--0000000000007e822106276e8043 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Think we have the winner! Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Thu, Nov 21, 2024 at 7:16=E2=80=AFAM Joey Taylor wrote: > Lol I created a better version of this 4 years ago: > > Caller Name: > Caller Phone: > Caller Email: > Client Name: > Client Age: > Area/address: > *Condition:* > Mobility: > Cognitive: > Potential Sched: > Potential start of care: > Language: > How did you hear about us: > Quoted Price: > CLSC/Private Help: > *Lifeguard: * > > On Thu, Nov 21, 2024 at 10:07=E2=80=AFAM Timothy Thomas w= rote: > >> Hi all, >> >> The Midwest team created a format for their chatter notes that has prove= d >> to be a big win for everyone, see below. >> >> Name: >> Point of Contact: >> POC Phone #: >> Referral Source: >> Location: >> What lead them to google us: >> Hours: >> Duration: >> Information for HCL : >> >> Let me know your thoughts / or if you recommend some tweaks. >> Thanks, >> > >> -- >> >> *Tim Thomas* >> Head of Midwest & Canada Divisions | *TheKey* >> Mobile: 514.591.9387 >> [image: TheKey] >> > > > -- > > Joey Taylor > > *Directeur G=C3=A9n=C3=A9ral/**General Manager* > > 514-907-5065 > > TheKey.ca > > [image: TheKey] > --0000000000007e822106276e8043 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Think we have the winner! Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca =C2= =A0=C2=A0 On