Re: FINANCE TRAINING-Site P&L Self Service Reports (Option 1 of 2)

From

Cherry <cgattis@thekey.com>

To

Kadie Marlin-Chambers <kchambers@thekey.com>

CC

Alan Badger <abadger@thekey.com>, Andrea Nobis <andrea.nobis@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Audra Williams <audraw@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Breanne Johnston <bjohnston@thekey.com>, Brian Fialko <brian.fialko@thekey.com>, Bridgett Carney <bcarney@thekey.com>, Brooke Justiniano <brookej@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Christin Silveira <csilveira@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Codi Hall <chall@thekey.com>, Dalila Arbizu <dalila.arbizu@thekey.com>, Danielle James <danielle.james@thekey.com>, Darryl Williams <dwilliams@thekey.com>, Dave Knier <dknier@thekey.com>, Dawn Christensen <dawn.christensen@thekey.com>, Deb Frye <dfrye@thekey.com>, Dericka Flores Valmonte <dflores@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Diego Castaneda <diego.castaneda@thekey.com>, Dulce Aganan-Coleman <dcoleman@thekey.com>, Elizabeth Walsh <elizabeth.walsh@thekey.com>, Geraldine Nath <geraldine.nath@thekey.com>, Gracie Lane <glane@thekey.com>, Hesham Al-Esaei <hesham.alesaei@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Janette Garcia <jagarcia@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Jennifer Lane <jennifer.lane@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Jessica Pascasio <jpascasio@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, John Conaway <jconaway@thekey.com>, Karoline Da Silva <kdasilva@thekey.com>, Kelli Jayroe <kjayroe@thekey.com>, Kendra Smith <ksmith@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Kim Scott <kscott@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Laura Meister <laura.meister@thekey.com>, Leigh Smith <leigh.bryantsmith@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Maryellen Luera <maryellen.luera@thekey.com>, Matthew Princiotto <mprinciotto@thekey.com>, Melani Breach <melani.breach@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Miriam Valiente <miriam.valiente@valuecareathome.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Nicolas Lopez <nicolas.lopez@thekey.com>, Paul Kahn <paul.kahn@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Richard Chan <richard.chan@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>, Shannon Taubken <shannon.taubken@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Stephennie Laxamana Smith <slaxamana@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Timothy Thomas <tt@thekey.com>, Triff Cook <triff@thekey.com>, Yukari Roberts <yroberts@thekey.com>

Date

Mon, 12 Feb 2024 15:38:12 -0600

Folder

INBOX

I don't see a date for the first option here.

Cherry Gattis
Regional Care Ambassador Manager
* Please note my email has changed: *
cgattis@thekey.com <https://brand.thekey.com/esg/cgattis@thekey.com>
(281) 671-0657 Ext. 520657
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Mon, Feb 12, 2024 at 3:22 PM Kadie Marlin-Chambers <kchambers@thekey.com>
wrote:

> Thank you!
>
> On Mon, Feb 12, 2024 at 4:20 PM Deb Frye <dfrye@thekey.com> wrote:
>
>> Thanks!
>> *Deb Frye, RN NE-BC MBA CASC PhD*
>> *Director of Nursing, MD*
>> *Client Success Manager*
>>
>> *Frederick Office-*          *Annapolis Office*-           *Washington
>> Office-  *
>> 108 Byte Drive
>> <https://www.google.com/maps/search/108+Byte+Drive?entry=gmail&source=g>
>> 2288 Blue Water Blvd      5028
>> <https://www.google.com/maps/search/2288+Blue+Water+Blvd%C2%A0+%C2%A0+%C2%A0+5028?entry=gmail&source=g>
>> Wisconsin Ave.
>> Suite 103                        #340
>> Suite 103
>> Frederick, MD  21702    Odenton, MD  21113        Washington, DC  20016
>>
>>
>>
>>
>> *Please note my email has changed:*
>> dfrye@TheKey.com <Deb.Frye,+RN+NE-BC+CASC+PhD@TheKey.com>
>> (301) 228-2200 Office
>> (301) 395-4646  Cell
>> *(410) 989-2241 After hours*
>> *e fax 301-654-1387*
>>
>> TheKey.com <https://www.thekey.com>
>> [image: TheKey] <https://www.thekey.com>
>>
>>
>> On Mon, Feb 12, 2024 at 4:13 PM Miriam Valiente <
>> miriam.valiente@valuecareathome.com> wrote:
>>
>>> Thank you for the information!
>>>
>>> On Mon, Feb 12, 2024 at 3:58 PM Nicolas Lopez <nicolas.lopez@thekey.com>
>>> wrote:
>>>
>>>> Hello Site Leaders and Regional Directors,
>>>>
>>>> FP&A will host a Site P&L Self Service Reports training session.
>>>>
>>>> Two calendar invites will be sent for two different days. Please attend
>>>> the session that suits you best. *Both sessions cover the same
>>>> subject, so attending one is sufficient.*
>>>>
>>>> The training session will cover how to navigate the system (Planful)
>>>> and run site-specific P&L reports.
>>>>
>>>> *What FP&A needs from each of you before the training session:*
>>>>
>>>> *1.Set up your Planful username and password. *
>>>> By Wednesday EOD, expect an email from admin_do_not_reply@planful.com
>>>> prompting you to create a new username and password. Please follow the
>>>> instructions and ensure you set up your Planful account.
>>>>
>>>> *2. Ensure that you can access your newly created Planful account.*
>>>> Use your newly created username and password to access your Planful
>>>> account.
>>>> Planful is a web-based platform, so no software installation is
>>>> required.
>>>>
>>>> Additionally, I will send specific instructions to aid you with points
>>>> 1 and 2 in a separate email.
>>>>
>>>> Thank you,
>>>> --
>>>> *Nicolas Lopez*
>>>>
>>>