Thank you Ali
*Brittany Dewey*
Staffing Manager-Cincinnati
brittany.dewey@thekey.com
cell: 513-806-9276
office: 513-891-2273 option 3
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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
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> for Google Review
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>