location: M3, Madison, WI Conference & Expo
January 7 Time: 10 a.m. Location: Hyatt Regency
PDPM Master Class Webinar Series: Green Bay, WI
Build and Implement Crucial PDPM February 26
Policies PEAL Webinar Series: PEAL/WCCEAL – April 1
Time: 1:30-2:45 p.m. Your Pathway to Quality Board of Directors Meeting
Time: 1-2 p.m. Location: Hyatt Regency
January 7 Green Bay, WI
Bronze National Quality Award February 27 Time: TBD
Workshop Webinar Emergency Preparedness Tabletop
Time: 10-11 a.m. Exercise Webinar: Your Facility’s April 7
Required Preparedness Plan: Test It & PDPM Master Class Webinar Series:
January 9 Be Ready! Effective Meetings for PDPM
Education Committee Meeting Time: 10 a.m.-12 p.m. Time: 1:30-2:45 p.m.
Held via teleconference
Time: 10-11 a.m. April 9-16
March 3
Passover
January 23 PDPM Master Class Webinar Series:
National Quality Awards Application Applying Dollar Values to PDPM
Characteristics and Avoiding Top April 10
and Fee Deadline Good Friday
Missed Opportunities with Case Studies
Time: 1:30-2:45 p.m.
January 28 April 12
WHCA/WiCAL Committee and March 5
Easter
Board Meetings Education Committee Meeting
Held via teleconference Held via teleconference
Time: TBD April 23
Time: All Day
2020 CHAASE Spring Banquet
March 5 Location: The Florian Gardens
February 4 WiCAL Learning Session Webinar Conference Center
PDPM Master Class Webinar Series: Series: Dining Options in Assisted Living Eau Claire, WI
Getting the PDPM Initial PPS Assessment Communities Time: 5-7 p.m.
Right! Best Practices for Pre- Admission, Time: 2-3 p.m.
Admission, and Day 1-8 Processes April 23
Time: 1:30-2:45 p.m. March 6 PEAL Webinar Series: Improvement
Spring Conference Early Bird Attendee Process – Operationalizing Your
February 25 Registration Deadline Quality Committee
Board of Directors Meeting Time: 1-2 p.m.
Location: M3, Madison, WI March 9-11
Time: 2 p.m. AHCA/NCAL Quality Summit
Location: Grapevine, TX May 5
PDPM Master Class Webinar Series:
February 25 PDPM: Staff Development and Core
Payment Council Meeting March 11
Spring Conference Room Block Competency Essentials
Location: M3, Madison, WI Time: 1:30-2:45 p.m.
Time: 11:15 p.m. Deadline
4
2020 CALENDAR OF EVENTS
For the most up-to-date information, please visit: www.whcawical.org/calendar
May 7 June 2 July 21
WiCAL Learning Session Webinar PDPM Master Class Webinar Series: Leadership Academy
Series: A/R Collections in Assisted Care Planning for the Complex Resident Location: M3, Madison, WI
Living Communities under PDPM Time: All Day
Time: 2-3 p.m. Time: 1:30-2:45 p.m.
July 28
May 10-16 June 23-25 WiCAL Learning Session Webinar
National Skilled Nursing Care Week Wound Treatment Associate (WTA®) Series: Emergency Planning and
Certificate Program and Procedures for Assisted Living
May 13 Certification Prep Time: 2-3 p.m.
4th Annual WHCA/WiCAL Congregational Home
Quality Symposium 13900 W. Burleigh Rd. August 4
Location: Comfort Inn and Suites Brookfield, WI 53005 PDPM Master Class Webinar Series:
DeForest, WI Time: All Day PDPM Quality Assurance and
Time: 8:30 a.m.-3:30 p.m. Outcomes Tracking
June 24 Time: 1:30-2:45 p.m.
May 19 Leadership Academy
WHCA/WiCAL Committee and Location: Wipfli, August 12
Board Meetings 10000 Innovation Drive, Suite 250, Leadership Academy
Location: Clarion Suites, Madison, WI Milwaukee, WI Location: Wipfli
Time: All Day Time: All Day 10000 Innovation Drive, Suite 250,
Milwaukee, WI
May 20 Time: All Day
July 2
Leadership Academy PEAL Webinar Series: How INTERACT
Location: Wipfli, Can Help You Improve Quality in August 25
10000 Innovation Drive, your Community WHCA/WiCAL Committee and
Suite 250, Milwaukee, WI Time: 1-2 p.m. Board Meetings
Time: All Day Held via teleconference
Time: All Day
July 4
May 25 Independence Day, Office Closed
Memorial Day, Office Closed
September 1
July 7 PDPM Master Class Webinar Series:
May 28 PDPM Master Class Webinar Series: Addressing PDPM Medical Review Risks
PEAL Webinar Series: Analzing and All In! PDPM Supportive Documentation in the SNF Compliance Ethics Work Plan
Using Your Resident Satisfaction for Physicians, Nursing, Rehab, Dietary, Time: 1:30-2:45 p.m.
Survey Results and Social Services
Time: 1-2 p.m. Time: 1:30-2:45 p.m. September 7
Labor Day, Office Closed
June 1-2 July 20
AHCA/NCAL Congressional Briefing 2020 Care Classic Golf Outing September 9
Location: Hyatt Regency Capitol Hill Location: The Oaks Golf Course Shining Star Award Nomination
Washington, D.C. Cottage Grove, WI Deadline
Time: 11:45 a.m. Shotgun Start
September 9
SNF Survey Update Workshop
Location: Holiday Inn Eau Claire South
Eau Claire, WI
Time: 8:30 a.m.-1 p.m.
5
2020 CALENDAR OF EVENTS
For the most up-to-date information, please visit: www.whcawical.org/calendar
September 10 October 4-7 November 26
SNF Survey Update Workshop AHCA/NCAL 71ST Annual Convention Thanksgiving, Office Closed
Location: Comfort Inn and Suites and Exposition
DeForest, WI Location: Austin, TX December 1
Time: 8:30 a.m.-1 p.m. PDPM Master Class Webinar Series:
October 6 Year End PDPM Updates and 2021
September 10 PDPM Master Class Webinar Series: Policy Changes
CHAASE Fall Forum PDPM: Advancing Clinical Capabilities Time: 1:30-2:45 p.m.
Location: UW-Eau Claire and Care Delivery
Eau Claire, WI Time: 1:30-2:45 p.m. December 1
Time: 3-4:30 p.m. WHCA/WiCAL Committee and
October 21-23 Board Meetings
September 13-19 69th Annual WHCA/WiCAL Fall Location: Clarion Suites, Madison, WI
National Assisted Living Week Convention Time: All Day
Location: Best Western Premier
September 16 Waterfront Hotel & Convention Center December 7
SNF Survey Update Workshop Oshkosh, WI George F. MacKenzie Scholarship
Location: Red Lion Hotel Paper Valley Application Deadline
Appleton, WI October 21
Time: 8:30 a.m.-1 p.m. WHCA/WiCAL Annual December 11-18
Business Meeting Chanukah
September 19-20 Location: Best Western Premier
Rosh Hashanah Waterfront Hotel & Convention Center December 24
Oshkosh, WI Christmas Eve, Office Closed at Noon
September 22 Time: 3:30-4:45 p.m.
WHCA/WiCAL Committee and December 25
Board Meetings October 27 Christmas Day, Office Closed
Location: Clarion Suites, Madison, WI WiCAL Learning Session Webinar
Time: All Day Series: Strategies to Assess and Prevent
December 31
Falls in AL Communities
New Year’s Eve, Office Closed at Noon
September 23 Time: 2-3 p.m.
Leadership Academy
Location: Wipfli November 3
10000 Innovation Drive, Suite 250, PDPM Master Class Webinar Series:
Milwaukee, WI What We’ve Learned: Insights into
Time: All Day Successful Providers from the First Year
of PDPM
September 28 Time: 1:30-2:45 p.m. Archived recordings
Yom Kippur of WHCA/WiCAL’s
November 3 educational webinars
September 30 General Election
Fall Convention Early Bird Attendee are available!
Registration Deadline November 19 Contact
PEAL Webinar Series: Getting Ready for info@whcawical.org
Next Steps: National Quality for access
Award Process information.
Time: 1-2 p.m.
6
Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
WHCA/WiCAL Staff
Contact us at 608-257-0125
John Vander Meer, MPA | WHCA/WiCAL President & CEO | John@whcawical.org
John J. Vander Meer is the President & CEO of the Wisconsin Health Care Association. With more than 20 years of experience in
media and legislative relations, John earned a Master’s Degree in public affairs from UW-Madison’s Robert M. La Follette School
of Public Affairs and has an undergraduate degree from Calvin College. John was hired as WHCA/WiCAL Communications
Director in 2011. During his career, John has worked as a newspaper reporter covering health care and other issues, served as the
communications and public policy coordinator for the Wisconsin Department of Justice, and worked for several Wisconsin state
legislators. As a registered lobbyist, John provides members with expertise on strategic communications, legislative, and
regulatory matters.
Jim Stoa, JD | Director of Government Relations and Regulatory Affairs | Jstoa@whcawical.org
Jim Stoa is WHCA/WiCAL’s Director of Government Relations and Regulatory Affairs. Jim holds a Bachelor’s Degree in Political
Science from UW-Madison and a law degree from the University of Wisconsin Law School. Jim has five years of experience
in policy and press relations in the Wisconsin State Legislature, serving as Chief of Staff in the State Senate and as Policy and
Communications Advisor for two State Representatives. Jim is a registered lobbyist for WHCA/WiCAL. As Director of Government
Relations and Regulatory Affairs, Jim works on legislative advocacy, federal/state regulatory review and assistance, survey
compliance matters, and legal issues.
Brian Purtell, JD | Legal and Regulatory Advisor | Brian@whcawical.org
Brian serves as the Legal and Regulatory Advisor to WHCA/WiCAL. He has more than 25 years of health law legal experience,
most of which with WHCA/WiCAL. He is a leading voice of the long-term care profession in Wisconsin and nationally through
AHCA/NCAL. His years of association experience have allowed him to establish the necessary skills, knowledge, reputation and
credibility to serve the WiCAL and WHCA memberships. He supports the association’s legislative and regulatory advocacy and
provides assistance on legal matters
Pat Boyer, MSM, RN, NHA | Director of Quality Advancement and Education | Pat@whcawical.org
Pat Boyer has more than 30 years of professional health care experience and is nationally recognized for her expertise in LTC
clinical and operational matters. Her areas of expertise include: long-term care and post-acute operations, state and federal
compliance programs, and performance improvement process development. With Pat’s clinical and operational expertise, she has
valuable credentials that add to the value proposition of WHCA/WiCAL’s membership. Pat is responsible for assisting members
with quality advancement efforts and developing the curriculum of WHCA/WiCAL’s educational offerings with the association’s
member-driven Education Committee.
Kate Dickson, MPA | Director of Reimbursement Policy | Kate@whcawical.org
Kate Dickson is a graduate of the Andrew Young School of Policy Studies at Georgia State University with a Master of Public
Administration, as well as a graduate certificate in Public Health. Kate has a strong background in quantitative analysis and
statistical research. She has held internships with the American Cancer Society, Childspring International and the Lupus Foundation
of America. Hired in 2014, Kate provides WHCA/WiCAL members with data, policy and financial analysis – particularly the
Wisconsin State Nursing Home Payment Methodology and Family Care MCO reimbursement questions. Please contact Kate with
questions that you have about any of these matters.
7
Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
Jena Jackson | Director of Development | Jena@whcawical.org
Jena has a diverse background in brand management, sales, marketing, and public relations. She brings her 15+ years of
professional experiences to WHCA/WiCAL with fresh perspective and ideas for growth. Previously having been an Account
Executive and Education Consultant with Elite Business Partner CE Solutions, Jena has a deep understanding of the needs
of skilled nursing and assisted living facilities. She has a regulatory background, having previously worked in Government
Relations as an advocate for Veterans, active duty military, civilians, and their families. Jena is a social and digital media
expert, and will use her experience across new and traditional platforms to help grow our membership and enhance and grow
WHCA/WiCAL offerings and membership benefits.
Jammie Moore | Director of Administrative Services | Jammie@whcawical.org
Jammie oversees day-to-day operations of WHCA/WiCAL. She provides membership services, manages the membership
database, tracks financial information and handles accounts payable and receivable for the association. Jammie has been
with the association for 23 years. If you have any questions regarding billing of dues or educational seminars, please feel free
to contact her directly. Her organizational skills keep WHCA/WiCAL running smoothly and are instrumental in the success of
Spring Conference and Fall Convention.
Allison Cramer | Communications and Government Relations Specialist | Allison@whcawical.org
Allison Cramer is the Communications and Government Relations Specialist for WHCA/WiCAL. Throughout her career, Allison
has worked on several political campaigns and in multiple legislative offices, having most recently served as a Legislative
Assistant to the Senate Majority Leader and the Vice-Chair of the Joint Committee on Finance concurrently. As a member of the
public affairs team, Allison assists with WHCA/WiCAL’s lobbying efforts, primarily through engaging members in key legislative
priorities. In addition, she is the managing editor of Continuum, WHCA/WiCAL’s annual trade publication, and is responsible
for WHCA/WiCAL’s weekly e-newsletter, CareConnection. Allison is a graduate of the University of Wisconsin-Madison with a
Bachelor of Arts in Political Science and minors in Education Policy Studies and German.
Ramie Zelenkova | Lobbyist | rzelenkova@hwz-gov.com
Ramie has over a decade of experience in lobbying, grassroots advocacy and legislative
research and has worked to maintain strong relationships with legislative members on both
sides of the aisle. Ramie represents clients in areas such as health care, long-term care,
education, and child welfare with particular experience with the Wisconsin Medicaid WHCA/
WiCAL
Program. Ramie is a graduate of the University of Wisconsin-Madison.
Greg Hubbard | Lobbyist | ghubbard@hwz-gov.com Contract
Greg is a partner at HWZ. Greg has more than 20 years of combined legislative and
lobbying experience having spent over a decade working for several Republican Lobbyists
legislators including serving as Chief of Staff to a Majority Leader in the Wisconsin State
Legislature. Greg is a graduate of the University of Wisconsin-La Crosse.
Katie White | Lobbyist | kwhite@hwz-gov.com
Katie is an Associate at HWZ with a decade of combined government affairs and
legislative experience, focusing on issues related to health care and long-term care.
She also brings extensive knowledge of the legislative process as she spent six years
managing constituent relations and office operations for Wisconsin State Senator Rob
Cowles. She received her Bachelor’s degree in Political Science from the University of
Wisconsin-Madison.
8
Communication Resources
WHCA/WiCAL offers members up-to-date information using direct membership communications in print
and electronic media. As a member of our statewide network of long-term and post-acute care providers,
you have access to all of the news and information that you need to know as an assisted living or skilled
nursing facility provider.
Our weekly electronic newsletter, CareConnection, has an online
presence that is updated regularly on state and federal regulations,
quality improvement initiatives, educational offerings, and long-term
care news for WHCA/WiCAL members.
Continuum WHCA/WiCAL’s annual trade publication offers feature
articles on the trends that are important to Wisconsin’s senior
living providers.
The annual Membership Directory, which is distributed as an insert to
Continuum, provides the contact information for our colleagues in
Wisconsin Health Care Association Wisconsin Center for Assisted Living
assisted living and skilled nursing facilities.
MEMBERSHIP DIRECTORY
Member Alerts and Member Memos keep you informed about
action items for Wisconsin’s long-term care provider community,
and the regulatory and public policy challenges and opportunities that
they face.
Regular updates on WHCA/WiCAL’s social media platforms.
Member Memb
Be sure to follow us on social media for regular updates!
Alert Memo
The WHCA and WiCAL Members-Only sections of
www.whcawical.org provide key regulatory resources that you
need as a long-term or post-acute care provider.
Member Memb
The WHCA/WiCAL Membership Forum is an online resource
operational challenges that assisted living and skilled nursing facilityAlert Memo
for direct member-to-member collaboration on the regulatory and
Membership
providers address on a daily basis. Forum
The web-based video series Video Spotlight keeps members
up-to-date on important issues, offerings, and announcements.
SP
9
Contribute Today!
Help us reach our goal of $20,000!
The WHCA/WiCAL PAC gives members the opportunity to join together and raise awareness about the long-term
care profession. With the 2020 election cycle, we need to ensure that WHCA/WiCAL and the long-term care
provider community are in a solid position to continue to advance our legislative agenda.
The WHCA/WiCAL PAC’s strategic giving plan has been instrumental in establishing critical relationships with both
established legislative leaders, along with new allies, and ensuring critical funding increases both for skilled nursing
and assisted living facilities. In 2019, we set a lofty goal of $20,000 and with the help of our members, business
partners, and stakeholders we were able to exceed our goal and raise more than $23,000. In 2020, we are once
again looking to raise at least $20,000.
Both the Political Affairs committee and the Board of Directors are requesting staff from every WHCA/WiCAL facility
contribute $2 per bed in 2020 to the WHCA/WiCAL PAC to be used to support candidates for the Legislature. We
also encourage you to participate in WHCA/WiCAL PAC events during the year.
Please send your personal check to:
WHCA/WiCAL PAC, 131 W. Wilson, Suite 1001, Madison, WI 53703
Or simply go to www.whcawical.org/pac to contribute with your personal credit card!
You can make a simple contribution or set up recurring contributions.
Thank you for your support!
Sincerely,
Steve Kuranz Dale Kelm Deb Klatkiewicz Jay Hintze
WHCA Board President WiCAL Council Chair PAL Committee Co-Chair PAL Committee Co-Chair
Paid for by WHCA/WiCAL PAC, Treasurer Ken Smith
102020 WHCA/WiCAL Educational Offerings:
WHCA/WiCAL To Offer More Than 100 HOURS of Educational Programs in 2020
EDUCATIONAL BENEFITS
10% Member Discount On Compliance
Requirements And Education Needs
PDPM MASTER CLASS WEBINAR SERIES As experts in senior care, CE Solutions partners with you
January 7, 2020 to meet compliance requirements while streamlining your
February 4, 2020 staff education process through online courses designed
March 3, 2020 to meet the needs of long-term care staff. In addition, their
April 7, 2020 robust e-learning system provides numerous reporting
May 5, 2020 tools for the HR professional that allow for the tracking of
June 2, 2020 course progress, course completions, and the assessment
July 7, 2020 of individual learning. They can also provide you with
custom packages for specific education needs.
August 4, 2020
September 1, 2020
October 6, 2020
November 3, 2020
December 1, 2020
10% Discount on Online Dementia Care Training
All webinars are held from 1:30-2:45 p.m.
and Certification
This 12-month webinar series focuses on developing
HealthCare Interactive’s CARES online dementia
mastery of the skills required to successfully lead clinical
care training program meets the State of Wisconsin
reimbursement excellence under PDPM. Participants may
dementia training requirements, and each staff
register for each session individually or register for the
member who completes any of the 5 online training
full series at a discounted rate. Recordings of live sessions
programs can get certified by the Alzheimer’s
are included with the full series purchase. Optional
Association at no additional cost.
Certification is available for individuals completing the
entire series and passing the certification exam at the
end of the completed series. Develop mastery of the Pricing starts at $24.95 per person, and affordable site
skills required to successfully lead clinical reimbursement licenses are available. Go to www.hcinteractive.com to
excellence under PDPM. make your purchase and use the promo code WHCA10
at checkout to receive 10% off your entire order. If you
Member $55/session or $605 for entire series
have questions, or if you wish to place your order by
Non-Member $85/session or $935 for entire series phone, call 952-928-7722.
Information and Program
Registration at:
www.whcawical.org/pdpm-
master-class-series
112020 WHCA/WiCAL Educational Offerings:
WHCA/WiCAL To Offer More Than 100 HOURS of Educational Programs in 2020
COMPLIA REGULATI
ONS
NCE EMENTS
REQUIR
FIVE-STAR ENHANCE QUALITY
QUALITY RATING COMMUNICATION PLAN
SYSTEM POLIC
IMPROVE GOAL IES
ES TRANSPA
PERFORMANCE SETTING RUL RENCY
THE 4TH ANNUAL WHCA/WiCAL
QUALITY SYMPOSIUM SNF SURVEY UPDATE WORKSHOP
May 13, 2020 | 8:30 a.m.-3:30 p.m. September 9, 2020 | 8:30 a.m.-1 p.m.
Comfort Inn and Suites | DeForest, WI Holiday Inn Eau Claire South | Eau Claire, WI
This program will be submitted for Continuing Education for September 10, 2020 | 8:30 a.m.-1 p.m.
participant hours from NAB/NCERS. Comfort Inn and Suites | DeForest, WI
WHCA/WiCAL is pleased to invite you to its 4th Annual September 16, 2020 | 8:30 a.m.-1 p.m.
Quality Symposium. The theme for this year’s symposium is Red Lion Hotel Paper Valley | Appleton, WI
“From Reactive to Proactive.” This event will offer valuable This program will be submitted for Continuing Education for
opportunities to gather new tools and resources, network participant hours from NAB/NCERS.
with peers and stakeholders, and invest in yourself as a
Utilizing the knowledge and experience of WHCA/WiCAL’s
clinician and/or SNF operator to successfully navigate in our
Legal and Regulatory Advisor, Brian Purtell, JD, as well as
challenging environment.
the clinical and compliance acumen of Pat Boyer, RN, NHA,
The 2020 symposium will focus on topics such as the 5-star WHCA/ WiCAL’s Director of Quality Advancement and
ranking system, utilizing performance appraisals as a tool Education, we will examine the top-10 F-tags being issued
to improve performance, improve goal setting and enhance in the state of Wisconsin during the long-term care survey
communication, and other hot topics! The WHCA/WiCAL process, discuss key survey trends and updates with SNF/
Quality Symposium is a worthwhile event for directors of NF surveys, and examine and review the Phase III RoPs and
address potential 2020 changes. This program will include
nursing, SNF administrators, regional clinicians and operators
an emphasis on proactive action steps and best practices
and all those involved in resident care to collaborate and
providers can implement to prepare their staff for survey,
learn. You will return to your facility with new ideas and as well as how to address resident and family concerns
approaches that will help your facility deliver the best possible proactively so as to avoid complaint surveys.
care to your residents.
Objectives
Non-Member $169; Member $139
Review regulatory and survey developments over the past
year, including trends and top-10 tags
Examine and review the Phase III RoPs and address
potential 2020 changes
Information and Program Develop proactive efforts towards enhancing quality
Registration at: improvement and regulatory compliance, including the
www.whcawical.org/education implementation of an effective grievance/concern program
Audience: NHA, DON/Clinical Leaders
Non-Member $149; Member $119
122020 WHCA/WiCAL Educational Offerings:
WHCA/WiCAL To Offer More Than 100 HOURS of Educational Programs in 2020
2020 Workforce Report:
In 2016 and 2018, WHCA/WiCAL, along with a coalition of
LTC provider associations, conducted our first two Workforce
Shortage surveys. The data from the last survey enabled us to
create the pioneering 2018 Workforce Crisis Report. Both the
2016 and 2018
Reports were extremely effective in our advocacy efforts
over the last two biennia and helped secure rate increases
FINANCIAL AFFAIRS WEBINAR SERIES for SNFs and a continuation of the Direct Care Workforce
Funding for assisted living facilities. The webinar will present
February 2020 the 2020 Workforce Crisis Report and reveal the data
March 2020 findings from this year’s survey. Kate Dickson will present an
May 2020 overview of the report as well as an advocacy plan for how
August 2020 the Report will be used in the 2021-2023 State Budget.
November 2020
All webinars are held from 2-3 p.m. Methods:
WHCA/WiCAL is pleased to continue offering the Financial Each summer, DHS hosts three public provider Methods of
Affairs Webinar Series available exclusively to our members. Implementation meetings to discuss changes to the Medicaid
This series will provide a briefing, background, and forum for formula, as well as what funding is available and how it
members to learn, network, and share ideas about many of will be allocated. This webinar will provide an overview of
the critical financial affairs issues SNF and AL providers face those proposed changes and the implications and funding
on a day-to-day basis. Please be sure to contact WHCA/ allocations may have on providers.
WiCAL for webinar access information. Evaluating Property Tax Assessments:
Kate Dickson, WHCA/WiCAL Director of Reimbursement SNFs are required to have a property tax assessment every
Policy, will coordinate and moderate the Financial Affairs three years. Make sure you’re getting the most accurate
Webinar Series. appraisal done by tuning in for assessment tips and best
Topics practices from Larry Lester of Wipfli. Don’t let inaccurate
reports impact your reimbursement!
DCWF: The Wisconsin Legislature continued a provision in
the state’s biennial budget to fund the Direct Care Workforce
Initiative. This funding is reserved for providers serving Family
Care residents in AL settings as SNFs are receiving the
Information and Program
separately allocated 6.4% funding increase. This webinar Registration at:
will feature Grant Cummings, Deputy Director of the Bureau
of Rate Setting within the Department of Health Services,
whcawical.org/financialaffairs
describing the logistics of the funding initiative and answering
member questions related to the program.
13WiCAL LEARNING SESSION
WEBINAR SERIES
March 5, 2020 | 2-3 p.m. | Dining Options in Assisted
Living Communities
May 7, 2020 | 2-3 p.m. | A/R Collections in Assisted
Living Communities
July 28, 2020 | 2-3 p.m. | Emergency Planning and
Procedures for Assisted Living
PEAL WEBINAR SERIES October 27, 2020 | 2-3 p.m. | Strategies to Assess and
February 26, 2020 | 1-2 p.m. | PEAL/WCCEAL – Your Prevent Falls in AL Communities
Pathway to Quality The Wisconsin Center for Assisted Living is pleased to offer its
April 23, 2020 | 1-2 p.m. | Improvement Process: members a regular series of membership learning sessions in
Operationalizing Your Quality Committee 2020 designed to help inform managers and staff of WiCAL
May 28,2020 | 1-2 p.m. | Analzing and Using Your member facilities on a series of topics critical to the assisted
living profession.
Resident Satisfaction Survey Results
These on-point meetings will be held via Adobe Connect
July 2, 2020 | 1-2 p.m. | How INTERACT Can Help You
and offer WiCAL members the opportunity to raise issues
Improve Quality in your Community
with their peers as well as WHCA/WiCAL staff and have the
November 19, 2020 | 1-2 p.m. | Getting Ready for opportunity to hear from a variety of experts, consultants, and
Next Steps: National Quality Award Process professionals in areas relevant to assisted living providers.
WiCAL members are encouraged to maximize their The format for these sessions will start with 10 minutes of
membership benefit via participation in the association’s news and announcements from WHCA/WiCAL staff. This
Performance Excellence in Assisted Living (PEAL) quality will provide members with a regularly-scheduled opportunity
advancement program. PEAL is part of the larger Wisconsin to discuss issues, request information, and ensure that they
Collaborative Coalition for Excellence in Assisted Living are on top of important trends and developments among
(WCCEAL), which is the Department of Health Services’ assisted living providers. While important, this portion of the
initiative encouraging proactive compliance and recognizing meeting will be limited so member can proceed to that month’s
assisted living providers who participate in a DHS-approved, educational offering. The update section will be followed by
association-based quality initiative. a 45-minute educational session for members on a timely and
PEAL is a Baldrige-based program in which facilities first relevant topic to assisted living providers.
embark on an internal self-analysis of their organization.
Upon establishing foundational elements, participants learn
or enhance their performance improvement processes that
can be utilized in clinical and nonclinical performance efforts.
Unlike some other programs, there are no additional fees
for members to participate in PEAL. Participation in PEAL/
WCCEAL allows facilities to access critical data comparing
their performance and quality to all other WCCEAL
participating facilities, in quality variables and an annual
resident satisfaction survey. WCCEAL is gaining significant
recognition and attention, and participation is taking on
greater tangible significance. WiCAL members that do not
currently participate in PEAL are encouraged to join their
fellow members in this important initiative.
The Performance Excellence in Assisted Living (PEAL) program
is designed to provide WiCAL members with key performance
improvement techniques. The PEAL webinars will focus on
utilization of evidence-based standards of performance
management and quality advancement.
142020 WHCA/WiCAL Educational Offerings:
WHCA/WiCAL To Offer More Than 100 HOURS of Educational Programs in 2020
Learning Objectives:
Understand requirements necessary to comply with the
CMS emergency preparedness rule in order to protect the
staff and residents in a long-term care center
Acquire the necessary information to complete the required
“After Action Report” (AAR) to document the findings of
the tabletop exercise, what the center can do to improve
EMERGENCY PREPAREDNESS TABLETOP upon their plan, and develop a plan with timelines for
EXERCISE WEBINAR incorporating improvements.
Your Facility’s Required Preparedness Plan: Discuss the importance of ongoing review, training, and
Test It & Be Ready! testing of a center’s emergency preparedness plan through
review and discussion of actual emergency situations.
February 27 |10 a.m.-12 p.m.
Is your facility’s Emergency Preparedness Plan in place for Presenter:
2020? Do you have a plan for how you’re going to do the Stacey Yoakum, Vice President of Think Anew
required annual tabletop exercise? Need a review of the Think Anew is a privately held long-term care technology
requirements of the emergency preparedness rule? solutions provider empowering digital transformation for the
WHCA/WiCAL is pleased to present our Emergency healthcare sector across the United States. Think Anew is a
Preparedness Webinar for facilities to be ready for multi-award winning national company headquartered in
the requirements of the Emergency Preparedness Rule. Tampa, Florida and Madison, Mississippi. Think Anew is a
Participants will have the opportunity participate in and leader in innovative HIPAA and HITECH technology solutions
complete a tabletop exercise simulating the process with an unmatched 97% customer retention ranking. With
necessary for emergency response. The exercise will dedicated team members of engineers and EHR experts,
challenge participants to think through a scenario, consider Think Anew works hard daily to ensure that Long-Term Care
if their plan will work, and examine whether their plan is in organizations have solutions to their daily challenges from the
proper working order. From this exercise and discussion, business office to point of care.
centers will be able to determine what worked, what they
Members: $55; Non-Members: $85
need to improve upon, and complete an after-action review
to document all of their findings.
Information and Program Registration at:
www.whcawical.org/continuing-education/#EPTabletop
152020 WHCA/WiCAL Educational Offerings:
WHCA/WiCAL To Offer More Than 100 HOURS of Educational Programs in 2020
Courses include:
Strengthening Your Practice of
Leadership
Leading Change and Innovation
That Sticks
The Leader as a Master
Communicator
LEADERSHIP ACADEMY
Leading High Performing Teams
May 20, 2020 | All Day Buck Rhyme
Wipfli | 10000 Innovation Dr., Suite 250 How Leaders Maintain a
Milwaukee, WI Focus on the Future
June 24, 2020 | All Day
Wipfli | 10000 Innovation Dr., Suite 250 Scholarships are available!
Milwaukee, WI Email pat@whcawical.org for
July 21, 2020 | All Day more information.
M3 Insurance
Madison, WI
August 12, 2020 | All Day Brett Remington
Wipfli | 10000 Innovation Dr., Suite 250
Milwaukee, WI
September 23, 2020 | All Day Testimonials:
Wipfli | 10000 Innovation Dr., Suite 250 “The academy has helped me have a healthier view of
Milwaukee, WI failure – using it as a tool for success rather than something to
WHCA/WiCAL is proud to partner with Blue Rock WI to fear or something that stops me from implementing change.
provide a customized approach to leadership development Failure is inevitable so we must use it to learn from.”
for post-acute and long-term care. The Academy has a Jennifer Burklund, LNHA
measurable organizational impact because it helps emerging
leaders build on their strengths while working on sector-
specific problems. “The Leadership Academy is one of the best leadership
classes I have ever been a part of. I love that all the members
The Leadership Academy is comprised of 5 courses, spaced
of the academy are Wisconsin long-term healthcare
4-6 weeks apart. Each course is focused on a different
providers so we are able to discuss our struggles and
aspect of becoming an effective leader. Courses are 1 day in
strategies as a very specified small group. The presenters
length with built-in opportunities for action learning and time
seem invested in each of us individually and are ready
to address actual health care problems.
to provide advice and guidance. I really look forward to
attending the sessions every month!”
Lori Post, LNHA
Information and Program Registration at:
whcawical.org/leadershipacademy
16PDPM Master Class
Webinar Series
PDPM
New Educat
ional Webin
ar Series
This 12 month webinar series focuses on developing
mastery of the skills required to successfully
Master Cla
lead clinical reimbursement excellence under ss Option
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Optional Ce ation
PDPM. Participants may register for each session
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individually or register for the full series at a paid registr The Optiona rriculum an
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discounted rate. Recordings of live sessions are • Complet
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training ma ss
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February 4 August 4 nce will be verifi granted via completion. one
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Members: $55/session or $605 for entire series
Non-Members: $85/session or $935 for entire series
whcawical.org/pdpm-master-class-series
17WHCA/WiCAL EDUCATION OPPORTUNITY
Wound Treatment Associate (WTA®)
Certificate Program & Certification Prep
Wisconsin Health Care Association
ADVOCACY EDUCATION EXCELLENCE.
Wisconsin Center for Assisted Living
REGISTER BEFORE MAY 22 AND SAVE!
WHCA/WiCAL Member: $1,400 | Non-Member: $1,600
AFTER MAY 22
WHCA/WiCAL Member: $1,500 | Non-Member: $1,750
Registration Deadline: June 10
Congregational Home
13900 W. Burleigh Rd.
Brookfield, WI 53005
June 23–25 | All Day
Space is Limited!
Prior Sessions Sold Out Quickly
The WTA® (Wound Treatment Associate) educational
program was developed by the Wound, Ostomy and
Continence Nurses SocietyTM (WOCN®) to meet the growing
need for skilled wound care providers in all care settings
and to enhance nurses’ ability to provide optimal care for
patients with acute and chronic wounds, as members of a
collaborative wound care team.
18Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
How to Contact Your Legislators
ADVOCACY Use your credentials to support your views. This lets
Meet with your legislators about Wisconsin’s LTC the reader know you are qualified to be making your
funding and the state’s frontline care workforce crisis. statements.
Read below to find out how… Share your expertise without boasting.
Be tactful and polite – remember that you will be asking
You can help to increase the provider community’s collective for something from the official and that there will be an
influence by staying in close contact with your local elected additional issue down the road. It is not wise to alienate
and appointed officials at all levels of government. Take your legislator with anger because of a “disagreement”
advantage of every opportunity possible to communicate on a current issue.
with them in writing, through email, by phone, and in person.
WHCA/WiCAL staff will also call upon you to help support VISITS WITH ELECTED OFFICIALS
the association’s efforts in Madison. WHCA/WiCAL staff will Congressional and state legislative district offices are staffed
also call upon you to help support our efforts on behalf of the with people whose job it is to communicate with constituents
provider community. like you. We have several members who make a point to
stop in to visit their legislator every time he/she holds office
Remember that WHCA/WiCAL’s staff is one of the most hours in their area. This is the impact each member should
valuable tools you have. They know the ins and outs of strive for. Don’t hesitate to stop by local offices and establish
legislative activities, committees, processes, and staff relationships with the staff. Don’t feel put off if you meet with a
contacts. All of us, speaking together, present a strong voice staff member.
for the long-term care provider community. If you have any
questions, please feel free to contact WHCA/WiCAL’s staff. Get the Most From Your Visits!
Call ahead of time for an appointment and tell them what
LETTERS AND EMAILS issues you wish to discuss.
Time with legislators is extremely valuable. Have an agenda
A well-crafted letter or email is the most commonly used
so that you don’t just “chat” until the clock runs out.
and effective means of communicating with elected officials.
Legislative offices are set up to receive, log, and respond to Don’t be disappointed if you meet with staff. Treat a
meeting with staff as you would with any elected official.
constituents’ letters.
Expect them to say they will have their staff “look into
the issue.”
Improve Your Letters and Emails!
Stick to the facts and use your personal story to serve as
Be straightforward and clear. Avoid using industry lingo an example.
(Do you really think legislators know what “SNF” means?).
Give the legislator a one-page paper describing the issue
Keep it short (one page – not smaller than 10-point type). and solution and ask him/her to support your position.
Make your primary point in the first paragraph. Leave the meeting open-ended for further discussion – and
Avoid long, drawn-out paragraphs that keep your reader ALWAYS follow up with a personal “thank you” note AND
guessing as to what your conclusion may be. call or email your WHCA/WiCAL lobbyists.
jim@whcawical.org or allison@whcawical.org
Use facts and the experiences of your staff and residents to
back up your opinions.
19Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
How to Contact Your Legislators
TELEPHONE CALLS SNF Medicaid Reimbursement
A phone call is not as personal as a visit, but more so than According to numerous recent national studies, Wisconsin
a letter. The rules are the same – make your points clearly has one of the worst reimbursement systems in the country.
and succinctly and then say goodbye. Don’t act surprised While Wisconsin’s post-acute and long-term care centers
or annoyed if a staff member takes your call. Treat staff are routinely among the highest quality facilities in the nation,
members with the same respect and courtesy you would an without adequate reimbursement, how long will Wisconsin’s
elected official. providers be able to maintain that high level of quality? Make
sure that your legislators are aware of the high quality care
Make Your Phone Calls Count that your facility provides and the tight financial strains that you
Use the phone when time for action is short. face as a result of Wisconsin’s SNF Medicaid reimbursement.
Use the phone when you want to convey urgency. Family Care Funding
Leave a simple message stating your support or opposition Now is a crucial time for Family Care providers to contact
to a bill by leaving the Assembly or Senate bill number and your legislators and remind them that Family Care is a critical
then ask your legislator to support your position. program for our state’s frail elderly and disabled populations,
Always mention your name, title, and facility affiliation. and that the state must invest in Family Care to advance dignity
Provide your contact information including your mailing and independence of our state’s vulnerable citizens.
address. CNA Training
It is fine to ask the staff person to call you back and let you At a time when nearly 1 in 4 caregiving positions remains
know what action the legislator takes. vacant, 40% of Wisconsin facilities are locked out of being
CNA training sites due to the facility receiving a civil monetary
MAKE SURE YOUR LEGISLATORS penalty greater than about $10,000. This rigid rule makes it
more difficult for providers to recruit new caregivers. Contact
KNOW ABOUT WHCA/WiCAL’S TOP your federal legislators and encourage them to support the
POLICY PRIORITIES Nursing Home Workforce Quality Act, bipartisan legislation
which would provide regulators with more discretion to allow a
Workforce Shortage facility to maintain its CNA training program.
The workforce shortage in Wisconsin’s long-term care
facilities is a serious problem that is getting more severe – MCO Transparency
currently, nearly 1 in 4 caregiver positions remain vacant, Wisconsin’s care providers believe there should be
compared to 1 in 5 positions in 2018. As a result of the greater transparency and stability in the rates Family
fact that nearly 80 percent of our residents’ care is paid by Care MCOs pay providers for the care they deliver. The
Medicare and Medicaid, and more than 70 percent of a significant cuts Wisconsin’s assisted living providers have
facility’s costs are labor-related, Wisconsin’s long-term care sustained in recent years have left providers frustrated
provider community can’t offer competitive wages for our with limited warning or explanation about the rates they
receive, and the lack of any real ability to negotiate
state’s hard-working front-line caregivers compared to other
with MCOs to cover more of their costs for the care they
major employers. All WHCA/WiCAL Members are asked provide. Wisconsin’s Family Care MCOs should be held
to make sure that their legislators are well aware of this accountable for both the sustainability and suitability of
important issue. the provider rates they propose. Contact your legislators
about the need for MCO oversight and accountability.
20Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
Face Time with Legislators – The Most Impactful Method
WHCA/WiCAL is committed to sharing the story of Wisconsin’s long-term care community to make sure that local
and state elected officials, as well as other stakeholders, understand the challenges involved with the workforce
shortage. But the most influential testimony comes from YOU and the staff, residents, and patients you serve!
For more information, visit: www.whcawical.org/legislative
21Wisconsin Health Care Association Wisconsin Center for Assisted Living
ADVOCACY EDUCATION EXCELLENCE.
George F. MacKenzie Scholarhip
The MacKenzie scholarship is named for the late George F. MacKenzie,
a former WHCA Executive Director, WHCA president and former
Administrator of the Wisconsin Division of Health, in honor of his nearly
50 years of dedication to Wisconsin’s long-term care community.
The George F. MacKenzie Scholarship provides financial assistance to
students pursuing a degree related to long-term care and health services. George F. MacKenzie
The Scholarship Has Provided More than $150,000 in Aid!
DID YOU KNOW?
Staff from
WHCA/WiCAL
member facilities, business
partners, and their families
are eligible
WHCA/WiCAL President & CEO John Vander Meer with for scholarships!
George F. MacKenzie scholarship winners at the 2019 CHAASE
awards banquet. John is pictured with student award recipients
Sierra Ballweg, Bethany Hakari, Morgan Rutta, Elisha Ullmer,
and Hanna Zevenbergen.
Application Deadline: December 7, 2020! For more information and to apply, visit:
www.whcawical.org/scholarship
222020 PEAL Curriculum
WiCAL members are encouraged to maximize their membership benefit via participation in the association’s
Performance Excellence in Assisted Living (PEAL) quality advancement program. PEAL is part of the larger Wisconsin
Collaborative Coalition for Excellence in Assisted Living (WCCEAL), which is an initiative of the Wisconsin Department
of Health Services to encourage proactive compliance and recognize assisted living providers who participate in a
DHS-approved, association-based quality initiative.
PEAL is a Baldrige-based program in which facilities first embark on an internal self-analysis of their organization. Upon
establishing foundational elements, participants learn or enhance their performance improvement processes that can
be utilized in clinical and nonclinical performance efforts. Unlike some other programs, there are no additional fees for
members to participate in PEAL.
Participation in PEAL/WCCEAL allows facilities to access critical data comparing their performance and quality to
all other WCCEAL participating facilities, in quality variables and an annual resident satisfaction survey. WCCEAL
is gaining significant recognition and attention, and participation is taking on greater tangible significance. WiCAL
members that do not currently participate in PEAL are encouraged to join their fellow members in this important initiative.
Members wishing to enroll are encouraged to contact Pat Boyer (pat@whcawical.org). Past webinars, programs, and
resources can be found on the webpage dedicated to this program, www.whcawical.org/peal.
2020 Enrollment Periods:
February 1 — March 14
May 1 — June 14
August 1 — September 14
November 1 — December 14
PEAL Session Webinar Calendar
All webinar sessions are held on Thursdays from 1-2 p.m.
Exciting training and education will focus on the utilization of evidence-based standards of performance
management and quality assurance. Webinar topics such as Dementia Care, Workforce Retention,
Medication Management just to name a few are not only great for managers, but are also useful for staff
within the community!
February 26, 2020 April 23, 2020 May 28,2020 July 2, 2020 November 19, 2020
www.whcawical.org/joinpeal
23You can also read
