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Comprehensive Assessment and Plan of Care

February 8, 2018
2:00 – 3:00 pm ET

CE/CME Information

Webinar Description

The comprehensive assessment and plan of care continue to be cited in the top 10 deficiencies by Centers for Medicare and Medicaid Services (CMS) surveyors. This Webinar will offer a fresh approach and new strategies to transform your documentation of the comprehensive assessment and care planning processes by drawing on the expertise of the entire interdisciplinary group (IDG). Whether for a pediatric or adult patient, hospice providers must develop a highly individualized plan of care that can be reviewed and updated based on the patient’s ever-changing condition. This webinar will examine how the IDG performs the initial, comprehensive, and updated comprehensive assessments and utilizes the assessment data to develop each patient’s individualized plan of care.  

Webinar Objectives

At the completion of this webinar, participants will be able to:

  • Discuss the most common survey deficiencies cited by CMS related to the hospice comprehensive assessment and plan of care
  • Describe how to foster and support IDG collaboration in an effort to create strong and consistent clinical record documentation
  • Identify strategies for utilizing data from the  comprehensive assessments to create individualized plans of care


Carrie Coolie, RN, MSN

Carrie is the Chief Operating Officer with Weatherbee Resources. Carrie’s regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie also works directly with clients’ legal counsel in preparation for arbitration and other hearings. She is a registered nurse and holds a Master’s degree from Samford University with a specialty in nursing leadership and healthcare finance.

Lynn Stange, RN, BSN, MA, CHC 

Lynn is the Chief Compliance and Consulting Integrity Officer for Weatherbee Resources. She has held positions in education, infection control, long term care, hospice, risk management, consulting and compliance. Lynn has spent the last 10 years in hospice. Currently, she provides support to hospices in the areas of regulatory compliance and quality initiatives. She has a Bachelors' degree in nursing from Carroll College and a Master’s degree from the University of Phoenix Las Vegas. In 2014, she completed a certification in healthcare compliance - CHC.

Counselor: The National Hospice and Palliative Care has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 6232. Programs that do not qualify for NBCC credit are clearly identified. NHPCO is solely responsible for all aspects of the program. 1 NBCC Clock Hour offered.

Nurse: NHPCO is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation.

NHPCO designates this live activity for a maximum of 1 contact hours. Nurses should claim only the contact hours commensurate with the extent of their participation in the activity. Accredited status by ANCC refers only to continuing nursing education and does not imply endorsement of any commercial product discussed in conjunction with this activity.

Physician: The National Hospice and Palliative Care Organization is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.

NHPCO designates this live activity for a maximum of 1 AMA PRA Category 1 credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Certificate of Participation for Non-physician Healthcare Professionals: For participants* whose disciplines are other than counselor, nurse and physician, you may request a Certificate of Participation for Non-physician Healthcare Professionals to submit to your accrediting bodies/licensing boards for continuing education credit. This certificate will indicate the Webinar was certified for AMA PRA Category 1 Credit(s) TM. It is the responsibility of participants to submit the certificates to their accrediting bodies/licensing boards for approval. Unfortunately, NHPCO cannot guarantee its acceptance. To receive this certificate, you must complete all CE/CME requirements and indicate your desire to receive this certificate on the evaluation form.

*including bereavement professionals, finance professionals, physician assistants, social workers, spiritual care givers, etc.