--000000000000bd57ae0625dc223a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got it! On Fri, Nov 1, 2024 at 11:58=E2=80=AFAM Timothy Thomas wrot= e: > Good morning, > > There is some added scrutiny on our client intention data in Salesforce. > More specifically, clients who are intended long term but become short > term. I'd like to make sure we're all aligned on a strategy here. > > If someone presents as needing LT and the family says my mom is resistant > but we are going to try, we should be identifying them as ST. The same go= es > for hospice and post hospitalization. In effect, if you have any concerns > that the case is challenging or at risk, please select ST. Should they > become LT then that makes us look great! > > Let me know if you have any questions. > Thanks > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --000000000000bd57ae0625dc223a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got it! On Fri, Nov 1, 2024 = at 11:58=E2=80=AFAM Timothy Thomas < tt@= thekey.com > wrote: Goo= d morning, Ther= e is some added scrutiny on our client intention data in Salesforce. More s= pecifically, clients who are intended long term but become short term. I= 9;d like to make sure we're all aligned on a strategy here.=C2=A0 If someone presents = as needing LT and the family says my mom is resistant but we are going to t= ry, we should be identifying them as ST. The same goes for hospice and post= hospitalization. In effect, if you=C2=A0have any concerns that the case is= challenging or at risk, please select ST. Should they become LT then that = makes us look great! Let me know if you have any questions. Thanks = Tim Thomas Head of Midwest & Canada Div= isions |=C2=A0 TheKey Mobile: 514.591.9387 --000000000000bd57ae0625dc223a--