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May 27, 2024 52 mins

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Discover how to forge meaningful relationships with geriatric care managers and elevate your home care business in our latest episode. Featuring insights from seasoned professionals Lisa Marsolais, Annette Ziegler, and Valerie Van Booven, we unpack the critical roles these experts play in ensuring the well-being of elderly clients. Learn from Annette's firsthand experiences about the invaluable support geriatric care managers provide, especially during complex medical and psychological situations.

This episode shines a light on the exceptional services offered by geriatric care managers, from crisis intervention to navigating transitions from hospitals to home care. With costs ranging from $150 to $300 per hour, these professionals are indispensable for families facing challenging care decisions. Understand the pivotal connections they have with elder law attorneys, social workers, and hospitals, and how these referrals can enhance the quality of care for your clients.

Connect with us as we highlight Kathy, an accomplished geriatric care manager whose dedication goes above and beyond, sometimes offering free services to her clients. We also provide creative networking tips, including themed giveaways for events like National Hydration Day and Father's Day, designed to build lasting relationships with potential referral sources. Tune in for a blend of practical advice, inspiring stories, and unique strategies to leverage partnerships in home care and geriatric care management.

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:11):
okay, I think it's the top of the hour.
People here, oh wow, hi.
Everybody.
Usually lisa says happy friday,usually.

Speaker 2 (00:24):
Lisa says happy Friday T-J-I-F.
Happy Friday.
I didn't forget, I was justletting people in.
Happy Friday everybody.
Thanks for joining us.

Speaker 1 (00:36):
Good morning, happy Friday, good afternoon wherever
you are, depending on where youare.
Okay, I'm going to start withhousekeeping, because that will
give everybody a minute tocontinue to come on in.
And so housekeeping is.
We usually keep our lines mutedunless we're talking, but
certainly we want you to engageand talk to us, and we don't

(00:58):
want to talk at you.
We want you to help talk to usand share stories, experiences,
tips, ask questions, makerecommendations.
So the object of the game isfor everybody to share if they
have the ability to share.
I know some of you might be inyour cars or you might be out
somewhere, but if you share yourexperience or ask a question,

(01:24):
there's also the chat.
I think some of you are alreadyin the chat, so if you want to
just ask a question there, youcan.
You don't have to unmute yourline, but you're welcome to
unmute and talk and tell us whatyou want to know.
So if there are other thingsthat you want us to talk about,
let us know.
Introductions Dawn is off today.

(01:44):
She's having a nice littlefamily vacation.
That is well deserved.

Speaker 2 (01:48):
And then there's lisa hey everybody, sorry I was
letting people in still.
Um, I'm lisa marcelet.
I was in home care for like uh,many, many, many years wearing
all types of hats, and I am justhappy to be here with you still
touching the home care spaceand glad, glad you guys are

(02:11):
doing what you're doing.
Happy to be here.
Thanks for being here with us.

Speaker 3 (02:16):
Hi everyone.
I'm Annette Ziegler.
I have been in home care over20 years, so I am dating myself,
but I have a lot of experiencein working in a CCRC and seven
years in a non-medical home careagency.
So happy to be here and shareour topic today with you.

Speaker 1 (02:35):
And that's going to be the presenter superstar today
.
She's an awesome, awesome,awesome educator, along with
Lisa.
And then Lisa is going to dosome of the you know leave
behinds that we always do.
And I'm Valerie Van Boeven.
I'm a registered nurse.
I'm the co-owner of ApprovedSenior Network and I am more

(02:57):
about the digital space, but asa registered nurse, I've worn
every hat you can imagine inyour life, including discharge
planning, insurance and ICU andall the things.
So we all understand yourchallenges and your wins and the
things that make you happy andthe things that don't make you
happy.
So let's talk about how towatch the meetings that you've

(03:19):
missed.
So we do this every other weeklive, and I know you can't
always join us, but we want youto join us live anytime you can.
The recordings are all postedand we also have a live sales,
home care, sales and marketingsupport forum and we want you to
go there and get support.

(03:40):
We want you to read themessages and see the ideas that
are flying around in there.
So go to homecaresalesforumcom.
Your username is the emailaddress that we've been sending
your notification emails to.
By the way, always, always,check spam, spam, spam, spam,
spam.
Spam.
Password is emailed to you orif you don't know what your

(04:01):
password is, just use the forgotyour password feature and the
system will send you a resetlink or a new password or
something.
Okay, next slide, once you getinto the forum.
Now I'm doing this from adesktop, so it's really
important that you understandyou're looking at this from a
desktop view, not from an appview on your phone, so from the

(04:26):
desktop view.
Where my big arrow is, it sayslearning, and learning is where
you go to see all the videoreplays.
So the forum.
You can see there.
That's kind of an oldscreenshot, but you can see we
have 428 members and at thattime there were only 22 posts.
There's a lot more now.
You can see our support desk islinked there and our website

(04:46):
and you can see all theconversations going back and
forth.
But if you click on learning,you'll be able to see all the
past live continuum meetingsthat we have every other week
and you can go back to Januaryand we try to title them with
names so that you understandwhat we were talking about that
day.
You can breeze through thevideos if you want to.

(05:08):
You can fast forward throughthem and all the handouts.
The PowerPoint slides are allthere with all the links that we
talked about in those meetings.
So there's that.
Once you hit, once you hitlearning, and then you go to the
2024 Continuum Sales MAST,which is Continuum Sales Mastery

(05:29):
Program.
So once you go, you click onthat, then go ahead and go to
the next slide.
You'll see that it goes back toJanuary, february, march, april
will be all the way After today.
We'll be through the end of May.
So there's plenty of thingsthat you can go back and watch

(05:50):
if you haven't been with usbefore.
It's a lot of good stuff.

Speaker 3 (05:55):
Okay.
Okay, I guess I'll take over.
Thanks, valerie.
Okay, our agenda today is weare going to learn what a
geriatric care manager does, howto find them and collaborate
with them, get private payclients from a geriatric care
manager and I've always saidthey're the hidden gem of

(06:17):
referral sources.
I worked with many geriatriccare managers in home care in my
last home care job and at anygiven time I would have 10 to 15
clients ongoing with them.
They were my.
I always said they were my goodbase because I got a lot of big

(06:37):
hours 24, seven hours.
So I just thought I wanted tokind of share about how I
started working with geriatriccare managers, what they do, how
they help us.
So hopefully you'll get someyou know some good tips from
this and maybe you can sharesome information if you've ever
worked with geriatric caremanagers.
And then Lisa put together somegreat June, july and August

(07:00):
summer leave-behinds Wait tillyou see them.
She's so good at this.
Okay, so what is a geriatriccare manager?
A geriatric care manager isalso called a aging life care
expert.
They're usually a licensednurse, a social worker,
gerontologist, counselor orother professional.

(07:20):
They provide assistance for youand your loved one in finding
resources, making decisions,managing stress, and they
provide a one-stop shopping.
They care for you and yourloved one, and they may also be
members of the Aging Life CareAssociation, elca, which I will
refer to later.
Who do they serve?

(07:40):
Older adults, individualsliving with Alzheimer's,
dementia, chronically ill,individuals with development
disabilities and theircaregivers.
Many caregivers are just burntout.
They need support.
They don't know where to go.
Then they call this a geriatriccare manager to kind of be the
leader and help them, guide themon what to do.

(08:01):
So what do they?
What services do they offerIn-person assessments.
So this is probably the biggestthing in how I started
connecting with geriatric caremanagers.
They provide a thorough theycan provide a thorough
assessment and they can allow,understand the needs and

(08:23):
customize the plans and performservices specifically met to
meet each client's needs.
They do interview questions.
They cover a range of servicesrelative to their health, which
include everyday activities,nutritional status, memory,
depression, finances, insurance,health history and more.

(08:45):
Here in New York State theyperform PRIs, which is a patient
review instrument, and the onlyway you can get into a nursing
home is with a PRI.
So for assessments, many timeswe would have clients that were
really complex and we had aclient care manager that would
review all our clients and checkin on them.
But when we had a client caremanager that would review all
our clients and check in on them, but when we had complex

(09:09):
clients that were not, you know,refusing care, they weren't
taking their medications.
They may have no family,they're not getting to their
doctor's appointments, they may,you know, be taking money out
of the bank and, you know, hadall this cash in their house.
We just saw these signs wherethey need a professional.

(09:31):
So I would call.
I had a few geriatric caremanagers that I worked with and
I would call them and say Ithink this person needs your
service.
I would talk to the family andyou know they would agree that
your mom or dad, they needsomebody.
You know you need a little moreguidance than we can give you.
And also, when I would haveprospects, call me or just

(09:55):
inquire.
I used to get a lot that theywere out of our scope.
But you know, being in the homecare business, we always want
to help.
So I was.
You know I always tried toguide people.
You know maybe I couldn't helpthem, but I would say, you know,
I think it would be a familymember saying I don't know if my
mom needs memory care.
My mother, my parents, arerefusing help.

(10:17):
I don't know what to do.
They're in and out of thehospital.
Why don't you call a geriatriccare manager and they could do
an assessment for you and thenthey will make a care plan and
the care plan includes all theresults.
The assessment is usually doneby a social worker or a nurse.
It just depends on you knowwhat the person needs.
They'll make recommendations.

(10:39):
They'll make referrals tocommunities.
They will tell you.
You know, a lot of familiesdon't know what level of care
that their loved one is at.
They may think they needassisted living and they're
skilled nursing.
So they can, you know, tailortheir needs to each individual.
Oftentimes the care managerwill discuss decisions about

(11:01):
appropriate home care, support,money management, housing, power
of attorney.
There were several times that wehad clients that had absolutely
no one.
No one.
They didn't have a power ofattorney.
They would need a guardianshipand some of these Jared to care
managers that I worked with wereable to get guardianship for

(11:24):
this client and help them.
Also, we had several clientsthat would use them as an
emergency contact.
You know they thought, oh, Ican just call you, I'm in the
hospital on Saturday.
Well, we, you know we can't,we're doing the home care
services, we can't manage you,we can't case manage this.
But this, they would be theemergency contact for this

(11:46):
person that had nobody.
So they're available 24 hours aday, seven days a week.
So they can call this person,this geriatric care manager, for
an emergency contact and theycould just hire them just as an
emergency contact.
That's all they, you know, theycould just sign them up and
only call them when they needthem.
There's all different ways youcan use them.

(12:07):
Once they start the servicesand you know they start using
this geriatric care manager,they monitor their needs, they
make the arrangements for them.
The regular monitoring isimportant.
I had several clients that thecare manager would come in and
they would do their MediSets forthem.
They would set up, you know,their medications.

(12:30):
They would notice ifmedications weren't being taken,
check their health issues, ifthey need to go to the doctor.
We were the eyes and ears too.
So they communicated with ourcaregivers often and they would
call our office or we wouldconnect them, you know, with our
care manager or caregivers tofind out what was going on.

(12:53):
So you know it was really greatto have them involved.
You know, like I said,especially in the clients that
need that extra support, ofcourse we have a lot of clients
that the families are veryinvolved and they have a lot of
support, but then there's theclients that really don't have
the support and I really thinkyou're able to keep them at home
longer when you have a caremanager following them and

(13:14):
overseeing things.
Lisa, you're shaking your head.

Speaker 2 (13:18):
Yeah, oh no, I'm just agreeing, definitely agreeing
with you.
I have had several situationswhere we had a geriatric care
manager on deck, so to speak,had her cell phone number.
She owned her own business inSan Diego.
She was like a boutique styleand I would always call them
when there was conflicts withthe family, wanted one thing or

(13:42):
another thing, and then you knowsilly medications, like there's
like a ton of medications andthey're just everywhere, and
this person needs, needs someguidance, direction and needs
someone to manage that for them,and so that was one area that
we use and they would actuallyrefer back to us too or keep
that person, you know, under ourcare too, unless there was

(14:03):
somewhere else they needed to gofor us and we would talk about
that.
But they were really greatresource for us because, while
we're doing all the custodialside of things, they would help
with the medical and financial,all of all those different
things they could help with.
So, yeah, definitely agree withyou.

Speaker 3 (14:19):
Great.
How are they paid?
Okay, so they are private pay.
Medicaid, medicare and healthinsurance does not cover their
services, so they're billedprivately.
It's like a lawyer in a way.
Average hourly rate here in NewYork is $150 to $200 per hour.
That's like the range.
It's expensive.
One-time assessment is usually$200 to $300.

(14:43):
So, right there, if somebodyhas a geriatric care manager,
they have private pay and theycan afford it.
Now they do help people incrises that don't have the money
.
They help people set up to getMedicaid set up.
But generally if they're usinga geriatric care manager, they
can afford private pay services.
So that's why I always say theyare the hidden gem, because I

(15:07):
would always have a clientthrown to me here and there that
are given to me that a lot ofhours, and it was 24 seven.
So there's somebody that youreally need to connect with.
The typical client of ageriatric care manager and when
to refer your client.
They have multiple medicalissues, psychological issues.

(15:27):
You're noticing things aregoing on.
The caregivers are calling theoffice.
They're not complying.
You've tried several things andit's just not working and it's
out of your control.
You need somebody else to stepin.
They're unable to live safelyin their own home.
They're not making the rightdecisions, they're wandering.

(15:51):
They may not be pleased withtheir current care providers and
they need somebody to advocatefor them.
They may have home care.
I've had situations where I'vecome in and they've had some
private caregivers that weremaybe stealing or taking
advantage of them and thegeriatric care manager would
call me in and say, look, we'regoing to push, we're getting the

(16:14):
staff out of this client'shouse and we'd like you to come
in that happens often somebodyto advocate for them, because
you know these private aideswere taking advantage of this
client and she didn't know itand she didn't know how to you
know how to get herself out ofthis.
They're confused or overwhelmedabout their situation, what the

(16:34):
next steps are.
It could be you know a couple,a husband or a wife and they're
just not sure what to do for thenext steps and they need
guidance.
These geriatric care managersknow all the resources in the
area.
They can give yourecommendations.
So it's just.
It's just.
They're just a wealth ofknowledge.
They have very limited family,very limited local support.

(16:59):
They may have absolutely nosupport or I had a lot of
clients where the families alllive out of town and they needed
somebody in town to overseetheir parent.
And it's worth it.
I mean, I used to say back whenmy dad he passed away years ago,
but I didn't know that yourcare managers existed and I wish

(17:21):
we had one because he reallyneeded one.
Their caregivers burn outinexperienced.
I would get calls from eitherthe husband or the wife or the
children.
They're tired.
I don't know what to do.
My mother's not listening to me.
Help me, what do we do?
When they called us, it was outof our control.
So we would say why don't youhave an assessment with a

(17:42):
geriatric care manager?
They might be able to help youand guide you, and they're just
at odds regarding what the caredecisions are.
Okay.
So the geriatric care managersare looking for home care
referrals for many reasons.
They're looking for lifeenrichment, companionship for

(18:02):
their client to make sure theycan't be there every day, so
they will make a care plan.
They want to make sure they'retaking their medications.
Eating Eating, we say, is hugebecause some, especially
somebody with dementia, they'renot eating their meals.
So they want to make sure thata caregiver is there to make
sure they're eating.

(18:22):
Many times, a lot of the casesthat I would get from care
managers.
They would have dementia andthey would need one-on-one.
A lot of 24-7s I would getbecause they'd be coming out of
a hospital or a rehab.
They would not be able to bereleased because they didn't
have anyone.
So they would call me and say,hey, and it was always a crisis
Friday, saturday, sunday.

(18:42):
We'd answer the phone.
Can you help me?
Can you cover this case?
Of course we can.
They don't have family supports.
They also can make or break aplacement in assisted living and
a memory care.
So there are some times when youknow somebody might be getting
placed in assisted living ormemory care but they really want

(19:03):
to go home.
They're in a rehab, they're ina hospital, they're in a SNF.
I don't want to go to assistedliving, I don't want to go to a
memory care and they might notreally need it and they have the
resources to stay home.
So then that's when they get ageriatric care manager involved

(19:30):
to help set them up so they cango home not go to the assisted
living or the memory care, andstay home with home care.
Sometimes it's you know theyhave to go to an assisted living
or a memory care and there's awaiting list and there may not
be you know room.
So they'll call and say youknow I need you to help this
client out for 24, seven, forthree weeks until their room
opens up in the memory care.
Once in a while we would dothat and then the client was
doing so well and they loveddoing home.
They would keep us those weregifts when we had those.

(19:53):
You know they would stay 24-7.
But they were able to afford itand they stayed home and they
were doing great with our care.
No-transcript when do they getthe referrals from?
So they get the referrals fromeverywhere that home care
agencies get the referrals fromthe top, I would say the elder

(20:16):
law attorneys are the number one.
A lot of times the caremanagers would tell me that
their attorneys gave them thisperson's name because they
realized they were in trouble.
You know they were in trouble.
Social workers at hospitals,snfs, call them when there is an
emergency situation.
They just can't place somebody.

(20:37):
They just don't know.
They have no home care, theirliving situation is not good,
their house might be hoarded.
So social workers call themoften.
Physicians, senior communities,marketing directors, executive
directors, directors of nursingsthey all refer geriatric care

(20:58):
managers, assisted living,memory care, the directors, when
it gets to be out of theircontrol and they just can't
handle them.
It's pretty much, you know,when it gets complex and they
need somebody a professional tostep in.
Much you know when, when itgets complex and they need
somebody a professional to stepin.
Um, home care agencies, uh,mental health counselors and

(21:18):
adult protective, you know we'dget, we would get some adult
protective people that were, youknow, taken from their home and
they were living in an unsafesituation.
Um, we had some great um.
I could remember we had a ladyand her husband that lived in
this beautiful home on the lakehere in upstate New York, a
gorgeous home.
They were both in rehabtogether and they wanted to go

(21:42):
home and I wanted to go seetheir home.
So I went to go see their homeand when I went to see this
million dollar home on the lake,it was all.
The doors were open, the dogwas walking around the house, it
was boarded to no end.
It was just a mess.
But I ended up getting theminvolved with a geriatric care
manager.

(22:02):
They were, they came in andthey took over and because the
only they only had a daughterthat lived in Hawaii so nobody
else was able to help them.
So they got the house cleanedup.
We were able to go.
You know, took them a few weeks.
We were able to go in, put in24-7, and they were a client for
probably a good three, fouryears until they had to move to

(22:25):
a higher level of care.
So that's where they get thereferrals from same places that
we do of care.
So that's where they get thereferrals from same places that
we do the benefits of having ageriatric care manager as a
referral source.
They're mostly private pay.
They can afford to haveservices, home care, they have

(22:47):
the money to pay them.
They're able to afford us.
Oftentimes it's an emergency.
Many, many times I get the callcan you help me?
Today it's an emergency, theyneed help and if they know that
you're there to help them andcan answer them quickly and
cover their client, they'regoing to call you again.
They refer a very high rate of24-7s, very high rate.

(23:09):
You know sometimes it startsout 24 seven.
It might cut back a little, butmany times they're getting out
of unsafe situations and theyneed oversight.
They will monitor the client,ongoing handle, all the case
management needs.
Go to their doctor appointmentswith.
Them, communicate with all thecaregivers, they have an RN on

(23:31):
staff and they monitormedications.
You can hire them just to domedications on a weekly or
bi-weekly basis.
We were unable to do that inNew York.
We were unable to set upmedications, so when our clients
needed MediSets or medicationsetups, they would hire a
geriatric care manager andthat's all they did.

(23:53):
It was a fee-for-basis.
They are available 24 hours aday, seven days a week.
As I said, there also can be anemergency contact.
The continuity of care.
The communications arecoordinated between the family
members, the doctors, theprofessionals.
They are involved in everythingand they go to all their

(24:13):
doctor's appointments.
They take notes and communicatewith the home care company.
It's great.
Cost containment, inappropriateplacements, duplications of
services, unnecessarilyhospitalizations are avoided.
That is often the case.
We would have a lot of clientswhere you know they weren't

(24:34):
doing well.
We would call up to the caremanager and say look, you know
Mrs Jones, her foot's swollentoday.
She's been confused.
Well, sometimes they'd send thenurse and maybe it was nothing
necessary that we had to sendher right to the hospital.
So they would, you know, takecare, call the doctor, maybe
increase the meds, make a doctorappointment rather than just

(24:55):
sending them to the hospital.
Any questions, anybody?
No, okay, how to find ageriatric care manager?
So you can Google.
You can Google geriatric caremanagers in your area but a lot
of them belong to the Aging LifeCare Association and I put your

(25:20):
.
You'll get the slide.
I put this link here.
You can just go into this linkand put your zip code in and
it'll show you all the geriatriccare managers in your area.
You can do a search for that.
You all the geriatric caremanagers in your area.
You can do a search for that.
Connect with them, try to reachout to them.

(25:41):
Let them know what you do.
They need your services.
They're in the business to helpfind services for their clients
.
So they need you.
So offer to do an in-service.
I worked with individualgeriatric care managers.
I also worked with teams wherethey had 10 social workers,
nurses on a team.
So you know, offer to give yourinformation, set up an
in-service breakfast, lunch,emphasize to them.

(26:04):
You can start quickly, you know, because many of their clients
need help on an emergency basis.
Call us, I know you.
You know we're here for you Ifyou need us on a weekend, if you
need on an emergency basis,call us.
I know we're here for you.
If you need us on a weekend, ifyou need us on a night, call us
.
And when they called I wouldcall my scheduler and even if we
weren't sure, we would just doit.
You figure out a way Because ifyou can't and they keep calling
you and I don't have caregiversfor a couple weeks, they're not

(26:25):
going to call you.
So you got to make it happen.
So once you start referring tothem and they see the excellent
service that their client'sexperiencing, they're going to
trust you.
So, as I said earlier, manytimes when I would talk to
prospects on the inquiries thatwould call in, I couldn't help

(26:48):
them.
They were totally out of myscope, but I knew they needed
some help and guidance.
So I would refer.
I had a few that I would workwith and I would send a few,
always send these referrals tothem.
They appreciate that becausethey signed these people on as
clients.
So they're going to rememberthat when they need somebody
they'll call you.
So you know it's it's helpingthem, giving them referrals and

(27:09):
you're also helping that personthat you can't help on the phone
.
They will reciprocate andthere'll be a great referral
source if you offer them.
As I said, we probably hadanywhere from 10 to 15 clients
with them ongoing they.
I feel that once they startusing you and they like you and

(27:33):
they just call you.
They don't call a lot ofdifferent agencies.
So if you can get in with themand get in a good relationship
with them, they're just going tocall you.
They're not going to call ABCcompany, they're going to call
you because they knew you werethere to help them.
No questions.
Everybody's so quiet on thisFriday Hope you're soaking it
all in.

(27:54):
Lisa, you got anything.

Speaker 2 (27:56):
No, this is all great information, definitely.

Speaker 3 (28:01):
So next week.
I'm really excited.
So this is a two-part series.
So I worked personally withKathy Jacobs.
She's a certified care manager.
She's going to be joining us onJune 7th.
She had a team of around 10.
We were just.
It was a great marriage.
We were great partners.
She is going to be coming nextweek and answering questions and

(28:25):
telling us what she looks forin home care agencies and how
she, you know, finds referrals.
So we just thought it would bereally good to have somebody
have her come and talk and speak.
She's certified by the NationalAcademy of Certified Care
Managers and is an advancedprofessional member with the
Aging Life Care Association.

(28:47):
She's also a certified agingand place specialist through the
National Association of HomeBuilders and Easy Essential ALZ
certified by the Alzheimer'sAssociation.
She has extensive experienceworking with people with
disabilities and those withchronic interterminal illnesses.
She holds a bachelor's degreein psychology and she has an MBA

(29:09):
from the Simon School ofBusiness here in Rochester
focused on healthcare operations.
She also holds a gerontologycertificate from St John Fisher
College.
Kathy has a heart of gold.
Even if somebody can't affordsomething, she'll help you.
I mean, I know they'reexpensive, but they're in the
business, just like we are tohelp people, so she will.

(29:29):
If she can't help this person,she will somehow.
She's even offered freeservices.
So I mean, they're not.
I know they charge a lot ofmoney but you know, with the
services they're giving, it'sworth it.
So we're really looking forwardto that, and so we came up with
some questions that we're goingto ask her.
So these are a few questionsthat we're going to be asking

(29:50):
her.
Why do you think home care andgeriatric care management
partnerships are so effective?
What are you looking for in ahome care agency?
Once you start working with ahome care agency, do you
consistently refer to the samecompany?
If so, why, and who do youcommunicate with regarding
client needs on home care teamand with your home care team?

(30:12):
We're also going to haveKathy's also going to send us
some of some other questions andand things that she'd like to
maybe answer.
Have you answer for her?
But we're really lookingforward to it.
It's going to be great.
I hope you know.
I hope you got some goodinformation.
I hope you can connect withsome geriatric care managers
because, like I said, it's thehidden gem of referral sources.

(30:33):
Any questions?
You guys are all so quiet.

Speaker 1 (30:41):
I have some questions .
I don't have questions.
Actually, I'm not going to behere next time.
We do this, so I thought Iwould just add a little
perspective.
Sure, the very first time I everstarted a business my little
entrepreneur spirit,entrepreneurial spirit, that's
hard to say I was a geriatriccare manager.

(31:01):
So I started out as aregistered nurse blah blah, blah
, blah blah.
I worked in the hospital, Iworked in case management inside
the hospital and I worked incase management for Blue Cross,
blue Shield.
So I got both sides of the coin.
I got to see what it's like tokick people out of the hospital,
which I didn't do, by the way.
I was very liberal on like juststay for another three days, I

(31:22):
would approve anything.
But back then we made rounds asthe insurance company.
I don't know if they still dothat.
Anyway, after that I decided todo care management and get out
of the hospital setting and justdo it on my own.
So I started a little caremanagement business.

(31:46):
I still have my first newspaperarticle that was written about
me in a little local paper andanyway.
So I don't remember.
This is before big internet,okay, so that's how old I am.
This is 30 years ago probably,uh, but um, uh, I I have this
little story about this.
So back then oprah winfrey wasreally popular.

(32:06):
Oh, the oprah winfrey show.
Like you watched the oprahwinfrey show at four o'clock and
that was the end of it, you didnot miss the Oprah Winfrey show
.
That was, that was oh.
So she was a super, super,super, mega star and everybody
wanted to be on the OprahWinfrey show.
So one day I am and this isalso in the days of bag phones I

(32:29):
had a bag phone, so I hadcalled my home phone to listen
to the messages God, I'm soancient.
I called my home phone tolisten to see if I had any
voicemails, and I did.
And somehow or other I got avoicemail from a producer at the

(32:51):
Oprah Winfrey show.

Speaker 2 (32:53):
Oh, so I'm just driving down the highway going.

Speaker 1 (33:00):
You know, I'm at the jackpot, I'm going to be a
millionaire, I'm going to be onthe Oprah Winfrey show.
That is not exactly how thatworked out, however, so, um,
they get that worked out,however, so, um, I think I freak
her.
Well, I would have settled fora sweatshirt, but I don't even
think I got that.
So, anyway, um, I so I got homeand I called this guy back.

(33:23):
I even remember his name wasTom and I called him back and he
said how can I help you?
He said, well, here's what Ineed for the Oprah Winfrey show.
And I called him back and hesaid how can I help you?
He said, well, here's what Ineed for the Oprah Winfrey show.
And I mean, I'm just like inheaven.
I'm like, whatever you need,I'm giving my firstborn kid.
I don't care, just put me onthe show.
I want to be on the show, Iwant to meet Oprah Winfrey.
He said I need, we need thatwe're looking for and we cannot

(33:47):
find this and we've searchedeverywhere.
Keep that in mind.
We are looking for a family,specifically with a senior who
is currently living alone athome, who should not be living
alone at home, and the familyknows it.

(34:10):
And then I went deflated and Isaid, ok, well, the reason
you're not finding that isbecause no senior is going to
get on, who's still got theirmarbles about them is going to
go on the Oprah Winfrey show andno family, probably in front of

(34:30):
millions and millions, like 32million people every day, and
say, here, I am at home, but Ishouldn't be living alone.
I should no longer be livinghere, but I am.
Nobody is going to say that.
So that's what they wanted issomebody would come on and say,
yeah, no, I shouldn't be livingat home alone, but I am, and

(34:51):
there's no one.
They were, it was at home alone,but I am, and there's no one.
They were, it was, it was.
It felt, it felt creepy.
At that point I was like, no,you, you know you can trick a
senior into saying that, butyou're not going to get someone
who doesn't have dementia toreally say that, especially if
their family and their familywould be mortified if they
thought, you know, they'd bekind of blamed right For not

(35:14):
taking care of their seniors.
So they were calling caremanagers to find this needle in
a haystack.
That would come on in front of32 million people and say this.
So, needless to say, I did notgo on the Oprah Winfrey show.
Oh my gosh, I was like no, I,yeah, we, yeah, we I get it, but

(35:36):
too bad.

Speaker 3 (35:37):
I watched it every day four o'clock too yeah, so I
anyway.

Speaker 1 (35:41):
I know there's some questions here, but I just want
to say, as a care manager um, Iit was almost always someone who
had no one, or someone hadfamily lived out of town and it
was really important to me tohave the right home care agency
involved.
It was really important to thatfamily too, and I and as a care

(36:03):
manager, I was felt veryresponsible for the quality of
that home care.
So I was, it's it.
You know, you kind of get intothis position where, if you
don't know the home care agency,you're going to be a little
overbearing at first because youwant to make sure that
caregiver is doing the rightthing.
But once you find that homecare agency that you know you

(36:24):
can trust with your clients,that's it for me.
Make my life better because I'mthat, I am a substitute
daughter at that point, and thatis exactly how I felt as a care
manager.

Speaker 3 (36:40):
Speaking to that, Valerie, it's so true because we
had certain care managers.
When we heard their name, we'relike, oh it's, it's Jen, Okay.
Make sure you put the bestpeople, but I mean we knew that,
they knew what she wanted.
I mean, cause they didn't want,they wanted this type of
caregiver.
But then, once they know, youknow how to work with them and

(37:02):
they you know, it's so truebecause they take ownership and
taking care of this person.
You know, and they'll call youhey, you had a caregiver here
they didn't have.
They're here all day.
They're not even emptying thegarbage.
What's going on?

Speaker 1 (37:12):
They were like our boss, so yeah, yeah, you have to
play nice.
You definitely have to playnice.

Speaker 3 (37:24):
All right.
So Kim had a question.
She said how do if you havedone a lunch and learn for a
hospital?
But I have, but have receivedno feedbacks or referrals?
I've sent three follow-up textsletting them know we are here
if they need us and nothing.
What should my next move be?
Well, that's not unusual.
First of all, no, not at all.
We're busy.

(37:45):
You did the lunch and learn,you gave them your information.
Just keep going showing yourface.
Maybe don't send the textanymore.
If you sent three texts, maybestop in, bring a little cookies,
or bring your little you knowhome box or some brochures, but
just stop in.
Hey, how you doing.
The luncheon room was great afew weeks ago.
Any of your patients needdischarging?

(38:07):
Can I help you?
So it's kind of just alwaysgoing back.
Don't feel discouraged if theydon't answer you, because
they're busy and you know, mosttimes after you have that
in-service you don't hear backfrom them.
Would you agree, lisa?
I mean.

Speaker 2 (38:23):
Yeah, you could also offer you know another
additional topic maybe andsomething else that you want to
tell them about, that you do,and just incorporate that too,
but I would definitely not giveup.

Speaker 3 (38:35):
keep going in and showing your face and keep going
, you know, let them know thatyou're still there, yeah, and
instead and I would be like faceto face if you could stop in or
if you can't go in, it's ahospital, sometimes they're
weird about that Leave somethingwith at the social work office
with her name in a bag and thena follow-up email hey, I left
you, you know, just so I couldkeep remembering you and

(38:58):
staggered your information too.

Speaker 2 (39:00):
Like, you know, you go one week and you're you take
something about how you helpwith 20, 24 hour care or
something you know, and then thenext week bring something else
and you know, make sure thatyou're you're, you know, taking
just maybe a few brochures out,and then you know, make sure
that you're you're, you know,taking just maybe a few
brochures out, and then you havea an excuse to get out there
every single week or, you know,as often as possible, at least

(39:22):
every eight to 10 days becauseI'll tell you they forget you
and I always remember I'd goafter a couple of weeks and then
a couple of days later I'd geta referral because oh, annette
was here from blah blah, blah,you know.

Speaker 3 (39:35):
So they remember you, it's, you know.
They're just busy.
Taylor asks where do thegeriatric care managers?
Where do geriatric care managerget their clients from?
From everywhere social workersI had a slide in there with the
attorneys home care agencies,assisted living, memory care.

(40:00):
So they get them from all thesame, pretty much the same
referral sources that we getthem from Pretty much.
But they're definitely, Idefinitely would highly
recommend trying to connect withsome, because I really we loved
when we would get referralsfrom our geriatric care managers
because we knew it was going tobe a good case and good hours,
okay.
So what do we got next?

(40:23):
So we got Lisa.

Speaker 2 (40:25):
Oh, and I think, Abe, did you have a question.
Did you want to ask?

Speaker 1 (40:28):
I have a question.

Speaker 3 (40:29):
My question is yeah is there a, an associate like?
Is there a convention, possibly, where they all get together in
one place, you know?
So, uh, you can walk throughthe room and possibly you know,
meet about 10 of them in onenight.
I think you have to be a memberfor you have to be a member for
the Elko Association.

(40:49):
That's where they have a lot ofmeetings.
But you know they do yeah, orthey're yeah.
They do Sometimes, like here,we would have home fair health
fairs at the hospitals and theywould have a table.
So if you, you know, if youhave any home, you know home
health fairs that are availablein your location.
We would see geriatric caremanagers there.

(41:10):
They're kind of like hidden.
They work from home.
They're in the field.
So you know, you got to try andconnect with them.
I used to try and meet withthem.
You know, go to their office orinvite them out for coffee
one-on-one.
That was a.
That's how I had a lot of luckconnecting with them.

Speaker 1 (41:28):
If you go to that, if you go to that Aging Life Care
Association website for nationaland conferences there and
probably a list of theirregional I think they used to
divide it up by like Midwest andNortheast they would have
regional groups and then theywould have a regional conference

(41:51):
and they would invite vendors,but they probably they wouldn't
invite attendees that weren'talready part of the association,
but but maybe a vendor, thespeakers and vendors.
So go to that website, startthere and then drill down to
your area and you might be ableto.
Also, we used to have a coupleof groups that met called social

(42:13):
workers and long-term care, andthe care managers would often
be there, regardless of whetherthey were a social worker or not
, but they would go to that andthey would go to uh, we had one
had one called breakthroughcoalition and they would go to
that, which was anybody insenior care so that's kind of
local networking groups

Speaker 2 (42:33):
okay, there's also a like a fiduciary, uh, like
convention as well, and theyprobably have like affiliate
memberships or something likethat too, a or affiliate,
something or others yeah, on topof being a vendor thank you for
the information great any otherany other questions before lisa
goes through?

Speaker 3 (42:51):
her cool summer leave behinds.
Any other questions before Lisagoes through?

Speaker 2 (42:57):
her cool summer leave behinds.
Cool summer, leave behinds.

Speaker 3 (42:59):
Cool summer leave.
Lisa is so creative.
Wait to see him.
I love him.
Go ahead, lisa, okay.

Speaker 2 (43:04):
So June National Hydration Day, and I did this
one last year too.
But you know, a lot of us arerunning and running and running
and we forget some importantthings like drinking water, and
so I think that if you add alittle to it it makes it a
little easier to get down.
But this one for June 23rdWater is Life.
You add the flavors, stayhydrated on us, and so you can

(43:27):
add any message you want here.
But I just think this is cute.
You know, you slap your stickeron there with your logo and you
can kind of maybe tie a ribbonaround this water bottle hole,
punch the leave behind and thenadd, you know, those little like
sticky circles, like littleglue circles.
You can just kind of stick thaton the water bottle with maybe

(43:48):
one of these little drinkpackets and you can take that
out to one of your like socialworkers or something, or you
could take it like a whole caseof water and maybe like a box or
two of these little packets.
And, you know, just make itlook cute and take it out and
just say we care about you, wewant you to take care of
yourself and, you know, drinksome water.
Happy national hydration day.
And next slide, oh, and all thelike links to.

(44:11):
So if you don't want to have tosearch for these things, you
know there's links to Amazon andthen the links to the Canva and
Google Docs where you can makethese changes and make them your
own with your logos andeverything.
So each of those pages willhave that June.
You know.
All we have is now June isAlzheimer and Brain Awareness
Month.
Again, you can create somethinghere.
You can say our caregivers areskilled in, or our caregivers

(44:34):
know what it takes to take careof someone at home who is
experiencing these things.
Next slide yeah.
And so you can take theselittle they're large print
paperback brain games like wordsearches and crosswords out.
You might have some leftoversfrom our May Older Americans
Month giveaways, but I thinkthese are really, really cute.

(44:54):
And just remember to print outsome stickers with your contact
information, your logos, andmaybe slap them on the front,
back or even inside so they knowwhere these are coming from.
And then your standard siliconebracelets.
They're purple, really cute andinexpensive.
There, this one's my favorite,because nobody cares that it's
National Lobster Day on June15th, but we can use a little

(45:17):
play on words here and say, callus now for snappy discharges
and be home in time for dinner.
So I think this would be reallycute.
Just take it out, maybe again,just hole, punch this with a
little ribbon or something, andthen to give away with this you
know, snapped Cheez-Its kind ofa play on words there or your
healthier alternative, theHarvest Snaps.
You could take a few out, or,you know, just pair those with

(45:40):
that, leave behind, and I thinkit's just really cute.
Next one celebrate Father's Day.
You don't have to give this toall the men or people who you
think are fathers.
They don't have to be.
We're just celebrating the day.
Take this out, just let themknow that you're here.
It's just another reason,another excuse to go out and
talk to those social workers oranyone that could possibly be a

(46:01):
referral source.
And I paired them with.
You know, get a little bag, acute bag with a ribbon on top.
Throw 10 of these root beerbarrels in there, add a key
chain, boom.
You're good to go, and you canpair this with anything.
It's cool to care.
Keep cool on us.
Again, you can add anymessaging here that you'd like,
but you know you don't want tofreeze these because you're

(46:23):
going to be driving around allover the place, and so you want
to keep these as they come toyou.
But you know again, a littleribbon, a little hole punch, add
your logo here and take thisout and your social workers and
anyone else that you're visiting, your care managers, they will
put these into their freezer anduse them later.
They'll eat them when it's hotoutside or use them for

(46:43):
something.
Celebrate our independence since1776.
So July 4th is also coming upand I think this is a kind of
one of those things that we doevery year.
You can pair this with a littlelapel pins of the flag and a
little these handheld Americanflags.
I had one in my at my desk, inmy pencil holder, forever and a

(47:04):
day, and I just loved my littleAmerican flag.
And we do have Canadian clientsas well, so I did want to
create something for them.
Um, just to honor them and letthem know.
You know, happy Canada Day, andsame lapel pins and handheld
flags there for them.

(47:24):
August.
August is National WellnessMonth, and so a couple of takes
on wellness month.
So this one here, and I lovethe little reminder.
You know, tie a string aroundyour finger to remember to take
care of yourself.
So research shows self-carehelps manage stress and promotes
happiness.
So take care of yourself, evenif it's just walking outside for
10 minutes and taking a deepbreath.
But here's the twine, here, thelink to that.

(47:46):
It's a little eye under eyemasks, for you know, just relax
for a couple of minutes.
Shower steamers you can pairagain, pair this with lots of
different things, and the showersteamers are like individually
wrapped.
So are the eye masks.
Another one prescription forself-care must take a 10-minute
break, preferably outside, takea deep breath, pop open one

(48:08):
capsule for maximum wellness,and I'll show you what these
little capsules look like.
They're super cute, they come,they.
No, that's the wrong side,sorry.
There are little messagesinside these pills and they are
just positive affirmations forthe day, and so just little cute
messages.
So you know, grab some of theselittle bags, maybe hole, punch

(48:29):
this, leave behind, run theribbon through there and add
like three or four of those.
Maybe you add a shower steameras well or something else that
makes sense, and just take thatout and show your folks that you
care and they need to just takea break.
The importance of exercise,promoting health and wellness.
So here I'd put a littlemessage that you know we're

(48:51):
trained in guiding patientsthrough their prescribed home
exercise regimen, called today.
So we want them to know thatyes, we can't, you know, do
those exercises for you really,but we can guide you through.
Our caregivers can help withthis when you go home from a
sniff, or your PT will continue,because we'll guide you through
that little one sheet that theyusually send home with you and

(49:15):
then you can use these littlemotivational stress balls.
There's some bracelets too thatI didn't add just because they
didn't look good on the slide,but there's 72 pieces total, so
36 each is little stress ballsand they have cute messaging and
the bracelets kind of mirrorthat.
Again, same baggies, just youcan reuse these over and over.
We have a trillion of thoselaying around.

(49:35):
Um, august is also also nationalsafe at home week.
Let's light the way you know.
Call now for a free, free homesafety assessment.
I found that when I could getout to do an assessment, almost
every single time would I getsomeone to sign up for care.
So that's just a cute littlething to mention.
You know, hey, 24 hour homecare, home home safety

(49:58):
assessment.
And then I just paired it withthese little, these little
flashlights here.
They're key chains.
You can slap your logo ontothis.
I did see and I said this likelast week too, but I did find
some cute lights you can kind oflike stick to anything, and so
I was thinking that that wouldbe really cool for like, even if
it's just one step up to just,you know, make it a lot safer in

(50:20):
the home.
So it might be like somethingyou could use that people would
know you for.
Last one, this was used byAnnette actually, and I just
changed it around and made itmore of a handout leave behind
but coffee time on me and youand you can redeem by text only
to set a date.
This is super cute because youare taking this out to and you

(50:40):
could bring coffee to someone orschedule something outside of
the facility or community thatyou're going to.
But this is a great way to getin front of okay, a, get in
front of someone one-on-one andB or two to get the social
worker's cell phone number.
So now you guys can text backand forth and that is gold right

(51:01):
there.
If you can text the socialworker and they text back.
I mean, what more could you askfor yeah, and I think that is
all of the lead behind that's it.

Speaker 3 (51:10):
Yeah, and then sometimes I would, you could
also um kind of switch it up alittle and say give me your
coffee order and bring them.
You know what their Starbucksorder is.
Um, I would put these in littlethank you cards sometimes and
they would text me and say oh,that is so cute, I will have a
Starbucks.
Blah, blah, blah you know, soit's kind of it works if you

(51:32):
have nothing, you know nothingelse to do.
I would always have these in mydrawer.

Speaker 2 (51:36):
Yeah.
And you could write a littlehandwritten note, like you said,
find some really pretty, maybelike a really pretty envelope,
maybe, like I found these ones,but I didn't know what size they
were and they had like a goldribbon kind of on the left-hand
side and it was just so pretty.
That would be cute Littlehandwritten note.
Love to you, know, have coffeetalk with you or something,

(51:57):
something cute like that.

Speaker 3 (51:59):
Great.
I can't believe we're in summeralready, but these are great
ideas, thanks, okay.
Well, thank you everybody forcoming today.
We hope you make it on June 7thto listen to Kathy Jacobs.
She's great.
I think we're just going to bea really great speaker and we're
really looking forward totalking with her.
If you don't have any otherquestions, you know we were

(52:22):
happier here.
You have a great Memorial dayweekend.
Thanks for coming and pleasekeep coming back, cause we'll be
sharing a lot of great stuff.
Yep, glad to see you guys.
Have a great weekend.
Have a great stuff.
Yep, glad to see you guys.
Have a great weekend.
Have a great day.
Bye.
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