--0000000000002029860647198738 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable No problem: Update Client Census as of 12/28 *43* They are losing clients pretty fast, it appears to be majority death and 1 dissatisfaction. Just finished pipeline (Milwaukee) they have 3 SOC (after holiday) -100% starting (assessment completed.) 1 assessment Completed-50% sure Plan: Meeting with Micah and Scott when they are back from PTO. PIP will be given to Pat (Audra working with Amelia to get this executed) AH On Mon, Dec 29, 2025 at 8:34=E2=80=AFAM Timothy Thomas wrot= e: > Hi Amelia, > > Thanks for sending this over. I'll review this on my call with Chris this > Friday. > > Tim > > On Mon, Dec 22, 2025 at 3:19=E2=80=AFPM Amelia Howard > wrote: > >> I recommend hiring an additional Milwaukee-based CGM with strong >> caregiver experience (preferably CNA) to lead orientations and staff our >> community cases. This would alleviate capacity constraints and improve >> training quality. >> >> *Gross Profit for December 12/1 to 12/22-51% currently* >> December we are projecting* 60 clients 59 now plus 1 SOC,* as we have a >> SOC before the end of the year, this number may increase per Micah as so= me >> seasonal holidays they receive an influx of inquiries of Fast- Starts, s= ome >> holidays the influx will decrease until after the holidays. >> >> *Assessments December 12/1 to 12/22 Completed 10 Scheduled 11 * >> *40% Assessment to SOC Conversion Number for December-Ashley only* >> *40% Assessment to SOC Conversion Number- Entire Site-December* >> >> *1 pending assessment will be completed by the end of the month (DEC)* >> *Assessments November 11/1 to 11/30 Completed 5 Scheduled 5 * >> *4 started in November* >> *67% Ashley's Assessment to SOC Conversion * >> *80%- Entire Site Assessment to SOC Conversion* >> >> We can discuss more after the holiday, please let me know if you need >> anything else. >> >> Amelia Howard >> Regional Manager >> > --0000000000002029860647198738 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable No problem: Update Client Census as of 12/28 43 They are losing=C2=A0clients pretty fast, it appears t= o be majority death and 1 dissatisfaction. Just finished pipeline= (Milwaukee) they have 3 SOC (after holiday) -100% starting (assessment com= pleted.) 1 assessment Completed-50% sure Plan: Meeting with Micah= and Scott when they are back from PTO. PIP will be given to Pat (Audra wor= king with Amelia to get this executed) AH On Mon, Dec 29, 2025 at 8:34=E2=80=AFAM Timothy Thomas < tt@thekey.com > wrote: Hi Amelia, Thanks= for sending this over. I'll review this on my call with Chris this Fri= day. Tim On Mon, Dec 22, 2025 at 3:19=E2=80=AFPM Amelia Howard < amelia.howard@= thekey.com > wrote: = =C2=A0I recommend hiring an additional Milwaukee-based CGM with strong care= giver experience (preferably CNA) to lead orientations and staff our commun= ity cases. Thi