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Topics in Research, Training, Service & Policy
Vol. 7, No. 4, Fall 1996
Duke University Center for the Study of Aging and
Human Development
THE ALAMANCE COUNTY EXPERIENCE:
FOUNDATIONS OF A TEACHING AND LEARNING COMMUNITY
Brenda Porter, Guest Editor;
Kim Dawkins Berry and Helen Brennan, Contributing Authors.
From
the Editors:
This issue of Long Term Care Advances highlights
the experience of Alamance County, North Carolina, the first
"Teaching Community" for long term care to be designated in
North Carolina by the Duke Long Term Care Resources Program
(Duke LTC). Additionally, it features the announcements of two
more Teaching Communities: Cleveland County in the foothills
of the west and a consortium of down-east counties (Beaufort,
Martin, Hertford, Pitt and Pamlico) coordinated by the Mid-East
Area Agency on Aging.
The "Teaching Communities" Program, with generous funding from
the Kate B. Reynolds Charitable Trust, will build on the gains
and strengths of the Aging at Home Program. The three initial
teaching communities and, eventually at least two more (one
in the far western and one in the southeastern areas of the
state), will be sites for events related to long term care systems
building, with training sessions and forums on current and challenging
topics. The inaugural event for the Alamance Teaching Community
was held in Burlington in March with over 100 participants from
across North Carolina. Inaugural events for the other two communities
are scheduled for October 16, 1996 (Cleveland County) and November
12, 1996 (Down-East Consortium). (See announcements in this
issue for more information).
About the Authors:
The guest editor for this
issue of LTC Advances is Brenda Porter, Director of Alamance
ElderCare. A native of Alamance County, she came to that position
in early 1994 after many years of experience working with developmentally
disabled adults. The two contributing authors are Kim Dawkins
Berry, Area Agency on Aging Administrator for the Piedmont Triad
Council of Governments, which is based in Greensboro, NC and
serves Alamance County, and Helen Brennan, RN, Geriatric Coordinator
for Alamance Regional Medical Center. Kim and Helen were an
integral part of the process that led to Alamance County's decision
to go beyond planning into the development of a system, and
they remain key players in the sustaining efforts. Both bring
a wealth of service development, delivery and advocacy experience
to their roles.
Brenda, Kim and Helen emphasized to us repeatedly, as this issue
was being assembled, how important the community partnership
concept had been to achievements in Alamance County. They wanted
to be certain that the broad groups of committee members and
funding sources were recognized (see Exhibit A) for their contributions.
And they wanted to extend their special thanks to the core "team"
members who have nurtured these efforts under the exemplary
leadership of Dr. John R. Kernodle: Barry Raker, John Currin,
Dr. Sam Powell, Dottie Moseley, Maggie Scott, Sharon Milan,
Sue Clifton, Cathy Chapman, Margaret Ross, Susan York, Willie
Mae Currin, Edna Parker, Evelyn DeLoatch and Roy Harris. They
also extend thanks to the members of the Alamance ElderCare
Board, the Interagency on Aging Committee and the Alamance Planning
Committee on Services for the Elderly.
George L. Maddox, Ph.D., Editor, Sandra
Crawford Leak, MHA, Associate Editor Duke Long Term Care Resources
Program, Box 2920, DUMC, Durham, NC 27710 (919) 660-7542 |
| EXHIBIT A |
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THE ALAMANCE COMMUNITY PARTNERSHIP
The following
organizations have been integral members of the Alamance community
partnership which has supported long term care systems development:
Alamance County Interagency on Aging
Committee
Alamance County Meals on Wheels
Alamance County Community Services Agency
Alamance County Department of Social Services
Alamance County Health Department
Alamance/Caswell Area Mental Health Program
Alamance County Recreation and Parks Department
Alamance Regional Medical Center:
Geriatric Development, Rehabilitation Services and Department
of Social Work
Allied Churches
Assistant Care Providers
Burlington Housing Authority
Burlington Senior Adult Leisure Services
Caring and Sharing of Alamance County
Community Care, Inc.
Cooperative Extension Services of North Carolina
HomeCare Providers/ARMC
Hospice of Alamance/Caswell
Mental Health Association
The Episcopal Servant Center
The Friendship Center of Alamance, Inc.
Salvation Army
Senior Tarheel Legislature: Willie Mae Currin, Marshall Taylor
Sickle Cell Disease Association of the Piedmont
Staff builders of MedVisit, Inc.
Twin Lakes Center
Twin Lakes/Special Cares
White Oak Manor
Other Organizations
Alamance
County
Alamance County Planning Committee on Services for the Elderly
Alamance Regional Medical Center
The Duke Endowment
Duke Long Term Care Resources Program, Aging at Home Program
Kate B. Reynolds Charitable Trust
North Carolina Division of Aging
Piedmont Council of Governments, Area Agency on Aging
The United Way of Alamance
U.S. Department of Health and Human Services, Administration
on Aging
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"Foundations
of a Teaching and Learning Community"
What are Teaching and Learning Communities?
Teaching communities, in this instance, are communities that
have moved beyond planning to begin implementing long term care systems.
Further, teaching communities are at a point in developing long term
care systems where their leadership are ready to share their experiences
in a way which would be useful to other communities. And, perhaps
most importantly, teaching communities exhibit an important characteristic
of successful organizations as they move into the twenty-first century:
Such communities continuously learn from their environments, particularly
from other communities, and use that information to adapt creatively.
Teaching communities flow from the tradition of "teaching nursing
homes" where modeling and mentoring have been key concepts. Teaching
communities extend such ideas beyond the wall of any institution or
agency to the communities that are necessary for building genuinely
integrated long term care systems.
When leaders in Alamance County describe what they are achieving with
respect to community long term care systems, two guiding perspectives
emerge: They are extremely proud of what Alamance ElderCare, the lead
agency for systems building, has been able to accomplish. But, to
a person, they will go out of their way to stress that the key to
Alamance's success is the cooperative spirit amongst Alamance County's
service providers. As the primary inspiration for the teaching communities
concept in North Carolina, the Alamance County experience goes beyond
any one service provider (see Exhibit A). This issue then intends
to not only provide information on the development of Alamance ElderCare,
which has been requested by many North Carolina readers, but also
to describe the community context which created and sustains it.
FOUNDATIONS IN ALAMANCE COUNTY
Opened in April 1994, Alamance ElderCare is just over two years
old; planning for long term care systems building in Alamance County
began intensively four years before in 1990. Such a history of planning
to meet the needs of frail older adults, particularly through grass
roots community development work, underlies most successful community-based
long term care (LTC) systems.
The Alamance County Interagency on Aging Committee (Interagency Committee)
has met for over ten years to share ideas and information among service
providers, but in 1990 members realized that for all their cooperative
efforts, most frail older adults and their families could not easily
identify where to start to seek services. Unlike many counties in
North Carolina, Alamance County had no council on aging. Further,
while the over 30 member agencies could all answer basic questions
about available services, there was often no time for follow-up to
be certain that the person actually received the needed services.
Based on these needs and as a part of a growing emphasis on county-based
planning for aging services in North Carolina, fostered by the North
Carolina Division on Aging, the Alamance County Planning Committee
on Services For the Elderly (Planning Committee) was established in
1990 as a coalition of public officials, senior advisors, religious
leaders, corporate leaders, representatives of service agencies, and
community and consumer representatives. In that same year, the Interagency
and Planning Committees worked cooperatively with staff leadership
from the Piedmont Triad Area Agency on Aging to conduct eight community
forums (with 180 older adults participating) throughout the county
to determine the major needs as perceived by the elderly and their
caregivers. In addition to the forums, 237 other older adults were
surveyed by service providers. The findings were that most older adults
were unaware of how to access services, or, if they were aware, they
only knew how to access food stamps and Medicaid. Based on these findings,
one of the top priorities indicated in a 1991 report to the Alamance
County Commissioners was the need to create an easily identifiable
starting point for older adults to obtain information and referral;
case assistance and follow-up; and care management.
In addition to the community needs assessment activities which were
taking place in the early 1990's, other educational and organizational
efforts were instrumental in laying the foundation for the initiation
of Alamance ElderCare:
- Community training for volunteer and family
caregivers. The Cooperative Extension Service and Alamance Health
Services (a health system with community hospital services at
the hub) sponsored three types of training programs for: 1) volunteers
who provide information to other older adults; 2) family caregivers;
and 3) volunteers who provide respite services.
- Development of senior services and community
services resource directories. The development process for these
service directories involved many other agencies notably Burlington
and Alamance County, Parks and Recreation Department and the United
Way of Alamance County.
- Enlisting the support of the medical society.
The emerging coalition worked with the Alamance/Caswell Medical
Society to implement one of the most successful Medicare "Partners"
Programs in North Carolina to provide services to Medicare recipients
with incomes below 200% of poverty. Over 1200 seniors were enrolled
through activities conducted at the original forum "sites" throughout
the county by the Interagency on Aging Committee and the Planning
Committee.
- Training and technical assistance from outside
the county. With facilitation from the Area Agency on Aging, representatives
from three other North Carolina county planning and service delivery
efforts (Pamlico, Guilford and Forsyth) provided technical assistance
to Alamance County. Also through the Area Agency on Aging, nationally
known consultants provided training on access and information
and referral systems.
Through all these efforts, Alamance
County participants had an opportunity to identify the existing gaps
in access and coordination and the lack of a county-wide system for
community-based elder care. It became very apparent that the frail
population often was not served because of an inability of older adults
or their caregivers to identify appropriate services. Such cooperative
efforts also served to further bond service providers together in
a quest to meet those needs.
ALAMANCE ELDERCARE: INITIAL DEVELOPMENT
From 1991 to 1993, there were concerted efforts among leaders in Alamance County
on older adult issues to address the priority service need of a central
point for information and access to services. Exhibit B presents visually
the development of the community partnership to address this issue,
and from that presentation, it is evident that the activities of those
years set the stage for what was to come.
Public/Private Partnership.
One point that is important to emphasize further is that this effort
was not only a community partnership but also a genuine public/private
partnership. The core team of service providers who came together
to write the initial concept papers and grant proposals included not
only the Area Agency on Aging, the Alamance Regional Medical Center
not-for-profit hospital system, the United Way, and county government
but also the for-profit and not-for-profit home health care providers.
The degree of consensus amongst home health providers related to both
support for the basic concept of a central point for information and
access and their willingness to work creatively on the technical aspects
of implementation was impressive to local government and businesses
and to funding sources outside the county.
Resource Development. As
indicated in Exhibit B, the team successfully applied for funding
in 1993 to the Aging at Home Program, managed by Duke LTC, and to
the Managed Access Demonstration Program, through the North Carolina
Division of Aging. Financing for both of these programs came from
the Kate B. Reynolds Charitable Trust, which has frail older North
Carolinians as a target population. This funding facilitated the initial
development of Alamance ElderCare as an agency in early 1994. Throughout
this period both Alamance Regional Medical Center and the United Way,
furnished much in- kind support, particularly administrative and financial
management. Additionally, Alamance Regional Medical Center continues
to serve as the host agency and provide space for the project.
The basic services that are provided by Alamance ElderCare in cooperation
with other community services providers are described below as well
as other current initiatives, several of which relate to funding sources.
Some funding streams relate to model projects funding, but Alamance
ElderCare also has funding from North Carolina's Home and Community
Care Block Grant, corporate pledges, county government and Medicaid
waiver funding through an agreement with the Alamance County Department
of Social Services to provide case management for the Community Alternatives
Program for Disabled Adults (CAP/DA).
Comparatively, Alamance ElderCare has been very
successful in achieving a diverse funding base for its services; yet,
it still remains challenged by resource development, particularly
for low and modest income older adults who are not Medicaid eligible.
A special committee of the Board, which includes business leaders,
is dedicated to resource development. The degree to which Alamance
ElderCare can be successful yet remained challenged with respect to
resource development relates to the lack of a specific funding stream
for these services at the state and federal level.
BASIC SERVICES OF ALAMANCE ELDERCARE
The basic services provided by Alamance ElderCare
are Information and Referral; Case Assistance; and Care Management.
Through Information and Referral
inquiries are directed to a variety of services
and agencies such as:
- In-Home Health Care Services
- Recreation/Seniors' Programs
- Respite Care/Sitters
- Self-Care Assistance
- Transportation
- Volunteer Opportunities/Agencies
Examples of Information and Referral/Inquiries:
- I am going to have surgery
for a knee replacement. What services are available at home as
I recover and how are those paid for?
- My mother is in the hospital
in Greensboro, but I want to bring her to live with me in Burlington
when she is discharged. What services are available to help and
how can we get them arranged?
- I run a family care home
and would like someone to teach a crafts class for my residents.
- I have heard about an
agency that will help older people with grocery shopping, but
cannot remember its name.
- My wife has just been
diagnosed with Alzheimer's, and I need to know much more about
it.
Case Assistance has
become an even more important component to Alamance Eldercare's services
than originally anticipated. Many older adults and their families
need more help to link-up with services than simply receiving information
but stop short of needing full care management. Case assistance bridges
that gap by:
- Discussing concerns and providing emotional
support;
- Helping older adults determine their needs
and options for meeting them;
- Identifying organizations that can help and
explaining how they operate;
- Assisting to make calls and arrange for the
services chosen; and
- Providing follow-up contacts as needed.
Examples of Case Assistance are:
-
Emergency grief counseling for a 75 year old
person whose daughter had recently died;
- Facilitating access for persons who cannot afford to purchase
their medications, through indigent pharmaceutical programs and
their physicians;
- Help for someone with very limited financial resources who has
urgent dental needs;
- A caller needing ombudsman services to intervene in a situation
where facility was discharging her parent; and
- A caller asking for "electric blanket" actually needing a heating
system replaced. Alamance ElderCare also provides Care Management
for frail older adults with complex needs by offering:
- In-home assessment of needs and resources
including medical concerns, daily activities and caregiver support,
among others;
- Assistance to families in developing a plan
to help the frail senior continue to live at home;
- Continuing contacts with family/caregivers
to ensure needs are met, to provide emotional support, and to
help older adults and caregivers cope with changes as they occur.
In general, Alamance ElderCare targets its care
management services to older adults who are impaired in at least three
activities of daily living and/or significantly cognitively impaired.
Care Management Examples
Example 1.
Client diagnosed with mid-stage Alzheimer's Disease. At first, spouse
just wanted information on agency. Mailed packet to her and explained
care management services. Caller requested in-home assessment of spouse's
needs. Was especially looking for assistance to help bathe spouse
who frequently refused to bathe. Financial resources allowed this
family to be able to privately pay for services. ElderCare worked
with the family for two years providing a great deal of emotional
support to the caregiver as well as technical assistance from staff
and information from the Alzheimer's Association to address client's
specific needs as he went through changes associated with his disease.
Assisted in urgent situations (changes in caregiver's health and caregiver's
short hospitalization). Helped caregiver through the process of placement
when client could no longer safely stay at home. The caregiver is
now a case assistance client and Alamance ElderCare continues to provide
emotional support and basic information on how systems work when she
feels she needs to address an issue at the facility where her spouse
lives.
Example 2. 90-year-old
sister who is caregiver for her 88-year-old sister who has Alzheimer's
Disease and Parkinson's Disease. Their nephew is power of attorney
for both sisters and lives out of town. They need assistance to access
the system and understand how certain agencies work, someone to monitor
their situation and look for any changes in their needs, and someone
to coordinate their needs with public and private resources. They
privately pay for cleaning services, some transportation, and four
hours of personal care services for the client, and, through the HCCBG,
Alamance ElderCare is able to purchase eight hours of personal care
services per week for the client.
Example 3.
Client has Alzheimer's Disease. Due to a dramatic change in caregiver's
health status and a change in family support about three months later,
client was no longer safe at home. Assisted family in securing placement.
Caregiver was not able to lift or assist in many other ways due to
heart condition and surgery. He continued to visit his wife daily
in facility and very much wanted her to return home once he was more
able to meet her needs. As caregiver's health slowly improved, Alamance
ElderCare helped the family access CAP/DA services. These services
provided the caregiver with enough help, particularly in lifting and
bathing, to allow his wife to return home.
RECENT INITIATIVES COORDINATED
BY ALAMANCE ELDERCARE
The past year has seen Alamance ElderCare move into four new initiatives:
A Teaching/Learning Community.
Through Duke's Long Term Care Resources Program, Alamance County has
been named as one of three Teaching/Learning Communities in the state
of North Carolina for the study of long-term care options for seniors.
Alamance ElderCare and other area agencies which provide senior services
will work closely with Duke LTC to implement this new program.
As a Teaching/Learning Community, Alamance County will serve as one illustration of
how communities can coordinate care for seniors. It will also receive technical
assistance in the development of a management information system for senior services,
access to visiting consultants and speakers, and student interns from social work or
other related fields. The program will also allow the country to study other programs for
coordinating services for the elderly.
The first Teaching/Learning event, a long-term care workshop was held in Burlington for
people from across the state on March 12 and 13. Marge Jameison, executive director
of the Living at Home/Block Nurse Program of Minnesota, was the keynote speaker.
The seminar gave participants a chance to explore what other states are doing in the
area of senior care and to learn how Alamance ElderCare was developed. The two-day
event, which was held at the Holiday Inn Burlington, also included a reception at
Alamance Regional Medical Center (ARMC).
"One of the reasons Alamance County was chosen as a Teaching/Learning Community
is that the area agencies have done a very good job of working together to meet the
needs of seniors and their caregivers," says Brenda Porter, executive director of
Alamance ElderCare. "For example, a son or daughter who lives six hours away but has
elderly parents in Burlington can call Alamance ElderCare for help in locating needed
agencies or services, or in some cases coordinating and monitoring care for their
parents. Without ElderCare, the out-of-town child might have to make 10 to 20 phone
calls to gather information on what's available and coordinate services."
Already, the Alamance Teaching Community has served as the chief demonstration site
for the automated version of the Duke Service and Service Outcome Screen (SOS)
which will help Alamance ElderCare screen and track the outcomes for older clients. At
a September 19 event at ARMC, the Alamance ElderCare staff were designated as
"master trainers" for the SOS.
Duke Endowment/Best Practices.
Alamance ElderCare has also received a recent grant from The Duke
Endowment. This grant touches on aspects of both the Teaching/Learning
Community Programs and the Neighborhood Senior Care Program by emphasizing
the development of "best practices". It also helps Alamance ElderCare
continue and expand its mission of linking seniors to needed services
so they can continue to live at home rather than move to institutional
care. One part of the Duke Endowment grant will allow Alamance ElderCare
to study options for best practices in the delivery of care management
services in a variety of settings.
"By studying best practices, we hope to demonstrate that the funding
of in-home services is very cost-effective and helps federal and state
government make the best use of Medicare and Medicaid funds," says
John Currin, ARMC's vice president of operations. "If North Carolina
follows the same track as other areas of the country, Medicare beneficiaries
will have the option of enrolling in managed care programs. If ARMC
has good resources for managing the care of seniors, we will be in
a better position to handle this new trend among the Medicare population
and meet the needs of our people."
Neighborhood Senior Care Program/Business
Initiatives. Another new program involving Alamance ElderCare
is the Neighborhood Senior Care program in Mebane. Developed in conjunction
with Caring and Sharing of Alamance County, this program is funded
by a federal grant from the U.S. Department of Health and Human Services.
Alamance ElderCare was one of only 12 sites nationwide to receive
this grant.
This program will use volunteers from within the Mebane community to create a support
system for that area's elderly. Volunteers might provide transportation or run errands for
an elderly neighbor, or offer respite care for caregivers. This program will also seek
volunteers from Mebane-area businesses. A Neighborhood Advisory Board and a
Business Advisory Board will both be developed and educational workshops will be
offered for volunteer caregivers and the general public.
"Employees who are also caregivers for an elderly family member may have added
stress on the job. In fact, research shows that employees who double as caregivers can
cost businesses an average of $3,000 per year in lost time and productivity," says
Porter. "If their family member has a good care system in place, they will lose less time
off the job and be more productive. So this program can actually benefit area employers
as well as the elderly."
Community Alternatives Program. The
care management component of Alamance ElderCare was originally designed
to provide those services to older adults who were not eligible for
such services under Medicaid funding. The Alamance County Department
of Social Services as the lead agency in Alamance County for North
Carolina's Medicaid Waiver Program, the Community Alternatives Program,
was already providing services to older adults who were Medicaid eligible
and were very willing to accept referrals from Alamance ElderCare.
However, the staff-time available for case management at the DSS was
fixed, so the two agencies have worked together on a cooperative agreement
which is expected to double the service capacity to CAP clients in
Alamance County.
REFLECTION ON A GOOD BEGINNING:
LEADERSHIP AND COMMUNITY DEVELOPMENT MAKING A DIFFERENCE
Alamance ElderCare is almost three years old, but, hopefully, the experience which
has been described in this issue of LTC Advances
reinforces how important all the community development work which
occurred prior to its inception and the leadership which took that
development beyond planning were. Communities can learn a great deal
from one another related to long term care systems building, but perhaps
the most important lesson is that nothing can replace the development
of community leadership on this issue. At the inaugural event for
the Alamance Teaching and Learning Community, Dr. John R. Kernodle,
the first board chair of Alamance ElderCare, concurred that such work
had made the difference.
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Duke Long Term Care
Resources Program
LEADERSHIP IN AN AGING SOCIETY PROGRAM
INTERNSHIPS
-
Exciting opportunities in 1997 to
work with key local, state and national leaders concerned
about policy issues affecting older adults
-
Stipended internships for both graduate
and undergraduate students with an expressed interest
in aging issues
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1996 interns addressed issues such
as literacy, Medicare and Medicaid reform and grandparents
as parents
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Complementary seminar to "know the
territory" of an Aging Society
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Also learn about Glaxo Wellcome Long
Term Care Career Development Awards for young researchers
If you want to learn more
about Leadership Internship opportunities or Glaxo Wellcome
Long Term Care Career Development Awards for young researchers,
please contact the Leadership Office at:
Leadership in an Aging Society Program
Duke Long Term Care Resources Program
Box 2920, DUMC
Durham, NC 27710
919-660-7542
E-Mail: jbh@geri.duke.edu
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Inaugural Events for Newest
Teaching and Learning Communities
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The Teaching Communities Program of the
Duke Long Term Care Resources Program
Presents:
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"Building a Long Term Care System for Cleveland County: The ACCES
Story"
in cooperation with
ACCES, Inc. of Cleveland County Teaching Community
October 16, 1996,
Shelby, North Carolina
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"The Down-East Teaching Communities Consortium: Enhancing Long Term
Care in Beaufort, Hertford, Martin, Pamlico and Pitt Counties"
in cooperation with the
Down-East Teaching Communities Consortium Mid-East Area Agency on
Aging and The Center for Aging at East Carolina University
November 12, 1996,
Williamston, North Carolina
Pre-registration required for events please
call (919) 660-7542 for more information
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ANNOUNCING
The First Annual George L. Maddox Lecture
on
"Socioeconomic Inequalities in Aging and Health"
by
James S. House, Ph.D.
Professor of Sociology and Director
of the Survey Research Center Institute for Social Research
University of Michigan
Thursday, October 31, 1996
5:00 - 6:00 PM, Reception follows Lecture Hall, Searle
Center, Duke Campus
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