1. Welcome to

2. A membership consortium of aging services organizations, including CCRCs,
moderate‐income and federally subsidized housing, and home care and community‐based
agencies who use a holistic, Web‐ and evidence‐based assessment tool and person‐centered
process to advance healthy aging and improve outcomes of
older adults living independently.

3. Neil Beresin, COLLAGE, Kennett Square, PA
Karri Sears, Wellness Director, Alexian Village
of Milwaukee, WI
Doug Zimmer, Center for Information
Management, Ann Arbor, MI

4. Today’s webinar is one‐hour
Questions can be submitted via the
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**Any questions we don’t get to today, we’ll
provide a written response by e‐mail within a
week

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6. How are you measuring and improving
healthy aging outcomes?

7. Are you using an evidence‐based
assessment system?

8. Does your organization really
understand the value proposition?

9. 3
It’s About
2
1
3

10. What is COLLAGE?
• Consortium
• Evidence‐based assessment tools
• System to improve healthy aging
outcomes

11. Membership States

12. Membership– types or settings
4
28
21
5
CCRC sites
At Home sites
Housing sites
Other

13. How Does COLLAGE Work?
Assessments Data infrastructure
Informed decisions
Individuals Community
ROI: better healthy aging outcomes

14. Assessment Process: How?
Staff person one‐to‐one
with resident
Once every 9 months to
1 year
In office or home
Initial conversation takes
45 minutes to 1 hours
Data recorded in
software (web‐based)

15. Assessment Process: Who?
• Nursing, social service, fitness, wellness staff
Who? • Independent or assisted living residents
• Improve healthy aging
• Individuals
• community
Why? • Target resources to resident goal
• Inform need for service support decisions
• Strengthen program planning

16. COLLAGE Assessments:
Key Features
Holistic snapshot of
individual
Evidence‐based
Part of an assessment suite
used in over 30 countries

17. Our Assessment System
• Wellness Assessment: subjective, lifestyle survey
completed by the resident
• Core Assessment: short, health‐focused,
objective, combined with WA leads to Personal
Wellness Profile report and Healthy Aging Plan.
Also determines if resident has risks that require
additional in‐depth assessment
• Comprehensive Assessment: objective, health‐
focused, more extensive than Core, only
completed if “triggered” by Core

18. More About the Core and
Comprehensive Health Assessments
• Streamlined assessment system, released
7/12
• Core Assessment has 60% less items, 25‐35
minutes to complete
• Depending on setting, about 10% of residents
will need Comprehensive Assessment
• Comprehensive Assessment is auto
populated with Core Assessment coding

19. Customizes goals into a
Impact for Healthy Aging Plan across
six wellness domains
Individuals
Activates residents to
improve quality of life
and age more
successfully
Frames a personal care
coordination roadmap
Provides staff/client
feedback loop

20. Impact for
Community
Falls and balance
programs (“Got Water?”) Exercise and Tai Chi for
Spiritual wellness (“Joy of managing arthritis
Living”) Yoga for managing
Memory enhancement depression and anxiety
and support programs New Library and book clubs
(“Covered Bridge”) Targeted educational
Bereavement support materials
groups Exercise/cognitive behavior
Aging Enriched Resource for managing pain
Center

21. Impact on Management
and Operations
Identifies needed services
Informs decisions about risk (needs) and
interests
Promotional advantage
Assists with accreditation

22. Impact on Management
and Operations (continued)
Improves planning/continuity of health/wellness
operations
Leverages data (grant funding)
Improves financials (actuarials)
Improves outcomes

23. Reports Overview
Individuals Aggregate
Assessment Aggregate Profiler
Responses/Comparison
Medications Medications
Diseases Diseases
Indicators Report Ad Hoc
(assessment summary)
Personal Wellness Profile
Assessments Due
Healthy Aging Plan (HAP)

24. Personal Wellness Profile report
Resident‐directed content
Fully automated
Evidence‐based score in each on nine healthy
aging domains
Content: • What your score means
• What you may consider doing to promote your
wellness
• How your score compares to others in your
community

25. Personal
Wellness
Profile report

26. Personal
Wellness
Profile report

27. Healthy
Aging Plan

28. Aggregate Comparison percent
Counts
Profiler –
report
generation
tool
• On‐demand Percentages
frequency
distributions
• Comparison data
based on
assessment data
from all COLLAGE
members
nationwide

29. Ad Hoc
Reporting
Endless possibilities for site‐specific reporting

30. Ad Hoc in
Action

31. Ad Hoc
in Action

32. COLLAGE is Changing in 2013:
COLLAGE 360
What is COLLAGE 360 ?
COLLAGE 360 combines the power of information derived from the
COLLAGE assessment system with an award‐winning, innovative wellness
coaching process call Vitality 360.
How does it work?
The coaching model focuses on engaging the resident in meaningful
conversations that facilitate self‐direction and action. Through a
reflection and visioning process that includes information from the
assessment, resident are able to articulate life goals, supporting goals
and action steps that will lead to inspired lifestyle changes.

33. COLLAGE is Changing in 2013:
COLLAGE 360
The role of the interdisciplinary team
The interdisciplinary team (which may include fitness and social service
staff, nurses, nutritionists, administration and physicians) is guided by the
coach and serves a critical support, resource and advocacy function for the
coach and the resident. The coach communicates on a regular basis with
the resident about his/her individual wellness plan and keeps the
interdisciplinary team informed of residents’ progress.
Preliminary results
Orchard Cove, a continuing care community in Canton, MA, initially
developed the program and has found significant positive results.

34. COLLAGE is Changing in 2013:
COLLAGE360
Preliminary results from Orchard Cove
• 90% of residents participate in the program
• 85% of the participants developed a fitness plan
• Of those resident participating, 80% exercise on a regular basis
(more than twice a week)
• Since 2011, the percentage of residents who exercise increased
from 33% to 74%
• 89% of the residents participating reported having good or
excellent health – up from 80% one year earlier. This was a
statistically significant finding.
• 62% of the residents participating stated they are delighted with
life as a whole – up from 32% one year earlier. This was a
statistically significant finding.

35. COLLAGE data is the engine that drives
your Wellness Program operations

36. Using Data for Program
Development
Karri Sears
Director of Wellness

37. Health and Wellness
is What Everyone Wants
Your prospective residents move to your
community because they expect you to help them
remain independent for the rest of their lives

38. Keeping People Independent
o Meets your mission
o Improves satisfaction of residents
o Reduces turnover of units
o Allows community admissions to assisted
living and health care
o Reduces costs for life care community
through reduced utilization

39. What Can We Provide To Facilitate
Health and Independence?
o Holistic evidence‐based assessment
(COLLAGE)
o Knowledge and tools to remain well
and stop or slow chronic disease
o Data‐driven programs and services to
enhance quality of life

40. Components of an Effective
Program
A holistic approach to care
coordination services is finding
the right balance of support
between monitoring the seniors
health care needs through
ongoing contact.
To develop a simple plan of care
that is understandable and
agreed upon with the goal of
100% compliance.

41. Wellness Program Developments

42. How COLLAGE Assisted
o Provides holistic evidence‐based wellness
assessment
o Supports philosophy of promoting
independence
o Provides opportunity for benchmarking via
comparative data
o Assists in development of resident need
priorities

43. Occupancy Data:
Health Care and Assisted Living
Projected Projected Actual Actual
SNF AL SNF AL
2007 53 53 30 18
2008 53 53 29 19
2009 53 53 27 18
2010 54 52 19 30
2011 54 52 16 30

44. Occupancy Data: Lead to
Significant Financial Improvement
New direct admissions into health care and assisted
living, lead to financial improvement: approximately 7
million dollars surplus

45. 2012 and Beyond

46. Cognitive Performance Scale
(CPS) score from data
Cognitive impaired residents:
derived from CPS score
2008 –’09 126
2009 –’10 175
2010 –’11 200

47. COLLAGE, The Art & Science of
Healthy Aging
Helps you get the right
people in the right seats
on the bus
Data improves services,
quality and outcomes,
and it is a win‐win for
everyone…

48. The Technical Side of
COLLAGE
Doug Zimmer, Co-owner
Center for Information Management, Inc.
Ann Arbor, MI

49. Software Highlights
• How does COLLAGE software work?
• What is included in basic software?
• What options are available?
• What is the National Repository?
• How is software deployed?
• Short demo of software prototype

50. Software Platform
• Web‐based software, runs in browser
• Requires Internet connection
• No installation required; minimal issues for
local IT
• Data for all members stored on single server
in secure data center (with access strictly
controlled by facility)

51. Basic Functions
• Maintain demographic information
and record several types of
assessments
• Create Healthy Aging Plans with
personal goals for wellness
• Generate reports on individuals and
in aggregate

52. Optional Features
• Use laptop for interviews in personal
residences without Internet
connection
• Build ad hoc queries and create
dashboards and special reports
unique to organization

53. COLLAGE National Repository
• Copy of de‐identified assessment data
automatically sent to Institute for Aging
Research (IFAR)
• Performs quality assurance review
• Creates peer comparison reports
• Supports ongoing studies by IFAR

54. Deployment
• Each organization plans implementation
process and timetable for deployment
• Web‐based training provided:
• How to complete and use assessment tools
• How to use software tools
• Help Desk services available:
• Coaching clarifications and questions
• Technical software issues or problems

55. Software Demo
• Overview of resident information
• Completing assessments
• Creating Health Aging Plan (HAP)

57. COLLAGE, The Art & Science of Healthy Aging®
o Schedule a meeting with your leadership team
o View a short YouTube video of a COLLAGE
conversation in action
o Talk to several COLLAGE member organizations.
o Review our Question and Answer publication
o Chat about cost, training, model practices, successful
program launch and business process integration, trial
operating agreements, etc.
info@collageaging.org
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