Purpose:
To document the process to run and use the email opens and click report in Zoho CRM
Measurement:
- The report should be used to fill in and target additional sales activities based on the end users' interest in our content.
Process:
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- Monitoring Visit - 14 Days
- Monitoring Visit - 90 Days
- Monitoring Visit - Annual Assessment
- Client Discharge
- Medication Setup
- Providing and Billing Client Supplies
- Performance Management
- Client Reassessment
- Nursing Timepoints for Client Care
- New Hire Home Health Aide Supervision
- Monitoring Visit - 14 Days
- Monitoring Visit - 90 Days
- Family Room Training Packet (For Clients and Families)
- Client Discharge
- Monitoring Visit - Annual Assessment
- Editing Family Room Permissions
- Client Family Room
- Client Grievance and Investigation
- Recover Care Communities Client Services and Billing Rates
- Medication Setup
- Performance Management
- Client Reassessment
- Nursing Timepoints for Client Care
- New Hire Home Health Aide Supervision
- Facility TB Risk Assessment Worksheet
- RCC - Client with Signs/Symptoms of COVID-19
- On-Call
- Start of Care (SOC) Checklist
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- Blood Pressure Clinic - Communities Only
- Petty Cash
- Prospective Client
- Invoice Adjustment
- Daily Stand-Up
- Recover Care Communities Client Services and Billing Rates
- Invoice Adjustment
- Performance Management
- Annual HHA Training Requirements
- Work from Home Expectations
- Petty Cash
- New Hire Home Health Aide Supervision
- Performance Management
- Work from Home Expectations
- HHA Annual Review
- Recover Health Missed Visits
- Recover Care at Home - Friends and Family Rates
- RCC - Client with Signs/Symptoms of COVID-19
- Daily Billing Review
- Financial Statement Calendar and Payroll Dates 2020
- RCC HHA - New Hire Wage Scale
- Worker's Compensation - Employee Incident Reporting
- Client Family Room
- RCH HHA - New Hire Wage Scale
- Leave of Absence Form
- Incident Reporting
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- New Client Welcome
- Weekly Payroll Process
- Recover Care at Home Team Coordinator Training Log
- New Employee Personnel Requirements Tracking
- Client Discharge
- Show Up Pay
- Work from Home Expectations
- Daily Stand-Up
- Staffing a Shift
- Team Coordinator Expectations
- Overtime Approval
- Schedule Change - Client Driven
- Schedule Change - Employee Driven
- 24-Hour Staffing Coverage
- RCH Admission Packet Contents
- Updating Employee Pay Rate in ClearCare
- Field Staff Payroll Review and Approval
- Personnel File Audits
- Daily Billing Review
- Weekly Admission Survey
- Weekly Discharge Survey
- Client Family Room
- Contracted Worker Attestation Process
- RCH Team Coordinator - Weekly Checklist
- Paraprofessional Documentation Log
- New Hire NetStudy Process
- Incomplete Tasks Completion
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- Account Executive Training Log
- Work from Home Expectations
- Daily Stand-Up
- Sales Core Process
- Quality Management (QAPI)
- Client Family Room
- Taking a Referral and Associating A Prospect
- Facility New Client Huddle
- Recover Care Collateral
- Accepting a Referral - Essential Services
- Using the Zoho Emails Report to Generate and Target Sales Activities
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- Orientation Workflow - All Roles
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- All Employee Orientation (MN)
- All Employee Orientation (WI)
- Home Health Aide Orientation + Skills Competency (MN)
- Home Health Aide Orientation + Skills Competency (WI)
- RN Care Coordinator (MN)
- RN Care Coordinator (WI)
- Executive Leadership Orientation
- Scheduling Coordinator Orientation
- Department Orientation - Quality and Compliance
- Department Orientation - Staffing and Scheduling
- Department Orientation - Billing
- Department Orientation - Payroll
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- CDC Cleaning and Disinfecting Your Facility
- COVID-19 Office Safety
- RCC - Surgical Mask - CDC Guideline
- COVID-19 Testing: Ordering Test Through Quanum
- COVID-19 Resources
- COVID-19 Testing: Sample Collection and Submission
- COVID-19 Employee Work Related Exposure Guidelines
- COVID-19 Rapid Testing Options
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- Recover Care at Home - Recover Health Weekly Account Executive Meeting
- Recover Care - Holiday Weekly Agenda
- Admission Packets
- ClearCareGo App Tutorial
- Client Handbooks
- HHA Competency Teaching Sheets
- Employee Performance Improvement Plan (PIP)
- Individual Competency Form - HHA
- Release of Information
- Interview Guides
- Contracted Worker Attestation - Recover Care Employees Contracted to work for Recover Health
- Death - Chart Review & Evaluation
- Grievance Form
- Grievance Tracking - Recover Care Master
- Service Plans
- Client Chart Audit Form
- Incident Report Form
- Incident Tracking Form
- MD Communication Form
- Prospective Client Welcome Packet
- QAPI Form Template
- SOC Assessment - Human Systems Review Form
- Blood Pressure Clinic Record Form
- Client Choice of Home Care Provider Form
- Prospective Client Intake Form
- Invoice Adjustment Form
- New Client Intake Form
- Bed Safety Brochure
- Bed Rail Assessment Form
- Bed-rail Entrapment Zones and Dimensions
- Client Choice Form - Home Care Provider
- Client Face Sheet
- Controlled Medications Record
- Credit Card ACH Authorization Form
- Disposition of Medication Form
- Geriatric Depression Screen
- Medication Administration Record (MAR) - Home Health Aide
- Hourly Client Activity Log
- Physician Communication Form
- Recover Care at Home - New Client Intake Form
- PRN Medication Administration Record (MAR)
- Client Feedback Form
- Medication Setup Record - Registered Nurse (RN Setup MAR)
- Daily Client Vitals Tracking Log
- Phone Screen
- Personnel File Audit Tool
- RCH - Home Health Aide Performance Review
- Petty Cash Form
- Foot Care Charting
- Facility TB Risk Assessment Worksheet
- Employee Survey
- Recover Care at Home - Recover Health Partnership Kick-Off Meeting Agenda
- Recover Care at Home - Recover Health New Partnership Checklist
- Recover Care at Home - Recover Health Account Review Agenda
- Service Plan Addendum
- AE Training Completion Certificate
- Family Room Sign-Up
- RCH Team Coordinator/CNA Review Template
- Provider Orders for Life-Sustaining Treatment (POLST)
- Service Plan Addendum - Long Term Care Insurance
- Client Survey Questions
- Offline Employment Application MN and WI
- Recover Care Letterhead
- Core Values
- Fax Cover Sheets
- Client Daily Weight Log
- Physician Admission/Annual Orders
- Recover Health Knowledge Base
- Recover Care Important Information, Licenses and Numbers
- Common Vendors and Contact Information
Using the Zoho Emails Report to Generate and Target Sales Activities
Last Modified on 04/15/2022 5:35 am CDT
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