How a policy becomes a module.
One fictional policy, followed all the way through: the excerpt, the objectives, the script, the decisions, the knowledge check, the supervisor sign-off, and the completion record.
This is a sample. “Sample Home Health Agency” and its Fall Prevention Rounding policy are fictional, written to show our process. They aren’t clinical guidance or a client project.
The policy excerpt
You send the policy. We read it the way a supervisor would: what must staff do, when, and what goes wrong most often?
Fall Prevention Rounding: Home Visits
3.1 At every skilled and aide visit, staff shall complete a fall-risk scan of the patient’s primary living path: lighting, floor surfaces and loose rugs, cords and clutter, footwear, and bathroom access.
3.2 Staff shall confirm the patient’s assistive device (walker, cane) is within reach and in use as instructed.
3.3 Staff shall ask the patient or caregiver about any fall, near-fall, or new dizziness since the last visit.
3.4 A reported fall or near-fall, new dizziness, or an unresolved hazard shall be reported to the RN case manager the same day, before the end of the visit where possible.
3.5 Staff shall teach one hazard correction per visit and document the scan, the teaching, and any report.
Learning objectives
We turn policy language into observable behaviors. These become the objectives, the decision points, and the supervisor checklist, so all three line up.
After this 5-minute module, the aide or clinician will be able to:
- Complete a five-point fall-risk scan of the living path at every visit (3.1).
- Confirm the assistive device is within reach and used as instructed (3.2).
- Ask about falls, near-falls, and new dizziness at every visit (3.3).
- Report a fall, near-fall, dizziness, or unresolved hazard to the RN case manager the same day (3.4).
- Teach and document one hazard correction per visit (3.5).
The common failure point we design around: a patient who says “I’m fine, I just slipped a little.”
Script excerpt
The presenter script is short, spoken, and mapped to policy sections. You approve it at checkpoint 1, before anything is produced.
| Time | On screen | Presenter says | Policy |
|---|---|---|---|
| 0:00 | Presenter in a living room | “Most falls at home don’t happen on a staircase. They happen on the way to the bathroom at night.” | — |
| 0:12 | Five icons build: light, floor, cords, shoes, bathroom | “Every visit, walk the path with your eyes: lighting, floors and rugs, cords and clutter, footwear, and the bathroom.” | 3.1 |
| 0:30 | Walker beside a recliner | “Then check the walker. Is it within reach, or parked across the room?” | 3.2 |
| 0:42 | Quote card | “Ask it plainly: ‘Have you fallen, almost fallen, or felt dizzy since I was last here?’” | 3.3 |
| 0:55 | Phone icon, “same day” | “If the answer is yes, your RN case manager hears about it today, not next week.” | 3.4 |
| 1:05 | Transition to scenario | “Let’s meet Mrs. Alvarez.” | — |
Decision-point scenarios
Learners make the call and get feedback that explains why, citing the policy. Decisions are scored.
Decision 1 · “I just slipped a little.”
Mrs. Alvarez (fictional, 82, uses a walker) says, “I’m fine. I just slipped a little in the hall on Tuesday.” Her walker is folded by the front door. What do you do first?
- ✗Note it for your next visit, since she says she’s fine.Feedback: A near-fall must be reported the same day under 3.4, even when the patient feels fine.
- ✓ Best answerUnfold the walker and place it within reach, ask what happened, and report the near-fall to the RN case manager today.Feedback: You fix the immediate hazard (3.2), gather the facts (3.3), and report the same day (3.4).
- ✗Ask her daughter to keep an eye on her.Feedback: Family support helps, but it doesn’t replace a same-day report to the RN case manager.
Decision 2 · The hallway rug
During your scan you notice a curled throw rug in the hallway to the bathroom. Mrs. Alvarez says she loves that rug. What’s the best response?
- ✗Remove it without asking.Feedback: It’s her home. Teaching and agreement work better than taking over.
- ✓ Best answerExplain the risk, offer to move it out of the walking path together, and document the teaching.Feedback: One hazard correction per visit, taught respectfully and documented (3.5).
- ✗Leave it. It’s her choice.Feedback: Her choice matters, but you still teach the risk, document it, and report a hazard that stays unresolved (3.4).
Knowledge check
Three quick questions confirm the key facts. Feedback is immediate, and learners need two of three to pass.
- How often is the fall-risk scan completed?
✓ At every skilled and aide visit - Which of these must be reported to the RN case manager the same day? (Select all that apply.)
✓ A near-fall · ✓ New dizziness · ✓ A hazard the patient won’t correct - Name the five points of the living-path scan.
✓ Lighting · floors and rugs · cords and clutter · footwear · bathroom access
Supervisor sign-off
After the module, a supervisor observes the behavior on a real or simulated visit and marks each item Met, Not met, or N/A.
| # | Observable behavior | Result |
|---|---|---|
| 1 | Completes the five-point living-path scan | Met |
| 2 | Places the assistive device within reach and confirms use | Met |
| 3 | Asks about falls, near-falls, and dizziness | Met |
| 4 | Reports to the RN case manager the same day when indicated | N/A (none observed) |
| 5 | Teaches and documents one hazard correction | Met |
Completion record
Each learner gets a printable record with answers, score, time spent, and sign-off results. It supports your documentation; it doesn’t certify compliance.
- Learner
- Jordan Sample (fictional)
- Module
- Fall Prevention Rounding v1.0
- Score
- 5 of 5 · 100% · Passed
- Time spent
- 6 min 12 s
- Sign-off
- 4 met · 0 not met · 1 N/A
- Observer
- A. Reviewer, RN (fictional)
Now play a finished module.
The Safer Discharges demo follows the same structure: presenter, decision, feedback, sign-off, and completion record.
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