--000000000000bff2240620ac0d71 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 soo= n > 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 b= e > 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 w= eek > due to family not wanting them. Plan to cancel rest of hours in the ne= xt > 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 cl= ock > outs* > - *Ali/Staffing: Divide and call all caregivers, from today-Friday, > who are still usi