Re: Stand Down Summary from Cincinnati Care Management meeting

--000000000000d89ab50620add997 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! On Tue, Aug 27, 2024 at 1:34=E2=80=AFPM Brittany Dewey wrote: > 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 > brittany.dewey@thekey.com> 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, ever= y >>>> Tuesday, and will be sent out after our care management meetings. The >>>> sections are related to conversions of leads and opportunities, referr= al >>>> 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 = soon >>>> 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. Shoul= d 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 thi= s 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 t= ime, >>>> when you get a response. * >>>> - *Linda-Terminate