--000000000000488c8705ec1b225b Content-Type: text/plain; charset="UTF-8" I'd agree with Matt that we can have the HCLs do assessments where you don't have ops capacity to do in person - starting with clearly in Ontario and Winnipeg. It's also what we do in other parts of the US with wider geographic coverage as well as in the Bay Area. The Care Solutions still get bonuses as of 11/1 if the client starts w/o them playing any part in the assessment, so I don't think they should have a reason to push back. Thoughts? On Fri, Oct 28, 2022 at 8:00 AM Matt Vijayan wrote: > Thank you,Tim. > > *For referral based opportunities in Ontario*, my recommendation is to > have an assessment conducted prior to the client consent agreement signing > stage; for simplicity, respective HCLs can be involved in this process > until the consent is obtained. This is based on the high competitive > pressure and home care agencies saturation in GTHA and Waterloo markets. > > Best regards, > > Matt > > Matt Vijayan, B.Sc., MBA, CCPE > Director of Sales, Canada > *Please note my email has changed:* > mvijayan@TheKey.com > > TheKey.com > [image: TheKey] > > > On Fri, Oct 28, 2022 at 10:46 AM Timothy Thomas wrote: > >> The care solutions manager is off today so I will need to speak to her on >> Monday. Unfortunately the intake calls were not recorded. I've pulled some >> notes on those accounts below since the inception of TheKey standard >> implementation. >> >> I'm not opposed to defining a unique process for certain referral sites >> whereby we send out a care solutions / client success manager by default >> for an imperson assessment. Keep in mind this new SOC process was created >> for scale. If a client is resistant to signing and requests a visit we are >> sending out a team member. >> >> >> >> 1. The Kensington (As of September 2022) - 3 SOCs and 2 losses >> 2. The Kensington (As of October 2022) - 1 opportunity Mason Wesley >> (Call on October 24th, no answer. Follow up phone call on October 25th, >> Kelsey answered the call. She said that everything with her and her husband >> has been going very well. At this time she said they are managing well so >> don't need additional support. If anything changes she will give us a call, >> whether it is for ongoing support or if she will be out of the home for a >> long period of time and wants peace of mind that someone is with Wesley) >> >> ------------------------- >> >> 1. Pearl and Pine (As of September 2022) - 2 SOCs >> 2. Pearl and Pine (As of October 2022) - 1 opportunity Mr. Keith >> (Chatter not updated, I need to find out more from Taylor on Monday) >> >> --------------------------- >> >> 1. The Williamsburg (As of September 2022) - 1 SOC >> 2. The Williamsburg (As of October 2022) - 1 SOC and 1 Opportunity - >> Mrs. Mathers (Spoke with Marion today, she remains interested in our >> services while she recovers from her hip surgery and we discussed different >> options of schedules. She remains on the waitlist for he