--0000000000003cabbc064c1f6523 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Earl, Good to touch base this morning. You, and the team cc=E2=80=99d here are added as editors on a =E2=80=9CGoog= le Keep=E2=80=9D file: (check your email) As I meet throughout the week with the HCLs, and Diane, I am keeping notes updated. Here=E2=80=99s a static (meaning as of today) copy / paste of the informati= on: Viscomi ASM-CHI TEAM ACCOUNT HANDOFF NOTES Diane: - CarePatrol IL: have not opted-in to National PPA, and that is the way he wants it. Huge growth potential with fast/constant feedback and Referral-back when a client ending service is the recipe for success. - St. Croix Hospice Nil: - 2x2 Nursing: High-end, great women own the business, will intro, take them to lunch at Le Colonial downtown... - Dr Gallagher: The best / fav account I have. Emily Sutter is Dr. O'Connors MA and runs the show. I'd be adding value to this account each week. Lunch 1x per 6 weeks is great, Q&A chats during lunch in their breakroom. The best people. - McDermott Will Emery- Law Firm, slow burn, not a priority, try to approach Michael Sorrow, he was referred to us by Briar Hall which should mean something but they have not given me much reciprocal attention. - Person Centered Senior Solutions: One of the best GCMs, Rhonda Guzaman in the game...and her colleague Monisha is a joy...refer-back to them aggressively. - Northwestern Memorial (System) *creating BOD / Jean Kostelansky new account for PIN / VIP BOD referrals - VA Lovell: Long build - Harper Health: Focus on building relationship with Kiara, will introduce - Oasis Chi Metro: Work with Tim, we have a PPA in place they have opted-into - Amelia: - Gentiva / Heartland Hospice Claudia: - CJE Care Mgmt: (Contact is Marla Goldberg, whom Claudia knows well) - In Person meeting 1 completed March 3rd. - Action: Claudia will approach her colleague MSW's SW's in the Care Management department regarding program integration - Action II: Connected Claudia and Marla Goldberg re: Balanced Care Method SB Presentation at the very important) Highland Park Senior Center. A limited window of avail to book, and a thing we can partner on with CJE to recapture partnership momentum. - Challenge: the Senior Center is looking for a class/lecture ongoing - Claudia: is thinking / proposing an ongoing class idea (ie mindfit, but focused on practical methods to address fall risk, balance issues) - CJE Weinberg / Gidwidtz AL/MC: ED has been a barrier, but we have the support of her team. No clear reason why we have not advanced. Claudia and I have discussed working through care mgmt arm of their business, and the ult. goal is to get a MC program going / support group / perhaps supplemental staffing in the future. - Tamarisk SLC (Jeff is there now) - Nancy Carey/ The Ger. CC GCM - Elevate Riverwoods - Cissie Gerber! - North Shore Medical Associates- best of luck, slow to develop, younger census of patient - IBJI: