Courses
Medical Terms for Activity Professionals
Activity Charting with Confidence
Clear, confident activity charting should never feel complicated or uncertain. This course is designed to help Activity Professionals write documentation that is simple, accurate, and easy to stand behind. You’ll learn how to capture resident participation in a way that reflects individuality, choice, and meaningful engagement—while staying aligned with interdisciplinary documentation practices. Activity documentation is not a treatment plan; it is an ongoing narrative of engagement and quality of life. Effective activity notes are grounded in observation, interaction, and response, and provide consistent support for person-centered programming. This course shows how activity documentation fits within the broader documentation framework of the facility without duplicating or replacing clinical charting. The goal is straightforward: help you feel clear, confident, and consistent in your charting so your documentation reflects the work you’re doing and supports survey review with professionalism and ease.
Objectives:
- Understand the role of activity documentation within the survey process
- Learn how activity charting has evolved within long-term care
- Understand how participation notes support person-centered care
- Recognize the distinction between activity documentation and clinical charting
- Use assessment and care plan information appropriately in activity notes
- Understand resident rights related to choice, participation, and engagement
- Recognize the relationship between progress notes and activity documentation
- Understand how activity calendars and documentation support one another
- Identify when documentation revisions are appropriate
- Document consistently across group and one-on-one activities
- Recognize when short-term documentation approaches are appropriate
- Understand documentation considerations for rehabilitation and short-stay residents
Workshop Topics:
- Why Activity Charting Matters
- How Surveyors Read Activity Documentation
- Language That Supports Clarity
- Participation vs Attendance
- Consistent Notes That Still Sound Individualized
- Timeliness, Frequency, and Charting on Busy Days
The Care Plan - A Road Map
This course takes you through the Activity Departments required documentation process from the Baseline Care Plan through the final creation of the Comprehensive Care Plan. Particularly focus is tailored to the individuality of the resident and that care plans are in no way intended to be “cookie cutter” care plans. An appropriate and useful care plan begins with an effective and complete individualized assessment. When designing a care plan for each resident the professional must ensure that multiple sources within the Interdisciplinary Team assessments are considered to address the resident’s specific needs. The care plan you write must address these issues. The care plan is a representation of the accumulation of the facility’s assessment process. It is the final compilation of the individual resident’s problems, needs, and strengths. The care plan definitively scopes the resident’s care treatment process, describing conditions to be treated, expected outcomes, and the specific customized care services to be rendered. This course is intended to help you to become more proficient and savvy when it comes to realistic and relevant care plan development.
Objectives:
- Understand care plan relevance relating to resident treatment
- Learn how care plans have evolved historically
- Understand the development process leading to the care plan creation
- Understand how to implement SMART care plan goals
- Utilizing IDT assessment tools data for care planning
- Understanding resident rights in care planning participation
- Recognize the progress notes and care plan relationship
- Recognize the initial assessment and monthly calendar relationship
- Revising the care plan – why or why not
- Merging care plans – consolidate IDT members contributions
- When to use short term care plans
- Understand Rehabilitation care plans
Workshop Topics:
- Care Plan Overview – What is this document?
- The History of Care Plan Development
- Understanding SMART Goals
- The Process – Baseline Care Plan to Comprehensive Care Planning
- Reporting Timeliness
- Common Care Plan Mistakes
- Care Plan examples
- General Documentation Principles
- Documentation Corrections
