Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 12:21:48

@here when either of you get a chance can you swing by my office to discuss changes to the Flatirons reoirting

deleted-U06C7A8PVLJ
2025-01-06 12:22:20

Hi ! Yes I can just got a few meetings prior but I can as soon as I am finished

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 12:22:37

ETA?

deleted-U06C7A8PVLJ
2025-01-06 12:23:28

If my meeting with Ryan ends on time I will say 11:30 am earliest

deleted-U06C7A8PVLJ
2025-01-06 12:23:41

But probably 12pm I am sure of it lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 12:24:38

And I have a meeting with him right after you lol ok so when I get done with Ryan I’ll let you guys know probably 1 or 1:30ish

deleted-U06C7A8PVLJ
2025-01-06 12:33:50

Sounds good. I can do 1:30 pm if you can @deleted-U04GZ79CPNG

deleted-U04GZ79CPNG
2025-01-06 12:56:45

I can come by now if you like. We are happy to update the Flatirons report with the medical records data if we receive it from DL. Even if we have to do so manually for a week or two until we get it automated, we just need the data

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-01-06 14:33:19

I can meet up for our 2:30 pm however I have to leave exactly 3:00 pm since I have to take my GF to the Kia shop

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-01-06 14:33:26

As a friendly heads up

deleted-U04GZ79CPNG
2025-01-06 14:34:26

@Nicholas McFadden Is the 2:30 meeting invite for the Flatirons data or is it for the general reporting tasks for our department?

deleted-U04GZ79CPNG
2025-01-06 14:34:35

Are we still meeting at 1:30 about Flatirons

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 14:34:38

You and I can meet at 1:30 to go over the Medical Records and the Flatiron report. The bigger meeting at 2:30 you don't need to be there

deleted-U04GZ79CPNG
2025-01-06 14:34:51

Ok

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 14:35:08

That was for Edward

deleted-U06C7A8PVLJ
2025-01-06 14:35:10

Oh okay I can be there for 30 mins for the 2:30 pm if needed?

deleted-U06C7A8PVLJ
2025-01-06 14:35:15

Or if not needed at all then I understand

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 14:36:10

Be good to have Edward and Olivia at the 1:30 and Brittany probably good to have you at both. The other two don't need to be there for the 2:30 but I will need you there for that one

deleted-U06C7A8PVLJ
2025-01-06 14:37:35

Copy that let me ask her right now

deleted-U04GZ79CPNG
2025-01-06 14:38:00

Esteban will be taking over the reconciliation of the Flatirons reporting on Mondays from Dennis. I will include him as well and Dennis if he would like to meet since it is still a transition for this week. I can make a google meet and you can invite anyone else on your end that you like

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-06 14:39:01

Ok I thought it was Olivia so whom ever is involved with Flatirons I need at 1:30 and then just you or whomever from your team you want to come to have the larger conversation at 2:30

deleted-U06C7A8PVLJ
2025-01-06 14:40:54

Yeah I thought she was that is why I told @Nicholas McFadden however if Esteban will be then he should be able to attend it with us

deleted-U04GZ79CPNG
2025-01-08 19:30:34

Tomorrow when the flatirons benchmark is updated, the data for the medical records in is the tab Sheet37. This will need to be put into columns AD-AG in the All Data tab before you send to Dave or none of the updates we did will be in the report. We will go through them again this coming Monday and add in any other new info since 1/6.

deleted-U06C7A8PVLJ
2025-01-09 07:07:04

Good morning 🌄. Yes that works with me

deleted-U06C7A8PVLJ
2025-01-09 07:07:37

I'll make sure it is nicely prepared and you can take one quick glance at it prior and then we can give it to Nick and then Dave etc

deleted-U06C7A8PVLJ
2025-01-09 09:19:02

Okay I did the vlookup based on the newest report that I received from the LR benchmark + from Sheet37 and I pasted in the values for Columns AD-AG which is for medical records dates for ordered AND received and the "Y" and "N" to them. Here is that report:

deleted-U06C7A8PVLJ
2025-01-09 09:19:22

I shall also be updating the dashboard with this information right now

deleted-U06C7A8PVLJ
2025-01-09 09:21:11

So all should be good if that is all there is needed based on Brittany's message at 5:30pm. @Nicholas McFadden @deleted-U04GZ79CPNG

👍 deleted-U04GZ79CPNG
deleted-U04GZ79CPNG
2025-01-10 17:47:10

Monday's medical record data has been updated in LR fields via the import wizard. I will do so again this coming Monday (or maybe Tuesday) for the new updates

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 17:54:04

We will need it updated every Monday

deleted-U04GZ79CPNG
2025-01-10 17:56:13

It will be updated in the benchmark on Mondays. We are ready for that. But I may not get it into LR until Tuesday, depending on how the import wizard is behaving on Monday

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 18:06:10

Oh LR sorry yes all good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 18:06:22

Sorry driving

deleted-U04GZ79CPNG
2025-01-10 18:07:07

No worries!

deleted-U06C7A8PVLJ
2025-01-10 18:52:27

Thank you @deleted-U04GZ79CPNG glad to hear we got it to work somehow with the wizard of oz :malemage::skintone_2:

deleted-U04GZ79CPNG
2025-01-10 18:54:18

LR has big "Don't look behind the curtain" vibes

🤣 Nicholas McFadden, deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-01-12 16:40:22

Probably has a high school kid running a server in their parents basement using an old window xp computer using 1-2 GB of ram for all their clients 😂

deleted-U06C7A8PVLJ
2025-06-03 15:53:36

Hi team, I am posting the Paraquat and Hair Relaxer matches for DeMayo. The file has four tabs: • Two tabs with matching clients (Hair Relaxer & Paraquat) • Two tabs with non-matching clients (Hair Relaxer & Paraquat) Clients listed under non-matching did not provide a Law Ruler ID#, only a case number. I'll follow up with Daniel to check Litify and/or I'll check against JP’s report for these litify case numbers. I'm also working on identifying secondary IDs and additional Law Ruler IDs we might include. Also we're still awaiting guidance from Nancy at Dicello on how she wants us to proceed further @Nicholas McFadden

Paraquat and Hair Relaxer DeMayo Matches.xlsx
🙌 deleted-U04GZ79CPNG
deleted-U06C7A8PVLJ
2025-06-03 15:54:04

Posting just in case we need this for our DeMayo meeting. Also I will post another one once I find the secondary matches as well (if any).

deleted-U06C7A8PVLJ
2025-06-03 15:58:19

5 - Hair Relaxer clients without a law ruler ID in their report 15 Paraquat clients without a law ruler ID in their report Posting as a quick reference

deleted-U04GZ79CPNG
2025-06-03 17:05:18

@deleted-U06C7A8PVLJ DL: 246175 Lakiya White (hair relaxer) has an intake, she just has a different phone/email with her intake and SFC file. Intake ID 128799, SFC ID: 221366, PFS ID: 426203 Can you provide names or some other PII for the clients with no lead ID in LR?

deleted-U06C7A8PVLJ
2025-06-03 17:08:37

Thank you @deleted-U04GZ79CPNG & For your question that's all they gave us and we waiting on that info from their end

deleted-U04GZ79CPNG
2025-06-03 17:13:16

Can we use the DL IDs to have Daniel or Richard get that info for us?

deleted-U06C7A8PVLJ
2025-06-03 17:13:38

Yes that would be best method in my opinion

deleted-U04GZ79CPNG
2025-06-03 17:16:24

The same DL number is listed twice in the hair relaxer missing clients

deleted-U04GZ79CPNG
2025-06-03 17:16:38

None of the missing client DL IDs are in JP's report

deleted-U06C7A8PVLJ
2025-06-03 17:17:10

Oh I didn't check for dups so they look like dup case numbers ?

deleted-U06C7A8PVLJ
2025-06-03 17:17:25

Gotcha yeah we would need Daniel or Richard to look those up

deleted-U06C7A8PVLJ
2025-06-03 17:18:24

@Nicholas McFadden Nancy replied back to my email asking:

Are you able to get the additional details needed from Cam or Abe?

I believe we can find the missing clients with Daniel through Litify but once those are found is there anything else we need to make sure they provide us so I can let her know ?

deleted-U06C7A8PVLJ
2025-06-03 17:18:47

I don't want to say yes we can and then later say oh but we need this from you guys lol @Nicholas McFadden

deleted-U04GZ79CPNG
2025-06-03 17:21:33

247850 is on the list twice

deleted-U06C7A8PVLJ
2025-06-03 17:22:36

I guess you can say what details should I ask her that you think cam or Abe or only they would know the answer to so I can ask within the email thread. Otherwise if it is just blank law ruler id #s I think Daniel can help us find those in Litify @Nicholas McFadden

deleted-U06C7A8PVLJ
2025-06-03 17:22:50

@deleted-U04GZ79CPNG Noted. 🙌

deleted-U06C7A8PVLJ
2025-06-03 18:16:44

@Nicholas McFadden Update: Abe replied back saying he can help us find those clients if needed but tomorrow he can. I simply told him and Nancy if that's the case we will circle back this tomorrow and first try to find it our end through our Litify access and once we do that we can let them know and from there we would need to set up another meeting with Nancy to see how she wants to see the data. As in if we need to add in new rows or formulas etc to ensure it doesn't break the current code and gives them what they want to see

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-06-03 18:18:25

Tomorrow I am going to see if Ryan can say yes to our plan for those two new case types. I think we should still have that meeting as well to ensure it doesn't affect operations as well

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-03 18:25:49

I talked to him before we left

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-03 18:26:03

we might have to create more than two if some were DL only and some DL /Crump

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-03 18:26:21

then Zeke might have to go through and manually shift things in the financials

deleted-U06C7A8PVLJ
2025-06-04 09:45:25

That sounds about right. TY @Nicholas McFadden

deleted-U06C7A8PVLJ
2025-06-04 09:46:10

I plan on getting together with Daniel today to find those missing ones and from there we can create those profiles and I'll reply back to Nancy & I think we may just need her opinion on how see wants to see the data on those two tabs and should be good to go?

deleted-U06C7A8PVLJ
2025-06-04 11:08:02

Update: I reached out to daniel so we are planning on finding those "20" (more or less) clients that only has case numbers in Litify to see what data we are working with

deleted-U04GZ79CPNG
2025-06-30 13:19:02

@here On Friday, Abe requested a report for the soup cups with all fields. I had to take the ones from the first campaign with the missing questions and match them up with the separate campaign that has the questions and put the data together to get him all of the data. If he begins asking for this report regularly (or if others need this report), this is something that will become an issue. Can we discuss at some point if we can combine the data using the import wizard or API? I know that @Nicholas McFadden wanted these to be separated, so I wanted to check in with you about this.

deleted-U06C7A8PVLJ
2025-06-30 13:24:29

Copy that. I can see how it can be an issue. I personally don't have a preference. If it is something that some coding can solve (such as matching certain fields) I can work with @Nicholas McFadden & team to see how we can do that. I am open to having a short little discussion / meeting if that helps

deleted-U06C7A8PVLJ
2025-06-30 13:25:24

@Nicholas McFadden Your thoughts on this?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-30 13:29:22

Just spoke with Brittany. Adding the other questions and their answers to Soup 1 was the process we wanted if they requested a backfill. Try the import wizard but if it is too much work with Dustin to push via LR API

deleted-U04GZ79CPNG
2025-06-30 13:34:36

We will have to regularly do the backfill with the import wizard since the agents are still working on collecting this information from the clients. I am thinking we can do a weekly transfer from the missing questions case type to the original to ensure our reporting on Soup 1 is accurate and has all of the relevant data we've collected for the clients

👍 Nicholas McFadden