Re: Stand Down Summary from Cincinnati Care Management meeting

From
Ali Puckett <apuckett@thekey.com>
To
Laura Horval <lhorval@thekey.com>
CC
Brittany Dewey <brittany.dewey@thekey.com>, Mandy Bronner <abronner@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
ue, 27 Aug 2024 15
Folder
INBOX
Thanks for the update Brittany.

On Tue, Aug 27, 2024 at 1:48 PM Laura Horval <lhorval@thekey.com> wrote:

> Thank you!
>
> On Tue, Aug 27, 2024 at 1:34 PM Brittany Dewey <brittany.dewey@thekey.com>
> 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 PM Mandy Bronner <abronner@thekey.com>
>> wrote:
>>
>>> Received Thanks!
>>>
>>> On Tue, Aug 27, 2024 at 11:40 AM 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 <https://www.facebook.com/TheKeyCincinnati>ttps://www.facebook
>>>> .com/TheKeyCincinnati
>>>> Click here
>>>> <https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3> for
>>>> Google Review
>>>> [image: TheKey]
>>>>
>>>>
>>>> On Tue, Aug 27, 2024 at 11:35 AM Ali Puckett <apuckett@thekey.com>
>>>> wrote:
>>>>
>>>>> Team-
>>>>>
>>>>> This condensed summary is going to have 3 sections going forward,
>>>>> every Tuesday, and will be sent out after our care management meetings. The
>>>>> sections are related to conversions of leads and opportunities, referral
>>>>> 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= *4 closed won opportunities*-1 new since last week
>>>>>    (Potterton). *5 closed lost opportunities*. 1 new since last week
>>>>>    (Homler)
>>>>>    - Laura=Assessment scheduled Friday (Martin).* 4 closed won opp's*.*
>>>>>    0 closed lost opps*.
>>>>>    - Megan=Assessment 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. Should 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 effective
>>>>>    this week due to family not wanting them. Plan to cancel rest of hours in
>>>>>    the next week or so according to Jessica but not due to dis-satisfaction.
>>>>>
>>>>>
>>>>> 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 home*
>>>>>    - *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 with clock
>>>>>    outs*
>>>>>    - *Ali/Staffing: Divide and call all caregivers, from
>>>>>    today-Friday, who are still using Caregiver Connect (more to follow 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 <https://www.facebook.com/TheKeyCincinnati>ttps://www.facebook
>>>>> .com/TheKeyCincinnati
>>>>> Click here
>>>>> <https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
>>>>> for Google Review
>>>>> [image: TheKey]
>>>>> <https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
>>>>> <https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
>>>>>
>>>>
>>
>> --
>> *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 <https://www.facebook.com/TheKeyCincinnati>ttps://www.facebook
>> .com/TheKeyCincinnati
>> Click here
>> <https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3> for
>> Google Review
>> [image: TheKey]
>>
>

*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 <https://www.facebook.com/TheKeyCincinnati>ttps://www.facebook
.com/TheKeyCincinnati
Click here
<https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
for Google Review
[image: TheKey]
<https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>
<https://www.google.com/search?hl=en-US&gl=us&q=TheKey+-+Formerly+Home+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludocid928820858993837079&lsig«86z5Vop6FtX1qJtE4piAMefKIX#lrd=0x884053254cdeea23:0xcf2dd37997c50417,3>

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