Re: CCM Commission - Missing Data

From
Naeim Dian <data_reporting-support@homecareassistance.com>
To
tt@thekey.com
Date
Thu, 16 Jun 2022 15:07:13 +0000
Folder
INBOX
----==_mimepart_62ab472177eaa_1c42b039907a66c3071150 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable The point was that the data was showing clients related to those CCMs as = acquired clients and that was why they were not being qualified for commi= ssions within the first year and subsequently not showing up in the AP re= port. We have fixed it. Please confirm if you are now able to see those = names. Thanks,=C2=A0 Naeim Dian = = On Wed, 15 Jun at 4:47 PM , Timothy Thomas wrote: = Hi Naeim, = Unfortunately that's not accurate. There's definitely a data issue going= on. For one, none of them are appearing in the analytics report.=C2=A0 = = Below=C2=A0are the commissions=C2=A0paid out for the month of April as a= pproved by Chen. Now they're not appearing in the report... = = = CCM Incentive April 22 = Cleland - $700 = Brocal - $550 = Sousa - $250 = Vinluan - N/A = Fewchuk - $325 = Liu - N/A = = = I think the main question is why are they no longer in the CCM Commissio= n report? = Thanks = Tim = = = = = = On Wed, Jun 15, 2022 at 4:05 PM Naeim Dian wrote: = = = = = Hi Tim, = =C2=A0 = For the CCMs to be qualified for commissions, The following criteria mus= t be met, Please review those and then you will find my explanations of d= etails about each of the names you mentioned. = 5K Bonus = = When the client reaches 5K in Lifetime Revenue, the CCM of the client at= that time gets a bonus=C2=A0 = = $50 per client for clients with above $1k in average weekly revenue for= last 4 weeks = $25 per client for clients with $500-$999 in average weekly revenue for= last 4 weeks = CCM does not get a 5K bonus for clients with clients less than $500 rev= enue for last 4 weeks = = = Retention Bonus = = Bonus for keeping a client Thresholds = = Bonus amount is $100-$300 depending on average weekly revenue from that= client for the last 4 weeks = 3 month retention =3D 13 invoices or active weeks = 6 month retention =3D 26 invoices or active weeks = 1 yr retention =3D 52 invoices or active weeks = 2 yrs retention =3D 104 invoices/weeks = = = = = Exclusions = = CCM does not get bonused on acquired clients until 1 year post acquisit= ion. = CCM does not get a bonus for clients with clients less than $500 revenu= e for last 4 weeks. = Clients with unpaid invoices do not qualify towards CCM bonus. Note: th= ese will show on report but will be in red and will not get included in p= ayout list. = Invoices with no carelogs total are not included in count of invoices. = = = = = So According to the guidelines, and the fact that their clients are all = acquired, they can qualify for 1yr and 2yr retention + 5k commissions : = 1. Taylor Cleland=C2=A0 : None of her clients reached 1yr retention (52 = invoices or active weeks) or 5k bonus from 4/1/22 - present=C2=A0 = 2. Shiella Brocal=C2=A0 : 9 of her clients qualified for 1yr bonus and t= hey are listed in AP - No qualifications for 5k bonuses. = 3. Shawtel Sousa=C2=A0 : No 5k clients or 1yr