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<title>Elysian Therapeutics – Weekly Intake Action Plan</title>
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<h1>Elysian Therapeutics</h1>
<div class=”subtitle”>Weekly Intake Action Plan • Telehealth • AmeriHealth Caritas NC</div>
“`
<div class=”goal-box”>
🎯 TARGET: 20 Booked New Intakes Per Person This Week (90791 + 90832)<br>
Workday Ends: 8:00 PM
</div>
<h2>📅 Daily Schedule (Monday–Friday)</h2>
<table>
<thead>
<tr>
<th style=”width: 12%;”>Time</th>
<th style=”width: 17.6%;”>Rhoda<br><span style=”font-weight:normal; font-size:11px;”>(Ops Lead)</span></th>
<th style=”width: 17.6%;”>Nick<br><span style=”font-weight:normal; font-size:11px;”>(Deals & Compliance)</span></th>
<th style=”width: 17.6%;”>Sam<br><span style=”font-weight:normal; font-size:11px;”>(B2B Partnerships)</span></th>
<th style=”width: 17.6%;”>Kristen<br><span style=”font-weight:normal; font-size:11px;”>(Community & Content)</span></th>
<th style=”width: 17.6%;”>Courtney<br><span style=”font-weight:normal; font-size:11px;”>(Social + Amplification)</span></th>
</tr>
</thead>
<tbody>
<tr>
<td class=”time-col”>8:30–10:00</td>
<td>
• Standup<br>
• Publish roster<br>
• Verify eligibility queue<br>
• Assign 10 referrals
</td>
<td>
• Pull payer roster<br>
• Build target list
</td>
<td>
• Call Vance/Person/Alamance/Caswell DSS
</td>
<td>
• Call pastors/schools/food pantries<br>
• <span class=”emphasis”>Secure 2 speaking slots</span>
</td>
<td>
• Post video CTA<br>
• Include booking link
</td>
</tr>
<tr>
<td class=”time-col”>10:00–12:00</td>
<td>
• Audit EHR templates<br>
• Spot-check notes
</td>
<td>
• Send 10 intro emails + one-pager
</td>
<td>
• 15 warm calls to clinics/shelters<br>
• <span class=”emphasis”>Goal: 2 bookings</span>
</td>
<td>
• 30 follow-ups by text/email<br>
• <span class=”emphasis”>Goal: 2 bookings</span>
</td>
<td>
• Boost morning post<br>
• Share to groups
</td>
</tr>
<tr>
<td class=”time-col”>12:00–1:00</td>
<td>
• Reconfirm afternoon slots
</td>
<td>
• Reply to interested practices
</td>
<td>
• If no lunch huddle, phone blocks
</td>
<td>
• Queue 3 testimonials
</td>
<td>
• 5-min live Q&A on intakes
</td>
</tr>
<tr>
<td class=”time-col”>1:00–3:00</td>
<td>
• Recruit 2 per-diem LCMHCs<br>
• Send simple contract
</td>
<td>
• Write 1-page payer FAQ
</td>
<td>
• Zoom with FQHC/DSS<br>
• Secure MOU<br>
• <span class=”emphasis”>Book 2</span>
</td>
<td>
• Record 2 reels<br>
• Publish 1
</td>
<td>
• Cross-post reels to IG/TikTok
</td>
</tr>
<tr>
<td class=”time-col”>3:00–5:00</td>
<td>
• Open 12 new telehealth intake slots
</td>
<td>
• Create tracking sheet<br>
• Push tally
</td>
<td>
• Housing/reentry program calls<br>
• <span class=”emphasis”>Goal: 2 bookings</span>
</td>
<td>
• Parents/vets/Spanish orgs outreach<br>
• <span class=”emphasis”>Goal: 2</span>
</td>
<td>
• Share tally<br>
• Hourly Stories til 8pm
</td>
</tr>
<tr>
<td class=”time-col”>6:00–8:00</td>
<td>
• Night reconfirm: text all tomorrow clients<br>
• Fill cancels
</td>
<td>
• Prep next-day partner list<br>
• Warming emails
</td>
<td>
• Evening phone bank
</td>
<td>
• Evening phone bank
</td>
<td>
• 7:45 pm recap post & booking count
</td>
</tr>
</tbody>
</table>
<div class=”kpi-section”>
<h3>📊 Daily KPIs (Due by 8:00 PM)</h3>
<ul>
<li><strong>Contacts made</strong></li>
<li><strong>Warm leads</strong></li>
<li><strong>Booked intakes</strong> (date/time)</li>
<li><strong>No-shows reconfirmed</strong></li>
<li><strong>MOUs sent/signed</strong></li>
</ul>
</div>
<h2>📍 Weekend Operations</h2>
<div class=”weekend-section”>
<h3>Saturday Field Push</h3>
<table style=”margin-top: 10px;”>
<tr>
<td class=”time-col” style=”width: 15%;”>10:00–12:00</td>
<td>Pop-up tables at <strong>Henderson Rec & Roxboro Library</strong><br>
PHQ-9 pre-screens • Book on the spot</td>
</tr>
<tr>
<td class=”time-col”>12:00–2:00</td>
<td><strong>Rhoda:</strong> Live scheduling<br>
<strong>Nick:</strong> Eligibility & consents</td>
</tr>
<tr>
<td class=”time-col”>2:00–4:00</td>
<td><strong>Courtney:</strong> Reels with local leaders (post immediately)</td>
</tr>
<tr>
<td class=”time-col”>4:00–6:00</td>
<td>Flyers at apartments (with permission)</td>
</tr>
<tr>
<td class=”time-col”>6:00–8:00</td>
<td>Recap and fill Sun/Mon slots via text campaigns</td>
</tr>
</table>
</div>
<div class=”weekend-section”>
<h3>Sunday Faith & Nonprofit Outreach</h3>
<ul>
<li><strong>Two church announcements</strong> (Henderson & Roxboro)</li>
<li><strong>QR cards in bulletins</strong></li>
<li><strong>Target:</strong> ≥12 bookings for Mon/Tue</li>
</ul>
</div>
<h2>🎯 Weekly Targets by Role</h2>
<div class=”targets-grid”>
<div class=”target-card”>
<h4>Rhoda (Ops Lead)</h4>
<ul>
<li>Open 60 telehealth slots</li>
<li>Recruit 2 per-diem clinicians</li>
<li>0 documentation lag</li>
</ul>
</div>
<div class=”target-card”>
<h4>Nick (Deals & Compliance)</h4>
<ul>
<li>50 partner outreaches</li>
<li>4 MOUs sent</li>
<li>Distribute one-pager + FAQ</li>
</ul>
</div>
<div class=”target-card”>
<h4>Sam (B2B Partnerships)</h4>
<ul>
<li>20 booked intakes from DSS/FQHC/shelters/housing</li>
<li>2 Saturday sites secured</li>
</ul>
</div>
<div class=”target-card”>
<h4>Kristen (Community & Content)</h4>
<ul>
<li>20 booked intakes from churches/schools/nonprofits</li>
<li>3 reels</li>
<li>2 lives</li>
</ul>
</div>
<div class=”target-card”>
<h4>Courtney (Social + Amplification)</h4>
<ul>
<li>2 daily posts</li>
<li>1 lunch live</li>
<li>Nightly recap</li>
<li>Paid boosts in Vance/Person/Caswell/Alamance</li>
</ul>
</div>
</div>
“`
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