Webinar: The NEXT Step in Senior Living

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Webinar Transcript:

Hello, everyone. And welcome to this edition of our leadership forum webinar series. Really great to have you with us today.

I am your host, Mark Anderson, licensed assisted living director, and chief client officer at Eldermark.

Happy to have you with us today. We have a really good agenda, for this session and very excited about it. Just a couple things. If you're new to this forum series, this is a regularly scheduled webinar series, and these are designed to help those in leadership positions learn about some of the more recent technology advances that are out there that can help us achieve our goals as senior living leaders.

We also share information and resources relevant to our work and support each other in our work as well. If you have any ideas for this webinar series, they are welcome. Drop me an email.

Before we begin, just a couple things on a technology update, I always do this.

Two of the things we're gonna highlight today are The ElderSmarts, our analytics as a service. This is our new data management system.

And this system is amazing. It provides prescriptive and predictive analytics for our customers within various templated and customized or config especially configured content sets, who would love to, share more about that with you. Let us know, any of us here at Eldermark will connect you with the right product champions get you some information about what elder smarts can do for you and your organization.

And then just secondly, Eldermark NEXT, That's gonna be kind of the focus of today's webinar. This is our new, advanced and user friendly solution for senior living.

I won't say much more about it here because that's what we're gonna talk about, for the rest of this session.

Alright. So before we begin, just a few quick notes, about the webinar, you will remain muted during this webinar session Please use the question feature on the control panel to submit your questions and we'll get to questions as time permits. We anticipate there to be a lot of questions today, so we'll work our best to get at those.

After the, the webinar adjourns, you will get a link to the recording of this webinar generally within about twenty four hours or so after we adjourn.

You're welcome to contact myself or any of our presenters directly via email, about any further questions or sharing information in our comments, about this webinar or any webinar in our series.

And so with that, let get into today's topic.

I'll be facilitating kind of a a dialogue here with our panel Today, we are exploring, Eldermark NEXT and having a discussion here about how we got to this point in the development of Eldermark NEXT, and what we see it's going to mean for the senior living business line. Our panelists today are colleagues of mine. Of course, you see here Jaime Ojeda, our Chief Executive Officer and Mariah Kearn, RN BSN, our senior clinical director. So thank you, Jaimee and Mariah. Welcome.

Happy to have you on this webinar today.

Welcome, everyone.

Thanks for having us.

So we're gonna we're gonna put them to the test here today and, engage in an fun dialogue. And again, we welcome your questions or comments.

As we proceed through the webinar today.

So, you know, it's no surprise to any of us on this webinar affiliated with senior living, that this is a very dynamic industry, for sure. And, you know, there remain some existing challenges as carry over from COVID. Some of them are not so new, but they were just exacerbated.

And we expect some of these challenges to continue on, you know, even beyond, you know, the year of twenty twenty four that we're in. So we're gonna engage in a dialogue for a bit here on how we're helped in the industry solve for and prepare for the change and how we're putting that into the NEXT platform.

And so I'm going to maybe start with with Mariah if you wanna, you know, kind of begin our our dialogue and know, as we interact with our customers, what are we hearing? What are we observing? What are we what kind of feedback are we getting from our customers? And what are we learning help inform how we develop the solutions we're developing as we look to our work here in twenty twenty four.

You know, I think we are definitely continuously hearing that workforce is is a struggle.

Finding employees, keeping employees, onboarding employees. And so we wanted to definitely keep that in mind in a couple different aspects, how we how we can help you find candidates as well as how can we make people, easily learn our software and feel confident with what they're documenting. So that's one thing that's really kind of, led the way as we've been developing Eldermark NEXT is how how can we create something that people want to use and can use really easily.

Hi, anything to add?

Yeah. Just, on top of what Murio saying again, just things that are tools that are intuitive. We hear this again and again.

Everything that we, you know, have done to around Eldermark NEXT has been designed around that. A lot of feedback from customers that we want our care providers to spend less time at software and more time you know, providing care to their residents.

Yeah.

So I mentioned challenges just a moment ago. And and there's a lot of competing priorities out there that challenge our customers.

And really among them, we consistently are hearing these themes of of occupancy and census, you know, workforce issues, primarily staffing, and financial stability.

I just read a report yesterday, that was issued by, Nick, and I think it was Mc Knight's senior living and They released the results of a recent poll. They took among senior living leaders, and of course far above all the other challenges was the staffing thing and to your points about, you know, making technology easier, for the team to use efficient for the workforce and helping them get their work done. But what are some of the more, I guess, influential solutions we're off to our customers, to help them with kind of within these three primary challenges that, that continue to, to phase our customers.

Yeah. I I I can dive in a little bit on that, Mark. You know, again, with financial viability and stability, a lot of what we are gearing our solutions to are to help revenue capture.

And and what our clients say, all we wanna do is really just get paid for the good work that we do.

Net operating income is a, you know, NOI is a big acronym that's out there, and everybody's trying to drive better, you know, better NOI, for their facilities, for their operations and things like that. So everything that we're doing in terms of, and I know we'll talk more about it later, but business model design, our analytics tools, how we're gearing our software to help, you know, get high integrity data so they can make informed decisions is everything that we are gearing Eldermark towards On the occupancy side, it's still not coming back as fast, generally as as, the industry would like it. Depends on geography to geography.

Our some of our customers that are using our e Media and that are, you know, generating great results through e Media our digital marketing and wrapped with our, you know, with our CRM solutions are starting to have far better success in, you know, in getting occupancy up. And so that's we're we're very encouraged by that. But again, it depends from kind of geography to geography community community. They're still fighting the battles there. And, so we're we're here to help support them in that effort as well.

And I'm gonna add in just a little bit. You know, once we get those beds filled, obviously, we need to have the staff to take care of them So one of the things that we, we have put into play is is our marketing automation feature, has the ability to have a recruitment geofencing feature. So ultimately, it's gonna allow us to strategically send targeted advertisements to to potentially qualify candidates, not just anybody.

So what that means is if let's say we have a caregiver position that needs to be filled. We can target areas like nursing schools, skilled nursing facilities, other assisted living facilities, and have a more targeted approach at finding better qualified candidates for employees.

Now once we get them in, Then we're gonna have to train them and keep them happy and all those things. And that's really where I'm hoping Eldermark NEXT can help.

Obviously, we want to create a really user friendly platform.

Nobody wants to come to work every day and log into a software that's painful to use. And so I'm really confident that this new straightforward UI that you guys will be seeing today will, provide your staff a better confidence in the documentation system that they're they're putting information into. They're gonna feel really confident that they know what they're doing. I think the other thing is, we have, we'll talk about it in the demo, but Eldermark Spark, is going to be a tool that is available in Eldermark NEXT that will, provide frequently asked questions, training videos, walk throughs of workflows that hopefully will also help give them confidence that they're they're doing the right thing in the that they're using.

So, yeah.

Yeah. We're we're trying to create the iPhone experience here, and we feel like we are really delivering that through the input of our, you know, of our customers throughout this process. So it's been a a really great collaboration. So We we feel really confident that that, you know, that desire to have easy, intuitive highly workflow centric type of solutions. We're starting to deliver on that. We're excited about it, and we're getting great feedback on it.

Yeah. Thanks for the comment about the iPhone Experian timing because it's I feel like, you know, our our our customers have that experience of the smartphone as such an integral part of their life.

And I I feel like, especially in the last to three years that that user experience of the smartphone is just creating expectations for those of us who create software for whatever reason that the software should just be like what I use on my on my smartphone.

It should be that easy and work hearing comments like that from our customer. Such as every click, every scroll of the screen, it all adds up. And what we're asking for is systems that are just so easy and so efficient. I think, Marai, you're probably gonna touch on that when we get to look at Eldermark NEXT here in just a few moments.

Yeah. And I think that's important to mention, Mark, that, you know, what Myriah mentioned in terms of Eldermark Spark, we are taking a lot of data in from our customers in feedback in an automated fashion like never before. So the volume of that goes into the calculus of how what we release NEXT And so and no pun intended. But we are definitely using that on a day to day basis.

And and so, again, back to the iPhone experience, you know, we all get updates to their our our iPhones or, you know, whatever device you have overnight, and you're pleased and delighted with the fact that that experience has been improved because they've added a lot of features that they can see that people are using, but also they are looking at unarticulated needs of their client base just as we are now and saying, this is what we should become. That's the next innovation in in advance in our software. So we're just getting really surgical and targeted on that. And it's exciting and energizing for our team because we now have data to drive decisions not, I think, or maybe it's this or that kind of thing.

It's really, really far more factual in data driven. So it's it's exciting from that standpoint.

For sure.

I'd like us to touch a little bit on the feedback teaching we're getting from our customers and other thought leaders out there in senior living, you know, as we have been preparing for, the development and doing the development of Eldermark NEXT. And I know you know, Mariah, especially you've been really involved with this with our customers. It's just kind of part of our partnership culture that, you know, we just don't go to a cubicle or a room somewhere and think, oh, well, this is a good idea. I mean, we we we get the inspiration and the information and the feedback teaching directly from those who are working in senior living.

As we build this stuff.

And I think, you know, Mariah, maybe you could speak to what that's been like. Have there been any kind strong recurring themes in that process and maybe just help our participants today in this webinar maybe understand, you know, how this how this feedback teaching has been acquired and what we're doing with it with NEXT.

So, yeah, I think, some of the initial feedback that that we get when we show Eldermark NEXT initially, it it looks very different. And you guys are going to see that, there is a very different user experience when it comes to, basically the workflows and and how the software looks itself. It's very clean. It's very straightforward. And we've been really, really intentional about keeping things very, very user friendly.

We've paid attention to the little details. Like, how can we minimize clicks?

I've legitimately counted every single click. So all these workflows trying to make it as simple as possible for the user and making that workflow as smooth. The whole idea is really think about the end user every step of design and development. It's really not just about the features that we're releasing, but it's about power making sure that it's something that people can easily navigate and use on their day to day.

I think another theme that we're hearing repetitively when we're showing this to people in demoing is people are really excited for the simplified login process.

They're they're excited for, the password management being put into the hands of end user in a, in a lot of cases.

Our goal is to hopefully make that process as smooth as possible. And, really in the long and short of it, cut down the number of calls that are going to the manager to reset a password because we get a lot of those calls. We assume that you guys are getting those calls first.

And then I think we've touched on it a couple times. We have a really great training website, and we have a really great support team. But giving, some of the, the support, tools into the hand of the users I think is another thing utilizing that Eldermark spark.

To really have a be self-service in some aspects, our support team is still gonna be here to answer all those questions. But to save you guys a call, hopefully we'll we'll give you guys time back to spend with the residents.

For sure. Which which of you guys can maybe just I mean, I know you may be gonna mention a little later, but talk a little bit about, the early innovator, process and how that has helped guide and provide some of this feedback teaching.

Yeah, Baray. You've been in you've been in the deep trenches with them. So I'll I'll you wanna take that one?

Yeah. So our early innovators, back in twenty twenty two, They volunteer to, to be part of this process, Eldermark NEXT with us.

And really they've been riding along helping shape the features that have been developed.

So they really get the first view of of what is being before it's even built, what the plan to be built is. And if there's something that we just didn't do right, they've been telling us. And some of the feedback has been hard to hear. But we have taken, and we've listened to it, and we've pivoted, and we we're building a better product because of that.

And honestly, I I'm so grateful for all of the feedback that they've provided throughout the life.

Yeah. Thank you very much. A few of those.

A few of those meetings.

And, you're right about the honest and direct feedback that we get.

It's awesome. They're not afraid to say, you know, that's just really a bad idea. How about this?

Mhmm.

Or cheers, how much they like some of the ideas that we've come up with. So Yep.

Hi, May. You had something to add. I'm sorry.

We froze Jaime.

I'm just gonna while Jaime gets back connected, Mariah, for you, I think just a question. Are you gonna show Eldermark NEXT today? Was basically the gist of the question. The answer is yes. We're laying some groundwork here. I should have maybe mentioned that earlier, but we are absolutely gonna go into the software here in just a moment, but we want to lay some foundational stuff here, as far as, I guess setting the stage for how we got here and what it means to, to bring Eldermark NEXT to our customers and and senior living as a whole.

Alright.

We still have frozen hymie.

There he is. He's back.

I think Frozen High May's back. Sorry about that. We gotta love live TV. Right, guys?

There you go. I was just I was just mentioning, Jaime, there was a question about are you gonna show the software? And I was just explaining. Yeah.

We're gonna get there. We're kinda laying the foundation here and helping our customers kind of understand, you know, how did we get here? And I know that was something that I, you know, I wanted you to kind of address is how You know, how did we get here? Yeah.

It and I I think there's a a bit to that. I I don't know, Mark, did you wanna talk or show the video of our our clients speaking to it first, or did you wanna go here first? Yeah.

We can do that. Let's, let me let me do that?

Because I think to that, where we landed in the the feedback that we are getting is proving what Mariah was saying previously.

That, again, we took a very thoughtful, intentional, you know, process here to make sure that we involved our clients all the way through the process.

And it was very candid as opposed to going and building something in a ivory tower and coming back later and saying, what do you think? You know? Right. That that has actually helped us get this to market faster.

And that's and and we know we're far more confident as a result that we're hitting the mark there.

So Great.

Alright. I'm gonna show a two minute video here.

Some of our customer's reaction to Eldermark NEXT, just kind of as a prelude before we actually get into the software.

Eldermark NEXT is gonna bring our teams to a new level of integration and ability to, operate smoothly, have better transitions, and ultimately take better care of our residents.

Truly at the community level, I envision a much more efficient, care team and nursing team. Eldermark NEXT is truly the next generation of where we are heading in terms of the modern era of our software and driving true value in every step of the way to be successful.

And I had the opportunity to engage in the workshops they're doing right now.

It was good to see how easy it was to navigate.

Everything is very intuitive. It's very auto populated.

Less clicking for the staff.

A much easier process in order to capture data.

It's going to free people up to get their documentation done with more ease, with more accuracy, with more accuracy, the most important thing being providing client success team has been very flexible. Team has been working with their long term users and and understanding what our needs are to impact our business lines.

This is the cleanest and simplest interface I've seen for any of those electronic health records.

They built it from the user upfront through this process, Aldi Mark has been very careful to include the customer voice.

We've had a lot of feedback, and, they've been very open to hearing everything we have to say.

Eldermark has always had that as part of our DNA is that we've always taken customer feedback and translated that into great products because that is how we can build the tool you need to do what you want to do the way you want to do it.

We've created momentum, we've created velocity, and we're gonna keep it up. That's it.

Alright.

There we go.

Alright. Thank you. I'm good. Am I back? Am I back on screen, guys?

Yes. Alright. Thank you. Alright.

So, Jaime, you wanted to talk a little bit about what next?

Did you wanna get into where we came, you know, how we got here or maybe do a summary before we dive into the software?

Yeah. I know there's there's high interest in seeing the software, but I I think, you know, Mark, it's good for us to just kinda go back through what we provide our customers, especially in these trying times and and what we're trying to do around workforce stability, what we're trying to do around financial stability and viability, and just just occupancy growth as well. I think everybody here who is currently an older Mark customer can fully appreciate. You know, we have an end end solution.

What we have, really doubled down on the last couple of years is also our business model design process. Mark leads that team and We have a team of ninjas that really help our customers. At the end of the day, what we were trying to do with our customers is make sure that each of their residents are in the proper level of care, and we know their true cost of care.

And that matching that up with, the ability to quickly and easily identify opportunities to capture earned revenue. Again, as I said earlier, our customers have said again and again, that the theme is that we really just wanna be paid for the good work that we do and that we are paid appropriately for that. And oftentimes, there's a mismatch with that. With elder smarts wrapped around all of that, that is allowing us to really drive you know, the the business model design, the software, and especially with NEXT, we are starting to capture higher integrity data than ever and that is allowing us to give you very specific insights into financial opportunities, opportunities for resident care, improvements, and certainly, you know, better occupancy and census in reporting around that.

It also is putting on a layer of what I like to call, you know, management and, and to drive continuous improvement and also send actions and and notifications so you know when something is getting off the rails before it gets off the rails. So there's a predictive analytics piece to that. At the end of it, what that drives is in in this third column that once Mark hits the click is, you know, we are averaging, you know, Now what the clients have gone through, especially the business model design and have deployed elder smarts, they're averaging over twelve hundred dollars per resident per month in additional revenue.

That is making them far more economically and financially viable than ever, again, driving those NOI increases But just as important and if not more important, it's informing it's giving you data to inform staffing models and appropriate staffing and how to better care for your residents. So all of those things come to, you know, a confluence of things here as you can see here that drive, you know, one plus one plus, you know, one equals five. And that's really what we're trying to do here.

Yeah. Thanks for that. I feel like, you know, it's like someone turned on a switch right after the pandemic, and this demand for data is the strongest it's ever been among our customers. And we see that in themes just across the business line of the kind of, I guess, you could say other webinar offerings and conferences and different things about connecting senior living providers to their data.

And I think our customers are gonna see, just how well, how much even even further we can carry that when we get into Eldermark NEXT. So, great.

Yeah. And, Mark, business model design, as you know, you know, we've always had great technology. We've always you know, continuously try to improve that. But business model design is a responsibility that we feel, as in our organization, that we need to help our customers seed, and business model design helps our customers go through that process. And and as a result of that, we feel like we have partnered closer with our customers than ever before to help them succeed. And and again, the the proof is in the results.

Anybody talks to our customers and and they'll realize, how much we've helped them transform their operations and their business overall. So it's been it's been exciting and energizing for all of us.

Super exciting. Very satisfying for sure.

Alright. Mariah, turning things over to Mariah to see the software itself. It's kind of what probably a lot of our folks online have been waiting for. Yes.

Can you guys see the Eldermark NEXT screen?

Yes. Okay. Alright. So I did turn my camera off. I apologize, but I don't wanna pull a high name fall off in the middle of talking teal.

My wifi sometimes get slow when I show my screen and my face at the same time. So we're gonna go ahead and walk through, some of the different modules today that is being offered here with an Ulta Marketix. We're gonna start with CRM. We're gonna point out just a few of the key, improvements that we've done here within CRM.

I wanna just dry your attention up into the upper left hand corner. We do have a nine dot menu. This is gonna be where we can really easily access or access all the different modules that we have access to in the software.

And then down in the bottom right hand corner, I know we've talked about Elder's Merck, Elder Merck Spark a lot. That's gonna be where your staff can go and access any of those onboarding guides, short how to videos. This is also going to be where you can, provide your feedback. This feedback will be reviewed by, the product owners, myself getting included every morning the first thing on my calendar is to read what people have to say about the software. So I share full confidence that this is being seen, heard and, being, reviewed as where it becomes appropriate for future development.

When we look at the CRM. One thing that you will notice throughout all of the modules is we wanted to really keep a lot of the configurability that's available with an Eldermark in each one of the modules will have their own area of configuration.

And so I'm gonna point out just a few areas within CRM that's gonna become a little more configurable or, maybe just one step further when it comes to what we're offering in Eldermark NEXT. And one is the sales stages.

Oh, I just timed myself out. My apologies here.

So in the sales stages portion of the software, when you're setting up those customizable sales stages, you're gonna have the ability to create automated task follow ups. And so, ultimately that sales CRM super user will now have the ability to schedule follow tasks when within each one of the sales stages. Board the sales associates to complete. This is gonna ensure that prospects never have miscommunications or are forgotten about And it's also gonna support that sales associate to identify the next steps during the sales process. It's just gonna help them get through that process a little more seamlessly.

Also, I'm gonna go ahead and go back into configuration when we look at goals. The goals area has been enhanced.

The super users here within CRM. Now we'll have the ability to set performance goals and sales activities goals.

And we're also going to be including benchmark data reference points. It's really easy to edit the performance and sales activity goals, to ensure that that sales team has clear expectations for four for performance every month, and there'll be a reporting that's available with the metrics, regarding this as well.

One other area that's been improved is the the reasons. So the sales are, sorry, CRM in the NEXT product. Will have the ability to add an additional lost or canceled reasons for tracking purposes.

Users can now track reasons by prospects or loss. They're moved out, or canceled the reservation.

And this information is gonna be really important for budgeting and digital marketing decision making.

All reasons are completely customizable and really easily editable by that super user in the software.

We also now have the ability to customize our wait listings. So you'll have the the functionality to ultimately, create new wait list that fit the community's needs. So for example, if you wanna create a wait list for prospects who are only interested in respite stays, that configurability is now available. You also will have the ability to add in, notes or details regarding these prospects, or, regarding these wait lists. So the sales associate can easily identify what the waitlist are most appropriate for.

So for your contact portion, this is going to be where you can add in the contacts for your CRM.

This has also been simplified and enhanced for clarity and efficiency.

So to add in a lead or a prospect or a profession contact or referral source, it's all gonna come under that new section, and the information can be added into the screen.

Once it's added in the prospect or the new contact, will be, created and you're able to access that by clicking into the listing.

You're able to really see information regarding that plan in a very clear format, to see more information regarding the sales stage can click into any of those areas, and it will tell you the tasks that need to be completed.

It's really gonna eliminate the confusion about how to move a prospect forward in that sales cycle. You're also gonna be able to see the timeline, and that's really just a detailed list of all of the scheduled or pleaded or overdue activities that need to be done for that prospect.

In the agreement section, you're gonna have the ability to mark of that a prospect is ready to have an evaluation. So down here under the service agreement section, You can identify if that president is ready to have their move in evaluation completed or their pre admission evaluation.

This right here will trigger this prospect into the prospect listing within the clinical record, and your nurse will be able ultimately put in their evaluation there as well as create their service plan or service agreement.

When the resident is ready or when the prospect is ready to become a resident, you can utilize the convert to resident option, and then this will become an active resident in the clinical portion of the software.

If we go back to, our main screen. You'll have the ability to see the dashboard section. Each one of the different applications will have dashboards that are available.

To access information that'll be, important for the users who use that portion of the software. So if we looked at the KPI section, This is going to provide key metrics, for your sales and marketing team. And we also have the ability view information regarding the digital marketing efforts under the new media lead section as well.

Alright. So we talked a little bit about converting that prospect over to a resident. We're gonna go ahead and we're just gonna dive into the clinical portion of the software next. I'm gonna go over to my clinical software or my clinical, community you'll notice that, the navigation again is based from that nine dot menu, but if you have access to more than one community, you can easily transition from community to community utilizing that drop down menu in the upper right hand corner.

You'll also notice that we have the configuration or comm section for clinical as well.

We will, be working with communities, to ensure that the evaluations that they would like to utilize for their their residents will be configurable for their, preferences.

And so when we get into the software, you'll notice that We have a master level of care, but we can utilize whatever evaluation tool, that your your community prefers.

So if we look here, if we go to the prospect listing, this would be where your, prospects could be converted over from your sales and marketing team. And this would be where your team can go and ultimately complete the evaluation as well as complete the service plan. The process that, will show today under the residents section would be the same process that you would use for your prospects.

When we look into to our resident record. So what we see here is a listing of our residents of the community. You can go into Clayton Ward as an example. We click in and this is the resident's profile. This will house, their HR information.

This is also going to be where they can complete their evaluation and their service agreement or service plan. The profile tab is gonna be a highlight of the key resident information, demographic information. This is very similar to our current resident chart.

There are a few areas that we have improved in the resident record, including the ability to put in a photo. This can be accessed on any tablet or phone using the the, camera that is accessible on that device, or it can be easily brought in from file on flexible kit on your computer.

If we scroll down just a little bit further, we did add in fields that have commonly been added in on the other tab, including pet information, storage information. And then, we do have the ability add in additional cards into the resident record if needed if your state requires additional information that is not collected in one of the pre loaded, cards.

On the left hand screen, we're gonna go ahead and select over to the accommodations area, and this is looking at the accommodations that are offered for this resident. The personal directive information will allow you to track the resident's code status, and you'll also note that you will have the functionality to include either a most form or pulse form in here as well. So very easily with a click of the button, you can download that resident's advanced direct ever living well.

If we scroll over to the medical section of the resident chart, this is going to be where you can find that resident's medical information as well as the evaluations for this resident. The summary tab within the resident record that is offering a high level, review of multiple different portions of the resident's chart to provide, easy access to information that may be needed or a report off to a outgoing, physician or, if you have EMS coming in, this is gonna provide you quick information that you can provide for them in a report. This does include active diagnoses, your primary care provider, an outline of your accommodations, as well as care level, the care level can show you the level of care that's being suggested based off of the evaluation tool that is in the resident's record or If you have a risk assessment, such as a fall risk or an elopement risk, if it's scored, it can also show you the level that that's been determined there as well.

If you scroll down a little further, you can see your allergies, your vials, your labs, and your, recent height and weight, and the BMI is now also calculated.

The note section will show you the resident's progress notes. You will have the capability to print from this this also will have the template of Sbar loaded in here. So if you're wanting a guided, Sbar format, you can put that information in a proper smooth section.

I'm gonna just kind of scroll down here a little bit further. I wanna make sure we get through A lot of the key features that are different here in the clinical platform.

The evaluation section is probably one of those areas that's most different from our current legacy platform to, the the Eldermark NEXT platform.

When we first before we get into, the the visualization of what this evaluation tool looks like. I wanna just note a few things I did mention previously, but wanted to stress again, you will continue to have your capability to use whatever evaluations we want. We will have a library of evaluation tools that can be available to you if you are wanting to look at other tools that, that are available But if you have a evaluation tool such as a level of care or a fall risk or an alignment risk that you love, we can definitely work to get those entered in.

On the back end, at each one of the evaluations, we'll have the capability to score the evaluation if desired, as well as assign different levels, both care levels and risk levels to the evaluation tool. So that as the evaluation tool is completed, it can help determine both cost of care. Or, the, the risk level that the resident falls into depending upon what kind of evaluation you're putting in.

On each one of the answers, you also have the capability to identify if services need to be completed for the resident based off of that answer, and we'll show you what that looks like today. And you have the ability to attach a scheduling pattern to the evaluation tool so that you know how frequently these evaluations need to be done. On a routine basis. When you click into the resident's evaluation section, you're gonna see it broken down into multiple areas. The upcoming section is gonna tell you any evaluations that coming due based off of the resident's admission date or previous evaluations that have been done.

Once you start an assessment, one feature that we do have available is the auto save functionality. You won't have to push save to save an evaluation. It will just automatically start saving for you. So if you're Internet dies or your computer battery dies, you'll have the capability of accessing all that work that you've put in previously.

When we click on to the evaluation tool, I am gonna just show you that I did complete this evaluation before a demo So you guys didn't have to watch me put all that information in. But as I click in, it does open into the evaluation tool in a collapsed format. Showing you the different sections of the evaluation tool itself. You do have the capability to quickly expand that and see all the questions and and chronological format.

Or if you're wanting to, jump from section to section, you're more easily able to do that now by utilizing the drop down menus. As you select, it will open into the questions that are in that specific section.

You will note at the top, it does give you the tally score based off of the answers that were selected in the suggested care level based off of the scoring mechanism that's set up on that evaluation tool.

When we're looking at the questions themselves, we do have some additional question types that have been added in in addition to the fill in the blank multiple choice, select one yes and no and date. We now have the ability to attach a vital science to an evaluation tool. As well as, a body nap. So we can attach the, the body diagram for, the skin assessments has been requested many times.

As we select answers, it will give me the suggested service right during the evaluation process.

It will basically tell you based off of the answer that you selected, this is the service that's suggested. If the resident refuses the service, you can unselect and mark was declined. Or if the nurse does not feel that that is an appropriate service, they can actually discontinue it, and it will be marked as discontinued as that date and time.

When we select the view option in the bottom right hand corner, it will open up that service as a whole. There will be information that will be part of the implementation process as defaulting, such as some generic instructions, that are gonna be specific to your communities and the service type catalog created.

We can default out the service providers as well as the approximate amount of time that these service take.

You can schedule the service out this information. If it's something that is routinely done on a daily basis or a weekly basis, it can schedule it out.

Automatically and you can adjust her residence. And then the service times, this, again, if it's something that's consistently done, can be defaulted out, or it can be left blank, blank, and individualized per resident.

And then from the instruction standpoint, this is where your nurse can go in and put in the the specific details, the color regarding this resident to make it a more individualized service plan. So a lot of this information can default, but there is the functionality or capability to really individualize it per that resident as needed.

So as you push save, you can move through to your next question and then fill in the information as needed.

When you're finished, completing your evaluation, who had signed the evaluation tool, and it will tell you based off of your answers, this is what the previous four was and the previous level. And this is what the proposed score, and level is based off of the new evaluation tool that was put in. You can confirm and sign. And then you'll have to, basically provide that service agreement to the family based off of that new evaluation and the new services that have been su suggested If you're wanting to review that service plan before printing your service agreement, that information is all located under the service plan tab of the evaluation area. You're able to see every service that's been put on to that resident's record. Anything that's been discontinued.

Anything that was current and continues to be current will have the current tab. Anything that is new, will indicate with that, new status.

If there's anything that's put in here that doesn't know how to schedule or there's, there's a, there's something that's not allowing for it to, become scheduled on the service plan. They're gonna have a quick identifier inside the status area. And that's going to tell them what kind of information is missing, before it can, create a service schedule for your caregivers.

If this looks good, you're ready to print your service agreement. It's all under the action button. Your user is able to print that evaluation, print that service agreement, be able to sign, get that signed by the family. And then when that is, signed, then they can ultimately finalize the evaluation.

And when it's finalized, this is when you're able to see, the care level, that's being current and what's based off of the evaluation tool. And then there's the effective date for billing. So this information will then populate information into the billing module for the care pack level package. To ultimately start billing for that resident.

If we go ahead and go back into kind of next steps. So once that service plan has been put in, it creates starts creating a service schedule for your caregivers.

To sign the services off that are being completed. So this would be, what your caregivers would be doing, when they log in to confirm services, much like on point point of care.

The caregivers will have a more simplified view when they log in. This is their landing screen as the care page. But you're able to access this at any point in time as well. So from the care page, they would select the shift that they are working for. So this could be a whole list of the different shifts for your community.

Once I select my provider, I will have the ability to select the different time intervals, of services.

And once I expand that, you're able to see the residents who have services that are doing that time window. This could be multiple different intervals. So if you have morning tasks and midday tasks that are both completed by that caregiver AM. You'll be able to see the staggered groups of services that need to be completed in each time bucket.

You're very easily at a glance able to see the resident that needs to have a service done, approximately how many services there are as well as the categories and how much time. Approximately this should take based off of what we know, the estimated time is to be.

You're able to see to set a glance if there's still services that need to completed, or if somebody's in that resident completing that service.

So go ahead and click in. It's not gonna bring me into the daily care section of the resident chart and you're able to see the listing of services that need to be done for that resident and actually confirm that they're being completed.

You're able to see the service name as well as the instructions, both the default instructions and the resident specific instructions. And then if there's equipment or location noted that information will also pull here. The resident, or if the, caregiver completes the service. They just have to change that status to complete it. They can adjust the amount of time that it took and then they push save and it will bring them into the next service that needs to be completed.

If the resident refuses their service, we put not completed Put the reason why.

And, that information will also be tracked as being, refused or not completed for that reason.

So your cover documentation is very important, but it's very hard to track sometimes. And this schedule area will give your management staff a really nice snapshot or overview of what's going on at their So we're able to see in the Shift status area, all the assignments at your community. You're able to see the shift certain end, how many are scheduled, how many are remaining, how many are missed, you're able to see the PRN and unscheduled information that's been collected. As well as anything that's been marked as not completed.

So this information a high level overview for management of the carriers that are being provided by your by your clinical staff.

I'm gonna go ahead and jump over to EMR so you guys can take a peek and see what that looks like. When I click into EMR, gonna go ahead and it timed me out. My apologies.

You would not see this.

My apologies on that. And then we're gonna go ahead and look at the dashboards. So, again, for your med techs to move from your clinical portion over to the EMR portion, for They would just use the nine dot menu. That's where they're gonna log in.

And then it will bring them right into the dashboard section of the software. This, again, is gonna provide some key metrics for them to utilized to plan their day. No admission. This is just a highlight of everything that, or the residents that have come in in the last week.

They're able to see their PRNs that need to be followed up, meds that have been marked as not administered, any meds that are coming to an end, missed meds overdue orders, and then the orders that are waiting to be received. So this is gonna give them just a snapshot of information that can help them, as they're progressing throughout your day.

The order section is going to be where the, nurses can see the pending review portion of the software or the orders that need to be received.

This is one area that in Eldermark next, we've really made sure that we wanted to, keep this So they're not having to go in multiple areas to see for things that might be duplicated. And so when a medication comes into the software and that it needs to be reviewed, from your nursing staff. They can run a validation step. And this validation step will ultimately look into each one of the resident records.

And this is going to be where they can see if any of these meds have been marked as a duplicate based off of same ingredients or same medication name. It's also going to indicate if there's any of these orders that are coming to an end or if there's any orders that are needing to have a special schedule assigned to them. This is gonna be where your nurse can really do that review of medications that are coming from the pharmacy to ensure that they are correct. And then, they can review and it'll become active on the med pass.

In the Mar, this is gonna be where they can access the medication pass itself.

So the Mar is going to be accessible, utilizing the unit section is gonna be where they can choose which assignment. They're wanting to pass for.

When we're looking at the med pass itself, you are able to see all of the medication passes throughout the day. It will filter down just to the unit that you have, that you have selected. So you're able to see who you're responsible for. One key item that is available is this hot list This is kind of like a to do list for your med techs. So throughout their shift, they're gonna be able to quickly click on that hot list at any point in time. See what PRN's need to be followed up on, see what meds are overdue or missed, what treatments are overdue or missed, and any vital signs that may need to be collected.

With medications that they're gonna be passing.

The med pass itself, but the green is indicating that this is the due time window. Red is in meaning that it's overdue and yellow means it's in the future. You're very easily able to see how many residents or medications you have scheduled, how many are missed, how many are marked as not administered, and, any medications that were marked as an alternative in the So any meds that are on the resident's record that are administered by some labs.

The scheduled section, we can click into that residence the resident that we're gonna provide medications for, and it will show me the medications that are passed for or that are due for this time window.

If there's a medication that requires a vital sign, it's going to stop them here before they actually get into the med pass, and it'll, encourage them to complete that test. They can push cancel, but it will make them put that bio bio test information in in the med pass when we get into the screen here.

When we're looking at the MedPass itself, we can see the meds on the left hand side, medication name instructions.

We're able to quickly view the admin history as well. Drug information. And then on the right hand side is where there's the action, your med techs can select the medications that they're administering and then they have the administer all popped items after they've actually given them them.

There is a body map that is available. This information if you have a patch or an injection, it's very useful to know where those injections and patches have been posted, and you're gonna be able to see that historical information very easily on the body map itself.

Alright.

I'm gonna go ahead and seeing that we only got about seven minutes left, and I wanna leave a little bit of time. I did just wanna show risk management, the risk management portion of the software is going be a module that is accessible now under that nine dot menu. So it's not just a more clinical specific. It is available in all can be available to all staff.

If the basically, the processes, if you put in an incident report email or a text message can be sent to a team of people to complete an investigation.

And, that email or text message will have a link that then the person can click into, and it'll bring them right back to that investigation area for your nursing staff or your, risk management team to investigate.

The risk management portion of the software, we did have several focus groups around this and key items where it needed to be easy to use accessible by all. And it need to have a closer look at what it caused. And so when we put in an incident report, we have to answer a couple questions, and those questions will help guide you what kind of questions are best to ask for that initial report. The idea here is that the information that's being gathered, will ultimately provide, the investigator a little more information.

So, for example, if you ask a fall or as a fall, there'll be additional questions regarding, the location what was happening during that, transfer if it happened during a transfer and really get further down into what was happening at the time of the incident. Because it's a lot easier to gather some of those, come, guided informational pieces, at the time of putting in the initial report rather than three days later when you're doing the investigation. If it's over a weekend.

The information does pull into a variety of different dashboards that'll be accessible under that dashboard section. Things that are included are equipped plans here at incomplete initial incident, incomplete investigations, top residents with this incident.

The fall listing, and then if I were to demo this next week, you'd also be able to see your tent trend by time of day. And location. So those are some of the items that'll be coming up here on the dashboard section as we get more data put into a software.

I got five minutes left, so I'm not gonna stretch this out any further, but I'm gonna hand it back to Mark because I think we probably have some questions.

We do as I'm as I'm transitioning oh, here. As I'm transitioning over, back to me, one quick question just came in that I just answered privately, but I can I can mention it now just to to clarify on, Whether or not Eldermark next is web based or people still need to use their remote desktop? This is a hundred percent web based everybody. So that remote desktop feature is is gonna go away. So I think I can probably hear the applause through the muted, Through the muted microphones.

Alright.

Thank you so much, Mariah, for getting through that that little introduction.

Appreciate it so much. We do have a number of questions. I'm gonna field a few here with the time remaining.

Probably this one's for Mariah. What do we need from our IT staff to allow access to next?

Is Mariah still with us?

I am. Hi, guys. I'm working here. So Yeah. I heard the question.

I answered the question.

Yeah.

So your IT staff may need to whitelist the URL, but I think you kinda hit it, Mark, there's not going to be any installations or programs.

It it's it's accessible via the web. There should be very minimal involvement. Updates will automatically get pushed out, things like that.

So Okay.

Great. What kinds of devices can we use? I assume they're probably talking about the hardware devices.

Yeah. So, the program can be accessed on any any device that accesses the internet. So it's it's operating system agnostic. It doesn't have to be a Mac or a Windows computer, can be accessed on, tablets and handheld devices.

Okay. Let me toss this one over to Jaime.

Who should I talk to if I wanna start using this? New next?

Yeah. Our customer conversions are being sequenced in alignment with our functional release schedule. So you wanna reach out to your client success manager. We're proactively reaching out to customers. We have hundreds literally hundreds that are eligible now.

And, we also want you to reach out to us. So it's a kind of a two way street, but we definitely wanna be pro here, and we'll be reaching out to you when you are eligible based on the functional release schedule that we have all of the you know, the the proper, you know, activations and and and also functions within the software that you need based on your usage. And so we are being very careful to to monitor that and and obviously take inventory of that. And, again, the whole idea here is minimal business disruption you move on to elder mark next.

Great.

So, yeah. Got your client success manager.

If you're not sure what your client success manager is, you're certainly welcome to drop me an email or one of us and will will connect you to that to that colleague here.

Let's see.

So what will this look like for the med techs and caregivers? I think, Mariah, you kinda did show us that towards the end when you were looking at the service schedule, but maybe just explain.

Yeah. So it'll be I I only logged in as the community manager. So let's specify that because I bet I can feel the panic from some people going on.

The med tech and the caregiver will have a more simplified view. There'll be some read only screens that are available.

But It it it'll look the UI will look the same. It'll just be a little more simplified as far as what they can select.

Great.

Here's one for Jaime. I think I'm gonna combine a couple of these questions.

Will there be a cost to transition to Eldermark next, or how do we get information on the pricing?

So kinda maybe a two or two fold question.

Yeah. If it's an existing customer, there is no planned additional cost. We want you to get over to this new you know, exciting product as soon as possible.

And again, we're we're gonna reach out to you. We're gonna be proactive.

That offer, however, is not into perpetuity. So please put raise your hand and and, interact with our client success team wanna move you over to as soon as possible because we know this is just gonna be, a way better experience for you and your staff.

Thank you. And I should just mention, I have a slide where I've always mentioned it. We'll get to a few more of these questions, and we wanted to kinda stop the top of the hour, but maybe we'll go a little longer if these guys are okay with that. We are going to, we've created a frequently asked questions page, online. And, Ashley, let me just go to that. So, we'll get to a couple more questions here before we adjourn, but For the webinar questions, we're gonna we're gonna document those from all of you and put answers here at this website. So eldermark dot com forward slash eldermark next dash webinar FAQ.

So that, you can reference that after today.

Yeah. There's a pretty good library already out there. So I think we're just gonna continue to add to them as we get get it. So please bring it on.

Great.

We covered that.

Alright. I think, Jaime, you kinda answered this, but let me I'll just point blank. When can I start using this product? Is kind of a summary question from a number of these?

Yeah. Again, we're gonna be reaching out to you when you are eligible based on feature sets. Again, we have hundreds of clients that are already we're already reaching out to them because they are eligible.

But we also again, we want you to raise your hand. We've had a number of of, you know, marketing, pieces that have come out that, you know, they're just asking for you to raise your hand because once a cohort is established for a feature set.

If you raised your hand first, we're gonna we're gonna try and accommodate that, in priority order or in first come first serve order. How's that?

Great. Thank you.

Here's a great question. Maybe this is for Mariah Seems like a lot of information. How does it look on the phone?

Yep. As I mentioned, some of some of it is of the the items that are going to be accessed in the phone are simplified view. So a lot of that information in the cards, they will collapse down And, it it definitely, it looks a little simpler when when it's all collapsed in that one piece. I did buzz through a lot of information today. So If you're interested in seeing some of those mobile views reach out, and we can definitely show you, from either your client success manager or setting up a a demo with me.

Yeah.

We we've had the the innovation lab.

Right? You know, and a lot of people who participated in that were able to use it on multiple different form factor sized devices. And and again, very pleased by that. The design we took was a responsive design. So Mariah said that it would factor appropriately to the device you're using.

We're we're pretty proud about the way that that has worked out. And again, a a good workflow solution and and, pretty elegant in the way that it factors.

Yeah. Thank you. Here's the question that kinda gets to the the current, forms backup feature and asking about safeguards that are in place in the event of an internet outage.

Mariah, that's probably What can we speak to about that?

Yeah.

We will be we will be offering a forms backup solution, for our EMR product.

Grade.

There's another one about iPhones. We copied that.

Boy.

I think given the time, we should probably adjourn and put the rest of these on the frequently asked questions page So give us a little time to get those, on the website there for you all. And, I don't know, don't know how long it's gonna take. We need to talk about that, but we're gonna get to it right after this. I know we've got, our friends in marketing and some other folks that are gonna help us with that. So stay tuned for the rest of the questions. Thank you all for the great questions.

There's quite a few others that we didn't quite get to, but Again, look for, our responses on this website. And then, of course, you'll be able to access This, again, when we, send out the recording of this webinar, you'll have that, in your email. Alright.

So for our next, leadership forum webinar, not yet scheduled, working on some different topics watch for our social media promotions. So that would be kind of for everybody.

We also, we'll be sending out email blasts to promote that. For our customers, you can sign up at eldermark dot com and go to the support, at the top of the menu, select training center, and you can log in to our Eldermark webinar calendar. Thanks a million everybody joining us today. Thank you, Jaime. Thank you, Mariah, for all of the, information, all the sharing, all the dialogue, and and Mariah for the the glimpse of of what's in store, with Eldermark next. This was a a really fun webinar today, and looking forward to, perhaps doing more on this for our customers here in the near future.

Thank you.