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*Please check with your Care Planning Director for any potential updates in required documention.


This deluxe digital bundle set of documentation forms and training materials is sent via e-mail (PDF and Microsoft Word documents) for you to download. The bundle includes the following goodies:



Section F Interview Tools
Sent as a Microsoft Word document so you will be able to customize materials to fit your exact needs.

The tools in this manual will help the individual who is completing the Section F, Preferences for Customary Routine and Activities Interview by providing a variety of ways for Residents to answer the questions,  a system to communicate the Resident Preferences to appropriate staff members and staff training exercises. This manual includes: 3 Training Exercises, IDT Communication Tools, Interview Worksheet, Interview Techniques and 8 Section F Cue Cards which include various styles (pictures, numbers, scales, graphs, words, etc.).

Recreation and Activity Documentation Forms Package
Sent as Microsoft Word documents so you will be able to customize each form to fit your exact needs.

Documentation Audit Form - This 2-page document is designed to guide you through a complete activity documention audit.

Activity/Recreation Assessment Form - This 2-page document is designed to assess residents' activity needs and interests.

Activity/Recreation Progress Note Form and Guidelines - 2 page guidelines, and 1 page easy- to-use Progress Note.

Activity/Recreation Participation Form - 2 page form to assist wih taking recreation attendance. Has codes.

Care Plan Communication for one to one activities - This one page checklist includes a variety of 1x1 interventions such as: music, exercise, reminiscence, validation, sensory, snacks, etc. with room for twenty residents.

Care Plan Communicationfor group activities - This one page checklist includes a variety of group programs such as Resident Council, music, parties/special events, exercise, horticulture, arts and crafts, etc. with room for 16 residents

One to One Log - Simple 2 page document to assist with monitoring an individual's one to one activities.

Recreation Therapy Treatment Log - This one-page form tracks the Recreational Therapy Services provided and includes: the purpose, the scope of service, treatment time, TR Services by category, and a space for weekly progress notes.

Sensory Response Record - This 2 page form helps you to track a resident's response to each sensory stimulation technique provided.


Medical Abbreviations Bingo
Sent as a PDF manual

Make learning fun! Medical Abbreviations Bingo helps reinforce proper use of medical abbreviations and symbols in Long-term Care Documentation. You receive twenty 8 1/2 by 11 bingo cards and a list of the 75 abbreviations used in the game. Designed for Recreation/Activity Professionals.


Perfect for inservices!

Place in sheet protectors or laminate for long-term use.



Recreation Documentation In-QUIZ-ition Game
Sent as a PDF manual

Based off of the infamous Jeopardy Game and updated to include the MDS 3.0, the Recreation Documentation IN-QUIZ-ITION Game was designed to educate Recreation and Activity Professionals about various components of documentation, primarily in the long-term care setting. This game is a great method of educating the staff as well as evaluating their knowledge. You receive two rounds of IN-QUIZ-ITION questions and answers. Simply print out the game board on 8 1/2 by 11 paper. You can either use as is or enlarge. Categories include: Assessment Antics, Q and CAA, Dare to Care Plan, MDS 3.0 Mania, and Potpourri. The game may be used as part of an in-service or for fun.

Medical Abbreviations Word Puzzle
Sent as a PDF manual

Make learning fun! The Medical Abbreviations crossword puzzle helps reinforce proper use of medical abbreviations and symbols in Long-term Care Documentation. You receive a blank crosswrod puzzle and a completed one. Designed for Recreation/Activity Professionals.

Tips for use:

1) Have employees complete the puzzle to enter a raffle drawing.
2) Use during inservice training. Employees can complete the puzzle alone or as a team.
3) Include in facility newsletter



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