------=_Part_3334_2128521927.1725390199965 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_3334_2128521927.1725390199965 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Charles Holley, N= ew Coaching Call Charles Holley - 9/3/24 was created on 9/3/2024, 3:03 PM .= Please see the below fields: Coaching Form = Name: Charles Holley - 9/3/24 Owner: Denny = Roebel Coaching Activity for: Charles Holley Office: Grand Rapids HCL P= rior Call Commitments Completed: Yes Prior Next = Steps Incomplete: - Beacon Hill - Advancing past Ruth, who sits at= the front desk. In pulling up Beacon Hill's website the following people s= hould be a target for a FU meeting. Amanda Daggett, Nursing Director, Ashle= y Edwards, Marketing Director, Sarah Johnson, Service and Events Manager, S= helby Peterson, Wellness Manager, April Schaab, Operations Director/ Admini= strator, Libby Wahlstrom, ED of the Beacon Hill Foundation. Who is the Home= Health company that is providing Part B services Has reached out to April, Amanda & Libby for a meeting. Waiting for confirm= ation of the meetings. Reach out specifically to Shelby (Wellness Manager). - Blodgett - Connect back with the Nurse Educator (Jenna) at the hospital t= o see what other pts are needing assistance with DC specifically Dementia. = Also look for parts of the hospital that deal with Neuro and what is the DC= plans for those pts? (Charles reached out to learn more about these type o= f pts within the systems) FU on Lunch and Learn opportunity at the hospita= l. Set up meetings with med rush Katie Huzinga to include Kendra and identi= fy opportunities where we can support her patients heading home. = General Insights + Information: - Spent a lot of time o= f the change in the office staff and how to manage the referral process mov= ing forward. We must find a way to Yes. Meet with Kendra to understand wh= ere the caregivers are located and the coverage area is at. When we are no= t able staff, we must be close in the opportunity as long as the lead is qu= alified with closed lost - no staff available.=20 -As of right now 3 tier 1 and 3 tier 2 sit in the pipeline ready to be clos= ed won. - Waterford Place - Connecting with Brian from Leaves Personal Care as he h= as a foot in the door at this community. Brian is having trouble staffing c= ases currently. (Able to connect with Brian and he is doing okay with staff= ing at this time.)=20 Next step - Connect w/ Jill, Care Coordinator, regarding residents on campu= s that may need higher utilization. Regional Director in attendance : false Operator in Attendance to call: Kendra Smith Breakthroughs: - Beacon Hill - Pathways HH= C is the part B provider. Met with the POC that works in the community reg= arding staffing. Made the connection with TheKey Medical Staffing. = Toolkit/Marketing Strategies Discussed: - Relaunch = PAC group. - 3rd Thursday of the month moving forward. = Action