Re: AM Account insights

--000000000000b2e7270621f28c4c Content-Type: multipart/alternative; boundary="000000000000b2e7250621f28c4b" --000000000000b2e7250621f28c4b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Denny, I'm glad to share insights with you! *Oasis Senior Advisors* Per direction, I've been hands off of this account for now. Danielle/Emily and team have been handling these referrals and relationships. *Silverado - Northshore* Had another great meeting at Silverado yesterday. Met with Aleeya McFadden (Interim Activities Director) and Nicole Barbian (Director of Resident and Family Services) and set up TimeSlips with them on September 30. They are currently onboarding a new Activities Director who will be active in about 5 weeks. They have a fantastic 'Nexus Program' for residents with early onset dementia/cognitive decline, and will be focusing TimeSlips with these residents first. I'll be meeting with Heather Munoz (Family Ambassador) again next week to continue building partner relations and referral opportunities. We currently have 3 clients living at Silverado; 7 total residents use In Home Services there. Heather indicated they primarily refer to TheKey, Home Helpers, and Tulum/Restorative. The community is at 60% census, and have been discussing mutual referral opportunities (ie. should a client of ours living in home need to escalate into Memory Care, Silverado has openings). *EastCastle Place* Good rapport built between Teresa Jenkins (Director of Resident Services) and I, who have bi-monthly meetings regarding referral opportunities and current clients (we have 3). She is fond of the feedback loops and partnership that I am building and establishing. Teresa had some concerns regarding caregivers requirements (ie. dress code; badges; parking; etiquette). I met with Pat Echols who is addressing these items with caregivers in her 'etiquette training' course. Met yesterday with Evan Riegler (Director of Community Life) to establish Mindfit/Timeslips. He has 2 colleagues who he works closely with on activities. One is out with a broken arm; and Kim is out on PTO this week. I will be meeting next week with Evan and Kim to discuss Timeslips scheduling. Evan mentioned that the TheKeys' past HCLs' presentation of Timeslips/Mindfit were not well received, and wanted to bring Kim into the discussion to ensure the success of Timeslips, and introduce myself to her. Due to the nature of Mindfit being 6 weeks, it will not fit into their schedule at this time. Briefly entertained a 'hybrid' Mindfit offering that was shorter in duration - I will re-address both Mindfit and Timeslips with Evan and Kim next week. I am awaiting reply from Nicole Claas (Director of Social Services) to meet and discuss potential referrals. *Heartis Village North Shore* Met with Angie Mehring (Director of Sales and Marketing) and set up time during their weekly team meeting to re-introduce TheKey and myself to their team (9/18). Initially this meeting was scheduled for this week, but due to Angie and the team's schedule it was pushed back to next week. It is anticipated that Angie, Toni Alvarez (Resident Care Director), Kennedy Imhoff (Vibrant Life Director), Barb George (Director of Sales and Marketing) and Ross Segel (Executive Director) will be in attendance. [Danielle has additional information regarding the prior relationship status between TK & HVNS; I'm looking to re-establish rapport, communications, and referrals within the community, while offering our value adds]. *Fairway Knoll* Had my 1st SOC at FK (Mack Lawrence) and during CG Intro/Client Check in built good rapport with Judy (Front Desk) who has been instrumental in helping establish meetings with Directors. Judy is an advocate of TheKey based upon her interactions with myself and Caregivers. Met with Alyssa Vanderwal (Resident Services Director) who indicated she has only referred ~8 clients for IHC over the 3 years she has been with FK (Danielle indicated that number may be incorrect, as we have had more in the past). When asked about who they refer to, she brought out her binders, and Holistic Home Health & Hospice was on top of list, and she works with/refers to Tracy Hoeft Benkowski. From my understanding, Tracy has/had a close relationship with FK and has a dance team in the community. She was open to TheKey integrating with FK for activities; referred to Nina Raasch (Life Enrichment Director). Nina has been OOO/unavailable and non-responsive as of yet. Judy left a voicemail for her while I was there to facilitate a future meeting. *St. Camillus* Danielle and I had a virtual meeting with Troyetta Martin (Private Duty Manager), who was 1 of 4 invited attendees that joined. Agreed to setting up a time for in person meeting; sent invites, and no response since. I have visited multiple times and this community is challenging to meet with anyone. Their front desk has always indicated the staff will not usually be available without meeting. I h