Outline:
Section 1: Introduction

About This Course

Learning Objectives

Section 2: Why Function Matters

Hospice Eligibility and the Plan of Care

Activities of Daily Living

Meet Mr. Douglas

Bathing

Dressing

Feeding

Transfers

Toileting

Ambulation

Review

Summary

Section 3: Karnofsky Performance Scale (KPS)

What is the KPS and How to Use It?

A Caution about Duplicity

Review

Summary

Section 4: Palliative Performance Scale, Version 2 (PPSv2)

Structure of the PPSv2 Tool

Descriptions of Function within the PPSv2

Review

Summary

Section 5: Functional Assessment Staging (FAST)

Retrogenesis and Alzheimer’s disease

FAST Scale Components

Using the FAST

Clarifying Points: Using the FAST

Review

Summary

Section 6: New York Heart Association (NYHA) Classification

The Significance of the NYHA Classification

Meet Mrs. James

What Went Wrong?

Review

Summary

Section 7: Conclusion

Summary

Course Contributors

Resources

References

Carrie Cooley is the Principal / Chief Executive Officer (CEO) with Weatherbee Resources. Carrie joined Weatherbee in 2009 as an Associate Consultant and was hired as the Consulting Coordinator in 2012.  In 2014, Carrie was promoted to Director of the Consulting Division and in July 2015, she assumed the Chief Operating Officer position. Carrie was promoted to CEO in February 2018.  On July 1, 2018, Carrie and her business partner, Lynn Stange, purchased Weatherbee Resources from the company's founders, Heather Wilson and Joy Barry. Together, Lynn and Carrie plan to continue the long-standing history of Weatherbee Resources' service to the hospice industry.  In her role as Principal / CEO, Carrie ensures Weatherbee's consulting services, products, and education are provided in a professional and cost-effective manner and are specifically tailored to meet each client's individual needs. As one of Weatherbee's owners, Carrie is responsible for ensuring Weatherbee is positioned to assist hospices with the ever-changing regulatory hospice environment.  
 
Carrie's regulatory expertise and extensive consulting experience includes forensic clinical record auditing, baseline compliance audits/mock surveys, interim management, clinical due diligence, and executive coaching. Carrie and her team also work directly with clients' legal counsel in preparation for arbitration and other hearings; Carrie frequently serves as an expert witness. Weatherbee also works extensively with clients who are under a Corporate Integrity Agreement (CIA); Carrie and her team manage the Independent Review Organization (IRO) audit activities required by the Office of Inspector General (OIG). Carrie's excellent rapport with executives and staff alike – coupled with her regulatory and clinical acumen, and knowledge of best practices – assures excellent consulting outcomes.  
 
Under Carrie's leadership, Weatherbee has assisted hundreds of clients under investigation by various Medicare contractors including: Targeted Probe and Educate (TPE), Zone Program Integrity Contractors (ZPIC), Unified Program Integrity Contractors (UPIC), Benefit Integrity Support Centers (BISC), Recovery Auditors (RA), the Department of Justice (DOJ), and the OIG.   As a member of Weatherbee's Speaker's Bureau, Carrie teaches a broad range of hospice, regulatory, and leadership-related topics nationally and is a member of the faculty for Weatherbee's renowned Hospice Regulatory Boot Camps. Carrie also frequently speaks at state and national hospice conferences on compliance-related topics. Carrie is a registered nurse and holds a master's degree from Samford University with a specialty in nursing leadership and healthcare finance.

Disclosure: Carrie Cooley, RN, MSN has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.

Lynn Stange first joined the Weatherbee team as an Associate Consultant in 2006, and was promoted to Director of Consulting in 2007. Lynn re-joined Weatherbee in 2017 as the Chief Compliance & Consulting Integrity Officer and in February 2018, Lynn was promoted to President. In July 2018 Lynn, along with Carrie Cooley, Principal/CEO, purchased Weatherbee Resources, Inc. and Lynn assumed the title of Principal/President of Weatherbee Resources.

In her new role, Lynn is responsible for strategic growth initiatives in the areas of compliance, quality, and education. Lynn works with consulting clients in the areas of Quality Assurance Performance Improvement (QAPI), mock surveys and compliance audits, Joint Commission accreditation, State Licensure preparation, plans of correction, pursuit of the Malcolm Baldrige National Quality Award, hospice acquisitions/sales, and program development. Lynn will also oversee all aspects of Weatherbee's Hospice Compliance Network (HCN) and Weatherbee's product line. Lynn's breadth of experience with a variety of regulations and standards allows her to connect with clients quickly to aid them in identifying their most critical needs thereby assuring excellent outcomes. 

Lynn is a nationally recognized speaker in both the hospice and compliance arenas, having spoken at both the National Hospice and Palliative Care Organization (NHPCO) annual Management and Leadership Conference and at the annual Health Care Compliance Association (HCCA) national conference. Lynn is a member of the NHPCO Regulatory Committee since 2014. As a member of Weatherbee's Speaker's Bureau, Lynn teaches on a variety of regulatory, compliance, and leadership-related topics and is a permanent faculty member of Weatherbee's renowned Hospice Regulatory Boot Camp.

Lynn has been a registered nurse for 30 years with a Bachelor's degree in nursing from Carroll College in Helena, Montana and a Master's degree in Organizational Management from the University of Phoenix, Las Vegas. Lynn has been a State surveyor in both Montana and Nevada, and earned her Certification in Healthcare Compliance (CHC) in 2014.

Disclosure: Lynn Stange, RN, BSN, MA, CHC has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.

Colleen O'Keefe is certified in Hospice and Palliative Care and is also a Hospice and Palliative Nurses Association (HPNA) Approved Educator. In hospice, she has served as an RN Case Manager, Supervisor for a Continuous Home Care team, Clinical Educator, and Compliance Officer. Colleen's progressive leadership experience – and clinical, regulatory, and leadership expertise – allows her to deliver uncompromising hospice consulting services.  
 
As a Senior Consultant & Project Specialist with Weatherbee Resources, Colleen manages multifaceted clinical record audits for hospice organizations facing payment-related scrutiny, including those needing the services of an Independent Review Organization (IRO). Colleen has proven expertise in a number of high-level consultations, including: writing independent expert opinion statements in support of technical, clinical, and/or level of care hospice eligibility; providing assistance and guidance to hospice clients throughout the appeals process; conducting comprehensive baseline assessment evaluations and mock surveys for compliance with Medicare and other regulations; and, ascertaining potential risk exposures and devising action plans to address problem areas. Colleen recently provided consultation and assistance to legal counsel with the preparation of documents, demonstrative exhibits, and expert testimony for an arbitration hearing on a complex hospice matter. 
 
Colleen shares her expert knowledge nationally as a faculty member of Weatherbee's Hospice Regulatory Boot Camp and Documentation Essentials Workshop.   
 
Colleen holds a Bachelor's degree from Northwestern University and resides in southern California.  Disclosure: Colleen O'Keefe, RN, CHPN has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.