--000000000000285dec061bf88adb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! It was brought to my attention that some clients on the spreadsheet have no account in Wellsky, but have an account in Salesforce. If you find this please notate "no account in Wellsky" in Column Y. Thank you! On Fri, Jun 28, 2024 at 9:48=E2=80=AFAM Kimberly Guerci wrote: > Also the RI clients except for 2 were deactivated-on hold prior to our > acquisition of the franchise and since this is a regulated state, we shou= ld > likely leave the documentation as is. > > On Fri, Jun 28, 2024 at 12:45=E2=80=AFPM Audra Williams wrote: > >> Amy Freeman made the Minnesota and Rhode Island Wellsky URL's accounts >> "INACTIVE" so I am almost certain we will not be able to edit any of the= se >> clients. I was also under the impression that we had deactivated all >> clients when we closed the offices. >> >> Best, >> >> On Fri, Jun 28, 2024 at 9:04=E2=80=AFAM Chad Everitt >> wrote: >> >>> We will need to deactivate clients for the closed locations listed. >>> >>> >>> *Chad Everitt* >>> President- East Division & Canada >>> Mobile: 202.262.8318 >>> [image: TheKey] >>> >>> >>> On Fri, Jun 28, 2024 at 12:02=E2=80=AFPM Jennifer Piper >> jennifer.piper@thekey.com> wrote: >>> >>>> Thank you! Can we also remove Minnesota from the list since the offic= e >>>> is closed? >>>> >>>> Best >>>> Jennifer >>>> Jennifer Piper >>>> Midwest Regional Director of Operations >>>> *Please note my email address has changed:* >>>> jennifer.piper@thekey.com >>>> Mobile: (414) 309-4604 >>>> TheKey.com >>>> >>>> >>>> >>>> On Fri, Jun 28, 2024 at 10:59=E2=80=AFAM Kimberly Guerci >>>> wrote: >>>> >>>>> Thanks...can we have Rhode Island removed from the list since the >>>>> office is closed? >>>>> >>>>> On Fri, Jun 28, 2024 at 11:44=E2=80=AFAM Chad Everitt >>>>> wrote: >>>>> >>>>>> Good Morning, >>>>>> >>>>>> In an effort to track our efforts and outcomes, please have your >>>>>> offices use the attached workbook, which has been sorted alphabetica= lly by >>>>>> Region by Site name. We want to capture the date the client was cont= acted, >>>>>> by whom and the outcome (resumed or deactivated) in columns W, X and= Y. The >>>>>> office with the highest number of on-hold clients resuming care will >>>>>> receive $500 towards a summer celebration. >>>>>> >>>>>> Thank you all in advance. >>>>>> Chad >>>>>> >>>>>> >>>>>> *Chad Everitt* >>>>>> President- East Division & Canada >>>>>> Mobile: 202.262.8318 >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Thu, Jun 27, 2024 at 5:54=E2=80=AFPM Chad Everitt >>>>>> wrote: >>>>>> >>>>>>> Afternoon, All. >>>>>>> >>>>>>> I spent some time digging through Tableau this week. We appear to >>>>>>> have a *high* volume of clients currently on hold status, that date= s back >>>>>>> months and, in some cases, years. Given our overall client count an= d >>>>>>> revenue is down YOY, this may be a good opportunity for us to have = our >>>>>>> Ge