Re: Weekly Snapshot - 5.9 - 5.13 Referral Accts At Risk

From: Kimberly Guerci <kguerci@thekey.com>
To: Angie Markwell <angie.markwell@thekey.com>
CC: Kimberly Guerci <kguerci@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>, Timothy Thomas <tt@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Audra Williams <audraw@thekey.com>
Date: Mon, 16 May 2022 13:00:33 -0400
Folder: INBOX

📎 image.png

Not sure if anyone else is able to edit but I cannot.

On Sun, May 15, 2022 at 9:45 PM Angie Markwell <angie.markwell@thekey.com>
wrote:

> You should all be able to go in and update real time from now on - please
> look at all and ensure all your notes are now in and correct. If you need
> help email Jackie and copy me. Thanks all.
>
> ---------- Forwarded message ---------
> From: Jackie Summers <jsummers@thekey.com>
> Date: Fri, May 13, 2022 at 6:24 PM
> Subject: Weekly Snapshot - 5.9 - 5.13 Referral Accts At Risk
> To: Matt Neal <mneal@thekey.com>, Ashley Mirone <
> amirone@homecareassistance.com>, Angie Markwell <angie.markwell@thekey.com>,
> David Durbin <david.durbin@homecareassistance.com>, Aileen Ruffin <
> aruffin@homecareassistance.com>, Chen Xie <chen@homecareassistance.com>,
> KJ Babatid <kbabatid@homecareassistance.com>, Melissa Reyes <
> melissa.reyes@homecareassistance.com>
>
>
> Hello team,
>
> Attached is a weekly snapshot of the Referral Accounts at Risk submissions
> within the last week. Data range 5.9 - 5.13. Please let me know if there
> are any questions. Data pulled from our Ref Accts At Risk GForm submission
> sheet here
> <https://docs.google.com/spreadsheets/d/19FfpfK-8G-aXOfn_-HwxHA3KcPVXh78pJntCQwRpoWs/edit?usp=sharing>
> .
>
> Attached is also the Excel sheet where charts were created.
>
> Also - I just sent you all editing abilities on the submission form and
> drew attention to the new columns R+S which allow us all to keep the
> responses in the same form. (Screenshot below). This includes the "Updated
> Recover Status" question, so that we can know if and when we have recovered
> from the incident and we are back in the "green" with the referral account.
>
> [image: image.png]
>
> Thank you.
>
> Jackie Summers
> Sales Operations Manager
> *Please note my email has changed:*
> jsummers@TheKey.com <Jackie.Summers@TheKey.com>
> (951) 675-0413
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>

Re: Weekly Snapshot - 5.9 - 5.13 Referral Accts At Risk

Thread (2)