--000000000000a5220c0620acfe93 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received Thanks! On Tue, Aug 27, 2024 at 11:40=E2=80=AFAM Brittany Dewey 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 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 so= on >> 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. 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 n= ext >> 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 tim= e, >> 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-