--00000000000005aafe0627a80b3f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks everyone, To close the loop on this, when listening to the call did the client give any pushback on the rates? I know in the assessment she mentioned that this was more than she makes in an hour but I want to understand what she said in the initial conversation to see if there is something different we should have done? Thoughts? Chris On Tue, Nov 19, 2024 at 11:52=E2=80=AFAM Denny Roebel wrote: > 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/0= 06UH00000GVlz8YAD/view >> Aretha discussed the starting rate with the family and let them know the= y >> 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 note= s >> 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/001UH= 00000Kbc64YAB/view >> Dementia client so is looking for once a week ongoing 4 hours (this >> should increase as time goes on). Gayle quoted the start rate of $36/hr = and >> Gayle 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 continuit= y. >> >> 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 shar= ed >>> with me that they are seeing an increase in assessments scheduled with = RIMs >>> with financially unqualified clients. Below are the two examples that = the >>> 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 opportuniti