Angie & Matt,
Can you please confirm that your client and caregiver lists are cleaned up
(those who need to be deactivated are).
Thank you,
James
On Mon, Mar 28, 2022 at 1:03 PM Amanda Patel <apatel@thekey.com> wrote:
> Hello James,
>
> I will add all locations this week and start the import. All current
> clients and caregivers I can create the Toronto location and assign them on
> my end. Please confirm Waterloo and Oaksville client/cg list are up to date
> and I can start the import process.
>
> Thank You
>
> On Mon, Mar 28, 2022 at 12:44 PM James Patchett <jpatchett@thekey.com>
> wrote:
>
>> Amanda,
>>
>> I spoke with Matt & Angie (CC'd) this morning as well as Cheryl in our
>> Toronto office. Despite the fact that they are all on separate payroll and
>> billing cycles we can move forward with the move.
>>
>> We will need to move the caregivers and clients out of the Oakville (GTA)
>> <https://hcaoakville.clearcareonline.ca/> and Waterloo
>> <https://hcawaterloo.clearcareonline.ca/> URL's into the Toronto
>> <https://torontohca.clearcareonline.ca/> URL adding two new locations:
>>
>> 1. Oakville (GTA)
>> 2. Waterloo
>>
>> We will likely need to create a third location for Toronto within that
>> URL so those clients and caregivers can be properly assigned. If you would
>> please let me know when the locations are added and I will work with
>> Timothy to inform Cheryl to label her clients and caregivers with the
>> Toronto location.
>>
>> The current set of administrators in both the Oakville and Waterloo URL's
>> will need to have their respective access granted in the Toronto URL based
>> on locations. (The new teams do not need to have access to Toronto's data
>> and vice versa).
>>
>> Please let us know when you need from the team here or on the ground to
>> proceed.
>>
>> Thank you,
>>
>> --
>> James Patchett
>> Director Business Support Group
>> * Please note my email has changed: *
>> jpatchett@thekey.com <https://brand.thekey.com/esg/jpatchett@thekey.com>
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
> --
> Amanda Patel
>