Re: HCA Calgary - Analytics Portal

From
Carolina Orosa <corosa@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>, Lucas Hynes <data_reporting-support@homecareassistance.com>
Date
Thu, 10 Feb 2022 14:17:35 -0800
Folder
INBOX
Hi Lucas,

Shiella Brocal is a Case Manager from the Vancouver office.

Thank you.

On Thu, Feb 10, 2022 at 1:31 PM Carolina Orosa <
corosa@homecareassistance.com> wrote:

> Please add on my end:
> 1. Shiella Brocal - sbrocal@homecareassistance.com
>
> Thank you.
>
> On Thu, Feb 10, 2022 at 1:29 PM Timothy Thomas <tt@homecareassistance.com>
> wrote:
>
>> Hi Lucas,
>>
>> Please add these users to the CCM Incentive report in the analytics portal
>>
>> Maria Licoudis - CCM in Montreal - mlicoudis@homecareassistance.com
>> Stephanie Demers - CCM in Montreal - sdemers@homecareassistance.com
>> Dominique Jacobs - CCM in Montreal - djacobs@homecareassistance.com
>> Christina Leo - CCM in Montreal - cleo@homecareassistance.com
>>
>> For the rest of Canada, can you please send Lucas the list of CCM's you
>> would like included on the CCM incentive.
>>
>> Thank you
>>
>> On Tue, Feb 8, 2022 at 1:22 PM Lucas Hynes <
>> data_reporting-support@homecareassistance.com> wrote:
>>
>>> Hi Chuck,
>>>
>>> I was able to go through and look at the profiles of the CCMs you
>>> listed. It looks like they all have the correct permissions so the problem
>>> could be local to their machines. Please have them try and clear their
>>> cookies, cache, and history, and then try to login again. If this fails
>>> please reach back out with a screenshot of what they are seeing on the ap
>>> when they try and view the reports and I can continue to look at it.
>>> ​
>>> Hi Tim,
>>> ​
>>> If this is around the same problem then the above solution should be
>>> generally applicable to all CCMs. If the request is to get CCMs access to
>>> the ap then I would need a list of the people to be added, their associated
>>> office, and their job title. Please let me know if you have any questions
>>> or concerns about this or if I misunderstood!
>>>
>>> Thanks,
>>>
>>> Lucas Hynes
>>>
>>>
>>> On Mon, 7 Feb at 4:39 PM , Timothy Thomas <tt@homecareassistance.com>
>>> wrote:
>>> Hi Lucas,
>>>
>>> While we're at it, can we please get all CCM's in Canada added. Let me
>>> know if you need me to pull a list together.
>>>
>>> Thanks,
>>> Tim
>>>
>>> On Mon, Feb 7, 2022 at 4:25 PM Chuck Terlesky <
>>> cterlesky@homecareassistance.com> wrote:
>>>
>>>> Hi Lucas,
>>>>
>>>> I have access to all of the reports - It's our CCM's that don't have
>>>> access to the "office reports".  (example: ccm scorecard, client retention,
>>>> intake pipeline, client start list, etc.) The ccm's are Shawntel Sousa,
>>>> Luna Vinluan and Jamie Fewchuk.
>>>>
>>>> Hope this helps, let me know if you need additional information.
>>>>
>>>> Regards,
>>>> Chuck
>>>>
>>>> On Mon, Feb 7, 2022 at 9:11 AM Lucas Hynes <
>>>> data_reporting-support@homecareassistance.com> wrote:
>>>>
>>>>> Hi Chuck,
>>>>>
>>>>> When looking at the office filter in the CCM Scorecard I am able to
>>>>> see Calgary, Can you see it in this report? If so which reports under the
>>>>> Office Reports are you having trouble with? If not then please let me know
>>>>> so I can look into that with your profile settings.
>>>>>
>>>>> Thanks,
>>>>>
>>>>> Lucas Hynes
>>>>>
>>>>>
>>>>> On Thu, 3 Feb at 1:35 PM , Chuck Terlesky <
>>>>> cterlesky@homecareassistance.com> wrote:
>>>>> Hi Team DART,
>>>>>
>>>>> We are an office in Calgary, Alberta - Canada.
>>>>>
>>>>> We have some issues with the CCM's accessing "office reports" in the
>>>>> Analytics portal. Currently, it seems that our city "Calgary," is not
>>>>> listed as a location for any data.
>>>>>
>>>>> Would it be possible to have Calgary added to the reports so we can
>>>>> have our pipeline meetings?
>>>>>
>>>>> Let me know if you have any questions or need additional information.
>>>>>
>>>>> Regards,
>>>>> Chuck
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Chuck Terlesky B.A., CCPE
>>>>> General Manager
>>>>> Home Care Assistance of Calgary, Alberta
>>>>> Office: 403-301-3777
>>>>> 10333 Southport Rd SW, Unit 107
>>>>> HomeCareAssistanceCalgary.ca
>>>>> Click Here <https://linktr.ee/hcacalgary> For Information
>>>>> ---
>>>>> Read Our Testimonials
>>>>> <http://HomeCareAssistanceCalgary.ca#testimonials>
>>>>> Join Our Newsletter
>>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>>> <https://homecareassistance.com>
>>>>> Champions of Longevity
>>>>>
>>>>>
>>>>
>>>> --
>>>> Chuck Terlesky B.A., CCPE
>>>> General Manager
>>>> Home Care Assistance of Calgary, Alberta
>>>> Office: 403-301-3777
>>>> 10333 Southport Rd SW, Unit 107
>>>> HomeCareAssistanceCalgary.ca
>>>> Click Here <https://linktr.ee/hcacalgary> For Information
>>>> ---
>>>> Read Our Testimonials
>>>> <http://HomeCareAssistanceCalgary.ca#testimonials>
>>>> Join Our Newsletter
>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>> <https://homecareassistance.com>
>>>> Champions of Longevity
>>>>
>>>
>>>
>>> --
>>> Timothy Thomas
>>> Head of Canada
>>> Home Care Assistance
>>> Office: 514-907-5065
>>> Fax: 514-221-4265
>>> 4464 Ste Catherine West
>>> Westmount, QC, H3Z1R7
>>> HomeCareAssistanceMontreal.ca
>>> ---
>>> Read Our Testimonials
>>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>>
>>> <https://www.linkedin.com/company/home-care-assistance-montreal-soins-%C3%A0-domicile-/>
>>> <https://www.facebook.com/HCAGreaterMTL>
>>> <https://homecareassistance.com>
>>> Champions of Longevity
>>>
>>> 27872:611100
>>>
>>
>>
>> --
>> Timothy Thomas
>> Head of Canada
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>> ---
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> <https://www.linkedin.com/company/home-care-assistance-montreal-soins-%C3%A0-domicile-/>
>> <https://www.facebook.com/HCAGreaterMTL>
>> <https://homecareassistance.com>
>> Champions of Longevity
>>
>
>
> --
>
> Carolina Orosa
> President and Chief Operating Officer
> Home Care Assistance
> 1861 Marine Drive,
> West Vancouver, BC V7V1J7
> ph:   (778) 279-3634
> fax:  (778) 279-3635
> website: *www.homecareassistancevancouver.ca
> <http://homecareassistancevancouver.ca/>*
> https://www.youtube.com/watch?v=RX_4cCVybg8
>
>

-- 

Carolina Orosa
President and Chief Operating Officer
Home Care Assistance
1861 Marine Drive,
West Vancouver, BC V7V1J7
ph:   (778) 279-3634
fax:  (778) 279-3635
website: *www.homecareassistancevancouver.ca
<http://homecareassistancevancouver.ca/>*
https://www.youtube.com/watch?v=RX_4cCVybg8

Thread (2)