FSLA ENGAGE Winter 2024

All That

OUR

Winning Team

ADVOCACY THAT WORKS FOR YOU

AND MUCH MORE

Training

EMERGENCY RESPONSE

& EXERCISES

UNMASKING THE MYSTERIES OF

Medicaid

PATIENT RESPONSIBILITY

YOUR TRUSTED SENIOR LIVING RESOURCE

ISSUE 7 | WINTER 2024

SENIOR LIVING:

IOR

We help investors garner the highest ROI possible thanks to our incredible forward-thinking team of industry experts. We not only spot the trends on the horizon, we define the trends before they happen.

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888.433.7794

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BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

Proud Supporter of the Florida Senior Living Association

A MESSAGE

FROM OUR

Board Chair

joe jedlowski, mba/mha President, Distinctive Living

After celebrating the Florida Senior Living Association’s (FSLA) 10th year anniversary, I am honored to extend my greetings as Chairman of FSLA. As we prepare to embark on a new chapter as an organization, I want to share a few thoughts about the pivotal role which the association plays in representing the collective interests of its’members.

The FSLA Board is more than just a governing body; it is a community of dedicated senior living professionals committed to enhancing the lives of senior living residents and fostering a collaborative environment for all member communities. It is my privilege to witness the incredible work being carried out across diverse landscapes, and I am inspired by the shared commitment to excellence that unites us.

The following elements highlight this work:

3. Regulatory Guidance and Compliance: Navigating the regulatory landscape can be complex and confusing, which is why the association plays a pivotal role in providing guidance and support to member staff. By staying abreast of legislative changes and proactively engaging with regulatory bodies, we seek to ensure our communities operate with the highest standards of care and compliance.

4. Professional Development Opportunities: As we look to the future, investing in the professional development of our members remains a top priority. The association is committed to providing relevant training, resources and networking opportunities that empower our community leadership and staff to excel in their roles, ultimately enhancing the quality of life for our residents.

5. Solidifying Our Community Bonds: Florida is not only our geographical home but also the heart of our communities. FSLA strives to strengthen the bonds among and within member communities, fostering a sense of unity and camaraderie. By working together, we amplify our impact and create an environment where every resident can thrive.

In the spirit of unity, I encourage each of you to actively engage with the association, share your insights, and contribute to the collective strength of the communities we serve. Together, we have the power to shape the narrative of senior living in Florida, creating a legacy of care, compassion, and innovation.

Thank you for your unwavering dedication to the mission of FSLA. I am confident that by working hand in hand, we will continue to elevate the standard of senior living across the Sunshine State.

1. Advocacy for Members: In the dynamic and everevolving landscape of senior living, the association is a powerful advocate for each member. We tirelessly champion the interests of our communities, ensuring that the unique challenges and opportunities presented by Florida’s senior living industry are recognized and addressed on a broader stage.

2. Knowledge Exchange and Collaboration: FSLA serves as a hub for knowledge exchange and collaboration within Florida’s senior living world. The wealth of experience within its’ member communities is an invaluable resource; by fostering an environment of openness and cooperation, we empower each other to learn, grow and adapt to the changing needs of senior living residents and employees.

In THIS Issue WINTER 2024

FSLA STAFF Gail Matillo, MPA President & CEO Jason Hand, Esq. VP Public Policy and Legal Affairs Kristin Quirk, MS Membership & Partnership Director

Meredith Van Valkenburgh, MSAFA, CGB, CPM

Project Director Jimmie Fay Griffin, LPN Accounting & Membership Manager

Katherine Upton Education & Engagement Director Executive Editor, ENGAGE Magazine

Immediate Past Chair and Vice Chair: Shelley Esden President and CEO Sonata Senior Living Past Chair: Melinda Skirvin Vice President Five Star Senior Living Past Chair Emeritus: Mary Sue Patchett Secretary: Page Ensor Regional VP of Operations Brookdale Senior Living Treasurer: Lindsey Hacker CEO and CFO Inspired Living

Industry Partner Committee Chair: Matt Depenbrock Director of Business Development Guardian Pharmacy Education Committee Chair: Marisa Strain Director of Quality Assurance SRI Management FSLI Chair: Gwen Thibault Divisional VP of Operations Legend Senior Living

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

a message from the board chair board and leadership retreat

EMERGENCY OPERATIONS emergency response and training exercises

LEGISLATIVE POLICY & LEGAL AFFAIRS 18

effective advocacy

OPERATIONS & REGULATORY 7 12 14

senior living: all that and much more clinical q and a unmasking the mysteries of medicaid patient responsibility ask monica power of partnership

Membership Committee Chairs: Damon Thomas Heidi Kuchenbacker

27 34

Legislative & Regulatory Committee Chairs: Joe Signore Tara Clayton

HUMAN RESOURCE INSIGHTS

Parliamentarian: Robin Khanal, Esq. Partner Quintarios, Prieto, Wood & Boyer, P.A.

Editorial and Business Offices 2292 Wednesday St. Suite 1, Tallahassee, FL 32308 850-496-2562 | floridaseniorliving.org Publisher: Gail Matillo gmatillo@floridaseniorliving.org

Creative Director: Katie Truelove ktcreative@me.com

Executive Editor: Katherine Upton kupton@floridaseniorliving.org

Advertising & Editorial Submissions engage@floridaseniorliving.org

ENGAGE is published quarterly by Florida Senior Living Association, 2292 Wednesday Street, Suite 1, Tallahassee, Florida, 32308. Florida Senior Living member companies receive subscriptions for communities as part of their membership. Free controlled subscriptions are also available to qualified individuals in the senior living business.

POSTMASTER, SEND ADDRESS CHANGES TO: ENGAGE, 2292 Wednesday Street, Suite 1, Tallahassee, Florida, 32308. Printed in USA. Copyright 2022. ENGAGE will not be responsible for the return of any unsolicited manuscripts or photographs.

Copyright © 2024 Florida Senior Living Association. All rights reserved. No part of this publication may be reproduced or transmitted in any form – print, electronic, or otherwise – without written permission from Florida Senior Living Association.

For media inquiries and advertising information, contact engage@floridaseniorliving.org.

Featured on the cover: FSLA VP of Public Policy, Jason Hand, and FSLA Lobbyist, James McFaddin, Southern Group, preparing for the 2024 Legislative Session.

Photo Credit: Katie Truelove, ktcreative

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4 8

21

FSLA EXECUTIVE BOARD OF DIRECTORS Chair: Joe Jedlowski, MBA/MHA President and CEO Distinctive Living

BOARD SPOTLIGHT

23 29

what about a career in senior living on the move

EDUCATION & EVENTS 11 24 31

upcoming education and events exhibit with us! hr workshop review

MEMBERSHIP 10 32

st. mark village named one of america’s best continuing care retirement communities community highlights

Partnership, service, care The Optum care model and UHC Care Advantage Plan provide clinical care, specialized health care benefits and 24/7 telephonic support.

Learn more at optum.com/alc

© 2022 Optum, Inc. All rights reserved. WF6331817 02/22

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The CapTel® Captioned Telephone shows captions of everything a caller says, letting you read anything you cannot hear over the phone. To qualify for a no-cost phone, users only need hearing loss and an Internet connection! If you have difficulty hearing over the phone, contact your local Outreach Educator.

Mickie Oliva 954-415-9469 mickie.oliva@oeius.org

Several phones to choose from — for landlines, Internet, or mobile

FEDERAL LAW PROHIBITS ANYONE BUT REGISTERED USERS WITH HEARING LOSS FROM USING INTERNET PROTOCOL (IP) CAPTIONED TELEPHONES WITH THE CAPTIONS TURNED ON. Advanced speech recognition software is used to process calls, and, in certain circumstances, a live communications assistant may be included on the call. There is a cost for each minute of captions generated, paid from a federally administered fund. No cost is passed on to the CapTel user for using the service. CapTel captioning service is intended exclusively for individuals with hearing loss.

CapTel® is a registered trademark of Ultratec, Inc. The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by Ultratec, Inc. is under license. (v1.7 01-23)

g a i l m at i l lo , m pa

by g a i l m at i l lo

While attending a recent leadership conference, Jason Hand, FSLA’s VP of Public Policy and Legal Affairs, pointed out that most of the presenters didn’t refer to audience members as senior living professionals. Instead, they compared the senior living industry to the hospital industry, the hospitality industry, and the restaurant and lodging industry.

Sometimes we forget the senior living industry encompasses so much more than just care and services. However, this truly is a unique profession that combines so many best practices from many other industries.

Senior living shares similarities with the hospital industry in terms of providing care and support services for older adults, especially those with medical needs. At the same time, we can also draw many parallels from the hospitality industry to senior living communities’ amenities, recreational activities, fun and entertainment, all while providing a community-focused environment for our residents.

Furthermore, many of our senior living communities emphasize wellness programs, promoting health, well-being and happiness.

It certainly isn’t the end of the world to be compared to the restaurant industry, as communities hire 5-star chefs to create experiences that rival many fine dining establishments.

President/CEO Florida Senior Living Association

Communities’ menus include flavorful, nutritious and healthy ingredients showcased by delicious and inspired recipes.

And, in addition to regular dining options, there are countless special occasions filled with competitions, demonstrations and themed events for everyone to enjoy.

With competition from other nearby providers, the changing generational dynamics, and working to provide additional services to keep up with demand, FSLA helps communities with the opportunities and challenges they face in the pursuit of promoting healthy lifestyles and vitality.

Every time I have the opportunity to visit one of the member communities, I love seeing that community’s interpretation of active and engaging lifestyles. I get to see residents enjoying social activities, pursuing hobbies and exploring new interests. From fitness classes to art workshops, book clubs to gardening, pickleball to shopping excursions and much much more, it’s rare to find a senior resident with more options than hours in the day!

At FSLA, we are proud to represent and support Florida’s senior living communities that recognize the importance of enabling residents to enjoy life, independence, choice and dignity. By continuing to advocate for better regulations and policies and by helping our members when they need assistance, we will work to protect your interests as well as the health and well-being of your residents.

If you are not already a member of FSLA, now is a great time to join.

Each of these industries have many benefits, but they also have many challenges unique to their profession. There are numerous rules and regulations for each industry, as well as professional standards and best practices.

Knowing that, it’s no surprise how complicated it can be to ensure the communities are not only following the necessary requirements and regulations on the health care side, but also the standards for the other elements of the overall atmosphere, from food service requirements and beverage licensing to cosmetology requirements for the onsite salon.

YOUR TRUSTED SENIOR LIVING RESOURCE | 7

Board and Leadership by k r i s t i n q u i r k This November, FSLA hosted a Fall Board and Leadership Retreat at the JW Turnberry Resort in Aventura, and it was a major success!

The attendees included FSLA board members, industry experts, and our industry partners, all representing different experiences, companies, skill sets, and knowledge. We came together with a shared commitment to enhance the quality of life for Florida’s seniors, and to figure out what lies ahead.

What made this event incredibly unique is that it was the first time we had exclusively invited our partners to be involved in these particularly important discussions. We only allowed 15 exhibit booths and six sponsorship opportunities. This event also gave our partners the perfect opportunity to showcase their brand amongst a more intimate gathering.

We kicked off the event on Wednesday evening with a large welcome reception and tabletop exhibits, and on Thursday morning, we opened with a powerful keynote speaker: Robert (Bob) Kramer, CEO and Founder of the National Investment Center (NIC).

Bob addressed what our industry will look like in the next several years. He left board members and partners with a lot to think about regarding the future of senior living.

In the beginning of his presentation, he warned us that his presentation 8|

was provocative, and he was right.

Everything he presented was eye opening and he explained that our industry would face many challenges to remain competitive. The audience members gained great insight into what we can expect in the future, who the “new” residents will be, and how we must adjust our business models to adapt to these inevitable changes. This was critical information because these new residents will be living in our communities, and we want to provide them with the upmost quality care and resources.

After the presentation, one of our partners even commented commented that “Bob Kramer’s perspectives, data, and comments were quite thought provoking, and although his presentation seemed terrifying, it was equally enlightening and necessary.”

Next, Jason Hand, Esq., FSLA’s Vice President of Public Policy and Legal Affairs, introduced Representative Tom Fabricio from HD 110. Last legislative session, Representative Fabricio was the co-sponsor of the tort reform bill, and his efforts were greatly appreciated by our team and industry. Alongside our legislative efforts to protect the industry from frivolous claims, having a legislator attend our Fall Board Retreat was very meaningful and significant.

Representative Fabricio’s appearance not only demonstrated his commitment to his constituents,

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

kristin quirk, ms

Director of Membership & Partnership Florida Senior Living Association

but it also gave him the opportunity to gain valuable insights into the challenges senior living communities face as well as why it is vital for our bill to pass this coming legislative session. Representative Fabricio was able to hear firsthand from our larger ALF members, and they had the opportunity to meet him, answer any questions, and educate him about our member communities in Florida.

FSLA advocates for the industry and will continue to help accomplish significant legislation. To understand our efforts, Jason Hand, FSLA’s VP of Public Policy provided legislative updates to members and partners about what has been happening in the House and Senate, what is occurring in the healthcare realm and key issues for 2024. He then explained our tort reform bill for this year’s legislative session, the support we have received from the Florida Legislature and other stakeholders, and how FSLA’s Political Committee is an essential tool to educate legislators and other key leaders in Florida about the issues senior living communities are facing, as well as the benefits senior living communities provide to the state.

FSLA’s 2024 Top Legislative Priority – SB 238: Claims Against Assisted Living Facilities by Sen. Burton (RLakeland).

This bill seeks to address the high frequency of lawsuits against Florida’s ALFs by amending courtroom procedural safeguards to match those applicable to nursing homes.

FSLA just celebrated it’s 10-year anniversary, so to understand what our next 10 years will look like – we created Table Topic Discussions and asked our partners and board members to discuss these wide range of topics collaboratively – • Future Challenges for Communities • What Roles Does Industry Partners Play in Provider’s Success • Technology/AI • Legislative Challenges and Opportunities • Update on Capital Markets • Middle Market/55+ Independent Projections • Occupancy/Sales and Marketing Issues • Senior Living Workforce Future • The Future of Memory Care These discussions were facilitated

by Velma Knowles, CEO, Leaders Pathways, LLC, and a range of our partners.

Thank You to our Sponsors

Board Dinner Sponsor

Board Dinner Sponsor

Welcome Reception Sponsor

Keynote Introduction Sponsor

Breakfast Sponsor

Refreshment Break Sponsor

Each facilitator at the table presented their table’s findings to the entire group. With each group writing their thoughts on a large flip chart, our team was able to collect and compile all insights and ideas that were generated amongst our members and partners. Thus, it allowed us to have a great idea of the future predictions and trends that we will be sure to see and left us with a much better perspective of what our members are faced with. Following the explained thought process of each table’s facilitator, it was amazing to see the insight and feedback from the other groups.

With the casual discussions, we were able to create a comfortable environment that allowed board members and partners to speak openly and honestly, and we believe the activities throughout this event fostered a profound sense of inclusivity and connection.

FSLA’s Fall Board Retreat was truly a remarkable success. As the event drew to an end, it was apparent that there was an evident sense of accomplishment and optimism amongst our participants. I think each one of us left this retreat feeling more prepared for our futures, more unified as one voice, and even more committed to embracing innovation and solutions in the very evolving future of senior living and aging services.

In all, FSLA was proud to host this event, and we believe it left our attendees invigorated and inspired.

FSLA’s team could not be more excited to host next year’s event and include all members.

Thank you to all who attended and for your tremendous support. We can’t wait to see you at our next one!

Thank You

Testimonials

Guardian Pharmacy August Health Blue Team Amba LightSpeed Group Inc. Tooth Fairy Mobile Dental Service Mortellaro Law Nona Scientific Toi Labs KARE JRC Roofing, Inc. OneRallyPoint NovoPharm 4M Building Solutions ECP Assisted Living Software Select Rehabilitation Patriot Angels

“Thank you all so very much for putting together what I thought was a fantastic event.

Intimate, informative, infused with a spirit of collaboration and partnership...it was great.

And as for you, Mr. Kramer, I have already quoted you in three separate conversations I have had! Your presentation was not only provocative - mission accomplished, but incredibly informative and eye-opening. I am thankful I had the opportunity to hear you share your wisdom and insights.”

to our Exhibitors

Robert Rubenstein, Chief Strategy Officer, Blue Team

“FSLA continues to hold the highest standards in Senior Living Leadership. I am amazed at the out of the box thinking FSLA provides their members. For the first time, FSLA invited their industry partners to FSLAs fall board retreat.

What a great time networking, dining, and brainstorming with the FSLA board members, staff, and the other industry partners. I learned a lot from the keynote speaker, Robert (Bob) Kramer. He left us ALL with a lot to think about in how the senior living industry will continue to evolve. “ Darren Thacker, Community Services Director, NovoPharm Pharmacy Services

YOUR TRUSTED SENIOR LIVING RESOURCE | 9

Upcoming

EDUCATION Events

k at h e r i n e u p to n

Director of Education & Engagement, Executive Editor of ENGAGE Florida Senior Living Association

by k at h e r i n e u p to n

St. Mark Village Named One Of America’s Best Continuing Care Retirement Communities 2024 List Florida Senior Living Association Member community, St. Mark Village has been named #1 CCRC in Pinellas County, #4 in the state of Florida and #22 in the Nation by Newsweek’s list of America’s Best.

This prestigious award is presented

by Newsweek and Statista Inc., the world-leading statistics portal and industry ranking provider.

The awards list was announced on November 29th, 2023, and can currently be viewed on Newsweek’s website and by scanning the QR code above.

Continuing Care Retirement Communities (CCRCs) are facilities that offer long-term care options, allowing residents to access higherlevel care when medical needs progress. The communities include Independent Living, Assisted Living, Skilled Nursing Care, and Memory Care, most times on the same campus.

To provide people looking for guidance on CCRCs with a 10 |

comprehensive resource for informed decision making, Statista and Newsweek have partnered for the first time to award America’s Best Continuing Care Retirement Communities 2024. The list is based on three data sources: 1. National Online Surveys: Surveys from medical professionals (e.g., registered nurses, therapists, and physicians) and staff working in the management/ administration, acquaintances of residents and residents living in CCRCs, etc.

2. Quality Dimension Score: For each recommended CCRC, participants were asked to rate the eight quality dimensions on a scale from 1 to 10.

3. Accreditations: Commission on Accreditation of Rehabilitation Facilities (CARF), accreditations relevant for Continuing Care Retirement Communities were considered.

“We are humbled and excited to

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

add this accolade to our list of awards,” said President & CEO Jeff Gorddard. “It is a privilege to work alongside such talented team members at St. Mark Village. They are incredibly dedicated to serving our residents and our community.

To anyone interested in learning more about senior living, come see for yourself what makes St. Mark Village so special.”

St. Mark Village recently earned a five-star rating in all three healthcare categories by the Centers for Medicare & Medicaid Services (CMS). The organization was also recognized by U.S. News & World Report as a 20232024 Best Independent Living, Memory Care, and Continuing Care Retirement Community in 2023.

To learn more about St. Mark Village, the lifestyle, and amenities available, the continuum of care, life care promise, and recent accolades earned, visit stmarkvillage.org.

FSLA is committed to offering comprehensive education opportunities to our members, striving to provide courses which are relevant to the senior living professional’s needs. FSLA’s professional development programs help providers maintain compliance with licensing regulations and offer opportunities for learning about new research and developments in caring for an aging population.

FSLA’s online educational programs, in partnership with ALF Trainer Monica Wilson of ICE Bridge LLC, provide the required ALF core training, 12-hour refresher, and additional quizzes for ALF Administrators and staff members. In addition to the annual senior living conference, FSLA hosts an annual legislative advocacy workshop, annual maintenance workshop, and an annual senior living retreat with our neighboring state associations.

FSLA hosts virtual educational webinars at a discount to its members’ staff to deliver necessary CEUs and specialized training in hot topics. FSLA’s Lunch N’ Learn Series are 1-hour webinars which provide the opportunity to take a quick monthly educational lunch break while earning 1 CEU.

FSLA also hosts the monthly Cocktails & Conversations series, a free after-hours networking webinar hosted alongside Trestle Hospitality Concepts founder, Aaron Fish. These virtual networking events quick education from professionals in the senior living industry as well as the opportunity to converse and make new connections across the industry, all the while watching the crafting of a unique cocktail. Recipes are sent out in advance to those who RSVP, so craft along if you wish!

This year, FSLA is traveling regionally across the state to share valuable information with our members.These meetings allow the team to visit member communities, engage with staff and residents, discuss hot topics and trends within senior living, and provide educational opportunities to members. As a bonus, these meetings also provide continuing education credits. The Regional Meeting agenda includes regulatory and legislative updates, an educational presentation, details on FSLA’s grant-funded CNA training and current educational events and offerings, all while networking with other senior living professionals in your region. Keep an eye out for FSLA’s next regional meeting in your area. We can’t wait to see you!

• • • • •

2024 Leadership Program Commencement: Jan. 16, 2024 Legislative Advocacy Days: Jan. 16-18, 2024 Spring 2024 Maintenance Workshop: Feb. 6, 2024 2024 Senior Living Retreat: March 13-15, 2024 2024 Engage Conference: July 10-12, 2024

Upcoming Lunch N’ Learn Webinars • Jan. 31, 2024 Taking Direction from Data to improve Operations, FSLA Industry Partner August Health • February 21, 2024 Record Keeping, Monica Wilson, ALF Core Trainer, Ice Bridge LLC • March 13, 2024 Avoiding Depositions & Managing Documentation, Brian Bursa, Ullman Bursa Law • April 3, 2024 Baldridge Framework for Performance Healthcare Kelly Smith, Q3HC

LEARN ON YOUR OWN SCHEDULE! FSLA’s webinars and education events are now available to stream on-demand!

floridaseniorliving.org/webinars

CLINICAL

Q&A

by j i m m i e fay g r i f f i n , l p n

j i m m i e fay g r i f f i n , l p n

Clinical Advisor, Accounting & Membership Manager Florida Senior Living Association

Q: Can a Med-Tech administer

morphine drops if the doctor’s order is not as needed, or PRN?

A

: Morphine is a controlled substance and administration may not be delegated to a non-licensed individual. This is defined in the Nurse Practice Act: Per F.S. 464.0156(2)(c), a registered nurse may not delegate the administration of any controlled substance listed in Schedule II, Schedule III, or Schedule IV of s.

These are examples of inquiries we receive from our membership.

As the staff Clinical Advisor, I often hear, “I know this is probably a dumb question, BUT…” I immediately remind them the only foolish question is the one not asked!

My goal is to help everyone be successful, and guess what?

Sometimes I learn from my own research. Those of us within the industry know that the rules and

893.03 or 21 U.S.C. s. 8112, except for the administration of an insulin syringe that is prefilled with the proper dosage by a pharmacist or an insulin pen that is pre-filled by the manufacturer.

Q:

If an independent family member, such as a spouse, is living in an apartment with a resident who needs assistance, does the independent family member have to be counted toward our assisted living bed census? regulations of assisted living are in a constant state of flux, and it can be very challenging to keep up with the changes.

A: No, an independent family

member is not part of your assisted living bed count; however, you do need a document (1823) on record from a physician indicating they are totally independent. Reaching out to FSLA saved this community from having to request an increase in their licensure which, in turn, eliminated time and unnecessary expenditures.

and member services. If you are interested in being part of an FSLA Committee, please scan the QR code to apply:

With inquiries like these playing a vital part of our membership’s dayto-day operations, FSLA is in the process of developing an official Clinical Committee on our Board of Directors to work alongside a Membership, Industry Partner, and Education Committee to advise the association’s operations JOIN US FOR A FUN MONTHLY NETWORKING OPPORTUNITY! RSVP ON OUR WEBSITE FOR FUTURE EVENTS: FLORIDASENIORLIVING.ORG

POWERED BY

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BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

YOUR TRUSTED SENIOR LIVING RESOURCE | 13

UNMASKING the MYSTERIES of MEDICAID Patient Responsibility in Florida Assisted Living

julie ann k e m m a n , c p co

President, Health Care Professional Consulting Services, Inc.

by j u l i e a n n k e m m a n , c p co

Different people, including operators and residents, often have questions about Medicaid patient responsibility, share of cost or personal needs allowance. Sometimes the formula or terms used to define patient responsibility are confusing, and some people may not understand a resident might have to pay a portion of the personal care component for assisted living services.

The following questions and answers may help address and simplify the mystery of Medicaid patient responsibility in an assisted living facility setting.

Are Patient Responsibility and Share of Cost the same thing?

Even though many people use these two terms interchangeably, patient responsibility and share of cost are not the same thing, especially in an ALF or another long-term care setting.

The terms “patient responsibility” and “patient liability” are used to refer to the amount of the individual’s 14 |

income that must be paid toward the cost of Medicaid services in a care setting, such as the Home and Community Based Services program of ALF personal care services or long term care skilled nursing setting. This is determined by the Department of Children and Families (DCF) at the time of Medicaid application or renewal.

The term “share of cost” is used to refer to the amount of medical expenses a non-ALF resident must incur before DCF can determine the individual eligible for the Medicaid “Medically Needy” program.

A recipient must submit the appropriate medical bills before DCF can determine the individual has met their “share of cost” and is eligible for the program.

Do Long-Term Care (LTC) plans use patient responsibility to reduce payments to ALFs when enrollees are living in the facility?

LTC plans do reduce payments to assisted living communities

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

by the amount of the enrollee’s patient responsibility. Currently, the contract between ALF communities and many of the State Medicaid Managed Care (SMMC) plans indicate patient responsibility is part of the calculation to determine actual reimbursement to the ALF. Other SMMC plans may request or implement a post payment audit to validate the flat contract amount for the ALF resident or recoup funds if the ALF has been over reimbursed. It is important to track expected reimbursement from the Medicaid Managed Care plans because each resident’s reimbursement may vary depending on their income and the formula based on room and board rate.

medical expense deduction (UMED). UMED is any premium, deductible or coinsurance charge for health insurance coverage; or other incurred medical expenses approved

by DCF based on a 6-month review cycle.

More information about UMED and other Florida SSI Related Medicaid Programs are available at https://www.myflfamilies.com/ sites/default/files/2023-02/ssifactsheet.pdf (QR Code Below) DCF determines the personal needs allowance (PNA) by taking the monthly amount of the basic ALF room and board for that resident and adding 20% of the current year Federal Poverty Level (FPL). The FPL for an individual during 2023 is $1,215 and 20% of this amount is $243.

To calculate patient responsibility for a Medicaid recipient residing in an ALF, DCF reduces the enrollee’s total gross income by the amount of their personal needs allowance.

Are you struggling with the ongoing labor shortage Paychex HR can help with h finding and keeping top employees.

Contact me to learn how Paula Melley pmelley@paychex.com com 561.757.0245

How does DCF know the LTC enrollee room & board cost?

The case manager of each SMMC plan is required to complete DCF form CF ES 2515 “Certification of Enrollment Status Home and Community Based Services” (HCBS).

The ALF’s published room and board rate is entered in Section VII (e) of this form, and DCF will calculate the enrollee’s patient responsibility accordingly. The new amount of the personal needs allowance will be reflected based on this updated ALF monthly room and board rate. https://ahca.myflorida.com/medicaid/statewide_mc/index.shtml

How does DCF determine the ALF patient responsibility?

When a Medicaid recipient resides in an ALF, the key components of patient responsibility are the amounts of the resident’s income, their personal needs allowance (PNA), and any uncovered

More information about UMED and other Florida SSI Related Medicaid Programs YOUR TRUSTED SENIOR LIVING RESOURCE | 15

Aid and Attendance is a VA pension program designed to help supplement the cost of long-term care for Veterans and their spouses that meet specific VA requirements. This pension can be used to offset the cost of long-term care and make senior care more affordable than ever!

T H E

C O L O N N A D E

Married Veteran Surviving Spouse Veteran Married to Veteran

But that’s okay with her – she’s grateful she had an extra to give and make the nearly impossible possible.

In Tampa’s Colonnade at Carrollwood, Maribel is the Executive Director. She helps make nearly all things possible for her Assisted Living community residents.

She’s a local hero of sorts.

Without a cape or superhero getup, she walks the halls and speaks to each resident by name. She knows their backstory; they know hers. Maribel is present in each moment and in each interaction because she cares.

“The residents and team here are my family,” Maribel said. “It’s that simple. It sounds corny and over the top, but they are family.”

Maribel has an intangible gift of being where she needs to be at the right time.

She has a special gift of a genuine love of people, wrapped in empathy, tied neatly with a bow of pure curiosity. To say she cares about people is an understatement. People, specifically her residents, are what make her whole.

But there’s another gift. A gift so precious, so delicate, only the recipient can truly understand its importance.

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BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

C A R R O L L W O O D

maribel’s gift Maribel Vazquez has only one kidney.

Single Veteran

A T

It’s the gift of life.

In 2020, Maribel’s brother, Tomas, needed a kidney transplant. Without it, the inevitable would happen.

Maribel’s brother, Tomas, would die.

“If I was a match, Tomas was getting my kidney,” Maribel said. “He is more than my brother. He’s been my best friend ever since we’ve known one another.

Our bond is special.”

She was a match and volunteered to be a donor. On October 1, 2020, under the bright lights of an operating room and a scalpel, she gave Tomas what he needed the most: Turning the impossible into the possible with a second chance in life.

A little over three years have passed since the transplant, and the two are in good spirits and relatively good health, though Tomas has lost both legs due to health complications. But in Maribel’s special way, she turns a negative into a positive.

“Tomas has been blessed with prosthetics and can now drive and walk again.”

They were close before the surgery; now, the two are inseparable.

And Maribel wouldn’t have it any other way.

hear from maribel

Scan this QR code, or visit the link www.srimgt.link/maribel to see the special relationship Maribel and Tomas share.

YOUR TRUSTED SENIOR LIVING RESOURCE | 17

AND

Effective Advocacy

A WINNING TEAM

Why Contribute to FSLA’s PC

ja s o n h a n d

by ja s o n h a n d

Meet FSLA’s Lobbying Team Gail Matillo

Jason Hand James McFaddin Paul Mitchell Monte Stevens Rachel Cone Chris Dudley

Clark Smith

Jared Torres 18 |

In 2012, founding association board members hired James McFaddin from The Southern Group as FSLA’s contracted lobbyist to kick start legislative efforts. Since that time, FSLA and The Southern Group have worked to pass the following flagship legislation and supported many other bills that benefitted the ALF profession: Addition of assistive devices to be used in ALFs (2020)

Comprehensive ALF industry reform package (2015)

HB 767

HB 965

Modernization rewrite of the ALF fire and life safety statutes (2016)

SB 72

COVID liability protections bill (2021)

SB 622

Regulation of unlicensed ALFs (2018)

SB 7014

Extension of the COVID liability protections bill (2022)

HB1001

Today, as FSLA’s membership has grown to 475 members, including more than 450 communities with the privilege of serving over 37,000 residents, FSLA’s lobbying team has likewise grown to nine registered lobbyists whose mission is to represent and advocate for the interests of FSLA’s members. Additionally, The Southern Group – named the 2021 Lobbying Firm of the Year by Influence Magazine - has us covered with their entire team of 32 lobbyists available to FSLA as needed.

If you care about having an impact on ALF regulation and legislation in Florida, FSLA’s advocacy team is a must-have in your corner!

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

strength in numbers

As a member of FSLA, you can expect the association to advocate on your behalf, support and protect the profession, and continuously work to achieve positive changes in the industry. One of the ways we do that is via campaign and political contributions.

Our Political Committee, FSL PC is an essential tool to educate legislators and other key leaders in Florida about tough issues facing senior living communities and the many benefits brought to the state by these communities. If you desire to be an effective advocate, contributions to the FSL PC must be one of the first things on your company’s mind.

VP of Public Policy & Legal Affairs Florida Senior Living Association

The FSL PC is a vital tool used to strengthen relationships with candidates and elected officials who help advance the association’s advocacy agenda and who support the issues that matter most to our membership.

Help us continue to protect Florida’s senior living communities and the substantive investments you have made in them by contributing to the FSLA PC. Your financial contributions ensure our voice will be heard loud and clear throughout the halls in Tallahassee and the entire state.

Historically, Florida Health Care Association by far has funded and used their PC at a much higher

dollar amount than FSLA, Florida Assisted Living Association (FALA) or LeadingAge Florida. However, FALA and LeadingAge Florida have been increasing the size of their PCs in recent years. This, coupled with the increased substantive issues facing the senior living industry in the coming years means it is critical that our membership and other stakeholders continue to not only provide political contributions to the FSL PC, but increase that support to ensure continued effective advocacy!

We can’t do this without your continued financial support. Every contribution is an investment in your career, your association, and the future success of our industry!

There are

3,043 116,288

licensed ALFs in Florida, serving

ENRICHED resident experience

strengthened communitites

beds.

FSLA’s Advocacy

exclusively focuses on

Professionally Managed ALF communities.

1,000

There are more than

in Florida.

The true strength of our member communities is our residents.

Florida’s professionally managed ALF communities represent

94,971 82% That’s

IMPACT OF

OUR INDUSTRY WINS WHEN WE WORK TOGETHER LEGISLATIVE AND REGULATORY

We work hard for Providers, Staff and Residents!

With your support and membership, together we can continue making an impact!

GIVE TODAY

SUCCESSES

empowered staff success

enhanced marketplace competitiveness

resident beds.

of ALL resident beds in Florida!

YOUR TRUSTED SENIOR LIVING RESOURCE | 19

ACCESS.

Emergency Response Training and Exercises

ADVOCACY. INFLUENCE.

by m o n i c a w i l s o n With the adoption of Florida’s revised Minimum Emergency Management Planning Criteria for Assisted Living Facilities1, there are additional, more specific training and exercise requirements our Comprehensive Emergency Management Plan (CEMP) must address to increase awareness by staff, third party providers and residents of potential emergencies and response plans.

The CEMP must address how and when staff members will be trained on their emergency roles and responsibilities as well as identify a schedule to exercise all parts of the plan at least twice each year (increased from the previous requirement of once per year).

The CEMP should also address: • Procedures for informing third party providers about expectations for their roles and responsibilities during an emergency; and • A process for conducting afteraction reports and integrating lessons learned into future iterations of the plan.

7 OFFICES FUEL OUR REACH ACROSS THE STATE OF FLORIDA TALLAHASSEE JACKSONVILLE ORLANDO TAMPA BAY

35+ 20 |

SOUTH FLORIDA FLORIDA KEYS BROWARD

400+

LOBBYISTS OF EXPERIENCE BOLDLY DEFINING THE YEARS FUTURE OF SENIOR LIVING

7 MARKETS

Conducting regular exercises provides the opportunity to test and validate the plan through simulation and drills. We can use various types of exercises2 to practice our emergency response plans, including: • Walkthroughs, workshops or orientation seminars: basic training on roles and responsibilities to familiarize team members on the overall plan or response, as well as life safety equipment, features and practices within the community; • Tabletop exercises: facilitated

•

discussions about how to respond to a hazard or scenario; and Functional exercises: simulation of processes to practice duties that are necessary in each response or scenario.

Building a Robust Exercise Program Make Exercises a Habit • Embrace the “Exercise as Routine” Mindset: Treat CEMP exercises like a regular health routine – monthly drills keep preparedness top-ofmind. Develop a calendar to exercise identified hazards and vulnerabilities; and • Keep Exercises Manageable: Implement exercises in phases, starting with leadership and management teams. Provide guidance and support as managers conduct exercises within their respective teams.

Scenario-Based Practices • Realistic Threats and Hazards: Identify potential emergencies based on the community’s actual vulnerabilities, threats, and hazards. Craft realistic scenarios to practice responses; • Simulated Response: Create a simulated emergency environment where stakeholders can practice their assigned tasks and responsibilities. This allows them to experience the situation firsthand and identify potential challenges; and • Observation and Evaluation: Closely observe team performance during exercises, identifying areas for improvement in individual skills and overall response coordination.

Continuous Improvement • Learn from Experience: Analyze and incorporate lessons learned from each exercise into future CEMP revisions. This ensures the plan continuously evolves and adapts to address emerging challenges; and • Engage Residents: Actively involve residents in discussions and reviews of emergency

response plans. Schedule regular sessions during resident meetings or dedicate specific sessions to review and discuss emergency responses. This builds confidence and empowers residents to contribute to their own safety.

Remember: • Tailor exercises to specific hazards and vulnerabilities.

Higher-risk or more likely scenarios might require more frequent drills, potentially utilizing functional exercises for deeper practice.

• Incorporate diverse exercise formats (e.g., walkthroughs, tabletop discussions, drills, functional simulations) to engage all stakeholders effectively.

• Celebrate successes and acknowledge improvements made through exercises. This reinforces positive behaviors, expectations and encourages continued participation.

By implementing a robust community emergency exercise program, we can cultivate a culture of preparedness, proactively address potential vulnerabilities, and demonstrate regulatory compliance.

AHCA Form 3180 – 5006, September 2003, effective 11/23/2023 2 U.S. Department of Homeland Security.

(2023, September 7) Exercises. Ready.gov.

Accessed 12/5/2023: https://www.ready. gov/business/training/testing-exercise/ exercises 1

monica wilson, ms ICEBridge, LLC

YOUR TRUSTED SENIOR LIVING RESOURCE | 21

CNA TRAINING

by g a i l m at i l lo

FOR NEW AND CURRENT ALF EMPLOYEES

Training includes an online program with course materials, clinical test skills preparation, and paid Prometric test.

Each facility may have four (4) learners enrolled at one time.

THREE LEARNING TRACKS AVAILABLE

Recently, an article in Fortune magazine caught my eye, proclaiming the “Fastest-growing job in the U.S. pays up to $103K a year without a college degree— but candidates have to endure extreme weather and lug 50 pounds of gear up long ladders to confined spaces.”

“WOW,” I thought. “What kind of job is that?”

The author of the article, Orianna Rosa Royle, said 70 percent of jobs could be replaced by AI within the next 10 years, which means workers today need to focus on which occupations will still be in demand.”

TEAL TRACK

for Experienced Staff

SILVER TRACK

CORAL TRACK

for All ALF Staff

for Newer Staff

Online Learning Management System

Google Classroom Setting

Weekend “Boot Camp” training for 8-16 learners.

75-Hour Online Training Course

2-7 Week Online Training Course

•

•

• • •

CNA overview: Basic nursing skills, Client Rights, Communication, Legal and ethical behaviors, and Spiritual and Cultural Issues Online coaching for test prep CNA Practice Written Exams CNA Clinical Skills Review

• •

• • •

CNA Prometric material overview Basic nursing skills, Client Rights, Communication, Legal and ethical behaviors, and Spiritual and Cultural Issues Online coaching for test prep CNA Practice Written Exams CNA Clinical Skills Review

Ready to Learn?

SIGN UP NOW

flseniorlivinginstitute.org/cna-training

Requirements

• • •

Dedicated Classroom for up to 16 Weekend Learners.

Two Dedicated Testing Rooms on Monday and Tuesday Qualify Testing Rooms for In-Facility Testing (IFT) with assistance from FSLI. WI-FI connection for written computer testing.

Training Map • • • • • •

Community qualifies for program at least four weeks prior to Boot Camp.

Students must register in Prometric for CNA exam three weeks prior to Boot Camp.

Students review and study online in the weeks prior to Boot Camp.

Students receive textbooks 1 week prior to Boot Camp.

Students complete Boot Camp on a Saturday and Sunday.

8 Max Learners for Written and Clinical Skills Exam on the next Monday and Tuesday.

Immediately, I thought, what about a career in senior living? What a great opportunity to choose a career path that will have job security, pay an attractive salary, and provide the satisfaction of knowing you are doing something to help the lives of those you care for each day!

Back to this $103,000 per year position in which candidates must be able to endure extreme weather conditions and lug 50 pounds of gear up long ladders in confined spaces. In case you hadn’t already guessed, the fastest growing occupation in America right now is wind turbine technicians.

Don’t get me wrong, that’s a great profession for people who like technology, like to be outside, and who can lug up to 50 pounds up long ladders without being claustrophobic.

But, for people who don’t necessarily want to climb a long ladder carrying an extra 50 pounds but who would still like to have a secure career path forward, Senior Living looks like an attractive career choice. With an aging population, the demand for health care providers will only increase in the coming decade.

According to Robert Kramer, CEO and Founder of the National Investment Center, “The country is not prepared for the influx of baby boomers who will be turning 85 and needing additional care and services.” In fact, the Fortune article says five of the 10 fastestgrowing jobs in America are in the health care industry.

Nurse practitioner is ranked the second fastest growing occupation. Someone in this position can expect to make a six-figure salary with a projected growth rate of 44.5 percent in the next 10 years. Other medical and health services positions, such as epidemiologists, physician assistants, and physical therapist assistants, are sixth on the list and are expected to grow by more than

25 percent. Software developer has dropped to 10th on the list.

Senior living also offers incredible opportunities for upward mobility.

If you’re willing to learn and put in the work, a job as a dining room server might eventually lead to an opportunity to earn a CNA license, become a resident care aide, or even move into a leadership position. If this sounds like something you want to pursue, check out our professional development opportunities page on our website or speak to your supervisor about our free CNA training. We can’t wait to celebrate your professional growth.

g a i l m at i l lo , m pa President/CEO Florida Senior Living Association

flseniorlivinginstitute.org | (850) 755-6583 | meredith@floridaseniorliving.org 22 |

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

YOUR TRUSTED SENIOR LIVING RESOURCE | 23

EXHIBIT MAP

JULY 10-12, 2024 THE RITZ CARLTON ORLANDO, FL

floridaseniorliving.org/conference

WHY EXHIBIT? The Florida Senior Living Association Annual Conference attracts more than 450 senior living professionals each year including C-suite, regional directors, executive directors, sales and marketing, clinical staff, operations, maintenance and more. The conference provides attendees with the most up to date information, including the latest in technology,

regulations, care and services, plus new ideas to make their work lives manageable. There’s lots of fun, food and events throughout the entire three-day event and it's an excellent opportunity to break the barrier with new clients and build relationships with existing patrons.

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WHAT’S INCLUDED • • • • • • • •

•

Dedicated blocks of show times to maximize networking opportunities Opportunities to attend educational sessions and engage with participants during events. See schedule of events inside prospectus.

Total space of one 8’X10’ booth with 8’ back wall drapes and social distanced side drapes/rails. One 6’ skirted table, two chairs, and one wastebasket with signage.

One All Access Pass, full conference registration, which includes meals and Fun Night attendance (additional meal and Fun Night tickets may be purchased).

Three name badges for exhibit staff (additional available for purchase) Two drink tickets to Welcome Opening Cocktail Party Listing on Florida Senior Living Association conference website FSLA Industry Partner Member Benefit: opportunity to participate in a networking event “Reverse Trade Show” with FSLA board members. Non-member exhibitors can participate for an additional fee of $500. (Space is limited and registration is required to attend.)

Exhibitors are welcome to attend breakout sessions and network with attendees outside exhibit hours.

RESERVED

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32

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8

9

10

11

12

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6

5

4

3

2

RESERVED

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85

PREMIUM

PUPPY PIT

Reserve Your Booth!

Sponsorship Prospectus

floridaseniorliving.org/conference 24 |

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

YOUR TRUSTED SENIOR LIVING RESOURCE | 25

DELIVERING MORE THAN MEDICINE

monica wilson, ms ICEBridge, LLC

Have a question about assisted living operations?

Ask Monica: Monica@icebridgetraining.com Monica Wilson is registered with the Florida Agency for Health Care Administration (AHCA) as an Assisted Living Core training provider and with the Florida Department of Elder Affairs as an Alzheimer’s disease and related disorders training provider.

She is an experienced administrator, trainer, facilitator, and educator with a passion for older adults, technology and connecting people and processes.

TO SENIOR LIVING COMMUNITIES ACROSS FLORIDA

Do all employees need the one-hour Alzheimer’s and Related Forms of Dementia training provided by the Department of Elder Affairs, or are we only required to have direct care staff complete the training?

Effective July 1, 2023, employees who provide personal care or who have regular contact with residents must complete a one-hour training provided by the Florida Department of Elder Affairs within 30 days of employment. The department made the one-hour training available on November 21, 2023. All employees hired after July 1, 2023 should have completed this training at this time.

Safety. Efficiency. Results. At Guardian, we understand the challenges today’s senior living operators face in providing care for residents with increasingly diverse and complex medical needs.

That’s why our approach goes beyond just delivering medication; we’re committed to helping enhance medication adherence, improve workflows, and reduce hospitalizations. With this focus on safety, efficiency, and results, our local pharmacy teams partner with you to design a comprehensive medication management program tailored to the individual needs of your community. And that’s just the beginning.

With integrated technologies, deep local market insights, and dedicated personal support, we’re reimagining the role of a pharmacy services partner for senior living operators across Florida.

Jacksonville

904.345.4304

Tampa

727.366.6766

Orlando

863.670.7554

Southwest Florida 727.366.6766

Daytona

386.944.6201 Discover more at: guardianpharmacy.com/seniorliving Reimagining Medication Management. Transforming Senior Care.

Southeast Florida

Employees hired prior to July 1, 2023 have until July 1, 2026 to

complete the training required by s.430.5025, F.S. if it was not previously required.

Do we have to complete the training from the Department of Elder Affairs or can we have our staff complete one hour of training in person or using our learning management system on the required topics: understanding the basics about the most common forms of dementia, how to identify the signs and symptoms of dementia, and skills for communicating and interacting with persons with Alzheimer’s disease or related forms of dementia?

To fulfill the statutory requirement, the Alzheimer’s and Related Forms of Dementia training must be completed by viewing the Department of Elder Affairs’ one-hour online training which is provided at no cost. Once employees view the video, each employee must complete and submit an online form to the department. Employees should indicate they want a copy of the form (which serves as their certificate of completion) emailed to them and should provide their employer with a copy for their employee record.

FSLA Education: Right at Your Fingertips!

We are committed to offering excellent education opportunities. You can access ALF Core Training, Professional Development, Continuing Education, Webinars, Cocktails and Conversations, Upcoming Events and more on our Education page!

floridaseniorliving.org/education

561.756.3909

Gulf Coast

850.718.7651 YOUR TRUSTED SENIOR LIVING RESOURCE | 27

FOLLOWING THE RECIPE

RUI’s Systems, Signature Programs, and Strategic Growth Retirement Unlimited, Inc. (RUI) is owned and operated by the Virginia families of Fralin and Waldron. Led by its third generation of Fralins and second generation of Waldrons, RUI currently has 59 senior living communities throughout the east coast with several active development projects. Their communities offer independent living, assisted living, and memory care – Inspiritás as well as a full spectrum of life enrichment programs.

The RUI Recipe

Over its 40-year history, RUI has developed a set of best practices and procedures that make up what is called the RUI Recipe. This recipe includes specially curated systems in each department that have had proven success. These methods are centered around the needs of each community, making the Executive Director a key player in identifying needs and developing solutions based on the ingredients featured in the RUI Recipe.

“We have taken steps to make our company an Executive Director-centered model,” said Doris-Ellie Sullivan, President of RUI. “Each Executive Director and department head it equipped with the tools of the RUI recipe. It’s important to have these key methods at the foundation of our work so that our systems are aligned across the entire company.”

28 |

kristin quirk, ms

Director of Membership & Partnership Florida Senior Living Association

by k r i s t i n q u i r k

Jay Mandra Named Guardian Pharmacy of Southwest Florida President

Signature Programs

RUI’s Signature Programs provide not only luxurious amenities but also life enriching programming that work together to fulfill the company’s mission “to deliver a lifestyle that residents have earned and deserve.” These programs range from personalized concierge services to lifelong learning classes to pet care services, each designed to give residents a premiere community living experience.

These offerings include: RUI University, lifelong learning program Taste of RUI, culinary experience, catering, and events RUI FIT, on-site gyms, therapy services, and personal trainer Leash on Life, pet concierge services LUXE Unlimited Salon and Spa, massage and beauty service Care Impact, personalized care program, private duty Inspiritás - memory care with specialized programming

CAREER CHANGES IN SENIOR LIVING

Strategic Growth

Retirement Unlimited, Inc (RUI) has experienced a year of immense strategic growth with the acquisition of 39 communities throughout the entire 2023 year. The company has more than doubled in size now totaling 57 communities across the East Coast.

A majority of these new acquisitions come from an integration of the entire established Brandywine Living portfolio under RUI’s management while others come from the management acquisition of communities that now fall under the company’s Elancé Luxury Living brand.

“We are focused on strategic growth,” says Doris-Ellie Sullivan, RUI’s President. “With our partnerships and focused vision, we have taken steps to enhance our company’s offerings while expanding our locations.”

The company now features over 6,600 total Independent living, Assisted living, and Inspiritás – memory care apartments stretching across the states of Florida, North Carolina, Virginia, Maryland, Delaware, Pennsylvania, New York, New Jersey, and Connecticut. The company looks forward to enriching the lives of seniors across the east coast. Visit rui.net to learn more.

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

Guardian Pharmacy of Southwest Florida, a member of Guardian Pharmacy Services, one of the nation’s largest and most innovative long-term care pharmacy companies, today announced Jay Mandra, Pharm.D., as its new president.

An experienced healthcare leader with a background in long-term care (LTC) pharmacy operations, Jay will oversee all aspects of daily operations, cultivate customer relationships, and assist with the company’s overall growth. From its 10,000 square foot state-of-the-art pharmacy located in North Port, they serve residents in assisted living and behavioral health communities as well as individuals

with intellectual and developmental disabilities across the region from Sarasota to Fort Myers.

Mike Klein, former president and founder of Guardian Pharmacy of Southwest Florida, remains actively involved in pharmacy operations.

Before joining Guardian Pharmacy of Southwest Florida, Jay served as executive vice president and acting chief operating officer at Symbria, where he oversaw pharmacy and therapy operations and led the company through a period of remarkable growth. Jay earned his Doctor of Pharmacy degree from the University of Illinois at Chicago.

“I am thrilled to step into this role and be part of the legacy that Mike Klein and his late sister, Mary Crowe, have built—a pharmacy renowned for providing exceptional care,” said Jay Mandra, president of Guardian Pharmacy of Southwest Florida.

“The commitment to customer service and care at Guardian Pharmacy of Southwest Florida sets us apart. Together, our dedicated team will continue to exceed the expectations of those we serve and maintain our reputation as the

Jay Mandra,

New President, Guardian Pharmacy Southwest Florida

best long-term care pharmacy in southwest Florida.”

Guardian Pharmacy of Southwest Florida is one of 43 Guardian Pharmacy locations nationwide.

For more information, visit www. guardianpharmacyswfl.com.

Will Richardson, Manager, Growth & Strategy, August Health

Will shared, “I’m happy to share that I’m starting a new position as Manager, Growth & Strategy at August Health! Ever since I did a deep dive and wrote a whitepaper on eldercare and senior living, I’ve been interested in pursuing a fulltime role in the space. I’m excited to join the team at August Health and help contribute to its mission of building the modern platform that empowers the essential work of caring for our elders.”

Cha’ron Davis, Executive Director, Sodalis Senior Living

FSLA member community, Sodalis Senior Living, has recently gained a new Executive Director, Cha’ron Davis. Florida Senior Living wishes you all the best, Cha’ron, and we’re here to support you and your community. Our team is cheering you on!

Has your team experienced a recent career change in Senior Living? Let us share the news! Please contact Kristin Quirk, Director of Membership &

Partnership at membership@floridaseniorliving.org or (850)-708-4972.

YOUR TRUSTED SENIOR LIVING RESOURCE | 29

HR WORKSHOP by k at h e r i n e u p to n

k at h e r i n e u p to n

Director of Education & Engagement, Executive Editor of ENGAGE Florida Senior Living Association

FEATURING AHCA’S BUREAU CHIEF OF HEALTH FACILITY REGULATION This past October, FSLA hosted the first HR Workshop at our beautiful member community, the Harborchase of Dr. Phillips.

We had the pleasure of joining partners and community members for presentations about important topics, including the Fair Labor Safety Act and the AHCA Direct Workforce Survey.

all license application attestation pages pursuant to 2023-33.

Additionally, licensure application forms for nursing homes, assisted living facilities, home health agencies, and homemaker/ companion service providers will be revised to include a direct care workforce survey in accordance with 408.822, F.S.

After the workshop, we asked participants for their feedback and overwhelmingly, the presentation cited as most valuable covered regulations proposed to mandate health care workforce data submission. This presentation was offered by Bernard Hudson, AHCA’s Chief of the Bureau of Health Facility Regulation.

The survey, initiated on Jan. 1, 2021, mandates providers must submit data during licensure renewal, and failure to comply jeopardizes the license renewal process. AHCA must review and analyze the data received at least monthly and publish the results of the analysis on its website. AHCA communicated this new survey requirement to impacted providers through an advisory sent on June 27, 2023.

The Agency proposes to amend Rule 59A-35.060, F.S., by revising

The reporting requirement, which was part of HB 607 in 2020, seeks to gain insights about the health care workforce in longterm care settings. According to the legislature’s analysis of HB 607, the demand for CNAs and home health aides will likely increase by 35 percent by 2025.

The analysis also identified factors contributing to high turnover, including compensation, lack of full employment, low job satisfaction, and substantial family caregiving obligations for direct care workers.

For additional details on this rulemaking and more information, contact Bernard Hudson, Bureau Chief of Health Facility Regulation, at Bernard.Hudson@ahca. myflorida.com.

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YOUR TRUSTED SENIOR LIVING RESOURCE | 31

MEMBERSHIP | COMMUNITY HIGHLIGHTS This year, FSLA traveled around the state to drop by some of our member communities, and here’s some of the pictures we’ve captured.

BROOKDALE CHAMBREL PINECASTLE (3, 9) Earlier this year, FSLA hosted a regional meeting at our lovely member community Brookdale Chambrel Pinecastle.

Brookdale Chambrel Pinecastle provided the perfect space for our meeting. The staff members were helpful and kind, and the chef provided a delicious meal and dessert for our members who attended. We enjoyed touring the inviting community and having the opportunity to experience the artwork created by the residents.

Thank you, Brookdale Chambrel Pinecastle, for welcoming our members and partners. You helped make this regional meeting a success!

THE WINDSOR OF GAINESVILLE (6, 8) FSLA had the pleasure of hosting a regional meeting at our member community, The Windsor of Gainesville. After the meeting, our team was given a tour of this unique community so we could see the various design features that elevate the resident experience.

We enjoyed the delicious meal provided by the head chef as well as meeting the friendly staff and Ruth Brunner, CDP, the Sales Director. As we walked around the community, we loved seeing the care Ruth and her staff members showed each resident. We also appreciated how much detail went into building such a remarkable community to ensure comfort for the residents.

Thank you, Windsor of Gainesville and Ruth, for showing us your lovely community and for welcoming our team with open arms and support.

32 |

SEAGRASS VILLAGE OF PANAMA CITY BEACH (2, 5, 7) Our most recent regional meeting was hosted by our member community Seagrass Village of Panama City Beach.

This regional meeting was held in the dining room, which provided the perfect place to gather and learn. Sitting around the tables allowed us to enjoy the meal, engage in natural conversations, and create a sense of belonging.

This setting truly allowed our members to feel that everyone had a seat at the table and in the conversation.

MEMBERSHIP | COMMUNITY HIGHLIGHTS

1 3

4

It was also a pleasure meeting Executive Director Kim Redding and Head Chef Ronnie Sloan.

In all, the experience was phenomenal. Thank you, Seagrass Village of Panama City Beach; your community is exquisite.

THE LANDING OF PANAMA CITY BEACH (4) FSLA recently visited our member community, The Landing of Panama City Beach.

During our visit, we toured the community with Executive Director Betty Burks and Activity Director Brandon Baker. We were so impressed by not only the kindness of the staff, but also how happy, comfortable and active the residents were. We loved watching the residents engage in conversation with one another, eat delicious meals, enjoy their popsicles, and participate in such fun activities every day.

Thank you, Betty, Brandon, and The Landing of Panama City Beach, for your first-class hospitality. We can’t wait to visit again!

PROMISE POINTE AT TAMPA OAKS (1) Recently, FSLA traveled to Tampa and attended the Candida Auris Workgroup meeting held

BOLDLY DEFINING THE FUTURE OF SENIOR LIVING

2

5

by the Agency for Health Care Administration (AHCA) and the Florida Department of Health. After the meeting, we stopped by our member community Promise Pointe at Tampa Oaks.

We had the pleasure of meeting staff member Megan, who was very kind and briefed us on the latest updates with their community.

Walking into the community, we were blown away by the first-class amenities and the beautiful and vibrant design. This community was very luxurious yet felt so cozy and inviting.

Thank you again, Megan and Promise Pointe of Tampa Oaks, for your friendly service and warm welcome. We can’t wait to visit again!

6

7

8

9

FSLA loves to visit our members! If you would like us to come to your community, please contact Kristin Quirk, Director of Membership & Partnership at membership@floridaseniorliving.org or (850)-708-4972.

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Reducing Hospitalization Rates in Assisted Living Collaboration ignites transformation, as evidenced by iconic duos like Lucille Ball and Desi Arnaz, the Wright brothers, Steve Jobs and Steve Wozniak. Their partnerships didn’t just add value to their fields—they revolutionized them.

Assisted Living (AL) providers can similarly harness the power of collaboration for better clinical and business outcomes in their communities. Rhett Power, a leadership coaching expert and Fellow at The Institute of Coaching at McLean Hospital, a Harvard Medical School affiliate, asserts that, “Collaboration between employees and teams is essential if you’re trying to stay flexible, competitive, and profitable.”

This spirit of collaboration is especially vital when addressing the critical challenge of

hospitalizations—a challenge that impacts both the health of residents and the operational success of the AL community.

A Community Effort to Combat Hospitalizations AL residents experience twice as many hospitalizations as their independent living counterparts during the first year of stay.1 Moreover, 39% face readmission within 90 days post-discharge.2 These hospitalizations not only impact residents’ health; they also strain the community’s bottom line with higher labor costs and census instability. In a landscape of rising resident acuity, tackling preventable hospitalizations is imperative not only to enhance resident well-being but also to ensure the long-term viability of the AL community.

by m at t d e p e n b r o c k

Empowering Every Team Member Success in lowering hospitalization rates hinges on early intervention and the active participation of the entire staff. Every role, from dietary to housekeeping, and from aides to the sales team, plays an important part through vigilant observation and interaction with residents.

Equipping non-clinical staff to notice and report the earliest changes in residents’ health is key.

However, it’s not enough to just report these changes. Nurses and the broader healthcare team must actively listen to and act on staff observations. Their timely response is not just a part of effective collaboration—it’s the foundation of a successful early intervention strategy, ensuring these crucial observations lead to appropriate and immediate care.

Proactive Tools for Prevention 1. Adopt a Standardized Tool: Early intervention is the best strategy for keeping residents out of the hospital and in the community. Adopting proven tools, such as INTERACT® and Stop and Watch, empowers employees at all levels to recognize and report even subtle changes in a resident’s health, including restlessness, mood changes, or loss of appetite. For long-term success and to maintain staff engagement, it is essential to provide comprehensive training and ongoing support for these initiatives.

2. Boost Vaccination Rates: Increasing vaccination rates, particularly for flu, can reduce hospitalizations by about 40%.3 Partnering with a long-term care (LTC) pharmacy for onsite vaccination clinics and educational initiatives improves overall community health.

3. Focus on Medications: Adverse drug events, including falls, are a leading cause of hospitalizations. Improving medication safety during transitions in care, targeting high fall risk medications, and addressing polypharmacy are critical. Collaborating closely

with an LTC pharmacist to optimize each resident’s medication regimen is a strategic move to reduce risk and drive better resident outcomes.

4. Engaging Residents and their Families: Educating residents and their families about the benefits of avoiding hospitalizations is essential for gaining their support and cooperation. When they are well-informed and involved in the decision-making process, they are more likely to use reporting tools, voice concerns, and engage with the care team.

5. Leveraging the Expertise of the Healthcare Team: As the care needs of AL residents becomes more complex, forging stronger partnerships with physicians, therapy teams, and the LTC pharmacy partner becomes paramount in preventing hospitalizations.

With the industry shift towards value-based care, proactive engagement with these healthcare partners is key.

Leveraging their expertise and support in community-wide initiatives to reduce hospital admissions not only enhances

resident outcomes but also sets the community apart in a healthcare landscape increasingly focused on patientcentered results.

6. Embracing a Collaborative Future: By embracing a preventative approach to care and cultivating strategic partnerships, AL providers are set to lower hospitalization rates within their communities.

Through the adoption of proactive tools, reliance on the expertise of their healthcare partners, and promotion of ongoing education, they can not only improve clinical outcomes but also shape a sustainable, patient-centered model of care.

It’s this collaborative approach that positions AL communities to thrive, ensuring they meet the evolving needs of their residents with innovation and compassion.

This article is sponsored by Guardian Pharmacy. To learn more about the benefits of a Guardian Pharmacy partnership for senior living operators, visit guardianpharmacy.com/seniorliving.

1 Bartley MM, Quigg SM, Chandra A, Takahashi PY. Health Outcomes From Assisted Living Facilities: A Cohort Study of a Primary Care Practice. J Am Med Dir Assoc. 2018 Mar;19(3):B26. doi: 10.1016/j. jamda.2017.12.079. Epub 2018 Feb 21. PMID: 32774179; PMCID: PMC7410296.

2 Caffrey C, Harris-Kojetin L, Rome V, Schwartz L. Relationships Between Residential Care Community Characteristics and Overnight Hospital Stays and Readmissions: Results From the National Study of Long-Term Care Providers. Seniors House Care J. 2018 Nov;26(1):38-49. PMID: 31105807; PMCID: PMC6520986. 3 Centers for Disease Control and Prevention. (2023, February 8). Vaccine effectiveness: How well do flu vaccines work?. Centers for Disease Control and Prevention. https://www.cdc.gov/flu/vaccines-work/ vaccineeffect.htm.

m at t d e p e n b r o c k

Business Development Leader Guardian Pharmacy of Florida

Through its seven local pharmacies, Guardian’s pharmacies provide outstanding client service and resident care to long-term care communities, including assisted living and skilled nursing, group home, behavioral health and to organizations that serve individuals with intellectual and developmental disabilities across the entire state.

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