Thank you, Audra
Jennifer Piper
Midwest Regional Director of Operations
*Please note my email address has changed:*
jennifer.piper@thekey.com
Mobile: (414) 309-4604
TheKey.com <https://thekey.com/>
<https://thekey.com>
On Fri, Jun 28, 2024 at 2:49 PM Audra Williams <audraw@thekey.com> wrote:
> Hi All!
>
> It was brought to my attention that some clients on the spreadsheet have
> no account in Wellsky, but have an account in Salesforce. If you find this
> please notate "no account in Wellsky" in Column Y.
>
> Thank you!
>
> On Fri, Jun 28, 2024 at 9:48 AM Kimberly Guerci <kguerci@thekey.com>
> wrote:
>
>> Also the RI clients except for 2 were deactivated-on hold prior to our
>> acquisition of the franchise and since this is a regulated state, we should
>> likely leave the documentation as is.
>>
>> On Fri, Jun 28, 2024 at 12:45 PM Audra Williams <audraw@thekey.com>
>> wrote:
>>
>>> Amy Freeman made the Minnesota and Rhode Island Wellsky URL's accounts
>>> "INACTIVE" so I am almost certain we will not be able to edit any of these
>>> clients. I was also under the impression that we had deactivated all
>>> clients when we closed the offices.
>>>
>>> Best,
>>>
>>> On Fri, Jun 28, 2024 at 9:04 AM Chad Everitt <chad.everitt@thekey.com>
>>> wrote:
>>>
>>>> We will need to deactivate clients for the closed locations listed.
>>>>
>>>>
>>>> *Chad Everitt*
>>>> President- East Division & Canada
>>>> Mobile: 202.262.8318
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Fri, Jun 28, 2024 at 12:02 PM Jennifer Piper <
>>>> jennifer.piper@thekey.com> wrote:
>>>>
>>>>> Thank you! Can we also remove Minnesota from the list since the
>>>>> office is closed?
>>>>>
>>>>> Best
>>>>> Jennifer
>>>>> Jennifer Piper
>>>>> Midwest Regional Director of Operations
>>>>> *Please note my email address has changed:*
>>>>> jennifer.piper@thekey.com
>>>>> Mobile: (414) 309-4604
>>>>> TheKey.com <https://thekey.com/>
>>>>> <https://thekey.com>
>>>>>
>>>>>
>>>>> On Fri, Jun 28, 2024 at 10:59 AM Kimberly Guerci <kguerci@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Thanks...can we have Rhode Island removed from the list since the
>>>>>> office is closed?
>>>>>>
>>>>>> On Fri, Jun 28, 2024 at 11:44 AM Chad Everitt <
>>>>>> chad.everitt@thekey.com> wrote:
>>>>>>
>>>>>>> Good Morning,
>>>>>>>
>>>>>>> In an effort to track our efforts and outcomes, please have your
>>>>>>> offices use the attached workbook, which has been sorted alphabetically by
>>>>>>> Region by Site name. We want to capture the date the client was contacted,
>>>>>>> by whom and the outcome (resumed or deactivated) in columns W, X and Y. The
>>>>>>> office with the highest number of on-hold clients resuming care will
>>>>>>> receive $500 towards a summer celebration.
>>>>>>>
>>>>>>> Thank you all in advance.
>>>>>>> Chad
>>>>>>>
>>>>>>>
>>>>>>> *Chad Everitt*
>>>>>>> President- East Division & Canada
>>>>>>> Mobile: 202.262.8318
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>>
>>>>>>> On Thu, Jun 27, 2024 at 5:54 PM Chad Everitt <
>>>>>>> chad.everitt@thekey.com> wrote:
>>>>>>>
>>>>>>>> Afternoon, All.
>>>>>>>>
>>>>>>>> I spent some time digging through Tableau this week. We appear to
>>>>>>>> have a *high* volume of clients currently on hold status, that dates back
>>>>>>>> months and, in some cases, years. Given our overall client count and
>>>>>>>> revenue is down YOY, this may be a good opportunity for us to have our
>>>>>>>> General Managers and Client Success Managers follow-up with our former
>>>>>>>> clients to re-engage them to our services. I understand this should be part
>>>>>>>> of our Pipeline process, however it does not appear to be consistently
>>>>>>>> taking place in every location. At the very minimum, this exercise would
>>>>>>>> clean up our list of clients currently listed as being "On-hold," however
>>>>>>>> ideally we can win back their business.
>>>>>>>>
>>>>>>>> Let me know your thoughts if we could accomplish this before July
>>>>>>>> 4th. Ideally, our Company name and care offering would be on the
>>>>>>>> decision-makers minds going into the American Independence Day holiday when
>>>>>>>> families may be visiting their loved ones.
>>>>>>>>
>>>>>>>> Thanks
>>>>>>>> Chad
>>>>>>>>
>>>>>>>>
>>>>>>>> *Chad Everitt*
>>>>>>>> President- East Division & Canada
>>>>>>>> Mobile: 202.262.8318
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>
>>>
>>> --
>>> Audra Williams
>>> Director, Divisional Operations
>>> (425) 757-7027
>>> TheKey.com <https://www.thekey.com/>
>>>
>>>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>
>
> --
> Audra Williams
> Director, Divisional Operations
> (425) 757-7027
> TheKey.com <https://www.thekey.com/>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>