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Indiana Qualified Medication Aide Record of Annual In-Service Training

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QUALIFIED MEDICATION AIDE RECORD OF ANNUAL IN-SERVICE TRAINING

State Form 51654 (R / 11-09)

Approved by State Board of Accounts, 2009

INDIANA STATE DEPARTMENT OF HEALTH - DIVISION OF LONG TERM CARE

INSTRUCTIONS: 1. Please print or type clearly.

2. No abbreviations.

3. This form and fee must be submitted to ISDH by March 31.

4. The QMA is responsible for completing the in-service education requirements, maintaining documentation of in-service education, and submitting, or ensuring the submission of, the qualified medication aide record of annual in-service education form and appropriate fee. Annual in-service education MUST relate to medication and/or medication administration. If a QMA performs medication administration via a G-tube/J-tube, hemoccult testing, finger stick blood glucose testing, annual in-service must be done yearly.

Last First M.I.
(street address (include Post Office box number, if applicable) City State ZIP code
(CNA status MUST be current)
Payment (check one)*: OR
Date Topic Location
(facility name)
Length
(in ¼ hour segments, i.e., 0.25, 0.50, 0.75, 1.0 hour)
Signature of Instructor* Approved Not Approved
Office Use Only TOTAL APPROVED HOURS: REVIEWED BY: Date:

I submit the above information as proof of having met the six (6) hour per year in-service requirement and hereby apply for re-certification.

*Mandatory information, form will be returned if * items are not completed.

For office use only:

Entered by:

Date:

Receipt #

IMPORTANT NOTICE

CERTIFICATION/RECERTIFICATION/REINSTATEMENT and IN-SERVICE EDUCATION REQUIREMENTS FOR QUALIFIED MEDICATION AIDE (QMA)

Effective January 1, 2005, the QMA certification process and in-service education requirement is mandatory every year. This is in accordance with Indiana Administrative Code 412 IAC 2-1-10. Under this rule all QMAs must meet the following three (3) requirements:

1. Be certified by the Indiana State Department of Health every year;

2. Obtain a minimum of six (6) hours per year of in-service education in the area of medication administration; and

3. Submit appropriate fee to Indiana State Department of Health with recertification request.

RECERTIFICATION:

At least 30 days prior to the expiration of the certificate, the individual must:

1. obtain a minimum of six (6) hours per year of annual in-service education;

2. submit to the Indiana State Department of Health a qualified medication aide record of annual in-service education on the form approved by the ISDH; and

3. submit to the ISDH the appropriate fee.

The QMA is responsible for completing the in-service education requirements, maintaining documentation of in-service education, and submitting, or ensuring the submission of, the qualified medication aide record of annual in-service education form and appropriate fee.

REINSTATEMENT:

If the recertification fees and/or in-service education form is received by the ISDH ninety-one (91) or more days after expiration of the QMA certification, the individual is removed from the QMA registry and must be reinstated. For reinstatement as a QMA following removal from the QMA registry, the individual must:

1. complete an ISDH approved QMA course;

2. submit to the testing entity an application approved by the ISDH;

3. pass the written competency test in three (3) or fewer attempts with a passing score of 80%.

IN-SERVICE EDUCATION REQUIREMENTS:

Annual in-service education shall include medication administration. If facility policy allows the QMA to perform such functions in the facility, annual in-service education shall also include:

1. medication administration via G-tube/J-tube;

2. hemoccult testing;

3. finger stick blood glucose testing (specific to the glucose meter used).

QMA certificates are effective upon issue and expire on March 31 of the next year. The annual in-service education requirement period begins each year on March 1 and concludes on the last day of February of the next year. In the case of an initial certificate, the annual in-service education requirement period begins on the QMA certification effective date and concludes on the last day of February of the next year. The in-service education requirement period therefore ends one (1) month prior to the expiration of the certification.

Qualified Medication Aide Record of Annual In-service Training form and fee ($10.00 check or money order payable to Indiana State Dept. of Health) should be submitted to ISDH. The form and fee must be sent to:

Indiana State Department of Health
Cashier’s Office
PO Box 7236
Indianapolis, IN 46207-7236

Failure to submit certification in a timely manner may result in additional fees or removal from the QMA registry. (Removal from the registry will require completion of a QMA course and passing of the QMA competency test for re-instatement).

If you have additional questions, please contact Gina Berkshire at gberkshire@isdh.in.gov or 317/233-7497
or Nancy Gilbert at ngilbert@isdh.in.gov or 317/233-7616.

Enter text✕

What this Indiana annual in-service training record is

The Indiana Qualified Medication Aide Record of Annual In-Service Training documents a QMA's continuing education and competency checks for the year. It records attendee identity, facility name and license, training dates, specific topics covered (medication administration, side effects, emergency protocols), instructor name and credentials, and signatures verifying completion. Facilities use this record to meet state training oversight, internal quality processes, and employer audits. When retained and managed correctly it supports workforce certification, regulatory inspections, and continuity of care while protecting any contained protected health information.

Why a completed annual training record matters

A complete annual in-service record proves that medication aides received required instruction, supports licensing and inspection compliance, and documents competency for resident safety. For healthcare records that include protected information, follow privacy rules such as HIPAA and applicable state guidance when storing or sharing the file.

Why a completed annual training record matters

Who fills out and maintains these training records

Facilities and personnel responsible for QMA training, tracking, and compliance complete and retain this document.

  • Nursing supervisors and educators who schedule, deliver, and verify in-service topics and sign off on attendance and competency.
  • Human resources or compliance staff who file records in employee training files and include entries in personnel audits and licensure reviews.
  • Qualified Medication Aides who confirm attendance, acknowledge completed topics, and provide their signature and date for the training session.

Keeping clear, signed records reduces regulatory risk, simplifies audits, and demonstrates facility commitment to safe medication practices.

Step-by-step: filling the annual in-service record

Complete the form in the order below to avoid omissions and ensure consistent records.

  • 01
    Record identity: Enter QMA name, employee ID, and facility details first.
  • 02
    Document topic: List each training topic and learning objective clearly.
  • 03
    Sign-off: Instructor and QMA sign and date to verify attendance and understanding.
  • 04
    File retention: Save completed records to the employee file and facility training repository.

Core parts of a professional training record

A well-structured record is clear, auditable, and preserves proof of annual competence. Include the six elements below to make the document inspection-ready.

Identification

Employee name, ID, job title, and facility license or unit so reviewers can confirm which staff member completed the training.

Training details

Specific dates, duration, and concise topic descriptions (e.g., dose calculation, routes of administration, documentation procedures).

Learning objectives

Short statements of competency goals that align with facility policies and state QMA scope of practice requirements.

Assessment

A pass/fail checkbox or brief evaluator notes describing observed competency, written test scores, or demonstration outcomes.

Signatures

Instructor sign-off and QMA signature with dates to record mutual acknowledgment of content and completion.

Storage note

Record retention instructions, file location, and access limitations to support HIPAA and internal audit needs.

Required data fields at a glance

Employee name: Full legal name
Employee ID: Facility personnel number
Training date: MM/DD/YYYY
Topic title: Specific topic
Instructor: Name and credential
Signatures: Signed and dated

Configuring an online training record workflow

Set up digital templates and routing to capture signatures, protect PHI, and keep records centralized.

Field Configuration
Employee fields Required, read-only after signing
Signature fields Required, timestamped
Authentication Email or SMS code verification
Storage Encrypted archive with role-based access

Where completed records should be submitted

After signatures, route copies to the institutional locations required for compliance and personnel records.

  • Employee file: Primary personnel file maintained by HR or nursing administration.
  • Training repository: Centralized training database or LMS for audit reporting.
  • Compliance folder: Restricted access folder for inspections and regulatory reviews.
  • Signed copy to QMA: Provide employee access or copy for their records.

Digital signing and e-submission considerations

Use an eSignature platform that supports secure signing, audit trails, and HIPAA protections when records include PHI.

  • Authentication: Email link or SMS code
  • Audit trail: IP, timestamp, action log
  • Encryption: TLS in transit; AES-256 at rest

Maintain role-based access and documented retention policies to meet HIPAA and facility recordkeeping standards.

Timing and annual deadlines to track

Plan a yearly schedule to ensure all QMAs complete required in-service training within the facility's compliance cycle.

Annual cycle start:

Set a fixed annual start date for tracking (e.g., Jan 1)

Completion window:

Allow a reasonable window (30–90 days) for make-up training

Documentation deadline:

Enter signed records within 7 business days of session

Audit readiness:

Prepare records for periodic internal audits annually

Regulatory response:

Provide requested records within agency timelines

Key milestones from delivery to retention

Track milestones in sequence so training delivery and recordkeeping stay aligned with compliance obligations.

01

Schedule session

Plan session date and notify attendees in advance.

02

Deliver training

Conduct instruction and document attendance and materials.

03

Sign and file

Collect signatures and upload completed record to storage.

04

Retention review

Confirm retention period and archive or dispose when allowable.

Common mistakes to avoid

  • Omitting instructor credentials or failing to record the training duration, which weakens the evidence of proper instruction and scope.
  • Using vague topic descriptions like 'medication class' instead of listing exact procedures and competencies taught.
  • Failing to capture a dated signature at the time of training; backdated or unsigned forms are often rejected in audits.
  • Storing records in unsecured locations or sharing copies without following HIPAA access controls and minimum necessary principles.

Potential consequences of incorrect or missing records

Regulatory citations: Fines or corrective actions by state agencies
Licensing risk: Impact on facility licensure or certifications
Employment disputes: Problems in staff credential or disciplinary reviews
Patient safety: Increased risk of medication errors
HIPAA exposure: Breach risk from mishandled PHI
Audit failure: Inability to demonstrate compliance

How this training record differs from similar forms

Compare the annual QMA in-service record with other common personnel or competency documents to avoid duplication and ensure proper use.

Document Type Purpose Typical Signers
Annual QMA Record training proof qma + instructor
Competency Checklist task-level validation evaluator + staff
Onboarding Training Form initial orientation hr + new hire
Policy Acknowledgment policy receipt employee only

Representative eSignature vendor comparison for electronic records

Pricing and feature availability vary by vendor and plan. The table below summarizes common criteria to consider for signing and storing training records electronically.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Who has authority to sign the form

Instructor / Supervisor

The instructor or assigned nurse supervisor signs to verify content delivery and observed competency; their credential (RN/LPN) and date must be included to validate the sign-off.

Qualified Medication Aide

The QMA signs to acknowledge attendance and understanding; signature attribution and date link the employee to the recorded training for audit and disciplinary contexts.

Practical examples of use

Real-world scenarios show how facilities use the annual record to meet policies and inspections.

Nursing Home Example

A facility schedules an annual medication module for 40 QMAs

  • Instructor documents hands-on insulin administration demonstrations
  • Completed, signed records are uploaded to the training repository and used in a state inspection to verify annual compliance and competency.

Home Health Team Example

A home health agency runs quarterly refreshers and logs one annual in-service per QMA

  • Supervisors record practical checks and digital signatures via mobile app
  • Signed records remain available to clinical managers for competency reviews and accreditation audits.

Frequently asked questions about the training record

Answers to common questions about completing, retaining, and signing the Indiana QMA annual training record.


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