Professionals

Senior Services for Professionals, Retirement homes, Assisted facilities and Long Term Care Facilities

If you are a retirement home, assisted facility, long term care facility, financial advisor, notary, attorney, accountant, insurance provider, social worker, nurse, physician or another professional, you aim to provide service to enable your customer or client to remain autonomous for as long as possible, and to have all of the resources available to make that happen.

Erickson Resource Group offers a variety of services that can assist you and your clients in obtaining customized care, organizing their affairs, and planning for their future. All services are available in French and English.

Mandate homologation and the opening of protective regimes
If your client does not wish to wait for the CLSC or hospital to complete the psychosocial assessment for mandate homologation or an application for protective regime, Erickson Resource Group will work in partnership with the client’s notary or attorney to interview the family members and prepare the psychosocial report.

Generally, the client will be seen within one week of the request, and the final report will be complete within 10 business days after the initial meeting. An accelerated interview and report is offered at a higher rate.

Retirement, assisted living and long term care facility support

Our team of professionals can provide support to your clients, their families and your staff.  We offer the following:

• Menu planning for the facility or for an individual client;
• Individual dietary consultation for a variety of needs including: diabetes, hypertension, osteoporosis, tooth loss, mouth pain, absorption issues, chewing and swallowing, weight loss/gain, etc.;
• Activity plan development for daily, weekly, or monthly activities.  We will develop a customized plan to suit your facility or client needs and train your staff on its on-going implementation.  Plans are developed for autonomous seniors or for those who require partial or full assistance due to cognitive or physical limitations.  We can also tailor the activity plan to meet an individual client’s needs so that the family can provide cognitive and physical stimulation during their visit;
• Safety assessments for mobility, ambulation, transfers, etc. and  recommendations for assisted devices and/or the training of staff on safety measures;
• Dysphagia assessments and recommendations;
• Driving assessments and license revocation;
• Cognitive assessments;
• Activity of daily living and domestic task assessments;
• Nursing support and interventions;
• Staff training by any of our team members (transfer techniques, meal preparation, cognitive stimulation, communication with families, cognitive disorders, working with challenging families, etc.)

Below are summaries of just some of the training available for your facility’s staff:

• Caregiving at work and at home
• Working with Difficult Families
• Dealing with Alzheimer’s and Dementia – Activities in a box

Toolkits

The Organizing Affairs Toolkit gathers health, personal and financial information to help your client better organize this information prior to a crisis. This toolkit is available at a reduced cost to professionals who wish to purchase multiple copies and or license at yearly intervals.

The Communication with Professionals Toolkit informs your clients about the process of establishing open communication between themselves and those that are available to assist them, such as adult children, healthcare professionals or other professionals. This toolkit is available at a reduced cost to professionals who wish to purchase multiple copies and or license at yearly intervals

Other available toolkits include Home Care and Placements

Home assessment
A geriatric social worker, occupational, therapist, dietitian recreational therapist or nurse will come to your client’s home or living environment to assess their cognitive functioning (memory, judgment, comprehension, communication, etc.), safety of their environment, risk to themselves or their caregiver, caregiver fatigue, and other emotional, psychological or behavioral problems, including specific issues associated with Alzheimer’s Disease, Dementia, Parkinson’s Disease, etc. A report is prepared to document findings and offer recommendations.

Erickson Resource Group is available to support caregivers and family members who live local or at a distance to their loved one.

Financial Advisors, Insurance Advisors, Notaries and Attorneys

Do you strive to find ways to differentiate yourself from your competitors?

Do you search for opportunities to increase barriers of entry by your competitors?

Erickson Resource Group provides the training and tools to assist you in developing an expertise in long term planning which addresses the complex needs of the aging population, setting you apart from your competitors.

Training

As a financial advisor, insurance advisor, notary, attorney, or other professional, the overall awareness and understanding of the complex needs of the aging population is essential in the development of appropriate and comprehensive financial plans, product presentation and other legal and social services.

Erickson Resource Group has developed the training, “The Baby Boomers and Beyond: Understanding the Needs of the Aging Population.” This has been approved by la Chambre de la Sécurité Financière for 2 PDU’s in General Subjects (CSF10-05-22964).

This seminar will improve the participants’ knowledge of seniors’ issues and their inter-relationship with one another. In addition, the participants will receive communication tips to assist them in introducing difficult topics and encouraging their clients to disclose their concerns and hopes for the future. Finally, the participants will be given steps on how to begin and improve on intergenerational planning which will aide the participants’ current clients as well as present opportunities for the next generation of clients.



Client Events – A value added service for current and potential clients

Invite your clients and their family and friends to an informational session to explore the realities of our social and healthcare system as it struggles to meet the needs of the aging population.  A social worker will inform your clients how important intergenerational planning, insurance producprts and legal protection are in overall asset protection.  Erickson Resource Group will create opportunities for you to present products and obtain new clients.  ERG has partnerships with notaries and other healthcare professionals who are available to co-present.

• Financial and Insurance Advisor

Toolkits

Are you looking for ways to add value to your relationship with your client?

Would you like to have a unique way to introduce additional products to your clients?

Would your clients appreciate a “thank you” for doing business with you?

Erickson Resource Group has developed the toolkit “Organizing Your Affairs”. Professionals are able to license the usage of this toolkit on a yearly basis. For further description of this toolkit visit Toolkits

• Give this toolkit to your client to initiate an individual client meeting or as part of a client event

• Say “thank you” to your client for his/her loyalty and business

• Give the toolkit to a client to pass on to someone else who could benefit from your business

Pick any quantity of Toolkits to license on a yearly basis and distribute them to your customers. Customization of Toolkits available. Contact Us to learn more or purchase a bulk quantity now.