Re: Ref. Accounts At Risk Prior 2 weeks trends

From
Cathy Goffredo <catherine.goffredo@thekey.com>
To
Kimberly Guerci <kguerci@thekey.com>
CC
Angie Markwell <angie.markwell@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Timothy Thomas <tt@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>
Date
Tue, 24 May 2022 11:24:08 -0400
Folder
INBOX
--000000000000e4036b05dfc38c26 Content-Type: multipart/alternative; boundary="000000000000e4036a05dfc38c25" --000000000000e4036a05dfc38c25 Content-Type: text/plain; charset="UTF-8" Same with me. I am unable to update. *Cathy Goffredo* Regional Director PA & NJ C. 267-406-5844 *Note my new email address:catherine.goffredo@TheKey.com* *TheKey.com (formerly Daughterly Companions)* [image: TheKey] On Tue, May 24, 2022 at 10:54 AM Kimberly Guerci wrote: > I still do not have access to input on the spreadsheet. > > On Mon, May 23, 2022 at 10:59 PM Angie Markwell > wrote: > >> Please review and update - if you can not access let me know so i can get >> you permissions. >> >> ---------- Forwarded message --------- >> From: Ashley Mirone >> Date: Fri, May 20, 2022 at 4:47 PM >> Subject: Ref. Accounts At Risk Prior 2 weeks trends >> To: Executive Team >> >> >> Hello team, >> >> Since we did not have an operational WBR call this week or last - I >> wanted to replace those with a combined presentation on the Data range 5.2 >> - 5.15. >> >> *Referral Accounts At Risk Summary WBR Deck 5.2-5.15 >> * >> >> I wanted to call out a few additional items in this deck: >> >> - I have grouped the type of failures into 3 areas: No Call No Show, >> Unable to Staff and Service issues >> - I have added service failures by referral channel >> - Accounts that have had more than one submission on the accts at >> risk form >> - Deep dive into the SLC channel submissions, which took up 53% of >> the submissions during this period >> - An actionable suggestion of implementing SLC Protocol Binder >> Strategy >> >> within every SAP (Strategic Account Plan) Senior Living Community >> - I've presented this to the sales organization and I would love >> your support in recognizing the importance of having standard operating >> procedures in place for these most valuable of accounts, in which we're >> seeing the highest rates for service failures. Many of the things being >> reported, I believe, could be significantly reduced if not eliminated if >> these accounts were operationalized. >> >> Lastly - I wanted to remind you all that, through request, we implemented >> 2 columns for you to be able to address/respond to the submissions in >> real-time on this Referral Account Put At Risk (Responses) >> >> sheet. You were all given editing ability, and we ask that you *edit >> within the new columns R+S only* - Noting the Updated Recovery Status of >> submissions and your Response to the submission. For the Updated Recovery >> Status, Green could Indicate the account at risk relationship has been >> repaired and we are back in active referring status with the account. >> >> [image: image.png] >> >> >> If there are any questions or concerns regarding this, please let me >> know. >> >> Thank you for your time. >> >> Ashley Mirone >> Vice President of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >>

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