Fwd: Cohort Group One - Meeting Notes and Announcements

From
Michele Boehmer <mboehmer@homecareassistance.com>
To
Michele Boehmer <mboehmer@homecareassistance.com>
Date
Thu, 9 Jun 2016 11:02:44 -0700
Folder
INBOX
--047d7b5dae04aecef40534dc3a14 Content-Type: multipart/alternative; boundary=047d7b5dae04aeceef0534dc3a12 --047d7b5dae04aeceef0534dc3a12 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable I forgot to attach Ted's contribution ---------- Forwarded message ---------- From: Michele Boehmer Date: Thu, Jun 9, 2016 at 10:57 AM Subject: Cohort Group One - Meeting Notes and Announcements To: Michele Boehmer Thanks for the strong attendance and great participation on today=E2=80=99s= Cohort call. Today we discussed: *Going Paperless:* Scanning documents and saving to ClearCare backed up to a server Using DocuSign or Cudisign for electronic forms Egnite.com as a backup server which automatically files DocuSign documents AT&T Platform for electronic documents with tablets *New OT regulations regarding Exempt vs non-exempt office staff* Managing Overtime Cost analysis of hourly vs OT cost compared to average hours worked Inclusion of nondiscretionary bonuses up to 10% *Referral Marketing/CRM Options* Nutshell Intuit=E2=80=99s CRM (LinkHere ) *CEU Webianrs- Hoisting in house* *Work Opportunity Tax Credits* Ease of the program Strong results to date in Cincinnati *June Cohort Announcements* *Employee Care:* Don=E2=80=99t forget to sign up for the outstanding introductory deal that = Russell put together with our new HCA U partner, IPCed. If you did not make one of the webinars introducing the new platform, he sent a demo last week via HCA News and Updates. Open enrollment is available from *now until June 30th* Our June Strategy of the Month and Webinar is bound to increase the quality and the retention of caregivers you hire. Learn the interviewing techniques necessary to get to the story behind the story. You=E2=80=99ll = learn probing techniques used by the most effective interviewers to truly understand the person beyond what you have covered with the surface questions. Join James Patchett and our special guest, Toronto Franchisee, Steve Darley who Prior to HCA, was a high level direct hire recruiter; his income depended on making the right candidate/client match and his interviewing techniques were the basis to making this happen. *Please join us on Friday, June 10th at 10AM Pacific, 1PM Eastern. * *Marketing:* Michele just completed an update to our *Referral Marketing Field Guide Module*. The highlight is 7 Referral Marketing Mini Modules. These ultra-thin modules were designed around the webinars of HCA=E2=80=99s top r= eferral sources presented last year. Each module is about 10 pages long and packed with the most important information specific to the referral source. They=E2=80=99re ideal for a quick grab and go reference before an important appointment so make sure to print each one out. You=E2=80=99ll find they h= ave also been uploaded to the Referral Marketing page of the Intranet. Michele also updated the BDM training curriculum to reflect all the new resources added. Suggested resources and where to find them on

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