CONTACTS 

SUBJECTS
Real Estate Landlord Inspection 1158 St Matthew PL Townhouse Well Or

2203 -
2203 -    ..
2204 - Summary/Objective
2205 -
220501 - Follow up ref SDS 29 0000. ref SDS 27 0000.
220502 -
220503 -
220504 -
220505 -
220507 -  ..
2206 -
2207 -
2208 - Background
2209 -
220901 - On 100817 Gerry called and offered to continue the current lease
220902 - agreement.  Planned to visit firstr week in October to make
220903 - arrangements on siging a new lease. ref SDS 22 X65H
220905 -  ..
220906 - On 100818 1528 letter notifies Pam, Ron, and Steve about call from
220907 - Jerry with condolences on Millie's death, and that Gerry wants to
220908 - continue current lease agreement a few more years. ref SDS 23 3N9Q
220910 -  ..
220911 - On 100819 0649 letter to Gerry confirms plans to meet the first part
220912 - of October to discuss signing a new lease. ref SDS 24 649V
220914 -  ..
220915 - On 100924, Gerry called and left a message to call him to schedule
220916 - signing a new lease. ref SDS 26 PP8X   Received a letter from Gerry
220917 - asking about meeting to enter a new lease agreement. ref SDS 26 N34I
220918 - Sent a reply to call tomorrow morning. ref SDS 26 O05O
220920 -  ..
220921 - On 100925 called Gerry and discussed meeting next weekend to sign a
220922 - new lease.  Considered ways to meet budget objectives while continuing
220923 - the current lease. ref SDS 27 T69H   Letter to Gerry confirms planning
220924 - to meet next weekend. ref SDS 27 T76Y
220926 -  ..
220927 - On 100927 1638 letter from Gerry confirming plans to meet this weekend
220928 - to discuss continuing the lease at 1158 St Matthew Pl. ref SDS 29 T69H
220930 -  ..
220931 - On 100927 1717 notified Pam of schedule to meet Gerry this weekend on
220932 - terms for continuing lease. ref SDS 30 M36Q
220934 -  ..
220935 - On 101002 0800 meeting at home with Gerry to sign new lease agreement.
220936 - ref SDS 0 T69H
220937 -
220938 -
220940 -  ..
2210 -
2211 -
2212 - Progress
2213 -
221301 - Background on continuing lease is reported on 100925 0927. ref SDS 27
221302 - T69H, and citing the call on 100817 2043, ref SDS 22 X65H, and
221303 - planning to meet on signing a new lease confirmed in the letter to
221304 - Gerry on 100819 0649. ref SDS 24 649V
221305 -
221307 -  ..
221308 - Townhouse Well Ordered through Tenant Maintenance for 15 Years
221309 -
221310 - Gerry looked through the house upstairs and downstairs.  He
221311 - complimented how well everything looks after 15 years.  Gerry asked
221312 - when Millie last had the townhouse painted, and was surprised learning
221313 - that the home has not been painted since the original lease in 1995.
221314 - Checking the downstairs bathroom, Gerry commented that his wife did
221315 - the wallpaper all those years ago, and will be pleased to hear today
221316 - how nice everything looks.  He feels the carpeting looks great, and
221317 - everything in the home seems so neat and organized.
221319 -  ..
221320 - Millie would be very pleased hearing that annual cleaning, with stain
221321 - protection, most recently in May on 100528 1233. ref SDS 16 BS6K, has
221322 - been effective extending the life of carpeting, noted by Gerry today.
221324 -  ..
221325 - Gerry's comments further align with observations a few months ago,
221326 - when Rob and Joyce visited on their way back from Kattie's wedding in
221327 - Oregon.  Joyce said on leaving that the home seems so well maintained
221328 - and orderly, reported on 100802 1707. ref SDS 21 QY8N
221330 -  ..
221331 - Gerry feels responsible tennant care helps reduce maintenance and
221332 - repair costs that occur through property depreciation.
221334 -  ..
221335 - Thanked Gerry, and noted I was well trained by Millie, echoing
221336 - compliments Jennifer made on Millie's claim filed on 100527, and
221337 - reported on 100609 1522. ref SDS 18 XL76  Millie's daugher Pam
221338 - deservers credit for recent letter reminding to clean the house for
221339 - Gerry's visit today.
221340 -
221341 -
221342 -
2214 -

SUBJECTS
Rental Rate $800 Budget Requirements Difficult to Accomplish 1158 St

5203 -
520401 -  ..
520402 - Rental Rate for Budget Requirements Difficult to Accomplish
520403 - Slow Economy Limits Opportunities to Meet Budget Requirements
520404 -
520405 - Gerry has considered with Mrs Fernandez lowering the rent to $800, as
520406 - discussed on 100925 0927. ref SDS 27 V64I  They have had recent
520407 - setbacks.  Gerry owns two homes in Las Vegas.  Due to the economy,
520408 - they are suffering losses because customers are unable or unwilling to
520409 - pay enough rent to cover the mortguage.
520415 -  ..
520416 - Recent reporting indicates Las Vegas leads the nation in falling real
520417 - estate prices...
520418 -
520419 -        Las Vegas Sun
520421 -         ..
520422 -        Las Vegas home prices fall again
520423 -        Standard & Poor: May figures show LV dropped to new index low
520424 -
520425 -              http://www.lasvegassun.com/news/2010/jul/27/las-vegas-home-price-fall-again/
520427 -         ..
520428 -        By Steve Green (contact)
520429 -        Tuesday, July 27, 2010 | 9:44 a.m.
520431 -         ..
520432 -        Las Vegas home prices fell again in May and among big U.S.
520433 -        cities, only Detroit's housing market has performed worse than
520434 -        Las Vegas's during the recession.
520435 -
520436 -
5205 -

SUBJECTS
Real Estate Property Living Quarters Sign Agreement Lease 1158 St Ma

6903 -
690401 -  ..
690402 - Lease Agreement Signed $1100 Per Month 12 Months $1100 Deposit
690403 -
690404 - Gerry offered to continue the current lease for $1100 per month, which
690405 - is $75 less than Millie was paying the past year, and reflects in part
690406 - reduced maintenance costs, noted by Gerry today, per above.
690407 - ref SDS 0 IP6N
690409 -  ..
690410 - Gerry related that Pam paid rent for October by telling Gerry to keep
690411 - Millie's deposit.  The new lease begins 101101.  Gerry wants payment
690412 - of $2,200 for 1st and last months rent.  Payment of rent is due at end
690413 - of each month, and within 5 days.
690414 -
690415 -            [On 101006 0127 letter notifies Gerry payment has been
690416 -            ordered electronically using Wells Fargo online banking,
690417 -            and will be issued within 5 days, per agreement today.
690418 -            ref SDS 34 C54G
690420 -  ..
690421 - Signed contract.  Gerry will submit a copy via email.
690423 -  ..
690424 - Payment of $2,200 is due at the end of October, OA 101101.
690426 -  ..
690427 - Advised that monthly payments will be made electronically through
690428 - Wells Fargo bank, an account Mil set up on 100610 1110. ref SDS 19
690429 - KD5I
690430 -
690431 -            [On 101004 0926 notified Bobbi decided to stay at 1158 St
690432 -            Matthew Pl, ref SDS 31 6Q78
690434 -             ..
690435 -            [On 101004 1049 letter to Gerry confirms agreement to lease
690436 -            1158 St Matthew Pl, and requests submission of signed
690437 -            rental agreement. ref SDS 32 C54G
690439 -             ..
690440 -            [On 101005 1253 received letter from Gerry requesting
690441 -            immediate payment of $1100 for security deposit.
690442 -            ref SDS 33 4F8O
690444 -             ..
690445 -            [On 101006 0127 letter notifies Gerry payment has been
690446 -            ordered electronically using Wells Fargo online banking,
690447 -            and will be issued within 5 days, per agreement today.
690448 -            ref SDS 34 C54G
690450 -             ..
690451 -            [On 101201 1044 paid $1,100 rent for December 2010.
690452 -            ref SDS 37 DN8Y
690453 -
690460 -
690461 -
6905 -

SUBJECTS
Sublease Close Gap Cash Flow Monthly Lease $1100 Over Budget $1000 I

9803 -
980401 -  ..
980402 - Sublease to Close Gap on Cash Flow Budgeting Agreed
980403 -
980404 - Gerry agreed that to meet expenses, 1158 St Matthew Pl can be sublet
980405 - to split the cost for rent and utilities.
980407 -  ..
980408 - Initially, he said the rent would go up to $1,200, if the unit is
980409 - sublet.  We discussed importance of moderating expenses, since the
980410 - current rent is already above fixed income of $1K per month.  Gerry
980411 - therefore decided not to specify a rent increase in the lease
980412 - agreement, in the event of subletting.  He said that once a rental is
980413 - agreed upon, he should be notfied for discussion.  Agreed to this
980414 - work plan.
980416 -  ..
980417 - Explained plans to look for someone over 40 to ensure getting a
980418 - responsible person.  Gerry indicated that older tenants typically are
980419 - more reliable, and cause less damage to rental units.
980420 -
980421 -
9805 -

SUBJECTS
Accounting Business Losing Clients Slow Economy Cannot $800 Rental R

AU03 -
AU0401 -  ..
AU0402 - Accounting Business Losing Clients Due to Economy Downturn
AU0403 -
AU0404 - Gerry explained working part time as a CPA consultant doing tax
AU0405 - returns and other financial support for individuals and small
AU0406 - businesses.  This year some clients have discontinued his services due
AU0407 - a slowing economy.
AU0409 -  ..
AU0410 - Pam might consider Gerry to replace Ed Traille for doing tax return on
AU0411 - Millie's estate.  Ed at SJ Gallina has done Millie's taxes since about
AU0412 - 1985, and so is familiar with her record.  Pam indicated Ed wanted
AU0413 - $1,000 deposit to start work the estate tax return.  In year's past he
AU0414 - has never charged more that $300 and usually in the range of $250 for
AU0415 - Mil's tax returns.  Estate taxes may be more complicated and so
AU0416 - require more work, but in any case, not sure why Ed would need advance
AU0417 - payment to start work, unless he really didn't want the job.  Most of
AU0418 - his clients are construction contractors, so he was doing Mil's taxes
AU0419 - as a favor.  Pam indicated she already has another person in mind for
AU0420 - the job who would not require $1,000 advance payment.  In any case,
AU0421 - will notify Pam to consider talking to Gerry.
AU0422 -
AU0423 -
AU05 -

SUBJECTS
Health Care Medical Clinic Executive Specialize Treatment Back Injur

B303 -
B30401 -  ..
B30402 - Complex Case Management Requires Patient Assistance Role and Tools
B30403 - Patient Assistance Role and Tools Essential Complex Case Management
B30404 - Health Care Complex Requires Tools and Roles to Improve Patient Care
B30405 -
B30406 - Gerry works full time as a health care executive for a hospital or
B30407 - clinic that specializes in back injury and pain recovry.  He
B30408 - coordinates administration of health care services, which includes
B30409 - responding to claims, managing doctors, administration, planning,
B30410 - procurement, facilities, and financial management.
B30412 -  ..
B30413 - Gerry cited benefits of patients having assistance for medical care.
B30414 - He related patients getting spinal treatment can suffer severe anxiety
B30415 - on learning and later seeing they will have a long needle injected
B30416 - into their back.  Emotional trauma focusing on pain and suffering
B30417 - hinders doctor patient partnership for case management.  Patient
B30418 - assistance provides objective analysis that facilitates communications
B30419 - and planning to improve outcomes for patients through better
B30420 - coordination.
B30422 -  ..
B30423 - Many examples from Millie's patient history illustrate emotional
B30424 - trauma hinders care, see meeting at Kaiser on 070105. ref SDS 6 Y642
B30425 - Her letter to the medical team on 081016, shows constant struggle
B30426 - doctors encounter to handle complexity. ref SDS 9 NW6M  The CT test on
B30427 - 081107 was particularly difficult for Millie and Kaiser's staff,
B30428 - ref SDS 10 AN6H  A month later patient assistance solved the problem
B30429 - for the test on 081230. ref SDS 11 MX6K
B30431 -  ..
B30432 - Experience at Gerry's health care organization aligns with national
B30433 - reporting that medical mistakes are rising because coordinating case
B30434 - management is becoming more complex.  Better care enables people to
B30435 - live longer, so patient histories get very large.  Better testing
B30436 - increases the number of maladies doctors can treat.  Better research,
B30437 - technology, and market dynamics have increased the number of
B30438 - treeatments exponentially in the last 20 years.  At the same time,
B30439 - regulations and insurance coverage terms and conditions have made
B30440 - health care vastly more complex.  Communicaiton mistakes caused by
B30441 - rising complexity was cited as the primary cause of rising medical
B30442 - mistakes coordinating patient care, reported on 990912. ref SDS 2
B30443 - 0001
B30444 -
B30445 -
B305 -

SUBJECTS
Life Extended 400% Stage IV Cancer Using Patient Assistant SDS for C
Analyst Project Role Expanded to Use SDS for Communication Support N
Analyst New Work Role Co-evolve Education Training Culture of Knowle
Work Role Analysis Complexity Intelligence Sensemaking Communication
Work Role Communication Analyst Intelligence Project Analyst Role Ex

C007 -
C00801 -  ..
C00802 - 400% Life Extended Stage IV Cancer Using SDS for Case Management
C00803 - Patient Assistant Extends Life 400% through Effective Case Management
C00804 - Feedback Well Ordered Record Specified by Kaiser' Healthwise Handbook
C00805 -
C00806 - Kaiser's Healthwise Handbook specifies a well ordered record and
C00807 - feedback to verify accuracy of communications that improve care,
C00808 - reviewed on 990625. 990625 0945, ref SDS 1 4185  This however is very
C00809 - difficult to implement due to limited time, skills and tools for
C00810 - coordinating care.  Doctors only have time for cursory understanding
C00811 - of complex correlations between patient history of evolving symptoms,
C00812 - tests, and response to care in making decisions on treatment.  A few
C00813 - weeks ago, Doctor Shell with the VA in New York commented that doctors
C00814 - do not write good progress notes, reported on 100911 0800. ref SDS 25
C00815 - OL5M
C00817 -  ..
C00818 - In a meeting at Kaiser last year in July, Millie's primary care
C00819 - physician Doctor Johnson, told Pam that her mom's life was extended by
C00820 - "yoemen's work" providing patient assistance to leverage the doctor
C00821 - patient partnership coordinating Millie's care. reported on 090725
C00822 - 2017. ref SDS 15 T53T  On 090325, Doctor Johnson drew a graph showing
C00823 - at that time, Millie had lived 300% longer than expected for her
C00824 - disease trajectory. ref SDS 14 P39M  Ultimately, Millie lived 400%
C00825 - longer than other patients with stage IV cancer.
C00827 -  ..
C00828 - A few examples of Millie's patient history to coordinate her care at
C00829 - UCSF and Kaiser include records on...
C00830 -
C00831 -           040318................................. ref SDS 3 0001
C00832 -           041230................................. ref SDS 5 0001
C00833 -           070105................................. ref SDS 6 0001
C00834 -           070130................................. ref SDS 7 0001
C00835 -           070329................................. ref SDS 8 0001
C00836 -
C00837 -
C009 -

SUBJECTS
Default Null Subject Account for Blank Record

C103 -
C10401 -  ..
C10402 - Health Care Suffers Chronic Information Overload
C10403 - Transform Information into Power of Knowledge Only Solution
C10404 -
C10405 - The problem to solve is preventing critical details from "falling
C10406 - through the cracks," noted by Doctor Johnson in his letter on 090205
C10407 - 1318. ref SDS 12 278T  The problem is increased by a hectic schedule,
C10408 - cited in a recent letter on 100927, explaining the doctor is still
C10409 - running around like a chicken with his head cut off." ref SDS 28 H68J
C10411 -  ..
C10412 - "Hectic schedule" with doctors overwhelmed by information overload
C10413 - from cell phones and email is endemic to complex work and causes
C10414 - endless mistakes, reported in case study on Millie's care, listed on
C10415 - 040416 1045. ref SDS 4 GN7J  Discovering impending problems and
C10416 - enabling the doctor to make adjustments in time to avoid negative
C10417 - outcomes was noted in the memoriam for Millie on 100731 2221.
C10418 - ref SDS 20 RZ5H
C10420 -  ..
C10421 - SDS technology deployed through patient assistance leverages doctor's
C10422 - time, training, and experience for transforming daily information into
C10423 - the power of knowledge for getting things done correctly and in time
C10424 - to be effective, explained in POIMS. ref OF 1 1X6G  An example is the
C10425 - record on 081016, scheduling treatment for Mil's 6th relapse.  Just 1
C10426 - of 13 items in the work plan required 50 tasks to accomplish.
C10427 - ref SDS 9 W26G  Doctor Johnson noted on 090213, that most doctors and
C10428 - patients cannot bear the crushing weight of such complexity.
C10429 - ref SDS 13 FZ4H
C10430 -
C10431 -
C105 -

SUBJECTS
Default Null Subject Account for Blank Record

C203 -
C20401 -  ..
C20402 - Conferences Need New Ideas on Saving Lives Time Money in Health Care
C20403 -
C20404 - Gerry advised that he has contacts who sponsor and organize health
C20405 - care conferences.  The next event is scheduled for May 2011.  He will
C20406 - submit names for contacting about presenting Millie's story on
C20407 - prospects for improving outcomes for patients through better case
C20408 - management.
C20409 -
C20410 -            [On 101004 1049 letter to Gerry confirms he will submit
C20411 -            contact information on presenting case management solutions
C20412 -            for next professional conference. ref SDS 32 OL4H
C20414 -  ..
C20415 - The current push is to transform SDS into 64-bit technology.  This
C20416 - will take at least until the end of the year.  Hopefully, there will
C20417 - be time to do some marketing events like professional conferences.
C20418 -
C20419 -
C205 -

SUBJECTS
Default Null Subject Account for Blank Record

C303 -
C30401 -  ..
C30402 - Millie 1st Tenant Gerry Pleased 1st Home Purchase Well Maintained
C30403 -
C30404 - Gerry related that Millie's townhouse was the 1st property he
C30405 - purchased over 15 years ago.  His parents gave him $10K, as reward for
C30406 - doing well graduating from college.  Rather than spend it, he invested
C30407 - to buy the townhouse.  Gerry lived in the house for a year or so,
C30408 - before moving to the penninsula, and renting to Millie.  He now lives
C30409 - in Pacifica.
C30411 -  ..
C30412 - So, 1158 St Matthew PL #103 has a special place in Gerry's heart, and
C30413 - he was pleased finding today that it remains in good shape, per
C30414 - inspection above. ref SDS 0 IP6N
C30415 -
C30416 -
C40442 -
C40443 -
C40444 -
C40445 -
C40446 -
C40447 -
C40448 -
C40449 -
C40450 -
C40451 -
C40452 -
C405 -