--0000000000003db59c064b96e714 Content-Type: text/plain; charset="UTF-8" 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 client 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 insurance 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 to 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/001UH00000myqBNYAY/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* --0000000000003db59c064b96e714 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I wanted to touch base in regards to a= n assessment for Lisa Tawil, set for this Thursday, February 26th at 3:00 P= M. The office requested for our LHA to close this lead and mark as &= quot;Closed Lost - Unable to Contact," because they had difficulty rea= ching the client via phone and text. TheKey's standard is to perform th= e assessment as scheduled. Key considerations for keeping this asses= sment: High-Value Case: The client requires 41+ hours of weekly care= following a major injury (broken femur/shattered knee). Insurance R= equirement: This is a CareScout/Genworth referral; the client is switching = providers specifically to meet their long-term care insurance requirements,= making them a high-intent lead. Given this case's potential, we= should not skip the assessment simply because phone contact hasn't bee= n established post-scheduling. We want to ensure we do everything possible = to capture this opportunity and provide the necessary care. Please l= et us know how you would like the team to proceed. Best regards, Matt https://ho= mecareassistance.lightning.force.com/lightning/r/Account/001UH00000myqBNYAY= /view https://homecareassistance.l= ightning.force.com/lightning/r/Assessment__c/a0NUH000009mlgz2AA/view Matthew Albano Director of Inside Sales =20 matthew.albano@thekey.com Mobile: (781) 710-0688 Office: (603) 884-9574 = https://thekey.= com