An Interview with Dr. Todd Schmeideler, Senior Vice President, Trilogy Health Services and Trilogy Foundation

Dr. Todd Schmeideler, Senior Vice President, Trilogy Health Services and Trilogy Foundation

Dr. Todd Schmeideler, Senior Vice President, Trilogy Health Services and Trilogy Foundation

Nearly two years ago Trilogy Health Services began an innovative Apprenticeship program for Caregivers working in their 115 locations located in 4 midwestern states. The results of the program have been impressive and the program continues to provide very positive results both or Trilogy and caregivers alike.

Interviewer:  Todd, why did you begin the apprenticeship program?

Todd:  You know, there's two reasons. The first is to give our direct service employees an opportunity to grow in their knowledge and their pay. Right? The second thing is, is that our company has a fundamental principle that we're trying to give our employees hope and confidence in everything that they do. Hope that they can be more than they might've been without us... and confidence once they start down that road that they can achieve it because they're not alone in it. 

Interviewer: Have the goals changed since the beginning?

Todd:  They’ve expanded more than changed.  We started with two apprentice programs. [caregivers and culinary workers] They've been highly successful and I would say that because of that and because of the impact that it's made on the employees that we started getting other employee segment populations coming to us and saying,  “Could we get an apprentice program?”

Our goal is to continue to offer more apprentice programs than just the two. We've added two in the last three months and we're anticipating adding up to six more in the next year. This is in four Midwestern States. Our locations are primarily in Indiana, Ohio, Michigan and Kentucky. We have 115 senior living facilities. We're also starting an apprentice program with our pharmacy company which has more locations that are spread out throughout the country. They have a smaller number of employees. We're going to be doing a pharm tech program with them to offer the same kind of hope and confidence for their employees.  

Interviewer:  How many employees are participating overall?

Todd:  About 6,000 in total. Indiana has 65 of our 115 locations, so they have 3,500 apprentices. Ohio has 1,000 and Michigan and Kentucky each have six facilities or about 700 participating in each state. 

Interviewer:  What the key components of the apprenticeship program?

Todd: Well, our nurse aid  program is our largest and has three segments:

The first is to take people who want to enter into healthcare, particularly bedside care and get them certified as a nursing assistant-Certified Nursing Assistant - or CNA. They'll come in uncertified, we'll get them certified through the state.

The second level is to get them dementia certified. So working with you guys [NCBAC} our goal has been for them to have an understanding of the cognitive awareness and abilities of our residents. We want them to be able to serve them better, but also so that they can serve family members better.

The third stage is what we call specialty certifications. And there are five specialty certifications in that track. So once you get through the first two, the CNA and then the dementia, you have a choice of those five.

Interviewer:  How do dementia caregivers participate in the program? Can anybody be an apprentice? How are they selected?

Todd:  They're selected by their job code, their job title. We started with nurse nursing assistants, and then added culinary, those were our first two.  Obviously with nurse assistants -the dementia program was existing. However culinary students don't access the dementia training. They have their own culinary program that they use. We've recently added life enrichment, which is basically our activities group, as well as hospitality. Both have dementia as a component as one of the certificates they earn in their pathway, as well as on an exception basis.

Though we don't have an apprentice program,we have been training our environmental services staff - that would include housekeeping and laundry services -  in dementia care.  We're planning  an apprentice program for them. And the dementia certification will be one of those that they can earn as a primary area of achievement. When they learned about the dementia program, they asked if they could be added to it. When they spoke out, what we saw was that that population had a very small pathway. There we have lot of well tenured people in environmental services and we had not been giving them a pathway to increase their knowledge and pay.

Interviewer: Do your team members volunteer for the program or are they assigned to it?

Todd: If you have a specific job, you're automatically in the apprentice program.  I often liken it to  the more traditional apprentice programs like plumbing. If you want to become a plumber, you go to a company, you get hired and that company says, "okay, you're now going to be a plumber assistant with union. We don't have a union. If you're going to be a nurse aid with us, you are an apprentice in the nurse aid track. That doesn't mean that you have to be active - to be learning in some path that is predetermined by someone else. You're not up against  time limits. You do it at your pace. We're really trying to motivate more through encouragement.

There are little letters on their name badges. When they finish each segment it spells out something like "DEMENTIA".  It's very powerful  encouragement. It's also one of the more powerful ways that you build culture. When people can see it and they're proud of it, other people want to join in.

Our culinary program is another great example - we call four star chefs. And so each time that someone earns that first certificate, they earn a star. So then when they finish the second one, they get the second star. And when they finish the third one, they get a third star. When they finished the fourth one, they become a full four star culinary chef within our program. That has really driven the success - that is the ability to recognize not only the person going through it, but to recognize it as an important part of our culture.  

Interviewer:  Are the apprentices taking courses online? Do they get one-to-one mentoring? Tell me what the typical participant experiences.

Todd: With some exception, they're online, on demand and mobile friendly. Our providers are typically using our LMS [learning management system]. Of course we also have 1-1 mentoring. 

Interviewer: So by mobile friendly you mean they'll do it on their phone?

Todd: Yes. Lots of times they'll do it on a phone or a tablet. You know, they don't have traditional laptops.  We don't have a lot of laptops in our campuses. We have a few computers that they could use, but we don't designate time in their workday for them to use them. This is an outside certification that they earn on their own. That's also why we don't pressure them to do it. The course is  typically in our LMS. That means we know exactly how far along they are and when the last time they were in the system.  We have visibility and can encourage them appropriately. how We can encourage and have them be more successful by utilizing our own systems and doing it on demand - online on demand.  

Interviewer: Do you find that most people who are enrolled in the program or completing the program, you're in your second year now?

Todd: Yes We've had time for people to complete the program in its entirety. I wouldn't say the majority because at any given time we've got 4,500 nursing-related candidates we might have 1500 journeymen. 

Interviewer:  A journeyman is somebody who's finished their apprentice program?

Todd:  Yes, they've earned it in the nursing  program.  Or they've earned  it  in the culinary program, where they have to earn four certificates. Regardless of the program they are called  journeyman if they've completed. It's a department of labor term.

To go back, just one thing besides the online on demand, we do two other three other things that I think have created success for us. First is that we have a, a "preset mentor" kind of help. So it's a peer supervisor who supports the apprentice going through the process. They also do all the competency check-offs on site. And it doesn't matter what apprenticeship it is, we always had those support mechanisms. The second thing that we offer is we offer what we call success coaches. Success coaches travel from campus to campus, working with individuals to help them overcome their obstacles and challenges. They give them access to programs and employee benefits that they might not have otherwise known about. The third thing that we do is we have communication that's tied to workflows or progress. One example is communication that happens when they get halfway through a certificate. In your case, I think the NCBAC course has nine modules. When they get through their fifth module, then they get a message the next morning that says, "Congratulations, you're halfway through to a pay raise."

Milestones are progress markers and that's automated. And so we send that out hundreds of thousands of those a month. We have 6,000 people in the program and they're all going through it at their own pace and in their own way. We want to message globally and build our culture around it.

We also understand each person needs to understand we are having a conversation with them. If we're not having a conversation with that person, whether it's through the preceptor or the mentor or the success coach or these messages I just described, then you're probably going to feel pretty alone on an Island. That's never been a recipe for success. We want everyone to know they are a part of something special, so those are the communication mechanisms that we put around the overall program. 

Interviewer:  Are you getting feedback from residents that they see a difference in the higher levels of training?

Todd:  I think actually, yes. I'll tell you what we hear from many of residents. They are as proud that the person earned the certification and celebrating with them as the person who's earned it. It's  like our name badges. We make it very public when they earn another certificate. We have a party for our employees every month. That's where they get this certificate. They get an award. They get called up in front of the rest of the employees and often residents and they get congratulated. It's almost like a receiving a diploma. So think about going to college.  You've got all these people graduating and everybody gets up and everybody's cheering. Well, the family for our employees are our residents and their coworkers.

So by allowing them to have part of that success, it feeds the encouragement of the employees who say, "I couldn't possibly do that".  It gets back to that hope, you know? And when you congratulate one person publically, you build more general confidence cause everybody else is cheering you on and they're letting you know, "great job on that". Then you're see it on your pay stub and you say "Hey, I did this!"

So our real goal with the apprentice program isn't just simply to help people get through and become journeymen. It's to convert them from journeyman, if they have a desire, to get a college degree. Many times people have have gotten into a role and they've been in that role a long time and it's been a long time since they been, in school. Maybe they weren't even very good, students while they were in school. But today is a different day. They might be in their late twenties or thirties or forties who, I mean, we've got somebody in their sixties who all of a sudden when they got through their apprentice program, they said, you know what, I'd really like to go to college. And we converted all of those certifications into college credit. And as a result of that, now we're getting people who are literally going to college who we helped them pay for their college, but they also earn this college credit. So they don't feel like that they can't do it. They just need the support to be able to do it. 

Interviewer:  What would you say are the most valuable parts of the program? When you started the program, you obviously thought it through in great detail. What is the most different? What were the biggest surprises? What are you happier about that you than you expected in terms of how is it playing out differently than your original idea? 

Todd: What am I happier about?

Two things. I'm happier with the quality of the experience that our employees get from our internal team of leaders who do this. I'm also happy about working with our third party partners. You never know what to expect and as you go through this, not everything works. I'm happy about going through this process and being with people who are willing to adjust with you. People that know that you don't have the end result yet because nobody's done this. Nobody has done this in healthcare. In our four States we are by far the largest apprentice program. That's not just for healthcare. Largest apprenticeship program, period. To share some scale with you, we've got 6,000 apprentices now. I read an article very recently that cited CVS as the only healthcare company that cited on apprentices. They've done a thousand apprentices over eight years. We have 6,000 active.

I think that that doesn't happen without the right people. The other thing that I'm probably most surprised about, pleasantly surprised, about is how it's been embraced by our employees that we didn't even build a track for. I really thought, okay, the nurse AIDS are going to like it because they're going to get pay increases. The chefs, which was a much harder thing to do than I had ever planned on. The chefs because they don't have a culture of growing like ours -  like our caregivers do. I'm refering to a culture that centers around bedside care.

In the kitchen when you're a cook, you usually don't do online classes to become a better cook. You just cook more. When you cook more, you get incremental pay raises. Like everybody else cooks receive a raise of a few percent in that year, but they don't necessarily experience where they can go out and they can earn a certificate and all of a sudden that certificate gets them a pay raise. Restaurants typically are small businesses. You've got the big ones , but most of the time they're small mom and pop restaurants and they don't have these kinds of tools that we have.

So it was harder to get them going. We had to put in additional incentives in and we really had to partner closely with our vice president for dining services. He became the champion. That was a learning lesson. Most of the time when we're doing these things, we have agreat deal of credibility. That's because of our foundation and because of our other educational things that we've done. People generally like us, we've granted  3000 scholarships. So partnering with the champion who could be our voice of trust within that group was critical. Right now, we've got about 200 journeymen in our culinary program. Going in to this year we had two.

Interviewer:  So do you notice a difference? Can I ask you if the food is better at trilogy? 

Todd: The food's better  Trilogy because we bought better food and because we hire better people and we have standards.  Are the tools that they're learning helping them or find how they do their job so that they can do it in an easier, more efficient and a more effective way? I believe so. Not every single time is every single meal going to be better because they are a journeymen, but consistently they're going to be better positioned and they're going to be able to share that knowledge with people who are working with them that are hopefully gonna make everybody better. 

Interviewer: So outside agencies come in to take a look at trilogy? I'm thinking about government agencies.  Do you have a few different kinds of organizations that look at you and want to be sure that you're doing the right thing? 

Todd: We got audited by DOL. Every state. 

Interviewer: Have you noticed differences in those ratings as the program progresses? 

Todd: Um, you know, I can't yet. We not run the numbers on that. We've run the numbers on things like turnover and retention. A very direct correlation is that this past year we had our two highest ever employee satisfaction results through Great Places to Work. We know the connection between the employee satisfaction.  When it goes up, our customer satisfaction goes up. When our customer satisfaction goes up. Then our ratings go up. You know, both from a clinical standpoint done by the state as well as by our customers. When that happens, we actually have a better in ROI at those campuses. We know that for 20 years. basically profit. Campuses make more money when we invest in them. It all stems back, we believe in what we call the flywheel to success.

That flywheel starts by having an engaged, educated employee workforce,  that are happy and want to come to work. They want to do the right things. Because they are engaged, they want to make sure our customers have a great experience, not have to cause they're getting paid a paycheck, want to because they feel loved and cared about on their own. Then ultimately when your customer feels that way, they're going to continue to utilize your services or refer to you. That's how we're going to make money. We don't make money sitting around thinking about how to make money. We make money by treating our people right. We make money by reinvesting the money we make back into our people. So every year we've done dramatic new things to support our people. In 2018 the apprentice program was one of them.

In 2019 we expanded our student loan repayment program and doubled it. Now 1500 employees get a payment on their student loan of $100 every month that they work for us. Or we started a brand new program where it's free tuition for our full time and part time employees at Purdue Global for their 171 degrees with no work requirement connected to it. When they finish their degree.  6% of those people in a criminal justice degree. So in five years they don't owe Trilogy anything. They owe Trilogy is  a thank you for being with us.  Trilogy owes them a thank you for being with us.

If somebody wants to be a police officer and to do that they needed to get a criminal justice degree, they can do that through Purdue Global and they're going to be with us another two to four years to get that degree, then I want them to go where they want to be. Otherwise I'm breaking our fly wheel.

We want an engaged and educated workforce. The minute that I handcuff somebody, they stop being engaged. They may be educated but they're not engaged. And if I break that one, then the rest of the thing is broken.

You can't go back. You know? It's a hard thing because there are very few companies that do that. I don't know, another company who is investing in free tuition at a major institution for all of its full and part time people and not having a work requirement related to it. Frankly, sometimes our internal people think I'm crazy. But you know, these are the things that have paid the most dividends. Sometimes things don't seem like they're good business decisions. . But in reality, they're good people decisions. When you do the right thing for the right group of people, they will respond appropriately. I believe it.  

Interviewer: Will trilogy take this to other States and/or will you stay in the four States where you're operating? Of course I mean Kentucky, Indiana, Michigan and Ohio. 

Todd:  Trilogy is a Midwest company. We're not going to go outside of our four States that we can foresee. We going to help other companies who are currently seeking how to do what we've done? We're going to try to help them. How? I'm not quite sure yet, you know? But we think that good leaders don't hoard. They share, you know, and I'm not really in competition with them. You know? That's the mistake I think that goes on is I'm not in competition with else or something else. I'm in competition. Do what's right.

That is hard enough in this world, but when we stand up for what's right, it always pays dividends. Even if sometimes you can't see it on paper.

 

An Interview with Chris Gerardi, President/Owner of Chicago-Area HomeHelpers

Chris Gerardi, President, HomeHelpers Franchise in Chicago

Chris Gerardi, President, HomeHelpers Franchise in Chicago

NCBAC: Good morning Chris. It is so good to hear your voice. How are you doing?

Chris Gerardi: Just great.  And, how are you doing?

NCBAC: Well, I just came through a “bout” with pneumonia, but I am really thanking God I’m still alive but realizing how fragile we all are…. It gave me such empathy especially for you and your care givers. I can’t imagine how all of you are doing under the circumstances of this pandemic. I value this chance to speak with you. I want to stick to the questions I sent you, but if there is anything that you decide to say or need to tell me, we can veer from what we planned to do – that is fine.

Chris: No problem at all.

NCBAC: Generally, how are you and your wife doing as leaders in this field?

Chris: Well, I think a lot of it has to do with relying on our faith. That is where we come from in our household and that is what we try and project in our business.

My wife Carol has always been a significant part of mentoring me on the business, but she works full time as a banker as a branch manager.

We had plans in place late last year to do a major renovation of our home which certainly has shifted our lives - we’ve got that going on. I’m speaking from my home office in a small apartment while our house is torn up inside being redone but we are doing fine! We’re blessed. We’re healthy.  We both are working and getting paid so that’s a good thing. We’re getting through it OK.

Carol has an old friend from grammar school who passed away recently. That’s the closest we’ve come to it personally. Otherwise, all the family is fine. Carol’s father is 92 and he lives in an assisted living facility and cannot have visitors of course. Now, we’ve got that too and yet were doing ok. His spirits are still up, and we talk with him frequently via video call so although it is not the same as a visit it is still a more personal way of interacting.

NCBAC: Is there any special message that you can share that you realized of late that you needed to give your caregivers?

Chris: Yes, a couple of things come to mind.  There are two channels of communication that we have been consistent with since our world changed with COVID. The first channel - the culture - builds on something that we have already, because  I think if you don’t have the supportive culture in place, any communication that is specific to COVID or dealing with any special circumstance is much harder because it may not come across as authentic.

We tell them consistently that we are here for them. If there is something that they need - if its money, childcare other personal or family matters – we encourage them to ask for help. We gently remind them, if you do not ask, we cannot help. As I mentioned, we consider ourselves faith based, but of course we do not discriminate or require that our employees be Christian, but many of them know we are coming from that perspective and they know they are in our prayers.   We remind them that we are blessed to have them in our presence. The second channel is about education, reminding our staff to keep yourself, your family and our clients safe using social distancing, hygiene, PPE and many other safety protocols that we know can make a difference.   Early on, we have been making sure supplies are available for them and our clients and that our caregivers are exposed to specific training regarding COVID.  

We use Care Academy right now for online training.  They have some specific Covid related training which is particularly good and normally they have just so many seats where they can train people, but CareAcademy opened the COVID training to unlimited training seats. We have 50 caregivers and we used to have to move our people in and out of training depending on the number of seats they had available. But they are allowing us to give the training to all the caregivers at one time.  

We have also educated our people as to what rights they are entitled to because of what is known as the Cares Act. We have communicated to them the information about this legislation that provides them with family leave or for paid sick leave if its related to COVID. The Act allows us to be paid back through tax credits.

Our caregivers are aware, in addition, that if it is not COVID related, they should still feel comfortable coming to us to ask for help. We are here for you if there is anything you need, we will help. I’m sending texts to them in that regard.

We are seeing that some home care owners have felt the need to stay in constant contact. I prefer to have less frequent, yet regular communications because we do not want to create fear or overwhelm them with constant communications, instead, we spoon feed the messaging. That way the information does not cause information overload.  What we are doing is contacting regularly and it is creating a good habit. We want to continue doing this and be more disciplined about it going forward. Consistent positive messaging should be for culture building and education, it is a good blend.

We also have connections with our local cooperative of 6 owners and we have the support of the franchisors and of course the Home Care Association of America. We are getting a lot of intel on a multitude of issues.

We really have not had any issues. Our current clients feel that our market is safe, but we have lost some clients who would rather take care of their loved ones in the home and avoid visits from caregivers at this time. So we have lost some clients, but we are still doing ok.

I remind our caregivers that we have the backing of the government loans which we just received. I assure them not to worry because if we are losing some clients the wonderful thing is that we can still pay them. There is a financial component to all of this, and we want to help our caregivers thru this as best we can and at the same time be a steward of the business.

NCBAC: It is wonderful to hear that you are talking about a faith-based organization that gives people a sense that you care for them (employees) and that in turn means that they are very prepared to care for their clients. Is there a special message for caretakers of Alzheimer patients?

Chris: Yes, and the answer is likely near and dear to you as an educator and that is that there is a real difficulty explaining to those who suffer from Alzheimer’s or dementia what is happening.  It is a rather complicated thing. A typical question is “Why aren’t we going to the store?” Our caregivers tell us this is a common question being asked of them.  To explain why we can’t take them out of the house is a challenge and it can be hard to maneuver. We are working on ways to keep our dementia clients from becoming too anxious or depressed.

NCBAC: As we rely even more heavily on a skill set called ‘communication’. Not only the technology associated with communication like Zoom for example but emails etc. are critical. What do you recommend that we do? 

Chris: Well, as I said recruiting is much harder.  However, caregivers who have been consistently working are staying involved. So, the ones that are current are fine but the people who have been waiting in the pool are not taking jobs. That is a challenge and one thing we are doing is interviewing using zoom, Facetime for Facebook Messenger.

NCBAC: Can you share some stories about your caregivers as heroes and heroines?  Can you offer a shout out to people on your caregiving team?

Chris: Great question. I consider every one of them heroes…. They’ve already been told, but they are hearing me say it more and more as they are venturing out to help the most vulnerable in our society.

Some of our caregivers are in even more challenging situations. For example, we do provide help to a long-term facility. We help with shifts during the week. These people are true heroes who work in this memory care wing where we have 12 clients.

The long-term facility has had some trouble staffing but have not had any COVID incidents yet. In this situation, they are much more vulnerable since the patients are closer together. We have three people going in there.  Mary is one of them - a rare caregiver. Anything that we ask of her she does. Mary can do back to back shifts - whatever it might be. She and two other people are helping in very risky situations and exhibit a very high level of heroism.  (Since the interview, this facility has now reported 1 employee tested positive for COVID and 3 residents on the floor we work on as positive COVID. Yet. Our caregivers are still willing to go work there!)

 We do not; hear the phrase “I’m leaving” very much but I do not blame them especially if they have children. We must understand their concerns and be respectful.

NCBAC: Do you think that this pandemic might show us the caregivers’ great value?

Chris: Yes, and the good news is that the Care legislation finally includes them in the medical category!

NCBAC: How can NCBAC help and what can we do specifically to reach out to them?

Chris: You do have contact through the training files - correct?  If they are asking for specific information from you it would be good to share and support them and contact them personally.

Carol was talking recently about how frequently we our connecting with family and we realized that we are connecting more in person on the phone because we are used to going to see them. Now, we have to phone/text and maybe NCBAC could use this method to stay in touch with your certified caregivers/educators.

NCBAC: That’s a great idea and I promise after this call is over, I will start to make the calls.

Chris, we are at the end of our time and I hope to connect with you in a month or so to see how you are doing. Give our best to especially to Carol and your team!

Chris: Thank you. Looking forward to staying in touch as well. It was very nice spending time with you, Ellen.  And, keep up the good work!

An Interview with Rebecca Delzell, A Hospice Chaplain

Rev. Rebecca Delzell

Rev. Rebecca Delzell

NCBAC: It's a privilege to talk with you today. My first question is simply, how did you start in this work as a hospice chaplain?

Rebecca Delzell: It was 2008, the economy had crashed and as the primary breadwinner I was applying to any and every job. I applied at a hospital and did not get the job that I wanted but the woman in HR said that there were hospice positions available. So I applied for them, but I was ‘mad’ with God and said to myself, “Really? Hospice with the dying and part time!?!” How was this going to work?”  It was purely accidental but now I tell people that we may enter this field accidentally, but we do not stay by accident we stay by choice. Everyone who stays has a passion for this work and they want to stay in the field. We help people die peacefully so no one stays in this work because they must, in my experience, they stay because it is a calling!

NCBAC: How long did it take for you to realize you had a true and lasting passion for this work?

Rebecca: I realized soon after that I was not just cookie cutting my visits with my dying patients.  They are all unique. And, every disease is unique, and every patient is as well. Each one of them is an individual with a unique family dynamic and the dying process is all unique. I realized I needed to learn more in depth exactly what I was doing.

NCBAC: So, when you say you were trying to understand the new things you encountered about your work, where was the first place that you went for help, advice, insight etc. - all those things?

Rebecca: I depended on my nurses and social workers who had done the work for a long time, but CNA’s were always incredibly helpful. So, in terms of gaining the most information from my team, the CNA’s know the most about the patient because they are doing the most intimate work, so, I learned quickly to go to my CNA’s.

NCBAC: Did that ever change for you?

Rebecca: No, they are still the ones who know the intimate details - the losses that I’ve not been told about for example - the reasons that individuals are experiencing spiritual pain. It might mean that a CNA can tell me, “Did you know that they were sexually molested? Or, did you know that they had a child die in infancy?” Things like that they knew to tell me so that I could better address our patients’ spiritual pain.

NCBAC: I am intrigued that out of all the people on your team, you realized quickly that the CNA’s were the ones with the broadest/deepest experience with the patients. And, that you depended on them most of all to help you in your work.

Rebecca: Yes, it is true. They are social workers and chaplains. In many ways they are nurses too. They are 100% undervalued in my opinion. They are assessing wounds and judging the patients’ skin integrity for example. They assess their patient’s mentality more than anyone on the team.

NCBAC: Considering all that we are saying here today, what do you think the gift is that you bring to this work?

Rebecca: I am a team player. So, if I see someone in what appears to be spiritual pain, I cannot be comfortable addressing a patient’s spiritual needs alone. Now, I always seek out the CNA’s and nurses when this occurs even though I am pretty sure it’s emotional pain. The ones who see the patients the most - two to three times a week are the CNA’s more than anyone else on the team! That’s why they know so much and gain so much trust.

So, I am constantly in touch with all of them. As a board-certified chaplain, I’m required to do 50 hours of continuing education annually. I attend mostly conferences on death and dying and workshops that deal specifically with hospice.

NCBAC: Can I assume, even though I know you to be extremely dedicated to your work that unless there was a mandate to do continuous learning that it was something you might not have done so consistently unless it was a requirement of your certifying body?

Rebecca: Yes, and one of the key reasons that I decided  to work with the National Certification Board for Alzheimer & Aging Care is NCBAC’s certification policy. It is the fact that attracted me because recertification means you must stay very involved in your work and continue to seek out training that makes staying current in your field mandatory.

An Interview with Boris Lantzman, President, Friendly Care

Boris Lantzman, President, Friendly Care

Boris Lantzman, President, Friendly Care

Boris Lantzman provides home care workers to individuals and families throughout central and southern Ohio. We interviewed Mr. Lantzman at his office in Reynoldsburg, Ohio. One of several that are located central to the geographies they serve.

NCBAC: Boris, you’re just in your mid-thirties, but you shared you’ve been in the business for twenty years. When did you start?

Boris: My family came to this country when I was in elementary school. We immigrated from Russia. My father had some friends on the East coast who told him that the market for eldercare was going to grow rapidly as Baby Boomers began to retire. So, he researched the work and started his business in a new field. It took him a few years to get a foothold. When I was 15, I joined the business and began writing policies and procedures manuals and helping with audits. I learned the business inside and out.

NCBAC: So, what happened after that?

Boris: Well, I learned very quickly that I liked working independently. I liked making decisions and living with the decisions. There’s more risk than working in a corporation. Corporate work is steadier, but there is often less upside as well. I went to Ohio State and graduated with a double major in Business and Finance. I felt It was important to get myself educated and equipped to compete.

NCBAC: Why do you think this business is successful?

Boris: Well, what separates us are our people. From the office personnel we hire to the individual caregivers that go to homes. We hope to take each person to their potential – whatever that is. Above all, we need people that care about patient care. Along the way you are bound to fail, failure is a fact – but how you rebound is critical. Success is often dependent on being in the right place at the right time. We have a scheduling system that ensures we cover “call-outs” – those times when a caregiver cannot keep a scheduled time with a client.

NCBAC: How do you recruit caregivers?

Boris: Every way we can. Word of mouth is the best. We also use social media, local ads, job fairs or recruitment days – what ever is available to us in each community where we have clients or are expanding. With each candidate we do interviews, background checks and of course, drug testing. We’re very careful – we’re sending caregivers into people’s homes.

NCBAC: How do your customers pay for their service?

Boris: Most are state and federal funding, including Medicare and Medicaid. The remainder are private pay.

NCBAC: Do your caregivers work any hours?

Boris: Yes, generally they do. We operate 24 hours a day, 7 days a week.

NCBAC: What are your criteria for hiring a caregiver?

Boris: Well, that is difficult to answer. It’s a combination of things. I suppose first and foremost we look for someone that has a good work ethic. Not everyone does. They must want to do the work. If they have a good work ethic, we’ll work with them to reach their potential. Whatever that potential may be. We recognize that everyone’s potential is different.

NCBAC: Is retention an issue for your company?

Boris: Well, we do have attrition. All companies do. We try to keep it low by providing a better work environment for caregivers. We strive to make our own processes easier for them. And we like to focus on work migration – upward mobility.

NCBAC: How do you train a new hire?

Boris: Most of our training is hands-on, but we do several different things. We do in-home simulations and we train them on our internal processes. We have orientation videos. We simulate real care for real people. Overall new hires get about 75 hours of training.

NCBAC: What are your biggest challenges?

Boris: Without a doubt it is finding good people. We are growing. We’ll open our eighth office this year. We are expanding into new areas and each of those areas require qualified caregivers.

NCBAC: What are your goals for the future?

Boris: Well, we want to keep growing. But in doing so I try to live with three goals for my life:

  1. don’t be afraid of failure

  2. work hard

  3. don’t listen to the nay-sayers

NCBAC: What advice do you have for caregivers?

Boris: Number one goal would be – BE PASSIONATE! To be in this business you must want to help people. Be sure you are a right fit for the work!

NCBAC: Thank you!

An Interview with our Founder, Donna Surges Tatum, PhD, CAE, CAEd™

Donna Surgest Tatum, PhD, CAE, CAEd™ Founder, NCBAC™

Donna Surgest Tatum, PhD, CAE, CAEd™
Founder, NCBAC™

Interviewer

This interview is one of a series of print interviews conducted by NCBAC™. The series includes leaders in the area of healthcare, aging and dementia. Some have conducted research, some are business leaders and others are experts in the best methods of day to day care.

Today we're speaking with Dr. Donna Surges Tatum who is the founder and president of NCBAC™, the National Certification Board for Alzheimer and Aging Care. Dr Tatum is also a practicing psychometrician. Donna, we certainly want to learn more about NCBAC™ and how it contributes to the elder care community, but maybe we should begin asking you what exactly does a psychometrician do?

Dr. Tatum

That's a good question - nobody says I want to grow up and be a psychometrician, because none of us know what that means until we get into this weird little world of testing. Psycho is mental; metrician is measurement. So it's mental measurement. What we do are things like psychological testing, or the kindergarten through senior in high school testing that the States do that on a regular basis. What I focus on is certification and licensure. We really delve into the mechanisms of testing. A psychometrician is someone who oversees the entire process to ensure the testing standards are met; analyzes data to make sure the test items are fair, targeted and working properly. With certification/licensure credentialing, our mission is to validate fair testing to protect the public.

Interviewer

So why would I want to be certified with something? If I take a course in elder care and go and take care of my grandmother or someone a nursing home, am I going to do a worse job than someone who has taken a certification course? Help me with that.

Dr. Tatum

Well, I think that any kind of education and experience is important. That is something we learn, and it becomes part of our ability, our skillset.

Certification is outside recognition of that skill. It is a third party saying, “Yes, this person knows the area of elder care.” Or it could be a car mechanic or a nurse. There's a certification or license for just about any occupation. It is professional recognition and a quality indicator.

Interviewer

So how do you get to that when you certify somebody in elder care, how do you know that they understand elder care? Where do the questions come from? How do you figure out what to ask and how do you create a certification exam?

Dr. Tatum

It’s important to know that The American Psychological Association, the American Educational Research Association and The National Council on Measurement and Education, all combined to create what we call the testing Bible: Standards for Educational and Psychological Testing. It has all of the standards that we adhere to, to ensure a proper and valid test. It consists of the guidelines for what we do and how we do it.

It all starts long before the first test is taken by a person. The first thing you do is you make sure that there is a body of knowledge that is unique to a profession. A committee is formed of people who are experts in that area. You gather documentation by conducting a literature review, evaluating job descriptions and licensure requirements, whatever may be available for that profession. The Subject Matter Experts, or SMEs, use all the information to determine the “body of knowledge.”

Then, through a further series of meetings the committee decides what the work is and creates a Job Task Analysis survey which links education to practice. After the survey data are analyzed and the topic areas are weighted, the committee establishes the test specifications, or Test Plan. It is a long and detailed project.

Interviewer

When you say you gather surveys from people doing the work, how many do you need? 10, 15, hundreds? thousands?

Dr. Tatum

Well, that varies. For our caregiver and educator survey we have had many hundreds of responses, maybe over a thousand by now. We want to make sure that it's geographically distributed because sometimes there are practices that some people may do in the West coast that aren't used in the Midwest. Because this is a national exam, we want to make sure that we capture all of the nuances of what is done.

Interviewer

This sounds like a lot of work. How long did the whole process take? If somebody wants to start a certification from beginning to end, how long does it take?

Dr. Tatum

Oh, absolutely. If you're starting from scratch, depending on human resources, available information and money, it can range from over a year to several years.

Interviewer

So, it sounds like you worked with a number of colleagues who were in somewhat related professions, but why did you start this? Was there a personal experience that launched you into this? How did you get the idea and how did you decide that there was a need in this area?

Dr. Tatum

Well, as so often happens, things are just serendipitous. You pull a string and you follow it! I was teaching at the University of Chicago and a woman took my class who was president of eight assisted living homes. One night after class we were talking about the fact that she certified the caregivers who worked there.

As I talked further with my student, I learned that what she had was actually talking about was an in-service training in her facilities. Then participating employees were offered a printed certificate – essentially attendance completion. That's what many people think is certification. I realized maybe this was something that needed to be done as a true certification

Interviewer

And was this your first certification, for the Certified Alzheimer's Caregiver?

Dr. Tatum

We developed two credentials simultaneously; the Certified Alzheimer Caregiver (CAC™) and the Certified Alzheimer Educator (CAEd™). We assembled a group of SMEs who were experienced in Alzheimer’s Disease and Related Disorders, or ADRD. The committee was comprised of nurses, social workers, administrators, educators, activities directors, caregivers and testing experts. We were very fortunate the dean at the University of Chicago Harris School of Public Policy gave us meeting space monthly for three years as we developed the credentialing program.

We felt that it was very important to give the caregiver a certification, but who's training them? We asked ourselves - how do you learn how to do it? Inservice training? Some people may go to school in gerontology, for instance as a nurse practitioner. But the everyday caregiver has got to be trained and often doesn’t have a formal program. We felt that it was important for them to have a certified Educator; someone who really proved they understood the field. A portion of the Educator test is how to teach and engage adults, which is very different than teaching traditional students.

Interviewer

So you believe that certification sets a template for how to do things right?

Dr. Tatum

Well we certainly think so. We can't guarantee that everyone who is certified is going to do their job properly or not be neglectful or abusive, but we can determine that they have the knowledge and the basic competencies that are required to care for these very vulnerable people.

Interviewer

So, you have certified Alzheimer's Caregiver, and you have the Educator. Are there other certifications that you have currently or others that are you working on to bring to market?

Dr. Tatum

Yes. There are several in those categories. Currently, we also have the Certified Relocation Transition Specialist.

They are people who earn certifications to work with seniors who are starting the difficult process of downsizing their homes. Or seniors who perhaps are leaving their family home because they can no longer care for themselves and they need to go into a more manageable living situation. It's a very particular skillset.

Interviewer

So, if I'm a younger senior, say 55 years old and my husband died and I'm living in a 4,000 square foot home and I want to get into something smaller, what do I do? How do I get someone to help with that?

Dr. Tatum

Well, that's when you hire a Certified Relocation Transition Specialist, or CRTS™. They’re skilled at this and they'll have some Ninjas helping them. There's a great deal of packing and sorting and all kinds of things that go into the move. It's not just a move. Everybody gets somewhat disoriented in a move. It's very, very discombobulating to have to do all of this. So, Seniors turn this over to the experts who know how to pack, move, sort, donate, sell, deal with the agent and relocate if that is part of the plan

I would love somebody to come into my house right now and help me. There’s a Swedish term, for cleaning later in life - I think it's basically extreme spring cleaning if you want to know the truth. The CRTS™ team comes in and takes a good look at how to help people make this transition. They often will take it through to estate sales. They'll help with the organizing – often it's hard to throw things out. When people have had dementia for a while, sometimes hoarding can also be a major issue.

Interviewer

So, the CRTS™ team comes in and they basically help you make the move?

Dr. Tatum

Yes. They're very aware of the different kinds of facilities if that is where the person needs to go. They will set up the rooms as, as closely as possible with the furniture from home if they are going to a new home. It's requires skill and a lot of hard work. Letting go of stuff is not letting go of your memories, but it often feels like it is. So sometimes they will take pictures of what is special to a person or maybe keep the sugar and creamer from a set of dishes that you never use anymore.

Interviewer

For someone who didn't know they were going to be a psychometrician, you seem to be pretty prolific. What are you working on next? I'm assuming this would also be in the area of elder care?

Dr. Tatum

Well, we have quite a few that we've been looking at. It's a long-term process. We're thinking about perhaps creating something for first responders. They often get called in when people have dementia. Sometimes they are confronted with behavior that is erratic. So, it's important for them to recognize what the signs and signals are of someone with dementia and how to handle that.

Sometimes family caregivers want to learn and to professionalize. I think it can be an important step to take when you are a family caregiver; sometimes you just don't have a support group. That's another training and certification we are seriously considering - family caregiver. They have some special areas that they need to deal with.

Interviewer

Excellent. Okay. So, if someone is reading this and they either manage a facility, or a group of people or they themselves want to become certified where do they go? How do they get signed up? How do they learn more?

Dr. Tatum

Well, of course we have a website. It's www.NCBAC.net. You can find all of the information on our website for eligibility, test specifications, Code of Ethics, and other requirements in the Candidate Handbook.

Anybody who wants to learn more can go to our website. You can learn about CRTS™, or how to become a Certified Educator or a Caregiver. Of course, you don't have to take our online training course. A certification that is a true certification does not require its own education.

Maybe you have graduated from an accredited school - you do not have to take our training. Or perhaps a person has a great deal of experience. If I'm working in a nursing home and I would like to have a national certification and worked there for years, I don't have to take the specific training, I could just go ahead and take the exam.

We did create training in response to the many requests that we had because our certification covers the entire body of knowledge. It’s essential to note there is a firewall between NCBAC™ training and the exams. The training was developed independently from the exams. It is a comprehensive course that follows the Test Plan but is not based upon specific test questions and is not a guarantee to pass the exam.

Interviewer

So, your training and exams are separate offerings?

Dr. Tatum

Yes. They are separate offerings. It’s important to review the Content Guideline which is posted on the website. It details what the topic areas are and all the subtopics that are covered on the exam. If a person meets eligibility requirements because they have worked in the field, and feels confident their experience and training are reflected, then they may not need the training to pass the exam and become certified.

Interviewer

So if I'm working in Missouri and I'm moving to Iowa, it's recognized across States as a national credential.

Dr. Tatum

Yes, it's a national credential. We have been recognized by the US Department of Labor. The State of New Jersey has also designated our certifications as Industry Valued Credentials.

Interviewer

Well, I hope that everyone has found this informative. Is there anything else that you would like to add that maybe I didn't cover or that you think might be important to people who are either hiring caregivers or are a caregiver themselves?

Dr. Tatum

Well, first of all, I would just like to say thank you to all the people who work in this field and particularly the ones who give direct care because you are doing the sacred work. We have a tsunami coming in terms of need for qualified caregivers.

I think back to when we started this project fourteen years ago or more, we didn't quite know it was such a problem. At our committee meeting recently, we looked around and of the original people who are still on the test development committee, every single one of us except for one person had a parent who had dementia – sometimes as many as three parents. My own mother developed it. I started recognizing it about three years into the project. I cannot tell you how grateful I am to all the wonderful people who helped care for her. It's a calling. That's one of the reasons that we feel so strongly and all of us are so dedicated to this organization because it is the sacred work, it's hard work and it is a calling and we want to recognize those who perform the everyday miracles of caring for our loved ones.

Interviewer

Thank you, Donna. I hope those folks that are reading this have gained some information from our discussion. Again, if you want to get more information about enrolling, you can look up NCBAC.net. You can find any other interviews that we've done. They're posted as we do them on an ongoing basis. So thank you very much for reading this and we hope you'll watch for more interviews with industry leaders in the coming months.