Re: Tier 4 Clients Intake & Local Teams

From
Mary O'Hagan <mary.ohagan@thekey.com>
To
Amanda Ominsky <amanda.ominsky@thekey.com>
CC
Regionalintaketeam@thekey.com, Regional Directors <regionaldirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Bryan Carter <bryan.carter@thekey.com>, Matthew Albano <matthew.albano@thekey.com>, Cristal Munoz <cmunoz@thekey.com>, Audra Williams <audraw@thekey.com>, "Bridgett Scherer (Bee)" <bcarney@thekey.com>
Date
ue, 10 Feb 2026 11
Folder
INBOX
--000000000000473910064a7b8355 Content-Type: multipart/alternative; boundary="000000000000473910064a7b8354" --000000000000473910064a7b8354 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received. This is very helpful. Thank you. Mary On Tue, Feb 10, 2026 at 10:55=E2=80=AFAM Amanda Ominsky wrote: > Hey Everyone - > @Bryan Carter from Inside Sales, in > collaboration with @Bridgett Scherer (Bee) and @Audr= a > Williams from Operations, has worked to streamline > the Tier 4 qualifying process. Please review the talking points below alo= ng > with the local team=E2=80=99s SOP. > > To improve communication consistency, clients requesting fewer than 30 > hours of weekly care and fewer than 31 days of service will be classified > as Tier 4. The field will only accept Tier 4 clients for SAP Referral > Accounts. A $25 per hour premium fee will apply to all Tier 4 clients and > must be approved by the local office prior to scheduling a phone assessme= nt. > > For the LHA team, intake scripting will focus on encouraging clients to > exceed the 30-hour threshold whenever possible, with the goal of converti= ng > to Tier 3 clients. The LHA team will use the following language during > intake calls: > *=E2=80=9CPlease be aware that there is an hourly upcharge for a schedule= that is > less than 31 days of care.=E2=80=9D * > The LHA team will only disclose the $25 per hour premium if the client > specifically asks about pricing. Otherwise, the local office will manage > that discussion if the client proceeds to an assessment. All Tier 4 clien= ts > will be scheduled for a phone assessment only. > > Please Review: > Local Operations: SOP for Tier 4 Clients > > LHA Team: Qualifying and Scripting for Tier 4

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