Are you ready to make plans to open your own Geriatric Care Management Business? Learn from experienced practitioners and specialists on topics you need to know. Building a Geriatric Care Management Business Led by experts. 7 sessions. Via teleconference & joinme.com. Wednesdays, Oct 8 – Nov 19, 2014 1 hour + 15 min Q & A All sessions begin at 4 pm ET, 3 pm CT, 2 pm MT, 1 pm PT $369 for the series of seven sessions. NAPGCM is offering a comprehensive curriculum in a small-group format – limited to 12 participants. • Each participant will be provided with copies of course outlines, PowerPoint presentations, and presenter handouts. • All teleconference sessions are recorded. Audio recordings will be made available to all participants. Oct 8 - Section 1 - What Defines a Care Management Business – Jullie Gray, MSW, LICSW, CPG, CMC, Aging Wisdom, Seattle, WA • Review NAPGCM Code of Ethics & Standards of Practice • Small Business Development Resources • Writing a Business Plan • Writing a Mission Statement Oct 15 - Section 2 - Financial Development of your Business & Insurance – Amy Cameron O’Rourke, MPH, CMC, Cameron Group Care Management, Orlando, FL and Holly B. McGlinn, CPCU, AU, Alcott Insurance Agency, San Diego, CA • Business structure options, tax advice, methods of payment – selecting a small business accountant and insurance advisor • Establishing small business checking account, business loans – selecting a bank • Filing paperwork for business legal structure, filing fictitious name application, obtaining tax ID number - selecting an attorney • Financial Projections • Workers’ Compensation, Care Management Insurance, Auto, Property, Liability, Health, Professional Liability • HIPAA Compliant Security System 3275 West Ina Road, Suite 130, Tucson, AZ 85741 p 520.881.8008 f 520.325.7925 www.caremanager.org Oct 22 - Section 3 - Business Management and Economics – Vicki Karlovich, BS, LPN, CMC, Karlovich & Associates, Joplin, MO • Business Structure • Developing a Budget • Selecting a Billing Software • Client Billing Structure • Payroll Oct 29 - Section 4 - Marketing – Tasha Beauchamp, MSc, Webmaster Research Scientist, Elder Pages Online • Market Analysis • Developing a Website • Advertising Strategy Nov 5 - Section 5 - Documentation – Liz Barlowe, MA, CMC, Innovate Today, LLC, Seminole, FL • Forms specific to Geriatric Care Management • Computer-based Documentation Systems Review • Initial Assessment and On-Going Care Management Agreements • Emergency Preparedness Protocol • HIPAA Compliance Nov 12 - Section 6 – Making Referrals Stick: Growing Your GCM Practice – Emily Saltz, LICSW, CMC • How to convert referrals to clients • Practical techniques for defining and marketing your services • How to increase success rate in opening new cases • Challenges and barriers to converting calls to clients • Guiding principles and Role Plays Nov 19 – Section 7 – Dialogue with Voices of Experience • Bring back questions to the group and moderators • Submit questions in advance for further discussion • Find out where to find more resources • Your chance to get the answers you need from experience geriatric care managers IMPORTANT NOTES: Group is limited to 12 attendees, in order to allow time for group discussion and Q & A. Spaces are filled on a first-come, first-served basis. Toll-free conference call-in number provided. No registration for individual sections allowed. All sales final. No refunds. 3275 West Ina Road, Suite 130, Tucson, AZ 85741 p 520.881.8008 f 520.325.7925 www.caremanager.org