Establishing Staff Protocols for Medication Management

Establishing Staff Protocols for Medication Management

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

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Identifying Vendors

Sourcing Vendors

So, how do you find a good vendor? Follow the below advice and do your due diligence and you can avoid 80% of the negative situations that could occur.

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Creating Vendor Guidelines

If you haven't informed or instructed your vendors on how the property needs to be cared for, they probably don't know what to do. It's worth taking time to note the general procedures and expectations for all vendors.

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Navigating the Process of Requesting Additional Staff

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We've created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.

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