deleted-U04KC9L4HRB
2024-01-11 15:28:59

@deleted-U0686RGAEJC @deleted-U067A4KAB9U Are the CSPs going through the Paraquat Flatirons leads and backfilling the report tab information today?

deleted-U067A4KAB9U
2024-01-11 16:11:42

Are you talking about the tab that Brittany trained them on yesterday re the ID verification?

deleted-U04KC9L4HRB
2024-01-11 16:14:22

I am referring to the tab in Law Ruler that we built to track all of the benchmarks.

Also, is there a plan in place to get the CSPs trained on all the steps necessary to complete each benchmark. ie Dentity, Med records, etc. I realize we are still assembling all the necessary procedures and protocols, but just want to know that this is on your radar.

deleted-U067A4KAB9U
2024-01-11 16:28:42

I will have them back fill the tab. There were several meetings that we (management) had since the training, and I did not convey that to them, but I will.

Regarding dentity, I tild the CSPs to contact all the clients, both the ones with completed interviews and the scheduled interviews to inform them that they will be receiving text messages and emails to verify their identity. I told the CSPs about ordering medical records, and we plan on training them, but we dont have much information or documentation to move forward on that substantively yet.

👍 deleted-U04KC9L4HRB
deleted-U067A4KAB9U
2024-01-11 16:44:03

I had the CSPs send me all the clients they notified re the ID verification, and I have been sending out the links.

Sorry for not including that bit of information prior.

Cameron Rentch (cameron@internetthings.com)
2024-01-11 17:48:05

@deleted-U04HFGHL4RW @deleted-U04KC9L4HRB @deleted-U067A4KAB9U @Rachel Holzer @Michael Brunet call at 430 let’s start the

Cameron Rentch (cameron@internetthings.com)
2024-01-11 17:48:08

Then

👍 deleted-U04KC9L4HRB
deleted-U04KC9L4HRB
2024-01-11 17:54:05

@deleted-U067A4KAB9U @deleted-U0686RGAEJC please confirm that he DL CSPs have updated their calendly schedules to reflect already scheduled future appointments so that they are not double booked when we begin the PD process. TY

deleted-U0686RGAEJC
2024-01-11 17:58:41

@deleted-U04KC9L4HRB do we know when the PD process will begin?

deleted-U0686RGAEJC
2024-01-11 18:00:41

@deleted-U04KC9L4HRB Vernon related to me that the CSPs outlook calendars synced with Calendly. He can provide the specifics though and correct me if I misunderstood.

deleted-U067A4KAB9U
2024-01-11 18:01:12

yes, sir. Their calendars synced to Calendly, so all the scheduled appointments popped up. We (You and I Damon) said we were going to make sure calendly scheduled around their bookings

deleted-U067A4KAB9U
2024-01-11 18:03:23

I have been sending out the denity links and they are starting to come back. Its odd that I cannot see who I sent the link to, but five or six came back verified. I wonder if there is a way to see when a client opens the link, if if they have not completed the process.

deleted-U0686RGAEJC
2024-01-11 18:04:12

@deleted-U067A4KAB9U can see whose ID came back as verified though

deleted-U067A4KAB9U
2024-01-11 18:16:41

I don't understand your message @deleted-U0686RGAEJC. Denity shows the name of the person that was verified.

deleted-U0686RGAEJC
2024-01-11 18:19:21

@deleted-U067A4KAB9U Ah, okay. I was confused by your message and thought it just vaguely said an dID was verified

deleted-U04KC9L4HRB
2024-01-11 18:20:01

All, here is the link to the meeting at 4:30 TIP Connect Thursday, January 11 · 4:00 – 5:00pm Time zone: America/Los_Angeles Google Meet joining info Video call link: https://meet.google.com/vix-feny-bph Or dial: ‪(US) ‬ PIN: ‪800 213 404‬# More phone numbers: https://tel.meet/vix-feny-bph?pin=4901670039885

meet.google.com
Meet
Real-time meetings by Google. Using your browser, share your video, desktop, and presentations with teammates and customers.
Original URL: https://meet.google.com/vix-feny-bph
meet.google.com
Meet
Real-time meetings by Google. Using your browser, share your video, desktop, and presentations with teammates and customers.
Original URL: https://tel.meet/vix-feny-bph?pin=4901670039885
deleted-U067A4KAB9U
2024-01-11 18:21:14

All it shows is verified. I probably sent out 30/40 links and it doesn't show who I sent links to, or whether they opened or viewed the link. It only shows who completed the process.

🤔 deleted-U04KC9L4HRB
deleted-U04KC9L4HRB
2024-01-11 18:23:05

As you saw, I have an email out to the owner at Dentity. We should get any outstanding questions put together so that he can help us if we need it.

deleted-U067A4KAB9U
2024-01-11 18:25:55

Yeah, I saw that.

Cameron Rentch (cameron@internetthings.com)
2024-01-11 18:28:38

I’ll be on in about 5 min

deleted-U04KC9L4HRB
2024-01-15 14:59:53

@deleted-U067A4KAB9U how is your team doing with getting the reporting tab completed on the existing Paraquat files?

deleted-U04KC9L4HRB
2024-01-15 15:01:01

@deleted-U04GZ79CPNG @deleted-U067A4KAB9U @deleted-U0686RGAEJC are the CSP’s trained and ready to start using Monday for the tracking daily now?

deleted-U0686RGAEJC
2024-01-15 15:02:16

Good question @deleted-U04GZ79CPNG Not that I am aware of.

deleted-U0686RGAEJC
2024-01-15 15:04:14

Let’s schedule a time when the CSPs and VSSs can learn Monday. Vernon and I also need a tutorial.

deleted-U067A4KAB9U
2024-01-15 15:29:33

I believe they are doing well. They can only complete the first 10 questions, excluding #5 (ID upload). They cannot do 11-19 as of yet. Some things we do not have info on, or the needed info to complete

👍 deleted-U04KC9L4HRB
deleted-U04GZ79CPNG
2024-01-15 15:32:19

@deleted-U04KC9L4HRB I have not done Monday training for the CSPs. I will need to shore up the process with @deleted-U067A4KAB9U and @deleted-U0686RGAEJC before I can get the training materials prepared. @deleted-U067A4KAB9U @deleted-U0686RGAEJC Can we meet this afternoon or tomorrow morning to discuss? @deleted-U0686RGAEJC Will the VSSs be using Monday also, or are they going to be tracking their progress in SmartAdvocate?

👍 deleted-U04KC9L4HRB
deleted-U04KC9L4HRB
2024-01-15 15:32:34

Speaking of Dentity, we are going to have to work out a short term solution to transferring the customer information to the firms until I can work with @Mike and the integration team to set up an API. As you saw in the email I included you all on, we have several options.

deleted-U0686RGAEJC
2024-01-15 15:34:06

The VSSs will be using Monday too. Can we discuss the training tomorrow morning

deleted-U04GZ79CPNG
2024-01-15 15:34:50

@deleted-U0686RGAEJC @deleted-U067A4KAB9U I am available until 12:30pm tomorrow morning.

deleted-U067A4KAB9U
2024-01-15 15:39:32

I will see what time they have appointments, and try to get most trained. You get in @ 9 am, right?

deleted-U04GZ79CPNG
2024-01-15 15:40:45

Yes

deleted-U04GZ79CPNG
2024-01-15 15:41:48

Tomorrow morning I need to talk to you, @deleted-U067A4KAB9U and @deleted-U0686RGAEJC, before I can get everything prepped for the CSPs. We can do CSP training for Monday likely Wednesday the earliest.

👍 deleted-U0686RGAEJC
deleted-U067A4KAB9U
2024-01-15 15:44:56

How long do you think it will take. Most are free, But Mish has 5 appointments. can we go around 11:15_11:30 to 12:30?

👍 deleted-U04KC9L4HRB
deleted-U04GZ79CPNG
2024-01-15 15:49:59

I only need about a half hour to discuss with you two. For the agents, probably about an hour. I will schedule Wednesday 11:30_12:30 to reserve the room. We can adjust if need be.

deleted-U04KC9L4HRB
2024-01-15 15:51:26

Thanks Team

deleted-U067A4KAB9U
2024-01-15 16:22:55

Cool

Cameron Rentch (cameron@internetthings.com)
2024-01-15 18:53:19

I will be in the office tomorrow, Wed and Thursday. We can all meet and review where we are late tomorrow afternoon

👍 deleted-U04GZ79CPNG, deleted-U067A4KAB9U
deleted-U04KC9L4HRB
2024-01-15 18:54:15

*Thread Reply:* Sounds good