Received
Danielle James LPN
*Milwaukee General Manager *
*Please note my email has changed:*
danielle.james@thekey.com <Danielle.James%20LPN%20@TheKey.com>
(414) 309-4827
(414) 219-0300
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://www.thekey.com/>
On Fri, Nov 1, 2024 at 10:58 AM Timothy Thomas <tt@thekey.com> wrote:
> Good morning,
>
> There is some added scrutiny on our client intention data in Salesforce.
> More specifically, clients who are intended long term but become short
> term. I'd like to make sure we're all aligned on a strategy here.
>
> If someone presents as needing LT and the family says my mom is resistant
> but we are going to try, we should be identifying them as ST. The same goes
> for hospice and post hospitalization. In effect, if you have any concerns
> that the case is challenging or at risk, please select ST. Should they
> become LT then that makes us look great!
>
> Let me know if you have any questions.
> Thanks
>
> *Tim Thomas*
> Head of Midwest & Canada Divisions | *TheKey*
> Mobile: 514.591.9387
> [image: TheKey] <https://www.thekey.com/>
>