I can see the clients have now been added to our active client lists but I
just want to make sure then that Taylor is compensated for them as they
have passed the 5000k threshold in a few cases as well a few have crossed
the three month retention mark.
Please let me know how the report reads when it's run again
Thank you Sarah and Aaron for moving them over. I do see they are still
sitting in Assessments as well. Is this how it should be?
Cheryl
On Wed., Mar. 16, 2022, 3:53 p.m. Timothy Thomas, <tt@homecareassistance.com>
wrote:
> Hi Sarah,
>
> Can you get back to me on this one because it's also throwing off the CCM
> incentives that Rebecca pulls for Toronto.
>
> Thanks!
>
> On Wed, Mar 16, 2022 at 3:34 PM Cheryl Cartwright <
> ccartwright@homecareassistance.com> wrote:
>
>> I just realized that all our Stacks for Toronto are also not accurate if
>> our new clients are not actually in our Current Client Accounts list. When
>> they look at new starts and retention ours is not showing as these clients
>> were populated into Assessments or Opportunities. It's really
>> important that these get fixed for statistical purposes as well as our CCM
>> bonus plans.
>>
>> Please advise,
>>
>> Cheryl
>>
>> On Wed, Mar 16, 2022 at 11:14 AM Cheryl Cartwright <
>> ccartwright@homecareassistance.com> wrote:
>>
>>> Good Morning Everyone,
>>>
>>> As you all know, when the homepage was created all our current clients
>>> were filtered into Opportunities. I can see many of these have been fixed
>>> but there are several clients still missing from our client account list.
>>> This of course is affecting our AP and therefore our CCM's bonus. Below is
>>> the list of clients that Taylor should be receiving bonuses on and you will
>>> see several are not in our current client account list in Salesforce
>>> despite being "closed won"
>>>
>>> Can you please take a look at this?
>>>
>>> *Gyllenhammar- *start date December 10th (total weekly hours 84) -
>>> currently closed properly but not in Taylor's AP
>>>
>>> *Jeffery- *start date November 13th (total weekly hours started at 28
>>> then dropped to approximately 26) - currently closed properly but not in
>>> Taylor's AP
>>>
>>> *King- *start date November 8th (total weekly hours 20) -currently
>>> closed properly but not in Taylor's AP
>>>
>>> *McBrien- *start date January 2nd (total weekly hours 84) - currently
>>> closed properly but not in Taylor's AP
>>>
>>> *Napier- Andrews-* start date January 27th (total weekly hours 20) -
>>> NOT in our client accounts and not in Taylor's AP
>>>
>>> *Osagie-* start date January 22nd (total weekly hours 48) - NOT in our
>>> client accounts and not in Taylor's AP
>>>
>>> *Wright-* start date January 12th (total weekly hours 77 hours then
>>> dropped to 70) - NOT in our client accounts and not in Taylor's AP
>>>
>>> *Wynick-* start date January 18th (total weekly hours 31) - NOT in our
>>> client accounts and not in Taylor's AP
>>>
>>> Thank you,
>>>
>>> Cheryl
>>>
>>> --
>>> *Cheryl Cartwright*
>>> Director of Care
>>> Home Care Assistance
>>> Office: 416-488-8777 <4164888777>
>>> Toronto, ON (EST)
>>> torontohomecareassistance.ca <https://www.torontohomecareassistance.ca/>
>>> ---
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>>>
>>
>>
>> --
>> *Cheryl Cartwright*
>> Director of Care
>> Home Care Assistance
>> Office: 416-488-8777 <4164888777>
>> Toronto, ON (EST)
>> torontohomecareassistance.ca <https://www.torontohomecareassistance.ca/>
>> ---
>> Read Our Testimonials <https://homecareassistance.com/reviews>
>> Join Our Newsletter
>> <https://homecareassistance.com/healthy-longevity-newsletter>
>> We Are Hiring! <https://homecareassistance.com/careers>
>> <https://www.linkedin.com/in/lucas-hynes/>
>> <https://homecareassistance.com/>
>> Champions of Longevity
>> ccartwright@homecareassistance.com
>>
>
>
> --
> 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
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