--000000000000dfc13705e82b4571 Content-Type: text/plain; charset="UTF-8" Morning! We do an intake which I guess is like a mini assessment. Since we are regulated, the actual assessment is done by our RN Client Success manager prior to or at the start of care. Our team is still working out the kinks and we have a meeting today to map it out so I can share that with you after. I can also send you the intake we use. On Thu, Sep 8, 2022 at 10:10 AM Timothy Thomas wrote: > Hi Kim, > > Are your care solutions managers performing the assessment? If so, is it > an abbreviated assessment before a client success manager goes out in > person? > > Could you elaborate on your workflow for the transition from Care > solutions to client success? > > Many thanks, > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.com > [image: TheKey] > --000000000000dfc13705e82b4571 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Morning! We do an intake which I guess is like a mini assessm= ent.=C2=A0 Since we are regulated, the actual assessment is done by our RN = Client Success manager prior to or at the start of care.=C2=A0 Our team is = still working out the kinks and we have a meeting today to map it out=C2=A0= so I can share that with you after.=C2=A0 I can also send you the intake we= use. On Thu, Sep 8= , 2022 at 10:10 AM Timothy Thomas < tt@t= hekey.com > wrote: Hi Kim, Are your care soluti= ons managers performing the assessment? If so, is it an abbreviated assessm= ent before a client success manager goes out in person?=C2=A0 Could you elaborate on your workflow for the transition from Ca= re solutions to client success? Many thanks, -- Tim Thomas Head of Canada Division Please note = my email has changed: tt@TheKey.com = (514) 591-9387 TheKey.com <img src=3D"https://signature.thekey.= com/img/tk_logo_byhca_s