--000000000000b88681064368157f Content-Type: multipart/alternative; boundary="000000000000b88681064368157e" --000000000000b88681064368157e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank yall! On Wed, Nov 12, 2025 at 10:58=E2=80=AFAM Timothy Thomas wro= te: > Hi Cristal, > > Thanks for flagging this. I=E2=80=99ll work with Joey to correct it. > > Tim > > On Wed, Nov 12, 2025 at 7:40=E2=80=AFAM Cristal Munoz = wrote: > >> HI Team, >> I wanted to touch base on the below. Desiree is letting me know that she >> is still being asked to send consent forms on (non-urgent) starts. >> >> Can we ensure the CSMs are sending consents at the assessment? I am ok >> with Desiree sending for urgent starts, again as long as client's don't >> need to sign prior to the assessment. >> >> Best, >> Cristal >> >> On Wed, Aug 27, 2025 at 10:53=E2=80=AFAM Timothy Thomas = wrote: >> >>> Hi Cristal. >>> >>> Understood we=E2=80=99ll align the process. Montreal is a bit unique gi= ven sheer >>> the volume of consumer leads. With a csm on leave and another on PTO jo= eys >>> managing resources. >>> >>> We=E2=80=99ll button it up. >>> >>> Thanks >>> Tim >>> >>> On Wed, Aug 27, 2025 at 9:28=E2=80=AFAM Cristal Munoz wrote: >>> >>>> HI Joey, >>>> Thanks so much for the thoughtful response. That helps add additional >>>> detail. >>>> >>>> 1) I am totally aligned with phone assessments and in-person >>>> assessments for tier 1 and tier 2 clients and will let Anne know about= this >>>> process as well. >>>> 2) Consultations: I understand that you only have 1 CSM and it's not >>>> the most practical for her to take on a ton of in-person assessments a= nd >>>> consults, given your large service area. However, I would hate to lose= out >>>> on these. Can we schedule phone consults? >>>> 3) Panda Docs: I can appreciate the thoughtful approach around why you >>>> want to send docs ahead of the assessment. Can we meet in the middle a= nd >>>> have Desiree send the doc for the family to review as long as we don't >>>> require the family to sign the consent prior to the assessment? Also, = can >>>> we ask Desiree to cc the CSM so that the CSM can field client question= s and >>>> handle any issues with info on the consent? The RIM team is held to >>>> answering a high volume of calls and working at a fast pace. In two we= eks >>>> Canada will be in Zoom where it will be even more crucial for Desiree = to be >>>> available for incoming calls and she can't be getting stuck sending >>>> consents and going back and forth with the caller to get the requested >>>> documentation on top of handling all web leads for Canada. The CSMs in= the >>>> US handle all consents at the assessment, so I would like for them to = own >>>> it here as well. >>>> >>>> @Melissa Reyes @Ashley Mirone >>>> I think the final decision will be your call. >>>> >>>> Best, >>>> Cristal >>>> >>>> On Wed, Aug 27, 2025 at 9:39=E2=80=AFAM Joey Taylor >>>> wrote: >>>> >>>>> Hi Cristal,