Re: VCH Referral option in Sales Force

From
Denny Roebel <denny.roebel@thekey.com>
To
Sharon Speirs <sspeirs@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Liz Hamilton <liz.hamilton@thekey.com>
Date
Wed, 13 Nov 2024 09:46:22 -0500
Folder
INBOX
--0000000000006062020626cc66f2 Content-Type: multipart/alternative; boundary="0000000000006062010626cc66f1" --0000000000006062010626cc66f1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sharon - I am not seeing HCA - pink box as a Clearcare location. If you have a different option, let me know and I can update it. [image: image.png] On Thu, Oct 31, 2024 at 1:32=E2=80=AFPM Sharon Speirs = wrote: > Hi Denny > Thank you - The Clear Care Location we use is HCA - pink box > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Thu, Oct 31, 2024 at 10:29=E2=80=AFAM Denny Roebel > wrote: > >> What is the correct wellsky office? I can update it >> >> >> >> On Thu, Oct 31, 2024 at 1:28=E2=80=AFPM Sharon Speirs wrote: >> >>> Thats fine Tim but it is tagged to Loving Home Care so that is not >>> correct >>> >>> >>> Sharon, Speirs >>> >>> General Manager >>> >>> Vancouver, BC >>> >>> Office: 778.279.3634 >>> >>> sspeirs@thekey.com >>> >>> TheKey.ca >>> >>> [image: TheKey] >>> >>> >>> >>> >>> >>> >>> >>> On Thu, Oct 31, 2024 at 6:19=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> + @Sharon Speirs @Cheryl Cartwright >>>> >>>> >>>> On Thu, Oct 31, 2024 at 9:14=E2=80=AFAM Denny Roebel >>>> wrote: >>>> >>>>> The following is the only account for VCH in Salesforce now. >>>>> >>>>> >>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/00= 15e00000i2n2VAAQ/view >>>>> >>>>> On Wed, Oct 30, 2024 at 4:25=E2=80=AFPM Denny Roebel >>>>> wrote: >>>>> >>>>>> I am in the process of merging both of the accounts. It should be >>>>>> completed shortly. >>>>>> >>>>>> >>>>>> On Wed, Oct 30, 2024 at 4:21=E2=80=AFPM Timothy Thomas wrote: >>>>>> >>>>>>> + @Denny Roebel >>>>>>> Please use the first one from now on and we'll merge the accounts. >>>>>>> >>>>>>> On Wed, Oct 30, 2024 at 3:54=E2=80=AFPM Liz Hamilton >>>>>> liz.hamilton@thekey.com> wrote: >>>>>>> >>>>>>>> I only ever use there second one. >>>>>>>> >>>>>>>> Sent from my iPhone >>>>>>>> >>>>>>>> On Oct 30, 2024, at 11:43=E2=80=AFAM, Timothy Thomas wrote: >>>>>>>> >>>>>>>> =EF=BB=BF >>>>>>>> Hi Sharon and Liz, >>>>>>>> >>>>>>>> We're now seeing two different referral sources in Salesforce for >>>>>>>> VCH. Should there be two different ones or are we tagging them by = mistake? >>>>>>>> If it's simpler, Denny can merge the accounts on the backend. >>>>>>>> >>>>>>>> 1. Vancouver Coastal Health North Shore Home Support >>>>>>>> 2. VCH Home Support at Central Community Health Center >>>>>>>> >>>>>>>> Thanks >>>>>>>> -- >>>>>>>> >>>>>>>> *Tim Thomas* >>>>>>>> Head of Midwest & Canada Divisions | *TheKey* >>>>>>>> Mobile: 514.591.9387 >>>>>>>> [image: TheKey] >>>>>>>> >>>>>>>> --0000000000006062010626cc66f1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sharon -=C2=A0 I am not seeing HCA - pi= nk box as a Clearcare location.=C2=A0 If you hav

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