--000000000000e5dfe805e42cc0d4 Content-Type: multipart/alternative; boundary="000000000000e5dfe705e42cc0d3" --000000000000e5dfe705e42cc0d3 Content-Type: text/plain; charset="UTF-8" Hello Matt, It looks like I am the SAP owner, but not necessarily the "account owner". It shows are Corp for many of my SAPs, does this affect me or is it just the SAP ownership that means more for me to gain recognition of my efforts should they come to fruition? Nicole St. Eve - Q3 2022 ListDisplaying records 1 - 33 Strategic Account Plan NameReferral AccountRank[image: Sorted Ascending]Next Steps - Advances Month 1Next Steps - Advances Month 2Next Steps - Advances Month 3 Q3 2022 - South Health Campus Calgary Office South Health Campus Hospital 1 Meeting with Danielle, discharge planner on her shift for lunch and discuss what it is we can do to proactively asses while in hospital for a smoother transition home Statistics presentation on readmission levels. Do they have any discharges this week I can help move along? Presentation on successful clientele whom not returned to hospital due to using Home Care Assistance/ TheKey! Appreciation visit. Q3 2022 Shalem Calgary Shalem Haven 2 Intro mtg, need more key decision makes Get in their July August calendar - emailed Dorothy and Michelle (Exec Director and Activities) Revisit Staffing for nursing in house as discussed in our 2nd meeting w/ Chuck GM Calgary Q3 2022 Nakay Health Calgary Nakay Health 3 Lunch meeting with Jamie and Wendy at Anejo to have preliminary discussions. Thank Wendy for her time, Wendy to send me her brochure via pdf to look at. Ask HCM to include Wendy / Nakay Health to a client's home or family meeting who might be transitioning to a senior living community but needs/wants to continue with Home Care Assistance caregivers. Q3 2022 Seton Heights Calgary Grand Seton Calgary 4 balance tracking/fall prevention seminar and partnership with Private balance and in home care services for OT and PT. Check in with their team - offer a social event co-hosted with me as an educational ice-cream social or smoothie bar, invite family and friends How are things going with this community? Luna passed Seton on to Jamie and Shawntel, follow up with them on client SoC Q3-2022-- The Wellington Winnipeg The Wellington--Wpg 4 1. Set up intro meeting with decision maker(s) to confirm opportunity for HCA services. 2. Uncover needs. 3. provide solutions through HCA services. 1. Follow-up and provide additional solutions. 2. Offer educational presentations to residents/families to further expand information about HCA services. (Mind Fit or BCM Mini Series) 3. Continue mtgs. with decision makers/mgmt. and earn referrals. 1. Deepen relationships to expand referrals (ex. lunch, dinner). 2. Continue education presentations (Mini BCM & Mind Fit series). 3. Uncover new opportunities. 4. Appreciation Days/National recognition days (ex. World Alzeimer's month in Sept.) Q3 2022 Evanston Summit Devon Wellness Evanston Summit 5 We can support their team with MindFit, Make an ask for a Town Hall visit before or after they have one previously on their calendar, Are there any existing residents at risk of leaving for more care - how can we fill that gap? Wait list support. Devon: did I gain any referrals from our last visit and chat? Did I get into their scheduled Town Hall? why/why not. Staffing support conversation - who is currently supporting them in their staffing both in house and private pay? Is there a want for a contracted, trusted service to support him in his scheduling and consistency in caregivers? Q3 2022 Auburn Heights Calgary Auburn Heights Calgary 6 Meeting Thursday June 9th w/ Luna for her assessment with a resident there. I will make myself present to reception, Brenda Porter (GM), and wellness Dewat. 1:1 with nurse Dewat for a lunch and learn about how we can best keep their occupancy through additional staffing care services, Support Activities in their programming and give her time back to herself to plan her next month's calendar. Will make myself available to any urgent or open opportunities prior. Q3 2022 Nicole St. Eve Richmond Square Pharmacy Richmond Square Pharmacy 7 First meet and greet - explore their expertise and client base demographic. Learn about their challenges. Interview stage. Followed up by email same day June 29th post first meeting - Check in and see if there have been any changes in their clients/patients we can support with. Organize a family meeting for those at risk or going into a surgery soon/coming home from surgery,... Offer complimentary demo's for their team on dementia training and MindFit. Invite to networking event in October (date TBD) Q3 2022 Proactive Seniors Proactive Seniors 8 1) Set up a meeting with Kathy 2 business partners to uncover what other specialties/explore how we can further help her clients with their needs currently 2) Invite Key Players (all three ladies) to meet at an all staff mtg / continue weekly touches on their client