--000000000000b6a9e10640d21d95 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tiffany, Yes I am working from your spreadsheet. I am able to approve but the process to choose no for rate increase is not working. For example Miriam Orlov had a rate increase earlier this year. I get an error when following process to indicate no to rate change. I am adding to comments. Thanks, Diane On Fri, Oct 10, 2025 at 12:57=E2=80=AFPM Tiffany Silton wrote: > Hi Diane, > Any increases that were processed in July, Aug or Sept have been remove= d > from the report and your SF approval queue. To make any changes, go into > your list view. I've attached your file here. > https://homecareassistance.lightning.force.com/lightning/o/Annual_Rate_Ch= ange__c/list?filterName=3DChicago. > This is where you will make necessary changes. > Tiffany Silton > Director, Division Operations > > tsilton@thekey.com > (760) 889-2188 > TheKey.com > [image: TheKey] > > > On Fri, Oct 10, 2025 at 7:55=E2=80=AFAM Diane Mockenhaupt > wrote: > >> Good morning Tiffany, >> >> May I clarify, please? I have many rate increases indicated on the >> spreadsheet you shared but none are in my approval queue. If I have none= in >> the approval queue, does that mean I do not actually have any rate >> increases this round? I put through increases in September for October. >> The entries I've reviewed on the spreadsheet are duplicates, and the cli= ent >> had an increase earlier this year. The directions you provided are not >> working. I cannot submit the approval. I am adding notes to comments b= ut >> do not want to submit for approval if the rate change indicates yes. It'= s >> not allowing me to change to no. >> >> Thanks, >> Diane >> >> On Wed, Oct 8, 2025 at 1:06=E2=80=AFPM Tiffany Silton wrote: >> >>> Hi Team, >>> >>> The Ad Hoc 4% rate increases have now been loaded into Salesforce. >>> Please note that any rate increase records entered prior to today have = been >>> removed to ensure consistency with the this process. >>> >>> What this means: >>> All General Managers must review and approve the newly added Ad Hoc 4% >>> increases by Friday, October 10. >>> >>> You can find all of these in your approval que, but here is the also th= e >>> report for your review: >>> https://homecareassistance.lightning.force.com/lightning/r/Report/00OUH= 0000068PnN2AU/view?queryScope=3DuserFolders >>> >>> ONLY The following client groups are excluded from this increase: >>> >>> - >>> >>> VA Clients >>> - >>> >>> Clients with a =E2=80=9CPartner Rate Exception =3D True=E2=80=9D >>> - >>> >>> CareScout Partnership Clients >>> >>> If a GM finds a client with the need of an exception, they must complet= e >>> the following steps in order: >>> >>> 1. >>> >>> Clear the Go Forward Bill Rate field >>> >>> 2. >>> >>> Clear the Effective Date field >>> >>> 3. >>> >>> Update Send Letter to None >>> >>> 4. >>> >>> Change Rate Increase to No >>> >>> 5. >>> >>> Add a reason in the Comm