Re: Westminster Place Paperwork

This seems like the facility's requirement/policy and not any legal
requirement. It is definitely more burdensome than other facilities in my
experience. Short summary is that it's a business decision to determine
whether it is financially worth it to meet these requests as my guess is if
we push back the facility may say take it or leave it.

Note some offices do accommodate these types of requests and in those cases
get caregivers to authorize the release of their employment information.
Attached is a template other offices have used.

Let me know if you want to discuss further.


On Tue, Jan 28, 2025 at 1:36 PM Timothy Thomas <tt@thekey.com> wrote:

> @Steve Koyanagi <skoyanagi@thekey.com> Is this a reasonable ask on the
> part of the SLC? And are we required to provide it in IL?
>
> On Tue, Jan 28, 2025 at 2:57 PM Diane Mockenhaupt <dmockenhaupt@thekey.com>
> wrote:
>
>> Claudia,
>>
>> Please help me to understand what you are asking? Are you sure that
>> Westminster is requesting all of this from us, as an agency?  It makes
>> sense if a resident is hiring a private caregiver but I am not sure
>> they expect an agency to produce. Some of these documents * are our
>> caregiver's HIPAA protected or privacy protected documents.  If Westminster
>> is requiring all of these documents, we will have to get permission from
>> our caregivers to share.*
>>
>> (a) a negative Tuberculosis test - *not required for employment, so  not
>> in our files. . If Westminster requires this will they provide the test? If
>> not,  we will have to schedule caregivers to have one done - this will
>> absolutely delay any SOCs and each one will cost us about  $80*
>>
>> (b) a clean criminal background check - *we do background checks via
>> IDPH quarterly and pre-hire we have an Accurate Background check is run -
>> we do not share these reports.*
>>
>> (d) proof of COVID vaccination(s); * not required for employment
>> - please ask Westminster to clarify what they are wanting.  A booster in
>> the last 12 months? A booster in the last 6 months?  Again not required by
>> us so this will delay or prohibit us being able to staff.*
>>
>> (e) required liability and other insurance, and, if the companion drives
>> the Resident’s car on Presbyterian Homes property,*  What insurance are
>> they requesting? The Key's Liability Insurance or caregiver's insurance?  I
>> can provide a copy of The Keys liability insurance.*
>>
>> (f) a valid driver’s license -* We have this on our files.  Do they want
>> us to provide a copy of every caregivers deriver's license? We will have to
>> get permission from our caregivers to share.*
>>
>> (g) appropriate auto insurance. -  *We have this in our files.  Do they
>> want us to provide a copy of every caregivers auto insurance? Even if the
>> caregiver is not driving their resident? **We will have to get
>> permission from our caregivers to share.*
>>
>>  Caregivers need to "Return Completed Form ("*Vehicle Registration -
>> Third Party Personnel*") to the Public Safety Department along with
>> Proof of Automobile Insurance (a copy of your state insurance certificate
>> is acceptable)." *  Do you know where The Public Safety Department is
>> located?    Do the caregivers  have to make appointments?  *
>>
>> Thank you,
>> Diane
>>
>> On Thu, Jan 23, 2025 at 8:00 AM Claudia Cook <claudia.cook@thekey.com>
>> wrote:
>>
>>> Additionally, how are we handling these documents Westminster Place
>>> requires (as listed on the 2nd page)?
>>>
>>> Presbyterian Homes requires that Residents who engage Third Party
>>> Personnel
>>> *providePresbyterian Homes with documentation* of the following with
>>> respect to such Third
>>> Party Personnel:
>>>
>>> (a) a negative Tuberculosis test,
>>> (b) a clean criminal background check,
>>> (c) a negative drug screen,
>>> (d) proof of COVID vaccination(s);
>>> (e) required liability and other insurance, and, if the companion drives
>>> the Resident’s car on Presbyterian Homes
>>> property,
>>> (f) a valid driver’s license and
>>> (g) appropriate auto insurance.
>>>
>>> Lastly, Caregivers need to "Return Completed Form ("*Vehicle
>>> Registration - Third Party Personnel*") to the Public Safety Department
>>> along with Proof of Automobile Insurance (a copy of your state insurance
>>> certificate is acceptable)."  They need to then display their sticker when
>>> parked on campus (in designated spots). Can we get confirmation on who
>>> has done that already?
>>>
>>> Thanks!
>>>
>>> Claudia Cook, MSW
>>> Senior Home Care Liaison
>>> Cell/text: 224-783-0179
>>> Office: 847-853-7777
>>> Email: Claudia.Cook@TheKey.com
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>>
>>> On Wed, Jan 22, 2025 at 4:29 PM Claudia Cook <claudia.cook@thekey.com>
>>> wrote:
>>>
>>>> Lydia, thank you so much for doing all of this! I'm trying to get my
>>>> head wrapped around this.
>>>> Malin, what is the status for:
>>>>
>>>> *We still need signatures for 2 clients; Frank and Rosemary Neuhaus for
>>>> Cg. ,Oyindamola Dee Okenla  and Denise Mitchell and Helen Ryan for Cg.
>>>> ,Marie LaFleur.*
>>>>
>>>> *One caregiver is also unable to sign and will need to sign in person.
>>>> This is Blessing Uba at Carol O'Conor. *
>>>>
>>>> *Please inform these clients that these registration forms need to be
>>>> signed. Thank you for agreeing to drop off paperwork to Blessing, Malin.
>>>> She needs to complete the blank Tb Screening form as well.  The form can be
>>>> left at Carol Ryan's home for her to sign.  *
>>>>
>>>> Please let me know how I can help or if they've been uploaded already.
>>>> Thanks!
>>>> Claudia Cook, MSW
>>>> Senior Home Care Liaison
>>>> Cell/text: 224-783-0179
>>>> Office: 847-853-7777
>>>> Email: Claudia.Cook@TheKey.com
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>>
>>>> On Wed, Jan 8, 2025 at 10:50 AM Lydia Jackson <lmjackson@thekey.com>
>>>> wrote:
>>>>
>>>>> Hello,
>>>>> Here is the status of the Westminster paperwork.  Much of it was
>>>>> completed over a week ago, however there are a few signatures that are
>>>>> still missing. We still need signatures for 2 clients; *Frank and
>>>>> Rosemary Neuhaus* for Cg. ,Oyindamola Dee Okenla  and Denise Mitchell
>>>>> and *Helen Ryan* for Cg. ,Marie LaFleur.
>>>>>
>>>>> One caregiver is also unable to sign and will need to sign in person.
>>>>> This is *Blessing Uba* at Carol O'Conor.
>>>>>
>>>>> Please inform these clients that these registration forms need to be
>>>>> signed. Thank you for agreeing to drop off paperwork to Blessing, Malin.
>>>>> She needs to complete the blank Tb Screening form as well.  The form can be
>>>>> left at Carol Ryan's home for her to sign.
>>>>>
>>>>> *Westminster Place:*
>>>>> *Clients: Frank and Rosemary Neuhaus*
>>>>> *Oyindamola Dee Okenla  *
>>>>>        CG Completed Yes
>>>>>        Family Signed  *No*
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Denise Mitchell*
>>>>>        CG Completed Yes
>>>>>        Family Signed  *No *
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Client: Harriet “Marjorie” Goedert*
>>>>> *Marie LaFleur*
>>>>>        CG Completed Yes
>>>>>        Family Signed  Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Client: Carolyn Adams*
>>>>> *Glory Garuba*
>>>>>        CG Completed Yes
>>>>>        Family Signed Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Erese Lovensky*
>>>>>        CG Completed Yes
>>>>>        Family Signed Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Hatidzhe Adams*
>>>>>        CG Completed Yes
>>>>>        Family Signed  Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Shaunte Strong*
>>>>>        CG Completed Yes
>>>>>        Family Signed Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Client: Carol O'Conor*
>>>>> *Titilola Bello*
>>>>>        CG Completed Yes
>>>>>        Family Signed Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Blessing Uba*
>>>>>        CG Completed *No *
>>>>>        Family Signed  Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Client: Helen Ryan*
>>>>> *Marie LaFleur*
>>>>>        CG Completed Yes
>>>>>        Family Signed  *No*
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Joella O'Neill*
>>>>>        CG Completed Yes
>>>>>        Family Signed Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Client: Judy Campbell (McGaw)*
>>>>> *LaCherrie Link*
>>>>>        CG Completed Yes
>>>>>        Family Signed Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>> *Wuraola Dosunmu-Olopo*
>>>>>        CG Completed Yes
>>>>>        Family Signed  Yes
>>>>>        Sent to WP   Y/N and Date
>>>>>
>>>>>
>>>>> *Thank you,*
>>>>>
>>>>> *Lydia M. Jackson*
>>>>> Caregiver Manager
>>>>> LMJackson@TheKey.com <Tami%20.Larson@TheKey.com>
>>>>> (847) 853-7777
>>>>>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>