Re: VCH Referral option in Sales Force

Hi Denny
Its there I just checked - if you type HCA it will come up

Sharon, Speirs

General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com

TheKey.ca   <https://thekey.ca/>

[image: TheKey]







On Wed, Nov 13, 2024 at 6:46 AM Denny Roebel <denny.roebel@thekey.com>
wrote:

> 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 PM Sharon Speirs <sspeirs@thekey.com> 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   <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>>
>>
>>
>>
>>
>> On Thu, Oct 31, 2024 at 10:29 AM Denny Roebel <denny.roebel@thekey.com>
>> wrote:
>>
>>> What is the correct wellsky office? I can update it
>>>
>>>
>>>
>>> On Thu, Oct 31, 2024 at 1:28 PM Sharon Speirs <sspeirs@thekey.com>
>>> 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   <https://thekey.ca/>
>>>>
>>>> [image: TheKey]
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> On Thu, Oct 31, 2024 at 6:19 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> + @Sharon Speirs <sspeirs@thekey.com> @Cheryl Cartwright
>>>>> <ccartwright@thekey.com>
>>>>>
>>>>> On Thu, Oct 31, 2024 at 9:14 AM Denny Roebel <denny.roebel@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> The following is the only account for VCH in Salesforce now.
>>>>>>
>>>>>>
>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000i2n2VAAQ/view
>>>>>>
>>>>>> On Wed, Oct 30, 2024 at 4:25 PM Denny Roebel <denny.roebel@thekey.com>
>>>>>> 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 PM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> + @Denny Roebel <denny.roebel@thekey.com>
>>>>>>>> Please use the first one from now on and we'll merge the accounts.
>>>>>>>>
>>>>>>>> On Wed, Oct 30, 2024 at 3:54 PM 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 AM, Timothy Thomas <tt@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>> 
>>>>>>>>> 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] <https://www.thekey.com/>
>>>>>>>>>
>>>>>>>>>