Re: May Proofs Canada Care Solutions

From
Sarah Temple <sarah.temple@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Benjamin Lewis <benjamin.lewis@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 22 Jun 2023 13:21:59 -0400
Folder
INBOX
--000000000000c01bee05febb20f1 Content-Type: multipart/alternative; boundary="000000000000c01bed05febb20f0" --000000000000c01bed05febb20f0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey, If the changes were made in the system today, dart's data won't be updated until tomorrow. I can pull a revised proof at that time and send it over. Thank you! On Thu, Jun 22, 2023 at 11:05=E2=80=AFAM Joey Taylor wrote: > I have made the changes in SF to make Taylor the opp owner as well as giv= e > her the conversion credit. > Will this be reflective in the revised bonus? > > On Wed, Jun 21, 2023 at 5:07=E2=80=AFPM Benjamin Lewis > wrote: > >> I believe there needs to be a profile merge completed in Salesforce, as >> the revenues are associated with this opportunity, but no one is tagged = to >> it: >> >> >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V000028wkm6QAA/view >> >> On Wed, Jun 21, 2023 at 2:05=E2=80=AFPM Sarah Temple >> wrote: >> >>> @Benjamin Lewis Joey did also mention that >>> it does look that Taylor Cleland is missing client Anthony Griese as it= is >>> still not populating as a start of care in AP. >>> Are you able to look into that one? >>> >>> On Wed, Jun 21, 2023 at 4:41=E2=80=AFPM Sarah Temple >>> wrote: >>> >>>> Hi Joey, >>>> >>>> The DART team calculates utilization within the first 14 days (two >>>> weeks). They combine 20 hours (week 1) + 20 hours (week 2) to get to t= he 40 >>>> hours. The idea behind this is that one week might have more hours tha= n the >>>> other. Being over or under the 40 mark determines Cheetah instead of B= ee or >>>> Elephant instead of Turtle. They then also look at whether they are cl= ients >>>> that are over/under the 31 day mark to determine Elephant instead of >>>> Cheetah or Turtle instead of bee. That's why they actualize 49 days af= ter >>>> the SOC to give in a buffer to determine tenure. >>>> >>>> Starting with June bonuses we will be calculating as such: >>>> The DART team calculates utilization within the first 14 days (two >>>> weeks). They combine 30 hours (week 1) + 30 hours (week 2) to get to t= he 60 >>>> hours. This determines Cheetah instead of Bee or Elephant instead of >>>> Turtle. They then also determine whether they are clients that are >>>> over/under the 31 day mark. >>>> >>>> Perhaps @Timothy Thomas or Angie can help provide >>>> further clarification? >>>> >>>> >>>> >>>> On Tue, Jun 20, 2023 at 5:43=E2=80=AFPM Joey Taylor >>>> wrote: >>>> >>>>> Good Afternoon, >>>>> >>>>> Any update on this? >>>>> >>>>> On Mon, Jun 19, 2023 at 5:30=E2=80=AFPM Joey Taylor >>>>> wrote: >>>>> >>>>>> I have attached below the animal kingdom definitions prior to June >>>>>> 1st, 2023. These designations should not be within the first 14 days= of >>>>>> service but rather 31 days. >>>>>> >>>>>> Thanks you, >>>>>> >>>>>> [image: image.png] >>>>>> >>>>>> On Mon, Jun 19, 2023 at 5:25=E2=80=AFPM Benjamin Lewis >>>>> benjamin.lewis

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