Intake Pipeline
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  • ADMIN

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  • Do not count the prepopulated ones
  • Step 1. Run Report
    Step 2. Ignore the prepopulated ones (dont count them in the total)
    Step 3. Chat with CMS and/or Jessica and ask which color tag (to be placed in Profile tag section) they should be given
    Step 4. After previous step, how many are still without tag (excluding Prepopulated RTGs). Hint: there should be 0
  • Step 1. Run report
    Step 2. Make sure the only Tag applied is Green
    Step 3. How many?
  • Step 1. Run report
    Step 2. Make sure the only Tag applied is Yellow
    Step 3. How many?
  • Step 1. Run report
    Step 2. Make sure the only Tag applied is Red
    Step 3. How many?
  • User Name: cmsteiner@gmail.com
    PW: Excellence400
  • Copy and paste:

    1. CC Prospects - Green = ??
    2. CC Prospects - Yellow= ??
    3. CC Prospects - Red = ??
    4. Number of Intakes this Month so far= ??
  • Copy and paste:

    Number of new cases that will start within the next 7 days for sure = ??
  • Are you updating Gmail contacts for everyone in Intakes Pipeline?
  • Are you updating this field with a quick summary of where things are with this contact?
  • Are you updating this field with a quick summary of where things are with this contact?

  • Online submissions (new section)

    ************************************
  • Step 1. Click link
    Step 2. Type in UNK in the search box (the small search box under Show/Hide Columns
    Step 3. How many?
  • Step 1. Click select all
    Step 2. CLick send a message

    Subject: Home Instead Senior Care

    Message: if you are still interested in home care services, please call me at 212-461-0570

  • ********* TRY AND CONVERT 5 INTO EXISTING CLIENTS*************

    CALL THEM AFTER BUSINESS HOURS IF NECESSARY
    UPDATE CC WITH AN ACTIVITY NOTE FOR EVERY CONVERSATION AND ATTEMPT
  • 1. Do not type in the boxes below. Instead, please go to Whatsapp Group called: Pts (New Admissions) and add the same info

    2. Please click return after every patient so they are read independently instead of all together in one chat record
  • Update

    1. Who did you speak to
    2. Where things are
    3. Bottlenecks
  • Update

    1. Who did you speak to
    2. Where things are
    3. Bottlenecks
  • Update

    1. Who did you speak to
    2. Where things are
    3. Bottlenecks
  • Update

    1. Who did you speak to
    2. Where things are
    3. Bottlenecks
  • Update

    1. Who did you speak to
    2. Where things are
    3. Bottlenecks

  • ********* MARKETING*************

  • Step 1. Market to the RPN Source

  • Step 2. Market to the Pt's MD(s)

    Do this for as many MDs as possible that we see in SF