------=_Part_4371_1477505201.1770671813099 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_4371_1477505201.1770671813099 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Claudia Cook, New= Coaching Call Bi Weekly Coaching Call, Cladia Cook was created on 2/9/2026= , 10:10 AM . Please see the below fields: Co= aching Form Name: Bi Weekly Coaching Call, Cladia Cook Owner: Scott Viscomi Coaching Activity for: Claudia Cook Office: Chicago HCL Prior Call Commitments Completed: Yes = General Insights + Information: I'm very impress= ed with the way you are managing the pending PPA with Westminter Place / Pr= esbyterian Homes. You are asking the right questions, and driving the conve= rsation, bringing in adjacent partners in a deliberate and efficenient mann= er. R= egional Director in attendance : false Topics Discu= ssed on Call? : Monthly REV and SOC Goal Doc= umented Activity SAP Accounts Toolkit Tools + Strateg= ies PAC Meetings Challenges/Opportunities: SLCs: Top heavy with 10 on SAP, reccomend cutting by 50% Breakthroughs: Dr Elliot, N Shore Physicans Group now tells = people to only call you for home care, and adjacent services such as wound = care Toolkit/Marketing Strategies Discussed: Gentiva / Heartland=20 Senior Safety =3D Schedule 2 presentations next few weeks Alz Day Walk Strategy - discuss, plan, coordinate, co-market = Action Items: 1. Working SAP document 2. Reviewing SAP for changes, recccomend you making final changes this week= to prevent a challenge to hitting KPI's 3. Scheduling next step, small steps with partnership SOC Goal : 7 SOC MTD: 1 Revenue Goal: 490,000 Revenue MTD: 126,342 Revenue Forecast: N/A Activity Goal: 100 Activity MTD: 49 AP - MTD Leads #: 0 AP - MTD O= pportunities #: 0 Pipeline Health Actions: You are making a difference with your intake involvement, consults are = converting. This is the way! Pipeline is robust, 1 lead, 9 opportunities,= 1 closed-win Non SOC, no need to getin the weeds, but keep a watchful eye = on conversions. SAP Accounts Need= ing Action (5): Highlands Team: WMP dinner, to discuss terms of fu= ture alignment, brochures, welcome packet details, uncovering their current= needs, ensuring our standing in the list of reccomended HC providers, sett= ing firm committments care review Dr Elliot, N Shore Physicans Group Heartland / Gentiva - let's discuss hand-off, let me set up the next meetin= g, we don't yet know if they have North Shore=20 3 Crowns: What's missing with regards to referral volume? Is it internal Co= mms? What is going on with our relationships in the SW office, 2 refferals = is the goal from AL, IL explosure / awareness but light touch given they ha= ve a stacked care partner, speed to staff complex cases could be the alignm= ent opportunity The Vi: Pull a switch-a-roo, explain to Amelia, the oppotunity, the relatio= nship concerns with frmr CSM, Who's Caring as a low-cost=20 Whitehall: CSM'