PALTC23 Conference Recordings SA02 Get Control Nurse Leaders! Setting Up a Life-Changing Morning Meeting

As a DON or nurse manager your life often feels like it’s spinning out of control. However, a good morning meeting can be life changing! This session will teach you how to run a great morning meeting. You’ll learn the “why” the IDT needs to participate and how to get them to participate. We will discuss the elements that need to be reviewed and followed-up on daily, such as unplanned hospital transitions, Medicare/Managed Care residents, incidents and accidents, behaviors, antibiotics and antipsychotics, lab/diagnostics, etc. as well as Patient at Risk (PAR) planning, how to update care plans real time, and how to delegate follow-ups you want brought to you at stand-down. When your staff are coming back at the end of the day with the wrap-ups to morning assignments, you are in control!

Learning Objectives:

At the completion of this session, learners will be able to:

  • Review the critical importance of a well-run morning meeting and how that assists the nurse leader to stay in control of their facility.
  • Review the specific item to be covered in a morning meeting.
  • Discuss the importance of daily unplanned hospitalization review and demonstrate through case studies how to perform a root cause analysis and QI for performance improvement.
  • Detail the importance of daily stand-down meeting and demonstrate through examples how that completes the objectives of the morning stand-up meeting.

Leslie Zimmerman-Black, BSN

Leslie Zimmerman-Black, BSN, is a registered nurse holding bachelor’s degrees in biology and nursing in addition to having her director of nursing certification from NADONA. She has held certifications in resident assessment coordination and geriatric nursing. She is currently a regional nurse consultant for Mission Health Communities. During her role as a Director of Nursing for Mission Health, she led her facility to a deficiency free survey, a Bronze Quality award from the American Health Care Association earned and a 5-star rating from the Centers for Medicare and Medicaid Services. Ms. Zimmerman-Black has devoted her nursing career to promoting dignity and autonomy for elders starting as a certified nurse’s aide. She is also passionate about staff empowerment and education.

Robin Jones, RN

Robin Jones, RN, began her nursing career as a CNA and became an LPN in 1979. In 1988, she graduated from Greenville Technical College with her Associates Degree. Ms. Jones worked in CCU and post cardio-vascular recovery from 1988-1993 and also worked for Home Health Agency Part time while working in the cardiac unit. After working 5 years in Cardiology, she accepted a Staff Development Position in Long Term Care, she advanced from this position to Director of Nursing and held that role for over 15 years. Her career also included worked as a Mobile DON assisting facilities with vacancies. Her most recent mobile DON position was with Mission Health. After assisting for two years, Ms. Jones was promoted to Regional Nurse Consultant. She held that position for 3 years and then assisted the company by becoming the Director of Education. In that role, Mr. Jones set up CNA classes in Kansas and perfected the partial remote, partial on-site education of over hundred CNAs, with a pass rate of 100%. She then returned to her Nurse Consultant role where she continues to work today.

Jacqueline Vance, RNC, BSN, CDONA/LTC

Jacqueline Vance, RNC, BSN, CDONA/LTC, is a registered nurse with board certifications in Gerontological Nursing and infection prevention, a certified long-term care director of nursing/administration, a certified dementia care practitioner, and is a Lean Black Belt Six Sigma Professional. She is the Senior Director of Clinical Innovation and Education for Mission Health Communities where she creates and educates on complex clinical programs to reach the goals of quadruple aim and achieve superior patient outcomes as well as creates and develops a platform for sustainability of the programs. Previously the Director of Clinical Education for Sava Senior Care. Prior to SAVA, she was the Director of Clinical Affairs for AMDA-PALTC for over 14 years where she supported the Clinical Practice Guidelines project. She has been a Director of Nursing as well as a regional multi-state, multi-facility nursing consultant for a nationwide company. Ms. Vance sits on the boards of the Beneficiary and Family Centered Care-Quality Improvement Organization and the National Transitions of Care Coalition. She is a recipient of several nursing awards, and actively involved in her mission to improve the quality of care and quality of life that seniors receive throughout the nation. Ms. Vance is a national speaker on topics focused on care improvement for the elderly and has authored multiple articles and manuals on that theme, including chapters in Nursing Home Litigation and Nursing Malpractice Third Edition.

  • 1.0 CME
  • 1.0 CMD Management
  • 1.0 MOC

Release Date: 03/29/2023   |   Expiration: 03/01/2026

Credit Statements:

Accreditation: Post-Acute and Long-Term Care Medical Association is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians. 

CME Designation: Post-Acute and Long-Term Care Medical Association designates this enduring material for a maximum of 1.0 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

CMD Credit Hours: This CME activity has been pre-approved by the American Board of Post-Acute and Long-Term Care Medicine (ABPLM) for up to 1.0 management hours toward certification or recertification as a Certified Medical Director (CMD) in post-acute and long-term care medicine. Each physician should claim only those hours of credit actually spent on the activity.

The CMD Program is administered by the ABPLM. Each physician should claim only those credit hours that he/she actually spent in the activity. For further information, contact ABPLM at 410-992-3117 or at cmd@paltmed.org.

ABIM Maintenance of Certification (MOC): Successful completion of this CME activity, which includes participation in the evaluation component, enables the participant to earn up to 1.25 Medical Knowledge MOC points and patient safety credit in the American Board of Internal Medicine’s (ABIM) Maintenance of Certification (MOC) program.

Participants will earn MOC points equivalent to the amount of CME credits claimed for the activity. It is the CME activity provider’s responsibility to submit participant completion information to ACCME for the purpose of granting ABIM MOC credit.


Financial Disclosure Statement:

The Association requires the disclosure of all speaker/faculty/planner’s relevant financial relationships; presence of off-label use of a device or medication; and discussion of any experimental, new or evolving topic prior to each accredited education activity.

If the learner perceives any bias toward a commercial product or service, advocation of unscientific approaches to diagnosis or therapy, or recommendation, treatment, or manners of practicing healthcare that are determined to have risks or dangers that outweigh the benefits or are known to be ineffective in the treatment of patients please report this to the Association's staff.

The following speaker(s) disclosed relevant financial relationship(s): 

  • Julie Gammack, MD, CMD (Planner & Speaker): Stockholder: Amarin
  • Kenya Rivas Velasquez, MD, CMD, FAAFP (Planner & Speaker): OptumRx: Stockholder
  • All other planners, speakers, and AMDA staff have no relationships with ineligible companies.

All relevant financial relationships have been identified and mitigated.

Components visible upon registration.