Re: May Proofs Canada Care Solutions

From
Sarah Temple <sarah.temple@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>, Dart Team <dart-team@thekey.com>
CC
Benjamin Lewis <benjamin.lewis@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 26 Jun 2023 16:01:43 -0400
Folder
INBOX
--0000000000006f002c05ff0dd3f4 Content-Type: multipart/alternative; boundary="0000000000006f002b05ff0dd3f3" --0000000000006f002b05ff0dd3f3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, I just ran another proof for Taylor C and I am still not seeing the client Anthony Griese. @Dart Team are you able to investigate further? Thank you! On Thu, Jun 22, 2023 at 1:21=E2=80=AFPM Sarah Temple wrote: > Hi Joey, > > If the changes were made in the system today, dart's data won't be update= d > 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 >> give 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/= 0067V000028wkm6QAA/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 i= t 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 = the 40 >>>>> hours. The idea behind this is that one week might have more hours th= an the >>>>> other. Being over or under the 40 mark determines Cheetah instead of = Bee or >>>>> Elephant instead of Turtle. They then also look at whether they are c= lients >>>>> 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 a= fter >>>>> 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 = the 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

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