--00000000000052e3af061bf60343 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Also the RI clients except for 2 were deactivated-on hold prior to our acquisition of the franchise and since this is a regulated state, we should likely leave the documentation as is. On Fri, Jun 28, 2024 at 12:45=E2=80=AFPM Audra Williams = wrote: > Amy Freeman made the Minnesota and Rhode Island Wellsky URL's accounts > "INACTIVE" so I am almost certain we will not be able to edit any of thes= e > clients. I was also under the impression that we had deactivated all > clients when we closed the offices. > > Best, > > On Fri, Jun 28, 2024 at 9:04=E2=80=AFAM Chad Everitt > wrote: > >> We will need to deactivate clients for the closed locations listed. >> >> >> *Chad Everitt* >> President- East Division & Canada >> Mobile: 202.262.8318 >> [image: TheKey] >> >> >> On Fri, Jun 28, 2024 at 12:02=E2=80=AFPM Jennifer Piper > jennifer.piper@thekey.com> wrote: >> >>> Thank you! Can we also remove Minnesota from the list since the office >>> is closed? >>> >>> Best >>> Jennifer >>> Jennifer Piper >>> Midwest Regional Director of Operations >>> *Please note my email address has changed:* >>> jennifer.piper@thekey.com >>> Mobile: (414) 309-4604 >>> TheKey.com >>> >>> >>> >>> On Fri, Jun 28, 2024 at 10:59=E2=80=AFAM Kimberly Guerci >>> wrote: >>> >>>> Thanks...can we have Rhode Island removed from the list since the >>>> office is closed? >>>> >>>> On Fri, Jun 28, 2024 at 11:44=E2=80=AFAM Chad Everitt >>>> wrote: >>>> >>>>> Good Morning, >>>>> >>>>> In an effort to track our efforts and outcomes, please have your >>>>> offices use the attached workbook, which has been sorted alphabetical= ly by >>>>> Region by Site name. We want to capture the date the client was conta= cted, >>>>> by whom and the outcome (resumed or deactivated) in columns W, X and = Y. The >>>>> office with the highest number of on-hold clients resuming care will >>>>> receive $500 towards a summer celebration. >>>>> >>>>> Thank you all in advance. >>>>> Chad >>>>> >>>>> >>>>> *Chad Everitt* >>>>> President- East Division & Canada >>>>> Mobile: 202.262.8318 >>>>> [image: TheKey] >>>>> >>>>> >>>>> On Thu, Jun 27, 2024 at 5:54=E2=80=AFPM Chad Everitt >>>>> wrote: >>>>> >>>>>> Afternoon, All. >>>>>> >>>>>> I spent some time digging through Tableau this week. We appear to >>>>>> have a *high* volume of clients currently on hold status, that dates= back >>>>>> months and, in some cases, years. Given our overall client count and >>>>>> revenue is down YOY, this may be a good opportunity for us to have o= ur >>>>>> General Managers and Client Success Managers follow-up with our form= er >>>>>> clients to re-engage them to our services. I understand this should = be part >>>>>> of our Pipeline process, however it does not appear to be consistent= ly >>>>>> taking place in every location. At the very minimum, this exercise w= ould >>>>>> clean up our list of clients currently listed