Re: Stand Down Summary from Cincinnati Care Management meeting

From
Brittany Dewey <brittany.dewey@thekey.com>
To
Mandy Bronner <abronner@thekey.com>
CC
Ali Puckett <apuckett@thekey.com>, Cincinnati Team <Cincyteam@thekey.com>, Cheryl Jeffers <cheryl.jeffers@thekey.com>, Denny Roebel <denny.roebel@thekey.com>, Will Reid <wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2024-08-27 13:34:24
Folder
INBOX
--00000000000097ad4c0620ada73c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Circling back to this RA shift on Sat 8/31 was covered with Gigi. I have a message out to Shawan about her RA shifts, ( her shift today doesnt end until 4p) to follow up about how it went On Tue, Aug 27, 2024 at 12:47=E2=80=AFPM Mandy Bronner wrote: > 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, referra= l >>> 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 s= oon >>> 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 = 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 ti= me, >>> 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* >>> - *Bri

Thread (3)