Latest / The Inspired Stories Podcast / Building Trust and Innovation: How Beau Sorensen Is Transforming Home Healthcare | Nursing Home Series | Senior Care
Transcript
- 0:04Welcome to another edition of the Inspired Stories podcast,
- 0:08where leaders share their experiences so we can learn from
- 0:11their successes and be inspired by how they've overcome
- 0:14adversity. My name is Anthony Kotaspodi and
- 0:17today's guest is Beau Sorensen, Chief Operating Officer at First
- 0:21Choice Home Health and Hospice. Founded in 1995 and based in
- 0:26Orem, UT, First Choice provides award-winning home health and
- 0:31Hospice care with a commitment to Clinical Excellence and
- 0:34outstanding service. Under Bose leadership, the
- 0:37company earned a prestigious CMS Five Star rating, significantly
- 0:42improved clinical outcomes from the 33rd percentile to the 99th
- 0:46percentile, and implemented a fully electronic medical record
- 0:51system. Beau has over 25 years of
- 0:54experience in Hospice and home care, previously serving as
- 0:57Director of Operations and CFO. He has helped Dr. innovative
- 1:02initiatives that increase operational efficiency and
- 1:04enhance patient care. He also held key leadership
- 1:09roles that shaped the organization's successful
- 1:11growth. First Choice focuses on
- 1:14delivering compassionate care to the communities they serve,
- 1:17striving to support patients and families during challenging
- 1:20times. Now before we get into all that
- 1:23good stuff, today's episode is brought to you by my company,
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- 1:35One recent client was able to add over $900 per employee per
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- 1:48To find out if your company qualifies, contact us today at
- 1:52Add Back benefitsagency.com. All right, back to our guest
- 1:56today, the Chief Operating Officer at First Choice Home
- 1:59Health and Hospice, Beau Sorensen.
- 2:01I appreciate you making the time to Share your story today.
- 2:03Thanks for having me, Anthony. It's great to be here.
- 2:06OK, so Beau, what first attracted you to the healthcare
- 2:09space? Well, I've always been
- 2:12interested in healthcare. I remember when I was a little
- 2:14kid that was, you know, I, I said I wanted to be a doctor
- 2:17and, and you know, even though it's kids, you tend to weave in
- 2:21and out of, of different careers and, and job opportunities.
- 2:25I always came back around to medicine and, and when I was in
- 2:28college, I, I actually got my first job in home healthcare.
- 2:32I thought, you know, this is a great job to pay for college to
- 2:35get me through, through what I was doing.
- 2:38And then I loved it. And so I said, you know, rather
- 2:41than go to school for another 12 years to be a, a plastic
- 2:45surgeon, I'm going to actually go into home health and, and get
- 2:49into my career and get helping people right away.
- 2:53And so you've been with this company for a long time, over 20
- 2:57years. How?
- 2:58How did the how did the opportunity specifically with
- 3:01first choice come about? It it was actually that was my
- 3:04college shop. OK, so.
- 3:08That's what happened is, is it, it was the the first company
- 3:12that I I worked for when I was in college.
- 3:15And then I loved it so much that I said, I want this to be my
- 3:19career. And I just so happened to stick
- 3:21with first choice the entire time and up through different
- 3:25levels of of jobs and management and eventually ownership.
- 3:31This isn't a story that you hear very often anymore, right?
- 3:33Like it's more about like you jump different jobs to sort of
- 3:37get your promotions and, you know, kind of work your way up
- 3:39the corporate ladder. And and I, I'm going to take
- 3:43this with a grain of salt. What you just said you like it
- 3:45just so happened that I stayed with the same company.
- 3:48So clearly there's more to the story than that.
- 3:50Like there's something about this organization in
- 3:53specifically that kept you there.
- 3:56What is so special about first choice?
- 3:59The thing that I, that attracted me to first choice and that I
- 4:02loved about first choice is that even though it's it, you know,
- 4:07it hasn't always been easy or it hasn't always worked out exactly
- 4:10how I expected. There's a couple of of guiding
- 4:14tenants that first choice adheres to and and that we've
- 4:17adhered to the, the entire 20 some odd years that I've been
- 4:20here. And one of those is putting the
- 4:23patient first. It's it's making sure that we
- 4:25give the patient everything that we can possibly give them now,
- 4:29you know, could you always do more?
- 4:30Sure. Could you be out of business if
- 4:32you did that? Yes, you could.
- 4:34So, you know, it's it's making sure that we give the patient
- 4:38everything that we need and then making sure that we treat the
- 4:40employees fantastically. And and you know, there's,
- 4:44there's a lot of things that we try to do for employees.
- 4:46You know, in in the past, it was different benefit programs.
- 4:52Now it's, it's bringing them together more often because this
- 4:55is a very fragmented field. You know, just like with UPS
- 4:59drivers and FedEx drivers, our people are out in the field the
- 5:02entire time that they're working.
- 5:04And so we constantly try to bring them in so that we have a
- 5:09team feel and so that everybody knows each other.
- 5:11And so that people feel supported because it too often
- 5:15people in in home health and Hospice tend to feel like they
- 5:18are on an island because of the fact that they never see anybody
- 5:22at work and they don't get that support.
- 5:23So they really focusing on the patients and focusing on the
- 5:27employees and then letting the finances and everything else
- 5:31work itself out is is the thing that I really love about First
- 5:34Choice. So it's, it's like a people
- 5:37first mentality. You, you have, I'm going to call
- 5:40it two different clients. You've got, you know, your
- 5:42patients and then you've got your employees.
- 5:44And you're right, like in the type of work environment that
- 5:49your folks are operating in, there's no water cooler, right?
- 5:53There's no like conference room or, you know, like Taco Tuesday
- 5:58celebrations because right, everybody is out working at, you
- 6:01know, the, the patient's home. So what does that look like?
- 6:04Like what are some of those opportunities is to actually
- 6:06bring people together in person? So some of those those
- 6:11opportunities is once a month in, in each of our locations, we
- 6:15have a meal where we get together.
- 6:18And when I say a meal, it's not just, hey, we're going to bring
- 6:20in something from DoorDash or Pizza Hut or whatever it it's,
- 6:24it's legitimately, I make the meals.
- 6:27So I cook all of the food for 75 people every single month so
- 6:33that they feel like we are putting that kind of energy into
- 6:37them. And yes, it takes a lot of work
- 6:39for me and for my wife, but we want to do it because when we
- 6:44see people and, and how they care about that and how much
- 6:46they appreciate it that they get a, a good home cooked meal once
- 6:50a month from somebody who, you know, clearly is spending a lot
- 6:54of time doing that, It really ties them into the organization.
- 6:58What was in the last lunch? What did you make?
- 7:01The the last lunch that we made was, let's see, we did Turkey
- 7:07and mashed potatoes that were garlic mashed potatoes with
- 7:12cheese on top of them. And then then we had salad and
- 7:17we had this, it's called Dixie salad.
- 7:20Is, is the other salad that we had.
- 7:22It was kind of, it's apples and cream and pomegranates and
- 7:26walnuts and then, you know, and then just drinks and, and some
- 7:30desserts. That sounds great, but that's a
- 7:33nice special touch. I mean, that has to take you for
- 7:35that number of people. It has to take you hours and
- 7:37hours to prep that amount of food.
- 7:39It does take a decent amount of time.
- 7:42We have gotten pretty good at it.
- 7:43So sometimes we, you know, but even when we're good at it, it
- 7:47still is, you know, it's another full day worth of work on top of
- 7:52the typical work that we do. OK, that's a full day of prep.
- 7:55OK. So I love that example of how
- 7:58you guys prep the meal and bring everybody in together.
- 8:01Like specific stories like this are really fun to hear.
- 8:04Can you think of a specific story where the level of patient
- 8:09care like you guys really went above and beyond?
- 8:13I think that that would be nice for folks to hear too.
- 8:15Yeah, yeah. So we have one patient who he,
- 8:20he's been with us for man, I'm trying to think he's, he's
- 8:24probably been with us for 15 years.
- 8:27And most of our patients come in and out they, you know, they,
- 8:29they have a surgery, then they get, they get their out of the
- 8:34hospital. We take care of them for 30 to
- 8:3760 days and then they move on. But there's some folks that,
- 8:40that don't have that opportunity.
- 8:42And this, this particular person has been with us for, for 15
- 8:45years. He's a quadriplegic and, and,
- 8:48and so we have had people going out and, and taking care of him,
- 8:53bathing him, giving him all of his personal care that he needs,
- 8:57getting a nurse out there regularly and then also doing
- 9:01some therapy because, you know, just because he's a
- 9:03quadriplegic, you want to try to exercise those muscles.
- 9:07And so we have done his care for over 15 years and giving him
- 9:12everything that he, he needs on a, on a daily basis.
- 9:16So we're, we've got folks in there every single day to take
- 9:18care of him. And, and there's been times when
- 9:21the insurance company hasn't authorized that.
- 9:24And, and so that's a physical challenge for us.
- 9:27But we have said, you know what, we're going to continue to take
- 9:30care of him, even though the insurance company has said we
- 9:33don't think that he has this, this need anymore.
- 9:36And we'll try to fight it and, and hopefully make up that money
- 9:39on the back end. And sometimes it works,
- 9:41sometimes it doesn't. But I, I think that at this
- 9:44point we've got a pretty good understanding with them that he
- 9:46does need this care. So, so we are getting paid but
- 9:49but there's been times when we've gone without to take care
- 9:52of him so. I want to go down this road.
- 9:57I mean, it seems pretty cruel that an insurance company would
- 10:00try to make the argument that a quadriplegic doesn't need the
- 10:04care that you're offering. Maybe we'll just sort of leave
- 10:07that one there. But and focus more on the good
- 10:12because the the good part of this is that this is an example
- 10:17of like you guys really leading with the people first mentality,
- 10:20right? And it's like, we know this
- 10:21person needs care. He's a human being.
- 10:24I'm a human being. Like let's get him the care that
- 10:27he needs. And we'll worry about the money
- 10:30part on the back end, But we'll, we'll work to get our money.
- 10:33Maybe we'll get it, maybe we won't.
- 10:34But this person can't be without this level of care, right?
- 10:39Yeah, Yep, exactly. And and that's the way we've
- 10:41always operated. So before we get too much
- 10:45further along, because I've got a couple of different places, I
- 10:48want to take this interview, maybe explain for us in a little
- 10:51bit more detail the the different services that you do
- 10:53offer. Yeah, absolutely.
- 10:55So I would say that the, the core offerings that we have are
- 11:00skilled nursing services. What that is, is that's, that's
- 11:03a nurse that'll come in, they'll do wound care.
- 11:04So take care of of wounds. And that could be anything from
- 11:07something mild like a, a blister that popped to that they can't
- 11:11take care of all the way to a full tunneling wound that is is
- 11:16gaping and open to the bone. So we can do wounds all along
- 11:19that spectrum. It's doing IV therapy, making
- 11:22sure that they're getting the medications that they need for
- 11:25sepsis or things like that. It's, it's taking care of
- 11:30lymphedema. And so that's, you know, if, if
- 11:33you have lymph drainage issues and, and you tend to swell up,
- 11:37it's taking care of that and getting somebody back down to
- 11:41kind of what their, their normal appearances and their, their
- 11:45normal body structure is. There's physical therapy that we
- 11:48do, which is, is exercising limbs and, and really big muscle
- 11:52groups like arms, legs, things like that.
- 11:55Then there's occupational therapy and that is fine motor
- 11:59movement and being able to manipulate different tools like
- 12:02forks and pens and pencils so that people can eat, so they can
- 12:06function with, with some of the small detail work that you do
- 12:10that you take for granted. We also give social work
- 12:13services. So helping people find different
- 12:16community opportunities that they that they can have because
- 12:20you know, as much as we would want to take care of everything,
- 12:23unfortunately we can't just take care of everything.
- 12:27And so, and even when we're gone, we want to make sure that
- 12:31people are taken care of after we are out of there.
- 12:33And so we'll bring in social work to give them those
- 12:35community options so that they know where to go once we're out
- 12:39of the out of the picture. And then there's home health aid
- 12:41services, and that is taking care of all of the different
- 12:46needs that somebody has that aren't medical.
- 12:48So that's taking care of their bathing, getting them out of bed
- 12:52in the morning, helping them eat it.
- 12:54It can even be walking them here and there where in between those
- 12:58physical therapy appointments. So they have the strength to
- 13:02hopefully get off of our services.
- 13:03There's also speech therapy where we help people be able to
- 13:07speak again or swallow and so that they don't choke and and
- 13:10get them back to where they need to be from kind of a mouth and
- 13:15throat perspective. So this is a combination of both
- 13:18skilled and unskilled services. Are the services always being
- 13:22provided in home or do you have relationships with, I don't
- 13:26know, different hospitals or nursing homes where you go there
- 13:28as well? Typically it is in in facility
- 13:33or excuse me, in homes or in assisted living facilities.
- 13:36And so it is in a, an area where it's not super what they, they
- 13:42don't have that now on our Hospice side and because I
- 13:45haven't even gone into that one yet, but on our Hospice side, we
- 13:48do do services in hospitals and in skilled nursing facilities
- 13:52because those are able to, to be done concurrently.
- 13:55The home health has to be kind of a separate carve out from
- 13:59that's separate from those rehab facilities and things like that.
- 14:02And what geographies do you operate in?
- 14:04We currently operate in Northern Utah, OK.
- 14:10But explain for me what it means to be a CMS five star agency.
- 14:15So that is what a five star agency is, is CMS has a pretty
- 14:22hefty amount of data that they collect.
- 14:25And So what they do is, is every single time that we go into a
- 14:28patient, our initial visit, we collect this data and then every
- 14:3260 days we collect the data again.
- 14:35Or when somebody discharges, we collect this data.
- 14:37And so as you as we gather this information, we then transmit it
- 14:42to Medicare. And, and So what that is, is
- 14:44Medicare says, here's all this information and then they rate
- 14:48everybody against each other. And, and some of those measures
- 14:51are process measures. It's like, did you check the
- 14:55patient's pneumonia vaccine? It's did you are, were you in
- 15:00there within 24 hours? It's things like that.
- 15:02Sometimes it is, it's, it's outcomes data.
- 15:05So did the patient get better at taking medications or did the
- 15:09patient improve at going to the bathroom during your time there?
- 15:14And so they gather all those measures together, add
- 15:18hospitalizations on top of that, and then they come out with what
- 15:21they call a five star system. And so you can be anywhere from
- 15:25one star to five stars on that rating scale.
- 15:29And and you know, if you're a one star, if you're a two star,
- 15:32that doesn't mean that you're bad.
- 15:34What it means is it means that everybody else is is progressing
- 15:37beyond you. A three is, is pretty much the
- 15:40average agency and that's where people want to be.
- 15:44But then when you get into four and five stars, obviously your
- 15:47outcomes are better. And So what that means is that
- 15:50means that that people are getting better, people are being
- 15:52healed, healed, more agencies are doing all the little things
- 15:56that need to be done in order to get that care where it needs to
- 15:59be. And so that's kind of what that
- 16:01five star rating means. And so is this sort of tied to
- 16:07the performance improvements that we mentioned in the intro
- 16:10going from the 33rd percentile to the 99th?
- 16:13It is, yeah. And and a lot of that, one of
- 16:17the things that we've found is that most of our clinicians were
- 16:22getting the outcomes that we wanted them to get.
- 16:25They were, the patients were improving, they were healing,
- 16:28but they weren't documenting them well.
- 16:30And that's, you know, one of the things that that is great with
- 16:33clinicians is they care so much and, and that's where they focus
- 16:37all their energy. But on the flip side, because
- 16:40that's where they put their care, that's where they put
- 16:42their attention. They tend to leave that
- 16:45documentation piece and say, well, you know, I'll get to that
- 16:48eventually. And when you get to that,
- 16:51eventually you don't get the results that you need because
- 16:54you're just not remembering the right things and you're not
- 16:56focused on everybody else. You know, you're focused on a
- 17:00single stakeholder, which is your patient.
- 17:02You're not focused on the other stakeholders, which is the
- 17:05people in the office and the people at the payers, because
- 17:09the payers are also, you know, you talked at the beginning
- 17:11about how we have multiple sets of clients.
- 17:15We have our our, our patients and we have our staff.
- 17:18We also have the insurance companies that we look at as
- 17:20clients too. And even though it's a little
- 17:23bit different relationship, we're there to serve our the
- 17:26insurance companies as much as we are to serve our patients and
- 17:29our staff. So the biggest sort of lever
- 17:32that you pulled to affect that that significant change was to
- 17:37improve the documentation. Yeah, it was.
- 17:39It was to get them where they needed to be on the
- 17:41documentation side. What else?
- 17:44Set the documentation aside. What was one other big lever
- 17:47that you pulled that helped to boost those numbers?
- 17:50One that we we found was hospitalizations and that was
- 17:53that was something that really was a significant challenge
- 17:55because we noticed that the people were going to the
- 17:58hospital too much. Yes, they were improving when
- 18:00they were improving, but they were going back to the hospital
- 18:03and and you know, as we talked about stakeholders, that's one
- 18:06of those things where that cost an insurance company money.
- 18:08And when that insurance company is Medicare, that means it cost
- 18:11the taxpayer money. So how can we get them out of
- 18:13the hospital? And So what we did is we did a a
- 18:17hard target search of every single hospitalization and we
- 18:20said, OK, not just why were they were they hospitalized?
- 18:23Why were they hospitalized? And so we drilled into the data,
- 18:26looked at everything that we could and found what the root
- 18:30causes for those hospitalizations were.
- 18:32And then we took steps to mitigate those.
- 18:34And one of the most significant ones that we found was people
- 18:37who are getting sepsis from Utis and, and you wouldn't think that
- 18:41a urinary tract infection would be something to really be going
- 18:45to the hospital for. But for most of our patients,
- 18:48those can turn very quickly into some kind of sepsis and then
- 18:53that leads to hospitalizations and, and other adverse outcomes.
- 18:55And so we put into into play different tests and said, you
- 19:00guys, you are all empowered to, if you notice anything wrong,
- 19:05you can just go ahead and do a simple dip test it it will tell
- 19:09you if you need to be more concerned or less concerned
- 19:12about this. So then we can get them the
- 19:14medications that they need right away.
- 19:16So then they don't go to the hospital.
- 19:18And and that was 25% of our hospitalizations was that one
- 19:22little thing and we wiped that from 25% to 0.
- 19:26Oh my gosh, yeah. Just the the big change was
- 19:31telling your staff, hey, if you notice anything, if you're at
- 19:34least a little bit suspicious, you said a dip test.
- 19:37So I don't know. Is there like a yeah this?
- 19:39Paper, yeah, Pee in a cup. And then you just put a little
- 19:42dipstick in and the stick will say, is there concern?
- 19:46Is there bacteria in the urine or is there not bacteria in the
- 19:49urine? And this is a relatively
- 19:51inexpensive little dipstick that.
- 19:53You cost a buck and 1/2. And from that you were able to
- 19:57take, you were able to take what was 25% of your hospitalizations
- 20:01down to now it's 0%. Yeah.
- 20:05And how did you, you said you did some sort of a deep dive on
- 20:09the data, some sort of a targeted search, Say more about
- 20:12that? Yeah.
- 20:13So what we did is is we went into our EMR and and I have.
- 20:18EMR is. Oh, electronic medical record.
- 20:21Yeah, I, I, I say a lot of terms that I think everybody's got to
- 20:25know this, but I, I realize I'm the one that knows this so.
- 20:29And everybody in your field. But for those listening who who
- 20:31don't, Yep, go ahead. Exactly.
- 20:33Yeah. So, so we went to our medical
- 20:35record and what I did is I know SQL, which is a programming
- 20:40language really, really well. And that was the format that our
- 20:43database was in. And so I said, I'm going to go
- 20:46across our entire business unit and run a report that grabs all
- 20:50of these different hospitalizations so we can
- 20:53identify the people instead of having individuals find, hunt
- 20:57and find each one. Because when you're serving 1500
- 21:00patients a year, going through an entire chart is a lot of
- 21:03work. And so then we did that to
- 21:06identify the people and then we did, we went into that further
- 21:09and did some more SQL queries to determine what it was.
- 21:13That was the hospitalization through a lot of it was just
- 21:17searches for, for text threads and, and you know, some of those
- 21:22like that got us most of the way there, but that didn't get us
- 21:25all the way there. And so anybody that we found
- 21:27that we couldn't just automatically pull that
- 21:29information for, we went in and, and had somebody review the
- 21:33chart. And so it was a combination of,
- 21:35of some programming as well as some, some legwork or or I guess
- 21:39clicking work to to get to the point that we found all of that.
- 21:44Is this level of tech utilization unusual for a group
- 21:50your size? I would say that certainly at
- 21:53the time that we did it, it was definitely unusual Agents,
- 21:58people are catching up in our industry, but I would still say
- 22:00that we are, relative to others, technologically advanced in our
- 22:05field. Can you say more about that?
- 22:08What is it that you guys are doing that's maybe a bit ahead
- 22:10of the curve? Yeah.
- 22:11One of the things that that we're really focused on right
- 22:14now is artificial intelligence and using AI in a lot of
- 22:18different aspects, not just for patient care, which is where
- 22:22kind of a lot of the energy is right now, but also in every
- 22:25other aspect of our business. So can we use AI in our
- 22:29marketing? Can we use it in our finance?
- 22:31Can we use it in our, in our quality assurance and, and
- 22:33looking over our data, where can we use AI to augment what we're
- 22:38doing so that we can ultimately see more people and with the
- 22:43same staff that we have to support our field staff?
- 22:47I'd be interested to take a little bit of a deeper dive on
- 22:50this because, you know, recording this at the early
- 22:54February 2025 on top of everybody's mind and what are
- 22:59the sort of practical applications of this kind of
- 23:01tech? Maybe let's talk 1st about
- 23:03patient care. What?
- 23:05What does that look like tied with AI?
- 23:08So right now the, the AI that we're looking at in on the
- 23:11patient care side is, is a couple of different things. 1 is
- 23:14a what we're calling a copilot. And what that is, is, you know,
- 23:19as I was talking a little bit earlier about our clinicians
- 23:21feeling like they're on an island or, or clinicians in our
- 23:23field feeling like they're on an island.
- 23:25And, and some of that is they don't necessarily have somebody
- 23:29there to tell them, oh, hey, have you looked at this?
- 23:32Have you looked at that? You know, sure, they could call
- 23:36into the office, they have a director of nursing that they
- 23:38can give them that assistance. But when you're in a hospital or
- 23:42when you're in a skilled nursing facility, you have your
- 23:44colleagues around you to give you that, that help and you can
- 23:46bounce ideas off of them. The clinical copilot is an
- 23:50option that gives them somebody, somebody, an AI to bounce that
- 23:55off. And so they're able to say, hey,
- 23:57I've got these symptoms. This is what's going on with
- 24:00with a patient. Can you give me some ideas on
- 24:03what might be happening? And then the AI will spit out,
- 24:07here's what I think are some suggestions, Here's some things
- 24:10that you can try so that then they feel like they have that
- 24:14extra knowledge base that they don't have in their brain
- 24:18augmenting what they're doing. What's feeding that AI on the
- 24:22back end? Is it, you know, like an, is it
- 24:25open AI? Is it some some of your own data
- 24:29that you've collected over the years?
- 24:31So, yeah, yeah, we have a. So there's one of the things
- 24:34that that is a challenge with this is, is there's a lot called
- 24:36HIPAA, which is health privacy basically.
- 24:39And so it is a HIPAA compliant data set that that I think that
- 24:45the vendor that we're talking with, they do use open AI on as
- 24:50part of their back end, but it's augmented within clinical data
- 24:53that's fed into it as well. So it's a combination of of
- 24:57commercial data sets that are are sandboxed in a in a HIPAA
- 25:00way and then augmented with clinical data that feeds it that
- 25:05allows it to continually get smarter.
- 25:08How are you guys using it in finance?
- 25:12Right now the the way that we're using it in finance is is to
- 25:16scan and and put information in from accounts payable vendors
- 25:20and things like that without human intervention.
- 25:22So it's feeding out a lot of fields that used to have to be
- 25:25manually filled. And so all of that is being
- 25:28done. It's just scanning the invoice
- 25:30and then putting it into the system.
- 25:33Is there the potential? I don't know.
- 25:35How are your employees filling out the the care records or is
- 25:42it like a manual process and then that's sort of scanned in?
- 25:45And can that be used with AI or are they typing it already into
- 25:48a sub form? So right now they're typing it
- 25:51into a system. We don't have anybody who's
- 25:53who's doing any paper records. It's all electronic now.
- 25:56And and so that is is an area where we're going to start using
- 26:01artificial intelligence. We haven't got there quite yet
- 26:03because we're working with vendors to actually build this,
- 26:06but get it so that then we can use AI to see what's going on in
- 26:12those charts to identify issues and see what we need to do with
- 26:15patients more quickly. We're right now we're primarily
- 26:19relying on individual reporting. The artificial intelligence
- 26:23would then give us upfront information and start paying
- 26:26people to say, hey, you need to take a look at this.
- 26:28Hey, this, this patient may be more appropriate for a different
- 26:32care setting. This patient you may need to do
- 26:34some more visits on or, or this patient may be ready for
- 26:38discharge and, and you haven't noticed that yet.
- 26:40So just kind of augmenting that clinical person who's in there
- 26:44and, and giving us the ideas more quickly so that we can get
- 26:48that patient the care that they need.
- 26:49Or alternatively, you know, talking back about our insurance
- 26:53partners, make sure that they aren't paying for care that they
- 26:55don't need to pay to pay for. This is fascinating and this is
- 26:58a system that you guys are building.
- 27:00There's nothing sort of off the shelf that does what you need.
- 27:03There is nothing off the shelf right now.
- 27:06And and so, yeah, that's, that's why we're doing it this way.
- 27:09That's that's amazing. How far off do you think it is
- 27:12for being ready for prime time use?
- 27:15We one piece of it I think is So what we're doing is we're trying
- 27:19to cobble together multiple vendors to do this one piece.
- 27:24We're supposed to get a demo here in about a month of, of the
- 27:27first piece of this. And that's, that's the one that
- 27:30sends them to different care settings.
- 27:32The, the next piece after that, which is are you, are you doing
- 27:36the appropriate level of care? Do you need to do more or less?
- 27:39That's probably another I I would hope less than six months
- 27:43out, but it might be a little longer than that.
- 27:45Oh, love to have you back on after you guys have put it
- 27:49through its paces a bit and see how it's going.
- 27:51So I think that that could be a game changer for a lot of folks.
- 27:55Yeah, absolutely. Potentially a possibility for
- 27:57you guys to to license that tech that you've built and I'm sure
- 28:01that your head's already there as well.
- 28:03Yep. So tell me how you guys are
- 28:06using it in marketing then? Is it just to kind of come up
- 28:09with different copy and AD ideas?
- 28:11The exactly, yeah, it's the one of the things that we found is
- 28:15at least for our, for our marketers and for the, the
- 28:17people who do that, that ideation process is one of the
- 28:20most challenging aspects of, you know, thinking of what it is
- 28:25that I want to, to have be this ad campaign or what it is that I
- 28:29want to take out to, to different partners.
- 28:31This gives them a lot of ideas and starts that brainstorming
- 28:35process a lot quicker. So as a result, they they, they
- 28:41are dramatically cutting down their time and they're able to
- 28:43get out there and actually do the work as opposed to sit in an
- 28:47office and brainstorm for all of that time instead.
- 28:51What Bo, have you found is maybe the most successful growth
- 28:56strategy for you guys? Is it, you know, running
- 28:58Facebook ads? Is it partnerships with
- 29:00different facilities, Something else?
- 29:03It, it, I would say partnerships with, with facilities and, and
- 29:06primarily with hospitals and with assisted living facilities.
- 29:10One of the things that, that we found in our industry is that
- 29:14you can put out a lot of ads. You can, you know, you can put
- 29:17up billboards, you can do it on Facebook or, or Google ads or
- 29:20whatever. And in a lot of industries that
- 29:23works great. But because of the way that we
- 29:25have to work, because we have relationships with doctors, the
- 29:28doctors have to always give a referral and, and sign orders
- 29:32on, on patients. We can't just go out and start
- 29:34seeing people as a result of that.
- 29:37That one-on-one connection is, is the real way that we have
- 29:41been able to drive growth is getting people in front of other
- 29:44people, talking with them about our services and creating a
- 29:48relationship so that then they feel comfortable to refer back
- 29:51to us. I, I wish that we could scale
- 29:54with ads and, and, and Facebook. That would make life a lot
- 29:57easier. But unfortunately it's that one
- 30:00to one, which which means that we don't scale as quickly, but
- 30:02it does mean that it's it's a sustainable growth.
- 30:08What does the future look like? Where are the growth
- 30:11opportunities for you guys? Is this larger geography?
- 30:14Is this expanded services? Is this just getting the word
- 30:18out with you know better within the geography that you're
- 30:21already operating in? It's a combination of all three.
- 30:24We are looking at, at new geographies both in state and
- 30:28out of state. And then we're also looking at
- 30:29new service lines and, and getting into, you know, right
- 30:32now most of our care is, is focused on, I would say more
- 30:35geriatric patients. Now we do have folks who are are
- 30:40my age and who are younger than my age who are aren't on
- 30:43services, but moving from that also into pediatric care and
- 30:47taking care of of kids as well as adults.
- 30:51In home settings still. Yeah, absolutely.
- 30:57What's 1 book resource podcast course that has been helpful for
- 31:03you that you'd recommend to others?
- 31:05The my favorite book on on making your company better, in
- 31:11my opinion, is speed of trust and I it's by Steven, Mr. Covey,
- 31:15and I love it because it talks about how trust is the
- 31:18foundation of everything that you do.
- 31:21And we found that to really be true here.
- 31:23That's, that's one of the reasons why we do so many things
- 31:27with our, with our field staff and why I cook for people and,
- 31:31and why we do all the things that we do is because we're
- 31:33trying to build that trust, because that trust is a
- 31:36foundation that then we can build so many other things on.
- 31:39And if you don't have trust, then what you have is you have
- 31:42processes that grinds to a halt. You have people that are
- 31:46infighting because they don't, they don't trust each other and
- 31:49they think that somebody's trying to get them.
- 31:51But when you have that trust, all of that melts away and
- 31:55you're able to move forward much quicker and, and move things at
- 31:58a rapid pace. And so you're able to innovate,
- 32:00you're able to bring new things into the company.
- 32:02And people aren't afraid that, well, you know, what does this
- 32:05mean for me? Or you're trying to get me or
- 32:06you're trying to, to harm me. No, we're, we're trying to help
- 32:09you. And and that that trust
- 32:12underpins everything that we do with our company.
- 32:14Can you give a specific example of how you foster that trust?
- 32:18Yeah, I, I mean, one way that we've, we've foster that trust
- 32:21is by being really transparent with our staff.
- 32:23If there are they, they know exactly where they stand with us
- 32:29at all times. And, and that can be a challenge
- 32:32sometimes because, you know, it's, it's hard to tell people,
- 32:36hey, here's here's where you're failing.
- 32:37Here's where we need you to improve.
- 32:40But we some of the ways that we've done that is by
- 32:42introducing scorecards and making sure that that they can
- 32:44pull those and that they know the data behind it.
- 32:46So that it's not a surprise to them when when they go to an
- 32:50annual review and find out, well, here's here's what your
- 32:53your raise is and here's why your raise is, is what it is.
- 32:57You didn't get a full raise. And the reason why is because if
- 33:00you look at your scorecard, then this is where you were and that
- 33:03scorecard comes right back around to all of those *
- 33:07measures. So are they are their patients
- 33:09improving in those different areas or are their patients
- 33:12actually not? Are they getting their
- 33:13documentation in on time and and all of that is information that
- 33:17they know and that they know directly how they can affect?
- 33:23So for those folks that are listening, that are trying to
- 33:27make their mark, what advice would you have for folks that
- 33:30you know want to advance their career in this field?
- 33:33I would say that advancing your career in this field, it it's
- 33:38certainly a challenging field. It's it's not one that is for
- 33:41the the faint of heart. It's super rewarding, but it's
- 33:45also one where you don't have high margins.
- 33:47So it's not something where you can just go and say, I'm I'm
- 33:50going to be able to make this product and, and sell it for
- 33:54twice the price and, and make a lot of money.
- 33:57You have to love what you do. And if you don't love it, you're
- 34:00not going to make a mark. If you do love it, then get
- 34:03involved in the community. It's not just going to be you
- 34:06and the company that you're at. Get involved with other
- 34:08companies in the community and, and form partnerships.
- 34:11You don't have to cross refer necessarily, but you, the more
- 34:14relationships that you have, the better you are.
- 34:17And that's one of the things that I found in my career has
- 34:19been the most helpful is the relationships that I've built,
- 34:22not just in Utah, but around the country in home health and
- 34:25Hospice. And, and through those
- 34:26relationships, I've been able to open up areas that I never
- 34:30thought possible. Even though we are just a small
- 34:33agency in, in Utah, I, I, I have friends around the country
- 34:38through what I've been able to do that have helped the industry
- 34:42around the world, around the country.
- 34:44What do you do to form those community relationships?
- 34:47Are you, I don't know, going to festivals and fairs?
- 34:50You setting up a tent? What?
- 34:51What does this look like for? You yeah, a lot of it is.
- 34:54So I go to we have annual conferences just like a lot of
- 34:58industries do. And and so it started out with
- 35:02me going to those conferences, getting education, learning and
- 35:06then from there starting to connect with people that I I
- 35:09found interesting and that I thought this is somebody who has
- 35:12great ideas. And then once I make that
- 35:14connection and, and form that, that tight knit again, trust
- 35:20with that person, then they connect me with other people.
- 35:23And pretty soon those connections turned into a lot of
- 35:26connections. And then those connections led
- 35:29to me getting positions with our, our National Association on
- 35:35the Advisory Board and things like that, where I was able to
- 35:37then give back to the community. And, and that's one of the, the
- 35:41key pieces is it's not just getting from these folks and,
- 35:44and it's giving to them. It's saying, OK, here's how I
- 35:47can add value. And the way that I can add value
- 35:49is through ideas. It's through giving information
- 35:52out and being generous with what I'm doing it so that it's not
- 35:55just me hoarding information, but it's me getting that out to
- 35:59everybody else so that they can also improve.
- 36:00Because ultimately we are a public good, like our, our
- 36:04industry is something that really, really matters to the
- 36:08country. It's, it's cost effective.
- 36:10It is something that is, is really, really needed for so
- 36:13many people out there. And so the way that I can help
- 36:17everybody is by getting ideas out there, helping people to get
- 36:22where they need to be. And, and when I get an e-mail
- 36:24from somebody that is, is one of my connections and they say,
- 36:26hey, Bo, can you help me out with something then I always say
- 36:29yes. And and having Yes 1st as my
- 36:33mentality as opposed to no first has gone a long way.
- 36:37It's so fascinating that, you know, I asked the question about
- 36:39community in in your head went to community of other service
- 36:43providers. And I think that's so important
- 36:45and can be such a, a strong support network, right?
- 36:49Because here you are, you know, now you're an owner, you're, you
- 36:53know, you're running the business there.
- 36:56Obviously, you've got other folks in your leadership team,
- 36:58but how great is it to be able to have the support and for you
- 37:01to be able to support other people who are trying to provide
- 37:05the same kinds of care and services that you are?
- 37:08I mean, nobody else knows the kinds of struggles and specific
- 37:12challenges that you deal with better than other folks who are
- 37:14in your same position. Absolutely.
- 37:17Yeah, it's, it's, it's so true. And, and that support that we
- 37:21have with each other is, is something that really, it makes
- 37:25some of the challenging times feel a lot less challenging
- 37:27because you know, you've got somebody that has your back.
- 37:30Yeah, Beau, what's a serious challenge that you've overcome
- 37:35in your life? Maybe it's something personal or
- 37:38professional, maybe a combination of the two.
- 37:41What was that like? How did you get through it and
- 37:43what were some lessons that you learned?
- 37:45Yeah. One of the, I would say the
- 37:47biggest challenge that I, I have got through is a few years back
- 37:52we had at the time there were 3 owners of our company and I,
- 37:56there was me, there was one other that I, I work really
- 37:59closely with and that we've been friends for, for 20 some odd
- 38:02years. And we had an additional owner
- 38:04and we got into a lawsuit and it, it was because the, the one
- 38:11owner wanted to go One Direction.
- 38:13We said we're OK with that, but we want to go a different
- 38:15direction. She actually tried to take the
- 38:18whole company from us and, and, and I mean, and so it was a big
- 38:23lawsuit. It was it, it, it took about
- 38:26three years to resolve, all said and done.
- 38:28But during that three years, there were a lot of a lot of
- 38:33challenges, a lot of long nights as we talked with lawyers, as we
- 38:39worked to make sure that the company was still successful
- 38:41and, and that it was able to support the staff.
- 38:44Because you know, you, you can't just stop operations and say,
- 38:48OK, I'm going to focus on a lawsuit now.
- 38:50You have to make sure that you're still seeing those
- 38:53patients and that you're still taking care of the staff.
- 38:54And that through all of that and, and all that chaos that
- 38:58that brings, that they feel like there is still a company here.
- 39:03There is still a support network that I have and that that's not
- 39:07going to go away. And, and so there was a lot of,
- 39:10of talking with staff and, and reassuring them and saying we're
- 39:13still here, we're going to be here.
- 39:15We, this is not going to be a problem for you.
- 39:18So don't worry about it. And we didn't end up losing
- 39:21weight. We lost two staff members during
- 39:23that time frame. We were afraid that we were
- 39:26going to lose about 30% of them initially.
- 39:28So, so losing only two felt really, really good.
- 39:33But the, the, the thing that I found from that is really when
- 39:37you, when you get into a lawsuit, that's not something
- 39:39where you typically like the person on the other end, you,
- 39:43that's something where you, you tend to really, you know, things
- 39:47like hate can come into it. And that was something that I
- 39:50worked very, very hard to say. I do not want this to be me
- 39:55because that hate and that that anger that you have towards
- 39:58somebody can seep into all other areas of your life and it can
- 40:02transform you in very negative ways.
- 40:04And so that was, that was the thing that I said up front is I
- 40:08can't be somebody that hates this, this business partner,
- 40:12she's making bad decisions. I don't agree with them.
- 40:16They're hurting the company, but I can't hate and I didn't.
- 40:21And, and, and so things ended up working out.
- 40:26We bought her out. She, she got her money and went
- 40:30her way. We have the company.
- 40:32We went our way. And and I think that through
- 40:36having that mindset of I, what is the end that I want?
- 40:39And the end that I want is I want to be a good person still.
- 40:43I don't want to be somebody who, who other people would look at
- 40:47and say, oh, he's just out for him.
- 40:49He's or, or, or he, he's a real negative person.
- 40:52I wanted to still be the person that I was before the lawsuit,
- 40:56after the lawsuit and I, and I feel like with that, I was able
- 40:59to to move through that in a way when a lot of people aren't able
- 41:03to. I mean, it's really admirable
- 41:05that a big part of your goal was not to be consumed by hate
- 41:09because you're right. And that kind of a situation,
- 41:13you and your other partner, you feel very passionately, very
- 41:16strongly about the direction that you want to take the
- 41:17business. And it's OK to have
- 41:20disagreements, but to have a lawsuit filed against you, this
- 41:22is, you know, just a world of stress that comes down upon you.
- 41:27It's one thing to say, hey, I'm going to choose not to hate.
- 41:31It's another thing for that to actually be the felt sensation
- 41:36inside of your body. Like what were you actually
- 41:39doing to help mitigate, reduce, ignore the the hateful feelings
- 41:45that are very natural to have pop up.
- 41:47Yeah, you know, some of the things that I did and I, I pray
- 41:51for and, and, and I, I said I wanted her to have what was best
- 41:57for her as well. And, and, and, you know, there
- 42:01were opportunities to send her to, to jail actually because of,
- 42:05of contempt rulings. And the judge said, what do you
- 42:08want to do? And I'll do whatever you want.
- 42:11And we said, you know, we could do this.
- 42:14We don't want to do this because that right there is just, it's
- 42:18malicious and it's arbitrary and capricious.
- 42:21And instead of that, we want our attorneys fees paid because it
- 42:24cost us money to fight this, this contempt hearing.
- 42:29And that's all we want. Just just give her that.
- 42:32And so it was always being generous with her and trying to
- 42:36make sure that she came out with a, with a win in an area where
- 42:40it was very hard for both parties to win.
- 42:43And, you know, in the end, was it a win on both sides?
- 42:46I, I think so she got money. We got the company that we
- 42:52wanted and, and we were able to go the direction we wanted.
- 42:54And so, you know, seeking a a win win for her, even though
- 42:59that was decidedly not her perspective is, is I think
- 43:03another way that we we did that as well.
- 43:06Was there anybody who was sort of coaching this mindset to
- 43:10mentality for you during this time period?
- 43:12Because what you're describing, it's how I hope I would react in
- 43:17a similar situation. But man, I like having one of my
- 43:21business partners file a lawsuit against me and then, you know,
- 43:24these contempt hearings and like, I could just see myself
- 43:27getting pretty worked up about this.
- 43:31You know, I, I certainly had had some help.
- 43:33I mean, my wife was was very helpful and, and so so there was
- 43:38that. There was, again, I mean,
- 43:41through prayer that that really helped me to, to change my
- 43:45feelings and, and talking it out with, with God got me to process
- 43:52the things that I needed to process.
- 43:54And then I, I knew that I had such a great support network
- 43:56through all the people that I've talked with over the years.
- 43:59And I was able to, you know, certainly not share everything
- 44:01with them, But, you know, there were people that I knew that
- 44:04were lawyers and there were people that I knew who, who were
- 44:07in home health and Hospice. And I was able to say, Hey,
- 44:09here's this challenge. Can you help me work through
- 44:13this? And so knowing that I had all
- 44:14that support also helped to get me to say, you know, this is OK
- 44:19and and I can get through this. You know, Beau, my experience,
- 44:24sometimes what we consider to be our biggest mistakes end up
- 44:29becoming our greatest teachers down the road as we kind of look
- 44:32at them in the rear view mirror. Can you think of an early career
- 44:35moment that seemed like a set back at the time but actually
- 44:38propelled you forward? Yeah, I think that one of the
- 44:44big setbacks that I had, there was a time when I, this, this
- 44:51was probably back in, oh, I 2007, 2008.
- 44:55And I, I thought I was doing great.
- 44:57I thought everything was, was going smoothly.
- 45:00And then I, I had a series of conversations with people where
- 45:07they told me you're not nearly as good as you think you are.
- 45:11And, and so I said, well, that's not what I want to be.
- 45:14I want to, I want to be better than that.
- 45:17And so I, I had a coach who I worked with and, and he sent out
- 45:23a survey to everybody at the company.
- 45:26He said, let's just see what everybody thinks of you.
- 45:29And in that survey, you know, it was, you're ranked one to five.
- 45:33And my overall score was, was like a 2.8.
- 45:38So I looked at that and I said, that's not good enough for me to
- 45:42ever move beyond just a worker. I nobody's going to trust me.
- 45:47People think that I'm, I'm cold or that they, they don't, they
- 45:50don't want to work with me because they think I'm critical
- 45:53of them. And so through all of that, he
- 45:58and I worked together on a plan to improve.
- 46:01And so, you know, he worked on my strengths and he said, OK,
- 46:04here's where people say that you're strong, this, this, this,
- 46:07and this. Here's where people say you're
- 46:08weak, this, this, this and this. And we're going to focus on your
- 46:11strengths because by putting up your strengths, it's like the
- 46:15the pulse on a tent. And you can increase the room in
- 46:18your tent by increasing your strengths, just like if you do
- 46:22increasing your weaknesses or, or improving your weaknesses.
- 46:25The difference is, is that it's a lot easier to improve your
- 46:27strengths than your weaknesses because that's why they're your
- 46:30strengths. And so we worked first on my
- 46:32strengths to improve those. And then we started working on
- 46:36my weaknesses when my strengths were higher.
- 46:38And we did continual surveys with people and people probably
- 46:42got sick of getting surveys from me.
- 46:44But at the same time, those surveys were extremely valuable
- 46:47and they told me if I was going on the right direction or on the
- 46:49wrong direction. And you know that that 2.8 that
- 46:54I had in my overall score in terms of like working with you,
- 46:58are you a good leader, that kind of thing.
- 47:00It moved up to a 4.3 over the course of about three years.
- 47:06And so it's an interesting strategy to focus first on those
- 47:09strengths, little counter intuitive, you would think, OK,
- 47:12here are my strengths, here's what I'm already doing.
- 47:14Well, so let's go focus on the other stuff first.
- 47:16But the idea was get you some momentum, right?
- 47:20Like here's things that you already are kind of naturally
- 47:23good at. Let's let's prop those up a
- 47:25little bit more so that you kind of buy into the the whole
- 47:29process of it. And then let's go and focus on
- 47:32those things that we've identified are weaknesses.
- 47:34And, you know, hats off to you because that's not easy to do.
- 47:38It's one thing to say, Hey, I'm already really great in these
- 47:41four things. Let's just, you know, fine tune
- 47:44the dials and, you know, help me accelerate there.
- 47:46But then just to to admit to yourself that, hey, here's some
- 47:50stuff that maybe I kind of suck at, you know, that hurts.
- 47:55Yeah, yeah. It, it, it was not fun to to
- 48:00say, hey, I'm no good at in these areas and, and I need to
- 48:05get better. And, and it took some discipline
- 48:08and it, and it took his feedback and his holding me accountable
- 48:13to read the things that I needed to read, to do the things that I
- 48:16needed to do in order to get me to that level that I, I needed
- 48:20to be at, to move from just working as a, as a line worker
- 48:25into management that then propelled me into executive
- 48:27management and ultimately ownership.
- 48:30What's 1 weakness that you had to work on and what was maybe
- 48:34the biggest difference maker for you in that work?
- 48:37I would say biggest weakness is it was being overly critical of
- 48:42people and in, in, in some areas, in some industries that
- 48:46may be totally OK, but at least in our industry in Utah,
- 48:50definitely that's not the, the path that you want to take.
- 48:54You want to be nurturing, you want to be helpful and you want
- 48:57to be open. And I was none of those things.
- 49:00And, and so he said the first thing that you need to do in
- 49:04order to do that is to he, he called it leadership by
- 49:07wandering around. And what that means is you get
- 49:10up out of your seat and you go talk to people.
- 49:12And it doesn't mean that you're going and you're talking work
- 49:15necessarily. You're going and you're building
- 49:16relationships because those relationships that you have with
- 49:19people will get them to then want to be with you and to want
- 49:23to work with you. And, and so that right there was
- 49:26I, I would say the single most impactful thing that I did to
- 49:28improve those scores, because as I got to know folks better, then
- 49:33we naturally became friends. We naturally started working to
- 49:35Better Together and we naturally built that trust.
- 49:39So what does that actually look like?
- 49:40So you you get up from your desk there, you, you walk outside and
- 49:43you're like, hi, Jill. You know, how was your weekend?
- 49:47Sort of as simple as that. It, it can be as simple as that.
- 49:50Yeah. And, and, and then the going
- 49:52beyond that and, and starting to get to know their families and,
- 49:55and what they, they cared about. And, and just really focusing on
- 50:00them and saying, OK, I'm going to find out more about them.
- 50:03And, and you know, I, I love to get stuff done.
- 50:07And so because I love to get stuff done, then a lot of times
- 50:11I just focus on something and I don't actually get up and talk
- 50:14to people because I'm like, I've got time and I don't, I don't
- 50:17have time to talk to people. But that's the opposite of what
- 50:21I need to do. It's saying, you know what, I'm
- 50:24going to get up. This is me getting things done
- 50:27is getting up. And I had to schedule time.
- 50:29I said, OK, here is the time when I'm going to get up and I'm
- 50:33going to go talk to people and I will be doing it for at least
- 50:371/2 an hour. And so I did that at least twice
- 50:39a day. So an hour of my life, it was
- 50:42getting up and talking to people and it wasn't always the same
- 50:44people. It was going to the folks in our
- 50:46finance department and talking with them.
- 50:48It was going to our our quality assurance people and talking
- 50:51with them, going to our marketing people and talking
- 50:53with them. So that I was building those
- 50:55relationships with everybody in the company, not just one group
- 50:58of people. Were they a little taken aback
- 51:00when it when you first started doing it?
- 51:02What's Bo doing here? I, I think that they were a
- 51:06little surprised, but I think it was a pleasant surprise.
- 51:09It was like, Hey, I, I haven't seen you out of your office
- 51:11except when you get up to go do something and then you
- 51:14immediately go back because you're doing something and, and
- 51:17so getting to know me as well and, and, and being open and
- 51:21vulnerable with them. And you know when they say, Hey,
- 51:23what's what's going on with your family?
- 51:25Tell me more about that. Me then answering that and and
- 51:30and and having myself be open in addition to just asking them
- 51:34about themselves really made a difference.
- 51:37So there are a lot of other people listening to the story
- 51:40right now, and they're like, yeah, Bo, you describe me like
- 51:42I'm very task oriented, like I'm at work to get work done.
- 51:46And they're listening to your story.
- 51:48And they're saying, OK, but Bo, did that actually help you get
- 51:52more done? And that may be part of the
- 51:54wrong question, but it's what people are wondering.
- 51:56So what would you say to that? I, I would say that it didn't
- 52:02necessarily help me get more done.
- 52:04I in the sense that I didn't do more work myself.
- 52:07What it did help is it did help me in my career.
- 52:10It helped me to be able to become more of, of who I needed
- 52:15to be as a person. And it helped me become more of
- 52:18who I needed to be as a leader. And so in that regard, it
- 52:22definitely helped me to get more done because I was able to
- 52:25progress. If I was always just focused on
- 52:27the task, I would be a great task guy from here to eternity.
- 52:32And and I and I do a wonderful job in a lot of task related
- 52:35fields. But where I wanted to go, which
- 52:38is, you know, ultimately me getting work done that I wanted
- 52:41to get done, which was to get into management, get into
- 52:42leadership. I had to do this in order to
- 52:45make that happen. Bo are there any daily practices
- 52:49that you find helpful, keep you on track, keep you centered?
- 52:53Yeah, some of the things that I do is, is I try to focus on
- 52:58things that uplift me and and those things that uplift me.
- 53:01It can be spiritual things like reading the Bible or it can be
- 53:07things like reading inspirational stories or
- 53:10conversations or talks, reading books that that help build me.
- 53:13So, you know, things like the speed of trust, like good to
- 53:16great, like First things first, the leadership challenge.
- 53:20All of those books that, that help me to grow and improve are
- 53:25and, and setting aside some time to do that is one of those
- 53:29practices that really matters. And, and so I try to make sure
- 53:32that that I take, you know, at least 20 to 30 minutes a day to
- 53:37do that. Another one is getting exercise.
- 53:40And, you know, it's easy to say, well, I'm going to, I'm just
- 53:45going to get to work and I'm going to work and then I'm done
- 53:48and I don't have any energy to do anything else but getting
- 53:50exercise throughout the day. And sometimes that is taking
- 53:53some time during lunch to go out and take a little walk, or
- 53:57sometimes that is doing exercise before work.
- 54:00Sometimes it's doing it after work, but just making sure that
- 54:02I set aside time to focus on my physical needs as well as all of
- 54:07the other needs that I have. What's the best decision you
- 54:11ever made for your business? The best decision that I ever
- 54:15made for my business, I, I, I would say it would be to fight
- 54:19that lawsuit. I mean, one option that we had
- 54:22was to, to give up and to just say, OK, we're not going to do
- 54:26this. You can have it.
- 54:28And, and that is, I would say my first inclination because I'm
- 54:31not somebody who naturally likes what negative energy.
- 54:37And I knew that it would bring a lot of that into my life, But I
- 54:41also knew that this was the thing that I needed to do.
- 54:44And and so I went forward and did it and have no regrets.
- 54:50And I would think that's the best thing that I, I have done
- 54:54for my business in in that regard because I don't know that
- 54:56we would be here if we hadn't done that.
- 54:59I'm sure that it had to have been points along the way, even
- 55:01after you made that decision where you're probably
- 55:03questioning it like, OK, this is even harder than I thought it
- 55:07was going to be, maybe we should back out.
- 55:10Yeah, that, that was after year one and then after year 2.
- 55:14And then as we moved into the midpoint of year three, I had no
- 55:18idea that it was going to take that long.
- 55:20And, and it was a significant challenge through that entire
- 55:23area. Not, you know, not that we were
- 55:25filing things every day, but you know what you said, there's,
- 55:28there's that negative energy that is constantly hanging over
- 55:31you where it's you don't know what's going to happen.
- 55:33You don't know if the judge is going to say something.
- 55:35You don't know if there's going to be a filing that that's going
- 55:38to just knock you off kilter. And, and so, yeah, it was, it
- 55:42was significant stress through that, that three-year period.
- 55:45But in the end it was it was the right move and and I feel
- 55:50grateful that we we went forward with it.
- 55:53Anything in particular you wish more people knew about the
- 55:55industry that you work in, Bill? One thing that I, I wish people
- 56:00knew more is that it was, it was I, I say here and that it was
- 56:07it, it really the way that I look at our industry is we
- 56:10should be the center of care. And that doesn't mean that that
- 56:13we should take away from hospitals and from doctors and
- 56:15facilities and all of that. They all do great work.
- 56:19But The thing is, is that people want to get in their homes and
- 56:23they want that place of comfort and that place where they, they
- 56:27feel like this is my home base and we come into your home base
- 56:31rather than you going into our home base.
- 56:33And, and by doing that, the outcomes are better and
- 56:37ultimately people enjoy it more. And so by, by knowing that
- 56:42that's there and by knowing that, that this is an option
- 56:45and, and, and saying, you know, when you exit the hospital, can
- 56:48I get home health? Or alternatively, when you're
- 56:52ready to die? And I, and I know that death is
- 56:54something that we don't love as a, as a society, but looking at
- 56:59that, you know, as I've done Hospice for 20 years, I've come
- 57:03to say, you know, when I have a six month terminal diagnosis, I
- 57:06know exactly where I'm going and I'm going straight on the
- 57:09Hospice because I will have a better quality of life than
- 57:12trying to fight a terminal disease.
- 57:15And ultimately that quality of life is what matters.
- 57:18It's not the quantity of life that matters.
- 57:20I would rather spend that time with my family knowing that we
- 57:25are squeezing every drop out of life than in a hospital saying,
- 57:30you know what, we're going to try to fight this and it's just
- 57:33not going to work. But hey, I've got another month.
- 57:36Well, but it's another month of you being in a facility and your
- 57:40family just coming to see you every day.
- 57:41So I, I, I, I would like for us to also change the way as a
- 57:46society that we, that we think about death and think about the
- 57:49quality of our life, not just the quantity of it.
- 57:52Yeah, that's so poignant. My grandmother passed away
- 57:55several years ago, and, you know, she was getting nearer to
- 57:58the end of her life. She really was set on staying in
- 58:02her home, even though, you know, those times where she needed to
- 58:04go to a care facility to, you know, rehab something.
- 58:08She always had a great time because she's a very social
- 58:10person, and she loved being around and talking to people and
- 58:13telling and hearing stories. But, you know, there was just
- 58:16something about home. It had been her, her place
- 58:19forever and, and, and she she wanted to be there.
- 58:22And so, you know, we were able to reach out and, you know,
- 58:25employ the services of an organization like yours that
- 58:28could come in and, you know, kind of help her with those
- 58:30things. And so I was able to see first
- 58:32hand. Yeah, exactly.
- 58:34You want to be home because that's that's where the heart is
- 58:37and that's where you're most comfortable.
- 58:39Absolutely. Bo, I've just got one more
- 58:42question for you. But before I ask it, I want to
- 58:43do 2 things. First of all, for everyone
- 58:45listening today, I know that you love this show because Bo has
- 58:48been an amazing guest. So please hit the follow or
- 58:51subscribe button on your favorite podcast app so you
- 58:53continue to get more great shows like this.
- 58:55I'm also going to let you know the best way to get in touch
- 58:58with Bo and there's two ways. We'll include links in the show
- 59:01notes. But for those people who are
- 59:02listening, you can go to his LinkedIn profile and Bo is
- 59:05spoiled is spelled BEAU Bo. And then Sorensen is ORENSEN and
- 59:13you can also e-mail him at B Sorenson, so BSORENSEN at FC
- 59:21hhh.com. All right.
- 59:24So last question for you, Beau, as you look to the future, what
- 59:29changes are you most excited about that are coming in this
- 59:32industry? The, the change that I am most
- 59:36excited about I, I'm, I'm really, really excited about
- 59:39what artificial intelligence is, is going to do.
- 59:42I mean, right, we're on the, on the bleeding edge right now in
- 59:44our industry. I know when you look at other
- 59:47industries, you might say, oh, they're behind and, and I would
- 59:49agree with you, but it's going to be able to do so much for our
- 59:54patients. And, and you know, one of the
- 59:57things that has really been a transformation during the, the
- 1:00:00pandemic is bringing in telemedicine as well.
- 1:00:03And, and being able to take care of people and monitor them when
- 1:00:06we're not in the home. Because that's the single
- 1:00:08biggest concern is, yes, we're in the home, but we're only in
- 1:00:11the home a little bit every day or or a little bit a couple
- 1:00:15times a week, depending on who that patient is with telehealth.
- 1:00:18You can be in there 24/7, 365 and then when you layer
- 1:00:23artificial intelligence on top of that, we can have a more
- 1:00:26personalized version of medicine where we are monitoring
- 1:00:30somebody. And and you know, I look at my
- 1:00:31Apple Watch that I'm wearing and, and how that monitors my
- 1:00:35vital sides. And as they add additional
- 1:00:38sensors to that and it will suddenly say, OK, here is
- 1:00:41where's where Bose health is. And if I've got somebody or an
- 1:00:45AI monitoring that health and then saying, you know what, we
- 1:00:49need to actually intervene because Beau is, is getting to a
- 1:00:52point where he might have to go to a facility or where he's
- 1:00:55getting his, his vitals are dropping or something is
- 1:00:57happening with him. So then somebody from home
- 1:01:00health comes into my house, takes care of me and, and
- 1:01:03augments all of that and then goes back out and it's able to
- 1:01:07keep us healthier for longer. I I think that that's going to
- 1:01:12be transformational for our entire health system.
- 1:01:14We look at the cost that we have and, and you know, our
- 1:01:17healthcare system is, is a $2 trillion industry, which is so
- 1:01:21much money. And all of that money is going
- 1:01:24to, most of it is to acute care, it's to people being in the
- 1:01:27hospital because of something that happened.
- 1:01:29And how much of that can we prevent by taking care of things
- 1:01:33upfront with artificial intelligence, with home health
- 1:01:36and Hospice augmenting that? And then when necessary, you
- 1:01:39know, when people get in accidents, when people have
- 1:01:41actual acute things, then going to the hospital.
- 1:01:44And, and I I see our whole health system being more
- 1:01:47holistic as we wrap artificial intelligence into everything
- 1:01:51that we do. Are you currently offering some
- 1:01:54level of telehealth services through what you do?
- 1:01:57We, we do have some, we, we're partnering with a company that
- 1:02:01that actually does that and we're really, really
- 1:02:03aggressively moving forward with that telehealth.
- 1:02:06The, the AI to monitor is not quite there yet.
- 1:02:10So that, that's the thing that I think is, is really going to be
- 1:02:13impactful. So there's still people who are
- 1:02:15taking a look at it and, you know, if somebody pops outside
- 1:02:18of a, a metric, then then they do that, then, you know, they'll
- 1:02:22call us or whatever. But it's also not integrated in
- 1:02:24with an Apple Watch yet or with some wearables.
- 1:02:26And so you still have to get on a machine or you still have to,
- 1:02:29you know, put on the blood pressure cuff, something like
- 1:02:31that in order to get those readings.
- 1:02:33So it's not real time data yet, but I see that being where we
- 1:02:37get in the future. OK, so when you say telehealth,
- 1:02:39this isn't somebody you know like scheduling a a Zoom call
- 1:02:42with their. Correct.
- 1:02:43Yeah, sorry. We, we've used telehealth for
- 1:02:45remote like remote patient monitoring is really what what
- 1:02:49it's called now, but it was called telehealth back in the in
- 1:02:52the late 2000s. And, and so that's still the
- 1:02:55term that I use for it. That's, that's fascinating.
- 1:02:58Well, Bo, I want to be the first one to thank you for sharing
- 1:03:00both your time and your story with us today.
- 1:03:02I really appreciate it. Yeah, you're welcome.
- 1:03:04Happy to do it. Folks, that's a wrap on another
- 1:03:07episode of the Inspired Stories podcast.
- 1:03:09Thanks for learning with us today.