Did You Jump On Board With Medicare COP Changes Or Just Cross You Fingers And Hope For The Best? Time To Tackle Them Like A Lion And Be Prepared For Survey!

Kenyon HomeCare Consulting • March 3, 2021
 From a different source. When the Medicare COP changed in 2018, it was assumed that the industry fell in line with regulation changes. However, as a national consulting agency, Kenyon Homecare Consulting found this untrue. There seem to be agencies that misunderstood the regulation changes or misread what the changes were. Here, we will highlight some of the changes that still seem to be missing in agencies today and why it will hurt you at survey.

Patient Rights:
Under the Medicare COP, it is required that the patient receive a written copy of the schedule of care, medications, pertinent instructions, care plan, and contact information for the clinical manager. The COP also requires an individualized Emergency Preparedness Plan. Reality is that some of these items have been a part of the Medicare COP prior to the changes, but without enforcement of the rule. This is no longer the case. So, here are the frequent items we see when entering an agency:

Medications: The list of medications has not been provided to the patient or it is not written terms understood by the patient. Many lists still contain abbreviations such as BID, QD, or PO. These terms that are recognizable within the medical industry are not known to the patients we serve.

Schedule Of Care: Surveyors ask to see the schedule of care that was provided to the patient while doing in-home visits. Many agencies have not committed to the operational changes for clinical staff to get the schedule of visits in the hands of the patient. It is required that the patient is aware of when the disciplines will be in the home. As changes happen, you must inform the patient and document that it was done. In addition, we see that the month of admission may be on a calendar in the home, but the subsequent months are missing. Use your EMR to give reminders to clinical staff to update the next month of visits as appropriate.

Copy Of The Care Plan: This is still missing for many agencies. The patient has the right to see and know exactly what is on the individualized care plan. Surveyors will ask to see these things. We often hear from agencies that a copy of the care plan was given after admit, but the patient threw it away or that it was lost by the patient. We recognize these things happen. However, understand that your surveyor will expect that all clinical staff understand the regulation and procedure within your agency as to how your comply with this patient right. Another issue is that only the admission care plan is provided. As changes occur, the patient is to receive an updated copy. This is not happening in many agencies.

Emergency Preparedness:
This is still a huge deficiency for many agencies. Many times, we are consulted after surveys when the agencies have already received deficiencies. Now, they are in a crunch to fix what is broken prior to the surveyor returning to reassess the plan of correction. This requires education and operational changes ASAP. The reality is that many had a “plan”, but it was not completed with a hazard vulnerability assessment or with any education to staff. Many agencies had components of the plan but missed any memorandum of understanding with supporting agencies. It is not uncommon that there was no real process to determine surge or re-evaluate it.

These are all issues when it comes to survey time. There must be yearly evaluation and re-evaluation as necessary for your plan. the employees must be educated yearly and as needed. Drills need done routinely and employees need to know how to address mass communication methods when the needs arise. Many agencies will initiate a mass texting drill with low percentage of employee contact back. However, no changes were made to improve that or educate employees who did not respond to the drill. The issue lies in doing nothing with the data you receive from the drills. Agencies are often not yet a part of community disaster drilling and this is important if it is done in your area.

Let Us Help Be Your Path To Compliance:
If you find yourself behind the eight ball with survey coming, then let’s get the education and interventions in place to allow for compliance before you are hit with deficiency. Need help writing, updating, drilling, or educating staff on the emergency preparedness plan? If so, then we can help. Call Kenyon Homecare Consulting today at 206-721-5091 or contact us online to see how we can become your headquarters for compliance. If you need an updated manual that has all the changes present, you can purchase the online manual and edit the items specific to your agency. This will help you begin your process instead of working from behind with something outdated.

 

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competitive
strategy
By Ginny Kenyon July 4, 2026
In an increasingly competitive healthcare and senior care landscape, providers are constantly searching for ways to differentiate themselves. Families looking for care, and the hospital discharge planners who guide them, are no longer satisfied with generic promises of "quality service" and "compassionate staff." They want proof of specialized capability. One of the most effective yet often overlooked ways to grow in this sector is to provide caregiving staff with thorough training in chronic disease care. In addition to improving patient outcomes and reducing hospital readmissions, this training also serves as a powerful marketing advantage and sales driver. Here is how turning your caregiving team into specialized chronic disease experts transforms your market positioning and accelerates revenue growth. 1. Transforming Specialized Care into a Unique Selling Proposition (USP) Most care agencies and senior living communities market themselves using the same language: "assistance with daily living," "meal preparation," and "medication reminders." When everyone says the same thing, care becomes a commodity, and pricing becomes the only differentiator. By equipping caregivers with advanced training in prevalent chronic conditions—such as Alzheimer’s/dementia, Parkinson’s, Congestive Heart Failure (CHF), Chronic Obstructive Pulmonary Disease (COPD), and Diabetes—you shift your brand positioning from a general utility to a specialized medical solution . The Marketing Edge: Your marketing materials transition from passive descriptions of tasks to authoritative statements of capability . Instead of advertising "we help with seniors," you can market "specialized, evidence-based care protocols for advanced Parkinson's management." 2. Building High-Value B2B Referral Pipelines The lifeblood of senior care sales is the professional referral pipeline—hospital discharge planners, social workers, physicians, and elder law attorneys. These professionals risk their own reputation when they recommend a care provider. Discharge planners, in particular, are intensely focused on preventing 30-day hospital readmissions , a metric heavily tied to hospital funding and penalties. The Sales Edge: When your sales team meets with a hospital transition manager, they aren't just dropping off brochures and lip balm. They are presenting a clinical solution. The Pitch: "Our staff, nurses, PT, and Home Care Aides undergo a rigorous 8-hour certification program specifically for CHF symptoms, care, and tracking. We actively monitor daily weights and fluid retention to catch exacerbations before they require an ER visit." This level of specificity builds immediate trust, establishing your organization as a preferred partner capable of handling high-acuity, complex cases that other agencies might turn away. 3. Creating Authentic Trust in B2C Digital Marketing When a family member realizes their loved one needs help, their first stop is almost always a search engine. They aren't looking for broad corporate statistics; they are looking for answers to specific, frightening problems (e.g., "How do I stop my dad with dementia from wandering at night?" ). In-depth staff education provides a goldmine of content for inbound marketing strategies: Expert Content Marketing: You can leverage your staff's training to create highly targeted blog posts, downloadable care guides, and educational webinars. Thought Leadership: By hosting free community seminars on managing chronic conditions, you position your brand as the local authority. When families are ready to transition from self-care to professional care, your organization is already their trusted advisor. 4. Shortening the Sales Cycle Through Consultative Selling The consumer sales process in senior care is deeply emotional and fraught with guilt, anxiety, and confusion. Families are often in crisis mode. A standard salesperson who only speaks about room dimensions or hourly rates will struggle to close the deal. When your sales representatives are backed by a highly trained clinical and aide staff, the sales discovery call morphs into a clinical consultation . Traditional Sales Approach: Focuses on features, schedules, and pricing "We can send a caregiver on Tuesdays and Thursdays for four hours to help your mother clean and cook." Consultative, Education-Backed Approach: Focuses on disease progression, symptom management, and quality of life. "Because your mother is dealing with advanced COPD, our caregivers are trained to recognize early signs of respiratory distress, manage energy conservation techniques during bathing, and ensure proper oxygen optimization." The latter approach instantly alleviates family anxiety. It proves that you see their loved one as a person with specific medical needs, not just a line item on a ledger, effectively neutralizing price sensitivity and shortening the time it takes to sign a contract. 5. Maximizing Lifetime Value (LTV) and Word-of-Mouth In senior care, the best marketing is a glowing testimonial from a relieved family. In-depth chronic disease education directly correlates with higher client satisfaction and longer length of stay (or care retention). Preventing Care Burnout: Caregivers who lack training get overwhelmed by the behavioral or physical symptoms of chronic diseases, leading to high staff turnover and disrupted care. Trained caregivers handle difficult symptoms with confidence and skill. The Ripple Effect: Stable, high-quality care leads to happy families. Happy families write powerful 5-star online reviews and passionately recommend your services to friends and neighbors, creating an organic, self-sustaining sales loop. Conclusion: Education as an Investment, Not an Expense In-depth chronic disease education for caregiving staff should never be viewed as a mere regulatory compliance box to check. It is a foundational business strategy. By investing in the clinical intellect of your frontline workforce, you feed your marketing engine with authentic, high-value content, arm your sales team with an undeniable competitive advantage, and build a brand reputation that commands premium pricing. In a crowded market, the most educated care team wins the deepest trust—and ultimately, the client. At Kenyon Homecare Consulting , we focus on high-quality home care, home health, and hospice services. In doing so, we provide in-depth chronic disease education on the conditions that affect our clients population the most. If you are interesting in development of a true competitive advantage, visit Kenyon's Chronic Disease University for your educational needs. Call us at 206-721-5091 or at gkenyon@kenyonhcc.com with any questions.
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