Re: Financially Unqualified

From
Cristal Munoz <cmunoz@thekey.com>
To
Christopher Reese <christopher.reese@thekey.com>
CC
Denny Roebel <denny.roebel@thekey.com>, Emily Swackhamer <emily.swackhamer@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 25 Nov 2024 07:47:56 -0500
Folder
INBOX
--0000000000006b2b1e0627bc265f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning everyone, Sorry I should have clarified in my previous email. Neither caller gave push back on the rate. See below for more information. *Walter Rucker* - The caller did not give push back and said it was fine followed by "how soon can someone come out and assess?" *Barb Strathman - *Caller did not say anything about the rate and moved into talking more about the assessment. Best, Cristal On Sun, Nov 24, 2024 at 7:49=E2=80=AFAM Christopher Reese wrote: > 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 w= e > 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/= 006UH00000GVlz8YAD/view >>> Aretha discussed the starting rate with the family and let them know >>> they would get a more finalized quote in the free assessment. This call= er >>> 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? Becaus= e >>> the notes from the CSM then state "POC could not afford care. I will cl= ose >>> due to cost." >>> >>> *Barb Strathman. *SF LINK: >>> https://homecareassistance.lightning.force.com/lightning/r/Account/001U= H00000Kbc64YAB/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 shor= t >>> visit once a week and needing to pay the CG a premium rate for continui= ty. >>> >>> 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 >>>>

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