--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: Dig in with Region - North, and then South...pathway / reset with Practice Administrators, will explain. - MyMD *Focus on Ned Zallick MD! Special account, my PCP. Rebecca Worthington runs the show, his MA/RN, she is a wonderful loving person...she will move mountains for you. - Thrive Internal MD (Incredible opportunity, don't know them yet) - Forward Focus Concierge MD (Non-Responsive, Word is Freedom and Jennifer Muskat's co are their partners, but do not give up) - Dr. David Vigder MD (Not responsive, Dr. Kaskel knows him and can nudge) - Andrea Donovan Senior Living Advisors *She needs support, try to get her a referral per month please - Sedgebrook SLC - ...and Radford Green (their SNF) - Aspire Home Health Care: Visit! The Front Desk is where we get referrals, bring treats, nice gift basket ASAP - Oasis Senior Living Advisors -Chi North Franchise: Many Medicare placements, and their region challenges our current capacity to effectively staff anything other than LTI/LTU/Live-In, but they are very well connected. SV recco is to keep them close but NOT an SAP account. Partner for Quarterly (1x per quarter) ***RHONDA GUZMAN*** - Person Centered Senior Solution Senior Solutions, assigned to Nil initially, Claudia has requested ownership. Will discuss with Earl. *Scott Viscomi, MBA* Head of Enterprise Partnerships | TheKey Mobile: 847.508.6909 https://thekey.com Book a 30 minute meeting with me! [image: Click to go to TheKey's LinkedIn page.] [image: Click to go to TheKey's Facebook page.] [image: Click to go to TheKey's Instagram page.] On Tue, Mar 3, 2026 at 7:57=E2=80=AFAM Earl Blair w= rote: > GM Scott, > > You mentioned the Google file documenting the account transfers. Please > share the file in this thread for visibility and specify which accounts > you'll be personally responsible for moving forward. > > Thanks, > > Make It A Great Day On Purpose > *Relentless Pursuit Of Excellence* > > *Earl Blair* > > Regional Director of Business Development -South East/M