Update: Mortality Sympathy Emails

--000000000000340b79064c284aac Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello GMs and Regional Directors, To ensure the highest level of sensitivity and data accuracy, we are updating our process for how CEO Sympathy emails are sent to clients who pass away. Previously, these emails were fully automated. However, to prevent the significant distress and loss of trust caused by administrative errors (such as a client being incorrectly marked as deceased), we are introducing a manual safeguard. *What is Changing?* Starting* Friday, March 13*, we will implement a new approval workflow in Salesforce: - Action Required: When a client is discharged under "Mortality," GMs and Site Leaders will receive a prompt in the =E2=80=9CItems to Approve=E2= =80=9D section of Salesforce titled "CEO Sympathy Email." - Approval Window: Leaders will have 7 days to verify the status and either approve or reject the email. - Fail-Safe Protocol: If no action is taken within the 7-day window, the system will automatically reject the notification. No email will be sent unless it is explicitly confirmed. This safeguard protects our reputation and our clients=E2=80=99 families. I= t ensures that sympathy emails are only sent when appropriate and prevents notifications from being triggered by late discharges or user errors. Please reach out to myself or @Audra Williams if you have any questions! Cheers, Bee Scherer National Director, Client Experience | TheKey Mobile: 425.429.1064 --000000000000340b79064c284aac Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello GMs and Regional Directors, To ensure = the highest level of sensitivity and data accuracy, we are updating our pro= cess for how CEO Sympathy emails are sent to clients who pass away.=C2=A0 Previously, these emails were fully automated. However, to prevent the= significant distress and loss of trust caused by administrative errors (su= ch as a client being incorrectly marked as deceased), we are introducing a = manual safeguard. What is Changing? Startin= g Friday, March 13 , we will implement a new approval workflow in Sal= esforce: Action Required: When a client is discharged under &= quot;Mortality,&quot; GMs and Site Leaders will receive a prompt in the =E2= =80=9CItems to Approve=E2=80=9D section of Salesforce titled &quot;CEO Symp= athy Email.&quot; Approval Window: Leaders will have 7 days = to verify the status and either approve or reject the email. <p=