beginners and experienced.


AUGUST 11-13, 2022 (SOLD OUT)
OCTOBER 13-15, 2022
DECEMBER 08-10, 2022
$689 (Includes PRINTED CMS' LTC Resident Assessment Instrument User's Manual)
MDS 3.0 Training Live Stream 2020 by

Get trained by a seasoned instructor with more than 18 years of MDS Coordinator experience! 


This MDS (Minimum Data Set) Course is for beginners or those with decades of MDS experience who need to show proof of formal MDS training of the current MDS updates in Non-Case Mix States such as California

Starting August 2022, the MDS 3.0 Training LIVE STREAM will no longer be two days from 8am - 5pm.  The MDS 3.0 Training will be switching to three consecutive days from 8am - 2:30pm.  


LTC & SNF Interdisciplinary Team (RN, LVN, DSD, SSD, AD, DSS, RD, Rehab Dept., DON, MRD, CNA, BOM), MDS-involved staff (MDS Coordinator, MDS Nurse Assistant), Evaluators, MDS Consultants, MDS Auditors- beginners and experienced, from the following Non-Case Mix States (as of 2021): 










New Mexico



South Carolina



 MDS/RAI Advisor.


1) PRINTED HARDCOPY of most recent version CMS RAI User's Manual*:  All MDS nurses & MDS-involved staff MUST have this RAI manual to learn the exact wording of instructions.  This is not a "training manual" of slides and rephrased instructions.  This is the Centers for Medicare and Medicaid Long Term Care Resident Assessment Instrument 3.0 User's Manual, the MDS manual considered to be the "Bible" of MDS Nurses.

2) MDS course training materials*:  Printed worksheets, sample forms and other guides used during the training.

3) Certificate of Completion with 13 CE contact hours for California LVNs, not just for RNs:  MDS/RAI Advisor is a State-Approved provider of continuing education contact hours; therefore, the CE contact hours are valid with States that accept State-approved providers.  And, yes, our MDS course is the ONLY one that provides contact hours to LVNs!

4) More than 25 digital files provided:  An MDS Coordinator, or any MDS-involved staff, should be familiar with these digital files (guides, manuals, forms)  to make their work lives easier.  The digital files may be sent via email or via flash drive, depending on varying situations.

5) State-specific items are explained:  Class size is kept small; therefore, MDS items specific to your non-case mix state can be covered.

No other MDS Training is providing these materials!  

*Due to the ever changing health guidelines & community restrictions, course materials may not be produced by our local vendors on time.  Manuals and other training materials will be mailed starting approximately 3 weeks before the live stream event (at the latest, 5 days before the live stream event, if materials are still available).  Therefore, registration closes 5 days before the event date, if materials are still available. Digital formats of all course materials will be also be provided during the live stream.



ATTN LVNs/RNs:  MDS/RAI Advisor is the only live MDS training available to the public in California that provides CE contact hours to LVNs, as well as to RNs. 


MDS/RAI Advisor is a provider approved by the California Board of Vocational Nursing and Psychiatric Technicians, Provider Number V10855 and California Board of Registered Nursing, Provider CEP Number 16627 for 13 contact hours. LVN/RN must attend the full scheduled days of MDS 3.0 Training to avail. (To verify the course approval with the appropriate Board of Nursing, click on links.)  



Day 1:  This Introduction to the Minimum Data Set (MDS) 3.0/Resident Assessment Instrument (RAI) was developed specifically for individuals with little to no experience with the MDS and will show how the MDS 3.0 stimulates high-quality care and positively impacts survey outcomes when used as a tool involving the Interdisciplinary Team to improve care.  Focus of training will be on defining MDS 3.0 assessments, item-by-item coding, timing and scheduling.

Day 2:  Item-by-item instructions will continue to be discussed with sample scenarios, including calculating Activities of Daily Living (ADLs) and other MDS items for accurate documentation and for optimal reimbursement under the Prospective Payment System currently being used- Patient Driven Payment Model (PDPM) and discussion of how the IMPACT (Improving Medicare Post-Acute Care Transformation) Act has affected the RAI process.


Day 3:  MDS 3.0 not only impacts high-quality of care but also drives reimbursement. Day 3 will finish item-by-item coding instructions. The rest of the day will cover Care Area Assessment (CAA), care planning decisions, Medicare A skilled covered conditions, calculating MDS items for PDPM, roles of the Interdisciplinary Team in PPS and  MDS coding affecting MDS-related reports such as Quality Measures and Five-Star Rating System. 




Upon completion of the course, the attendee will be able to:


DAY 1:
1. State the purpose of the RAI (Resident Assessment Instrument) User’s Manual.
2. Identify the three basic components of the RAI.
3. State at least 2 purposes of the MDS (Minimum Data Set) Assessment.
4. State the three criteria that determine a significant change in status.

DAY 2:
1. State the purpose of the Resident Interview process.
2. State the primary goal of the IMPACT (Improving Medicare Post-Acute Care Transformation) Act.
3. Identify where MDS-involved staff are required to sign certifying accuracy and/or completion.
4. Identify documentation requirements for appropriate MDS coding relative to the ARD (Assessment Reference Date) according to the latest RAI version.

DAY 3:
1. Identify the documentation needed in the Care Area Assessment (CAA) summary for effective Care Plan decision making.
2. Describe the role of the RAI relative to the Prospective Payment System (PPS) under the Patient- Driven Payment Model (PDPM).
3. Describe how signs and symptoms of depression can affect plan of care and PPS reimbursement.
4. Describe the relationship between MDS Assessment accuracy and regulatory compliance and Quality Measures.





- The printed RAI manual** and other printed training materials will be mailed via Priority Mail or similar alternate delivery service.  A tracking number will be emailed once available and can be tracked in (or an alternate mailing service).  The packages are mailed starting the 3rd week before the training. If materials are still available, the last day to mail the materials is 5 days before the training event.  MDS/RAI Advisor is not responsible for a package replacement if the mailing address provided is incorrect or not valid or if the recipient is not available to sign for the package upon delivery causing the package to be returned to MDS/RAI Advisor.  In this case, digital copies will be emailed to that attendee or be made available for download during the live stream event.

- Digital copies of the training material and extra files an MDS nurse should be aware of will be sent by mail in a flash drive or by email:


If by mail:  The flash drive is provided for the attendee's own use, at the attendee's own leisure.  Therefore, attendees are instructed to check the flash drive to make sure it works upon receipt.  Replacement of the files will be made available only until during the training event.  We do not send replacements of the flash drives as it can easily get corrupted, i.e., if ejected the wrong way.  

If by email:  This option is available only if there is no flash drive in stock or if the flash drive received by the attendee did not have files or the attendee was unable to open the files after arrival in the mail and after being checked using different devices.  The attendee's email provided during registration will be sent the digital copies that would have been in the flash drive.  This option is not available after the training event.

- Slides will be emailed as a pdf file during the week of the event and it is up to the attendee to print their own copy the way they want their slides printed.  

- Course Evaluations & Examination:   Information will be emailed during the week of the event.  

Training materials will also be available as digital format during the live stream training event.

**To lessen paper waste and keep the course fee as low as possible, the printed RAI manual includes all 6 chapters except the appendices.  The digital copy of the RAI manual includes the appendices.

A small token of our appreciation may or may not be included in the training package. Small prizes may be sent by mail for attendee participation.  Unfortunately, no replacements can be made if it inadvertently becomes damaged or lost during transit.


IN-PERSON SESSIONS (N/A at this time):

- Please read LIVE STREAM SESSIONS above. 

- Do not forget to bring the materials mailed to you.

- If using a device during the in-person sessions, it is your responsibility to download and test any file (such as the slides pdf file or the RAI manual digital file) on your device (ie, ipad, iphone, laptop) before coming to the training event.  We cannot assist you with opening your files during the training. 


- Bring your own charger.  Charging ports will be made available in the training room.

Training materials will not be available as digital format during the in-person event.

A small token of our appreciation may or may not be included in the training package. Small prizes may be presented for attendee participation.  Unfortunately, no replacements can be made if it inadvertently becomes damaged.



(7:30am - "Room" Opens for Morning Session SIGN-IN, for Audio/Video Check, Set-Up.  Tip:  The link to the event can work on multiple devices simultaneously so use this time to set up your tablet or a smartphone as a back up.)

8:00am - Class starts promptly.
8am-12pm - Morning session.

12pm -1pm - Lunch break.
 (12:45pm - "Room" Re-Opens for Afternoon Session to SETTLE BACK in class.) 

1pm-5pm - Afternoon session.

5pm - Class ends.

(Evals & Exam need to be completed by 11:59 pm of the 2nd day of the training.)

***Starting August 2022, the agenda will be different: The MDS 3.0 Training will be three consecutive days from 8am - 2:30pm.  (Evals & Exam will need to be completed by 11:59 pm of the 3rd day of the training.)






- We are not responsible for the attendee's inability to get in the class (or on time) for the following:

1) The attendee cannot find the link because they did not read their multiple emails that include the link repeatedly. 

2) The attendee did not check the link upon receiving the emails.  All links are working links auto-generated by Demio.  

3) The attendee's device is not working during the event date.

(Links that work on our end using different devices mean something is wrong with your device.  Thus, do not wait until the last minute to check. Calling us last minute to assist with the links will cause further delay.)

4) "Work" or "Company" email used during registration and the attendee does not have access at home:  We are not responsible for your ability or inability to access your emails.  It is your responsibility to get those MDS training information with you wherever you are doing the live stream.  

5) Internet is slow or device battery ran out:  Please do not message or call regarding this as we definitely cannot help. Other people using the same internet to play video games or watch youtube can slow down your connection.  Multiple windows open in your device may cause connection issues and may need to be closed.  Note down the last slide or MDS item covered. If a large section was missed, additional 30 minutes are provided each day to review missed areas.  

- Sessions are Pacific Time (PT).  Depending on the time of the year, PT can be PST or PDT.

- Do not drive to our office or former training location.  Live Stream is a live, online event.  

- The sessions are not recordings.  There is no rewind button. 



- CLICK on the unique link provided in your email to see if it works.  (You should see a countdown.)  Demio is the live stream platform we will be using.   No need to download an app.  Any updated device should work but in case the link does not work, here are some things you may need to do to check your device:

1. Clear your cache.  Go to your computer settings and clear your browser cache history.

2. Check your browser.  Desktop minimum version requirements for each browser:  Chrome 55+, Firefox 53+, Safari 12.1+, Edge 42.  Mobile browsers: iOS and Android OS.  Don't know your browser?  Click here. For instructions on how to update your browser, visit your browser's help pages. We recommend using one of these browsers:

- Find & set up your quiet area with minimal distraction and with internet connection.  

- Use a device with a screen, audio and internet connection.

- Check if your device includes speakers.  If not, plug-in headphones or portable speakers.

- If available, have a back-up device such as an extra tablet, smartphone or laptop and practice using the unique link on it.  



- Open your device and make sure it is fully charged or plugged-in.  (Smartphones can be used- you may need to swipe left or right to see the slides, instructor or chat room.)

- Use the unique event access link provided by Demio to get in the "room".

- Click on link or copy/paste to your browser to get in the "room".

- Count down should be showing if it is before the start time.

- Web live stream "room" will open 7:30am (Pacific Time) for the morning sessions and 12:45pm (Pacific Time) for the afternoon sessions.

- Audio issues?  Slides are not 'moving'?  Try these steps:

  1.  Refresh the page. 

  2.  Log out or close the window and log back in.

  3.  Check your device volume setting.

MDS/RAI Advisor is not responsible for internet connection issues the attendee may experience due to issues caused by the attendee's internet provider. Connectivity issues not due to MDS/RAI Advisor's platform are not eligible for a refund.  (Example, if during the Audio/Visual check at 7:30am went well for you and then an hour later, the event can actively be seen and heard by attendees with no problems but you can no longer see or hear the presentation, then your internet provider or device has issues.)  Do not panic!  Take note of the topic or slide number.  If more than 10% loss of information was due to the attendee's internet provider connection problem, the topic will be reviewed at the end of the training or the attendee may be invited to the next session, if available. MDS/RAI Advisor is not responsible for internet connection issues the attendee may experience due to the attendee's own internet provider. 


However, if it is found that MDS/RAI Advisor's internet provider has caused a disruption (because it is obvious that no one can hear or see the presentation) during the training causing more than 10% loss of information due to connectivity issue, MDS/RAI Advisor will reschedule or provide a full refund.




We will not be able to assist you with directions during the in-person training days if you become lost. In-person training address listed above are links which lead to maps. Additionally, the map in the Map For Next Course page has also been provided to further assist you.  



In-Person Events: (N/A at this time) Certificate of Completion will be awarded if 70% of the examination answers are correct.  Less than 70% after the third attempt, Certificate of Completion will not be awarded.  The official hard copy of the certificate will be distributed at the end of the 2nd day, after test and evaluation are turned in.  Digital copy will be emailed within a week.

Live Stream Events:  Certification of Completion will be awarded if 70% of the examination answers are correct and course attendance must show 70% (includes participation in the attendee's online engagement during Q&A or polls sections of the course). The official hard copy of the certificate will be mailed within a week after passing the examination. 


Continuing education contact hours will be awarded to attendees who pass the examination by 11:59 pm of the final day of the MDS training if record shows at least 13 hours of attendance.  Full or partial continuing education contact hours cannot be awarded for attendance of less than 13 hours.  If unable to pass the exam after the third attempt, Certificate of Completion cannot be awarded.  







POSTAL MAIL:  Call to reserve a seat first!  Why?  Delay in delivery may not guarantee a seat if we are not aware you are paying by mail due to risk of mail being lost.  Click here for instructions.  Requires manual registration form. (Click here to print out.  Form is best in Adobe format.) Registration by mail is a slower process so please do so ASAP if this is your preference.  CalVET & VAs:  Please call for pre-arrangements such as reserving seats.  We will gladly hold seats for you to accommodate the additional time you may need to process the paperwork.

EMAIL: Requires manual registration form.  (Click here to download.  Please use Adobe for best format).  Click here for instructions.


LATE REGISTRATION (Waived due to the Covid PHE):

Registration processed less than 10 calendar days before the event is considered late registration.  Please call for availability especially if late registration is by mail. Registrations received and processed less than 10 business days before the event are not eligible for refunds.  If seats are not available, a waiting list will be started.  If there is any cancellation, those on waiting list may take the available spot.  Waiting list is first come, first serve.





*Due to the current restrictions by the CDC, WHO & Local Health Agencies, MDS/RAI Advisor will honor cancellations up to midnight before the day of the event.  Because we are mailing the materials and will not be able to retrieve them if you cancel, the refund policy has been updated:  If you are going to cancel up to the midnight before the day of the event, we will still honor the processing of the refund minus the cost of the manual and other training materials ($190) sent to you with the applicable administrative processing cancellation fee ($30). (Updated 05/03/22)

Cancellations must be in writing- email or by postal mail.


ALL cancellations are subject to an administrative processing cancellation fee.  For the 2-day or 3-day MDS 3.0 Training, each attendee subject to a $30 administrative processing cancellation fee.

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) by midnight prior to the event.


2)  Cancellations after midnight 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 6 months.  


Refunds not applicable for the following conditions:*

1)  All cancellations after midnight 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.  


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.  

Seats are transferable for the following conditions:

1)  Seats are transferable only if request is made by midnight before the training event- only for same equivalent course, depending on seat availability, if the course is available and one time only within 6 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 6 months.

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

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.

Other types of cancellations such as bounced checks, please read Cancellation and Refund Policies page.



Lost your Certificate of Completion or need a replacement?

Request for replacement certificate can be emailed to with attendee's name, training date and phone number.  Once verified via the "Sign-In Sheet" that you have attended the training, an invoice will be emailed back to you for $20 service fee.  The invoice has a "Pay Now" button for instant credit card payment.  A digital copy of the Certificate of Completion will be emailed to you within 72 hours of receipt of payment.  Only digital copies can be provided.  No refunds will be provided due to digital format is being sent via email.  Correction request of information that was provided during registration after the Certificate of Completion has been mailed or printed is a request for replacement. See Terms and Conditions for full details.

MDS classes, MDS courses and/or MDS seminars vary in location and are held in either special events conference rooms or at our office work space conference rooms; thus, start time may be different depending on location.   Live Stream is an added format starting April 2020.

We are closely monitoring  the CDC, WHO & other local governmental health agencies for latest developments, following their guidance and reinforcing their recommendations on appropriate health and safety measures regarding covid-19.  


Updated 08/17/2022



  • Recommended:  At least 1 to 2 months SNF or LTC work experience within the last 3-5 years in California or any non-case mix states. This is not a requirement but it is a recommendation You know yourself best!

  • Decent sleep the night before the event.


  • Online connection

  • Device with speaker:  Desktop, laptop, tablet or Smartphone.  

  • A link to enter the online event.   



  • Bring picture ID & a smile to sign-in before class begins.​