Re: Oakville (GTA) & Waterloo

From
Amanda Patel <apatel@thekey.com>
To
James Patchett <jpatchett@thekey.com>
CC
Angie Kunnath <akunnath@homecareassistance.com>, Matt Vijayan <mvijayan@homecareassistance.com>, Nicole Avedis <navedis@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
2022-03-28 13:03:23
Folder
INBOX
--000000000000ee0fe305db4a4a16 Content-Type: text/plain; charset="UTF-8" Hello James, I will add all locations this week and start the import. All current clients and caregivers I can create the Toronto location and assign them on my end. Please confirm Waterloo and Oaksville client/cg list are up to date and I can start the import process. Thank You On Mon, Mar 28, 2022 at 12:44 PM James Patchett wrote: > Amanda, > > I spoke with Matt & Angie (CC'd) this morning as well as Cheryl in our > Toronto office. Despite the fact that they are all on separate payroll and > billing cycles we can move forward with the move. > > We will need to move the caregivers and clients out of the Oakville (GTA) > and Waterloo > URL's into the Toronto > URL adding two new locations: > > 1. Oakville (GTA) > 2. Waterloo > > We will likely need to create a third location for Toronto within that URL > so those clients and caregivers can be properly assigned. If you would > please let me know when the locations are added and I will work with > Timothy to inform Cheryl to label her clients and caregivers with the > Toronto location. > > The current set of administrators in both the Oakville and Waterloo URL's > will need to have their respective access granted in the Toronto URL based > on locations. (The new teams do not need to have access to Toronto's data > and vice versa). > > Please let us know when you need from the team here or on the ground to > proceed. > > Thank you, > > -- > James Patchett > Director Business Support Group > * Please note my email has changed: * > jpatchett@thekey.com > TheKey.com > [image: TheKey] > -- Amanda Patel --000000000000ee0fe305db4a4a16 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello James, I will add all locations this week and start the import. All current= clients and caregivers I can create the Toronto location and assign them o= n my end. Please confirm Waterloo and Oaksville client/cg list are up to da= te and I can start the import process. Thank You On Mon, Mar 28, 2022 at 12:44 PM James Patche= tt &lt; jpatchett@thekey.com &gt;= wrote: Amanda, I spoke with Matt &amp; Angie (CC&#39;d) this morning as w= ell as Cheryl in our Toronto office.=C2=A0 Despite the fact that they are a= ll on separate payroll and billing cycles we can move forward with the move= .=C2=A0=C2=A0 We will need to move the caregivers = and clients=C2=A0out of the Oakville (GTA) and Waterloo URL&#39;s into the Toronto URL adding two new locations: 1. Oakville (GTA= ) 2. Waterloo We will likely need to cre= ate a third location for Toronto within that URL so those clients and careg= ivers can be properly assigned.=C2=A0 If you would please let me know when = the locations are added and I will work with Timothy to inform Cheryl to la= bel=C2=A0her clients and caregivers with=C2=A0the Toronto location.=C2=A0 The current set of administrators in both the Oakvi= lle and Waterloo URL&#39;s will need to have their respectiv

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