The National Conference and Retreat on Legal and Documentation Issues, Protections and Mandates


Featuring Dr. Gloria Jo Floyd,  Ph.D., R.N., LCCA

Many Exciting Locations and An Assortment Of Dates To Choose From

  • Memphis, TN
January 9-10, 2003
  • Kansas City, KS
January 14-15, 2003
  • Portland, OR
January 16-17, 2003
  • Louisville, KY
January 23-34, 2003
  • Jackson, MS
January 28-29, 2003
  • Birmingham, AL
January 30-31, 2003
  • Flagstaff, AZ
February 6-7, 2003
  • Lake Tahoe, NV
February 11-12, 2003
  • Galveston, TX
February 27-28, 2003

Course Overview:

Are you in the school nursing and school health environment and suffering from "I need more specific legal and documentation direction syndrome"? If so this dynamic course that guarantees to give you straight up answers ideas, solutions and directions is for you. Featuring, as the faculty, is well known speaker, consultant, author and survival strategist, Dr. Gloria "Jo" Floyd (Ph.D, RN), author of "School Nursing Today. You will be thrust into a sea of awareness that will boost your school nursing / school health knowledge in this fast paced two day program. As a participant you will be given insights, information, and documents to jump-start you in this millennium to practice legally and effectively while documenting for maximal success and protection. By the end of day one you will be able to; 1) Explain selected issues impacting your role in the year 2000 and beyond, 2) Discuss relevant standards of practice critical to professional vs unprofessional functioning in the school nurse role, 3) Identify key policies and documentation processes germane to most care components, 4) Describe a multiplicity of dynamics impacting how you care for general and special need populations, focused toward individualized health plans and emergency care planning strategies and 5) Grasp the overall legal picture and safety protections needed for nursing and school health functioning. Day two will also push you into an updated thinking toward the role of documentation and relevant charting safeguards and processes in today’s school nursing environment. By the end of this fast paced day you should be able to: 1) Share at least 15 directions, issues, trends and mandates applicable to documentation in the field, 2) Describe the importance of a systematic and consistent charting process for basic general and special needs student admission protocol system wide, 3) Explain how the nurse practice act and documentation have relevance to each other and provides a legal safeguard to you, the student client and the school organization, 4) Document to assure the ability to settle legal controversy and/or issues when questioned and 5) Develop at a beginning level a comprehensive school health manual for distribution at school. Employing a mixture of teaching formats that include lecture/discussion, small group work, self assessment, brainstorming and/or audiovisual instruction, the speaker promises a humorous, fast-paced, fun-filled, content-driven and clinically sound approach to enhancing your knowledge skills and abilities in the area of legal and documentation issues.


Dr. Gloria "Jo" Floyd

Dr. Gloria "Jo" Floyd, has presented over 1,000 workshops and seminars attended by thousands nationwide; she has been a consultant to over 250 agencies; is published in numerous professional journals; and is featured in/on over 60 audio-visual and educational materials; recognized as a medical legal expert; has received numerous awards, citations, and recognitions; and, has taught numerous school nursing courses.


Course Schedule
Day I - Legalities
6 Contact Hours

8:30 am - 9:00 am Registration
9:00 am - 10:00 am Opening and Course Overview
Legal Issues and Trends Impacting School Nursing / School Health
In The Year 2000:
Group Think Tank and Discussion
10:00 am - 10:30 am I.    Standards of School Nurse Practice
II.   The Role of the School Nurse
III.  School Nurse Code of Conduct
IV. Unprofessional versus Professional Conduct
10:30 am - 10:45 am Break and Materials Review
10:45 am - 11:15 am I. Policies and Procedures: What, Who, When, Where, Why
II. Documentation and Compliance Issues
11:15 am - 12:00 pm Special & General Population Patients (Students)
I.  Individualized Health Plans
II. Emergency Care Plans
III. Individual Education Plans
12:00 pm - 1:30 pm Lunch On Your Own
  1:30 pm - 2:30 pm I.    Special Needs Student Planning & Identification
II.    Medically Fragile Children / Frequent Visitors / Abuse & Neglect
III.   Emergency Care Processes & Issues
IV.  Plan of Care Process from Assessment to Evaluation
V.  Individuals with Disability Education Act (IDEA)
VI. Medications and Treatment
  2:30 pm - 2:45 pm Break and Materials Review
  2:45 pm - 4:00 pm Grasping The Big Legal Picture in School Health
I.      Notification Issues
II.     Reporting / Communications
III.    Abuse / Neglect
IV.   Consent
V.    Physician Communications / Orders
VI.   Referrals
VII.   Protections Against Legal Controversy
VIII.  Avoiding Death, Violence and Unexpected Tragedy at School
Evaluation and Closing

Course Schedule
Day II - Documentation
6 Contact Hours

8:30 am - 9:00 am Registration
9:00 am - 10:15 am Opening and Course Overview
Millennium Directions, Issues, Trends & Mandates For School Health Documentation - An Update
I.    What to Document: Who to Document: When to Document
II.   Documentation Consistency Vs Inconsistency Between Licensed & Unlicensed        Staff
III.   Documentation Policies and Procedures Components
IV. A Comprehensive Look at Forms Needed
V.  Protections In Forms and Policies
VI. Basic Do’s and Don’ts - An Update
10:15 am - 10:30 am Break and Materials Review
10:30 am - 11:30 am Basic General Student & Special Needs Population Admission Process Documentation Strategies
I.      Documentation Forms Inclusiveness
II.     General History, Assessment, Baseline Assurances
III.     Physician Requirements
IV.   Consents
V.    Immunizations
VI.   Health Needs Identification
VII.   Policies and Procedures Mandates
VIII.  Importance of Consistency, Follow-Through and Policy Implementation
IX.   Special Needs Students: Definition, IHP, ECP, IEP
X.    Medically Fragile Children
11:30 am - 12:00 pm Nurse Practice Act and Documentation
11:15 am - 12:00 pm Special & General Population Patients (Students)
I.  Individualized Health Plans
II. Emergency Care Plans
III. Individual Education Plans
12:00 pm - 1:30 pm Lunch On Your Own
  1:30 pm - 2:30 pm Documentation 2000 - A Serious Review and Update
I.    Steps To Avoid Legal Controversy - Documentation Safeguards
II.    Records Relevance in Litigation/Lawsuits - How Is the Record Used?
III.   Daily Logs vs Individual Student Progress Notes:Accessing the Office,
      Assessment, Intervention, Disposition Format
IV.  Physician’s Orders: Forms, Issues, Implementation Processes
V.   Medications and Treatments Documentation, Forms, Implementation
  2:30 pm - 2:45 pm Break and Materials Review
  2:45 pm - 3:15 pm Implementation of Documentation Components
I.    Notifications
II.   Reporting
III.   Referral
IV.  Immunizations
V.  Screenings
VI.  Emergency Records
  3:15 pm - 4:00 pm The Student Health Information Manual: Contents-Consents-Transportation Emergencies-CPR-Medications-Treatments-Demographic Data-Immunizations Neglect/Abuse-Reporting Referrals-Over The Counter Meds-Physicians Order The Health Care Team-Home Visits-The School Health Program Description Homeopathic Meds-Controlled Substances-Medication Treatment-Administration Team Child Protective Service- Notification-Etc.
Evaluation and Closing

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1999-2008- Dr. Gloria "Jo" Floyd, NCEHS, 14439 N.W. Military highway, #108, PMB 615 San Antonio, TX 78231 [O] 210-698-8700, [F] 210-698-8701,
email:  info@ncehs.com; www.ncehs.com; or www.DrGloriaJoFloyd.com
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