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Long Term Care Advances
Topics in Research, Training, Service & Policy
Vol. 13, No. 1, Summer 2001
Duke University Center for the Study of Aging and Human Development
Long Term Care Resources Program,
Box 2920, DUMC, Durham, NC 27710
(919) 660-7542
AROUND THE TABLE IN CLEVELAND COUNTY, NC: COLLABORATION AND COOPERATION AT WORK FOR THE ELDERLY
From the Editors
Coming Around the Table
Assessing Need from a Community Perspective
A Course of Action Emerges
Starting to Work
Funding for Service Expansion
Establishing a Pharmacy Assistance Service &
Beginning to Share Beyond Cleveland County
Continued Collaboration
Implementation of Care Management Services
Increasing Capacity by Adding CAP/DA Services
What's Next for ACCES
Acknowledgments
More About the Teaching Communities Program
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From the Editors:
This issue of Long Term Care Advances describes the experience
of Cleveland County, North Carolina, in developing and enhancing
services for frail older adults and their families. Service
providers in Cleveland County, one of the three initial communities
designated by the Teaching Communities Program of Duke Long
Term Care, have been coming to the table for almost 15 years
to work on common challenges and enhance service development
and delivery. In 1989, Accessing Cleveland County Elder Services
(ACCES) was formed as a coordinating body for those efforts.
ACCES's success and longevity relate to the working nature
of its activities. Community-wide interagency coordinating
efforts that exist only to share information about programs
among agencies often do not stay vibrant or even survive.
ACCES has gone beyond sharing information among providers
to significant "gap filling" activities and more
recently, to develop common systems elements through case
management services. Importantly, ACCES also has brought consumer
and civic leadership to join agencies at the table. ACCES's
story of collaboration and cooperation provides useful information
for communities engaged in improving services for frail older
adults.
About the Authors:
Beverly S. Patnaik joined the Duke Long Term Care Resources
staff in February 2001 as a policy analyst. For the previous
ten years, she was Assistant Director of Services for Adults
at the Mecklenburg County Department of Social Services, where
she worked closely with many community agencies to provide
comprehensive services to older adults in the Charlotte-Mecklenburg
area. From 1985-1990 she was Executive Director of the Charlotte-Mecklenburg
Council on Aging. She has a master's degree in gerontology
from the University of North Texas.
Suzi Kennedy is Executive Director and one of the founders
of the Life Enrichment Center of Cleveland County, a private,
non-profit organization offering adult day services for adults
with physical and mental disabilities, including Alzheimer's,
developmental disabilities and frailties associated with aging.
She is also President of ACCES, Inc. and has been active in
advocating for and implementing services for older adults
in her community. Her nursing degree is from Niagara University,
Niagara Falls, New York
George L. Maddox, PhD, Editor
Sandy Crawford Leak, MHA, Associate Editor
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A community's ability to identify needs and
to implement solutions is fundamental to its success.
This paper describes how service providers to the elderly in rural
Cleveland county in western North Carolina came together to provide
needed services, to fill gaps in service areas and to work together
to accomplish these tasks. These service providers came to and
stayed around the table to achieve the common goals agreed upon
by the community.
Coming Around the Table
In 1987 three individual service
providers began meeting over coffee to discuss the fragmented
service system for care of the elderly and disabled that existed
in their community. From this initial group of three, other service
providers were invited to join the conversation and in March 1989
the first initial meeting of ACCES (Acessing Cleveland County
Elder Services) was held. More than ten organizations attended
the first meeting. Discussions centered around creating a better
system of care by increasing the amount of services to the elderly,
by filling gaps in service provision, and by finding ways to communicate
better with each other to lessen duplication as well as share
information.
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Exhibit 1
SHARING THROUGH COMMUNITY EDUCATIONAL FORUMS
Educational workshops, sponsored by ACCES, have
been held frequently since 1990 to acquaint the community with
services and issues critical to the development of a coordinated
service delivery system.
The topic of the first workshop was "The
Church, the Elderly, and Their Families" and was
attended by more than 80 people. In 1991, the second workshop,
"Expected and Unexpected Changes with Aging"
also drew a large audience. The workshop in 1992 focused on the
Aging Plan that had been submitted to the Board of County Commissioners.
Discussions centered around the lack of availability of in-home
services in sufficient quantity to meet the needs of the community.
A follow-up town meeting was held to share the Aging Plan with
the community.
"Elder Care in Cleveland County"
was the topic of the 1993 workshop, featuring the availability
of older adult services in the community. In 1994 the title of
the workshop was "When Love Comes Full Circle,"
emphasizing the mental health needs of the elderly. Care management
was the topic of the 1995 workshop. A forum in 1996, as part of
the Duke Teaching Community's sharing of ideas, was attended by
persons from all across North Carolina. The focus of the forum
was to present the services and delivery system that ACCES was
working on in Cleveland County.
A forum on long term care insurance is planned in 2001.
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Assessing Need from a Community Perspective
During the time period ACCES was initiated, the United
Way of Cleveland County was conducting a community needs assessment.
One of the findings of this assessment was that residents of
the community did not know how to access the services that were
available. Focus groups also verified that information. Given
the fact that few consumers knew how to find out about services,
one of the goals of ACCES was to arrange for educational workshops,
geared toward the community. (See Exhibit 1 for a description of
the educational forums sponsored by ACCES.)
In June 1990, the North Carolina Division of Aging
awarded a planning grant to Cleveland County (one of four in the
state to be awarded). The purpose of this grant was to survey
in-home needs, housing conditions and access services in the community.
The Council on Aging was designated as the lead agency for this
grant and a steering committee was formed. Membership on this advisory
committee were the ACCESS members, which included staff from key
agencies serving the elderly, older adult consumers, members from
the faith community, and county commissioners. In addition to working
on the elderly plan, ACCES also began to work on a brochure highlighting
all ACCES providers and on the development of the Community Alternative
Program for Disabled Adults (CAP/DA) in Cleveland County. (CAP/DA
is North Carolina's Medicaid Home and Community-based waiver and
is an optional service at the county level.)
A Course of Action Emerges
In August 1991, "A Plan for Growing Older" was submitted
to and approved by the Board of County Commissioners. The plan identified
three strategic areas: aging well, housing, and caregiving.
The work that went into this plan was done by members of ACCES,
all of whom were active participants in this process. Keeping everyone
involved was a key ingredient in the success of this community achieving
its goals. Membership in ACCES continued to grow to include more
consumers, representation from minority populations, and younger
adults.
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Starting to Work
To begin operationalizing the goals of "A Plan for Growing
Older," the Council on Aging applied for a HUD grant for more
housing. To address the concept of "aging well," many
quality of life issues were identified. The need for home repairs
and handyman chores was mentioned often. Students from Gardner-Webb
University volunteered to provide these services in return for credit
in their social science class. This is an example of collaboration,
since Gardner-Webb was represented on the ACCES committee.
ACCES also published and distributed its first resource booklet
which described services for the elderly in Cleveland County. This
booklet met one of the "aging well" goals of sharing information
and keeping members and the community informed about services for
the elderly. Hospice of Cleveland County asked ACCES for its support
of a six-bed facility that Hospice was developing. This request
for support was further evidence that collaboration and cooperation
was a reality. (See Exhibit 2 for more examples of housing options
that were built as a result of this collaborative work.)
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Exhibit 2
EXPANDED HOUSING OPTIONS FOR THE ELDERLY
Diane Padgett, Director
Isothermal Area Agency on Aging
The Aging Plan for Cleveland County, adopted by the Board
of County Commissioners, in 1991, recognized a need for an
expanded range of housing options for older adults, especially
additional units of affordable housing with supportive services.
A Housing Subcommittee of ACCES was formed to address those
housing needs.
In 1992 the Cleveland County Council on Aging, in partnership
with the Lions Club, opened 48 units of subsidized housing
in the City of Shelby. This housing complex was called
West Warren Manor, and featured service coordination for the
frail elderly who resided there. The Council on Aging created
a management company to provide the administrative management
of the complex, as well as the service provision and programming
of activities for the residents.
In 1998 the Council on Aging built an additional 37 units
on the land adjacent to West Warren Manor. The new complex
is called Marion West and provides the same mix of services
as the first housing site.
Housing through other auspices also has been developed
in Cleveland County: Charles Place is a 40 unit subsidized
independent living facility developed by a for profit development
corporation. Shelby Senior Village is a 36 unit subsidized
housing complex built specifically for the elderly. Three
additional assisted living facilities have been built to care
for those older adults who are not able to live independently.
Currently, a new senior center is under construction by the
Council on Aging. Plans are also underway to develop 17 acres
of the tract of land adjacent to the Senior Center into other
housing options. An application for a 37-unit complex is
under consideration by the North Carolina Housing Finance
Agency financing support through tax credits.
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VISIT THE DUKE LTC WEBSITE
AT: http://ltc.duke.edu
Funding for Service Expansion
Funding was sought by ACCES for the establishment of a care
management service in Cleveland County. The Kate B. Reynolds
Charitable Trust awarded a two year demonstration grant to establish
a care management service. Care management in Cleveland County was
defined by the ACCES committee as "a service which helps provide
ACCESs and coordination to care solutions for older and disabled
individuals and/or their caregivers through professional screening,
assessment, development of a plan of care, monitoring, reassessment
and plans for discharge. Care management should be accessible through
a single point of entry." ACCES designated the LIVE (Living
Independently though Volunteers for the Elderly) agency as the community
agency to receive the Kate B. Reynolds funds. This agency was selected
in part because its governing structure met the requirements of
the Foundation.. LIVE was a volunteer-based organization, but its
board agreed to take on the challenge of developing a care management
service for the community. In 1994, ACCES membership continued to
increase with the addition of membership from long term care institutions,
the Foster Grandparent program, and home health agencies.
Establishing a Pharmacy Assistance Service &
Beginning to Share Beyond Cleveland County
During 1995, the issue of prescription drug costs
for low-income elderly became a concern for many service providers
and their clients. With cooperation in gathering information
and collaboration in finding resources, the community established
the Cleveland Pharmacy Assistance Program in July 1996. This was
under the auspices of the Cleveland County Health Department.
Another milestone in 1996 was the invitation that ACCES received
to become a Teaching Community, a program of the Duke Long-Term
Care Resources Program. The Teaching Communities Program goals
are "to leverage the experience of some of North Carolina's
leading communities in long term care infrastructure development
and disseminate their lessons learned to a wider audience across
the State. A forum was held in October 1996 to present the services
for older adults in Cleveland county to attendees from all parts
of North Carolina. This program highlighted the work of key agencies
in Cleveland County.
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Continued Collaboration
The two-year grant from the Kate B. Reynolds Charitable
Trust ended in 1997. Broad-based care management services as
a viable, independent entity was not yet a reality in Cleveland
County. The ACCES committee continued to meet and to strategize
about ways to secure funding to implement the service. Acute
health care providers in the community formed an "Alliance
for Health" to link health care providers from both the for-profit
and non-profit service agencies in the community during this same
period of time. The original members of the Alliance for Health
were the Cleveland County Health Department, Cleveland Center,
Cleveland Regional Medical Center, and Cleveland Home Health Agency.
Since many of these members of the Alliance for
Health were also members of the ACCES committee, discussions soon
focused on funding of the care management service. Budget
for the first full year of service (1999-2000) was estimated at
$147,700. The Alliance for Health received $25,000 from the County
Commissioners in 1998 to assist in developing a care management
program. Most of the remainder of the needed funds came from North
Carolina's Home and Community Care Block grant (HCCBG) allocation
to Cleveland County. Service providers gave up a percentage
of their allocations from HCCBG to assure that the care management
service would have funding for at least a year. In-kind contributions
of $60,160 from various agencies completed the needed revenue.
Implementation of Care Management Services
In 1999, a centralized care management service
for older adults in Cleveland County was established under the
name "Care Solutions." In April of 1999 the first
two employees, a nurse/care manager and an administrative assistant,
were hired for the care management program Cleveland Regional
Medical Center donated office space, equipment, office furniture,
and agreed to serve as the employer of these staff members. A
management contract was signed between ACCES and the hospital,
with ACCES committee members providing the operational oversight
of this service.
Since October 1999, 216 information calls have been
received by Care Solutions; 305 referrals have been made to other
agencies or services; and 47 clients have been provided case management
services. Currently there are 20 active case management clients.
Increasing Capacity by Adding CAP/DA Services
In January 2001, the CAP/DA (Medicaid Home and
Commmunity-Based Care waiver) program in Cleveland County was
transferred from the Department of Social Services to Care Solutions.
Cleveland County has 62 active CAP/DA clients and more than 150
on the waiting list. Additional social workers and nurses will
be hired to provide care management services to new active clients
as they are added to the program.
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What's Next for ACCES
The ACCES committee continues to meet quarterly,
with membership active and diverse. Educational forums will continue;
in 2001 ACCES will sponsor one on long term care insurance. An
automated centralized Information and Referral system for the
region is being discussed. As Diane Padgett, Director of the
Isothermal Area Agency on Aging states: "ACCES is a success
story in how agencies and organization can come together to develop
a strong system of support."
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Acknowledgments:
The authors would like to thank all the participants
in this collaborative process. The people mentioned below have
been particularly helpful in bringing changes to the long term
care system in Cleveland County. Libbie Shipley, Director of the
Council on Aging/Senior Center; Nancy Abasiekong, Home Extension
agent; Diane Padgett, Director of the Isothermal AAA; Dottie Leatherwood,
vice-president of Cleveland County Regional Medical Center; and
Sarah Wray, retired Director of LIVE, deserve special recognition
for their tireless commitment to this process.
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More about the Teaching Communities Program
In 1996, building on the success of the Aging at Home
Program, the Duke Long Term Care Resources Program launched the
Teaching Communities Program with support from the Kate B. Reynolds
Charitable Trust. The concept of the Teaching Communities Program
was to work with communities in North Carolina where effective
leadership had taken long term care systems development beyond
planning into implementation. In the broadest sense, all communities
were thought of both teaching and learning communities and communities
in most of North Carolina's 100 counties were eventually touched
by Teaching Communities events and publications.
Initially, three Teaching Communities were named
to begin the sharing among communities. In exchange for sharing
their experiences with other communities, these initial Teaching
Communities were offered technical assistance and educational
opportunities to complement their continued development. Those
communities were Alamance County, Cleveland County and a consortium
of 5 eastern counties, referred to as the Down-East site, coordinated
by the Mid-East Area Agency on Aging. Inaugural events held in
each community were widely attended by community leadership along
with long term care leadership from across the state.
Those three communities shared many common elements
and goals but also developed special interest areas that they
pursued. Alamance County focused on access services and became
expert on screening as a tool for information and referral and
case assistance services. Staff leadership from Alamance became
"master trainers" on screening techniques for a series
of workshops held around the state. Cleveland County further developed
expertise in volunteer programs to assist the frail and worked
toward a goal of a viable, independent source of case management
for older adults. The Down-East Community had special expertise
in housing development and took on the issue of what communities
could do to address frontline workforce shortages in long term
care.
From these experiences, several publications emerged
which provide more detail about their work:
"The Alamance County Experience: Foundations
of a Teaching and Learning Community." B. Porter, K. Berry
and H. Brennan. Long Term Advances Vol. 7, No. 4, Fall 1996
"Recruitment and Retention of Nursing Assistants: Community
Perspectives on a National Issue." P. Capehart. Occasional
Long Term Care Policy Paper Series. Paper # 9, July 1999.
"Around the Table in Cleveland County, NC: Collaboration
and Cooperation at Work for the Elderly. B. Patnaik and S. Kennedy.
Long Term Care Advances. Vol. 13, No. 1, Summer 2001.
Additional Papers in the Occasional Long Term Care
Policy Paper Series developed as resources to communities addressing
long term care issues include:
"Developing Access Services in Mecklenburg
County, North Carolina: The Just1Call Experience." B. Patnaik
and A. Geltman. Paper #12, February 2001.
"Local Taxes for Local Home Care: Evaluating the Hamilton
County, Ohio, Elderly Services Program." R. Applebaum, J.
Straker, and K. McGrew. Paper #7, May 1998.
"Pre-Assessment Screening: An Essential Building Block in
LTC Information Systems." G.L. Maddox and S. Bratesman. Paper
#6, November 1997.
Copies of the above papers maybe found on the Duke
LTC Website at: http://ltc.duke.edu
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FINAL REPORT RELEASED
THE NORTH CAROLINA INSTITUTE OF MEDICINE
TASK FORCE ON LONG TERM CARE
"A LONG-TERM CARE PLAN FOR
NORTH CAROLINA: FINAL REPORT"
JANUARY 2001
Available at the NC IoM Website:
www.nciom.org
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Long Term Care Resources Program, DUMC 2920,
Durham, NC 27710 (919) 660-7542
Current and recent issues of Long Term Care Advances are also
available at:
http://ltc.duke.edu
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