The 5-Minute Conversation That Leads to Enrollment

(Simple Guide for Engagement & Enrollment)

1. 🤝 TRUST INTRODUCTION

Josephus / Now I Lay Me Down Reference
Build credibility and establish connection.

2. 🚨 EMERGENCY ALERT EXPLANATION

Focus on Protection & Safety
Explain how immediate help is available when needed.

3. ❤️ BLOOD PRESSURE DEMONSTRATION

Immediate Service
Engage with a quick, hands-on BP check.

4. 📊 RESPOND TO BP RESULT

Clinical Credibility Step
Provide simple, professional interpretation.

5. 🔍 CONNECT TO PROGRAM VALUE

Prevent Problems Early
Highlight early detection and health monitoring.

6. 🏠 INDEPENDENCE MESSAGE

Stay Safely at Home
Support aging in place with confidence.

7. 🤍 RESPECT MESSAGE

No Out-of-Pocket Cost
Emphasize dignity, accessibility, and support.

8. ✍️ CLOSE

Sign-Up Invitation
Guide them through enrollment.

2. Enrollment Process

Option A

Go to: https://silverrise.online/ 

Click Full Enrollment.

• Fill out Eligibility Questionnaire Form

• Let the patient sign the Umbrella Soteria MSO Enrollment Agreement.

Option B. 

1. Log in to BlueStep using your credentials: https://givingclicksbaltimore.bluestep.net/ 

2. Add resident info to Pre-admits

3. Complete Patient Enrollment Form

4. Sign Umbrella Enrollment Packet 

5.  Upload other documents