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COT Meeting Tues, June + July 2022

COT Meeting Tues, June + July 2022

Owned by Bryan Bolton (Deactivated)

Staff Attending:

@Nikhil Balasubramanyam (Deactivated)

@Tara Pitts

@Viraj Pawa (Deactivated)

@Bryan Bolton (Deactivated)

Meeting Purpose: Connect with agencies to demonstrate how our platform can help impact their clients

Meeting Agenda

Items

Staff/Team

Notes

Items

Staff/Team

Notes

  • LinkedIn Contacts

  • All (5 min)

  • BB sent 10 LinkedIn invite/connect messages

    • 2 accepted

    • Next step: send CRX demo reach out message

      • sent, no responses yet

        • BCBS

        • Communities in Schools

      • Sent 10 additional LinkedIn connect invites on 5/17

        • If LinkedIn doesn’t work out, BB will call them

  • Nikhil 14 reach out attempts (w/o message)- rows 221-226, 240-247: 10 connect requests, 4 no longer w/ previous agency

    • 1 response (from last batch)- Tanweer Kaleemullah- message

      • Approach as a connector rather than a future product user → EHF likely won’t fund PCIC, but may fund others who want to partner with us

    • Next steps: 1) wait on more recent messages 2) send CRX demo reach out messages to existing connections

  • CRX Contact List

  • All (5 min)

  • Review Consolidated List.xlsx

    • Develop plan for UWGH ICJ project partners list - 19 agencies (as relates to CRX)

  • Magnificat Houses Demo (Nikhil + Viraj)

  • All (15 min)

  • Review/Revise slides

  • Add bullets from Betty (for CDX)

    • Rolled out a NEW version of the overlap analysis dashboard on your portal, please check and let us know if you have any feedback

    • Please connect with Betty regarding Mag House data needed to refresh metric on your dashboard

  • Add bullet/ logo for UWGH

  • Inquire about:

    • Following up on how to send referrals- connect to BB for another session

    • Betty’s items

    • How to get Kevin’s connections

      • Nikhil sending BB the email to Kevin, and BB will respond for follow up.

        • No response yet

  • External Outreach Opportunities

  • All (5 min)

  • UWGH Interagency networking: https://www.unitedwayhouston.org/nonprofit-connection/interagency-meetings/interagency-meetings

    • Tara to build list of in person PR opportunities for COT team (including UW fairs)

      • Interagency Meeting 9am - 11am

        • June 9, 2022 - monthly frequency

          • Connect with project partner staff

        • Ohonmi put together a list of community events

      • Elder Service Provider Network 10am - 12pm

        • June 28, 2022

        • July 26, 2022

      • 2022 Empower Senior Citizens Resource Fair 9am - 2pm

        • September 7, 2022 - 10505 Cash Rd. Stafford, TX.

        • Are you looking to reach active U.S seniors, caregivers, families, and veterans with your products/services? Partner with us by exhibiting at the upcoming 2022 Empower Senior Citizens Resource Fair Position your brand to reach our audience at the nation's premier, fastest-growing lifestyle, educational, and entertainment expo. Our target will be the partners - passing out flyers about PCIC & CRX, speaking to new agencies and collecting contact information.

Contact List:

Consolidated List.xlsx

Messaging Templates:

Community Outreach Team - Meeting notes 11-30-21.docx

Next Steps/Action Items:

 

 

@Bryan Bolton (Deactivated) follow up with Aakash re: LCH preferred partner list (@Viraj Pawa (Deactivated) please connect Bryan to Aakash via email
Legacy preferred partner list
@Nikhil Balasubramanyam (Deactivated) draft SM Reach out post- add CRX video; improve personal LI profile
Do you feel that the needs of your patients go beyond the services of your agency? Through our Community Resource eXchange (CRX), you can now link patients to critical resources, such as housing, food, employment, behavioral health services, medical assistance, and more at no cost to you! Click the short video below to see how CRX can help your agency simplify and streamline care coordination for your patients, and message us to get started for free today!

Streamlining Care Coordination- Community Resource eXchange (CRX)

@Nikhil Balasubramanyam (Deactivated) Check w/ HD to see if MHI has signed up for CRX
not yet signed up- last was RUF
@Nikhil Balasubramanyam (Deactivated) Merch- T-shirts/ Polos, pens, bracelets, etc.
@Tara Pitts schedule attendance at UW Inter-agency fair meetings
@Bryan Bolton (Deactivated) reach out to Jacky re: CRX dashboard screen shots - completed
@Nikhil Balasubramanyam (Deactivated) Reach out to Koralee Boucher on 7/13 to schedule demo time
@Viraj Pawa (Deactivated) ID any upcoming UI changes on CRX