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NPDA Announces New Executive Director

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       A Quarterly Newsletter from the National Private Duty Association                                                                                                                                           Winter 2008

  NPDA Announces New Executive Director
                              Kim B. Stoneking,                                          NAIFA-Indianapolis, the Greater Indiana                                  pre-licensing and continuing education
                        CAE, comes to NPDA                                               Financial Planning Association and the                                   laws, legislation prohibiting the solicitation
                        as the new Executive                                             Central Indiana Chapter of the Society of                                of insurance by un-licensed personnel,
                        Director on October 16,                                          Financial Service Professionals, Inc.                                    various small group health insurance
                        2008 – and comes with                                                   Another addition to his past respon-                              reform measures, was instrumental in the
                        a 100-day plan that he                                           sibilities that will serve NPDA well are                                 passage of a law to put in place consumer
  Kim B. Stoneking, CAE
                        will implement immedi-                                           his adroit lobbying skills. In addition to his                           safeguards as to the sale of insurance,
                        ately. The first order of                                        executive role at the National Association                               helped exempt insurance producers from
  business is to conduct a “Listen and Learn                                             of Insurance & Financial Advisors-Indiana                                the “no call” legislation passed in 2001,
  Tour,” an opportunity to go out to some                                                he also served NAIFA-Indiana and the                                     and most recently, worked to pass a law
  targeted major market areas and talk to                                                Indiana State Association of Health                                      in Indiana regulating health care discount
  current and past members of NPDA to find                                               Underwriters as a Registered Lobbyist                                    card providers.
  out what members are expecting from the                                                to the Indiana General Assembly. From                                          Kim earned his Certified Association
  association and what the organization can                                              1995-1997, he served on the Board                                        Executive designation in July, 1990 from
  offer. He also wants to learn from those                                               of Directors of the Association of                                       the American Society of Association
  who have dropped their membership to see                                               Health Insurance Advisors (AHIA). The                                    Executives, where he is a past Chair
  how he can get them back as members.                                                   Indianapolis Business Journal has listed                                 of the Small Staff Advisory Committee
  He is working on both a new budget and                                                 him among the 50 professionals selected                                  and currently serves on its Government
  a marketing plan for the next 18 to 24                                                 for their “Who’s Who in Insurance” edition.                              Relations Council. Kim is also a 1993
  months. Since the Annual Leadership                                                           In 1996, NAIFA awarded him the C.                                 graduate of the Institute for Organization
  Conference is coming up in March, that is                                              Carney Smith Award, the highest award                                    Management. He is a member of the
  also a high priority on his list.                                                      given to an Association Executive within                                 Indiana Society of Association Executives
         Prior to his assuming this position, he                                         the NAIFA Federation.                                                    where he served two years as Chairman
  was the Executive Director and CEO of                                                         In 2007, Governor Daniels appointed                               of the Government Affairs Committee.
  the National Association of Insurance &                                                Kim as a member of the Insurance                                               Kim is a graduate of Ball State
  Financial Advisors-Indiana, a position he                                              Producer Continuing Education Advisory                                   University. A native of Kokomo, Kim and his
  assumed in July, 1986. In his prior position,                                          Council.                                                                 wife Charla make their home in Sheridan, IN.
  he also served as the Chief Staff Officer                                                     As a Lobbyist, he has assisted the                                They have 4 children and 2 grandchildren
  for six other organizations including the                                              association in the passage of both the                                   and are expecting a third in March, 2009.

  In this Issue
      NPDA Announces New Executive Director . . . . . . . . . . . . . . . . . . . . . . . . 1                                  NPDA Chapter News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–10
      Letter from the President. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2   Legislative Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11–12
      1st Annual NPDA Illinois Chapte Symposium . . . . . . . . . . . . . . . . . 3–5                                          Financial Help for Veterans: Special Monthly Pension (SMP)
                                                                                                                               Transitions for Veterans Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13–14
      Brain Injury Association of America . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
                                                                                                                               NPDA Member News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
      Alzheimer’s Association Launches
      Interactive Caregiver Stress Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7                 Credit Cards In Health Care. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 –19
    National Private Duty Association

                                                   Letter from the President
                                                                                                home services delivered by businesses
                                                                                                in Illinois so the care recipients can be
      NPDA Board Roster                                                                         assured of some protection in those who
                                                                                                are sent into their homes.
     President: Sheila McMackin                                                                      It is with great regret that we accept
     Wellspring Personal Care, Chicago, IL
                                                                                                the resignation of John Bowling form the
     Vice President: Denise Spiewak
                                                                 Sheila McMackin                NPDA Board of Directors. He will serve
     Life Care Home Health Services Corp.,                       President NPDA
     Delray Beach, FL                                                                           the industry well in his new position as
                                                        Is there another way to say how         Director of the PRS School of Aging
     Secretary: Teresa Garcia
     VNA Home Health of IL, Morton Grove, IL       proud I was of NPDA other than to just       Services at SOU, a position jointly
                                                   say it? I AM PROUD OF NPDA! The              created by Southern Oregon University
     Treasurer: Paul Hogan
     Home Instead Senior Care, Omaha, NE           first annual NPDA Symposium was held         and Pacific Retirement Services where
                                                   in Chicago to a full and packed house        he will develop a Management of Aging
     Members At Large – Voting:                    of over 160 attendees, many of whom          Services degree program through the
     Bill Archinal                                 were not NPDA members, and many of           SOU School of Business.
     Caring Senior Services, Amarillo, TX          whom had little information about private         Hopefully you have registered and
     Tim Purcey                                    duty and how it fits into the spectrum of    gotten hotel rooms already for the next
     Comfort Keepers, Dayton, OH                   home care in America. As the walk-ins        annual NPDA Leadership Conference
     Andrea Cohen                                  continued and the room filled to over        right here in my home town of Chicago
     HouseWorks, Newton, MA                        capacity, it became clearly obvious that     this March 18-20, 2009. If this local
     Allen Hager                                   education is key to success for NPDA’s       day-long workshop is any indication, we
     Right at Home, Omaha, NE                      mission - to be the voice of private duty    should prepare for a banner attendance
     Gloria Horton                                 home care.                                   from a wide variety of professionals.
     Visiting Nurse Plus, Evansville, IN                Thanks go to many people who                 Now, on to other NPDA business
                                                   made this day possible. The NPDA Illinois    and the future. We are welcoming a new
     Member At Large – Nonvoting:
                                                   chapter volunteers worked throughout         Executive Director, holding a strategic
     Lisa Ferden
                                                   the day to make people comfortable,          planning board retreat, working with
     Integrated Database Systems, Inc., Mt.
     Pleasant, MI                                  answer questions, host lunch tables, and     committees and chapters to assist in
                                                   showcase how working together we             state licensure and legislative issues
     Rick Morey
     HomeTrak, San Diego, CA                       can make a difference. Special thanks        and generally growing this wonderful
                                                   go to Terri Danielson who recruited and      association, of which I am so proud to be
     Association Management                        managed those volunteers so nothing          a part.
     Kim Stoneking, CAE                            was left undone. Teresa Garcia joined
     Executive Director                            the presenters on a panel that was heavy          Sincerely,
     Kevin W. Smith                                Q&A on Illinois licensure. Her presence
     Chapter Liaison                               allowed the detailed questions to get
     Jill K. Taxter                                answered, and make headway in to the
     Membership Services Director                  sticky areas of using 1099s and what              Sheila McMackin
                                                   the intent of the law is, regulating the          President NPDA

2                                 The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                      Winter 2008

1st Annual NPDA Illinois Chapter Symposium:
a ROARING Success
       The first NPDA symposium was held         format that NPDA Illinois Chapter will use   choose home care options best suited
in Chicago on September 25, 2008, at the         again to make this symposium an annual       to needs, learned the scope of long term
Drury Lane Conference Oakbrook Terrace,          event. It also showcased the hunger for      in-home care, and also better understood
Illinois. Topics for this day-long educational   education about long term in-home care       payment guidelines and options for
seminar included the requirements and            from the community of referral sources       home care. In addition, attendees should
ramifications of the new Illinois Home           and providers who are not members of         now understand the necessary training
Services Licensure Act; options, levels of       any trade association.                       for home care workers. All in all, those
care, services and costs of care offered               The basic intent of the day was        who attended this symposium should
in the home; and training, recruitment and       to provide practical information to help     be better able to communicate with
retention of caregivers to include quality       participants better understand and utilize   other professionals regarding home care
assurance practices.                             home care services for the benefit of        services in general.
       This symposium was a sell-out,            their clients and patients. Based on the           John Bowling, Ph.D. ex-NPDA
and even exceeded the most optimistic            number and types of questions asked          Board Member and now professor at
estimates. Additional tables had to be           from the audience, it seemed most            Southern Oregon University, used his
brought in to accommodate the crowd.             attendees finished the day with an under-    overwhelmingly enjoyable speaking skills
Many in attendance had not had any               standing of the new home care licensing      to give a 10,000-foot view of trends in
prior association with NPDA, so it was           requirements in Illinois. It is possible     long term care and how demographics
obviously well received, needed, and is a        they also felt better able to help clients   are affecting and will affect home care,

    National Private Duty Association

    (1st Annual NPDA Illinois Chapter Symposium: a ROARING Success continued)

    from a client care as well as a caregiver          NPDA President, Sheila McMackin,         practical information that referral sources
    recruitment perspective. Dr. Bowling          presented a detailed overview of the          need to know to benefit their clients who
    was his usual animated, entertaining and      history of as well as the regulations now     might be potential home care clients.
    educational self while presenting “Senior     required from the new licensure for home      The presentation was a good overview
    Care Trends: Strategizing for the Future      care providers in Illinois that took effect   of statistics on care needs as well as
    in Home Care.”                                September 1, 2008. Many in attendance         specifics to private duty.
         For this symposium Dr. Bowling           were there to better understand how they            Kate Paz, who works for Mather
    presented a national perspective on what is   could become licensed, and what they          LifeWays as the Director of Programs
    happening within our industry. He explained   had to do as they were currently using        Without Walls, presented details of the
    how the changes and demands of consum-        caregivers for whom they issued 1099s.        training curriculum that is required under
    ers are shaping the home care industry.            Allen Hager, President of Right at       the new licensure law.
    He also educated on the growing number        Home, NPDA board member and Chair                   Almost uniform undivided attention
    of community-based choices available to       of the NPDA Legislative Committee             was given to an especially interesting
    seniors and speculated on the resulting       presented an insightful look inside the       and pertinent panel of professionals who
    demand on providers to further customize      home care industry and gave a great           either are using or have used private duty
    and individualize care efforts. Some of the   overview of what one needs to know to         services for family or friends. Annette
    changes he covered included assistive in-     make referrals.. In his words, “I’ll open     Hennegan, Ellen Cohen and Debbie Karas
    home technologies, medication advances,       the hood and look under it to see how it      each shared their personal experiences
    and home adaptations that allow seniors to    works.” He covered the key questions to       with why they used private duty, how
    remain in their home environment.             ask prior to using home care and other        they worked with agencies in tandem to

4                                The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                       Winter 2008

provide the care, and what it meant to
them and their families to have loved ones
cared for in a familiar place. Merrily Orsini
moderator of the symposium, guided a
n informative panel discussion between
the three who discussed why they had
chosen home care over other options
and the effects on the family and others
involved in the care recipient’s life. They
also gave very good information on what
kinds of information should be gathered
from the family when helping make a
referral or planning a discharge. Hearing
it from service users was so much more
meaningful to the audience than hearing
these same things from a provider.
      The final event of the day was a
panel of all speakers joined by Teresa
Garcia, the NPDA Illinois Chapter
President. Lively questions were
asked by many in attendance, and the
panel answered them pointedly and with
authority. Social Workers who registered
received 6 CEUs for the event.

                                                HEARTFELT THANKS
      to all the NPDA Chapter members who volunteered to make the 2008 symposium the successful event that it
                       was. Terri Danielson rallied the troops to make a flawless day for attendees.

                             Terri Danielson, Recruited, Managed and Coordinated all Volunteers

        Tom Ellen                         Mike Rohan              Judy Skates           Michael Berliant
        Michael Melinger                  Betsy Szramek           Madelene Reas         Jenanne Rock
        Sue Kibort                        Cary Crawford           Janet Newell          Janet Brown-McCarthy
        Sue Phelan                        Lisa Krchak             Richard Harrison      Tamara Jackson

    National Private Duty Association

    Brain Injury Association of America:
    A Resource for Education and Certification for Caregivers
          The Brain Injury Association              Brain Injury Association.                       to secure federal funding for research.
    (BIAA) was formed in 1980 with the                    Together with affiliates, BIAA            They work with media to increase
    overall goal of improving the quality           answers more than 100,000 requests              awareness and understanding and with
    of life for people who sustain brain            for information and help each year. They        a broad range of constituents to provide
    injuries. In the U.S. there are about 1.5       welcome about 45,000 visitors each              brain injury education.
    million people who sustain a brain injury       month to their Web site – people of all               The BIAA hosts a national caregiv-
    each year not including the 320,000             walks of life who are looking for more          ers’ conference, a national attorneys’
    military personnel who have sustained           information about brain injury. State           conference, and a national conference
    brain injuries in Iraq and Afghanistan.         affiliates also organize support groups,        to train business leaders in contract
    Most of the injuries are mild and               provide in-service training and host local      negotiation, facility management, HR,
    people recover. About 15% to 25% are            awareness and prevention activities.            risk management, financing and more..
    moderate to severe, and in many cases,                                                          The BIAA provides clinical education
    individuals require lifelong care.                                                              through its American Academy of
          Their mission is “to create a better          Their mission is                            Certified Brain Injury Specialists – a
    future through brain injury prevention,         “to create a better future                      training and education program for
    research, education and advocacy”. The                                                          people exactly like NPDA members who
    association serves as “the voice” of brain
                                                    through brain injury                            want to specialize in some population
    injury and offers help, hope and healing to     prevention, research,                           of in-home care. Through this program
    everyone affected by this traumatic event.      education and advocacy”                         one can get training and certification to
          The organization is comprised of                                                          be specialized in providing care to those
    45 statewide affiliates, organizations                                                          with a brain injury.
    around the country that have members                 In Washington, DC, the BIAA’s                    Although the Brain Injury
    – survivors, caregivers, professionals,         efforts are focused on lobbying congress        Association is now 28 years old, it is the
    researchers, clinicians, or just interested     and federal agencies to improve access          war in Iraq that has really raised aware-
    parties – who all together comprise the         to rehabilitation and long-term care and        ness of brain injury.

    Certification Resources:
         The American Academy of Certified Brain Injury Specialists (AACBIS) offers a voluntary national certification program for both
    entry-level staff and experienced professionals working in brain injury services. AACBIS provides staff and professionals the oppor-
    tunity to learn important information about brain injury, to demonstrate their learning in a written examination, and to earn a nationally
    recognized credential.

    National Brain Injury Information Center
    Brain Injury Information Only
    1-800-444-6443 (Answered Business Hours Eastern Time)

    Brain Injury Association State office link

    American Academy of Certified Brain Injury Specialists

6                                The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                           Winter 2008

Alzheimer’s Association Launches
Interactive Caregiver Stress Check
November is National Alzheimer’s Disease Awareness Month, National Family Caregivers Month
      According to the Alzheimer’s               Alzheimer’s Association resources                     The Alzheimer’s Association
Association 2008 Alzheimer’s Disease             designed to alleviate their specific issues.    continues to offer its other various
Facts and Figures report, more than              For example, if the caregiver worries           programs and services that help people
40 percent of the 10 million American            about the safety of the person they care        affected by Alzheimer’s at every stage
unpaid caregivers rate the emotional             for they might be directed to MedicAlert        of the disease. In addition to the 77
stress of caregiving as high or very high.       + Alzheimer’s Association Safe Return, a        Alzheimer’s Association chapters
Additionally, caregivers for someone with        national program to combat wandering.           nationwide, its toll-free helpline
Alzheimer’s or another dementia are                    “Caring for a person with Alzheimer’s     (800-272-3900) with translators for
more likely than non-caregivers to report        disease poses special challenges and            140 languages and informative Web site
that their health is fair or poor.               increasing levels of care that can be           ( are available 24/7, 365
      This November, during National             taxing on the caregiver’s health,” says         days a year.
Alzheimer’s Disease Awareness Month              Peter Reed, Ph.D., Senior Director                    Launched in November 2007, the
and National Family Caregivers Month,            Programs at the Alzheimer’s Association.        Alzheimer’s Association also has a suite
the Alzheimer’s Association is helping           “Our new Caregiver Stress Check will            of caregiving resources, CareSource, that
to relieve the physical and emotional            help caregivers maintain their own health,      provide information to ease decision-
stress these caregivers experience with          which is crucial in caring for someone          making, build skills to care for loved ones
the introduction of a new resource –             with Alzheimer’s disease.”                      and keep people living with the disease
Caregiver Stress Check.                                The Alzheimer’s Association is also       safe. CareSource tools include:
      Caregiver Stress Check is a                offering two new, best-in-class, topical        •	 CareFinder – A starting point for care-
first-of-its-kind, interactive quiz that helps   videos for caregivers and people with              givers to get guidance and information
caregivers identify their symptoms of            dementia:                                          on all types of dementia care and find
stress and provides them with a tailored               1) “Understanding Alzheimer’s:               out what kind will best fit their needs.
list of helpful referrals and resources.         An introductory guide for people with              CareFinder helps caregivers recognize
Check out the quiz starting November 1           dementia and their caregivers” and                 good care, communicate effectively
at Stress Check questions                 2) “Alzheimer’s and Safety: A guide          with providers and plan for care.
include simple statements such as:               to planning and preparation.”                   •	 Senior Housing Finder powered by
•	 Feeling like I have to do it all myself             Aimed at increasing understanding,           SNAPforSeniors® – The first free,
   because no one else cares about my            building skills and empowering people              dementia-specific senior housing
   family members like I do and feeling          with dementia and those in their circle of         database.
   that I should be doing more.                  care, these leading videos feature essential    •	 Lotsa Helping Hands – A free online
•	 Withdrawal from family, friends and           information on dementia basics, care, home         calendar to help caregivers and friends/
   activities that I used to enjoy.              and transportation safety delivered by             family manage requests and schedules.
•	 Worry about the person I care for             individuals with dementia, family caregivers,   •	 MedicAlert + Alzheimer’s Association
   being safe.                                   physicians and care experts.                       Safe Return – A program that
•	 Anxiety about money and health care                 Videos will be offered in DVD format         provides assistance when a person
   expenses.                                     at beginning November 1                with Alzheimer’s or a related dementia
      When caregivers answer “yes”               and through local Alzheimer’s Association          wanders and becomes lost locally or far
to stress symptoms, they are lead to             chapters nationwide.                               from home.

    National Private Duty Association

    NPDA Chapter news
    Alabama                                       membership. The Chapter will have its        Georgia
         The newly formed Alabama Chapter         official meeting at 5:00PM, followed by            The Georgia Chapter has added
    is now incorporated in the state of           the Open House between 6:00-8:00PM.          3 new members since the last NPDA
    Indiana with foreign corporation in           Their primary goals remain to increase our   newsletter, bringing the total membership
    Alabama, and therefore has established        membership base by attracting like-          to 14. The Chapter holds a regular tele-
    an EIN to secure a bank account. They         minded agencies committed to delivering      conference meeting each month for the
    also report:                                  high quality services to their clients,      Board of Directors. Once each quarter
    1. They have NPDA Articles of                 and to pass legislation or regulations       the meeting is open to all members.
       Incorporation.                             designed to compel registries to disclose          The mission of the NPDA Georgia
                                                  to consumers the nature of the registry      Chapter is to educate the public on the
    2. They have a template for the Chapter
                                                  model, including bold and conspicuous        risk associated with independent contrac-
       Bylaws that they will begin filling in
                                                  disclosure of the potential tax and legal    tors and the “gray market” of homecare
       according to the name of the group.
                                                  consequences associated with the hiring      aides. They are presently in discussion
    3. They have completed their group            of independent contractors.                  about the next planned face-to-face meet-
       exemption for new NPDA chapters                                                         ing in Macon, Georgia and the possibility
       per Kevin Smith.                           Florida                                      of retaining a lobbyist for the Chapter.
          The initial NPDA Alabama Chapter             Florida now has 30 members. They
    meeting is scheduled for November 12.         have an annual Chapter meeting and           Illinois
    There are 26 registered NPDA members          monthly Board of Directors meetings.                The Illinois Chapter has over 100
    in the state, so they hope to have a good     Their goal is to expand membership and       members and has accomplished much
    turnout for this initial meeting. They will   work on the legislative issues.              over the past 5 years. For consistency
    promote it during the month of October.                                                    purposes, meetings are held regularly
    Their main mission is to proactively                                                       every month at the same place, same
    educate our legislators about the need                                                     time: every third Tuesday of the month
    for licensure, and help positively shape          NPDA Chapters                            from 10AM-12PM at 5454 at W. Fargo
    that legislation through a vibrant                       One key factor in NPDA’s          Avenue in Skokie. Only March is excluded,
    Alabama Chapter.                                  growth is the active Chapters. There     since that date coincides with the NPDA
                                                      are currently 21 NPDA Chapters:          Annual Leadership Conference. In order
    Arizona                                                  Alabama, Arizona, Colorado,       to meet the educational needs of its
         NPDA Arizona continues to increase           Connecticut, Eastern Nebraska,           members, they have various presenters
    its membership, although they believe             Eastern Pennsylvania, Florida,           at their meetings: Labor Law Attorneys,
    they still have much work to do. They             Georgia, Greater Pittsburgh,             Illinois Department of Labor, Illinois Nurses
    meet quarterly and provide guest speak-           Illinois, Maryland, Michigan,            Association, Department of Employment
    ers on topics of interest such as “the role       Northern California, Southern            Security, Caregiver Training experts (from
    of the elder law attorney” and “protecting        California, New Jersey, New              Mather Lifeways and the University of
    your business by having the right types of        Mexico, North Carolina, Ohio,            Illinois-Chicago), as well as many others.
    insurance.”                                       Texas, Washington State, and             They have very active committees which
          They are still exploring options for        Wisconsin.                               are diligently working on training/educa-
    increasing membership in other parts of                  Contact Kevin Smith for a         tion, PR, standards and best practices,
    the state.                                        Chapter Development plan should          membership, and a workgroup for the Web
                                                      there be an interest in forming a        site. They are a very active chapter and will
    Connecticut                                       Chapter. Kevin will answer any           be soon addressing their second strategic
          Chapter-wise, Connecticut has a             question or be glad to send a            planning session as a Chapter. They
    total of 7 members. They have scheduled           copy of the development plan:            have an Illinois Chapter list-serve and an
    an Open House on the 29th of this month            excellent base for referrals of cases, staff
    for the specific purpose of increasing                                                     and networking potentials.

8                                The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                                  Winter 2008

      Please read the article on the                       Recent activity has included an update      in January, 2009. Persons interested in
September Symposium held in Chicago                  of the Chapter PowerPoint Presentation            joining should contact Denise Collins of
for the latest update on a successful                “How to Choose a Home Care Provider.“             Aunt Ann’s Homecare in Daly City, CA at
chapter undertaking.                                 This presentation focuses on the different        (650) 991-5008.
                                                     home care business models in the
Michigan                                             market and educates the consumer on the           Southern California
     The Michigan Chapter board meets                differences between a full service agency,              The Southern California Chapter
monthly. Regular educational programs                referral agencies (focusing on “trust”            continues to garner support, currently at
are presented several times a year, with             account agencies) and private hires.              33 members. An active plan, informative
the program repeated in its entirety in                     Lynn Peterson, owner of PFC                meetings and an ongoing desire to shape
two locations on either side of the state.           Information Services, Oakland, CA,                the future of non-medical home care in
Michigan currently has 40 members, and               spoke at the last meeting in September            California have contributed to quick growth.
finds that the educational programs are              on the topic “Not all Background Checks                  The Chapter is still actively putting
drawing new members and garnering                    are created Equal.“                               pressure on the registries from all sides.
much interest from private duty providers                   The annual dues for membership             Prime targets are still being identified,
around the state.                                    are $500 per year and the renewal period          and increased EDD investigations have
                                                     begins October 1. All dues must be cur-           already begun in the area. The Chapter
Northern California                                  rent by December 1, 2008 for an agency            brochure has been printed: an educational
    The Northern California Chapter                  to be included in the next No. California         resource that cites the core differences
of NPDA currently has 28 members.                    brochure. A new brochure highlighting the         between agencies and registries, and
Meetings are held quarterly on the third             benefits of choosing a full service agency        lists the names of Chapter members.
Wednesday of the month.                              vs. a “trust account” agency will be printed      Distribution will follow in coming months

                 We are starting to get referrals and                            I have seen a significant increase in the phones ringing
                 interest from people we have targeted                           and in our Internet activity. The hits on our Web site have
                 for years but never heard from.                                 been going through the roof compared to what they
                                                                                 were before. And I know that it’s because of MOST…
                 Samantha S. Young   July 17, 2008
                                                                                 we’ve also gotten some referrals from geriatric specialists
                                                                                 and geriatric psychologists, people that we really want
                                                                                 referrals from. People we have never gotten referrals from
                                                                                 before and they have been getting our cards for three
                                                                                 months now. It’s working!
                                                                                 Brenda Critell August 14, 2008

          Call or email us today to get the MOSTSM from your marketing!

    Merrily Orsini, MSSW, Managing Director, corecubed         800.370.6580 x5 

     National Private Duty Association

     (NPDA Chapter news continued)

     via in-services with health care facilities in   New Mexico
     an effort to spur them to filter their refer-         The New Mexico Chapter cur-
     ral lists given to clients. An article compar-   rently has a total of 14 members from 9
                                                                                                     State Association?
     ing registries and agencies has been             companies, and covers the entire state of      Or NPDA Chapter?
     published in the New Lifestyles senior           New Mexico. A regular meeting is held                One of the reasons NPDA
     guidebook, bringing the issue directly in        every other month.                             Chapters are so successful is the
     front of clients. Plans are also underway             The August meeting was in                 membership works together on is-
     to help develop legislation that will close      Farmington, NM, and the featured speaker       sues relating specifically to private
     loopholes in the current state civil code        was from Adult Protective Services.            duty. When you have a choice as to
     and stiffen disclosure requirements for               The October meeting was held in           whether to join a state association
     registries, remove the “trust account”           Las Cruces, NM, and the speaker was            or to start or join an existing NPDA
     option and make caregivers ineligible for        a Registered Pharmacist, covering “Flu         Chapter, here are some questions
     independent contractor status.                   Season: Myths and Facts”.                      you may want to consider:
            The next Chapter meeting is                    The Chapter tries to schedule a
                                                                                                     1. What are annual association
     slated for November. A presentation              speaker for every meeting. Their goal is
     will be given on liability and workers’          to continue to build membership.
     comp risk management issues pertinent                                                           2. Does the association allow
     to California non-medical home care              North Carolina                                    nurse registries to become
     agencies. Presenters are Dr. Linda Sue                The next meeting of the North                members?
     Mangels and Sara Hayes of Barney and             Carolina NPDA Chapter is October 21,           3. If nurse registries are
     Barney, LLC, a risk management and               at the Charlotte Senior Center from               members, are they required to
     insurance services firm.                         10AM. until 12 noon. The speaker will             inform the client that they do
            The Chapter communicates issues           give a talk on what agencies should               not employ their workers?
     and events via a Google Group forum, a           know about workers’ compensation
                                                                                                     4. What percentage of your state
     free service from Google. The Group acts         insurance policies.
                                                                                                        association’s revenue is spent
     as a list-serve for members to keep in
                                                                                                        on programming for private duty
     contact, and serves as the primary means         Ohio
                                                                                                        home care?
     of contact among members. The Group                    Workers’ compensation must be
     also enables the Chapter to store files                                                         5. What is the association’s
                                                      purchased through the State of Ohio, so
     that can be downloaded by members.                                                                 position on this question,
                                                      members continue to struggle with the
     The Google Group forum has proven to                                                               “Should private duty home
                                                      uncertainty of their premiums and the
     be an extremely useful tool; go to Google                                                          care agencies be licensed?”
                                                      high cost. A lawsuit brought by a coalition
     and click on Groups to get one started           of businesses in the state has had its         6. Is your association willing to
     for your Chapter.                                initial hearing but there is no word from         work with the National Private
                                                      the judge who heard the case.                     Duty Association?
     New Jersey                                             The Chapter is developing their          7. How many of your board
           The next scheduled Chapter meeting         formal legislative agenda during meetings         members operate for-
     is October 15, 2008. The August meeting          again next week. No decision has yet              profit private duty home care
     was cancelled due to poor response for           been reached as to which direction they           companies?
     summer attendance. They intend to vote           will take.
                                                                                                     8. How many of your board mem-
     on whether they will pay to be a presenter             In summary, they are making slow
                                                                                                        bers operate non-profit private
     at the upcoming society on aging confer-         but steady progress for NPDA-Ohio
                                                                                                        duty home care companies?
     ence. They will also discuss the agenda          while members struggle with current
     for the upcoming year.                           economic conditions.

10                                 The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                         Winter 2008

Legislative Update
      The Legislative Committee Chaired      expired 9/30, the chairs of the com-            that, in the Department’s view, “pose[d]
by Allen Hager is developing a specific      mittee (who are state legislators) have         a threat to the public, . . . includ[ing] acts
Advocacy Plan for each state and Chapter.    requested that the committee continue           of violence or dishonesty by managers,
These plans will address key legislative     its work and complete its recommenda-           employees, or representatives of the
and lobbying goals for each group for        tions for licensure.                            agency.” The regulations did not define the
the year, and will serve as an important                                                     terms “threat to the public” and “represen-
information source for the NPDA Board        Connecticut: Change in Probate                  tatives of the agency.” Furthermore, the
for resource requests to help meet the       Landscape; a Regulatory “Save”                  regulations did not contain a defense for
established goals. Please note that those          On September 23, 2008, almost             conduct the agency could not control or
states without Chapters can still, with a    2 years after the enactment of the              prevent. As written, the regulations would
motivated group, work with the committee     homemaker-companion governing statute,          have given the Department the tools to
to come up with a good plan.                 the Department of Consumer Protection           strip an agency of its license if anyone
                                             (the regulating body for in-home services       “associated” with the agency engaged
Arizona: Not Licensed. Back to the           in Connecticut) submitted a final draft         in seemingly wrongful conduct, even if
Drawing Board.                               of its regulations for approval by the          said agency could not have prevented
     It appears that the Legislative Study   Legislature. New in this draft was lan-         the conduct and irrespective of whether
Committee, which was formed to make          guage (not contained in the original draft)     the conduct had anything to with home
recommendations to the legislature           which would have subjected agencies to          care services or the welfare of a client.
regarding licensure, has been revived.       disciplinary action (up to and including        Fortunately, they caught the draft before
Although authorization for the committee     loss of registration/license) for conduct       approval by the legislature and objected to

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     National Private Duty Association

     (Legislative Update continued )

     this proposed language as unduly broad         requirements that had to do with skilled         combination with in-home companion,
     and burdensome. With only days before its      care. The remuneration issue is still under      sitter, respite, or other home care
     impending approval by the legislature, they    discussion. The Consumer Protection bill         services. The term “sitter” does not include
     established an immediate dialogue with         has not passed.                                  childcare facilities licensed in accordance
     the Department to work out a solution.                                                          with Chapter 110 of the General
     On September 22, 2008, the Department          Illinois: Licensed. The Home Services            Statutes. The term “respite care” does
     agreed with their position and withdrew        Licensure Act is Enforceable                     not include facilities or services licensed
     the proposed draft before the hearing.               The new legislation effective              in accordance with Chapter 122C of the
     On September 29, 2008, they received           September 1, 2008, requires agencies             General Statutes. The terms “in-home
     a letter from the Commissioner of the          that use the registry model to fully             companion, sitter, homemaker, and respite
     Department of Consumer Protection              disclose to clients and caregivers who the       care services” do not include (i) services
     confirming its decision to eliminate the       entity or individual responsible for taxes is,   certified or otherwise overseen by the
     language in question. It is their under-       as well as carry unemployment insurance          NC Department of Health and Human
     standing that a newly revised draft of the     and workers’ compensation insurance on           Services as not providing personal care or
     regulations will be submitted for approval     anyone who is providing in-home care.            (ii) services administered on a voluntary
     by the Legislature later this month.           Training of the home care workers is also        basis for which there is not reimbursement
           The probate landscape was                a requirement under this law.                    from the recipient or anyone acting on the
     significantly changed with the passage of                                                       recipient’s behalf. The bill also increases
     Public Act 07-116. This act puts limits on     Michigan: Unlicensed With a Lobbyist             the annual license fee for home care
     an appointed conservator’s authority over           The Michigan Chapter has a lobbyist         agencies from $350 to $400.
     his or her conservatee. The legislation        who is currently assisting them. The bill               The licensure fee increase proposed
     is designed to protect the civil rights        that deals with overtime exemption now           by the Division of Health Services
     of those persons deemed incompetent            has a new sponsor and will be resubmit-          Regulation supports the addition of
     to handle their own affairs. Under the         ted to the legislature in the future.            needed staff to conduct surveys of
     new law, the conservator’s powers are               The Michigan NPDA Chapter is                licensed home care agencies. The fee
     narrowly tailored to fit the specific needs    meeting with the Michigan Home Health            increase will take effect for agencies
     of the conserved person and must work          Association to work together on legislation      renewing or newly licensed effective
     to restore the person’s full capacity. The     which would license, define and regulate         January 1, 2009. Now that the bill for
     statute also establishes procedural and        the private duty home care industry.             the expansion of home care licensure
     due process protections applicable to                                                           to Companion and Sitter services has
     conservatorship proceedings.                   North Carolina: Licensed. Takes effect           passed, stakeholders will be working with
                                                    in 2010                                          DHSR to draft rules. This new category
     Florida: Medicare Fraud Focus                       The moratorium on new licenses              of home care licensure will be effective
           A Medicare Fraud bill passed that        for home care is scheduled to sunset             January 1, 2010.
     imposed several new requirements. There        December 31, 2008.
     is a no remuneration statute that forbids           House Bill 964 licenses in-home             Ohio: Unlicensed
     giving of anything of value to anyone in       companion, sitter, and respite care                   The SEIU withdrew the Healthy
     the discharge planning process, as well        services and takes effect January 1, 2010.       Families Act from the November 4
     as to doctors and other facilities.                 The new law expands the defini-             ballot under pressure from the business
           NPDA will be seeking two changes         tion of home care services to include            community and from the Governor.
     to the Medicare Fraud Bill, eliminating        in-home companion, sitter, and respite           However, depending on the outcome
     the requirement for new agencies to get        care services provided to an individual          of the election, this may be elevated to
     certified and removing some reporting          and homemaker services provided in               national legislation.

12                                 The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                        Winter 2008

Financial Help for Veterans: Special Monthly Pension (SMP)
Transitions for Veterans Program
From the Web site:
      In 1952 Congress created a              non-service connected pension. A Veteran       not dependent upon service-connected
non-service connected disability pension      who served at least 90 days of active          injuries for compensation.
for Veterans under Title 38 of the            duty, with one day at war time, is eligible          This little known and often misunder-
United States Code to assist qualified        to apply for this pension as long as he        stood benefit is a “tax free” pension that
Veterans or their Surviving Spouses to        or she received an honorable or general        may help offset the cost of Assisted Living,
purchase un-reimbursed long-term care.        discharge from the military. You will need     In-Home care, and Nursing Home care and
On January 1, 1979 the “New Improved          to provide a Physician’s Report stating that   is paid directly to the Veteran or Widow.
Pension” became effective and is the only     you are in need of the regular assistance            Veterans who are granted special
program in which new applications may         and care of another person to assist with      monthly pension are eligible for free
be filed. This Special Monthly Pension        eating, bathing, dressing, undressing,         prescriptions through the VA. This ad-
(SMP) can offset the cost of necessary        taking care of the needs of nature, or         ditional benefit alone can save hundreds
health care. The two types of SMP are         needs to live in a protected environment.      or even thousands of dollars annually.
“Aid and Attendance” and “Housebound”.        This would also include individuals who              With the Aid & Attendance pension
      Whether you’re moving into an           are blind, who have dementia, Alzheimer’s,     Veterans and Surviving Spouses are
Assisted Living, need help staying at         or patients of a nursing home due to           able to purchase the care they need,
home, or require a nursing home your          mental or physical incapacity. This is a       select the services they require, and the
military service could qualify you for a VA   non-service connected “pension” and is         provider that meets those needs.

     National Private Duty Association

     (Financial Help for Veterans continued )

     ELIGIBILITY CRITERIA                                                                                                          Maximum Pension Rates 2008
     1. Age 65 or older or disabled (not due        4. Have a medical diagnosis that                                                          •	 Veteran with Spouse
        to willful misconduct of the veteran)          requires daily assistance with at least                                                   $1842.00
     2. Have an honorable or general                   one or two of the following ADL’s:
                                                                                                                                              •	 Single Veteran
        discharge.                                     bathing, dressing, grooming, personal
                                                       hygiene, toileting, ambulation, medica-
     3. Served at least 90 days active duty                                                                                                   •	 Veteran and Veteran Spouse
                                                       tion management, feeding, meal
        with at least 1 day during any of the                                                                                                    $2400.00
                                                       preparation, or the need to live in a
                                                       protected environment.                                                                 •	 Surviving Spouse
        •	 WWII – December 7, 1941 thru                                                                                                          $998.00
                                                    5. Limited income and net worth
           Dec 31, 1946
                                                       that does not provide adequate
        •	 Korea – June 27, 1950 thru                  maintenance. Whether a veteran or a                                               For further information on VA
           January 31, 1955                            claimant has excessive net worth is                                         Benefits or a VA Medical Center serving
        •	 Vietnam Conflict – August 5, 1964           determined on case-by-case basis,                                           your area please phone The Department
           thru May 7, 1975                            contact the VA for more information.                                        of Veterans Affairs at 1-800-827-1000
                                                                                                                                   or visit their Web site
        •	 Persian Gulf – August 2, 1990 to a
           date to be determined

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14                                 The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                          Winter 2008

NPDA Member News
Net-weaving Networking                          Caregiver Recognized for                        Care model is one of “Care Coordination
Technique Recommended for                       Lifesaving Act                                  with a Difference” utilizing RNs and SWs
Marketing                                             Visiting Nurse Plus, Inc., located in     to provide Geriatric Care Management
     Atlanta Home Care Partners wanted          Evansville, Indiana, recently presented         services as well as professional oversight
to share a networking technique with            caregiver Angie Mynatt-Gainey with special      and supervision of its caregivers.
NPDA members. This technique, called            commendation for successfully performing
net-weaving, is a phrase coined by a man        the Heimlich maneuver on a customer in          NPDA Member Home Care
who worked with students at Georgia Tech        her care at a local assisted living facility.   Companies Make Inc. 5000 List
who taught this to Cheryl Richards-Mann         Angie, a Certified Home Care Aide who                 The 5000 companies that made the
and her husband/business partner Lewis          has been with Visiting Nurse Plus since         Inc. magazine list reported aggregate rev-
Mann. Once a week, Atlanta Home Care            2005, was sitting with the customer in          enue of $185 billion and median three-year
Partners holds a lunch & learn at their         the dining room when he began choking;          growth of 147 percent. Most important, the
office and invites a variety of professionals   though it was a frightening experience for      2008 Inc. 5000 companies were engines
who work with seniors, making certain           everyone, both the customer and the other       of job growth, having created more than
not to duplicate disciplines. Examples of       residents were impressed and reassured          826,033 jobs since those companies
a group would be an elder law attorney,         by Angie’s quick reaction. Following the        were founded. Complete results of the Inc.
a LTC insurance sales person, someone           incident, Angie commented, “It didn’t really    5000, including company profiles and a list
who works with reverse mortgages, and           hit me what had happened until it was all       of the fastest-growing companies that can
a psychologist. The goal is 8-10 people         over, and then I was shaking! I’m just glad I   be sorted by industry and region can be
and they’re there for an hour and a half,       was there to help.”                             found at
with lunch provided. Each person hands                                                                NPDA member companies included
his/her business card to the person on          My Favorite Home Care Award                     Right at Home #1756, founded in 2002
the left, and that person then introduces             Seniors•At•Home	was	recently	             by Allen Hager, who is on the Board of
the person on his/her right, providing an       awarded the 2008 J Weekly’s Readers’            Directors of NPDA. There are more than
introduction based on what the person           Choice Award for Favorite Home Care             50 member agencies that are Right at
sees on the business card. It breaks the        Program in the South Bay, Marin, and San        Home franchises. Comfort Keepers was
ice and also shows how good a person’s          Francisco areas. This is the second year in     ranked #4080 with a growth of 69.9%.
business card information is in describing      a	row	that	Seniors•At•Home	has	received	        Comfort Keepers has over 60 agencies
what he/she does. Then each person              this prestigious award. The J Weekly is a       which are members of NPDA. LivHOME
talks about his/her company for several         magazine-style paper, reaching 20,000           was ranked #4138 with a reported
minutes. Then, each person tells some-          households	weekly.	Seniors•At•Home,	a	          growth of 67.7%. LivHOME has two
thing personal about him/herself – travel,      division of Jewish Family and Children’s        agency members of NPDA.
family, etc. – so when everyone leaves the      Services, serves California’s West Bay                Tucson-based Aristocare, with a local
meeting, they know something personal           Area, including San Francisco, the              agency as well as franchise offices, was
about each of the people at the table,          Peninsula, and Marin County.                    ranked #4153. Kansas City Home Care,
making it more likely that each person                                                          Inc. ranked in the bottom 10% as #4595
might refer to someone at the meeting.          Expanding Territory                             with 52% growth from 2004-2007.
This net-weaving technique has worked                Villa Home Care, serving Maricopa                An interesting side note is that A
beautifully. AHCP has now completed 29          County in Arizona, is expanding of-             Place for Mom, an oft-referenced NPDA
weeks of these lunch and learn net-             fices. The main office is relocating to         list-serve “referral service for nursing
weaving meetings and it is increasing their     Scottsdale and two new offices are              homes, Alzheimer’s-care, assisted-living,
referrals from the attendees.                   being established in the communities            and elder-care facilities” reported a 2007 is           of North Phoenix and Tempe to better            revenue of $17.1 million in 2007 and
the Web site for anyone interested.             serve clients and caregivers. Villa’s Home      ranked #1563 on the list.

     National Private Duty Association

     From the NPDA List-Serve:
     Discussion on Providing Trach Care at Home
     Answers from: Frank J.                          with disabilities and their advocates. The     been trained by the medical staff.
     Velinsky, MPA, President /                      official summary of that decision can be             He brought his arguments before a
     CEO, Caretech, Inc. in Omaha,                   seen at:         legislative committee. They sympathized
     Nebraska:                                       supct/html/98-536.ZS.html                      with him and crafted a law using
           The list-serve discussion regarding             The Olmstead decision permits            language similar to that in the Olmstead
     tracheotomy care and similar “skilled           disabled people to make their own              decision. The bill passed into law. He
     medical” services points to a learning          decisions when moving into the commu-          has been living at home ever since with
     curve the in-home care industry is facing.      nity, medical risks and all. It is a form of   in-home, non-medical care. What is the
     The notion that skilled medical care is the     consumer-directed care. The idea is that       point? There are at least two points.
     sole domain of a skilled nursing facility       the money used to support them in the                First, certain legally protected
     was quashed with the US Supreme Court           institution must also be used to support       medical policies are conflicting with
     ruling in Olmstead vs. L.C. in 1999. Many       them in the community, should they so          individual constitutional rights, such as
     state programs across the country have          chose. This concept has crossed over           those protected under the ADA. Perhaps
     already changed because of this ruling.         into other populations, such as the elderly    it would have been a case of ADA vs.
           On June 22, 1999, the United              and developmentally disabled. Right now        Nurse Practices Act had it gone to court?
     States Supreme Court held in Olmstead           it mostly involves Medicaid recipients.              Secondly, many state government
     vs. L.C. (                   Here is how it happened in Nebraska.     policies are changing across the country
     wwwebhelp/the_olmstead_decision.htm)            A disabled man was living in the com-          to accommodate more consumer directed
     that the unnecessary segregation of             munity with help from caregivers but           type of care. State and federal officials
     individuals with disabilities in institutions   ended up in a hospital after becoming ill      seem in favor of consumer-directed care
     may constitute discrimination based             and required a tracheotomy. He lingered in     because of the reduced costs as well as
     on disability. The court ruled that the         the hospital rehab for weeks because the       the provision for consumer choice. This
     Americans with Disabilities Act (ADA)           trach care and required lung suctioning fell   choice means they can choose to hire a
     may require states to provide community-        under skilled nursing. State law required      person who is not an RN, LPN or CNA,
     based services rather than institutional        he be treated in a medical setting and         but rather a friend or someone who can
     placements for individuals with disabili-       not at home. He argued that the persons        be trained to treat a trach, wound care
     ties. This historic pronouncement makes         doing the suctioning were not nurses or        and other services previously considered
     attainable a goal long-sought by people         even CNAs but rather caregivers who had        skilled medical services.

        From the NPDA List-Serve: Paying for Travel between Clients
             You need to compensate for time traveled patient to patient - UNLESS there is sufficient break in service that the worker
        can use that time for personal time (at least 1/2 hour - preferably 1 hour). The travel time patient to patient is time worked and
        must be paid under federal and state laws. Also, overtime can accrue if that time puts the workers over 40 in a workweek - IF
        the employee is non-exempt under the wage and hour rules.

        Liz Pearson Pearson & Bernard PSC
        Covington, KY

16                                 The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                        Winter 2008

New Board Member: Welcome Tim Purcey
                        NPDA welcomes        a leading aerospace manufacturer, in            building NPDA to the current levels of
                   its newest board          positions of increasing responsibility. He      success that it enjoys. An association
                   member, Tim Purcey,       graduated from Ferris State University          should provide access to resources that
                   Executive Vice            with a dual B.S. Degree in Accounting           its members cannot readily gain access to
                   President of Operations   and Computer Information Systems in             on their own, including political influence,
                   and CFO of CK             1987. At Comfort Keepers he is now              education and collaboration. A priority for
     Tim Purcey    Franchising, Inc., the    charged with two main activities for the        me is working with the Board and NPDA
                   franchisor company for    franchisor: directing and coordinating          staff to identify and implement programs
Comfort Keepers. Tim has been a part         the financial and information technology        to increase value to existing members and
of the Comfort Keepers System since          activities and leading the development
July, 2000 when he opened the 36th           and implementation of new business
Comfort Keepers office in Muskegon,          initiatives. He is also charged with               “I look forward to
                                             leading specific support activities for the
MI. While operating his own home care
                                                                                             working with those on
business, he supported or participated       franchisees. In his position at Comfort
in organizations such as the Senior          Keepers he has promoted the benefits
                                                                                             the Board, people who I
Advocacy Coalition, the local Area           of the NPDA to Comfort Keepers’ 550             consider as some of the
Agency on Aging, Meals on Wheels,            domestic offices and states that, “as an        most knowledgeable and
the local community college and the          NPDA board member I will continue to
                                                                                             respected in the industry.”
Chamber of Commerce, all memberships         promote NPDA to our franchisees to
and affiliations he used to raise aware-     raise awareness within our system.”
ness of senior care issues in Muskegon.            Tim is a Charter Member of the
In May, 2002 he joined CK Franchising,       NPDA, and excited about joining the board.      provide incentive to prospective members
Inc. as CFO and was subsequently             In his words, “I look forward to working with   to join NPDA. I believe that the NPDA is
promoted to EVP Operations / CFO.            those on the Board, people who I consider       poised to shape our industry and become
      Prior to becoming a part of the        as some of the most knowledgeable and           a force to lead us through the challenges
Comfort Keepers system, Tim spent 13         respected in the industry. Our current          ahead as this exciting business segment
½ years with the Howmet Corporation,         Board has done a tremendous job of              continues to mature.”

Good-Bye and Thank You to John Bowling, Ph.D.
     Now a professor at Southern             dedicated to serving older adults, and          the SOU School of Business. He was
Oregon University, John Bowling,             will continue that mission in his new           hired to develop the program including
Ph.D., has relinquished his position on      position. As the Director of the PRS            curriculum, marketing, etc. Good-bye
the NPDA Board of Directors. John            School of Aging Services at SOU, he             and many thanks to Dr. John Bowling
has focused his professional career          will develop a Management of Aging              as he continues his career path as an
on growing people and businesses             Services degree program through                 educator, rather than a provider.

     National Private Duty Association

     Credit Cards In Health Care
     By Renee Korb, President
     Technical advice and article reviewed by Richard S. Lacy, Manager - Information Technology, Financial & Credit Card Systems

           One of the most common topics            4. Encrypt transmission of cardholder              they do not require quarterly network
     I have heard recently from health care             data and sensitive information across          scans they highly recommend you
     providers relates to the use of credit             networks.                                      complete one. A network scan consists of
     cards. The industry at large has been          5. Use and regularly update antivirus              using an independent approved scan-
     slow to begin using this financial transac-        software.                                      ning vendor who tests your system for
     tion type as we typically receive payment      6. Develop secure systems and                      administration, performance and reporting
     from a 3rd party reimbursor. However, as           applications.                                  to credit card holders.
     our industry grows, the private sector is      7. Restrict access to data by business
     rapidly becoming a priority of service for         need to know.                                  Steps you should take
     many home health agencies. As such,            8. Assign a unique ID to each person               1. Make sure your Merchant service
     we need to accept the most common                  with computer access.                             provider is certified PCI DSS
     form of payment in today’s marketplace,        9. Restrict physical access to cardholder             compliant.
     the debit/credit card payment. Many                data.                                             a. Consider evaluating which
     health care providers who accept               10. Track and monitor all access to network           transmission options may be better
     credit card payments need to be aware of           resources and cardholder data                     for your organization
     security issues and rules that have taken      11. Regularly test security systems and                    i. PC Based
     place over the last couple of years.               processes                                                    1. Will require adherence to
                                                    12. Maintain a policy that addresses                             every DSS standard
     Security Considerations                            information security.                                  ii. Terminal Based (a credit card
          In an effort to reduce credit card              In addition to the security require-                 machine)
     fraud and fight identity theft, new            ments, PCI has a Validation Process                              1. Requires less compliance
     security standards referred to as PCI          requirement. The 1st step you need                               but will need strict security
     DSS (Payment Card Industry Data                to take with validation is to determine                          over equipment access
     Security Standard) are in effect. Every        which merchant level you fall into. The               b. Make sure you discuss and
     organization which processes, stores or        requirements are stricter for larger                  determine how data is transmitted
     transmits credit card data must adhere         volume merchants and lenient for small                and validate it is encrypted and
     to these standards. Failure to comply          businesses that process fewer transac-                secure from your PC or terminal to
     could result in fines, penalties and loss of   tions. Volume is determined based on                  the merchant vendor (a statement
     processing privileges.                         the number of transactions processed                  that you will only use such a service
                                                    and the break offs are:                               should meet standard 4)
     How Do I Make my Business                                                                         2. Write a policy that will comply with and
     PCI Compliant?                                 •	 Level 1 - 6 Million or more transactions           adhere to all of the PCI Security rules.
          PCI has established security require-     •	 Level 2 - 1 Million to 6 Million transactions   3. If you use a terminal, make sure the
     ments as well as validation requirements.      •	 Level 3 - 20 Thousand to 1 Million                 equipment and the service used to
     Everyone must follow the security                 transactions                                       transmit are both certified compliant
     requirements.                                  •	 Level 4 - less than 20 Thousand                    and you have a policy limiting access
          Below is a list of 12 basic                  transactions.                                      to the equipment
     requirements.                                                                                     4. If you choose the PC, consider using
     1. Install and maintain a firewall                   Levels 1, 2 and 3 all require a much            the service where the service provider
        configuration to protect data.              higher level of validation and you should             stores the credit card data. As long
     2. Do not use vendor supplied defaults         seek an expert’s advice to ensure compli-             as they are certified the protection
        or passwords and other security             ance. The majority of home care providers             worry is in their hands. This will not
        parameters.                                 will fall into Level 4, which requires a self         eliminate all of your security liability
     3. Protect stored data.                        assessment questionnaire annually. While              but will help reduce it.

18                                The Voice: A Quarterly Newsletter from the National Private Duty Association
                                                                                                                              Winter 2008

                                                  Conferences of Interest
    a. If you don’t use the service stored        (1) PDHCA 4th Annual Private Duty            (4) NPDA 7th Annual Leadership
                                                  Home Care Leadership Summit &                Conference
    by the vendor, make sure your policy
                                                  Exposition                                   March 18-20, 2009
    and process tracks access to credit           January 18-20, 2009                          Hyatt Regency Chicago
    card information that includes user ID        Pointe Hilton Tapatio Cliffs Resort          Chicago, IL 60601
                                                  11111 North 7th St.                          Contact for conference information:
    as well as date and time of access.           Phoenix, AZ 85020                            National Private Duty Association
5. Make sure your server and PC’s are             Contact for conference information:          941 East 86th Street, Suite 270
    compliant.                                    Private Duty Homecare Association            Indianapolis, IN 46240
                                                  228 Seventh St., SE                          (317) 663-3637
    a. The system has a firewall                  Washington, DC 20003                         Email:
    configuration                                 (202) 547-3660
                                                  Web site:                                    (5) HME Exposition & Conference
    b. Passwords and user names are                                                            April 21-23, 2009
    unique and not shared among users                                                          Baltimore Convention Center
    c. Antivirus software is active, current      (2) VNAA 27th Annual Meeting                 Baltimore, MD
                                                  May 14-16, 2009                              Contact for conference information:
    and used daily                                San Antonio, TX                              Home Medical Equipment
    d. Data transmissions are encrypted           Contact for conference information:          Grayson Lutz
                                                  Visiting Nurses Association of America       (678) 471-5838
6. Make sure you establish an
                                                  Rachel Wilson                                Email:
    administrator over the system and the         900 19th St. NW, Suite 200
    users are assigned based on need              Washington, DC 20006                         (6) 2009 Annual NAPGCM Conference
                                                  (202) 384-1451                               April 23-25, 2009
    with a unique ID and password. As             Email:                      Renaissance Chicago Hotel
    administrator the 1st thing you should                                                     Chicago, IL
                                                  (3) 2009 Aging in America ASA-NCOA           Contact for conference information:
    do is change the vendors set up for
                                                  Conference                                   National Association of Professional Geriatric
    administrative access, including user         March 15-19, 2009                            Care Managers
    name and password.                            Paris Las Vegas/Bally’s Las Vegas            Kelly Brayton
                                                  Las Vegas, NV                                1604 N. Country Club Road
    a. A policy should require passwords          Contact for conference information:          Tucson, AZ 85716
    to be changed frequently, monthly is          American Society on Aging/National Council   Phone: (520) 881-8008
    recommended.                                  on Aging                                     Fax: (520) 325-7925
                                                  Patricia Morazan                   
7. Develop and use a credit card                  (415) 974-9606
    authorization form that contains the
                                                  Web site:
    full credit card number in a section
    that will get pulled away and shred-
    ded after it is placed in the secure
    format of the PC. If you retain the
    form, never file in the clinical or billing
    file but keep in a separate file under
    locked control with minimum access.
8. Consider having an independent
    approved scanning vendor test
    your system for weaknesses and
9. Review and test your policy for
    compliance at least bi-annually.
10. Never ever store card information in
    patient files.
Additional information may be found at

                                                                                                                             First Class Presort
                                                                                                                                U.S. Postage
                                                                                                                                 Permit #14
                                                                                                                                 Carmel, IN

 National Private Duty Association
 941 East 86th Street • Suite 270
 Indianapolis, IN 46240

 317-663-3637 Phone • 317-663-3640 Fax •


      A Quarterly Newsletter from the National Private Duty Association                                                    Winter 2008

 Training Material for Homemaker/Companions
       Several leaders in the private duty          at Southern Oregon University                     In both of the DVDs, the detail is
 industry had input into the scripts and            discusses communication skills in an         specific, such as the order of cleaning,
 topics covered for Medifecta’s new                 interview; Vicki Schmall, a gerontologist,   how to clean specific rooms, sorting
 training DVDs which serve as a guide               talks about ageism. Over the interviews      laundry, using a washer and dryer,
 to companion homemakers. “A Guide                  are cut-aways of the home setting with       reading clothing labels, methods for
 to Being a Companion Homemaker:                    actual patients and people performing        ironing different kinds of fabrics and
 Roles and Responsibilities” covers                 the skills discussed.                        housekeeping from top to bottom.
 communication, ethics, integrity,                       “A Guide to Being a Companion                Support materials are also included:
 professional behavior, ageism, hygiene,            Homemaker: Safety in Housekeeping”           objectives for the programs, an outline of
 cultural sensitivity, phone etiquette,             covers safety in the home, companion         topics covered, a section on key points
 escorting/transporting clients,                    safety, infection control, housecleaning     and definitions, along with a test and
 observation skills, medical emergencies,           routines and the order of housekeeping       answer key and certification to provide
 fire safety and disaster preparedness.             work. This showcases an actual com-          upon completion.
 The script includes information from               panion homemaker who demonstrates                 Visit for
 experts: a professor of communications             proper housekeeping procedures.              more information.

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