Re: Stand Down Summary from Cincinnati Care Management meeting

From
Megan Panko <megan.panko@thekey.com>
To
Laura Horval <lhorval@thekey.com>
CC
Brittany Dewey <brittany.dewey@thekey.com>, Mandy Bronner <abronner@thekey.com>, Ali Puckett <apuckett@thekey.com>, Cincinnati Team <Cincyteam@thekey.com>, Cheryl Jeffers <cheryl.jeffers@thekey.com>, Denny Roebel <denny.roebel@thekey.com>, Will Reid <wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2024-08-27 14:40:06
Folder
INBOX
--000000000000af3a1a0620ae929d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank You On Tue, Aug 27, 2024 at 1:48=E2=80=AFPM Laura Horval w= rote: > Thank you! > > On Tue, Aug 27, 2024 at 1:34=E2=80=AFPM Brittany Dewey > wrote: > >> Circling back to this >> >> RA shift on Sat 8/31 was covered with Gigi. >> I have a message out to Shawan about her RA shifts, ( her shift today >> doesnt end until 4p) to follow up about how it went >> >> >> On Tue, Aug 27, 2024 at 12:47=E2=80=AFPM Mandy Bronner >> wrote: >> >>> Received Thanks! >>> >>> On Tue, Aug 27, 2024 at 11:40=E2=80=AFAM Brittany Dewey >> brittany.dewey@thekey.com> wrote: >>> >>>> Thank you Ali >>>> >>>> *Brittany Dewey* >>>> Staffing Manager-Cincinnati >>>> brittany.dewey@thekey.com >>>> cell: 513-806-9276 >>>> office: 513-891-2273 option 3 >>>> *Please review us on Facebook or Google!* >>>> h ttps://www.facebook >>>> .com/TheKeyCincinnati >>>> Click here >>>> for >>>> Google Review >>>> [image: TheKey] >>>> >>>> >>>> On Tue, Aug 27, 2024 at 11:35=E2=80=AFAM Ali Puckett >>>> wrote: >>>> >>>>> Team- >>>>> >>>>> This condensed summary is going to have 3 sections going forward, >>>>> every Tuesday, and will be sent out after our care management meeting= s. The >>>>> sections are related to conversions of leads and opportunities, refer= ral >>>>> account clients that are yellow/red and why, and follow ups that I am >>>>> asking the ops team to provide the Cincy team only with updates on as= soon >>>>> as they are complete. >>>>> >>>>> 1) *August Conversions Updates (8/1-8/12 data available in Tableau)* = : >>>>> >>>>> - New leads: 21 >>>>> - Leads that became opportunities: 19 >>>>> - Leads that were assessed (through 8/12): 10 >>>>> - Total Conversions (as of 8/27): 9 >>>>> - Ashley=3D *4 closed won opportunities*-1 new since last week >>>>> (Potterton). *5 closed lost opportunities*. 1 new since last week >>>>> (Homler) >>>>> - Laura=3DAssessment scheduled Friday (Martin).* 4 closed won opp'= s*.* >>>>> 0 closed lost opps*. >>>>> - Megan=3DAssessment scheduled Friday (Possert). *3 closed won opp= 's*. >>>>> *0 closed opps*. >>>>> >>>>> >>>>> 2) *Yellow/Red Referral account clients/why*: >>>>> >>>>> - Sarah Schafer (Continue to Bloom)- Rough start with caregiver >>>>> satisfaction. One caregiver has been terminated, one was PRN. Shou= ld be >>>>> consistent veteran team going forward. >>>>> - Wilberta Warner (Cheryl WOM network)-Declining rapidly but added >>>>> 88 hours last week >>>>> - Clare Kathmann (Twin Towers)-They have made many schedule >>>>> changes since starting 2 weeks ago. Have cancelled overnights effe= ctive >>>>> this week due to family not wanting them. Plan to cancel rest of h= ours in >>>>> the next week or so according to Jessica but not due to dis-satisf= action. >>>>> >>>>> >>>>> 3) *Operation Team Follow ups: Will check in Wed/Friday. Please send >>>>> Updates to Cincyteam only:* >>>>> >>>>> >>>>> - *CCM's-Send email to your clients asking if they would like >>>>> services on Labor Day or weekend. Inform staffing one client at a = time, >>>>> when you get a response. * >>>>> - *Linda-Terminate Rasheibia after final warning has been given >>>>> due to No call no show, and coach Tatiana on filming in client's h= ome* >>>>> - *Laura-Discuss extending Shewan's hours with Hencheck's* >>>>> - *Brittany-Follow up with Shewan on how she is doing in RA >>>>> training* >>>>> - *Brittany-email Becky's team later this week to see if any would >>>>> be interested in Key Cleaning* >>>>> - *Megan-Determine last day for Sue Jones. Take flowers to thank >>>>> them on last day.* >>>>> - *CCM's: When in each client's care plan and after 90 day >>>>> re-assessment-update tasks and shorten list if possible to aid wit= h clock >>>>> outs* >>>>> - *Ali/Staffing: Divide and call all caregivers, from >>>>> today-Friday, who are still using Caregiver Connect (more to follo= w on >>>>> this)* >>>>> - *Brittany-Firm up RA open shift on Sunday* >>>>> - *Finnerty-Needs replacement confirmed for Sylvia-Hilda??* >>>>> - *Key Cleaning-staffing keep considering options for this please* >>>>> >>>>> >>>>> Have a great day all:) >>>>> >>>>> -- >>>>> *Ali Puckett, CDP* >>>>> General Manager-Cincinnati >>>>> apuckett@thekey.com >>>>> cell: 513-390-0905 >>>>> office: 513-891-2273 option 3 >>>>> *Please review us on Facebook or Google!* >>>>> h ttps://www.facebook >>>>> .com/TheKeyCincinnati >>>>> Click here >>>>> >>>>> for Google Review >>>>> [image: TheKey] >>>>> >>>>> >>>>> >>>> >> >> -- >> *Brittany Dewey* >> Staffing Manager-Cincinnati >> brittany.dewey@thekey.com >> cell: 513-806-9276 >> office: 513-891-2273 option 3 >> *Please review us on Facebook or Google!* >> h ttps://www.facebook >> .com/TheKeyCincinnati >> Click here >> for >> Google Review >> [image: TheKey] >> > --=20 *Megan Panko* Client Care Manager-Cincinnati megan.panko@thekey.com cell: 513-581-1370 office: 513-891-2273 option 3 *Please review us on Facebook or Go

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