Cancellation Policy and Refund Policy

3-Day MDS 3.0 Training

Cancellations must be in writing- email or by postal mail received by MDS/RAI ADVISOR.

ALL cancellations are subject to an administrative processing cancellation fee:

For the 3-day MDS 3.0 Training, each attendee subject to a $60 administrative processing cancellation fee.

Once your written notification of cancellation is received, we will send you an email to notify you that we have received your notification of cancellation. We will also notify you of the approval or rejection of your request for a refund.

If you are approved, then your refund will be processed and a credit will automatically be applied to your credit card or original method of payment, within 14 days.

Refunds will be processed with the applicable administrative processing cancellation fee and minus the training materials cost ($250; Effective 02/14/24: $290) if the following conditions apply:

1) Cancellations (in writing) for live-stream events: 3 days prior to the event, at the latest. For example: Email to cancel by April 09, 2023 11:59pm (Pacific Time) for the April 13-15, 2023 session.

2) Cancellations made after the cancellation deadline (see number 1) with proof of survey or proof of emergency/hospitalization of attendee provided to MDS/RAI ADVISOR. Proof provided after the training event is not eligible for a refund. Important note: If notification of proof of survey or proof of emergency/hospitalization of attendee is provided before the actual training event, attendee has the option of transferring to next training date equivalent to the same type of course, depending on seat availability, if the course is available and is transferable only one time within 3 months.

Refunds not applicable for the following conditions:*

1) All cancellations after 11:59pm (Pacific) of the 3 days prior the live stream event are not eligible for a refund. Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

2) "No Shows". Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

3) Proof of survey or proof of emergency/hospitalization of attendee provided to MDS/RAI ADVISOR after training event is not eligible for a refund. Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

4) Transferring seats after the allowable cancellation deadline due to proof of survey or proof of emergency/hospitalization means the attendee has notified MDS/RAI Advisor of not being able to attend the originally scheduled course after the cancellation deadline and therefore, not eligible for a refund. In such a case, the attendee cannot be refunded if they cancel the next session they have chosen to transfer their seat.

Seats are transferable for the following conditions:

1) Seats are transferable only if request is made (in writing via mail or email) by the cancellation deadline of the training event- only for same equivalent course, depending on seat availability, if the course is available and one time only within 3 months.

2) If notification of proof of survey or proof of emergency/hospitalization of attendee is provided before the actual training event, attendee has the option of transferring to next training date equivalent to the same type of course, depending on seat availability, if the course is available and is transferable only one time within 3 months.

3) Another person can substitute your spot in the class if we are notified by email by the cancellation deadline of the event, one time only.

For those transferring seats after the allowable cancellation deadline (with proof of survey or emergency/hospitalization) means the attendee has notified MDS/RAI Advisor of not being able to attend the originally scheduled course after the cancellation deadline. In such a case, the attendee cannot be refunded if they cancel the next session they have chosen to transfer their seat.

If the materials change such as a new manual version gets updated by CMS for the session they transferred to, the attendee will be provided a digital copy of the the new version and it is up to the attendee to have it printed on their own. If available as an option, the attendee can provide additional payment via an invoice to cover the new, updated RAI manual.

Updated 12/10/2023

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1-Day MDS Refresher or PDPM Training

Cancellations must be in writing- email or by postal mail received by MDS/RAI ADVISOR.

ALL cancellations are subject to an administrative processing cancellation fee of $50.

MDS/RAI Advisor will honor cancellations 3 days prior the live stream events.

Because we are mailing the materials to online live stream events and will not be able to retrieve them, we will process the refund minus the cost of the manual and other training materials ($250) sent to you with the applicable administrative processing cancellation fee ($50).

Once your notification of cancellation is received, we will send you an email to notify you that we have received your notification of cancellation. We will also notify you of the approval or rejection of your request for a refund.

If you are approved, then your refund will be processed and a credit will automatically be applied to your credit card or original method of payment, within 14 days.

Refunds will be processed with the applicable administrative processing cancellation fee and minus the training materials cost if the following conditions apply:

1) Cancellations (in writing) 3 days prior the online event. For example: If the online event is on August 25, 2023, then the attendee would need to cancel by 11:59pm of August 21, 2023.

2) Cancellations after the cancellation deadline (see number 1) with proof of survey or proof of emergency/hospitalization of attendee provided to MDS/RAI ADVISOR. Proof provided after the training event is not eligible for a refund. Important note: If notification of proof of survey or proof of emergency/hospitalization of attendee is provided before the actual training event, attendee has the option of transferring to next training date equivalent to the same type of course, depending on seat availability, if the course is available and is transferable only one time within 3 months.

Refunds not applicable for the following conditions:

1) All cancellations on and after 12 am (Pacific) of the 3rd day prior the online event. Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

2) "No Shows". Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

Seats are transferable for the following conditions:

1) Seats are transferable only if request is made (in writing via mail or email) by 5pm of the day before the training event- only for same equivalent course, depending on seat availability, if the course is available and one time only within 3 months.

3) Another person can substitute your spot in the class if we are notified by email by 5pm of the day before the event, one time only.

Updated 12/10/2023

In an event that MDS/RAI ADVISOR cancels:

In an event that MDS/RAI ADVISOR cancels due to an extreme emergency, full refund of the course will be provided and attendee will be notified by phone and/or email as early as possible. MDS/RAI ADVISOR has the right to refuse service if attendee is disruptive and/or at anytime, if safety issues are of concern. MDS/RAI ADVISOR is not responsible for any charges incurred by attendee.

Rev.12/10/2023

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Competency Course:

Cancellations must be in writing- email or by postal mail received by MDS/RAI Advisor.

ALL cancellations are subject to an administrative processing cancellation fee:

For the Competency Course, each attendee subject to a $5 administrative processing cancellation fee.

If you are approved, then your refund will be processed and a credit will automatically be applied to your credit card or original method of payment, within 14 days.

Refunds will be processed with the applicable administrative processing cancellation fee if the following conditions apply:

1) Cancellations (in writing) by 5pm (Pacific) of the day prior to the event.

2) Cancellations after 5pm (Pacific) prior to the training event and during the training event with proof of survey or proof of emergency/hospitalization of attendee provided to MDS/RAI ADVISOR. Proof provided after the training event is not eligible for a refund. Important note: If notification of proof of survey or proof of emergency/hospitalization of attendee is provided before the actual training event, attendee has the option of transferring to next training date equivalent to the same type of course, depending on seat availability, if the course is available and is transferable only one time within 3 months.

Refunds not applicable for the following conditions:*

1) All cancellations after 5pm (Pacific) of the day prior to the event. Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

2) "No Shows". Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

Seats are transferable for the following conditions:

3) Another person can substitute your spot in the class if we are notified by email by 5pm of the day before the event, one time only.

Updated 12/10/2023

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EXCLUSIVE 40-MINUTE TO 90-MINUTE LIVE STREAM SPECIAL EVENTS:

Cancellations must be in writing- email or by postal mail received by MDS/RAI ADVISOR.

ALL cancellations are subject to an administrative processing cancellation fee of $10 plus cost of materials received by the attendee ($30-50 depending on the course: See specific course webpage for exact amount.)

MDS/RAI Advisor will honor cancellations 3 days prior the live stream event.

If you are approved, then your refund will be processed and a credit will automatically be applied to your credit card or original method of payment, within 14 days.

Refunds will be processed with the applicable administrative processing cancellation fee and minus the training materials cost if the following conditions apply:

1) Cancellations (in writing) 3 days prior the online event. For example: If the online event is on August 25, 2023, then the attendee would need to cancel by 11:59pm of August 21, 2023.

Refunds not applicable for the following conditions:

2) "No Shows". Attendee will be responsible for full registration fee and forfeits all class materials and seats are no longer transferable.

4) Transferring seats after the allowable cancellation deadline means the attendee has notified MDS/RAI Advisor of not being able to attend the originally scheduled course after the cancellation deadline. In such a case, the attendee cannot be refunded if they cancel the next session they have chosen to transfer their seat.

Seats are transferable for the following conditions:

3) Another person can substitute your spot in the class if we are notified by email by 5pm of the day before the event, one time only.

Transferring seats after the allowable cancellation deadline means the attendee has notified MDS/RAI Advisor of not being able to attend the originally scheduled course after the cancellation deadline. In such a case, the attendee cannot be refunded if they cancel the next session they have chosen to transfer their seat.

Updated 02/07/2023

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LIVE STREAM FORMAT:

MDS/RAI Advisor is not responsible for internet connection issues the attendee may experience due to the attendee's internet provider. If more than 10% loss of information was due to the attendee's internet provider connection problem, a recording of the session may be made viewable for a limited time, if available. Connectivity issues not due to MDS/RAI Advisor's platform are not eligible for a refund.

However, if it is found that MDS/RAI Advisor's internet provider has caused a disruption during the training causing more than 10% loss of information due to connectivity issue, MDS/RAI Advisor will reschedule or provide a full refund.

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MDS HELP HOTLINE PHONE-CONSULT APPOINTMENT:

Full refund is provided for the following:

1). Any cancelled phone-consultation appointment 10 minutes before the appointment. Example: Your appointment is 1:00pm of September 01. You must cancel by 12:49pm of September 01 in order to get a full refund.

2). Dissatisfied with phone consult service provided. If the client is not satisfied with the service, the refund request must be within 24 hours of the appointment. Refund requests after 24 hours of the appointment will not be processed.

Timely request for refund is processed within 1 to 3 business days and a credit will automatically be applied to your credit card or original method of payment within 1 to 14 days.

Updated 09/01/2024

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In an event that MDS/RAI ADVISOR cancels:

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OTHER TYPES OF CANCELLATION:

MDS/RAI ADVISOR MAY CANCEL ATTENDANCE OF ATTENDEE WHEN THE FOLLOWING OCCURS:

1) Attendee calls to have a seat saved but PAYMENT BY CHECK IN THE MAIL NOT RECEIVED 7 BUSINESS DAYS BEFORE EVENT: Attendee name will be removed from attendance roster until payment is received. MDS/RAI Advisor is not responsible for late or lost mail. Reason: Training venues charges for final head count a week before the event.

2) Problem arises with business check payment.

3) Disputes for refunds where the dispute is won by MDS/RAI Advisor against the customer's credit card company or bank: To prevent future disputes, the customer who does not understand or read the cancellation and refund policies will not be allowed to attend any future courses.

RETURNED CHECKS/BOUNCED CHECKS POLICY:

Due to the issues regarding payment by personal check, it is MDS/RAI ADVISOR’s policy not to accept personal checks as a form of payment for the courses. Business checks, cashier's check and/or money orders are accepted.

POLICY: To establish an effective method of dealing with returned/bounced checks. (The term "checks" refers to business checks from hereon. If special agreement between attendee and MDS/RAI Advisor regarding a personal check as payment, the term "checks" will also apply to personal checks.)

PURPOSE: To ensure all returned and bounced checks are handled with uniformity.

PROCEDURE:

1. Payment to MDS/RAI ADVISOR is expected to be paid in a responsible and timely manner. However, there may be occasion, when and if received checks (from facility administrator or representative sponsoring attendee(s) for the MDS training/courses) may have returned by the bank for insufficient funds or bounced due to the account being closed.

2. Returned Check Policy: a) All returned checks will incur a minimum of $30.00 in Returned Check Charges. b) Any checks returned for insufficient funds will not be re-deposited. c) A letter will be sent out with a copy of the returned check notice to the sponsoring facility administrator or representative. d) The letter will clearly state the additional $30.00 fee will be added to the original amount owed. The letter will advise the sponsoring facility representative that their name will now be placed on a Bounced Check Checklist and that they will have to now pay for seat by credit card. e) No post-dated checks will be accepted.

3. Disputing a Returned Check: If the bank is at fault, a letter must be submitted as follows: a) The letter must be on original bank letterhead paper. b) The letter must state that the BANK made an error that caused the check to be returned. Upon receipt of a bank letter, we will re-deposit the original check, if the customer so desires, and any related charges will be waived.

4. Due to the above concerns, it is MDS/RAI ADVISOR’s policy not to accept personal checks as a form of payment for the courses offered. Business checks, cashier's checks and/or money orders are accepted.

CANCELLATION OF FACILITY VISITS AND IN-HOUSE FACILITY TRAINING:

Cancellation of facility visits and/or in-house facility training are specified in the contract between MDS/RAI Advisor and Facility and/or Facility Representative.

(Updated 09/01/2024)