Hi Tim,
Yes it seems to be working differently in the CAN ClearCare. I have a
meeting scheduled on Tuesday at 3EST to have them walk me through the
solution. I will follow up then.
On Fri, May 27, 2022 at 2:58 PM Timothy Thomas <tt@thekey.com> wrote:
> Hi Sydney.
>
> Have you had a chance to test it out yet?
>
> Thanks
>
> On Thu, May 26, 2022 at 2:49 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> Sure, go ahead.
>>
>> On Thu, May 26, 2022 at 2:41 PM Sydney Cohen <scohen@thekey.com> wrote:
>>
>>> 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 <tt@thekey.com> 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 <mboehmer@thekey.com>
>>>> 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 <tt@thekey.com>
>>>>> Date: Thu, May 26, 2022 at 11:27 AM
>>>>> Subject: Re: Calgary Winnipeg Merge
>>>>> To: Michele Boehmer <mboehmer@thekey.com>
>>>>> Cc: Sydney Cohen <scohen@thekey.com>, Lisa Larson <
>>>>> llarson@homecareassistance.com>, Angie Markwell <
>>>>> angie.markwell@thekey.com>, Megan Harris <megan.harris@thekey.com>,
>>>>> Nicole Avedis <navedis@homecareassistance.com>
>>>>>
>>>>>
>>>>> Yes Michele, that would be a great workaround.
>>>>>
>>>>> On Thu, May 26, 2022 at 2:14 PM Michele Boehmer <mboehmer@thekey.com>
>>>>> 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 <tt@thekey.com>
>>>>>> 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 <scohen@thekey.com>
>>>>>>> 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 <tt@thekey.com>
>>>>>>>>> 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
>>>>>>>>>> good exercise for uncovering any logistical issues with the SOM here in
>>>>>>>>>> Canada.
>>>>>>>>>>
>>>>>>>>>> Please let me know how to go about this. Time is of the essence
>>>>>>>>>> as the Winnipeg team (only 3) are burnt with on-call demands and I'd like
>>>>>>>>>> to spread out the load.
>>>>>>>>>>
>>>>>>>>>> Thanks!
>>>>>>>>>> Tim
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>> Tim Thomas
>>>>>>>>>> Head of Canada Division
>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>>>>> (514) 591-9387
>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Tim Thomas
>>>>>>> Head of Canada Division
>>>>>>> *Please note my email has changed:*
>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>> (514) 591-9387
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>
>>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>> (514) 591-9387
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>> (514) 591-9387
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <Tim.Thomas@TheKey.com>
> (514) 591-9387
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
>