Walter Rucker-
The assessment was completed. During the assessment the daughter (who lives
with the client) shared our rate was more money than she makes an hour. She
recently started work at the Amazon warehouse. After the assessment we were
not able to make contact again.
Barb Strathman- They wanted to keep care under $35/hr.
Let me know if this is helpful.
Thank you!
Emily
On Tue, Nov 19, 2024 at 10:52 AM Denny Roebel <denny.roebel@thekey.com>
wrote:
> Thank you for following up on this Cristal. I am looping in @Emily
> Swackhamer <emily.swackhamer@thekey.com> who is the GM for the St. Louis
> office to answer your questions below and give more context.
>
> Emily - Any context that you can provide would be greatly appreciated.
>
> -Denny
>
> On Tue, Nov 19, 2024 at 11:49 AM Cristal Munoz <cmunoz@thekey.com> wrote:
>
>> Hi Chris and Denny,
>> Chris is technically on PTO but forwarded this email for me to follow up.
>> Here is what I gathered after listening to both calls.
>>
>>
>> *Walter Rucker.* SF LINK:
>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000GVlz8YAD/view
>> Aretha discussed the starting rate with the family and let them know they
>> would get a more finalized quote in the free assessment. This caller was
>> also ready to go and wanting to meet ASAP.
>> The CMS notes say they have not been able to make contact after multiple
>> contact attempts. Was an assessment completed for this? Because the notes
>> from the CSM then state "POC could not afford care. I will close due to
>> cost."
>>
>> *Barb Strathman. *SF LINK:
>> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH00000Kbc64YAB/view
>> Dementia client so is looking for once a week ongoing 4 hours (this
>> should increase as time goes on). Gayle quoted the start rate of $36/hr and
>> Gayle was upfront stating the price would be higher because of the short
>> visit once a week and needing to pay the CG a premium rate for continuity.
>>
>> Is the issue the starting rate? Please advise. Thank you!
>>
>> Best,
>> Cristal
>>
>>
>>
>>
>>
>>
>>>
>>> ---------- Forwarded message ---------
>>> From: Denny Roebel <denny.roebel@thekey.com>
>>> Date: Mon, Nov 18, 2024 at 6:06 PM
>>> Subject: Fwd: Financially Unqualified
>>> To: Christopher Reese <christopher.reese@thekey.com>
>>> CC: Timothy Thomas <tt@thekey.com>
>>>
>>>
>>> Chris -
>>>
>>> I was on a coaching call with my HCL in St. Louis today and approached
>>> the topic of the office's closing percentage. Both the HCL and GM shared
>>> with me that they are seeing an increase in assessments scheduled with RIMs
>>> with financially unqualified clients. Below are the two examples that the
>>> GM shared with me.
>>>
>>> Please let me know if you have any questions.
>>> -Denny
>>>
>>>
>>> ---------- Forwarded message ---------
>>> From: Emily Swackhamer <emily.swackhamer@thekey.com>
>>> Date: Mon, Nov 18, 2024 at 1:22 PM
>>> Subject: Financially Unqualified
>>> To: Denny Roebel <denny.roebel@thekey.com>
>>>
>>>
>>> Hi Denny,
>>>
>>> The two opportunities that stood out from intake were Barb Strathman and
>>> Walter Rucker. I confirmed with Katie that these were the two she had
>>> concerns about as well.
>>>
>>> Thanks!
>>>
>>> --
>>> *Emily Swackhamer | Missouri General Manager*
>>> Email: emily.swackhamer@thekey.com
>>> M: (314) 591-1974 O: (314) 863-8989
>>> TheKey.com
>>>
>>>
>>>
>>
>> --
>>
>> Sincerely,
>>
>> Cristal Munoz
>>
>> *Inside Sales Manager*
>>
>> Please note my email has changed:
>>
>> cmunoz@thekey.com
>>
>> TheKey.com <https://www.thekey.com/>
>>
>>
>>