------=_Part_7038_838313923.1676990436298 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_7038_838313923.1676990436298 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Amanda Ilines, Ne= w Coaching Call Coaching Call Follow Up - 02/21/2023 Amanda Ilines was crea= ted on 2/21/2023, 6:40 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow U= p - 02/21/2023 Amanda Ilines Owner: Matt Vijayan = Coaching Call for: Amanda Ilines Office:= Oakville HCL Prior Call Commitments Comp= leted: true Prior Next Steps Incomplete: SOC Goal : 6 SOC MTD:= 1 Revenue Goal: 20,000 Revenue MTD: $43,689 Revenue Forecast: $5= 0,000 Activity Goal: 100 Activity MTD:= 32 (F2F calls needs to be documented) Pi= peline Health Actions: 2 opportunities in the pipeline. 3 more opp= ortunities to be included. The forecast is to end the SoC at 5. Closed Won Past Ant. Start+No Rev: Florence Mannard, Closed Won Start Date Upcoming: SAP = Accounts Needing Action (5): Schlegel Villages Viva Oakville King Gardens (Revera) Action Items: Docum= ent F2F activities in SF Update Matt on SoC conversion with all open opportunities = General Insights + Information: Best Practices/Big and Sma= ll Wins (Referral Account Specific):=20 Finalize 2 separate meetings with the Regional DHW for Revera. Doing an in = person lunch and learn with all properties in GTA and also in Southern Onta= rio. Setting up a lunch and learn with Regional Tiziana at Sunrise and going to = do in person meeting with all the DOS in the GTA/Southern Ontario Kerry is looking to do joint lunch and learns at all the hospitals (Oakvill= e, Burlington, Milton) with her connections. Asked HCL if she could co-bran= d and partner on this where HCL can present as well and provide lunch for t= he team. Getting closer to the Sunrise of Burlington team and Tonia is frustrated wi= th the Peak Health Care in there. Even REM coordinator looking to make the = switch to TheKey for 1:1 in memory care. Challenges/Concerns (Referral Account Specific) Had staffing shifts from Tansley Woods and couldn=E2=80=99t staff one of th= em. Not enough staff in the Burlington area. Still need to be prepared for 24/7 cases that could come in and hire compan= ions to be prepared. We end up getting several 24/7 cases at once and then = we aren=E2=80=99t prepared and we are scrambling to find companions. General Insights/Observations: Properties don=E2=80=99t currently have any 1:1s to give HCL as they have j= ust all shifted to LTC instead.=20 Branching out to Hamilton will help bring SOC in. PAC meeting planned for March 23 at Williamsburg. Regional Director in attendance : false Operator in Attendance to call: Topics Discussed on Ca= ll? : <span style=3D"color: var(--custom-palette-color, inherit); f= ont-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto= , Oxygen, Ubuntu, "Fira Sans", "Droid Sans", "Hel