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Josephine Levy and Jessica L. Meyer, Med, OTR/L

2019 CSA Conference


Josephine Levy, MA Gerontology 

Beatitudes Campus



Jessica L. Meyer, MEd, MS, OTR/L

Beatitudes Campus


Behind the Mask: How Service Providers Can Identify and Overcome Hidden Factors Inhibiting the Well-being of Older Adults

Beginning in 2015, the Success Matters Program, winner of the 2017 Innovative Health and Wellness Program Award from LeadingAge Arizona, has conducted hundreds of comprehensive health and quality of life screenings and assessments with independent living residents at Beatitudes Campus Life Plan Community.  For almost four years, Success Matters has used its research to provide individual interventions, group programming, and staff trainings, in order to improve services, health, and quality of life for older adults at Beatitudes.  Drawing on this extensive collection of data, the Success Matters team will share its findings regarding the most common factors related to the well-being of older adults and provide specific strategies and resources service providers and caregivers can employ to optimize holistic wellness and care.       

This program will actively solicit audience experience and participation while collectively working through care-related case studies designed to illustrate the myriad of intersecting challenges older adults experience including: social, cultural, physical, cognitive, occupational, environmental, intellectual, financial, emotional and spiritual.  Not only will participants be encouraged to think critically about hidden factors that may be inhibiting individual older adults they work with through case studies, examples, and shared experiences, but evidence and Success Matters data will be provided to guide thinking based on best-practices in the field of aging.  Lastly, sample resources will be provided to address each area of wellness as it related to serving older adults and participants will learn how to seek out the most appropriate local resources, in order to best serve the individuals and populations they work with.      

Learning Objectives

  • Recognize societal and personal obstacles inhibiting optimal wellness and engagement of older adults
  • Understand how the eight dimensions of wellness intersect to affect older adults' abilities to thrive
  • Identify practical strategies and resources to re-shape services provided to older adults, in order to better support holistic wellness, client care, and patient follow-through

About Josephine

Josephine Levy works at Beatitudes Campus, a non-profit Life Plan Community in Phoenix, AZ that serves approximately 700 older adults. Her role includes assisting residents with life planning documents and financial supports, making connections to trusted community resources, and educational programming. She holds Master’s Degrees in both Gerontology and English, and her interests include development of social supports and physical environments that promote meaningful growth and engagement throughout our lives. She is a CSA, a Medicare SHIP Counselor, and holds both the USC Executive Certificate in Home Modification and the Certified Aging in Place Specialist (CAPS) designation.

Josephine Levy is a recovering high school English teacher and guidance counselor.

As a volunteer in a hospice palliative care unit, she became interested in what it means to grow older, and in how we communicate with one another in times of need. This led to a more formal study of aging.

Her experience includes working as Managing Director of Tempe Neighbors Helping Neighbors, a Village project serving older adults in the city of Tempe, AZ, which brought home the importance of addressing isolation and safety for those aging in place.

Her current role as Resource Navigator at Beatitudes Campus includes the offering of practical supports in such areas as life planning documents, Medicare questions, alternative transportation, and educational programs that focus on issues relevant to residents who live at Beatitudes Campus.

Professional interests include how the use of language shapes our way of thinking, particularly in the field of aging services. One of her (many) pet peeves is the use of the word “facility” instead of “community” when referring to older adult communities in general. Other interests include shaping living environments to reflect models of person-centered care, which focuses on the aesthetic, social, and psychological needs that are often overlooked in higher levels of care, as well as the human-animal bond that sustains so many of us throughout our lives. 

About Jessica

While she thoroughly enjoyed her past life as a teacher, Jessica was drawn to the occupational therapy (OT) profession because it affords practitioners an opportunity to help individuals and populations live their lives to the fullest through a broader, mind-body-spirit capacity approach.  After embarking upon her career in occupational therapy with the expectation of working with young adults, Jessica was increasingly attracted to the idea of engaging older adults in areas of advocacy, accessibility, and overall wellbeing. 

At Beatitudes Campus, Jessica was afforded the opportunity to blend her personal values, with those of the organization, and her profession.  Under Jessica’s leadership, the Success Matters department was created in 2015 to provide preventative wellness interventions and programming to residents at Beatitudes Campus.  Jessica developed the Empowerment Platform, a collection of evidence-based tools and screening measures, in order to allow residents to actively participate in identifying and shaping their own goals for successful aging in Independent Living at Beatitudes.  Four years later, Jessica has worked with hundreds of residents to identify individual supports, directed program research projects, and developed numerous wellness workshops, presentations, and groups on Campus, such as a low vision and caregiver support groups.  It is Jessica’s hope that the Success Matters department and the data we’ve collected can serve to support not only the residents at Beatitudes Campus, but a range of aging service providers.

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