--0000000000008e07d5064b97cc38 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, we will continue attempting to confirm assessment. We have tried several times to confirm, but I will make sure we complete. Intake has tried to reach out a few times as well. I'll reach out to Ashley now. AH On Tue, Feb 24, 2026 at 2:30=E2=80=AFPM Timothy Thomas wrot= e: > Can you see that this is done and followed. > > ---------- Forwarded message --------- > From: Bryan Carter > Date: Tue, Feb 24, 2026 at 3:22=E2=80=AFPM > Subject: Re: Missed Assessment- Milwaukee > To: Timothy Thomas > CC: Matthew Albano > > > Hey Tim, > > Yes, that is the direction we got from Chris when this came up a few week= s > ago with a different example. > > Thank you. > > -- > Bryan Carter > VP of Inside Sales > bryan.carter@thekey.com > Mobile: (901) 489-3960 > https://thekey.com > > > > On Tue, Feb 24, 2026 at 2:20=E2=80=AFPM Timothy Thomas wr= ote: > >> Hi Matt. >> >> Just to clarify. The expectation is to show up regardless of whether the >> client reconfirms or not? >> >> Thanks >> Tim >> >> On Tue, Feb 24, 2026 at 2:29=E2=80=AFPM Matthew Albano >> wrote: >> >>> 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 cli= ent >>> 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 clien= t >>> is switching providers specifically to meet their long-term care insura= nce >>> 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 provid= e >>> 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/001U= H00000myqBNYAY/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* >>> >>> >>> >> --0000000000008e07d5064b97cc38 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, we will continue attempting to confi= rm assessment. We have tried several times to confirm, but