--0000000000007f409d05e9abcf6c Content-Type: multipart/alternative; boundary="0000000000007f409c05e9abcf6b" --0000000000007f409c05e9abcf6b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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 wrote: > >> Good Evening >> >> Please review the linked spreadsheet >> >> to see the details of our last audit and trending by location, instructi= ons >> for filtering the file sent in previous distribution below, as of 9/25/2= 2. >> Attached are the documented guidelines we reviewed with your designated >> SMEs and leadership team. We will be scheduling meetings with each offic= e >> on this list starting in October if documents and tags are not corrected= by >> the end of the month. >> >> *As of the last audit:* >> >> - 213 Clients without a signed Consent Agreement on file >> - 264 Clients without a signed Payment Authorization on file >> - 12 Clients with no Payer email/address, or Client email/address >> >> *Client Statuses:* >> >> - High Priority- Completed shifts in the past >> - In Process-