--000000000000e0d76a064b97a479 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Tim, Yes, that is the direction we got from Chris when this came up a few weeks ago with a different example. Thank you. -- Bryan Carter VP of Inside Sales bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com On Tue, Feb 24, 2026 at 2:20=E2=80=AFPM Timothy Thomas wrot= e: > Hi Matt. > > Just to clarify. The expectation is to show up regardless of whether the > client reconfirms or not? > > Thanks > Tim > > On Tue, Feb 24, 2026 at 2:29=E2=80=AFPM Matthew Albano > wrote: > >> Hi Tim, >> >> I wanted to touch base in regards to an assessment for Lisa Tawil, set >> for this Thursday, February 26th at 3:00 PM. >> >> The office requested for our LHA to close this lead and mark as "Closed >> Lost - Unable to Contact," because they had difficulty reaching the clie= nt >> via phone and text. TheKey's standard is to perform the assessment as >> scheduled. >> >> Key considerations for keeping this assessment: >> >> High-Value Case: The client requires 41+ hours of weekly care following = a >> major injury (broken femur/shattered knee). >> >> Insurance Requirement: This is a CareScout/Genworth referral; the client >> is switching providers specifically to meet their long-term care insuran= ce >> requirements, making them a high-intent lead. >> >> Given this case's potential, we should not skip the assessment simply >> because phone contact hasn't been established post-scheduling. We want t= o >> ensure we do everything possible to capture this opportunity and provide >> the necessary care. >> >> Please let us know how you would like the team to proceed. >> >> Best regards, >> Matt >> >> >> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH= 00000myqBNYAY/view >> >> https://homecareassistance.lightning.force.com/lightning/r/Assessment__c= /a0NUH000009mlgz2AA/view >> >> >> Matthew Albano >> Director of Inside Sales >> matthew.albano@thekey.com >> Mobile: (781) 710-0688 >> Office: (603) 884-9574 >> https://thekey.com >> *We value your feedback. Please leave us a Google review* >> >> >> > --000000000000e0d76a064b97a479 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Tim, Yes, that is the direction we got from Chris when this came up a few wee= ks ago with a different example.=C2=A0 Thank you.=C2=A0 -- Bryan Carter VP of Inside Sales =20 bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com On Tue, Feb 24, 2026 at 2:20=E2=80=AFPM Timothy Thomas < tt@thekey.com > wrote: <blockq= uote class=3D"gmail_quote" st