--00000000000076d82a05e9acf89f Content-Type: multipart/alternative; boundary="00000000000076d82905e9acf89e" --00000000000076d82905e9acf89e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Gary. Am I reading that right, we only have a single client in september missing payment information? If so exceptional job by all including our colleagues in finance. On Tue, Sep 27, 2022 at 2:32 PM Gary Scott <gscott@thekey.com> wrote: > Melissa =E2=80=93 you are correct in that some clients are added to Clear= Care and > never start=E2=80=94some clients get deactivated, and some do not. > > > > Chen =E2=80=93 Going forward we will only include clients that have start= ed care > and we can segregate the exceptions by month of start. When I look at > high-priority by client created date, below is the breakdown, which appea= rs > to indicate an improvement. This is by created date and not start date, = so > some of the Aug count below relates to Sept starts. > > > > So, to re-state =E2=80=93 we will only send out clients that have started= , we will > add start date, and we will clearly indicate pre-Oct start vs Oct+ start. > > > > Other thoughts or suggestions, please let me or Elizabeth know. > > > > Thank you, > > Gary > > > > > > *From:* Melissa Reyes <melissa.reyes@thekey.com> > *Sent:* Tuesday, September 27, 2022 1:17 PM > *To:* Chen Xie <chen@thekey.com> > *Cc:* eclark@thekey.com; Northeast/Canada Regional Operation Directors < > northeastcanada-regional-operation-directors@thekey.com>; David Durbin < > david.durbin@thekey.com>; Angie Markwell <angie.markwell@thekey.com>; > Chen Xie <chen@homecareassistance.com>; Audra Williams <audraw@thekey.com= >; > Alicia Broussard <abroussard@thekey.com>; Alisha Wise <awise@thekey.com>; > Amy Harris <aharris@thekey.com>; Araceli Gutierrez < > araceli.gutierrez@thekey.com>; Bobby Kou <bkou@homecareassistance.com>; > carol.miller@thekey.com; Cassi Gilkeson <cgilkeson@thekey.com>; Cathy > Goffredo <cathy.goffredo@thekey.com>; Charlie Ferro <cferro@thekey.com>; > Christa Chalfa <cchalfa@homecareassistance.com>; Gail Carboy < > gcarboy@thekey.com>; James Buscemi <jbuscemi@thekey.com>; > jmuskat@homecareassistance.com; Kim Kranwinkel < > kimberly.kranwinkel@thekey.com>; Kimberly Guerci <kguerci@thekey.com>; > laura.hintz@thekey.com; Peggy Anderson <panderson.old@thekey.com>; Triff > Cook <triff@thekey.com>; Yukari Roberts <yroberts@thekey.com>; > bethann.rosario@thekey.com; Jay Skypeck <jason.skypeck@thekey.com>; > Claudia Hernandez <chernandez@thekey.com>; Jennifer Piper < > jennifer.piper@thekey.com>; Jessica Pascasio <jpascasio@thekey.com>; Pete > DaCosta <peter.dacosta@thekey.com>; Timothy Thompson-Cook < > timothy.thompsoncook@thekey.com>; Gary Scott <gscott@thekey.com>; Mandi > Cheslock <mcheslock@thekey.com>; Benjamin Lewis <benjamin.lewis@thekey.co= m>; > Sarah Powers <spowers@thekey.com>; Tad Smith < > tsmith@homecareassistance.com>; Matthew Neal <mneal@homecareassistance.co= m > > > *Subject:* Re: New Client Audit Results- Action Required by 9/30/22 > > > > Elizabeth, > > > > On the high priority items in the workbook Col. AB is all dates in the > past and that column indicates "first shift scheduled and completed date = in > CC (highlighted in green)" Nothing is highlighted in green, so does this > mean these clients never started and this is a deactivation exercise? > > > > On Tue, Sep 27, 2022 at 10:10 AM Chen Xie <chen@thekey.com> wrote: > > +Tad, +Matt > > > > When we apply this in November and begin to gate out commissions for > clients without a complete client consent agreement, Elizabeth, could you > time band your report (either replace or separate) into what Tad + Gary h= as > defined as high priority (with a pending shift or a completed shift), amo= ng > those who started after October 1, as those will be the ones that everyon= e > will want to focus on. Ongoing, if will be easy if we can simply see the > list of new names produced that week (with the high priority) to chase wi= th > the most urgency. > > > > Also for group communication purposes, what Tad has let me know is that > there's ~70 high priority new clients in September to date, so roughly 20 > per week, or about 8% of our total actual starts. I understand there's > another 120 low priority, but it sounds like those have no shifts pending > so wouldn't count for us as a start and isn't commissionable for anyone > anyway. > > > > LMK if that's accurate. > > > > On Mon, Sep 26, 2022 at 10:19 PM <eclark@thekey.com> wrote: > > Good Evening > > Please review the linked spreadsheet > <https://docs.google.com/spreadsheets/d/183DGt8Fw9EmCYHq4Q8G06YUy52QauneS= /edit?usp=3Dsharing&ouid=3D114633849602778058975&rtpof=3Dtrue&sd=3Dtrue> > to see the details of our last audit and trending by location, instructio= ns > for filtering the file sent in previous distribution below, as of 9/25/22= . > Attached are the documented guidelines we reviewed with your designated >