--000000000000561967063e00f207 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Dawn. Nice job on hitting retention goal. On Thu, Sep 4, 2025 at 4:57=E2=80=AFPM Dawn Peluso wro= te: > Palm Beach > > *Action items completed to promote growth * > > > During months of July & August we completed RN clinical reassessments on > all existing clients to ensure up to date care plans - as a result we saw > an increase of 118 hours (one 36 hours & another 84 hours) we continue to > monitor for opportunity during our SLA visits > > In person CG competency training for all caregivers. This provided the > CGM's an opportunity to spend time with the Caregivers, reset > expectations, and strengthen relationships - because of this success we > plan to have CG open house quarterly > > > RIM Intake Process > > Following the conversation last week from the NE team in regards to the > warm transfer from RIM to CSM, we have implemented it across the entire = SE > region . We have not had any transfers as of yet. > > > GM scheduled meetings > > Yesterday, I had a breakfast meeting with my PPA account. She gave a > referral we are following pending DC from rehab > > > I was able to give a referral to The Waterford this morning from Holly > as a way to break in with the new social worker . I was also put in touch > with their marketing director for another contact. > > Meeting them tomorrow afternoon. My original contact who referred > exclusively left (trying to locate him) so I am starting a new > relationship > > > Jaime and I are meeting w/ GM, Julia with Livewell to restructure our > biweekly collaboration call to include more participation within the > teams and have a structured agenda - as we continue to collaborate > together, Brie was able to give them a referral this week > > In addition, meeting with Julia and potential new GCM that Holly=E2=80=99= s > referral source uses. She will refer to both Livewell & The Key if she > onboards with Live well > > > Meeting new ED at Courtyard Gardens Tuesday > > > Made intro calls / emails. Will be Cold calling all my new accounts next > week to drop off collateral. In addition, I also like to bring a small > plant as a welcome intro. > > > My personal network, attending a senior event in my neighborhood next > week > > > *Jessic, ASM schedule* > > Jessica , ASM first full week since the move - > > Meeting scheduled with new GCM Ellen Emerson and doing Happy Hour with > her this weekend > > Scheduling intro to The Madyson Senior LIving and Addington > > She has new prospect with a mobile clinic -Kure Mobile > > Working on Sponsorship with Palm Beach County Estate Planning Council > for 9/18 > > > *Brie, HCL schedule* > > Today a co-networking with Livewell tonight- Happy Hour with for > > Alzheimer's Community Care > > First Horizon Advisors meeting tomorrow > > Lunch and learn with Managed Care 9/9 > > First Timeslips event at Wellington Bay 9/11 > > > *Controllable deactivati