No images? Click here
Together With
Good morning.
There’s an audit you can run before lunch that will leave you sleeping better tonight.
Ask yourself: How do your caregivers know how to transfer a resident safely?
Not in theory. Not in policy.
Today. Right now.
We talk a lot about safety, training, and documentation. But the gap isn’t always in the binder or the EMR. It’s in the moment.
We've all been there when that evening phone call comes in. Mrs. Jones had a fall and fractured her hip. When you start asking questions, you realize we didn't transfer her appropriately. There was a PRN aide on tonight. She's a two person assist. The aide did it alone.
Your heart sinks.
It's an instant "G", a likely lawsuit, and a really hard conversation with her family. Her life was changed forever, and the fault is on us.
Here’s a real-time audit that tells you everything about how well your frontline communication and education systems are working:
Elevate your Compliance
The Transfer Audit
Pick five caregivers who assist with transfers—any shift, any role.
Ask them:
- How do you know how this resident should be transferred?
- Where do you find that information?
- Who do you go to if you’re unsure?
- If you were floated to a new hall tomorrow, how would you figure it out?
Now pay attention.
If you get hesitation, inconsistency, conflicting answers, or confusion—that’s your red flag.
Not because they’re failing.
But because your system is.
If you find a gap—Here’s the Fix
It’s not complicated. But it has to be intentional.
- Retrain on transfer methods and where to find that information.
- Reinforce who to ask and how to escalate when unsure.
- Re-audit in 30 days. Don’t let it drift.
- Track it through QAPI until the answers are second nature.
Because the scariest part of a transfer isn’t a missed policy—it’s a life-changing outcome.
Final Thought
Falls and injuries often trace back to one thing: someone didn’t know what they needed to know.
So find out.
Today. Before lunch.
You’re not just auditing transfers.
You’re auditing your culture of clarity and safety.
Take the survey: What's your transfer confidence? Let us know!
Don’t see it the same way? That’s fair. This is just one perspective—and we’d love to hear yours. Reply back with your take, and we might feature it in an upcoming issue.
Partners We Love
Get Paid Every Dollar, Every Day with primeCLAIMS
Getting paid every dollar for every day of care is hard. There are so many places in the process where you can leak money. If your organization has ever NOT turned a claim in on time, continues to mail secondary claims, or still works in Medicare’s DDE mainframe – you may be leaking money simply because you’re using the wrong technology for your business.
Designed specifically for senior care billers, primeCLAIMS continuously evolves to supercharge your reimbursement cycle in five key areas:
- Simple primary claims process, customized for senior care
- Truly automated secondary claims
- Streamlined data/collection
- Effortless denial/ADR tracking
- Effective processes and support
PrimeCLAIMS is an intuitive, process-driven app with recent innovations, including two-way EHR integration with PointClickCare, plus simple payer enrollment/tracking. It’s designed for billers by billers – and supported by billers. Download a summary, or get in touch for a demo today!
Whenever you're ready, I can help you in a few ways.
- Leverage our partnership with CEUSrEZ and purchase NAB-approved, online, self-paced, continuing education courses at a 20% discount here.
- Use our free AI-powered Chatbot trained on all 900 pages of CMS Nursing Home Regulations, proprietary processes, and information from decades of skilled nursing leadership experience. Click here.
- Sign up for Assisto and keep track of the regulatory environment in your state. Know what deficiencies surveyors cite in real-time and ensure you're not at risk for the same tag. Sign up here.
Forward this newsletter, and we might give them a free coffee for signing up!
Enjoy reading our newsletter? Forward this edition to a colleague and friend, and we will send five randomly selected new subscribers a free coffee using Thnks.
Thanks for reading. Have a wonderful day.
Kevin Goedeke, Publisher and Founder
