Post-ALCA President Training

Hello -

Thank you to everyone who attended the "(Mandatory) Understanding the Role
of Geriatric Care Managers (GCMs)" training last Thursday.

If anyone missed this event, please see the information and recording
below.
( +GeneralManagers <GeneralManagers@thekey.com> - please forward this email
on to your CSM's for their receipt as well).

Anyone who missed this training we would ask you to please prioritize
watching this recording by EOW as it provided invaluable insight into
working with GCMs!

*Understanding the Role of Geriatric Care Managers (GCMs)*


   - Recording Here
   <https://drive.google.com/file/d/1c5hs_ZOvcS6bDrhoGeEYzlEDN-gFvtZ2/view?usp=sharing>
   - Slides Here
   <https://drive.google.com/file/d/1VXbA7lXl8mBakBBQ2aKNn7oesmhhwAZb/view?usp=sharing>
   - Attendance Here
   <https://docs.google.com/spreadsheets/d/1P96aA_2uodilVlC528--_gxrZNeeRMU7/edit?usp=sharing&ouid=110228772483183671741&rtpof=true&sd=true>


* Winners Take Action!!! *


   - Approach:
      - Get to know the a GCM as you approach before speaking to your
      value. They want to feel understood.
      - Ask what keeps them up at night! What's important to them: what do
      they want vs what do they need.
      - Ask if they have policies and procedures when working with a home
      care agency.
      - Ask what their preferred communication method is (text, email,
      phone)
      - Service Failures: Align on how you would proactively communicate
      and work together if/when a service failure happens (because it WILL
      happen!). It's all about collaborations and finding a solution.
   - Local Chapter Support: Look online and find your local chapter board
   members and offer your time and support to further the mission of the
   chapter and help with events.
      - Look up your local chapter contacts HERE
      <https://www.aginglifecare.org/ALCAWEB/ALCAWEB/Chapters/Overview.aspx>
      - Send the following email template (shoutout to Vanessa Treadwell
      for getting a few wins immediately after our training with this template!)
         -



*Hello <NAME>, I hope this message finds you well! I’m reaching out in
         hopes of better understanding how we at TheKey can be a
stronger partner to
         our local ALCA chapter. We deeply value the work you do and
would love to
         explore ways we can contribute—whether through our time, resources,
         network, or financial support. If there are any current initiatives or
         upcoming projects where we can be of help, I’d be grateful for the
         opportunity to connect and learn more. I would also love to learn more
         about our local <LOCAL UNIT NAME> Unit and if there's any way
I can better
         support them. I truly appreciate your leadership and all that
you do for
         our community, and I look forward to continuing to support
and collaborate
         with ALCA in meaningful ways. Thank you! *
      - Just ask for one client. "Try us, and if you're not happy with the
   first shift of care, we're willing to comp the next shift in order for us
   to make it right!"
   - If a GCM prefers Private CGs: it may be due to cost or control.
   Explaining that having an agency reduces liability and there are potential
   costs that can come with the risk of having private caregivers.
   - Understand that GCM services do not have to be thousands of dollars
   per month. Someone can utilize a few hours of services as needed for
   consultative needs for an hourly rate.
   - Offering for a GCM to interview caregivers or review CG Bio's is a
   great way to bring value to them
   - GCM's prefer having one POC within a home care agency
   - We have the optionality as individual offices to consider paying for a
   few hours of a GCM's hourly fee to sit down with our Client Care Team and
   assess our more complicated clients and get their expertise and
   recommendations. Note: To be approved with GMs for an office budget.
   - Bringing in a GCM is not an "added layer of complication" with a
   client. Their value is to be a partner with us and alleviate some of our
   Care Team concerns as they support the shared client. Choosing to bring a
   GCM in will bring support and delegation with the shared client.
   - Referring OUT to a GCM: See the slide below with triggers to referring
   out



[image: Screenshot 2025-07-21 at 4.18.06 PM.png]


Jackie Summers
Director of Sales Operations
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>