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WEBINAR SERIES | Moving Mountains: Phase 2 RoP: What We Have Learned
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 Export to Your Calendar 9/5/2018
When: Wednesday, September 5, 2018
1:00 - 2:30 PM
Where: Online Webinar
United States
Contact: Dorothy Ferrick
(512) 467-2242

Online registration is available until: 9/3/2018
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Moving Mountains Webinar Series - Session 1

Phase 2 RoP: What We Have Learned
Strategies Based on Survey Deficiencies


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The implementation of Phase 2 of the new Requirements of Participation (RoP), and the new long term care survey process went into effect on November 28, 2017. This session will highlight what we have learned through the implementation of the Phase 2 RoP. Survey outcomes associated with the new Phase 2 requirements and lessons learned since the new survey process was initiated in in Nov 2017 will be discussed with examples of survey citations and discussion on strategies for compliance.


  • Executive Administration
  • Nursing Administration
  • Nursing Home Administrators
  • Department Managers
  • Quality Assurance Director
  • Compliance Directors

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  • Identify Phase 2 requirements that went into effect on Nov. 28, 2017.
  • Identify strategies to achieve/maintain compliance related to the Phase 2 Requirements of Participation.
  • Identify trends in survey outcomes with the new LTC survey process and Phase 2 regulations.


  • Overview of the Phase 2 F-Tag Regulations and Interpretive Guidance
    • Resident rights
    • Freedom from abuse, neglect, & exploitation
    • Admission, transfer, & discharge rights
    • Comprehensive person-centered care planning
    • Behavioral health services
    • Pharmacy services
    • Dental services
    • Food & nutrition services
    • Administration
    • Infection control
    • Physical environment
  • Survey procedures for assessing compliance with the Phase 2 regulations and citation examples
  • Strategies for monitoring compliance with Phase 2 requirements and incorporating survey preparedness into facility QAPI processes
  • Closing Comments with a Q&A

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Shelly Maffia, MSN, MBA, RN, LNHA, QCP 
Director of Regulatory Services
Proactive Medical Review, LLC

Director of Regulatory Services for Proactive Medical Review & Consulting, with over 15 years of leadership and consulting experience, Shelly has held positions as DON, NHA, Corporate Nurse Consultant, and Training Positions. Currently Shelly provides consultation on regulatory compliance to nursing facilities in multiple states. Her expertise includes developing clinical training tools, policies, procedures, protocols and training programs on systems, processes and best practices. Shelly is a QAPI Certified Professional (QCP) through the American Association of Nurse Assessment


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Administrators & Assisted Living Managers: has been approved for continuing education for 1.25 total clock hours and 16.25 total participant hours by NAB/NCERS.

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Individual Webinar Pricing:

  • LeadingAge Texas Members: $75 per webinar link, per webinar
  • Non-Members: $125 per webinar link, per webinar

Additional Attendees:

  • An additional $10 per person will be billed post-webinar for additional attendees seeking credit.
  • You may view these webinars with your team, without sharing the webinar link, on one device. 
Full Series Pricing:
  • Purchase the Full Series at a discounted rate which includes all 13 webinars in the series!



  • Paid registrations are limited to one connection per webinar link . Links to join the webinar are unique and tied to the registrant name. While others can view the webinar on the same devise with you, the link should not be forwarded. Because the fee is set per line/connection, please only register one person/main registrant. 1 - 2 days prior to the webinar, you will receive an attendance report which will be used for any additional attendees viewing with you to receive continuing education credit. Please note the webinar link cannot be shared with others. Multiple connections will either be billed or removed from the webinar. 
  • No-shows will be billed. No refunds for failure to log-in at the time of the event.
  • Registrations are fully transferable. Transfers must be submitted via email to Dorothy Ferrick no later than 48 hours prior to the Webinar.
  • Cancellations*:
    • A full refund will be given to all cancellations received 10 or more business days prior to the program.
    • A $10 administrative fee will be charged to all cancellations received six to nine business days prior to the program.
    • No refunds will be given to cancellations received five or fewer business days prior to the program.
    • LeadingAge Texas reserves the right to cancel the program due to insufficient enrollment in which case pre-registered participants will be notified and full refunds provided.

    *All transfer/substitution & cancellation requests must be emailed to Dorothy Ferrick, Events & Registration Manager at


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