GM Referral Accounts Spreadsheet

From
Alysce Craig <alysce.craig@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 6 Mar 2025 09:20:21 -0500
Folder
INBOX
--0000000000006d4564062fad3526 Content-Type: text/plain; charset="UTF-8" Hi Tim, I'm sorry this is just getting to you, it was in my drafts box. I hope you had a smooth flight back home! After reviewing the spreadsheet that was sent out, there are a few issues with the referral accounts that were designated for GM. Wexner Heritage Village is a RevOps account, our HCL does not use that account; instead documents all Wexner HeritageVillage leads under the Creekside account that she is the owner of. These are the same account with the same contacts. After researching and getting a call back, Ripple Life Planning is no longer in business, so this is not an account that can be used. Attorney Joe Ryan died, his practice was not passed on to another attorney that I have been able to find through research. Westminster Thurber has a location in Columbus OH but the clients on this particular account are not located in the Columbus area, we have not done any business with them. This is a facility that does accept Medicaid/Medicare and most of their population would not be financially qualified. OhioHealth Home Health is a RevOps account but it is a broad healthcare system, our HCL breaks referrals down by locations within Ohiohealth and documents that way. This is an account that she actively works with. IKOR/Melanie Hanson is a RevOps account but all the contacts listed under this account belong to our HCL. OSU Hospital is another health system that our HCL is actively working with, she uses the Ohio State Hospital Wexner account. It seems like we have accounts here in Columbus with multiple Saleforce profiles. I think that instead of using the RevOps accounts Jen may have created her own with a different name when she has gotten a referral. Please let me know how you would like me to proceed. Thanks, *Alysce Craig | Columbus General Manager* Email: alysce.craig@thekey.com M: (380) 245-8075 O: (614) 481-8888 TheKey.com TheKey.com [image: TheKey] --0000000000006d4564062fad3526 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I&#= 39;m sorry this is just getting to you, it was in my drafts box. I hope you= had a smooth flight back home! After reviewing th= e spreadsheet that was sent out, there are a few issues with the referral a= ccounts that were designated for GM.=C2=A0 Wexner = Heritage Village is a RevOps account, our HCL does not use that account; in= stead documents all Wexner HeritageVillage leads under the Creekside accoun= t that she is the owner of. These are the same account with the same contac= ts.=C2=A0 After researching and getting a call bac= k, Ripple Life Planning is no longer=C2=A0in business, so this is not an ac= count that can be used.=C2=A0 Attorney Joe Ryan di= ed, his practice was not passed on to another attorney that I have been abl= e to find through research. Westminster Thurber ha= s a location in Columbus OH but the clients on this particular account are = not located in the Columbu

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