Intake to Assessment Chat Protocols

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
2025-02-27 10:01:34
Folder
INBOX
--0000000000009248c2062f21ce46 Content-Type: text/plain; charset="UTF-8" Dear Tim, Would it be possible to schedule a meeting with Chris, Cristal and Scott/Earl to discuss the Chicago intake process? As we previously discussed, it's important for me to manage the intake to assessment flow and streamline the process. Currently, the chat is disorganized, and items are being lost. To address this, I propose the following: * All RIM communication regarding intake to assessment for Chicago and Michigan should be posted in the Chicago Office Intake Group. * Unless I am unavailable, I will reply to RIMs and other individuals on the thread should refrain from adding commentary. * If I am on PTO, I will assign a deputy to manage the process. * If HCL or CSM needs to communicate, they should send me a direct chat or text. * Replies will be made within the original request for assessment to maintain clarity. All the Best, Diane -- Diane Mockenhaupt General Manager, Chicago Office and Michigan Office dmockenhaupt@thekey.com Mobile: (224) 808-0607 Office: (847) 853-7777 TheKey.com *We value your feedback. Please leave us a Google review* --0000000000009248c2062f21ce46 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Tim, Would it be p= ossible to schedule a meeting with Chris, Cristal and Scott/Earl to discuss= the Chicago intake process? As we previously dis= cussed, it&#39;s important for me to manage the intake to assessment flow a= nd streamline the process. Currently, the chat is disorganized, and items a= re being lost. To address this, I propose the following: * All RIM communication regarding intake to assessment for Chicago a= nd Michigan should be posted in the Chicago Office Intake Group. * Unless I am unavailable, I will reply to RIMs and other individuals on t= he thread should refrain from adding commentary. * If I am on PT= O, I will assign a deputy to manage the process. * If HCL or CSM = needs to communicate, they should send me a direct chat or text. = * Replies will be made within the original request for assessment to mainta= in clarity. All the Best, Diane -- = Diane Mockenhaupt General Manager, Chicago Office and Michigan Office =20 dmockenhaupt@thekey.com Mobile: (224) 808-0607 Office: (847) 853-7777 = TheKey.com We value your feedback. Please leave us a Google review --0000000000009248c2062f21ce46--

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