Re: HCA Calgary - Analytics Portal

From
Cheryl Cartwright <ccartwright@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
Date
Fri, 11 Feb 2022 09
Folder
INBOX
Hi Tim,

Can we make sure Taylor Cleland is added to the CCM incentive program
please.

Thanks,

Cheryl

On Thu., Feb. 10, 2022, 4:29 p.m. 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>
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>>>> 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
>