--000000000000401d6c061c06f83c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Audra Jennifer Piper Midwest Regional Director of Operations *Please note my email address has changed:* jennifer.piper@thekey.com Mobile: (414) 309-4604 TheKey.com On Fri, Jun 28, 2024 at 2:49=E2=80=AFPM Audra Williams = wrote: > Hi All! > > It was brought to my attention that some clients on the spreadsheet have > no account in Wellsky, but have an account in Salesforce. If you find th= is > please notate "no account in Wellsky" in Column Y. > > Thank you! > > On Fri, Jun 28, 2024 at 9:48=E2=80=AFAM Kimberly Guerci > wrote: > >> Also the RI clients except for 2 were deactivated-on hold prior to our >> acquisition of the franchise and since this is a regulated state, we sho= uld >> likely leave the documentation as is. >> >> On Fri, Jun 28, 2024 at 12:45=E2=80=AFPM Audra Williams >> wrote: >> >>> Amy Freeman made the Minnesota and Rhode Island Wellsky URL's accounts >>> "INACTIVE" so I am almost certain we will not be able to edit any of th= ese >>> clients. I was also under the impression that we had deactivated all >>> clients when we closed the offices. >>> >>> Best, >>> >>> On Fri, Jun 28, 2024 at 9:04=E2=80=AFAM Chad Everitt >>> wrote: >>> >>>> We will need to deactivate clients for the closed locations listed. >>>> >>>> >>>> *Chad Everitt* >>>> President- East Division & Canada >>>> Mobile: 202.262.8318 >>>> [image: TheKey] >>>> >>>> >>>> On Fri, Jun 28, 2024 at 12:02=E2=80=AFPM Jennifer Piper >>> jennifer.piper@thekey.com> wrote: >>>> >>>>> Thank you! Can we also remove Minnesota from the list since the >>>>> office is closed? >>>>> >>>>> Best >>>>> Jennifer >>>>> Jennifer Piper >>>>> Midwest Regional Director of Operations >>>>> *Please note my email address has changed:* >>>>> jennifer.piper@thekey.com >>>>> Mobile: (414) 309-4604 >>>>> TheKey.com >>>>> >>>>> >>>>> >>>>> On Fri, Jun 28, 2024 at 10:59=E2=80=AFAM Kimberly Guerci >>>>> wrote: >>>>> >>>>>> Thanks...can we have Rhode Island removed from the list since the >>>>>> office is closed? >>>>>> >>>>>> On Fri, Jun 28, 2024 at 11:44=E2=80=AFAM Chad Everitt >>>>> chad.everitt@thekey.com> wrote: >>>>>> >>>>>>> Good Morning, >>>>>>> >>>>>>> In an effort to track our efforts and outcomes, please have your >>>>>>> offices use the attached workbook, which has been sorted alphabetic= ally by >>>>>>> Region by Site name. We want to capture the date the client was con= tacted, >>>>>>> by whom and the outcome (resumed or deactivated) in columns W, X an= d Y. The >>>>>>> office with the highest number of on-hold clients resuming care wil= l >>>>>>> receive $500 towards a summer celebration. >>>>>>> >>>>>>> Thank you all in advance. >>>>>>> Chad >>>>>>> >>>>>>> >>>>>>> *Chad Everitt* >>>>>>> President- East Division & Canada >>>>>>> Mobile: 202.262.8318 >>>>>>> [image: TheKey] >>>>>>> >>>>>>> >>>>>>> On Thu, Jun 27, 2024 at 5:54=E2=80=AFPM Chad Everitt >>>>>> chad.everit