Re: Weekly Snapshot - 5.9 - 5.13 Referral Accts At Risk

From
Kimberly Guerci <kguerci@thekey.com>
To
Angie Markwell <angie.markwell@thekey.com>
CC
Kimberly Guerci <kguerci@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>, Timothy Thomas <tt@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Mon, 16 May 2022 13:00:33 -0400
Folder
INBOX
--00000000000004ba8e05df23f790 Content-Type: multipart/alternative; boundary="00000000000004ba8d05df23f78f" --00000000000004ba8d05df23f78f Content-Type: text/plain; charset="UTF-8" Not sure if anyone else is able to edit but I cannot. On Sun, May 15, 2022 at 9:45 PM Angie Markwell wrote: > You should all be able to go in and update real time from now on - please > look at all and ensure all your notes are now in and correct. If you need > help email Jackie and copy me. Thanks all. > > ---------- Forwarded message --------- > From: Jackie Summers > Date: Fri, May 13, 2022 at 6:24 PM > Subject: Weekly Snapshot - 5.9 - 5.13 Referral Accts At Risk > To: Matt Neal , Ashley Mirone amirone@homecareassistance.com>, Angie Markwell , > David Durbin , Aileen Ruffin aruffin@homecareassistance.com>, Chen Xie , > KJ Babatid , Melissa Reyes melissa.reyes@homecareassistance.com> > > > Hello team, > > Attached is a weekly snapshot of the Referral Accounts at Risk submissions > within the last week. Data range 5.9 - 5.13. Please let me know if there > are any questions. Data pulled from our Ref Accts At Risk GForm submission > sheet here > > . > > Attached is also the Excel sheet where charts were created. > > Also - I just sent you all editing abilities on the submission form and > drew attention to the new columns R+S which allow us all to keep the > responses in the same form. (Screenshot below). This includes the "Updated > Recover Status" question, so that we can know if and when we have recovered > from the incident and we are back in the "green" with the referral account. > > [image: image.png] > > Thank you. > > Jackie Summers > Sales Operations Manager > *Please note my email has changed:* > jsummers@TheKey.com > (951) 675-0413 > TheKey.com > [image: TheKey] > --00000000000004ba8d05df23f78f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Not sure if anyone else is able to edit but I cannot. On Sun, May 15, 2022 at 9:45 PM Angie M= arkwell &lt; angie.markwell@the= key.com &gt; wrote: You should all be able to go in and update real tim= e from now on - please look at all and ensure all your notes are now in and= correct. If you need help email Jackie and copy me. Thanks all. ---------- Fo= rwarded message --------- From: Jackie Summers &lt; jsummers@thekey.com &gt; Date: Fri, May 13, 2022 at 6:24 PM Subject: Weekly Snapshot - 5.9 - 5.= 13 Referral Accts At Risk To: Matt Neal &lt; mneal@thekey.com &gt;, Ashley Mirone &lt; amirone@home= careassistance.com &gt;, Angie Markwell &lt; angie.markwell@thekey.com &gt;, David= Durbin &lt; david.durbin@homecareassistance.com &gt;, Aileen Ruffin &lt;= aruffin= @homecareassistance.com &gt;, Chen Xie &lt; chen@homecareassistance.com &gt;, KJ= Babatid &lt; kbabatid@homecareassistance.com &gt;, Melissa Reyes &lt;<a

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