--000000000000c963980602e36280 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, Calgary and Winnipeg will run into some issues as well. I am off on Friday and Brian is off Wednesday to Friday this week. I didn't know until Friday last week that Dennis and Brian had time off this week, my day has been planned for over a month now and I cannot change. I know Chuck is the primary but just making you aware there won't be a back-up. *Thank you,* *Shawntel Sousa, LPN* Client Success Manager Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office: 778-279-3634 *TheKey.ca * [image: TheKey] On Mon, Aug 14, 2023 at 8:39=E2=80=AFAM Sharon Speirs = wrote: > Hi Joey-We will do our best but we are down two schedulers today and I am > not available Wednesday afternoon . I did not know Dennis was away this > week so could not make alternative plans , so we will call back any > voicemails ,if indeed that happens. > It will be fine but want you aware. > Sharon > > > On Mon, Aug 14, 2023 at 6:31 AM Joey Taylor > wrote: > >> Good Morning, >> >> Dennis will be on vacation this week. I will also be off from >> Wednesday to Friday as well as won't be available for intakes today. We >> will need to be a lot more diligent with leads/calls than the last time = he >> went on vacation.* NO calls are expected to go to voicemail*. After >> speaking with Tim, the following people are the *only *ones included in >> the ring group and are responsible for *all* inquiries to be done in the >> format below. >> >> *Calgary: * >> Primary: Chuck >> Backup: Shawntel >> >> *Winnipeg: * >> Primary: Brian >> Backup: Chuck >> >> *Vancouver:* >> Primary: Sharon >> Backup: Cathy >> >> Here is the format that all calls should be entered in: >> *Caller Name:* >> *Caller Phone Number:* >> *Caller Email Address:* >> *Client Name:* >> *Client Age:* >> *Client Address:* >> *Condition (primary diagnosis):* >> *Mobility Status (Wheelchair, Walker, etc) :* >> *Cognitive (Signs of Dementia and Alzheimer's):* >> *Potential Schedule:* >> *Potential Start Of Care:* >> *Quoted Price:* >> *Hear about us*: >> *Lead or Opportunity:* >> Lead =3D Anyone looking for a homecare company >> Opportunity =3D >> >> 1. Looking for homecare >> 2. Financially Qualified (Can afford us) >> 3. In our Geography (we service location) >> >> >> Please *slack me privately* with this filled-out format after every call >> you do and I will enter it at night into SalesForce and set an >> appropriate follow-up date if it is an opportunity. This needs to be don= e >> correctly for the marketing team. >> >> If we have a client who wants to start care and you can do an in-person >> assessment, please bring a hard copy of the consent and payment >> authorization method. If you need to send the documents virtually, pleas= e >> contact Taylor or Desiree as they have access to the Western Canadas >> PandaDoc file. >> >> Thank you, >> >> Joey Taylor >> >> *Regional Care Solutions Manager*