Re: Weekly Rev Report - Update

From
Kimberly Guerci <kguerci@thekey.com>
To
Vincent Jim <vincent@mavencare.com>
CC
Timothy Thomas <tt@thekey.com>, Eric Sloan <ericsloan@mavencare.com>, Timothy Thomas <tt@homecareassistance.com>, Kimberly Guerci <kguerci@thekey.com>, Audra Williams <audraw@thekey.com>, Bryan Higgins <bryan@mavencare.com>, Nukul Bhasin <nukul@mavencare.com>, Brianne Elgie <brianne.elgie@mavencare.com>
Date
Wed, 18 May 2022 11:15:29 -0400
Folder
INBOX
--00000000000000d96705df4abb98 Content-Type: multipart/alternative; boundary="00000000000000d96605df4abb97" --00000000000000d96605df4abb97 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Vince.. I have gone through the reports and am able to get basic information needed. I hope to have some time this afternoon to dive into them a bit more and will let you know if I have any questions prior to meeting tomorrow. On Tue, May 17, 2022 at 2:35 PM Vincent Jim wrote: > Hi Tim and Kim, > > I wanted to follow up and see if you have what you need on the reporting > front in Tableau to get the insights you're looking for. Are there urgent > requests or feedback that you want us to be aware of prior to our meeting > on Thursday? > > We're working on building these reporting features in the Mavencare porta= l > but we want to make sure you have what you need in the interim to ensure > smooth operations. > > Best, > > > *Vincent Jim*Senior Director of Operations > 1-855-526-2702 ext. 213 > > Mavencare > > > > > > On Mon, May 16, 2022 at 8:41 AM Timothy Thomas wrote: > >> This is great. Thanks Eric! >> >> On Fri, May 13, 2022 at 3:13 PM Eric Sloan >> wrote: >> >>> Hi Everyone, >>> >>> I have added some of the requests from our meeting yesterday morning. >>> You can now use the '+' button that can be found when you hover over th= e >>> 'GEO' field on the 'Weekly Rev' tab. This will first drill down to the >>> assigned Case Manager. Clicking the '+' again reveal rev by each indivi= dual >>> client. >>> [image: Screen Shot 2022-05-13 at 3.03.53 PM.png] >>> I have also added a GEO Filter to all the tabs in the report, and >>> restored the 'New Sales' tab which has SOC count and Monthly Recurring = Rev >>> that started care that month. >>> >>> Thanks, >>> >>> -- >>> >>> [image: logo] >>> >>> Eric Sloan >>> >>> Senior Business Analyst >>> >>> Mavencare >>> >>> We=E2=80=99re Hiring: Apply Today >>> >> >> >> -- >> Tim Thomas >> Head of Canada Division >> *Please note my email has changed:* >> tt@TheKey.com >> (514) 591-9387 >> TheKey.com >> [image: TheKey] >> > --00000000000000d96605df4abb97 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Vince.. I have gone through the reports and am able to get= basic information needed.=C2=A0 I hope to have some time this afternoon to= dive into them a bit more and will let you know if I have any questions pr= ior to meeting tomorrow. On Tue,= May 17, 2022 at 2:35 PM Vincent Jim &lt; vincent@mavencare.com &gt; wrote: Hi Tim and Kim,=C2=A0 = I wanted to follow up and see if you have what you need on the r= eporting front in Tableau to get the insights you&#39;re looking for. Are t= here urgent requests or feedback that you want us to be aware of prior to o= ur meeting on Thursday?=C2=A0 We&#39;re working on= building these reporting features in the Mavencare portal but we want to m= ake sure you have what you need in the interim to ensure smooth operatio

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