Supplemental Information
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Hebrew Rehabilitation Center (HRC) operates a 725-bed licensed chronic care hospital consisting of a 505-bed facility in the Roslindale section of Boston, MA and a 220-bed satellite facility in Dedham, MA (also known as the NewBridge Health Care Center, on the campus of the continuing care retirement community operated by NewBridge on the Charles, Inc.). HRC leases space from NewBridge on the Charles, Inc., an affiliated entity, to operate the 220-bed satellite. HRC also operates outpatient clinic satellites on the NewBridge campus, and in Canton, MA and Brookline, MA. Hebrew SeniorLife, Inc. (HSL), a regional and emerging national thought leader in senior health care, senior living, research and teaching, is HRC's sole member and also provides management services to HRC. HRC is accredited by CARF (Commission on Accreditation of Rehabilitation Facilities), and is the only geriatric specialist affiliated with Harvard Medical School. HRC provides a continuum of care to the senior community, focusing on the most frail and needy of the local senior population. Services provided by HRC include long-term care, medical acute care, post-acute rehabilitative care, primary and specialty care, outpatient clinics, outpatient rehabilitative services, and adult day care. In 2013, HSL introduced HSL Hospice Care to provide community hospice care. See Form 990 Part III Line 4A program service description. Form 990, Schedule H, Part I, line 6a HRC's annual community benefits report is prepared using the name of HRC's sole member, Hebrew SeniorLife, Inc. Form 990, Schedule H, Part I, line 7g The reported subsidized health services include costs of HRC's outpatient clinics, which operate at small volume at the Roslindale facility and at larger volume at HRC's satellite facilities in Dedham, Canton, and Brookline. These are hospital-based clinics utilizing primarily HRC-employed physicians and nurse practitioners, with direct costs in FY13 of $1,519,991. Other subsidized health services were for HRC's Recuperative Services Unit, Adult Day Care and Outpatient Rehabilitation programs. Form 990, Schedule H, Part I line 7 column (f) Bad Debt provision expense of $748,184 was included in 990 Part IX line 25 column A and was excluded for purpose of calculating the percentage in this column. Form 990, Schedule H, Part I, line 7 The costing methodology used is based primarily on the standard cost accounting methods of the Massachusetts state DHCFP-403 Cost Report for FY13 which follows the standard Medicare cost accounting principles of the Medicare Cost Report. To cost some specific programs, a Cost to Charge ratio specific to each program was developed. Form 990, Schedule H, Part II Community building activities. Describe how the organization's community building activities, as reported in part II, promote the health of the communities the organization serves. The $311,000 of Workforce Development represents HRC's Career Development programs for Certified Nurse Assistants (CNAs) and other staff. Included in this amount are costs of onsite remedial classes in math, ESOL, and reading for our employees. An outside vendor provides classes for 10 months of every year with the students meeting two times per week for two hours each class. For each class, HSL pays for one hour as release time and the employee attends one hour on their own time. The students also receive progress reports. These classes help prepare employees to pass the College Placement Test (CPT) so they are able to move on to degree programs. In FY12 this program received a $300K three-year grant from The Boston Foundation for the program "Advanced Career Path for CNAs: Creating Frontline Leaders". This unique nursing specialty certification program will enhance the skill set of CNAs and improve the quality of care that seniors receive; it is an extension of HSL's existing career development programs and is a replicable model for professional development. HRC serves as a primary training facility across a number of health-care disciplines for academic institutions in the Greater Boston area, including Harvard Medical School. HRC participates in the University of Massachusetts nursing program in which RNs employed by HSL may apply to UMass for a scholarship for their Bachelor in Nursing Degree. Over 800 students annually train at HRC in a wide of health professions including medicine, nursing, recreational therapy, pharmacy, dentistry, physical, occupational, and speech therapy, clinical pastoral and social work. HRC's SummerWorks Program, in partnership with Action for Boston Community Development (ABCD), provides high school students with summertime work experience in the Active Living Program. This initiative provides these students with training and hands-on experience in geriatrics in a health care setting. As part of its coalition building activity, HRC is actively involved in the Multicultural Coalition on Aging (MCA), and hosts the coalition's monthly meetings. The MCA is comprised of approximately 200 organizations and individuals serving seniors who have cultural and linguistic barriers to health-care information. The MCA has sponsored 10 bi-annual health and wellness conferences in which the curriculum is delivered in 10 different languages: English, Creole, Haitian Creole, Spanish, Portuguese, Vietnamese, Chinese, Cambodian, Russian, and Sub-Saharan African. These conferences usually serve about 350 seniors and are sponsored through the MCA member organizations. In FY13 there were 10 monthly MCA meetings reaching 251 professionals. Most of monthly meetings include a speaker on issues relevant to cultural diversity. Other economic development, physical improvements, and environmental benefits were identified but not specifically costed in Part II. Form 990, Schedule H, Part III, line 2 HRC records provision for doubtful accounts as the amount needed to adjust the reserve, which is based on estimated percentages of accounts receivable by payor and aging category. The charge figure is adjusted to cost using HRC's overall cost to charge ratio. Form 990, Schedule H, Part III, line 3 Although none of the bad debt expense has been included as a community benefit, it is estimated that 73% is related to patients who subsequently would have qualified for financial assistance but for a technical issue or a period of ineligibility. Form 990, Schedule H, Part III, line 4 HRC's financial statement footnotes do not contain a footnote describing bad debt expense. Form 990, Schedule H, Part III, line 8 While line 7 shows a "Medicare surplus" of $1,662,444 for services other than those reported as part of Subsidized Health Services, in reality HRC's Medicare surplus (net of the shortfalls reported in Subsidized Health Services) was only $159K. The reconciliation below to line 7 includes an adjustment needed because the Medicare Cost Report method for computing Medicare allowable costs understates HRC's true costs (the Medicare Cost Report pools routine costs for HRC's long-term care (LTC) and Medical Acute Care Unit (MACU) services, making allowable costs appear low for the MACU Medicare Part A service). The amount on line 6 is the allowable cost as shown on the Medicare Cost Report; therefore "Other" is checked on line 8. $159,185 was HRC's true Medicare surplus (excluding activity reported as part of Subsidized Health Services). To reconcile to the Medicare Cost Report and to Part III line 7: add $1,503,259 MACU allowable costs - adjustment needed due to cost report methodology (see above) Equals $1,662,444 as shown on Part III line 7 Form 990, Schedule H, Part III, line 9b Patients found to be eligible for assistance through Massachusetts Medicaid (known as MassHealth) or other program are not pursued through collection efforts but rather are assisted free-of-charge with the MassHealth application and eligibility process through to completion, including any necessary appeals. Form 990, Schedule H, Part V, line 3 The primary vehicle for gathering community input was an online survey of community leaders, academics, Area Agencies on Aging (ASAPs), adult day health and home health agencies. These individuals or organizations serve or represent members of the medically underserved, low income or minority populations in the community. Form 990, Schedule H, Part V, line 19d HRC is a chronic care hospital and does not have an emergency department; all admissions are elective and are not for emergency services. Inpatients requiring emergency care that HRC cannot provide are transported, regardless of financial assistance status, to local acute care hospitals for appropriate treatment. Form 990, Schedule H, Part V, line 20d HRC uses Medicaid and Medicare payment rates to determine amounts due from FAP-eligible individuals. Form 990, Schedule H, Part VI - Section 2 Needs assessment In order to proactively address the health needs of the rapidly growing senior population, HSL has worked over the past decades
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Form 990, Schedule H, Part VI - Section 3
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Patient education of eligibility for assistance
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Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization's charity care policy. All patients admitted to HRC are counseled by an admissions coordinator about services rendered, billing procedures, patient rights and responsibilities, insurance coverage, and eligibility for assistance as required by guidelines established by the federal Centers for Medicare and Medicaid Services and the Commonwealth of Massachusetts' Department of Public Health. In addition to the admissions coordinator, a fiscal agent for HRC also provides education on eligibility under federal, state and local programs. All admissions documentation is reviewed and signed by the patient or responsible party on behalf of the patient at the time of admission and retained on file. HRC has provided financial assistance to selected adult day care participants since August 1999, covering the costs of transportation (in prior years) and some daily programs. The financial assistance has been essential to those participants who cannot afford to pay privately, but who have periods of ineligibility for MassHealth or other financial subsidies (given that the services are not covered by Medicare or private health insurance plans). Form 990, Schedule H, Part VI - Section 4 Community information Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves. Hebrew SeniorLife provides services to seniors. HRC, in Roslindale, at the satellite Health Care Center at the NewBridge on the Charles campus in Dedham, and at the outpatient clinics in Dedham, Canton and Brookline, provides long-term care; post-acute care, including rehabilitative and hospital-level care; specialized geriatric primary and specialty outpatient clinics; outpatient services; hospice services; home health care and private care (through an HSL affiliate); and adult day health care. 95% of the patients of Hebrew Rehabilitation Center and its satellite medical clinics are on Medicare and are older than 65. Our primary community is seniors and low income seniors, 65+, in certain neighborhoods of Boston, and the towns of Dedham, Canton, Brookline, Needham, Newton and Westwood. HRC provides health care services to all without regard to race, religion, color, national origin, gender, sexual orientation, marital status, political persuasion, or qualified handicap. Form 990, Schedule H, Part VI - Section 5 Promotion of Community Health Hebrew Rehabilitation Center contributes to community health in many ways. Part of HRC's mission is to promote the independence of seniors, including by supporting them in their homes and avoiding institutional care. It does this through outpatient care at its satellite clinics supporting senior housing, adult day health programs that help at-risk seniors stay at home, outpatient rehabilitative care designed to prevent rehospitalizations, and by offering many supportive programs and services that improve the physical and mental health and lives of seniors. Seniors learn to take control of their own health and maximize their physical and social vitality in a number of HRC-sponsored wellness programs, including Healthy Eating for Successful Living in Older Adults, A Matter of Balance, Chronic Disease Self-Management, Diabetes Self-Management, Fit For Your Life Exercise, and The Arthritis Foundation Exercise Program. All programs are evidence-based. In FY13, 117 free wellness programs (each from 6-8 weeks in duration) offered across Massachusetts communities helped 1,446 seniors (more than 9,000 to date) take a more active role in promoting their own good health. In addition, another 19 health information sessions were offered throughout Massachusetts, reaching another 710 participants. HRC's Mitzvah Program distributes meals and celebration packages three times a year to 1,800 - 2,000 mostly low income homebound or isolated seniors throughout the Greater Boston area, ranging in age from 70- to 106-years-old. In addition to the meals and packages, the program provides an opportunity for the volunteers (which include HSL Staff, Board and Committee members, and donors, and their families) to visit with the seniors, helping to give the seniors a connection to the larger community. HRC's Roslindale campus makes Kosher meals, an important service to many in the Jewish community, and its kitchen provides Kosher meals for Combined Jewish Philanthropies and Springwell as part of their Meals on Wheels program. HRC's Volunteer department harnesses the energy of over 200 volunteers who provided over 22,000 of worked hours, helping seniors stay connected to the larger community. HRC's Chaplaincy department provides spiritual support, with weekly prayer services (Jewish and ecumenical), pastoral volunteer training, and weekly bible study class. HRC's Palliative Care program helps seniors, families and staff navigate difficult decisions and issues, helping seniors have dignity and comfort at end-of-life. HRC's medical staff, comprised of over 40 employed physicians and nurse practitioners, participate in community activities such as health and wellness lectures to senior groups living in the community in addition to their patient care and teaching activities. Seniors and the professional community are served through sponsored events such as senior resource fairs and healthy aging programs, and professional sponsorships (28 programs reached 6,159 consumers in FY13). HRC also promotes health by educating the professional community through accredited continuing education in-service presentations to physicians, nurses, social workers, geriatric service providers, elder law attorneys, and other professionals serving the geriatric community (10 accredited programs reached 299 professionals in FY12). HRC's IFAR (Institute for Aging Research), described in general in the 990 Schedule O Part III Line 4A, had several important findings in FY12 that will directly improve the health of seniors, including that height loss predicts hip fracture risk in elderly; palliative care is associated with improved outcomes in seniors in long-term care; there is no link between calcium intake and coronary artery calcification; the link between delirium and long term cognitive decline in Alzheimer's patients; postoperative delirium in cardiac surgery patients is associated with prolonged cognitive impairment; the genetics of osteoporosis and bone breaks; and other studies. Among IFAR's FY13 research studies and findings were that repeat (more than 4) bone mineral density tests after age 75 had limited value; dairy intake of yogurt and milk had a positive effect on bone mineral density while cream had a negative effect; sleep medications elevate risk of falls and hip fractures in the elderly; and palliative care decreased emergency trips and depression. HRC collaborates with area providers and policy leaders to promote the health of seniors. In 2012 and 2013, HRC finalized preferred provider agreements with Beth Israel Deaconess Medical Center and New England Baptist Hospital to provide the highest quality, cost-effective hospital and post-hospital care. Driven by a commitment to reduce avoidable hospitalizations and readmissions, the goals of these agreements are to improve transitions of care for patients, access, communications, and information sharing, and ensure the best possible patient outcomes. In 2013 HRC's IFAR announced, with Brandeis University's Heller School for Social Policy and Management, the establishment of a joint Center to inform health care policy and practices in aging to address the impact of the nation's unprecedented demographic shift as baby boomers enter retirement years, and to collaborate to translate clinical research into policy and practice recommendations for healthy aging. HSL is governed by a large and active community board comprised entirely of independent persons from the community. HRC, as a subsidiary of HSL, has a board comprised of three employees (President, CEO, CFO) and two independent directors who are also members of HSL's Board of Directors (including the Board Chair). Surplus funds, should they exist, are reinvested in HRC as capital investment, for upkeep of the facility and for growing patient medical equipment and technology needs. Form 990, Schedule H, Part VI - Section 6 Affiliated Health Care System HRC is part of a group of not-for-profit affiliated entities whose sole member is Hebrew SeniorLife, Inc. HSL's coordinated system of care is based on the premise that research, training of geriatric health-care professionals, senior living and health care must be integrated in such a way to promote independence for all adults as they age. HRC's affiliates include senior supportive housing communities, which help keep seniors independent in their homes
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