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News & Press: Regulatory

Assisted Living Forum Recap

Wednesday, January 11, 2017   (0 Comments)
Posted by: Sarah Bass
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Alfred Johnson started the meeting with announcements including some staff updates. Save the Dates! 2017 Dates for the AL Forum are now available on the AL Forum website.
Licensing Updates:
  • Johnson shared updated license submission criteria for new and established provider applications
  • Reminder that established can only renew if they are operating the same type of facility for which they are applying; ie: AFH for AFH. Cross over between license categories is not available.  
  • Licensing checklists are not yet ready to go public. BAL anticipates a few more weeks and then they go through the external approval process. There will be a memo announcement from BAL when completed. 
  • Once public, the instructions for the two application types and new applicant informational webinars will be updated.
  • A webcast is available for new applicants which addresses many of the questions that come to the centralized licensing office.
  • Due to volume of new AFH applicants, pre-license application informational sessions in the Milwaukee area will likely to continue in 2017.
  • Johnson shared a new draft of the Applicant Attestation (one for each provider type) - form will be sent to applicant in follow up letter indicating Centralized Licensing's receipt of application. The applicant will need to complete, sign, and return to BAL. This will be the only way a surveyor will be assigned for site visit. There will be only one survey visit per application as the attestation is designed to reduce wasted survey visits for un-met facility criteria. 
Electronic Licensing/Certification update and demo: 
  • Cindy O'Connell  is the primary contact around the e-licensure development & DHS IT support contact is Richard Betz.
  • Draft memo yet to be released on the electronic licensing and certification.
  • When memo is released, it will include instructions with examples and process for securing a WAMS ID to utilize system.
  • Licensure renewal will be the only function of the e-licensure system initially.
  • Electronic renewal notices will be issued on the 25th of the month two months prior to license expiration.
  • Public funding verification at renewal has been simplified from previous announcements: Evergreen contracts can reference previous uploads; others may provide the cover of contract and signature pages vs entire contract.
  • Any revisions to licenses requires the provider to default to a paper license.
  • Any revisions to community license during the two years prior to renewal period require the provider to still contact their Assisted Living Regional Director. 
  • The paper format will remain an available option as well.
In the breakout sessions:
RCAC Session:
  • Bill Gardner discussed Risk Agreements. They are the among the top major cites in the RCAC category. Registered RCACs have been the source of many recent issues.
  • Emphasis on these being jointly negotiated, signed, dated, and updated as necessary. It is in facility's best interest to maintain these risk agreements as services change.
  • Gardner cautioned that Risk Agreements should not include anything contrary to code or tenant rights, and that it must logically tie to Comprehensive Assessment.
  • Service Agreements need to be reviewed to ensure that they clearly describe what the community can offer, It mus describe the ability to meet unscheduled needs and any processes for changes in condition. You can utilize your service agreement as a helpful proactive education tool for tenants and families. It can explain options for access to outside, supplemental services, how they will be paid for. Be sure to use clear language to improve overall understanding of all parties.
  • Gardner also cautioned in retaining tenant beyond ability to offer care. Communities will need to documentation for situations that have the community exceeding 28hrs; and document any conversations with tenant and family.

AFH Session:


The AFH Breakout session talked about the value of the DQA memo 12-014 from 8/22/12.  This memo lists the scope of training required and accepted and lists what info needs to be included in resident records for survey. 


 Another helpful tool is the AL Strategies to Enhance Resident Care pdf  P-00880 09/2014.  This tool is good to use as a training or for discussion points.


CBRF Session:


CBRF Training Registry was presented by Margie Reichwald and Laura Nolan, U.W. Green Bay Training Services. U.W. Green Bay will manage the Wisconsin CBRF Training Services for DQA.


Here are some benefits of this change:

  • Processing of applications and rosters will be expedited.
  •  Instructors will have the ability to complete applications and rosters online.
  • Credit card payments are now accepted.
  • Customer service available from 8:00 a.m. - 4:30 p.m., Monday through Friday.
  • Renewal processes and requirements have been simplified.
  • U.W. Green Bay staff have over 30 years of combined experience in the assisted living industry enabling them to provide expertise and assistance.
  • Website and social media resources are updated and user-friendly.
  • A fully searchable registry will be coming in 2017, improving the ability to search for employees and instructors.
  • Any CBRF Training Services (training rosters, instructor renewals, etc.) provided during the month of December 2016 are currently being processed by U.W. Green Bay.

Go to for the new registry.

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