Are you ready to make plans to open your own... Learn from experienced practitioners and specialists on topics you need...

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 &
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
• 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
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
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,
• 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
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