Re: Oasis Senior Advisors Client Referral

From
Danielle James <danielle.james@thekey.com>
To
Cristal Munoz <cmunoz@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 4 Feb 2025 08:51:25 -0600
Folder
INBOX
--0000000000004432c9062d5225ef Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi , I looked at the spreadsheet and wanted to add to it this morning because AGAIN last night the RIM took the lead after hours. I am not sure how to get this cleaned up. I am more than happy to add the link to the spreadsheet. Please review. Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Mon, Feb 3, 2025 at 8:52=E2=80=AFAM Danielle James wrote: > Hi, > Here is a good example of miscommunication with the RIMS and the office > staff. > We were informed that the RIMS are not on call M-F but only Sat and Sun s= o > we had our on-call CSM cal. Then 3 HOURS after the referral came in and > after we called Maria was attempting to reach out without reading the > emails that we responded to say we took care of it. > Can we please talk about this on our call today, These are the types of > situations we have recently talked about and are trying to clean up. > > > Thank you > Danielle James LPN > *Milwaukee General Manager * > *Please note my email has changed:* > danielle.james@thekey.com > (414) 309-4827 > (414) 219-0300 > TheKey.com > [image: TheKey] > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > > > ---------- Forwarded message --------- > From: Emily Sun > Date: Mon, Feb 3, 2025 at 8:23=E2=80=AFAM > Subject: Re: Oasis Senior Advisors Client Referral > To: Danielle James , Amy Catalina amy.catalina@thekey.com> > > > Hi Amy, > > Were you able to make contact? > > Emily Sun > Client Success Manager > *Please note my email has changed:* > emily.sun@TheKey.com > Direct: (414) 309-5034 > Office: (414) 964-8000 > 8x8: (414) 219-0014 > TheKey.com > > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > [image: TheKey] > > > On Fri, Jan 31, 2025 at 8:36=E2=80=AFPM Danielle James > wrote: > >> They were already called. >> >> Danielle James >> Milwaukee General Manager >> *Please note my email has changed:* >> danielle.james@thekey.com >> (414)309-4827 >> (414)219-0300 >> >> TheKey.com >> [image: TheKey] >> >> >> On Jan 31, 2025, at 8:10=E2=80=AFPM, Maria Prudhont wrote: >> >> =EF=BB=BF >> Hi Jason, >> >> Thank you so much! We will reach out >> >> >> *Warmest Regards, MARIA PRUDHONT* >> REGIONAL INTAKE MANAGER >> NATIONWIDE >> >> *DIRECT: 310.713.8530OFFICE: 626.773.4490 (After >> hours & weekends)* >> *Please note my email has changed:* >> *mprudhont@thekey.com* >> >> *WEBSITE:* >> TheKey.com >> [image: TheKey] >> >> >> On Fri, Jan 31, 2025 at 3:02=E2=80=AF

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