--000000000000c5b8f905e229afa9 Content-Type: text/plain; charset="UTF-8" Sharing. Might suggest to you all that you go back and evaluate these. I am concerned as we know we need every start potential and some might be legitimate and minimum hours is not something we should allow to be disqualified unless you agree. Worth reviewing. ---------- Forwarded message --------- From: Gabrielle Wolfe Date: Thu, Jun 23, 2022 at 12:02 PM Subject: Re: Frax Leads - New Qualification Criteria To: Angie Markwell Cc: Gabrielle Wolfe , Ken Citron , Andy Feldman , Sarah Powers , Erica Smith , Aileen Ruffin , David Durbin , Chen Xie , Matt Neal , Melissa Reyes Here are the 24 leads from 6/21 (was 18 at time of pull yesterday) that have been closed by the field. I went into each lead manually to check chatter and update notes from the field, added my findings to the Notes column. As indicated, there is one record I will follow up with Frax on, and one I need to follow up with the SF dev team on. Create Date First Name Last Name Office Name Status Reason Notes 6/21/2022 SIL of Elizabeth Wellesley Below Min Hours Below Min Hours 6/21/2022 Peggy Elliott Fort Worth Below Min Hours Below Min Hours 6/21/2022 Unknown Unknown Central NJ Not reachable with information provided Per Chatter: 2 attempts were made to reach the client by the field, got VM, lead closed. 6/21/2022 Elba Aleman Bergen Financially Unqualified Medicare/Medicaid, need to pull call to review whether agent discussed payment 6/21/2022 Maria Tahil Bergen Financially Unqualified Looking for care that accepts Medicare/Medicaid, probable Frax error, Frax indicated payment source unknown but Frax notes state Medicare Part B. 6/21/2022 Diane Wilson Wellesley Below Min Hours Below Min Hours 6/21/2022 Friend of Joanne Southern NJ Duplicate Record Below Min Hours 6/21/2022 Carol Speert Southern NJ Duplicate Record Bee, these 3 records are the same caller, no record of contact, no chatter 6/21/2022 Carole Suval Speert Southern NJ Duplicate Record Bee, these 3 records are the same caller, no record of contact, no chatter 6/21/2022 Carole Suval Southern NJ Duplicate Record Cheetah, these 3 records are the same caller, no record of contact, no chatter 6/21/2022 Unknown Motta Wellesley Did not capture qualifying criteria This one was auto-closed by SF, the field went back into it and updated values, no indication of client contact in SF, no chatter 6/21/2022 Frank Schrage Arlington Not in Our Service Area This one was auto-closed by SF, no indication the field modified this record, need to investigate with SF how Referral source was assigned without field update. All Frax leads come in without the referral source field populated. Frax collects referral source in a separate field called "How did the caller hear about us", the field then confirms referral source and populates the actual referral source field. 6/21/2022 Carmen Gutto Southern NJ Financially Unqualified Per Chatter: they are unable to afford. 6/21/2022 Shafi