sync: auto-sync from HOWARD-HOME at 2026-06-24 15:39:19

Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-06-24 15:39:19
This commit is contained in:
2026-06-24 15:39:54 -07:00
parent 8ddfb33eab
commit 9d68db953f
5 changed files with 309 additions and 1 deletions

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@@ -100,7 +100,7 @@ Notable: three `98:17:3c:*` devices clustered on one AP at strong signal (-39/-4
| ASSISTMAN-PC | ee:80:75:ae:49:e3 | 192.168.2.38 | Meredith Kuhn |
| DESKTOP-DLTAGOI | a0:a4:c5:7a:83:16 | 192.168.3.133 | Sharon Edwards (LE) |
| DESKTOP-LPOPV30 | e4:fa:c4:00:65:f1 | 192.168.2.250 | Karen Rossini |
| DESKTOP-ROK7VNM | 90:0f:0c:5a:c7:4d | 192.168.3.148 | staff (domain-joined) |
| DESKTOP-ROK7VNM | 90:0f:0c:5a:c7:4d | 192.168.3.148 | Susan Hicks (`CASCADES\Susan.Hicks`) |
| DESKTOP-U2DHAP0 | e8:c8:29:6b:c1:d7 | 192.168.3.37 | Ashley Jensen |
| RECEPTIONIST-PC | 98:59:7a:d7:9d:fd | 192.168.3.187 | Reception |
| NurseAssist | a8:6d:aa:51:d6:55 | 192.168.3.254 | Veronica |

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# Cascades of Tucson — CARF Technology & System Plan: Input Worksheet
> Purpose: collect the few facts only Cascades/ACG leadership can supply, so the final
> CARF-format Technology and System Plan can be built complete (no placeholders).
> Everything marked **>> NEEDED <<** is an input from you. Everything else is pre-filled from
> ACG's records and is yours to correct.
> Prepared by Az Computer Guru · drafted 2026-06-24. Costs left blank are **[ACG TO PRICE]**
> (we verify, never guess).
---
## Part 1 — Plan header & governance (CARF Section 1 requirements)
| Field | Value |
|---|---|
| Accreditation program | **>> NEEDED <<** (Aging Services — which: Assisted Living / CCRC / other?) |
| CARF manual year / edition | **>> NEEDED <<** (2025 or 2026 Aging Services Standards Manual — so we cite the exact standard number) |
| Standard reference | Technology and System Plan (Section 1 "CARF Plans") — confirm number from your manual |
| Plan period / fiscal year covered | **>> NEEDED <<** |
| Plan owner (Cascades) | **>> NEEDED <<** (suggest: Administrator / Ashley Jensen) |
| Prepared with (IT partner) | Az Computer Guru (Mike Swanson, Howard Enos) — pre-filled |
| Approved/adopted by (leadership) | **>> NEEDED <<** (Executive Director name + title) |
| Date adopted | **>> NEEDED <<** |
| Last reviewed / Next annual review | **>> NEEDED <<** (CARF requires at least annual review with a dated record) |
## Part 2 — Needs basis (CARF: plan must be based on the needs of persons served, personnel, stakeholders)
Draft below — confirm or edit:
- **Persons served (residents & families):** reliable building Wi-Fi and phone service; resident-safety
monitoring (fall detection); strict confidentiality of personal health information; access to
assistive/adaptive technology where needed. **>> confirm / add <<**
- **Personnel (staff & caregivers):** secure on-site access to the clinical record (ALIS) and email;
dependable phones and workstations; protection against credential theft and lost/stolen devices. **>> confirm / add <<**
- **Other stakeholders (vendors, payers, regulators):** HIPAA confidentiality, business continuity,
auditable records. **>> confirm / add <<**
## Part 3 — Strategic-plan alignment (CARF: plan aligns to the strategic plan)
One paragraph tying technology priorities to Cascades' strategic goals.
**>> NEEDED <<** — please share your top 23 strategic goals (e.g. resident safety, census growth,
regulatory standing) and we will write the alignment paragraph.
---
## Part 4 — The eight areas (CARF action-document format)
For each area, fill the four input fields: **Responsible person**, **Estimated/actual cost**,
**Target date**, **Completion date**. Current state / needs / vendor are pre-filled.
### 1. Hardware
- **Current:** Dell PowerEdge R610 server (verified healthy 2026-06-24, all drives online); Synology
NAS; pfSense firewall; UniFi network (77 APs, 12 switches); ~29 staff PCs; resident/safety devices.
- **Unmet / projected needs:** restore server redundant power supply; install enterprise SSDs already
purchased; replace end-of-life PCs; longer-term server replacement off the 16-yr-old R610.
- **Possible vendor:** Az Computer Guru (Dell hardware).
- Responsible person: **>> NEEDED <<** (suggest ACG) · Cost: **[ACG TO PRICE]** · Target date: **>> NEEDED <<** · Completion: PSU/SSD pending
### 2. Software
- **Current:** Microsoft 365 (Business Premium); Windows Server 2019; clinical EHR (ALIS); line-of-business apps.
- **Unmet / projected needs:** move 31 users off the suspended M365 license onto Business Premium (time-sensitive); finish staff domain migration; upgrade Windows Home PCs to Pro.
- **Possible vendor:** Microsoft / Az Computer Guru.
- Responsible person: **>> NEEDED <<** (suggest ACG) · Cost: **[ACG TO PRICE]** (license true-up) · Target date: **>> NEEDED <<** · Completion: in progress
### 3. Security
- **Current:** identity-based access control (Entra), MFA, caregiver on-site/approved-device lockdown, isolated voice & resident-data network segments, email filtering.
- **Unmet / projected needs:** enable file-access audit logging on the resident-data share; build audit-retention storage (90-day + 6-year); create emergency break-glass admin accounts with security keys.
- **Possible vendor:** Microsoft / Az Computer Guru.
- Responsible person: **>> NEEDED <<** (suggest ACG) · Cost: **[ACG TO PRICE]** (audit-retention build) · Target date: **>> NEEDED <<** · Completion: pending
### 4. Confidentiality
- **Current:** PHI access limited by role and security group; encryption in transit; single sign-on to ALIS; caregiver PCs auto-lock and sign out; per-room and voice network isolation.
- **Unmet / projected needs:** confirm signed Business Associate Agreement (BAA) with ALIS/Medtelligent; enable SMB encryption on the resident-data share; rotate one historically-exposed credential.
- **Possible vendor:** Az Computer Guru / Medtelligent.
- Responsible person: **>> NEEDED <<** · Cost: minimal/internal · Target date: **>> NEEDED <<** · Completion: pending
### 5. Backup policy
- **Current:** cloud backup (MSP360) **verified running 2026-06-24** — last run succeeded, ~576 GB protected off-site, daily incrementals.
- **Unmet / projected needs:** confirm/extend to full system-image (bare-metal) backup for the server; **run and document a test restore** (CARF looks for this); set/confirm retention.
- **Possible vendor:** Az Computer Guru / MSP360.
- Responsible person: **>> NEEDED <<** (suggest ACG) · Cost: **[ACG TO PRICE]** · Target date: **>> NEEDED <<** · Completion: backup live; image + restore-test pending
### 6. Assistive technology (persons served) — **biggest input gap**
- **Current (known):** Helpany "Paul" resident-safety sensors — ceiling radar fall/motion detection, **no camera, no microphone**; rolling out floor by floor.
- **>> NEEDED — full resident-facing inventory:** nurse-call / emergency-call / pendant system? hearing loops or assistive listening? adaptive/accessible computers or devices? resident/guest Wi-Fi for telehealth or family contact? Anything else residents use to maintain function/independence.
- **Possible vendor:** Helpany / [nurse-call vendor?] — **>> NEEDED <<**
- Responsible person: **>> NEEDED <<** · Cost: **>> NEEDED <<** (vendor-billed) · Target date: **>> NEEDED <<** · Completion: Helpany in rollout
### 7. Disaster recovery preparedness
- **Current:** documented power-outage runbook with scripted clean shutdown and **verified recovery** (June 2026); UPS protection; backup running.
- **Unmet / projected needs:** written DR/business-continuity plan with target recovery times (RTO/RPO); add server redundancy; complete the system-image backup + restore test (links to area 5).
- **Possible vendor:** Az Computer Guru.
- Responsible person: **>> NEEDED <<** (suggest ACG) · Cost: **[ACG TO PRICE]** · Target date: **>> NEEDED <<** · Completion: procedure proven; written plan pending
### 8. Virus protection — **close before survey if possible**
- **Current:** managed antivirus (Bitdefender) on endpoints; Microsoft Defender + email filtering.
- **Unmet / projected needs:** enroll the **main server** and all remaining PCs into managed antivirus; remove the previous IT provider's leftover security agents; run a coverage audit so every device reports in.
- **Possible vendor:** Az Computer Guru / Bitdefender.
- Responsible person: **>> NEEDED <<** (suggest ACG) · Cost: **[ACG TO PRICE]** (per-endpoint) · Target date: **>> NEEDED <<** · Completion: pending
### (Extra, not CARF-required) Communication technology / Services & contracts / Use of AI
- Ashley's list also included these. We will carry them as supplementary sections (phones + Wi-Fi
device network; vendor/contract register; an AI acceptable-use policy). No CARF fields required, but
the AI-use policy strengthens the Security area. **>> confirm you want these kept <<**
---
## Part 5 — Supporting evidence the surveyor may also request (status)
| Evidence | Status |
|---|---|
| DR procedure tested + documented | **Have** (June outage runbook + verified recovery) |
| Backup running + successful **test restore** | Backup verified; **restore test owed** |
| Security risk assessment (dated) | Substance exists (HIPAA gap list); **package + date it** |
| Confidentiality controls in place | **Have** (access model, MFA, isolation); audit logging pending |
| Antivirus coverage all devices | **Gap** (server + cleanup) |
| Plan reviewed annually w/ sign-off | **To create** (Part 1 governance block) |
---
## What we do once you return this
1. Build the final **CARF Technology and System Plan** (Cascades-branded, ACG as preparer) in CARF
action-document format, complete with your owners/costs/dates.
2. Package the security risk assessment + DR plan as named attachments.
3. Deliver as a print-ready PDF for leadership adoption and the survey file.