Recruiting was supposed to coordinate an interview with you. Standby....
On Tue, Oct 1, 2024 at 7:08 AM Timothy Thomas <tt@thekey.com> wrote:
> Thanks for highlighting this. I'll discuss it with Kendra. The
> confidential req has been submitted.
>
> Did you ever send me that CV for the CSM position? I never saw it.
>
> On Tue, Oct 1, 2024 at 10:06 AM Denny Roebel <denny.roebel@thekey.com>
> wrote:
>
>> Highlighted something below that supports our plan of action with Charles
>> and GR as a whole. Kendra was out on PTO yesterday.
>>
>>
>> ---------- Forwarded message ---------
>> From: Denny Roebel <denny.roebel@thekey.com>
>> Date: Mon, Sep 30, 2024 at 11:48 AM
>> Subject: New Coaching Call from Charles Holley - 9/30/24
>> To: tt@thekey.com <tt@thekey.com>, amirone@thekey.com <amirone@thekey.com>,
>> denny.roebel@thekey.com <denny.roebel@thekey.com>,
>> charles.holley@thekey.com <charles.holley@thekey.com>
>>
>>
>> **Hello Charles Holley,
>>
>>
>> New Coaching Call Charles Holley - 9/30/24 was created on 9/30/2024, 1:55
>> PM .
>>
>>
>> Please see the below fields:
>>
>> *Coaching Form Name:* Charles Holley - 9/30/24
>>
>> *Owner: *Denny Roebel
>>
>> *Coaching Activity for:* Charles Holley
>>
>> *Office: *Grand Rapids
>>
>> *HCL Prior Call Commitments Completed: *No
>>
>> *Prior Next Steps Incomplete: *- Beacon Hill - Gain a meeting with the
>> sales department to uncover needs of the community and transition plan.
>> Suggested an meeting with Ashley Edwards on 9/26 @1pm (Did not take place)
>> - Updating documentation within SF. (updated a few, still more to go.
>> Falling below the min) - Follow up with Managed Senior Care in GR. Looks to
>> appear to be a GM practice in GR. (called and left messages) - Daily
>> Advancement emails (Missed this in the PIP. per Charles he will do this
>> moving forward)
>>
>> *General Insights + Information: *- Pathways HHC - The preferred
>> provider for Beacon Hill for Part B services. Gain a meeting with this
>> provider. Walk into the local office on campus to begin to discover who is
>> the point of contact. (Was able to make contact with the head of therapy
>> for the community, Margaret). Next step - Follow up with Margaret regarding
>> residents that she was thinking about for home care services when she met
>> with Charles. Margaret did say that she was concerned about the 4 hour min.
>> Follow up with an availability email later this week to loop in shifts that
>> are available. - Using ALCA - Stefanie Sinks is located in Dexter, MI.
>> Follow up with Stefanie to uncover GCMs that cover the GR area and ask for
>> a next step with those contacts. (Set up a Zoom meeting for Thursday for
>> 9:30am with this GCM) - Charles to follow up with Kendra regarding VA
>> clients that were not qualified for VA services when the lead was received
>> and they were then closed lost. Following up to see where they are in the
>> process in getting their care approved. (Meeting with Kendra tomorrow
>> morning - set up this meeting as an ongoing meeting) - Mary Free Bed -
>> Assessment today for a 24/7 case for over a year. Double lung transplant.
>> Next step - Charles to conduct the assessment. Mikey, CSM, unable due to a
>> family issue - Calendar review - *American House - Precall plan located
>> in calendar. A VA IL wing was just started. Opportunity to learn more about
>> these residents and if they have VA approval. *Georgetown Senior Center -
>> No precall plan - MindFit. * Emmanuel Hospice - Meeting with Jan (Sales
>> Rep), has a connection with St. Ann's home. Attempting to use as a power
>> partner to gain a meeting with that SLC> * Beacon Hill - Meeting on books.
>> Discussed precall plan last week but not in calendar * Crossroads Elder
>> Care Options - (No precall plan listed) New leader of this community.
>> Received a lot of medicaid referrals in the past. Discovery meeting to
>> understand if anything has changed. * Only 6 scheduled confirmed meeting
>> this week.
>>
>> *Regional Director in attendance : * false
>>
>> *Topics Discussed on Call? : *
>> Monthly REV and SOC Goal
>> Documented Activity
>> SAP Accounts
>> Time Management
>>
>> *Action Items: *- Beacon Hill - Advancing past Ruth, who sits at the
>> front desk. In pulling up Beacon Hill's website the following people should
>> be a target for a FU meeting. Amanda Daggett, Nursing Director, Ashley
>> Edwards, Marketing Director, Sarah Johnson, Service and Events Manager,
>> Shelby Peterson, Wellness Manager, April Schaab, Operations Director/
>> Administrator, Libby Wahlstrom, ED of the Beacon Hill Foundation. Who is
>> the Home Health company that is providing Part B services Has reached out
>> to April, Amanda & Libby for a meeting. Waiting for confirmation of the
>> meetings. Reach out specifically to Shelby (Wellness Manager). Secured
>> meeting with Libby Waholstrom - ED of Beacon Hill Foundation on 10/2 -
>> Updating documentation within SF. (updated a few, still more to go. Falling
>> below the min) - Follow up with Managed Senior Care in GR. Looks to appear
>> to be a GM practice in GR. (called and left messages) - Daily Advancement
>> emails (Missed this in the PIP. per Charles he will do this moving forward)
>> - Rev is projected down 25% MoM. Charles is unsure why and will be meeting
>> with Kendra to do a deep dive into the client.
>>
>> *SOC Goal :* 7
>>
>> *SOC MTD: *4
>>
>> *Revenue Goal: *85,000
>>
>> *Revenue MTD: *$38,470
>>
>> *Revenue Forecast: *$40,010
>>
>> *Activity Goal: *100
>>
>> *Activity MTD: *74
>>
>> *AP - MTD Leads #: *4
>>
>> *AP - MTD Opportunities #: *3
>>
>> *Closed Won Past Ant. Start+No Rev: *Elba Galindo-Villanueva,
>>
>> *Coaching Call Completion Date: *2024-09-30
>>
>> Please review the link below for more details :
>>
>> *Coaching Call: *
>> https://homecareassistance.my.salesforce.com/a29UH000000QiwfYAC
>>
>