The 2025 Regulatory Compliance Toolkit is an extensive, policy-rich resource designed to help senior living communities align with federal regulations and improve resident care practices. It contains comprehensive policies, procedures, and supporting documents aligned with specific F-tags, including psychotropic medication usage (F605), discharge planning (F627, F628), fall prevention (F689), pain management (F697), bed rail safety (F700), infection control and enhanced barrier precautions (F880), and medical director responsibilities (F841). This toolkit also includes appendices, audits, consent forms, educational pamphlets, and multilingual resources to support staff training and regulatory compliance initiatives across a wide range of care topics.

This Emergency Preparedness Manual is a detailed guide designed to help organizations respond effectively to a wide range of emergencies. Organized into nine sections, the manual covers general procedures such as emergency contacts, codes, audits, traffic control, and staff recall; fire safety plans, alarm procedures, and fire drills; utility emergencies like power outages, gas leaks, water breaks, and system failures; and weather-related emergencies including cold, heat, snow, tornadoes, hurricanes, and earthquakes. It also addresses man-made threats such as biological events, bomb threats, chemical spills, and workplace violence. Additional sections provide comprehensive evacuation plans, risk assessments and response strategies for resident elopement, policies and preparedness for active shooter incidents, and pandemic planning with infection control, mental health support, and telemedicine integration. The manual equips organizations with clear procedures, checklists, and protocols to ensure strong, organized responses in any emergency situation.

The 2025 Norovirus Toolkit provides senior living communities with detailed guidance to prevent and manage norovirus outbreaks. It includes policies and procedures for infection control, hand hygiene, dietary sanitation, employee illness tracking, visitor restrictions, and environmental cleaning. The toolkit also features practical tools like tracking logs and forms aligned with CDC and FDA guidelines to enhance compliance and safeguard resident well-being during outbreaks.

The HealthCap Abuse & Neglect Prevention Toolkit provides comprehensive guidance for preventing, identifying, investigating, and responding to abuse and neglect in healthcare facilities. It includes policies and procedures, definitions, investigation checklists, administrative tips, guidelines for interviewing, documentation review guidelines, training materials, and examples of in-service training for staff. The toolkit aims to ensure compliance with federal and state regulations and promote a safe environment for residents.

State and Federal surgery agencies are being trained to perform record reviews, focusing on the legality of signatures, denying admission based on the resident refusing to sign an arbitration agreement and whether the resident is presented with a 30-day opt-out option once signed. Surveyors are also being given an extensive list of questions to use when interviewing residents, representatives, etc. on how well the arbitration process and key terms were explained to them prior to asking them to sign. Additionally, there are now a few federal F tag citations that may be cited in the event a facility is not able to show that arbitration agreements are being explained appropriately and signed by a legally authorized individual.

We've made the Facility Binding Arbitration Agreement Checklist and the Voluntary Binding Arbitration Agreement Sample available in Spanish to share with your Spanish-speaking residents and families.

An Active Shooter Program designed specifically for long-term care centers and laid out for your center to personalize as needed. This Active Shooter Program draws upon evidence-based research and information to help your team’s Disaster Preparedness planning

Alzheimer's causes, diagnosis and fact sheets

The decision to use bed rails is complex and based on a person-centered approach utilizing clinical judgment, as well as physical, psychological, and environmental factors. The use of bed rails has been associated with an increased risk of injury and death related to entrapment where a resident becomes caught, trapped, or entangled in the space in or about the bed rail. Bed rails are intended solely to assist residents with independent repositioning. Bed rails should not be used as a restraint or for discipline and must solely be used for medical necessity. The purpose of this policy is to ensure that residents who use bed rails remain as safe as possible, through appropriate utilization and maintenance of such devices. 

This toolkit provides various activity ideas for caregivers to engage residents living with dementia. It emphasizes maintaining a routine and offers creative activities to keep residents occupied, reduce loneliness, and enhance their well-being. Activities include arts and crafts, music, bird watching, gardening, and themed events tailored to different personality types.

This toolkit provides various activity ideas for caregivers to engage residents living with dementia. It emphasizes maintaining a routine and offers creative activities to keep residents occupied, reduce loneliness, and enhance their well-being. Activities include arts and crafts, music, bird watching, gardening, and themed events tailored to different personality types.

Este kit de actividades ofrece diversas ideas para que los cuidadores involucren a residentes con demencia. Enfatiza mantener una rutina y presenta actividades creativas para mantener a los residentes ocupados, reducir la soledad y mejorar su bienestar. Las actividades incluyen artes y manualidades, música, observación de aves, jardinería y eventos temáticos adaptados a diferentes tipos de personalidad.

A competency is a set of knowledge, skills and abilities (KSAs) needed for an individual to successfully perform various job duties. Under the new Requirements of Participation (RoP), competency goes hand in hand with the facility assessment, understanding the level of care your residents require and validating that the caregivers assigned to caring for them are competent. The CMS Competency Toolkit is not a requirement but a great resource and is on the CMS website at https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Downloads/CMPRP-Toolkit-1-Instruction-Manual.pdf The HealthCap RMS Competency Toolkit was developed as an additional resource, providing competency validation checklists for direct care staff as well as licensed staff. Using this toolkit in conjunction with the CMS toolkit will assist in ensuring you are meeting your resident needs as well as the Federal requirements on competency.

Additional checklists for direct care staff: A competency is a set of knowledge, skills and abilities (KSAs) needed for an individual to successfully perform various job duties. Under the new Requirements of Participation (RoP), competency goes hand in hand with the facility assessment, understanding the level of care your residents require and validating that the caregivers assigned to caring for them are competent. The CMS Competency Toolkit is not a requirement but a great resource and is on the CMS website at https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Downloads/CMPRP-Toolkit-1-Instruction-Manual.pdf The HealthCap RMS Competency Toolkit was developed as an additional resource, providing competency validation checklists for direct care staff as well as licensed staff. Using this toolkit in conjunction with the CMS toolkit will assist in ensuring you are meeting your resident needs as well as the Federal requirements on competency.

Additional checklists for direct care staff: A competency is a set of knowledge, skills and abilities (KSAs) needed for an individual to successfully perform various job duties. Under the new Requirements of Participation (RoP), competency goes hand in hand with the facility assessment, understanding the level of care your residents require and validating that the caregivers assigned to caring for them are competent. The CMS Competency Toolkit is not a requirement but a great resource and is on the CMS website at https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Downloads/CMPRP-Toolkit-1-Instruction-Manual.pdf The HealthCap RMS Competency Toolkit was developed as an additional resource, providing competency validation checklists for direct care staff as well as licensed staff. Using this toolkit in conjunction with the CMS toolkit will assist in ensuring you are meeting your resident needs as well as the Federal requirements on competency.

This Toolkit outlines the guidelines for the use of electronic monitoring devices in resident rooms. It covers consent procedures, installation requirements, cost responsibilities, privacy law compliance, and signage requirements. The policy aims to ensure resident safety and privacy while allowing for the use of monitoring devices under specified conditions.

This Toolkit outlines the guidelines for the use of electronic monitoring devices in resident rooms. It covers consent procedures, installation requirements, cost responsibilities, privacy law compliance, and signage requirements. The policy aims to ensure resident safety and privacy while allowing for the use of monitoring devices under specified conditions.

Este kit de herramientas describe las directrices para el uso de dispositivos de monitoreo electrónico en las habitaciones de los residentes. Cubre los procedimientos de consentimiento, los requisitos de instalación, las responsabilidades de costos, el cumplimiento de las leyes de privacidad y los requisitos de señalización. La política tiene como objetivo garantizar la seguridad y privacidad de los residentes, permitiendo el uso de dispositivos de monitoreo bajo condiciones especificadas.

Elopement is a serious and significant event that can lead to resident harm or death. In addition, the regulatory, financial, and legal implications of an elopement can stay with a facility for years. Current standards of practice and evidence-based strategies can assist in reducing the risk of elopement and negative outcomes.

This toolkit is intended to guide the interdisciplinary team in identifying the root cause for these behaviors and develop plans that balance freedom of movement and safety. This toolkit also addresses the rights of residents who are alert and oriented.

The "Emergency Preparedness Manual" is a comprehensive guide for senior living facilities detailing various policies and procedures to handle emergencies. It includes specific guidelines for dealing with active shooter events, elopement, blood spill cleanup, staffing during emergencies, telemedicine, and access to electronic health records by surveyors. The manual emphasizes preparedness, staff training, and compliance with legal and regulatory standards to ensure the safety and well-being of residents and staff.

Multidrug-resistant organism (MDRO) transmission is common in skilled nursing facilities, contributing to substantial resident morbidity and mortality and increased healthcare costs. Enhanced Barrier Precautions (EBP) are an infection control intervention designed to reduce transmission of resistant organisms that employs targeted gown and glove use during high contact resident care activities.

Policies, checklists, tools and more to assist in the reduction of falls.