Save Money and Time with These End of the Year Tasks

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How is it possible we’ve reached the end of 2017 already? Why does it seem like the years zoom past us faster than the previous ones did?

As we marvel at how quickly time passes, we, as small business owners will be wise to do some end-of-year clean up and planning tasks to help us accomplish a few things:

  • Spend time now to save time later.
  • Spend money now to possibly save money both this year and next year.
  • Review our efforts to maximize our effectiveness – and our successes – in the new year.

See how many of these tasks make sense for you:

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An Advocate’s Guide to CYA

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One of the simplest best practices for patient advocates is also the one with the fuzziest line. Sometimes it can be difficult to know at what point that fuzzy line will be crossed, and since crossing it can lead to problems for a client, put a private advocate out of business, or even result in a lawsuit against the advocate, we need clearer definition to be sure we C our own As (that is, CYA = Cover Your A**.)

Let me explain.

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If an Advocate Launches in the Forest, and No One Hears….

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Consider Bertha.

Bertha has been knitting since learning how at age 12. She’s a wonderful knitter! She has been knitting for decades – scarves, sweaters, hats, gloves and mittens, socks,  you name it – then giving her creations away to friends, relatives, even grandbabies of friends. Everyone who knows Bertha recognizes her superb knitting skills.

Because of her extensive experience, she considers herself to be a professional. Her passion is knitting! So last year, Bertha decided to open a business as a knitting teacher. After all, as much as she knows about knitting, she knows she’ll be a great teacher!

After doing some research, Bertha joined an online organization that supports knitting teachers. She has found a ton of information there, and loves to connect with other knitting teachers in the discussion forum.

Most importantly, she made sure she was listed in the Knitting Teacher Directory – then sat back and waited for her phone to ring.

And waited. And waited. And waited.

But – Bertha’s phone rarely rang. Now she’s upset. Why don’t more people call her to teach them to knit? Only one person has inquired, and that was a friend’s daughter, who she decided to teach for free.

Bertha hasn’t made a dime.

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SAFE! … or Maybe Not?

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Safety has been on my mind this week. It’s one of those concepts that, when related to patient advocacy and care management, can be applied in so many ways, with not so many easy answers.

What kind of safety?  Physical safety, of course.  AND financial safety.

Whose safety?  Your clients’ safety, of course.  AND yours.

The questions aren’t so much about what is safe, or what isn’t.  The questions are about judgment, timing, and consequences, and recognizing safety issues when the problems are obvious – vs – those times that are less obvious that we might miss all together – and what will happen if we aren’t paying attention.

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My Person! My People! Building Partnerships, Expanding Your Practice

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Are you a TV watcher?  I am. Big time. I love TV.  And because of that, more often than I care to admit, I draw inspiration from TV shows and characters. (As a side confession here, we’ve been binge-watching The West Wing, and have found that comparing it to today’s presidential politics is like marrying whiplash to an out-of-body experience. Right? But I digress….)

Today we’re going to draw inspiration from three very different, very diverse TV personalities or characters:  weatherman Al Roker from the Today Show, Elmo from Sesame Street, and Meredith Gray of Gray’s Anatomy.

Stay tuned… we’ll return to them in a moment after a word from…

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