November 3, 2002

To: Michigan Department of Consumer and Industry Services
Bureau of Family Services

From: Marsha Harrison, MSN, RN
Administrator
Rose Garden Homes (a licensed Home for the Aged)
3391 Prairie SW
Grandville, MI 49418
and
Owner and Chief Consultant
Elder Care Management Consultants, PC
marsha@elderconsultants.com

RE: Testimony regarding Draft Rules-Homes for the Aged (HFA)

Good Morning-
My name is Marsha Harrison. I am a registered nurse with a Master of Science degree in gerontological/mental health nursing and nursing administration. I have been an advocate, designer and proponent of quality services and programs for older adults for over 30 years. For the past 6 1/2 years I have been involved in HFAs and other types of assisted living homes in Michigan on a daily basis as an administrator and risk management consultant. I am here today to speak from my experience on behalf of the needs of the more than 7,000 residents who live in HFAs currently, and the thousands more who will choose such homes in the future. On behalf of the current and future needs of these older adults, I am speaking in opposition to the proposed rules regarding Homes for the Aged.

The average resident in an HFA today is about 84 years old and that age is expected to rise. Older adults and their families put off considering a move to an assisted living home such as an HFA until the later stages of their lives, partially because our society encourages us to live in our own homes, and partially out of fear they may outlive their financial resources since most assisted living care is not covered by insurance.

It is well documented that the older a person gets, the more physical and cognitive health concerns that person is likely to experience. People who live in HFAs have multiple chronic diseases including diabetes, heart and respiratory diseases, bowel and bladder incontinence, and arthritis, to name a few. At the same time the incidence of dementia, clinical depression and anxiety are increasing. As they age, people require more and more assistance with not only functional needs such as assistance with personal care, toileting, meal preparation and housekeeping; they also often require an average of 8 medications per person per day, guidance in how much mobility and exercise to try, close observation and early intervention or referral for condition changes, and on-going teaching and support in accepting their deteriorating physical and perhaps mental health while learning to grow spiritually. Older adults are more prone to urinary tract infections, falls, and wandering. With hearing, speech and vision losses, many also often require consistent, caring and knowledgeable people around them in order to communicate their needs, desires, and preferences in a meaningful way. Families, too, need a lot of education and support in interacting with their aging parents appropriately and realistically in today's complex health care systems.

Potential residents and their families will continue to seek assisted living not solely for social stimulation, but because of the need for assistance in dealing with the natural health consequences of advanced age. Some families are unable or unwilling to assume an active day-to-day role in assisting their loved one with their personal care or health needs. They assume that such assistance is the responsibility of the Home - that's what they're paying for. This trend of having our "oldest-old" i.e., people over 85 years old with increasingly complex health issues living in our HFAs and depending on us as providers for good, safe care will continue. It is our mandate, then, to design and reach consensus on minimum regulations that can meet their needs.

HFAs are providing health care and need to be regulated as health care facilities.

HFAs are a unique housing-healthcare hybrid. Yet there are minimal references to health in the proposed regulations. It seems only fitting in this day and age to officially identify an HFA as a health facility and a bona fide member of the long term care continuum.

Many types of health care are being or could appropriately be provided in HFAs, from health promotion, to prevention, to treatment, to care management, to palliative or comfort care. Certainly residents of HFAs can take advantage of physician office visits, out-patient services and in-patient hospital care while they are living in an HFA. Intermittent home health or hospice services can supplement what an HFA has to offer. However, the complex health maintenance needs of the older adults who live in these communities require HFAs to at least partner with other health providers in enhancing the health and well-being of the older adults who live there.

The proposed rules do not clarify the level of care an older adult may need, nor how those needs can be "adequately and appropriately" (R 325.1922 Rule22 (2) (b) met.

The language in R 325.1922 Admission and Retention of Residents is too vague.

The national Assisted Living Workgroup has recommended that states establish at least two assisted living levels of care, based on the types and severity of the physical and mental conditions of residents, in order to determine licensure requirements such as staffing levels and qualifications, special care or services, participation by health care professionals and fire safety. 1 One of these levels might be the provision of personal and supportive services such as assistance with activities of daily living, while the other might be the provision of health related services such as medication administration.


In practice, many homes have already developed their own simple systems of defining the levels of care available in their homes. For instance, residents may receive an "Independent" level of service if their only needs are for room, board and opportunities for socialization; an "Independent Plus" level of service if they need some assistance with personal care, medication administration, and/or special diets, "Supportive Care" if they need a significant amount of help and health monitoring every day, and " Specialized" care if they need a locked dementia or mental health unit and specially trained staff for safety. These levels are useful to residents, families and administrators alike in order to better assure that the need is consistent with the service provided. Without a standardized framework of level of care definitions included in the regulations for all HFAs to look to, how can "adequate and appropriate " care be determined? Who will make the determination? And aren't more structured definitions in the best interest of the residents and their families?

The proposed regulations do not establish adequate minimal standards for an administrator of an HFA.

R 325.1921(2) requires an administrator to "(a) be at least 18 years old; (b) have education, training and/or experience related to the population served; and (c) be capable of assuring program planning, development and implementation of services . . . " These qualifications are so vague as to appear almost meaningless. Since our business is in orchestrating housing, meals and services for older adults, and since there is an approved curriculum for assisted living administrators, shouldn't we expect that all administrators achieve that training or its equivalent as a minimum standard?

Professional nursing has been left out of the proposed rules.
The only references to nursing care in the proposed regulations are "continuous nursing care" in R 325.1922 (9) and (10). In this context, "continuous nursing care" is meant to describe what is not available in an HFA. Yet there is no definition of continuous nursing care, and no other reference to what role, if any, a registered nurse should have in an HFA.

The practice of professional nursing by registered nurses is the foundation of several different types of health care settings, including public health, home health, hospice, rehabilitation, mental heath, hospitals and nursing homes. The profession of nursing is much more than the technical skills that nurses or nurse aides perform. Professional nursing is based on research and uses critical thinking skills we call the nursing process to assess, diagnose, plan, implement and evaluate the health care of an individual or a community. I submit to you that the services provided in an HFA (i.e., "protection", "supervision", "assistance with activities of daily living", "medication management", "supervised personal care", "assuring emergency medical care" and developing a "service plan") which appear throughout the proposed rules are "nursing" services, and need to be performed, taught, and/or supervised or delegated by a registered nurse, depending on the residents' needs.

The following rule in the Public Health Code seems to support the concept that due to the nature of the care that is being provided in HFA, it does need to include some degree of professional nursing:

Pursuant to 333.20141 (3) of the Public Health Code (Act 368 of 1978, as amended)
"A health facility or agency shall have the physician; professional
nursing; health professional, technical and supportive personnel; the
technical diagnostics; and treatment services and equipment necessary to
assure the safe performance of the health care undertaken by or in the facility
or agency."

At a minimum, I would suggest the insertion of a new "(c)" to R 325.1921 Governing bodies, administrators and supervisors as follows: "Assure that service plans, supervised personal care, and supervision are provided to residents under the supervision/delegation of a Registered Nurse (in an employment or consultative position) as specified by MCL 333.17201 for all residents who have intermittent acute episodes of illness, an advanced stage of chronic disease that requires medical intervention and/or a cognitive impairment".

Simply stated, it takes the involvement of registered nurses for owners, operators or Boards of HFAs to even begin to implement and maintain systems to achieve optimal physical, emotional and spiritual well-being of their residents - which is exactly what residents and families expect and are paying for.

A better description is needed for the role of the LPN.

In addition, "licensed practical nurse" must be deleted from R 325.1801(12): Definitions of a Licensed Health Care Professional. PA 368 of 1978 MCL 333.17201 (b) clearly defines LPNs as a sub-field of nursing and requires that LPNs practice only under the supervision of a registered professional nurse, physician, or dentist. The Michigan Public Health Code prohibits LPNs from supervising or delegating nursing acts, tasks, or functions.

The proposed regulations are unclear and do not address minimum safety issues.

The cost of general liability insurance in the long term care industry, which includes HFAs, has risen dramatically in the past year. Recent verdicts against assisted living or residential care facilities have ranged from $150,000 - $1,000,000 for personal injury/negligence cases, patient discrimination, medical malpractice and/or failure of duty to monitor2. Small 45 bed HFAs have experienced general liability insurance premium increases of $15,000 or more last year alone.

HFAs can no longer afford to ignore their responsibility to keep residents safe. Revised regulations which clarify levels of care, staffing levels and qualifications, special care or service availability, and participation by health care professionals in the planning and oversight of services would help immensely.
As we have seen, many clauses in the proposed regulations are vague and undefined. Without clearer safety standards for providers, surveyors, residents and families alike to use when disputes arise, there will be increased incidents of resident injury and more lawsuits against HFAs.

R 325.1924 Reporting incidents, accidents and elopement does not encourage HFAs to utilize internal Incident/Accident reports as the "cornerstone " of their own risk management program. When only "reportable" events are required, a home may miss the opportunity to collect and analyze even minor events, such as falls or medication errors that do not result in injury, to prevent recurrence and make system improvements.3 Revised regulations need to be more clear i.e., revise
R 325.1901 (17) Definition: Reportable Incident/accident as to what constitutes an incident or an accident in a HFA, and then differentiate between "reportable" events and events that can and should be documented for internal purposes only.

As Americans, we all cherish the right to exercise control over ourselves and our affairs. My intention is not for us to over-regulate HFAs. However, as health, financial resources and decision-making skills wane, older adults become more vulnerable and need protection from adverse consequences of their potentially unwise decisions and actions. The need to protect the vulnerable and at the same time protect their right to autonomy does present a regulatory dilemma. One mechanism accepted in about a dozen states as a way of balancing these competing interests is the concept of negotiated or shared risk.4 The goal of a negotiated risk agreement is to have a resident or their designated representative and the facility reach consensus, so that facilities support and respect individual autonomy without abandoning their responsibility to safeguard residents from undue risk of harm. Adding regulatory language that includes parameters for negotiated risk agreements would definitely help reduce the trauma and expense of lawsuits.

Conclusion

On behalf of older adults in Michigan, I urge you not to adopt these proposed regulations. We need to look through the eyes of consumers who are trying to match an older adult's current and anticipated needs with the services provided or offered in all types of assisted living environments. We need to analyze existing regulations in both HFA and Adult Foster Care Homes and come up with some new definitions and standards that make sense to everyone for this housing-health care hybrid that is evolving. We need to incorporate the research we have, including the recommendations from the national Assisted Living Workgroup and lay a more solid framework for the future. We need to take the time to go back to the drawing boards and do what is right to help assure safety and quality of life for our older adults in Michigan.

References

1 The Assisted Living Workgroup. (2003). Guidelines for federal and state policy, state regulations, and operations: A report to the US Senate Special Committee on Aging.

2 Assisted Living: A legal and Regulatory Snapshot. (November, 1997). ECRI Continuing Care Risk Management, Legal and Regulatory 8.

3 Event Reporting. (July, 2003). ECRI Continuing Care Risk Management, Quality Assurance and Risk Management 7.

4 Assisted Living: Liability and Regulatory Issues. (March, 2002). ECRI Continuing Care Risk Management, Quality Assurance and Risk Management 10.1.

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