Re: Preferred Partnership Agreement

From
Kate Coulter <kate@gerontologis.com>
To
Timothy Thomas <tt@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>
Date
Mon, 7 Nov 2022 12:36:46 -0500
Folder
INBOX
--Apple-Mail=_77D2AB51-DDFA-4C3C-AA82-48FE39D1D621 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Tim One more question: Will Home Care Assistance give a preferred referral to GerontoLogis when = someone cannot remain at home any longer? Or would we need a separate agreement of our own with you? cheers, Kate =09 Kate Coulter, BSW=20 Director / Directrice=20 514-825-4501 cel =09 kate@gerontologis.com=C2=A0 = 514-695-5454 fax/bureau =09 www.gerontologis.com =09 www.achq.com=C2=A0 Membre de l'Association des conseillers en h=C3=AAbergemen= t du Qu=C3=A9bec pour A=C3=AEn=C3=A9s ACHQ=20 = =09 On Nov 2, 2022, at 10:49 AM, Timothy Thomas wrote: Hi Kate, I'm good with your suggested changes. I have modified and attached.=20 As for the non-solicitation, yes of course we understand that a client = will often come back to you for an eventual move to senior living, and = that's great! Our goal is to continue 1:1 care with them throughout = their journey, so I wouldn't be overly concerned with this point. We're = on the same team! Once completed, I will set a meeting with @Joey Taylor = who can discuss the proper referral = process so that everything is tracked correctly. Also we can review our = updated rates and service minimums. Also you will need to let us know = how you want to handle referrals from your colleagues, who do we send = the checks to etc.=20 I look forward to ironing all this out! Thanks again, Tim On Tue, Nov 1, 2022 at 4:05 PM Kate Coulter > wrote: Hi Tim Thanks for the agreement. It looks good=E2=80=A6.. I have a few questions for you: 1) Do we send you a name by email when we make a referral=E2=80=A6what = is the process? 2) #6 Non - solicitation - just to be clear a client may come back to me = when they wish to move to a residence. This may be for a variety of = reasons=E2=80=A6.of course I=E2=80=99m not going to call them and follow = up to ask them to move to a residence. 3) #3 Preferred Provider. I would be pleased to give the name of Home = Care Assistance at the top of my list and most often the only name, = therefore, I would prefer to take out=20 =E2=80=9Cat the exclusion of all other in-home senior care providers and = Agent shall not refer or recommend any other in-home care provider to = its Sources unless HCA has had the right of first refusal=E2=80=9D.=20 Keep - =E2=80=9CFor the duration of this Agreement, HCS shall be the = preferred provider for the Agent=E2=80=99s referrals, clients and = potential leads=E2=80=9D. How does that sound? cheers, Kate =09 Kate Coulter, BSW=20 Director / Directrice=20 514-825-4501 cel =09 kate@gerontologis.com=C2=A0 = 514-695-5454 fax/bureau <>=09 www.gerontologis.com =09 www.achq.com=C2=A0 Membre de l'Association des conseillers en h=C3=AAbergemen= t du Qu=C3=A9bec pour A=C3=AEn=C3=A9s ACHQ=20 = =09 On Oct 31, 2022, at 9:23 AM, Timothy Thomas > wrote: Hi Kate, Please have a look over the default preferred partnership agreement. = Let's schedule a time to