--000000000000279eac063a8d0042 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Geoff and I connected yesterday and think the best place to put this would be in the new CSM scorecard that is going to be rolling out soon. There is the 30/60/90 day retention metric on that dashboard, and we can include the referral account filter there so you can see what retention looks like with/without VCH lumped in. Thanks, Sarah On Mon, Jul 21, 2025 at 6:30=E2=80=AFAM Timothy Thomas wrot= e: > Thanks Geoff, > > Sarah, would it be complicated to track as a one off? Melissa would like = a > retention metric for Vancouver but with VCH lumped in, it's uncontrollabl= e. > > Please let me know > Thanks! > > On Fri, Jul 18, 2025 at 6:23=E2=80=AFPM Geoff Dion > wrote: > >> Hi Sarah, >> You are correct, we do not have that filter on any dashboard where we ar= e >> reporting SOC Retention >> >> On Fri, Jul 18, 2025 at 6:00=E2=80=AFPM Sarah Powers wrote: >> >>> HI Tim, >>> >>> I don't believe any of our dashboards with retention have the referral >>> account filter on it. I'm looping in John and Geoff to confirm. If >>> confirmed, I'll loop back with John and Geoff to talk through the level= of >>> effort and best spot for this. >>> >>> Thanks, >>> Sarah >>> >>> On Fri, Jul 18, 2025 at 6:27=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Sarah, >>>> >>>> Is there a report that would allow me to see the SOC retention for non >>>> Vancouver Coastal Health clients in Vancouver? >>>> >>>> Thanks! >>>> >>>> -- >>>> >>>> *Tim Thomas* >>>> Head of Midwest & Canada Divisions | *TheKey* >>>> Mobile: 514.591.9387 >>>> [image: TheKey] >>>> >>> >> >> -- >> *Geoff* >> Manager, Business Intelligence >> > --000000000000279eac063a8d0042 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Geoff and I connected yesterday= and think the best place to put this would be in the new CSM scorecard tha= t is going to be rolling out soon. There is the 30/60/90 day retention metr= ic on that dashboard, and we can include the referral account filter there = so you can see what retention looks like with/without VCH lumped in. Thanks, Sarah On Mon, Jul = 21, 2025 at 6:30=E2=80=AFAM Timothy Thomas < tt@thekey.com > wrote: Thanks Geoff, Sarah, = would it be complicated=C2=A0to track as a one off? Melissa would like a re= tention metric for Vancouver but with VCH lumped in, it's uncontrollabl= e.=C2=A0 Please let me know Thanks! On Fri, Jul 18, 2025 at 6:23=E2=80=AFPM Geoff Dion < geoffrey.dion@thekey.com >= wrote: Hi=C2=A0Sarah, You are correct, we do not have that filter on = any dashboard where we are reporting SOC Retention On Fri, Jul 18, 202= 5 at 6:00=E2=80=AFPM Sarah Powers < spowers@thekey.com > wrote: HI Tim, I don't believe any of our dashboards with retention have the ref= erral account filter on it. I'm looping in John and Geoff to confirm. I= f confirmed, I'll loop back wi