10 Reasons to Ditch Paper and Reap the Advantages of a Database

May 31, 2022

GCM ‘s Using Paper Bad Business Decision

What are the advantages of a database for care managers?Some care managers still function on paper instead of using a care management database. That is a bad business decision. A paper record is easily exposed, letting anyone see it, transcribe details, make a copy or even scan or fax the information to a third party. In contrast, electronic records 0r a database can be protected with robust encryption methods to keep crucial patient information secure from prying eyes. Keeping your patients’ records secure involves much more than controlling access to confidential information. You also need to make sure that the data will be available under worst-case scenarios.

The Advantages of a database- easy to give clients gold standard service to make more money.

The advantage of a database to care managers, is you retain clients by arming your care management staff with the most user-friendly fully loaded client database. This makes their gold standard concierge care so much easier to deliver. This gives your business a more profitable bottom line in running your business. So spending money on a client database makes you more money and saves you time while making that money.

What are the advantages of a database for care managers?

1. Using a database rather than paper will increase your revenue by 30%. You enter case notes and billing in real-time rather than hours later when you get back to the office when you forget the exact billing time.

2. Improves the quality of care… for your client by being able to quickly document and used the saved time for working with your client.

3. Speed and Efficiency. ..when a team member needs to share client information with other team members, it should be easy and a database makes this sharing fast

4. Improves communication… between you as a care manager and other healthcare professionals you work with within the community

5. Saves time and money… getting rid of the extra work and time of double-entry,

6. Legibility and Accuracy. .. enhancing the readability, availability, and easy accessibility of information

7. Comply with courts …if your notes are requested by the courts they are readable and organized as geriatric care managers work with many dysfunctional families where there is often fiscal or physical abuse ending in the courtroom

8. Protect the environment … by not generating tons of paper which is critical now with climate change

9. More Space… Computerizing a paper system can create additional space, as there is no longer a need to store a large volume of paper records or files. …

10. Reduces cost… by not paying for storage space to keep 7 years of client information in written form for IRS requirements

Join me for my Latest Webinar

Smart TECH Solutions to Wire Your Care Management Business for Profit

Join me for my Latest Webinar

Hear Care Management CEOs of GCM software tell you what are the features and benefits of their software

WHEN Wednesday, July 5, 2022

WHAT TIME_2 PM-3:30 PM Pacific Standard Time

SIGN UP

Presented by Cathy Cress MSW – Handbook of Geriatric Care Management

We will Cover

What you need in a website

Why you need content marketing
How to shoot videos for your agency
interviews with CEO’s major care management software platforms
What are easy-to-use social media sites
How to shoot videos for your agency
Critical software programs that make care management information flow
What you need in a website
Why you need content marketing
with 1-1 interviews with CEOs of major care management software platforms
interview with Natasha Beauchamp on content marketing forALCA members

SIGN-UP

GCM Operations Manual Class Certified 57 CEU’s NACCM

May 23, 2022

Video -Learn Business Skills to Start a Geriatric Care Management Business!

May 6, 2022

What Business Skills Do You Have in Starting A Geriatric Care Management Agency?

Starting a Geriatric Care Management Agency does not take simply clinical skills but also business skills. Only 3% of geriatric care managers now have business skills because most are in the health field, nurses, and social workers. So it takes business skills you would get in an MBA to start of GCM business. What are those skills and how do you get them without an MBA?

GCM ALCA billing skills to develop a billing system that allows you to bill 85% of your time, control your cash flow, and invoice promptly to make a profit
GCM financial forecasting skills to develop a 3-year financial forecast using an excel spreadsheet to track your basic profit and expenses and to track the number of clients and billable hours needed to break even make a profit, pay back loans, hire new staff, and take a salary yourself
GCM organizational design skills to create your business flow chart and job descriptions, and outline how power flows down your staff to deliver gold standard care to clients
GCM marketing survey skills to pinpoint your area’s upper 10% clients and 3rd-party referrals to market, to make your business profitable
GCM competitive analysis skills to set the fee per hour your market will bear for your services and to gather information from each, to position your services vs your competition’s so clients will choose you
GCM timeline skills to identify and list (in a manageable, doable order), majortasks to complete before you open your business
GCM business planning skills to write a 13-part business plan to create a blueprint of measurable goals for your business’s financial success
GCM marketing skills to create a marketing plan to develop lead sources, conduct lead generation, launch social media, and conduct content marketing to gain new customers
GCM sales skills
position your agency to sell your menu of services benefits to 3rd parties and clients through cold calling, 1-1 sales meetings, and inquiries, by knowing how to close the sale and sign the contract

If you do not have all or some of these skills, check out my Online GCM Business Class which includes 10 modules teaching you all these business skills to start your GCM Business including two modules on critical financial management so you do not go under and lose your dream start-up

Includes MY Geriatric Care Management Operations Manual and Forms Manual at no cost

Find Out More

CHECK OUT OUR GCM BUSINESS CLASS

Want to Make a Profit in an Care Management Business Home Care Business ?

April 20, 2022

Do You Want to Make a Profit As a Private Care Manager?

Do you want to make a profit in care management or home care you have to learn how you will make money? It must be serving VIP clients. You may start it to reach seniors in need. But, the reality is making a profit comes from serving the upper 10% or Concierge and VIP clients who can afford private pay. If you have a business and you are an entrepreneur, you need to understand” profit” and how to handle money and “like it”. Many GCMs do not understand this. They end up going out of bankrupt

Do You Know the Customers You Want to Serve?

To make money you must choose to go after the right customers. To start a Geriatric Care Management business PLUS to write a major section of your GCM business plan,

you must describe ” that customer” you intend to serve -your market assessment or opportunity. It tells you and investors whether you will have enough customers to make money.

The VIP or Concierge client in the upper 10% is the customer you want. Why – Medicare does not pay for Geriatric Care management or ALCA services or Home Care . Only the top 10% can afford to pay you privately at 4-6 K a month for home care

Do a GUT CHECK

To make money you must choose to go after the right customers. To start a Geriatric Care Management business PLUS to write a major section of your GCM business plan,

you must describe ” that customer” you intend to serve -your market assessment or opportunity. It tells you and investors whether you will have enough customers to make money.

Start with a definition of your ideal client. Example: A woman, 85 years old with chronic care needs who has an income or liquid assets of $500,000 or more. In other words, you must serve the top 10% to make money and thrive. Are you comfortable with this as an entitled demographic as a social worker or RN? Do a gut check now

You want to list the customers who will reward you the most financially.

How many of these ideal clients are in the area you wish to serve to make a profit? You

need to do an analysis of the age and income levels. Generally, geriatric care management customers are over age 85 or are disabled younger people with incomes in the range of the top 10% in your community. Your customers are also the local overstressed adult children of clients, long-distance caregivers with family members who need help and live in your community, and third parties like Trust Officers who may hire you as a GCM such as trust officers, attorneys, conservators, or guardians.

Know how you can make money by doing market research hot mapping & the census

You need to do market research to define the size of the market in the area where your business will be located (e.g., how many people over age 85 live in, Modesto, California, how many third-party target markets such as trust departments are in the town)?

This type of demographic information may be available from U.S. Census Bureau reports local Area Agencies on Aging, local chambers of commerce, local hospitals, and even members of the local media who have done their own surveys. You can use the Internet to retrieve U.S. Census data in your area, and in addition you can Google your State Department of Aging or Department of Finance and then find all senior services that may have data on older people in your area.

What is hot mapping?

You can also do hot mapping. A zipcode heat map outlines the boundaries of each zip code in your data set and helps you see the insights buried deep inside your numbers like where people with the highest income live in an area

Join me in my newest FREE Webinar

How to Find Concierge Clients Who Can Afford You

WHEN Tuesday, May 17^th, 2022

WHAT TIME_2 PM-3:30 PM Pacific Standard Time

What we will cover

Why only top 10% can afford private pay care management.
Who Are the 5 types of VIP/Concierge Clients?
Sales Using Benefits Not Features to ALCA -GCM 3^rd PARTIES
Understand how to find VIP Concierge Clients Do hot mapping & Market Studies
How to Use Free Public Relations ( PR) to Find Adult Children of VIP Clients
How to create or revise a Concierge Geriatric Care Management Strategic Marketing Plan

SIGN UP

REGISTER NOW TO FIND VIP & Concierge Clients

After registering, you will receive a confirmation email containing information about joining the webinar

Subscribe to my Care Management YouTube Channel to find out about finding & working with VIP private care management Clients

Why Would 3rd Parties like Conservators or Guardians Use a Care Manager ?

March 7, 2022

Why Would a Conservator Hire a Care Manager?

Why would third parties like conservators or guardians use a care manager and why do you need to know this? First, you need to create a practice that meets the needs of major referral sources like conservators, the term we use in the west or in the east a guardian. Adult children, call you to start services on their own but a conservator calls you directly.

Why would third parties like conservators or guardians use a care manager? A conservator or guardian has the legal choice in hiring a geriatric care manager or ALCA member. But conservators need to know what you will do to benefit them with their clients if they are to work with your agency. This means how will you benefit their practice. On the feeding chain of referrals, conservators or guardians can be one of your most important sources of income for your business. You have to deliver what they need in benefits to make money.

Benefits and Features

Conservators need to know what you will do to benefit them with their clients if they are to work with your agency.Features and benefits are very different. Features often directly address common problems experienced by users. Benefits are the outcomes or results that users will experience by using your product or service – the very reason why a prospective customer becomes an actual customer.

Why would third parties like conservators or guardians use a care manager?Conservators need to know what you will do to benefit them with their clients if they are to work with your agency

A conservator is a legal entity that manages money and the legal guidelines of the conservatorship are often because of undue influence. A geriatric care manager is a health professional who specializes in the physical and mental issues of an older person. So care managers benefit a conservator or guardian by monitoring and arranging the care of psychosocial and health care issues of older conservatees.

Help with Dysfunctional Families

Why would third parties like conservators or guardians use a care manager? Conservators often work with the very dysfunctional families of the conservatee. However many guardians or conservators have financial rather than psychosocial backgrounds. Therefore the benefit of a care manager is they are skilled in interceding with dysfunctional families and can take the conservator off the hot seat. Care managers benefit the conservator by intervening with a difficult family and addressing the client’s needs, symptoms and defenses to protect the conservatee, for the guardian. This is a great benefit to the conservator, who often does not have these skills.

Some other examples of benefits you bring to a conservator

You can act as a ‘medical information hub,’ attending doctor appointments and providing the conservator with physician notes, current vital signs, medications information, and treatment directions.
You can assess whether care in a facility is delivered as contracted by the conservator.
You monitor the physical and mental health issues of an older person and report back to the conservator
You can staff a conservator’s case with excellent care providers if the conservatee needs caregivers at home or in a higher level of care

How Do you Sell Your Services to a Guardian or Conservator – Benefits

SIGN UP FOR MY FREE WEBINAR

Sell Benefits, not Features &Grow Your$ Bottom Line

Even if you cannot make the class if you sign up you will get a recording the next day

When: March 15, 2022
2 PM-3:30 PM PST
Learn

A feature is a fact

A benefit tells customers advantages of those facts

Find out More

YOU WILL LEARN

How to create a winning sales pitch to a third party

The difference between selling features vs benefits

How to sell benefits of your services for each 3rd party

What Benefits make your sale to conservators or guardians wealth managers, elder law attorneys, and concierge physicians to get referrals for new clients

The Benefits that make your sale to upscale Assisted Living, accountants, financial planners, Hospice

Step by Step how to set up meetings with 3rd parties to make the sale

Even if you cannot attend you will get the recording of the webinar the next day if you sign up

SIGN UP And Take of One-time Low price offers of Classes

Our GCM Operations Manual Class now Certified for 57 CEU’s from NACCM

Find OUT MORE

By taking The Class You Can Be Certified for 57 CEUs from NACCM/ALCA or 3 CEUs from any of the 19 Classes you choose

Your Own Agency’s Geriatric Care Management Operations Manual IN 12 MONTHS ·

FIND OUT MORE

As an online student in this course, you will be Certified for 57 CEUs from NACCM while learning to use the MY Geriatric Care Management, Operations Manual. Purchased with the class to: ·

Make your business more scalable to grow and expand

LEARN MORE

LEARN MORE ABOUT My GCM OPERATIONS MANUAL CLASS

Find Out More

Contact

Connect with Cathy

Get Cathy’s “10 Critical Success Steps to a Profitable Aging Life or GCM Business”