Job aids

RCFE basics for visiting clinicians: the steps to remember

The short step lists from each lesson of RCFE basics for visiting clinicians: what the home can and cannot do, on one page. Print it for the station or the break room. Each list points back to its lesson, where the sources are linked.

Decision guide

Who may do this task between visits?

Is the task an injection, or inserting, removing or irrigating a catheter?

  • Yes

    Keep it with the resident, if she can do it herself, or with an appropriately skilled professional. Do not hand it to facility caregivers.

  • No

    Is the task helping the resident take her own medication, such as opening a container or reading a label?

    • Yes

      Is it a PRN (as-needed) medication?

      • Yes

        Check that the signed, dated order and the label carry the four items, and that the physician's written statement says what she can judge and tell. If a piece is missing, ask the physician to complete it.

      • No

        Staff the licensee designates may help her take it. No forcing, no hiding, no getting around a refusal.

    • No

      Does the condition's own section let staff do it after a professional's instruction, such as emptying a catheter bag?

      • Yes

        Teach the staff hands-on, then leave written documentation of the procedure and the names of the staff you instructed. Review their work on the section's schedule.

      • No

        Is the resident on hospice, with this task written into her hospice care plan?

        • Yes

          Follow the plan, but it may not ask facility staff to do a procedure only a physician or skilled professional may legally do. Raise any such line with the hospice and the licensee.

        • No

          Do not leave it with staff yet. Ask the licensee and the resident's physician; the condition's own section, or the licensing office, settles who may do it.

This guide sorts who does a task between visits under the RCFE rules. It does not decide clinical care, your scope of practice or whether the home may keep a resident: ask the physician, your agency, the licensee or the licensing office.

Step through it one question at a time: alwbeta.com/training/courses/rcfe-basics-for-visiting-clinicians#decision-guide

Lesson 1

What an RCFE is, and what it is not

You walk into a care home and meet staff who are not nurses. Before you plan a visit, you need to know what this home is licensed to do. This lesson helps you decide which parts of a care plan the home can carry and which stay with you or another licensed professional.

  1. An RCFE is non-medical; it cannot provide skilled nursing care
  2. Find the condition's own section before you plan a task
  3. "The resident or an appropriately skilled professional" often means you
  4. The licensee names the duties staff may not do
  5. Prohibited: not admitted or kept, outside an exception or the hospice route

Lesson: alwbeta.com/training/courses/rcfe-basics-for-visiting-clinicians#lesson-clin-what-an-rcfe-is

Lesson 2

What facility staff may do with medications

Your visit leaves orders behind. Between visits, facility staff help the resident with her medications. This lesson shows what that help may include, what it may not, and what a PRN order must say, so the orders you send fit what staff are allowed to do.

  1. Staff help her take her own medication; staff give no injections
  2. No forcing, no hiding, no getting around a refusal
  3. PRN: signed, dated order and a label, both with the four items
  4. Can judge and tell: staff help. Can do neither: physician before each dose
  5. Can only describe symptoms: nonprescription PRN, with stop and reevaluation terms
  6. Hospice: the plan names who controls controlled drugs

Lesson: alwbeta.com/training/courses/rcfe-basics-for-visiting-clinicians#lesson-clin-staff-and-medications

Lesson 3

Restricted conditions: what staff may do and what stays with you

Many residents you visit have a restricted condition, such as diabetes, a catheter or a healing wound. Each one has its own section that says who does each task. This lesson helps you sort the tasks: the resident's, the home staff's after your instruction, or yours.

  1. Find the condition in section 87612, then read its own section
  2. Injections: the resident or a professional
  3. Catheter: insertion, removal and irrigation stay with the professional; instructed staff may empty the bag
  4. Ostomy: instructed staff may change the bag and adhesive
  5. Wound care by or under a professional; all care written in her file
  6. Stage 3 or 4 pressure injury: prohibited

Lesson: alwbeta.com/training/courses/rcfe-basics-for-visiting-clinicians#lesson-clin-restricted-tasks

Lesson 4

What you do and what you leave in writing

Facility staff are alone with the resident between your visits. What you leave on paper is what they can follow. This lesson covers the record of care, the agency agreement, written instruction for tasks you delegate, and the training staff need from a licensed professional.

  1. Record of care: the physician's five items and who performs each procedure
  2. Your name, address and phone in the record
  3. Home health: a signed agreement in the resident's file
  4. Delegated task: written instruction and the names of staff instructed
  5. Hands-on training before care; more when the condition changes
  6. Hospice training: each session recorded, kept three years

Lesson: alwbeta.com/training/courses/rcfe-basics-for-visiting-clinicians#lesson-clin-leave-in-writing

Lesson 5

Hand off, report, and know the home's records

A visit ends with a handoff. The home's staff, the physician, the resident's representative and, for an ALW participant, the care coordinator may each need to hear what you saw. This lesson covers who hears what, how fast, and which records the home keeps. It ends with a case.

  1. Tell the administrator what changed before you leave
  2. Significant change: the home documents it and reports it at once
  3. Refusal: respect it; the home notifies the physician and helps plan
  4. ALW participant: tell the care coordinator
  5. ALW incidents: to the CCA and DHCS within 24 or 72 hours
  6. Hospice stop other than death: the home phones the Department within one working day

Lesson: alwbeta.com/training/courses/rcfe-basics-for-visiting-clinicians#lesson-clin-handoff-and-records

Beta’s ALW team, course version 2026.10.3, text checked against its sources on October 22, 2026. Educational only. Not continuing-education, licensure or regulatory credit. Follow your employer’s current procedure and the person’s current plan. Call 911 for a medical emergency.

Call the ALW teamFit check