Hi All!
It was brought to my attention that some clients on the spreadsheet have no
account in Wellsky, but have an account in Salesforce. If you find this
please notate "no account in Wellsky" in Column Y.
Thank you!
On Fri, Jun 28, 2024 at 9:48 AM Kimberly Guerci <kguerci@thekey.com> wrote:
> Also the RI clients except for 2 were deactivated-on hold prior to our
> acquisition of the franchise and since this is a regulated state, we should
> likely leave the documentation as is.
>
> On Fri, Jun 28, 2024 at 12:45 PM Audra Williams <audraw@thekey.com> wrote:
>
>> Amy Freeman made the Minnesota and Rhode Island Wellsky URL's accounts
>> "INACTIVE" so I am almost certain we will not be able to edit any of these
>> clients. I was also under the impression that we had deactivated all
>> clients when we closed the offices.
>>
>> Best,
>>
>> On Fri, Jun 28, 2024 at 9:04 AM Chad Everitt <chad.everitt@thekey.com>
>> wrote:
>>
>>> We will need to deactivate clients for the closed locations listed.
>>>
>>>
>>> *Chad Everitt*
>>> President- East Division & Canada
>>> Mobile: 202.262.8318
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> On Fri, Jun 28, 2024 at 12:02 PM Jennifer Piper <
>>> jennifer.piper@thekey.com> wrote:
>>>
>>>> Thank you! Can we also remove Minnesota from the list since the office
>>>> is closed?
>>>>
>>>> Best
>>>> Jennifer
>>>> Jennifer Piper
>>>> Midwest Regional Director of Operations
>>>> *Please note my email address has changed:*
>>>> jennifer.piper@thekey.com
>>>> Mobile: (414) 309-4604
>>>> TheKey.com <https://thekey.com/>
>>>> <https://thekey.com>
>>>>
>>>>
>>>> On Fri, Jun 28, 2024 at 10:59 AM Kimberly Guerci <kguerci@thekey.com>
>>>> wrote:
>>>>
>>>>> Thanks...can we have Rhode Island removed from the list since the
>>>>> office is closed?
>>>>>
>>>>> On Fri, Jun 28, 2024 at 11:44 AM Chad Everitt <chad.everitt@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Good Morning,
>>>>>>
>>>>>> In an effort to track our efforts and outcomes, please have your
>>>>>> offices use the attached workbook, which has been sorted alphabetically by
>>>>>> Region by Site name. We want to capture the date the client was contacted,
>>>>>> by whom and the outcome (resumed or deactivated) in columns W, X and Y. The
>>>>>> office with the highest number of on-hold clients resuming care will
>>>>>> receive $500 towards a summer celebration.
>>>>>>
>>>>>> Thank you all in advance.
>>>>>> Chad
>>>>>>
>>>>>>
>>>>>> *Chad Everitt*
>>>>>> President- East Division & Canada
>>>>>> Mobile: 202.262.8318
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>>
>>>>>> On Thu, Jun 27, 2024 at 5:54 PM Chad Everitt <chad.everitt@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Afternoon, All.
>>>>>>>
>>>>>>> I spent some time digging through Tableau this week. We appear to
>>>>>>> have a *high* volume of clients currently on hold status, that dates back
>>>>>>> months and, in some cases, years. Given our overall client count and
>>>>>>> revenue is down YOY, this may be a good opportunity for us to have our
>>>>>>> General Managers and Client Success Managers follow-up with our former
>>>>>>> clients to re-engage them to our services. I understand this should be part
>>>>>>> of our Pipeline process, however it does not appear to be consistently
>>>>>>> taking place in every location. At the very minimum, this exercise would
>>>>>>> clean up our list of clients currently listed as being "On-hold," however
>>>>>>> ideally we can win back their business.
>>>>>>>
>>>>>>> Let me know your thoughts if we could accomplish this before July
>>>>>>> 4th. Ideally, our Company name and care offering would be on the
>>>>>>> decision-makers minds going into the American Independence Day holiday when
>>>>>>> families may be visiting their loved ones.
>>>>>>>
>>>>>>> Thanks
>>>>>>> Chad
>>>>>>>
>>>>>>>
>>>>>>> *Chad Everitt*
>>>>>>> President- East Division & Canada
>>>>>>> Mobile: 202.262.8318
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>
>>
>> --
>> Audra Williams
>> Director, Divisional Operations
>> (425) 757-7027
>> TheKey.com <https://www.thekey.com/>
>>
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
--
Audra Williams
Director, Divisional Operations
(425) 757-7027
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>