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Stephanie DeWees

Stephanie DeWees

Quality & Regulatory Specialist - Long Term Care 

  • Supports planning and execution of the association’s education initiatives
  • Member resource for quality and regulatory strategies
  • Staff liaison to Professional Development Committee

Anne Shelley, MBA, BSN, RN

Anne Shelley

Director of Professional Development & HH/Hospice Regulatory Relations

  • Reviews state and federal policies and regulations and determines impact on the delivery of Ohio health care services
  • Staff liaison to Clinical Executive Action Council and Assisted Living special interest group
  • Works with state and federal agencies and regulatory bodies

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Home Health Conditions of Participation: Regulatory Checklists

New ImageLeadingAge developed for members a set of checklists that delineate the requirements of the new home health Conditions of Participation (HHCoPs) published in the final rule and the actions needed to be in compliance.


Personnel Requirements Checklist includes staff qualification requirements and staff training for

  • Administrator
  • Clinical manager
  • Licensed practical nurse
  • Home Health Aide
  • Occupational Therapist
  • Occupational Therapy Assistant
  • Physical Therapist
  • Physical Therapist Assistant
  • Physician
  • Registered Nurse
  • Social Work Assistant
  • Social Worker
  • Speech-Language
  • Pathologist
  • Audiologist

Patient's Rights Checklist includes the requirements for the

  • Patient’s Bill of Rights
  • Patient’s Rights
  • Investigation of Complaints
  • Written information to the patient

Patient Record Policy and Procedure Checklist includes the requirements for the

  • Clinical Records
  • Transfer and Discharge
  • Care Plan
  • OASIS information
  • Comprehensive assessment of patients

Governance-Administration Policy and Procedure Checklist includes the requirements for

  • Definitions
  • Parent-Branch Relationship
  • Services Under Arrangement
  • Services Furnished
  • Outpatient Physical Therapy or Speech-Language Pathology Services
  • Institutional Planning
  • Organization, services, and administration
  • Compliance with Federal, State, and local laws,
  • Disclosure and ownership information, and
  • Accepted professional standards and principles
  • Quality assessment performance improvement (QAPI).

Emergency Preparedness Policy and Procedure Checklist includes the requirements for the

  • Emergency Plan;
  • Emergency Preparedness Policies and Procedures;
  • Communication Plan;
  • Training and Testing
  • HHAs that are part of an integrated health system

Nursing Home RoP Tools and Resources

We are working to prepare tools and resources for you to use to comply with the new CMS Requirements of Participation (RoPs). LeadingAge and LeadingAge Ohio have contracted with Pathway, a consulting firm, to prepare the basic information you will need to understand the new regulations and update your policies and procedures.

For additional resources regarding the RoPs, visit the Toolkits section of the website.


Our national partner, LeadingAge, is an association of 6,000 not-for-profit organizations dedicated to expanding the world of possibilities for aging. Together, we advance policies, promote practices and conduct research that support, enable and empower people to live fully as they age.