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Service Plans

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Service Plans

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Course Number:

This course is not approved by the California Department of Social Services (CDSS).

Having a successful Assisted Living Community which is focused on individual resident care begins with having a plan of action. State regulations typically require that all residents have a current service plan on file.

Course Information:
  • Online Training Course
  • Credit Hours: 1
  • The Purpose of a Service Plan
  • Identify Who Is Involved in the Process of Developing a Service Plan
Helpful Instructions
 Purchasing Courses for Yourself Purchasing Courses for Yourself:

This Training course is delivered 100% online through our Online Campus. In order to enroll you in a course we will need to collect your First Name, Last Name and Email Address.

When you place your order we will create an account for you, or add the courses to your existing account if you are a return customer. Access to the Online Campus is based on your email address. If you are a return customer, please purchase using the same email address used previously to avoid creating a duplicate account.

The course(s) you purchase will be available within 10 minutes of purchase and your login information will be sent to the email address you provide.
 Purchasing Courses for Others Purchasing Courses for Others:

This Training course is delivered 100% online through our Online Campus. If you are purchasing for others or your employees, please make sure to provide the First Name, Last Name, and Email Address of the person who you are purchasing for.

IMPORTANT: Access to the Online Campus is based on email addresses. If you are purchasing for multiple people, each person must have a unique email address to access the Online Campus. DO NOT USE THE SAME EMAIL ADDRESS FOR DIFFERENT INDIVIDUALS!

When you place your order we will create accounts for each individual you are purchasing for. If you are a return customer, please purchase using the same email address used previously to avoid creating duplicate accounts.

Example: Jim is buying a course for Bob. Jim will provide Bob’s First, Last and Email before the course is added to cart. Jim then uses his personal information for the checkout process.

We understand no one likes to give out their information and that’s why we only require the course attendee’s First Name, Last Name and Email to add the course to your shopping cart.

The course(s) you purchase will be available within 10 minutes of purchase and each person’s login information will be sent to the email address you provide.


Course Description

This course is designed to explain the purpose of a Service Plan, along with discussing who is involved in the process and when it is established and modified. You will also learn the important role Direct Care Staff play in this process and incorporate tips to using the Service Plan in your Community to achieve the goals to provide independence, self-esteem and choice for each resident.

Course Objectives

By the end of this course participants will be able to:
  • 1. Define the purpose of a service plan.
  • 2. Describe what is included in a service plan.
  • 3. Identify who is involved in the process of developing a service plan.
  • 4. Explain the Direct Care Staff’s role in the service planning process.
  • 5. Specify when the service plan is created and how often it must be updated.
  • 6. Discuss how the service plan can be used as a valuable tool to best assist each individual resident.
  • 7. Incorporate the tips to ensure a successful service plan provides the best service for your Community.

Course Outcomes

Hour One
  • 1. Introduction
  • A. What is a service plan
  • a. A Tool Used In Assisted Living Communities To Plan Quality Care For Residents
  • b. A Written Plan Of Care Developed To Coordinate Care and Services
  • B. Not All Service Plans Are the Same
  • 2. Purpose of A Service Plan
  • A. Plan and Coordinate Resident Care and Services
  • B. Fulfill Regulatory Compliance
  • C. Have a Written Tool To Improve Communication Between Facility Staff, Residents, Responsible Parties, and Other Stakeholders
  • D. Provide Documentation for Risk Management Purposes
  • E. Resident Centered Care
  • 3. The Core Components
  • A. All States Have Different Regulations Regarding Service Plans
  • B. Service Plans Should Include:
  • a. A plan to meet the needs and preference of the resident, including the level of service required
  • b. The amount, type, and frequency of health-related services needed by the resident
  • i. Activities of daily living
  • ii. Assistive devices
  • iii. Psychosocial needs
  • iv. Activity preferences
  • v. Cognitive needs
  • vi. Medications
  • vii. Medical/Health-related needs
  • c. Each individual responsible for the provisions of the service plan
  • i. Include Information that Describes Who is Responsible for Each Activity
  • 4. The Stakeholders Involved
  • A. Many People Are Involved In Process
  • a. The Resident
  • b. Family
  • c. Primary Caregiver
  • d. Physician/Physician’s Report
  • e. Social Workers, Case Managers
  • f. Physical Therapist/Occupational Therapist/Respiratory Therapist
  • g. Spiritual Leader
  • B. Keep Interview Positive
  • a. Focus on the positive things the resident is capable of doing, not what he/she no longer can do himself/herself
  • C. Always Listen
  • a. Listen to What the Resident Desires/Prefers
  • 5. Service Planning Process
  • A. Process Includes
  • a. Appraisal/Assessment of Resident’s Needs
  • b. Establishing Goals
  • c. Performing Interventions
  • d. Receiving Feedback/Evaluating Results
  • B. This Cycle Continues Over Again
  • C. Keep Service Plans Up-To Date
  • D. Service Plan Format
  • a. Needs of Individual Resident
  • b. Goals of What We Hope To Achieve
  • c. Interventions, The Specific Involvement Used To Achieve Goals
  • d. Evaluations, How Resident is Progressing, What Changes To Make
  • E. Case Study
  • a. Resident Needs Assistive Device
  • F. Must Gather As Much Information As Possible
  • a. How To See and Meet As Many Needs As Possible
  • b. Maintain the Dignity of Resident (Keep Information Confidential)
  • G. Role of Direct Care Staff
  • a. Service Plan is Typically Created By Nurse
  • b. Direct Care Staff Must Be Involved
  • i. Have More Interaction With Resident
  • c. Communication Is The Key
  • i. Discuss Updates With Direct Staff
  • H. Service Plans Need To Be Signed and Dated
  • a. Always Follow State Regulations
  • I. Keep Service Plans In A Safe Place
  • a. Some Communities Keep Service Plans Separate From Resident Records
  • b. Make Accessible
  • 6. The Clock
  • A. When the service plan is created
  • a. Must Be Created Prior To Resident Moving Into Community
  • B. Why is it important to keep the service plan up to date
  • a. Residents Needs Change
  • b. Need To Continually Provide Quality Care Needed
  • C. Objective To Create A Plan That Enables The Resident To Feel Important And Have Purpose:
  • a. Positive
  • b. Proactive
  • c. Measurable
  • 7. Service Plan Tips
  • A. Think of Ways To Use The Service Plan To Connect Residents With Other Residents
  • B. File Old Service Plans In An Organized Place
  • C. Remember To Respect The Resident’s Privacy
  • D. Speak To Your Supervisor If You Feel Anything Is Inaccurate In The Service Plan

Instructor: Laura Gumban, LVN

Laura Gumban, LVN is currently the Resident Care Coordinator at the Eskaton Lodge Brentwood in Brentwood California. There, she is responsible or budget maintenance; she is a liaison with the medical community; she interviews, hires, schedules, and supervises clinical staff; she completes resident assessments and quarterly evaluations; and is the director of nursing duties.Laura has been with Eskaton Lodge Brentwood since 2006. Previously she was an MDS Nurse for the Elmhaven Care Center in Stockton, California and was a MDS/TILES Nurse at Heritage Oakes Estates in Balliger Texas.

Additional Information

Canonical Link No
Course Type Online Course

Service Plans