Re: East Division (Large Sites) Weekly Growth Review Summary

--000000000000b6de94063e001866 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Chicago - Chris, Team Chicago continues to work to grow our business. Some of the ongoing process we follow to keep us moving towards sustained growth: GM/ASM and CSMs are now meeting for 30 minutes every morning to discuss the pipeline, assessments scheduled and assessments completed but not started. - Discuss any situations in which HCL or GM may be able to assist to move forward. - Reach out to referral sources, when available, for any stalled opportunities. - Discuss any closed/ lost from the previous day and how we can adjust to closed/won for the next opportunity with similar attributes. Weekly team meeting in which we discuss each client, share any condition changes and make a plan on how to approach the client when appropriate to increase hours. - This helps us to strategically schedule the following week's client visits and calls to POCs. - We also obtain information on clients in facilities and GM/CSM or HCL will send a weekly status email to the nurse or social worker. GM will be reaching out to welcome all new clients in their first week of service. This is followed by a handwritten message in week two., i.e.reiterate from the phone call thank you for allowing us to partner with you and include my business card so that client can easily reach me if you need anything. If, client was a Tier 3 the written message is thank you for allowing us to partner during your convalescence and I include my business card as an easy reference for future care. This week: GM made calls to : GCM Debra Feldman to request lunch with the team in the office. Awaiting reply. Sent Malin to Sunrise of Park Ridge with some pill boxes and tumblers to introduce herself as CSM for one of their residents to Fourth Floor Caregiver Supervisor, Rita Uy. I am reaching out again to Rita Uy to request an in person meeting for a client care coordination meeting. Next Week, I am on PTO but have asked Venus to stop in and drop off Trifold Brochures and other marketing materials at three referral sources in Park Ridge; Summit of Park Ridge, The Sheridan of Park Ridge and Lutheran General Hospital. Malin to stop in and drop of tumblers and pill boxes at two referral sources in Evanston, Alden Estates of Evanston and Mather Place. Chicago Office Metrics: We lost more revenue than we added. (Some numbers were obtained from Welsky= ) - Revenue down- $917 WoW - Billable Hours down 9 - Five Assessments and one consultation with assessment scheduled mid-September - Socs - Four; 3 New clients and 1 Returning - Billable hours added 168 - Revenue Added: $5674 - Client stops - Three; 2 due to death and 1 intended short term client - Revenue lost $7419 - Lost 84 hours which equates to a loss of $4200 in weekly revenue due to client reducing hours.. Client had temporarily added 24/7 care due t= o injury. She has reduced hours back to the original 70 hours a week. - Lost no