--0000000000008a814b062746dd8b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for following up on this Cristal. I am looping in @Emily Swackhamer who is the GM for the St. Louis office to answer your questions below and give more context. Emily - Any context that you can provide would be greatly appreciated. -Denny On Tue, Nov 19, 2024 at 11:49=E2=80=AFAM Cristal Munoz = wrote: > Hi Chris and Denny, > Chris is technically on PTO but forwarded this email for me to follow up. > Here is what I gathered after listening to both calls. > > > *Walter Rucker.* SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000GVlz8YAD/view > Aretha discussed the starting rate with the family and let them know they > would get a more finalized quote in the free assessment. This caller was > also ready to go and wanting to meet ASAP. > The CMS notes say they have not been able to make contact after multiple > contact attempts. Was an assessment completed for this? Because the notes > from the CSM then state "POC could not afford care. I will close due to > cost." > > *Barb Strathman. *SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Account/001UH0= 0000Kbc64YAB/view > Dementia client so is looking for once a week ongoing 4 hours (this shoul= d > increase as time goes on). Gayle quoted the start rate of $36/hr and Gayl= e > was upfront stating the price would be higher because of the short visit > once a week and needing to pay the CG a premium rate for continuity. > > Is the issue the starting rate? Please advise. Thank you! > > Best, > Cristal > > > > > > >> >> ---------- Forwarded message --------- >> From: Denny Roebel >> Date: Mon, Nov 18, 2024 at 6:06=E2=80=AFPM >> Subject: Fwd: Financially Unqualified >> To: Christopher Reese >> CC: Timothy Thomas >> >> >> Chris - >> >> I was on a coaching call with my HCL in St. Louis today and approached >> the topic of the office's closing percentage. Both the HCL and GM share= d >> with me that they are seeing an increase in assessments scheduled with R= IMs >> with financially unqualified clients. Below are the two examples that t= he >> GM shared with me. >> >> Please let me know if you have any questions. >> -Denny >> >> >> ---------- Forwarded message --------- >> From: Emily Swackhamer >> Date: Mon, Nov 18, 2024 at 1:22=E2=80=AFPM >> Subject: Financially Unqualified >> To: Denny Roebel >> >> >> Hi Denny, >> >> The two opportunities that stood out from intake were Barb Strathman and >> Walter Rucker. I confirmed with Katie that these were the two she had >> concerns about as well. >> >> Thanks! >> >> -- >> *Emily Swackhamer | Missouri General Manager* >> Email: emily.swackhamer@thekey.com >> M: (314) 591-1974 O: (314) 863-8989 >> TheKey.com >> >> >> > > -- > > Sincerely, > > Cristal Munoz > > *Inside Sales Manager* > > Please note my email has changed: > > cmunoz@thekey.com > > TheKey.com > > > --0000000000008a814