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30 Cards in this Set
- Front
- Back
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What 3 areas do the administrative functions of management include?
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1. Program Development
2. Program Evaluation and Quality Improvement 3. Fiscal and Personnel Management *Marketing/Promotion is also an important part of management. |
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What is Management by Objective (MBO)?
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A complete system of management based on a core set of goals to be accomplished by a program.
1. mission and goals established 2. measurable objectives quantified 3. specific time frames for accomplishing objectives established 4. staff training needs and deterrents to progress identified 5. program evaluation instituted. |
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What is the purpose of program development?
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1. to meet a perceived need of a specific population
2. to increase visibility and use of available services (i.e. outpatient cardiac rehab program more visible than individual referrals = increased recognition and use of this service |
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Identify the steps of program development.
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1. Needs Assessment
2. Program Planning 3. Program Implementation 4. Summative Program Evaluation |
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Explain a needs assessment.
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1. Differentiate expressed needs and real needs via sample survey, focus groups, key informants (people knowledgeable about the target population needs)
2. Determine unmet, priority needs 3. Identify resources which include fiscal, physical, community |
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Explain program planning.
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1. Define a focus for the program based on needs assessment results.
2. Establish mission statement and philosophy (adopt FOR) 3. Establish objectives related to the primary focus of the program 4. Determine how objectives will be evaluated to determine program effectiveness 5. Consider the impact of your program on the existing system (potential barriers? how can you minimize them?) |
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Explain program planning (Cont'd).
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6. Develop a referral system
- Determine specific service needed within the program - Criteria for program admission - Criteria for discharge 7. Determine fiscal implications - Projected volume or demand to estimate revenue - Identify projected expenses - Compare the two to determine the financial viability of the program |
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Explain Program Implementation.
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1. Initiate program.
2. Document activities, procedures, use 3. Communicate with other related systems 4. Promote program to ensure it reaches targeted population |
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Explain Summative Program Evaluation
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Complete Quality Assurance to ensure program is effective, resolve any problems/limitations, and address accreditation requirements.
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What are the 4 the purposes of a program evaluation?
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1. Measure program effectiveness
2. Use information in findings to improve program 3. Identify program problems/limitations and resolve them 4. Address accreditation requirements of JCAHO, Medicare Certification, etc. |
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What are the 6 main types of Quality Improvement?
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1. Continuous Quality Improvement (CQI)
2. Total Quality Management (TQM) 3. Performance Assessment and Improvement (PAI) 4. Utilization Review 5. Professional Review Organization (PRO) 6. Risk Management |
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Explain Continuous Quality Improvement (CQI).
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- Using a proactive or preventative approach: limitations and problems are viewed as opportunities to increase quality
- Blame is not attributed to persons; problems are related to organizational improvement needs. |
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Explain Total Quality Management (TQM).
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The creation of an institutional "culture" where all members participate in continuous improvement to meet or exceed needs of "customers"
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Explain Performance Assessment and Improvement (PAI).
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- Client centered approach
- Focus is on individual rights, assessment, care, and education of client |
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What is a Utilization Review?
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A plan to review the use of resources within a facility.
- Determines medical necessity and cost efficiency - Usually a component of CQI or PAI |
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What is a Professional Review Organization (PRO)?
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Groups of peer professionals who evaluate appropriateness of services and quality of care set forth by reimbursement agency requirements.
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Explain Risk Management and give examples.
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A process that evaluates and resolves risk activities
- Used to decrease actual or potential losses Examples: 1. client/employee injury 2. property loss or damage 3. maintain safe treatment environment 4. staff education/training (i.e. annual BBP, CPR, etc) |
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What happens when Risk Management fails?
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An incident report must be completed.
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What are the purposes of fiscal management?
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1. To ensure cost-effective services
2. To meet demands of a managed health care system 3. To remain competitive in a market-driven practice environment |
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What is the purpose of a budget?
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It financially projects, for a specified time period, the costs of managing a program and the anticipated revenue from services.
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What are capital expense budgets?
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- Permanent or long term purchases (ADL kitchen, new wing for work hardening)
- Anything above a fixed amount is capital |
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Explain operating expense budgets.
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- The daily financial activity of a program/service.
- direct expenses like salary, benefits, office supplies, tx equipment - indirect expenses like utilities, housekeeping |
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What is FTE?
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- Full-time equivalent, meaning the amount of time a full-time staffer works (8 hours/day, 5 days/week)
- A budget formula to determine the # of personnel providing direct care. |
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What is Productivity?
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The amount of direct care and reimbursable services each therapist must provide per day.
*The more time you spend with a client you should have equal reimbursable services, or strive for that goal. |
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What is Personnel Management?
What does it include? |
The oversight of OT practitioners and support personnel and the services they provide.
Includes: 1. Design work roles and write job descriptions 2. Recruit, select, and orient personnel to perform the roles 3. Supervise and evaluate personnel to ensure adequate role performance and organization 4. Support ongoing professional development 5. Deal with personnel issues as they arise. |
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What does Marketing/Promotion entail?
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Analyzing consumer needs, planning and designing a service or product meet identified needs, implement strategies and actions to promote consumer use of the service/product
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What are the 4 steps in a Marketing/Promotion Program?
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1. Analyze Market Opportunities
2. Analyze Target Market 3. Develop Marking Strategies using the "5 P's" 4. Implement and Evaluate |
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Discuss how to Analyze Market Opportunities.
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1. Identify if you can offer what is needed
2. Analyze consumer demand 3. Identify potential competitors and identify areas not being met 4. Assess politics, economics, sociocultural factors that can impact on service/product |
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Discuss how to Analyze a Target Market
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Validate perceived needs and desires by RESEARCH
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What are the 5 P's?
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Product
Price - cost of doing business Place - access to the service Promotion - advertising Position - where it stands against similar services/products |
