--000000000000af05e905dfee8ab9 Content-Type: text/plain; charset="UTF-8" Would you mind if I jumped into your portal and tested adding myself to both? On Thu, May 26, 2022 at 1:32 PM Timothy Thomas wrote: > Would you recommend simply creating new user accounts for all employees > across both URLs? > > On Thu, May 26, 2022 at 2:31 PM Michele Boehmer > wrote: > >> Let me or Sydney know how we can help in getting this set up or helping >> the team understand how to navigate. >> >> ---------- Forwarded message --------- >> From: Timothy Thomas >> Date: Thu, May 26, 2022 at 11:27 AM >> Subject: Re: Calgary Winnipeg Merge >> To: Michele Boehmer >> Cc: Sydney Cohen , Lisa Larson > llarson@homecareassistance.com>, Angie Markwell > angie.markwell@thekey.com>, Megan Harris , >> Nicole Avedis >> >> >> Yes Michele, that would be a great workaround. >> >> On Thu, May 26, 2022 at 2:14 PM Michele Boehmer >> wrote: >> >>> Hi Timothy >>> >>> Our best course of action here is to grant access to both the Winnipeg >>> and Calgary ClearCare URLs to both teams as a temporary work process until >>> such time as the Salesforce transition can be done efficiently? This would >>> put us in July to move the data. Any concerns? >>> >>> Michele >>> >>> On Thu, May 26, 2022 at 10:59 AM Timothy Thomas wrote: >>> >>>> Hi Sydney, >>>> >>>> That's correct, we're not yet integrated on those platforms. >>>> >>>> Can we consolidate without changes to salesforce configurations or do >>>> they go hand in hand? >>>> >>>> Thank you! >>>> Tim >>>> >>>> On Thu, May 26, 2022 at 1:55 PM Sydney Cohen wrote: >>>> >>>>> Hi Lisa and Tim, >>>>> >>>>> There are a lot of behind the scenes going on to prep for ClearCare >>>>> Consolidations. >>>>> >>>>> Am I correct in understanding Canadian sites are not currently using >>>>> Netsuite, VersaPay or Paychex? >>>>> This may make the process simpler if that is the case. >>>>> >>>>> Since you are live on Salesforce, we will need to meet with the SF >>>>> team to see if this setup can be accommodated before their update launch at >>>>> the end of June. They have been holding strong in their request for no >>>>> consolidations before the beginning of July. >>>>> >>>>> Best, >>>>> Sydney >>>>> >>>>> >>>>> >>>>> >>>>> On Thu, May 26, 2022 at 12:44 PM Lisa Larson >>>> llarson@homecareassistance.com> wrote: >>>>> >>>>>> I'm engaging Sydney to support. >>>>>> >>>>>> On Thu, May 26, 2022 at 10:43 AM Timothy Thomas >>>>>> wrote: >>>>>> >>>>>>> Hi all, >>>>>>> >>>>>>> I would like to merge the operations of Winnipeg and Calgary so that >>>>>>> they can support each other with ops and on call until we're able to roll >>>>>>> out the SOM in Canada. >>>>>>> >>>>>>> They're roughly the same size with approx 45 clients / 75 cg each. >>>>>>> This would entail merging clearcare accounts, phone systems and possibly >>>>>>> salesforce. Thankfully they're both on 8X8 and we would use the Calgary >>>>>>> answering service already in place for after hours. This could be a go