Re: Update: Consult to Assessment

From
Deb Frye <dfrye@thekey.com>
To
Tiffany Silton <tsilton@thekey.com>
CC
Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Cristal Munoz <cmunoz@thekey.com>, Julia Jenkins <jujenkins@thekey.com>, Ashley Mirone <amirone@thekey.com>, Jackie Summers <jsummers@thekey.com>
Date
Thu, 28 Aug 2025 19:55:02 -0400
Folder
INBOX
--000000000000ea7ebc063d75a2aa Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the update! *Dr. Deb Frye, RN MBA NE-BC CASC PhD* *General Manager, Maryland* *Frederick * *Odenton * 108 Byte Dr. 2288 Blue Water Blvd Suite 103 Suite 340 Frederick, Odenton, MD 21702 MD 21113 *Please note my email has changed:* dfrye@TheKey.com (301) 228-2200 Office (301) 395-4646 Cell *(410) 989-2241 After hours* *e fax 301-654-1387* TheKey.com [image: TheKey] On Thu, Aug 28, 2025 at 2:35=E2=80=AFPM Tiffany Silton = wrote: > Dear Team, > > As you know, we recently rolled out the process to begin entering > *consults* into Salesforce. After reviewing the rollout and identifying > areas where we can strengthen reporting and workflow, we=E2=80=99ve decid= ed to > temporarily pull back this change. > > For now, the LHA's (RIM's) will move back to our original process and onl= y > send *assessments *through to the field. Although consults will not need > to be entered, if an LHA (RIM) feels a consult is necessary to move forwa= rd > with progress on an opportunity, they will work with the local team for > scheduling. > > Our team is updating the process to ensure consults are captured in a way > that better supports our operational and reporting needs. We plan to > relaunch this updated workflow in *early to mid-September*, with clear > instructions and supporting materials shared in advance. > > Thank you for your flexibility as we refine this process. These > improvements will set us up for stronger consistency and smoother > operations going forward. > Tiffany Silton > Director, Division Operations > > tsilton@thekey.com > (760) 889-2188 > TheKey.com > [image: TheKey] > --000000000000ea7ebc063d75a2aa Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the update! = Dr. D= eb Frye, RN MBA NE-BC CASC PhD General Manager, Maryland Frederick =C2=A0 =C2=A0 =C2=A0 = =C2=A0 =C2=A0 =C2=A0 Odenton =C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0= =C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2= =A0 108 Byte Dr. =C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0 <fo= nt style=3D"font-family:Arial,Helvetica,sans-serif;font-size:12px;line-heig= ht:12px;color:#4d4d4

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