pal card qip project coordinator checklist card qip... · 4 13. send completed documents and...

24
1 PAL Card QIP Project Coordinator Checklist Scripps Gerontology Center at Miami University Use this checklist as a guide to tracking your progress on the PAL Card QIP Project. Completing the items on this list is required as part of your commitment to this project. In order to receive your QIP credit and completion certificate you will be asked to return this checklist packet by mail to the QIP Team at the end of the project. Contact Alex Heppner for QIP Support Phone: 513-529-3605 Email: [email protected] 1. Attend Online Training: Your participation in this training is required as part of your contribution and completion of this QIP project. You should have received an email from Alex with a link to Sign-Up Genius where you can select a day/time that works for you. If none of the offered times meet your needs, please e-mail Alex Heppner ([email protected]) to set up an alternate date and time for your training. 2. Sign-up for Monthly Consultation Call Slot: After you complete the online training you will receive an email about how to sign-up for your monthly consultation calls. Your participation in these monthly phone calls are required as part of your contribution and completion of this QIP project. If none of the offered times will work for you, please e-mail Alex Heppner ([email protected]) to set up an alternate date and time for your monthly phone calls. Note: These calls will be conducted using Webex. 3. Introduce the PAL Card Project to Care Team Members At a staff meeting or team huddle, introduce care team members to a sample PAL Card so they become aware of what is being implemented. We find the PAL Cards to be most successful when staff are informed about the presence and use of the PAL cards in the organization. Raising awareness of your organization’s participation in the project is the first step to success. Sample PAL Cards can be found on PreferenceBasedLiving.com in PAL Card Resources 4. Select Interview For this project, you have the option to choose from 2 different sets of interview questions. Option 1 : 8 items MDS-Section F Activity and Leisure Questions* Option 2 : 33 item PELI Activity and Leisure Questions * You should choose whichever interview best fits your organization. It should be noted that all previous work done with the PAL Cards have utilized the 33 item PELI Activity and Leisure Questions.

Upload: phamtuyen

Post on 17-Sep-2018

215 views

Category:

Documents


0 download

TRANSCRIPT

1

PAL Card QIP Project Coordinator Checklist Scripps Gerontology Center at Miami University

Use this checklist as a guide to tracking your progress on the PAL Card QIP Project. Completing the items on this list is

required as part of your commitment to this project. In order to receive your QIP credit and completion certificate you

will be asked to return this checklist packet by mail to the QIP Team at the end of the project.

Contact Alex Heppner for QIP Support

Phone: 513-529-3605

Email: [email protected]

1. Attend Online Training: Your participation in this training is required as part of your contribution and completion of this QIP project. You should have received an email from Alex with a link to Sign-Up Genius where you can select a day/time that works for you. If none of the offered times meet your needs, please e-mail Alex Heppner ([email protected]) to set up an alternate date and time for your training.

2. Sign-up for Monthly Consultation Call Slot: After you complete the online training you will receive an email about how to sign-up for your monthly consultation calls. Your participation in these monthly phone calls are required as part of your contribution and completion of this QIP project. If none of the offered times will work for you, please e-mail Alex Heppner ([email protected]) to set up an alternate date and time for your monthly phone calls. Note: These calls will be conducted using Webex.

3. Introduce the PAL Card Project to Care Team Members At a staff meeting or team huddle, introduce care team members to a sample PAL Card so they

become aware of what is being implemented. We find the PAL Cards to be most successful

when staff are informed about the presence and use of the PAL cards in the organization.

Raising awareness of your organization’s participation in the project is the first step to success.

Sample PAL Cards can be found on PreferenceBasedLiving.com in PAL Card Resources

4. Select Interview For this project, you have the option to choose from 2 different sets of interview questions. Option 1 : 8 items MDS-Section F Activity and Leisure Questions* Option 2 : 33 item PELI Activity and Leisure Questions

* You should choose whichever interview best fits your organization. It should be noted that all previous work done with the PAL Cards have utilized the 33 item PELI Activity and Leisure Questions.

2

Download and print 15-20 copies of your chosen interview from PreferencedBasedLiving.com. Interviews can be found in PAL Card Resources under the Resource tab.

5. Select Residents Select 15-20 residents or focus on one neighborhood in your community for the PAL Card Project. You will interview these residents and create PAL Cards for them during this project.

We are asking you to keep track of participating residents in the PAL Card Project Participant Log provided.

6. Identify and Train Interviewer(s) Identify who will do the interviews with each resident. Interviews can be done by the project coordinator, other trained care team members, or trained volunteers.

If interviewers have not conducted PELI interviews, please have them review our PELI Interview Tip sheet and watch our 22 minute training video.

7. Conduct Interviews with Selected Residents Conduct interviews with selected residents.

We are asking you to record the length of the interview and who completed the interview.

In addition, if a resident refuses we are asking you to document the reasons for refusal in

PAL Card Development Log.

During the interviews, remember to collect additional background information

such as birth place, occupation, family, etc.

8. Create PAL Cards for Each Resident Using the PAL Card Template downloaded from PreferenceBasedLiving.com, complete a PAL

Card for each resident that you interviewed. Save each individuals template in a location that

makes the most sense for you and your organization. lf you lack the resources for colored

printing or laminating, please e-mail your saved PAL card documents to Alex Heppner

([email protected]) with return address information and your PAL cards will be printed

in color, laminated, and mailed back to you.

We are asking you to record how long it takes to create the PAL Card in PAL Card

Development Log.

The following resources are available for additional guidance on how to download and create

the PAL Cards: PELI PAL Card Tip Sheet and How to Make a PELI PAL Card: Step-by-Step Video

3

9. Review completed PAL Card with Each Resident Show the resident their PAL card and check the information for accuracy. If the information is

incorrect, make the correct changes on the saved document for that resident, print and

laminate the new correct card.

10. Obtain Resident Permission to place the PAL Card and Attach PAL Cards to Resident’s Wheelchair, Walker, or Door With permission from the resident, attach the residents PAL Card to their wheelchair or

walker. This is the preferred placement of the PAL Cards as it will be able to travel with them

throughout the organization. PAL Cards can be attached by hole punching a hole in the top left

corner and tied to the wheelchair or walker with fabric ribbon.

Tips for PAL Card Placement:

For those residents who do not use a walker or wheelchair, attach their PAL Cards to

the outside of their door using Command hooks or other hanging tools available to

your organization.

Avoid placing PAL cards on a flat surface. We have found that cards placed on flat

surfaces will often end up getting covered up or lost.

Consider making duplicate copies of individual’s PAL cards to place on bulletin board

or key ring in staff break room.

11. Document PAL Card in Resident’s Care Plan Enter a note in the resident’s medical record and/or care plan that they consented to

participate and have his/her card placed on his/her walker, wheelchair or door.

12. Orient Staff on PAL Cards at Staff Meeting After you begin creating PAL Cards for your residents, bring a completed PAL Card to a staff

meeting. Encourage staff to read and use them to spark conversation or to get to know their

residents. Answer any questions they may have about the PAL Cards, however, if you are faced

with a question you do not know how to answer please let us know and we will provide

guidance.

We are asking you to note feedback and questions received from staff to report in end of

project questionnaires.

4

13. Send Completed Documents and Pictures of PAL Cards Proof of participation is a requirement for this QIP project.

We are asking you to send the following to Alex Heppner:

PAL Card Implementation Log (Form #2) – Email this document after you have

completed PAL cards for your selected residents and filled out all the information.

PAL Cards – Take photos of your residents’ PAL Cards after attaching it to his/her

wheelchair, walkers, doors, etc. Only include the resident’s face with their

permission. E-mail photos of all completed PAL Cards to Alex. They can be sent all

at once after all PAL Cards have been placed.

*Can scan and send via email to [email protected] or fax to 513-529-1476

14. Check on PAL Card placement Each month, prior to your monthly consultation call, return to each resident and note where

his or her PAL Card is located. PAL Cards may still be found where they were originally placed

or they may have moved to a different location or gone missing.

We are asking you to keep record on the PAL Card Monthly Location Tracker.

Questions/Notes for the QIP Team Use this space to jot down any questions you have or any concerns that may come up during this project.

5

PAL Card Project Participant Log (Form #1)

Use this log to track the residents who are participating. The resident ID# will be used for reporting back to the Scripps PELI team to maintain privacy of the participating residents. Extra rows can be used for residents who refuse or are unable to participate.

Resident ID# Name of Participating Resident Room Number

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

6

PAL Card Implementation Log (Form #2)

Please use this log to record the requested information referred to in the checklist.

Resident ID# 1

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 2

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

7

Resident ID# 3

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 4

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

8

Resident ID# 5

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 6

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

9

Resident ID# 7

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 8

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

10

Resident ID# 9

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 10

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

11

Resident ID# 11

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 12

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

12

Resident ID# 13

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 14

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

13

Resident ID# 15

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 16

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

14

Resident ID# 17

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 18

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

15

Resident ID# 19

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 20

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

16

Resident ID# 21

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 22

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

17

Resident ID# 23

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 24

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

18

Resident ID# 25

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 26

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

19

Resident ID# 27

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 28

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

20

Resident ID# 29

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

Resident ID# 30

Interviewer position: Social Work Activities Direct Care Worker Nursing Volunteer Other

If other, please explain:

Type of Interview: 8 item Interview 33 Item Interview

Was the interview completed or did the resident refuse? Completed Refused

If refused, please explain reasons for refusal:

How long did interview take?

How long did PAL Card creation take?

Did the resident review the PAL Card for accuracy? YES NO

Did resident report the information on the PAL Card was accurate? YES NO

If no, please explain

Date PAL Card Placed (month, day)

Where was the PAL Card Placed? Wheelchair Walker Door Other

If other, please explain:

21

PAL Card Monthly Location Tracker (Form #3)

Please note the original placement of the PAL card and then whether the card stayed in the original location,

moved, or went missing for each month. Refer to Participant Log for Resident ID#.

Resident ID#

Original Location

April May June July August

ID# (Example)

Walker Not placed Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to: *reprinted card

Original Missing Moved to: Wheelchair

Original Missing Moved to:

Wheelchair

1 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

2 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

3 Not placed

Original Missing

Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

4 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

5 Not placed

Original

Missing Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

6 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

7 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Resident ID#

Original Location

April May June July August

8 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

9 Not placed

Original Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

10 Not placed

Original

Missing Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

11 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

12 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

13 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

14 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

15 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

16 Not placed

Original Missing

Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

23

Resident ID#

Original Location

April May June July August

17 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

18 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

19 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

20 Not placed

Original

Missing Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

21 Not placed

Original

Missing Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

Original Missing

Moved to:

22 Not placed

Original Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

Original

Missing Moved to:

23 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

24 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

25 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

24

Resident ID#

Original Location

April May June July August

26 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

27 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

28 Not placed

Original Missing

Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

29 Not placed

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

30 Not placed

Original Missing

Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to:

Original Missing Moved to: