Re: Tier 4 Clients Intake & Local Teams

From
Rachel Sims <rachel.sims@thekey.com>
To
"Mary O'Hagan" <mary.ohagan@thekey.com>
CC
Amanda Ominsky <amanda.ominsky@thekey.com>, 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
--000000000000e75bc0064a7b85c8 Content-Type: multipart/alternative; boundary="000000000000e75bbf064a7b85c7" --000000000000e75bbf064a7b85c7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received thank you On Tue, Feb 10, 2026 at 11:23=E2=80=AFAM Mary O'Hagan wrote: > 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 @Aud= ra >> Williams from Operations, has worked to streamline >> the Tier 4 qualifying process. Please review the talking points below al= ong >> 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 classifie= d >> 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 an= d >> must be approved by the local office prior to scheduling a phone assessm= ent. >> >> For the LHA team, intake scripting will focus on encouraging clients to >> exceed the 30-hour threshold whenever possible, with the goal of convert= ing >> 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 schedul= e 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 Ti

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