Society of Certified Senior Advisors (CSA)

http://www.csa.us/
Society@csa.us
800-653-1785

CSA 6th Annual Building Knowledge and Empowering Networks to Benefit Seniors

Program: CSA 6th Annual Building Knowledge and Empowering Networks to Benefit Seniors 

Hilton Portland Downtown
921 SW Sixth Ave
Portland, OR 97204

Date: August 28-30, 2019
Time: 8:30 AM – 5:00 PM 

Approval active from: August 28, 2019 – August 30, 2020 (Expiration date)

Approval Statement: The 6th Annual CSA Conference, Building Knowledge and Empowering Networks to benefit Seniors is approved for 9.25 CEs and 1 Ethics CE (total of 10.25 CEs), or 10.25 CEs, depending on which session is attended on Thursday from 1-2pm, by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Approval code: 18022.

Thursday 8/29/19, 8:30-10:00am
Session 1: The Defining Issue of the 21st Century: The Aging Population of the World – (approved for 1.5 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
4. Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 10:30-11:30am
Breakout Session: Leverage Free Online Tools to Build Your Reputation Among Your Target Audience – (Approved for 1.0 CE)

Supporting BCPA Competencies:
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 10:30-11:30am
Breakout Session: Reverse Mortgages: The Cinderella of Retirement Planning? – (Approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
4. Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 1:00-2:00pm
Breakout Session: Assisting Clients to Focus on Their Future Self: Tips for Success and Overcoming Barriers – (Approved for 1.0 CE)

Supporting BCPA Competencies:
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 1:00-2:00pm
Breakout Session: Courageous Conversations – Finding Your Voice – (Approved for 1.0 CE)

Supporting BCPA Competencies:
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 1:00-2:00pm
Breakout Session: The Millennial Caregiver (Approved for 1.0 CE)

Supporting BCPA Competencies:
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 2:10-3:10pm
Breakout Session: A Holistic Approach to Addressing Challenging Behaviors in Dementia Care – (Approved for 1.0 CE)

Supporting BCPA Competencies:
2.Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 2:10-3:10pm
Breakout Session: Elder Fiduciary Litigation – Lessons from the Courtroom – (Approved for 1.0 CE in Ethics)

Supporting BCPA Ethical Standards:

  • Transparency and Honest Disclosure
  • Protecting Confidentiality and Privacy
  • Fostering Autonomy
  • Provision of Competent Services
  • Avoidance of Impropriety and Conflicts of Interest
  • Avoidance of Discriminatory Practices

Thursday 8/29/19, 2:10-3:10pm
Breakout Session:  Family Information Management: How to Survive and Thrive in a Digital World – (Approved for 1.0 CE)

Supporting BCPA Competencies:
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 3:45-4:45pm
Breakout Session: Behind the Mask: How Service Providers Can Identify and Overcome Hidden Factors Inhibiting the Well-being of Older Adults – (Approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
4. Healthcare Access, Finance, and Management 
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 3:45-4:45pm
Breakout Session:  Surfing the Silver Tsunami – (Approved for 1.0 CE)

Supporting BCPA Competencies:
3. Communication and Interpersonal Relationships
4. Healthcare Access, Finance, and Management 
6. Professionalism, Professional Development, and Practice

Thursday 8/29/19, 3:45-4:45pm
Breakout Session: What’s Age Got to Do with It? Busting the Myths About Getting Older – (Approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 10:30-12:00am
General Session: Promises and Pitfalls of Social Technologies – (Approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
6. Professionalism, Professional Development, and Practice

NOTE: Attendees must attend at least 2 of the lightening sessions to receive 1.0 CE. Attendees demonstrating attendance at 3 lightening sessions may qualify for 1.5 CE. Evaluations demonstrating less than 2 lightening sessions were attended will not qualify for BCPA CE in this time slot.

Friday 8/30/19, 10:30-12:00am
Lightening Session: Cannabis and CBD, Is It Just for Seniors?

Supports BCPA Competency:
5. Medical Knowledge and the Healthcare System

Friday 8/30/19, 10:30-12:00am
Lightening Session: Real Estate Trends You Cannot Ignore

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 10:30-12:00am
Lightening Session: How to Own Your Wealth & Health Over Age 50

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 10:30-12:00am
Lightening Session: The Evolution of Life Settlements to Help Seniors Pay for Senior Living and Long-Term Care

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 10:30-12:00am
Lightening Session: Staying Engaged – Volunteering, the Dual Path

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 10:30-12:00am
Lightening Session: Online Senior Living Search. It’s Broken. Let’s Fix It.

Supporting BCPA Competencies:
1. Scope of Practice and Transparency
2. Empowerment, Autonomy, Rights, and Equity 
3. Communication and Interpersonal Relationships 
4. Healthcare Access, Finance, and Management 
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 10:30-12:00am
Lightening Session: Innovation in Safe Driving with 50+ Populations

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 1:15-2:15pm
Session: 2019 Household Employment Tax and Labor Law Updates – (approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
4. Healthcare Access, Finance, and Management 
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 2:25-3:25pm
Session: From Isolation to Integration: Men’s Fellowship Groups in Healthcare Facilities – (approved for 1.0 CE)

Supporting BCPA Competencies:
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 2:25-3:25pm
Session: The Medicare Conversation — A Golden Opportunity to Grow Client Relationships and Your Business – (approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
4. Healthcare Access, Finance, and Management 
5. Medical Knowledge and the Healthcare System 
6. Professionalism, Professional Development, and Practice

Friday 8/30/19, 2:25-3:25pm
Session: Dealing with Difficult Clients – Why Me Lord! – (approved for 1.0 CE)

Supporting BCPA Competencies:
2. Empowerment, Autonomy, Rights, and Equity
3. Communication and Interpersonal Relationships 
6. Professionalism, Professional Development, and Practice

Working With Older Adults Live Workshop

Working with Older Adults Schedule

August 29-31, 2019
Hilton Portland Downtown
921 SW Sixth Avenue
Portland, Oregon 97204

October 22-24, 2019
Certification for Long-Term Care (CLTC) office
2224 Sedwick Rd, STE 102
Durham, North Carolina 27713

December 3-5, 2019
Professional Testing, Inc. / Society of Certified Senior Advisors
720 S. Colorado Blvd., Suite 750N
Denver, Colorado 80246

2020 Dates, TBD

Approval Statement: The CSA Course Working with Older Adults Live Course is approved for 12 CEs and 3 Ethics CE (total of 15 CEs), by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Approval code: 18023.

Approval active from: August 28, 2019 – August 30, 2020 (Expiration date)

A Professional’s Guide to Contemporary Issues of Aging Part 1: The Journey of Aging
Description: Discover the facts behind myths and stereotypes of aging, society’s view of aging, how to prevent ageism in your communications and what to do if you suspect elder abuse.

Individuals experience aging differently, but at the same time, many older adults share things in common, including certain attitudes and fears, and how they find support and connection through their families and in their communities.

Relationships are a crucial aspect of adapting to aging. Communication is key to relationships but is complicated by physical and cognitive changes of aging; some older adults feel they disappear from view as they age. This course provides you with evidence-based best practices for communicating with older adults from The Gerontological Society of America.

Use the practical knowledge and tips in this course in your professional communications and environment to enhance your ability to effectively identify and serve your client’s best interests.

Chapter 1: Aging and Society Learning Objectives:

  1. Explain the role society plays in the lives of older adults.
  2. Contrast the six different ways to measure age.
  3. Recognize key national legislation and social policies that affect older adults.
  4. Define ageism, give examples of it in society, and discuss ways to prevent it.

Chapter 1 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships

Chapter 2: The Experience of Aging Learning Objectives:

  1. Contrast the four major attitudes toward aging.
  2. Describe common fears and challenges of aging.
  3. Recognize signs of elder abuse and steps professionals should take if they suspect it.
  4. Explain how lifestyle and relationship factors impact older adults.
  5. Summarize how productive aging relates to retirement and later life employment.
  6. Explain why meaning is important and how older adults find it.
  7. Recognize signs of elder abuse and steps professionals should take if they suspect it.
  8. Describe the role technology plays in older adults’ lives.

Chapter 2 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships

Chapter 3: Family and Social Support among Older Adults Learning Objectives:

  1. Explain how concepts, structures, and forms of family are changing.
  2. Discuss why older adults need a social network and support system.
  3. Identify three bonds that foster close relationships.
  4. Define four types of social support.
  5. Describe the relationships that support older adults.
  6. Discuss the role of social media in older adults’ lives.
  7. Identify how professionals can help a family in crisis.

Chapter 3 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships

Chapter 4: Best Practices in Communicating with Older Persons Learning Objectives:

  1. Identify beliefs and behaviors older adults consider respectful.
  2. Explain how professionals’ lack of knowledge about aging affects older clients.
  3. State the five goals for becoming culturally competent.
  4. Give examples of how to bridge generation gaps.
  5. Describe the impact of sensory changes on communications.
  6. Identify factors for effective print, web, and in-person communication with older adults.
  7. Discuss how to enhance communication when a person has dementia.
  8. Explain strategies for increasing health literacy among older clients.

Chapter 4 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships

Part 2: Health Transitions as People Grow Older

Description: Increasingly, older adults insist on experiencing aging as a positive stage in life. Proper nutrition, exercise, activities to express creativity and keep the mind healthy, and spiritual wellness are at the heart of successful aging. In Part 2, you learn about physical and mental health during aging, from normal physical and cognitive changes to chronic illness and dementia.

Cognitive impairment is one of the most feared possibilities associated with aging. Signs and symptoms of dementia can be confused with depression and grief. Recognize important differences between normal cognitive changes and dementia, and differences among dementia, depression, and grief.

Grieving occurs when people experience a major loss such as the death of a loved one, a career change or relocation. Contemporary views of grieving shed light on what is healthy and natural for people who have experienced a major loss.

This part gives you an invaluable context for working with your older clients. Your increased awareness and understanding of the physical, cognitive and psychological aspects of aging enables you to be more effective in many ways, including the ability to recognize when your clients need more assistance and to refer them to other qualified professionals.

Chapter 5: Physical Changes of Aging Learning Objectives

  1. Tell the difference between normal biological aging and disease.
  2. Discuss the two groups of aging theories.
  3. Identify key findings from longitudinal studies on aging.
  4. Describe the common physical changes of aging.
  5. Recognize the attitudes that contribute to successful aging.

Chapter 5 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System

Chapter 6: Chronic Conditions among Older Adults Learning Objectives

  1. Differentiate physical changes due to normal aging versus chronic conditions.
  2. Compare and contrast acute and chronic illness.
  3. Distinguish between disease and illness.
  4. Discuss the various effects of chronic illnesses on older adults.
  5. Describe traditional and nontraditional methods of managing pain.
  6. Identify common chronic illnesses among older adults and examples of symptoms and treatments.

Chapter 6 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Chapter 7: Cognitive Changes of Aging Learning Objectives

  1. Recognize the cognitive functions most affected by normal aging.
  2. Contrast the cognitive changes of normal aging with dementia.
  3. Tell what people can do to maintain cognitive health.
  4. Explain what mild cognitive impairment is.
  5. Discuss causes and symptoms of reversible and irreversible dementias.
  6. Identify the stages of Alzheimer’s and guidelines for each.
  7. Describe ways to manage the behavioral symptoms of dementia.

Chapter 7 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Chapter 8: Mental and Emotional Health in Later Years Learning Objectives

  1. Describe how older adults are resilient.
  2. Tell why older adults might have unmet mental health needs.
  3. Identify the major mental disorders that might affect older adults.
  4. Explain how mental health is assessed.
  5. Discuss mental health treatments and settings.
  6. Compare and contrast the symptoms of depression, dementia and grief.
  7. Discuss contemporary views of grieving.

Chapter 8 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Chapter 9: Healthy and Creative Living in Aging Learning Objectives

  1. Identify the key health and social factors that influence healthy aging.
  2. Describe the health and social consequences of poor lifestyle choices.
  3. Discuss strategies that promote healthy aging.
  4. Tell how to prevent injuries from falls and driving accidents.
  5. Describe new and traditional forms of creativity and their lifetime benefits.

Chapter 9 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Part 3: Quality-of-Life Choices for Older Adults

Description: Many older adults live independently in their own homes, thanks in part to a large and dynamic network of housing options and long-term services and supports that include transportation, meals, home care and home health care.

Although paid caregiving services are available, family members are often the caregivers for their aging parents and other relatives. Informal family caregivers play a huge and growing role in older adults’ later years, and their needs are a growing issue and concern. Family caregivers account for billions of dollars each year in informal caregiving, often at the expense of their own needs.

Grieving occurs when people experience a major loss such as the death of a loved one, a career change or relocation. Contemporary views of grieving shed light on what is healthy and natural for people who have experienced a major loss.

With the knowledge from Part 3, you can guide your older clients to housing and resources that enable them to live independently for as long as possible, and provide clients who are caregivers what they need most — information and support.

From caregiving to advance care directives and end-of-life care, this part covers the entire range of end- of-life choices, including ethical aspects of end-of-life health care decisions. Professionals need to know about the ethics of end-of-life choices because they are of concern to almost every older adult and his or her family.

Chapter 10: Housing and Services for Aging Needs Learning Objectives

  1. Explain the connection between aging in place and the continuum of care.
  2. Discuss why housing decisions can be difficult for older adults.
  3. Describe difficulties that older adults face aging in place in the suburbs.
  4. Identify housing and services for older adults from active/independent to less active/more dependent.
  5. Give examples of home and community-based services.
  6. Recognize new approaches to housing and services for older adults.

Chapter 10 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management

Chapter 11: Caregiving in Families Learning Objectives

  1. Explain why family-centered caregiving is vital.
  2. Describe major challenges caregivers face.
  3. Discuss tensions between care givers and receivers.
  4. Describe strategies for caring for difficult adults.
  5. Describe the key supports family caregivers need.
  6. Recognize professional issues related to family dynamics.

Chapter 11 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management

Chapter 12: Advance Care Planning and Directives Learning Objectives

  1. Distinguish advance care planning from advance directives.
  2. Identify the focal points for end-of-life discussions.
  3. Discuss the role of personal values in treatment choices.
  4. Describe the purposes of the three most common advance directives.
  5. Tell how Five Wishes is used and its effect on other advance directives.
  6. Explain the Physician’s Orders for Life-Sustaining Treatment (POLST).
  7. Identify questions to start conversations about advance care planning and directives.
  8. Discuss how to prevent advance directives from failing.
  9. Name the four elements that define capacity and competence.
  10. Explain the process and rules for tissue, organ and body donation.
  11. List tasks and expenses for funerals, memorials and dispositions.

Chapter 12 Supports BCPA Competencies:
1.  Scope of Practice and Transparency
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System
6.  Professionalism, Professional Development, and Practice

Chapter 13: Hospice and Palliative Care Learning Objectives

  1. Identify the four trajectories of illness.
  2. Define palliative care and hospice care.
  3. Explain how palliative and hospice care services each meet the needs of older adults.
  4. Discuss how to evaluate and select appropriate hospice or palliative care service.

Chapter 13 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System

Chapter 14: End-of-Life Choices and Ethics Learning Objectives

  1. Identify basic ethical principles that inform end-of-life care.
  2. Explain the four categories of end-of-life choices.
  3. Discuss five end-of-life options and their ethical and legal status.
  4. Describe the nature of suffering at the end of life.
  5. Discuss how to respond in an ethical, constructive way to suffering and requests to hasten death.

Chapter 14 Supports BCPA Competencies AND Ethical Standards:
1.  Scope of Practice and Transparency
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System
6.  Professionalism, Professional Development, and Practice

Part 4: Financial & Estate Planning for Age 65 and Older

Description: Financial resources affect quality of life in later years, including choices for housing, health care, and long-term care. The knowledge from Part 4 enables you to generally discuss key financial planning topics and to raise important questions that your clients should consider about their financial health.

Recognize when you should refer your clients to tax, financial, legal and other experts for an integrated, more effective approach to making the best use of their accumulated resources.

Estate plans should be done to cover the possibility of mental incapacity and to help ensure timely and proper distribution of any amount of assets after death, large or small. Use the guidelines in this part to help your clients prevent or reduce fairness issues among their heirs, and introduce your clients to ethical wills, also called legacy letters, as a way to pass on their values, learning, and other intangibles during their lives or after death.

Chapter 15: Financial Planning for Retirement Learning Objectives

  1. Explain how retirement today is different than in the past.
  2. Describe the models and stages of retirement.
  3. Discuss the effect of longevity on retirement income and expenses.
  4. Identify financial issues of older adults by asset or income level.
  5. Describe how the financial planning process applies to older adults.
  6. Identify strategies for managing risk.
  7. Explain life settlements, accelerated benefits, and viaticals.

Chapter 15 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 16: Main Sources of Retirement Income Learning Objectives

  1. Identify the main sources of retirement income.
  2. Discuss the benefits of qualified retirement plans.
  3. Explain two criteria for distributions from tax-deferred plans.
  4. Define annuities and list the types and payout options.
  5. Discuss the role of reverse mortgages in financial security.

Chapter 16 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 17: Basics of Investing for Age 65 and Older Learning Objectives

  1. Identify the key factors in creating an investment portfolio.
  2. Discuss the guidelines for asset allocation.
  3. Name the most common types of investments.
  4.  Tell how mutual funds are used in retirement planning.
  5. Identify the most common pitfalls for investors.
  6. Explain how to make informed investment decisions.
  7. Discuss how suitability applies to older adults’ financial needs.

Chapter 17 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 18: Federal Income Taxes and Older Adults Learning Objectives

  1.  Identify frequent tax questions and errors by older taxpayers.
  2.  Discuss specific tax issues for older adults.
  3.  Recognize the general flow of the federal income tax return.
  4. Identify the advantages of both the standard deduction and itemization.
  5. Tell the difference among a tax adjustment, deduction, exemption, and credit.
  6. Explain cost basis and how it relates to capital gains tax.
  7. List questions to ask when selecting a qualified tax preparer.

Chapter 18 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 19: Essentials of Estate Planning Learning Objectives

  1. Explain why estate planning is important and the consequences of not having an estate plan.
  2. Recognize the main components of an estate plan.
  3. Identify the issues that incapacity can cause.
  4. Describe the probate process and the executor’s role.
  5. Discuss the function of beneficiaries in an estate plan.
  6. Identify the taxes related to estate plans.
  7. Discuss what fairness means in legacy decisions.
  8. Explain the purpose of ethical wills and how and when to create one.

Chapter 19 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Part 5: Federal & State Programs for Retirement & Health Care
 Description: Medicare, Medicaid, Social Security and SSI, and veterans benefits are crucial financial resources that can provide older adults with more freedom of choice about their quality of life in later years.

Older adults might not know about all the government benefits available to them. You can be of immeasurable help to your clients by informing and educating them about these programs. Share the resources in Part 5 with your clients and connect them with program experts who can help your clients identify benefits, determine their eligibility, apply for and then manage their benefits once they are receiving them.

Chapter 20: Medicare Learning Objectives

  1. Explain common misperceptions about Medicare coverage.
  2. Identify the groups eligible for Medicare and when and how they enroll.
  3. Describe Medicare Parts A, B, C, and D.
  4. Contrast the benefits and out-of-pocket costs of Parts A and B.
  5. Provide examples of what Medicare covers and does not cover.
  6. Contrast the four main options for supplementing Medicare.
  7. Explain how Medigap insurance complements Original Medicare.
  8. Discuss how Part D works with other parts of Medicare.
  9. Tell where to report suspected Medicare fraud and abuse and marketing violations.
  10. Explain the Medicare appeals process.

Chapter 20 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 21: Medicaid and Older Adults Learning Objectives

  1. Identify the main differences between Medicaid and Medicare.
  2. Explain Medicaid’s role in providing long-term care services and supports.
  3. Discuss Medicaid’s eligibility rules.
  4. Recognize the multiple meanings of spend-down.
  5. Describe the Medicaid application process.
  6. Discuss how spousal income rules affect Medicaid eligibility for married couples.
  7. Explain how the look-back period affects Medicaid eligibility.
  8. Tell how states recover the cost of Medicaid benefits.

Chapter 21 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 22: Social Security and SSI Learning Objectives

  1. Identify the eligibility criteria for retirement benefits.
  2. Discuss the benefits available for spouses, dependents and survivors.
  3. Explain factors to consider when choosing the best time to retire.
  4. Tell how working while receiving benefits affects benefit amounts and taxes.
  5. Discuss the eligibility criteria for Social Security Disability Insurance.
  6. Identify the requirements for Supplemental Security Income.

Chapter 22 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 23: Veterans Benefits Learning Objectives

  1. Recognize older adults who may be eligible for VA benefits.
  2. Identify the types of VA benefits programs.
  3. Discuss the net worth and income requirements for pension benefits.
  4. Identify the benefits programs based on service-connected disabilities.
  5. Describe burial and memorial benefits.
  6. Explain the claims process and required documents for VA benefits.
  7. Compare key aspects of VA pension and Medicaid long-term care benefits.

Chapter 23 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Part 6: Essential Ethics for Working with Older Adults

Description: Gain new insight and practical ways to apply ethical principles in your everyday interactions with older clients. Topics in Part 6 include what to do if you suspect a client is showing possible signs of cognitive impairment, how to reduce the power differential between you and your clients, and how to proactively manage the effects of magical thinking by your clients on your professional relationship.

One of today’s most critical issues is financial exploitation of older adults. There are psychological reasons behind financial abuse; recognize warning signs and symptoms of financial abuse so you can help protect your clients from becoming victims or connect them with those who can help if they have already been victimized.

Serving clients with an integrated approach – health, social and financial — is essential to ethical conduct and requires you to have a bank of trusted professionals who display the highest levels of competence and integrity.

One of the most confusing things to many people is the ever-increasing number of professional credentials, and in particular, understanding the difference between a certification and a certificate. Learn the differences among certifications, certificates, licenses and degrees, and what accreditation means. With this knowledge, you can have increased confidence in the referrals you give your clients and in building your own professional network.

Chapter 24: Practical, Everyday Ethics in Serving Older Adults Learning Objectives

  1. Identify the requirements for legitimate informed consent.
  2. Explain the difference between competency and capacity.
  3. Discuss when and why decisions are a choice between the least of two harms.
  4. Define personhood and explain how to preserve it.
  5. Describe how a power differential is created and how to minimize it.
  6. Explain why professional boundaries are important.
  7. Discuss preventive ethics as applied to serving older clients.
  8. Identify four steps to take when you have concerns about a client’s competency.
  9. Give examples of ethical do’s and don’ts.

Chapter 24 Supports BCPA Ethical Standards.

Chapter 25: Protecting Older Adults from Financial Exploitation Learning Objectives

  1. Define financial abuse and exploitation.
  2. Describe older adults who are at most risk of financial exploitation.
  3. Identify those who most often financially exploit older adults.
  4. List signs of financial exploitation among older adults.
  5. Describe the psychological aspects of financial exploitation among older adults.
  6. Discuss the most common types of financial crime against older adults.
  7. Explain how older adults can protect themselves from financial exploitation.
  8. Explain where to report financial abuse, fraud, and crime.

Chapter 25 Supports BCPA Ethical Standards.

Chapter 26: Social Security and SSI Learning Objectives

  1. Identify key issues related to professional credentials.
  2. Distinguish between a credential and a designation.
  3. Discuss differences among credentials: license, certification, certificate, and diploma or degree.
  4. Explain the purpose and requirements of accreditation.
  5. Recognize credentials that typically serve older adults.
  6. Give examples of interview questions when choosing providers.

Chapter 26 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Working With Older Adults Online Course

Working with Older Adults Online Pricing and Registration

Approval Statement: The CSA Course Working with Older Adults Online Program is approved for 12 CEs and 3 Ethics CE (total of 15 CEs), by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Approval code: 18023.

Approval active from: July 22, 2019 – July 21, 2020 (Expiration date)

A Professional’s Guide to Contemporary Issues of Aging Part 1: The Journey of Aging
Description: Discover the facts behind myths and stereotypes of aging, society’s view of aging, how to prevent ageism in your communications and what to do if you suspect elder abuse.

Individuals experience aging differently, but at the same time, many older adults share things in common, including certain attitudes and fears, and how they find support and connection through their families and in their communities.

Relationships are a crucial aspect of adapting to aging. Communication is key to relationships but is complicated by physical and cognitive changes of aging; some older adults feel they disappear from view as they age. This course provides you with evidence-based best practices for communicating with older adults from The Gerontological Society of America.

Use the practical knowledge and tips in this course in your professional communications and environment to enhance your ability to effectively identify and serve your client’s best interests.

Chapter 1: Aging and Society Learning Objectives:

  1. Explain the role society plays in the lives of older adults.
  2. Contrast the six different ways to measure age.
  3. Recognize key national legislation and social policies that affect older adults.
  4. Define ageism, give examples of it in society, and discuss ways to prevent it.

Chapter 1 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships

Chapter 2: The Experience of Aging Learning Objectives:

  1. Contrast the four major attitudes toward aging.
  2. Describe common fears and challenges of aging.
  3. Recognize signs of elder abuse and steps professionals should take if they suspect it.
  4. Explain how lifestyle and relationship factors impact older adults.
  5. Summarize how productive aging relates to retirement and later life employment.
  6. Explain why meaning is important and how older adults find it.
  7. Recognize signs of elder abuse and steps professionals should take if they suspect it.
  8. Describe the role technology plays in older adults’ lives.

Chapter 2 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships

Chapter 3: Family and Social Support among Older Adults Learning Objectives:

  1. Explain how concepts, structures, and forms of family are changing.
  2. Discuss why older adults need a social network and support system.
  3. Identify three bonds that foster close relationships.
  4. Define four types of social support.
  5. Describe the relationships that support older adults.
  6. Discuss the role of social media in older adults’ lives.
  7. Identify how professionals can help a family in crisis.

Chapter 3 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships

Chapter 4: Best Practices in Communicating with Older Persons Learning Objectives:

  1. Identify beliefs and behaviors older adults consider respectful.
  2. Explain how professionals’ lack of knowledge about aging affects older clients.
  3. State the five goals for becoming culturally competent.
  4. Give examples of how to bridge generation gaps.
  5. Describe the impact of sensory changes on communications.
  6. Identify factors for effective print, web, and in-person communication with older adults.
  7. Discuss how to enhance communication when a person has dementia.
  8. Explain strategies for increasing health literacy among older clients.

Chapter 4 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships

Part 2: Health Transitions as People Grow Older

Description: Increasingly, older adults insist on experiencing aging as a positive stage in life. Proper nutrition, exercise, activities to express creativity and keep the mind healthy, and spiritual wellness are at the heart of successful aging. In Part 2, you learn about physical and mental health during aging, from normal physical and cognitive changes to chronic illness and dementia.

Cognitive impairment is one of the most feared possibilities associated with aging. Signs and symptoms of dementia can be confused with depression and grief. Recognize important differences between normal cognitive changes and dementia, and differences among dementia, depression, and grief.

Grieving occurs when people experience a major loss such as the death of a loved one, a career change or relocation. Contemporary views of grieving shed light on what is healthy and natural for people who have experienced a major loss.

This part gives you an invaluable context for working with your older clients. Your increased awareness and understanding of the physical, cognitive and psychological aspects of aging enables you to be more effective in many ways, including the ability to recognize when your clients need more assistance and to refer them to other qualified professionals.

Chapter 5: Physical Changes of Aging Learning Objectives

  1. Tell the difference between normal biological aging and disease.
  2. Discuss the two groups of aging theories.
  3. Identify key findings from longitudinal studies on aging.
  4. Describe the common physical changes of aging.
  5. Recognize the attitudes that contribute to successful aging.

Chapter 5 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System

Chapter 6: Chronic Conditions among Older Adults Learning Objectives

  1. Differentiate physical changes due to normal aging versus chronic conditions.
  2. Compare and contrast acute and chronic illness.
  3. Distinguish between disease and illness.
  4. Discuss the various effects of chronic illnesses on older adults.
  5. Describe traditional and nontraditional methods of managing pain.
  6. Identify common chronic illnesses among older adults and examples of symptoms and treatments.

Chapter 6 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Chapter 7: Cognitive Changes of Aging Learning Objectives

  1. Recognize the cognitive functions most affected by normal aging.
  2. Contrast the cognitive changes of normal aging with dementia.
  3. Tell what people can do to maintain cognitive health.
  4. Explain what mild cognitive impairment is.
  5. Discuss causes and symptoms of reversible and irreversible dementias.
  6. Identify the stages of Alzheimer’s and guidelines for each.
  7. Describe ways to manage the behavioral symptoms of dementia.

Chapter 7 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Chapter 8: Mental and Emotional Health in Later Years Learning Objectives

  1. Describe how older adults are resilient.
  2. Tell why older adults might have unmet mental health needs.
  3. Identify the major mental disorders that might affect older adults.
  4. Explain how mental health is assessed.
  5. Discuss mental health treatments and settings.
  6. Compare and contrast the symptoms of depression, dementia and grief.
  7. Discuss contemporary views of grieving.

Chapter 8 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Chapter 9: Healthy and Creative Living in Aging Learning Objectives

  1. Identify the key health and social factors that influence healthy aging.
  2. Describe the health and social consequences of poor lifestyle choices.
  3. Discuss strategies that promote healthy aging.
  4. Tell how to prevent injuries from falls and driving accidents.
  5. Describe new and traditional forms of creativity and their lifetime benefits.

Chapter 9 Supports BCPA Competencies:
3. Communication and Interpersonal Relationships
5. Medical Knowledge and the Healthcare System

Part 3: Quality-of-Life Choices for Older Adults

Description: Many older adults live independently in their own homes, thanks in part to a large and dynamic network of housing options and long-term services and supports that include transportation, meals, home care and home health care.

Although paid caregiving services are available, family members are often the caregivers for their aging parents and other relatives. Informal family caregivers play a huge and growing role in older adults’ later years, and their needs are a growing issue and concern. Family caregivers account for billions of dollars each year in informal caregiving, often at the expense of their own needs.

Grieving occurs when people experience a major loss such as the death of a loved one, a career change or relocation. Contemporary views of grieving shed light on what is healthy and natural for people who have experienced a major loss.

With the knowledge from Part 3, you can guide your older clients to housing and resources that enable them to live independently for as long as possible, and provide clients who are caregivers what they need most — information and support.

From caregiving to advance care directives and end-of-life care, this part covers the entire range of end- of-life choices, including ethical aspects of end-of-life health care decisions. Professionals need to know about the ethics of end-of-life choices because they are of concern to almost every older adult and his or her family.

Chapter 10: Housing and Services for Aging Needs Learning Objectives

  1. Explain the connection between aging in place and the continuum of care.
  2. Discuss why housing decisions can be difficult for older adults.
  3. Describe difficulties that older adults face aging in place in the suburbs.
  4. Identify housing and services for older adults from active/independent to less active/more dependent.
  5. Give examples of home and community-based services.
  6. Recognize new approaches to housing and services for older adults.

Chapter 10 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management

Chapter 11: Caregiving in Families Learning Objectives

  1. Explain why family-centered caregiving is vital.
  2. Describe major challenges caregivers face.
  3. Discuss tensions between care givers and receivers.
  4. Describe strategies for caring for difficult adults.
  5. Describe the key supports family caregivers need.
  6. Recognize professional issues related to family dynamics.

Chapter 11 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management

Chapter 12: Advance Care Planning and Directives Learning Objectives

  1. Distinguish advance care planning from advance directives.
  2. Identify the focal points for end-of-life discussions.
  3. Discuss the role of personal values in treatment choices.
  4. Describe the purposes of the three most common advance directives.
  5. Tell how Five Wishes is used and its effect on other advance directives.
  6. Explain the Physician’s Orders for Life-Sustaining Treatment (POLST).
  7. Identify questions to start conversations about advance care planning and directives.
  8. Discuss how to prevent advance directives from failing.
  9. Name the four elements that define capacity and competence.
  10. Explain the process and rules for tissue, organ and body donation.
  11. List tasks and expenses for funerals, memorials and dispositions.

Chapter 12 Supports BCPA Competencies:
1.  Scope of Practice and Transparency
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System
6.  Professionalism, Professional Development, and Practice

Chapter 13: Hospice and Palliative Care Learning Objectives

  1. Identify the four trajectories of illness.
  2. Define palliative care and hospice care.
  3. Explain how palliative and hospice care services each meet the needs of older adults.
  4. Discuss how to evaluate and select appropriate hospice or palliative care service.

Chapter 13 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System

Chapter 14: End-of-Life Choices and Ethics Learning Objectives

  1. Identify basic ethical principles that inform end-of-life care.
  2. Explain the four categories of end-of-life choices.
  3. Discuss five end-of-life options and their ethical and legal status.
  4. Describe the nature of suffering at the end of life.
  5. Discuss how to respond in an ethical, constructive way to suffering and requests to hasten death.

Chapter 14 Supports BCPA Competencies AND Ethical Standards:
1.  Scope of Practice and Transparency
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
5.  Medical Knowledge and the Healthcare System
6.  Professionalism, Professional Development, and Practice

Part 4: Financial & Estate Planning for Age 65 and Older

Description: Financial resources affect quality of life in later years, including choices for housing, health care, and long-term care. The knowledge from Part 4 enables you to generally discuss key financial planning topics and to raise important questions that your clients should consider about their financial health.

Recognize when you should refer your clients to tax, financial, legal and other experts for an integrated, more effective approach to making the best use of their accumulated resources.

Estate plans should be done to cover the possibility of mental incapacity and to help ensure timely and proper distribution of any amount of assets after death, large or small. Use the guidelines in this part to help your clients prevent or reduce fairness issues among their heirs, and introduce your clients to ethical wills, also called legacy letters, as a way to pass on their values, learning, and other intangibles during their lives or after death.

Chapter 15: Financial Planning for Retirement Learning Objectives

  1. Explain how retirement today is different than in the past.
  2. Describe the models and stages of retirement.
  3. Discuss the effect of longevity on retirement income and expenses.
  4. Identify financial issues of older adults by asset or income level.
  5. Describe how the financial planning process applies to older adults.
  6. Identify strategies for managing risk.
  7. Explain life settlements, accelerated benefits, and viaticals.

Chapter 15 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 16: Main Sources of Retirement Income Learning Objectives

  1. Identify the main sources of retirement income.
  2. Discuss the benefits of qualified retirement plans.
  3. Explain two criteria for distributions from tax-deferred plans.
  4. Define annuities and list the types and payout options.
  5. Discuss the role of reverse mortgages in financial security.

Chapter 16 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 17: Basics of Investing for Age 65 and Older Learning Objectives

  1. Identify the key factors in creating an investment portfolio.
  2. Discuss the guidelines for asset allocation.
  3. Name the most common types of investments.
  4.  Tell how mutual funds are used in retirement planning.
  5. Identify the most common pitfalls for investors.
  6. Explain how to make informed investment decisions.
  7. Discuss how suitability applies to older adults’ financial needs.

Chapter 17 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 18: Federal Income Taxes and Older Adults Learning Objectives

  1.  Identify frequent tax questions and errors by older taxpayers.
  2.  Discuss specific tax issues for older adults.
  3.  Recognize the general flow of the federal income tax return.
  4. Identify the advantages of both the standard deduction and itemization.
  5. Tell the difference among a tax adjustment, deduction, exemption, and credit.
  6. Explain cost basis and how it relates to capital gains tax.
  7. List questions to ask when selecting a qualified tax preparer.

Chapter 18 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 19: Essentials of Estate Planning Learning Objectives

  1. Explain why estate planning is important and the consequences of not having an estate plan.
  2. Recognize the main components of an estate plan.
  3. Identify the issues that incapacity can cause.
  4. Describe the probate process and the executor’s role.
  5. Discuss the function of beneficiaries in an estate plan.
  6. Identify the taxes related to estate plans.
  7. Discuss what fairness means in legacy decisions.
  8. Explain the purpose of ethical wills and how and when to create one.

Chapter 19 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Part 5: Federal & State Programs for Retirement & Health Care
 Description: Medicare, Medicaid, Social Security and SSI, and veterans benefits are crucial financial resources that can provide older adults with more freedom of choice about their quality of life in later years.

Older adults might not know about all the government benefits available to them. You can be of immeasurable help to your clients by informing and educating them about these programs. Share the resources in Part 5 with your clients and connect them with program experts who can help your clients identify benefits, determine their eligibility, apply for and then manage their benefits once they are receiving them.

Chapter 20: Medicare Learning Objectives

  1. Explain common misperceptions about Medicare coverage.
  2. Identify the groups eligible for Medicare and when and how they enroll.
  3. Describe Medicare Parts A, B, C, and D.
  4. Contrast the benefits and out-of-pocket costs of Parts A and B.
  5. Provide examples of what Medicare covers and does not cover.
  6. Contrast the four main options for supplementing Medicare.
  7. Explain how Medigap insurance complements Original Medicare.
  8. Discuss how Part D works with other parts of Medicare.
  9. Tell where to report suspected Medicare fraud and abuse and marketing violations.
  10. Explain the Medicare appeals process.

Chapter 20 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 21: Medicaid and Older Adults Learning Objectives

  1. Identify the main differences between Medicaid and Medicare.
  2. Explain Medicaid’s role in providing long-term care services and supports.
  3. Discuss Medicaid’s eligibility rules.
  4. Recognize the multiple meanings of spend-down.
  5. Describe the Medicaid application process.
  6. Discuss how spousal income rules affect Medicaid eligibility for married couples.
  7. Explain how the look-back period affects Medicaid eligibility.
  8. Tell how states recover the cost of Medicaid benefits.

Chapter 21 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 22: Social Security and SSI Learning Objectives

  1. Identify the eligibility criteria for retirement benefits.
  2. Discuss the benefits available for spouses, dependents and survivors.
  3. Explain factors to consider when choosing the best time to retire.
  4. Tell how working while receiving benefits affects benefit amounts and taxes.
  5. Discuss the eligibility criteria for Social Security Disability Insurance.
  6. Identify the requirements for Supplemental Security Income.

Chapter 22 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Chapter 23: Veterans Benefits Learning Objectives

  1. Recognize older adults who may be eligible for VA benefits.
  2. Identify the types of VA benefits programs.
  3. Discuss the net worth and income requirements for pension benefits.
  4. Identify the benefits programs based on service-connected disabilities.
  5. Describe burial and memorial benefits.
  6. Explain the claims process and required documents for VA benefits.
  7. Compare key aspects of VA pension and Medicaid long-term care benefits.

Chapter 23 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

Part 6: Essential Ethics for Working with Older Adults

Description: Gain new insight and practical ways to apply ethical principles in your everyday interactions with older clients. Topics in Part 6 include what to do if you suspect a client is showing possible signs of cognitive impairment, how to reduce the power differential between you and your clients, and how to proactively manage the effects of magical thinking by your clients on your professional relationship.

One of today’s most critical issues is financial exploitation of older adults. There are psychological reasons behind financial abuse; recognize warning signs and symptoms of financial abuse so you can help protect your clients from becoming victims or connect them with those who can help if they have already been victimized.

Serving clients with an integrated approach – health, social and financial — is essential to ethical conduct and requires you to have a bank of trusted professionals who display the highest levels of competence and integrity.

One of the most confusing things to many people is the ever-increasing number of professional credentials, and in particular, understanding the difference between a certification and a certificate. Learn the differences among certifications, certificates, licenses and degrees, and what accreditation means. With this knowledge, you can have increased confidence in the referrals you give your clients and in building your own professional network.

Chapter 24: Practical, Everyday Ethics in Serving Older Adults Learning Objectives

  1. Identify the requirements for legitimate informed consent.
  2. Explain the difference between competency and capacity.
  3. Discuss when and why decisions are a choice between the least of two harms.
  4. Define personhood and explain how to preserve it.
  5. Describe how a power differential is created and how to minimize it.
  6. Explain why professional boundaries are important.
  7. Discuss preventive ethics as applied to serving older clients.
  8. Identify four steps to take when you have concerns about a client’s competency.
  9. Give examples of ethical do’s and don’ts.

Chapter 24 Supports BCPA Ethical Standards.

Chapter 25: Protecting Older Adults from Financial Exploitation Learning Objectives

  1. Define financial abuse and exploitation.
  2. Describe older adults who are at most risk of financial exploitation.
  3. Identify those who most often financially exploit older adults.
  4. List signs of financial exploitation among older adults.
  5. Describe the psychological aspects of financial exploitation among older adults.
  6. Discuss the most common types of financial crime against older adults.
  7. Explain how older adults can protect themselves from financial exploitation.
  8. Explain where to report financial abuse, fraud, and crime.

Chapter 25 Supports BCPA Ethical Standards.

Chapter 26: Social Security and SSI Learning Objectives

  1. Identify key issues related to professional credentials.
  2. Distinguish between a credential and a designation.
  3. Discuss differences among credentials: license, certification, certificate, and diploma or degree.
  4. Explain the purpose and requirements of accreditation.
  5. Recognize credentials that typically serve older adults.
  6. Give examples of interview questions when choosing providers.

Chapter 26 Supports BCPA Competencies:
2.  Empowerment, Autonomy, Rights, and Equity
3.  Communication and Interpersonal Relationships
4.  Healthcare Access, Finance, and Management
6. Professionalism, Professional Development, and Practice

The Role of Technology in Senior Care (Past, Present and Future)

Webinar: August 15, 2019

Approval Statement: The CSA Webinar, “The Role of Technology in Senior Care (Past, Present & Future)” is approved for 1 CE, by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Approval code: 18025.

Approval active from: August 15, 2019 – August 14, 2020 (Expiration date)

Description: In an industry not known for technology – there is a lot happening behind the scenes! This intriguing webinar will take a look at the senior care industry in relation to technology. We will examine how technology has changed senior care, what role it plays in senior care today, and what role it will play in solving our senior care problems of the future. 

Learning Objectives:

1.       Learn how technology has changed senior care over the past decades 
2.       Understand the pros and cons of the technologies implemented today
3.       Glimpse into the technology enhanced future of senior care 

Supports BCPA Competencies and Best Practices:
3. Communication and Interpersonal Relationships
6. Professionalism, Professional Development, and Practice

Presenter: Colleen Koenig is the co-founder and COO of eCaregivers an online platform that is revolutionizing the private pay senior home care market. Colleen grew up in the home care business and is excited by the technologies that are available today which are enhancing the lives of our beloved seniors and their family members but is even more excited about where they will take us over the next decade.

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