24 Managing Time, Energy, and Money 1. Explain three ways to work more efficiently Understand these...

24 Managing Time, Energy, and Money

1. Explain three ways to work more efficiently

Understand these three ways to work more efficiently: • Distribute tasks.• Prioritize tasks.• Simplify tasks.



Think about this question:

Why is it important to be realistic about what may be done in a given amount of time?



REMEMBER:

Tasks may take longer than expected at times; flexibility must be built into the plan.



Understand how these key words apply to managing time and energy:• Energize • Organize• Economize• Minimize• Specialize




What problem areas exist in your own life that may require a more efficient approach?


2. Describe how to follow an established work plan with the client and family

Remember these points: • The HHA’s tasks for every client are found in the care plan

and assignments. • Tasks should be prioritized by importance. • All high-priority tasks are done first, then others if time

permits. • A written schedule for the day should list all tasks and time

frames. • Discuss the plan with the client and family, explaining

priorities.


2. Describe how to follow an established work plan with the client and family


Why is it important for the client and family to know the daily work schedule?


3. Discuss ways to handle inappropriate requests

Remember these points: • All tasks are not the same for every client. • When clients make inappropriate requests, respond with the

following: • Explain that you may only do tasks on the care plan or

assignment. • Emphasize that you would like to help, but your time is

limited. • Discuss requests with the supervisor. • Document requests and your actions. • Share your work schedule with the client and family.


4. List five money-saving homemaking tips

Use these tips: • Check store circulars for advertised specials. • Use coupons. • Shop from your list. • Avoid convenience stores. • Plan ahead.


4. List five money-saving homemaking tips


Which of these tips do you use when shopping for yourself?


5. List guidelines for handling a client’s money

Follow these guidelines when handling a client’s money: • Never use a client’s money for your own needs, even if you

plan to pay it back. • Estimate the amount of money you will need before

requesting it. • Take checks, rather than cash, when possible, and have the

client or family fill out the name of the store. • Get a receipt for every purchase.


5. List guidelines for handling a client’s money

Guidelines when handling a client’s money (cont’d): • Return receipts and change to client or family member

immediately. • Keep a record of the money you have spent. • Keep the client’s cash separate from your own. • Never offer money advice to a client. • Keep money matters private.


ExamMultiple Choice. Choose the correct answer.1. Which of the following tasks should be given first priority?

(A) Shopping for cosmetics (B) Giving the client a bath (C) Cleaning out the refrigerator (D) Preparing a cake for dinner

2. Which of the following tasks should be given first priority? (A) Assisting with oral care (B) Clipping coupons (C) Chopping vegetables (D) Cleaning the oven


Exam (cont’d)3. Which of the following tasks should be given first priority?

(A) Picking up clutter (B) Running to the store (C) Giving a back massage (D) Dusting

4. When a client makes an inappropriate request of the HHA, the HHA should (A) Ignore the request if it is not in the care plan (B) Offer to do additional tasks for extra pay (C) Agree to do the task if the client keeps it confidential (D) Say, “No,” and explain that only tasks assigned in the care plan are

allowed


Exam (cont’d)5. Which of the following is a good money-saving tip?

(A) Plan ahead to get what you need before you run out. (B) Shop at convenience stores for groceries. (C) Buy prepared foods rather than fresh or raw foods. (D) Buy whatever sounds good, even if it is not on the list.

6. Which of the following is true of handling a client’s money? (A) An HHA can borrow a client’s money if she plans to pay it back. (B) All states allow HHAs to handle clients’ money. (C) HHAs should use checks rather than cash when possible. (D) The HHA should give money advice if she knows the client is struggling

financially.


Exam (cont’d)7. Which of the following is a good idea to take to the grocery store to help stay

within a budget? (A) Receipt (B) Calculator (C) Wallet (D) Cash

8. Which of the following can help clients save money when grocery shopping? (A) Checkbook (B) Piggy bank (C) Coupons (D) Convenience store


Exam (cont’d)9. What is important for HHAs to give to clients after making purchases for

them? (A) Coupons (B) Store vouchers (C) Cancelled checks (D) Receipts

10. Where should an HHA keep a client’s cash? (A) In the HHA’s wallet (B) In the HHA’s safe (C) Separate from the HHA’s money (D) In the HHA’s coin purse


Exam (cont’d)11. Which of the following statements is true of a client’s financial information?

(A) The HHA should not discuss the client’s information with anyone. (B) The HHA should discuss any big purchases the client makes with his

children. (C) The HHA should offer financial advice if the client seems to need it. (D) The HHA should discuss any financial concerns with the client’s bank

representative.

12. When should HHAs return receipts to clients? (A) At the end of the day (B) At the beginning of the next shift (C) Immediately (D) When the client inquires about it

24 Managing Time, Energy, and Money 1. Explain three ways to work more efficiently Understand these...

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