Re: Lead Flow Call With Tim

From
Vincent Jim <vincent@mavencare.com>
To
Taneshia Persaud <taneshia.persaud@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@homecareassistance.com>
Date
Wed, 15 Jun 2022 17:56:25 -0400
Folder
INBOX
Hi Taneshia, I've created rules to alert that email address of any incoming
Unicom messages where the sender is in the Toronto Geo between the times
you mentioned. Note that the alert doesn't contain the actual contents of
the incoming message and it will just notify the on-call that someone
texted that number. Also, I noticed that the "take me there" link for these
Unicom rules aren't working though so I filed a JIRA (MID - 3868) to have
this fixed.

I also created a rule to send an email for all missed clock outs to go to
the same email address.

Best,


*Vincent Jim*Senior Director of Operations
1-855-526-2702 <(855)%20526-2702> ext. 213

Mavencare <http://www.mavencare.com/>

<https://mavencare.com/>



On Wed, Jun 15, 2022 at 5:02 PM Taneshia Persaud <
taneshia.persaud@thekey.com> wrote:

> Thanks, Vince!
>
> For Unicom messages, please forward after hours (Mon-Thu: after 5pm till
> 9am) and on weekends (Fri: after 5pm until Mon 9am). Then missed
> clock-outs, let's do the same.
>
> NY will not be sharing this workflow.
>
> With thanks,
>
> Taneshia
>
>
>
> On Wed, Jun 15, 2022 at 4:44 PM Vincent Jim <vincent@mavencare.com> wrote:
>
>> Also, to clarify, I set up the rule for Toronto leads and Toronto missed
>> clock in alerts to mavencare@thekey.com.
>>
>> If New York ends up using that same email address, then it might lead to
>> unnecessary spam for the on-call staff in Canada.
>>
>>
>> *Vincent Jim*Senior Director of Operations
>> 1-855-526-2702 <(855)%20526-2702> ext. 213
>>
>> Mavencare <http://www.mavencare.com/>
>>
>> <https://mavencare.com/>
>>
>>
>>
>> On Wed, Jun 15, 2022 at 4:33 PM Vincent Jim <vincent@mavencare.com>
>> wrote:
>>
>>> Hi Tim, I've set up the rule to send all leads and missed clock in
>>> alerts to mavencare@thekey.com.
>>>
>>> What about missed clock out and unicom messages?
>>>
>>> Best,
>>>
>>>
>>> *Vincent Jim*Senior Director of Operations
>>> 1-855-526-2702 <(855)%20526-2702> ext. 213
>>>
>>> Mavencare <http://www.mavencare.com/>
>>>
>>> <https://mavencare.com/>
>>>
>>>
>>>
>>> On Wed, Jun 15, 2022 at 4:07 PM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Hi Vince,
>>>>
>>>> Please set up a rule to send all leads and missed clock in alerts to
>>>> the email mavencare@thekey.com
>>>>
>>>> Please let us know when this is done. Thanks in advance
>>>> Tim
>>>>
>>>> On Thu, Jun 2, 2022 at 11:15 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Thanks Vince.
>>>>>
>>>>> I'll get that sorted out and come back to you ideal configuration.
>>>>>
>>>>> Tim
>>>>>
>>>>> On Wed, Jun 1, 2022 at 6:20 PM <vincent@mavencare.com> wrote:
>>>>>
>>>>>> Hi all, I did some more testing just now and I'm confirming that:
>>>>>>
>>>>>> 1. when new leads fill out the form on our getting started page, it
>>>>>> will create a lead in the Mavencare portal. That can (and has) been
>>>>>> configured to a rule to send an email to whoever you want to generate a
>>>>>> push notification.
>>>>>> 2. For Unicom, Mavencare can not only set an auto-responder in
>>>>>> Unicom, it can also send email for all incoming messages matching certain
>>>>>> day/time requirements if you want to do that.
>>>>>>
>>>>>> Once you let me know how you want our system to be configured to suit
>>>>>> your operations, we can do that quickly.
>>>>>>
>>>>>> Best,
>>>>>> Vincent
>>>>>>
>>>>>> Lead Flow Call With Tim
>>>>>>
>>>>>> *When*
>>>>>> Wed Jun 1, 2022 4:30pm – 5pm Eastern Time - Toronto
>>>>>>
>>>>>> *Where*
>>>>>> https://us02web.zoom.us/j/83374480449 (map
>>>>>> <https://www.google.com/url?q=https%3A%2F%2Fus02web.zoom.us%2Fj%2F83374480449&sa=D&ust=1654554000000000&usg=AOvVaw0AHy2-DgIl5Eng6RrnMAKk>
>>>>>> )
>>>>>>
>>>>>> *Who*
>>>>>> •
>>>>>> vincent@mavencare.com - organizer
>>>>>> •
>>>>>> Timothy Thomas
>>>>>> •
>>>>>> ccartwright@homecareassistance.com
>>>>>> •
>>>>>> taneshia.persaud@thekey.com
>>>>>> ──────────
>>>>>>
>>>>>> Vincent Jim is inviting you to a scheduled Zoom meeting.
>>>>>>
>>>>>> Join Zoom Meeting
>>>>>> https://us02web.zoom.us/j/83374480449
>>>>>> <https://www.google.com/url?q=https%3A%2F%2Fus02web.zoom.us%2Fj%2F83374480449&sa=D&ust=1654554000000000&usg=AOvVaw0AHy2-DgIl5Eng6RrnMAKk>
>>>>>>
>>>>>> Meeting ID: 833 7448 0449
>>>>>> One tap mobile
>>>>>> +17806660144,,83374480449# Canada
>>>>>> +12042727920,,83374480449# Canada
>>>>>>
>>>>>> Dial by your location
>>>>>> +1 780 666 0144 Canada
>>>>>> +1 204 272 7920 Canada
>>>>>> +1 438 809 7799 Canada
>>>>>> +1 587 328 1099 Canada
>>>>>> +1 647 374 4685 Canada
>>>>>> +1 647 558 0588 Canada
>>>>>> +1 778 907 2071 Canada
>>>>>> +1 346 248 7799 US (Houston)
>>>>>> +1 646 876 9923 US (New York)
>>>>>> +1 669 900 6833 US (San Jose)
>>>>>> +1 253 215 8782 US (Tacoma)
>>>>>> +1 301 715 8592 US (Washington DC)
>>>>>> +1 312 626 6799 US (Chicago)
>>>>>> Meeting ID: 833 7448 0449
>>>>>> Find your local number: https://us02web.zoom.us/u/kc1lXXpt8
>>>>>> <https://www.google.com/url?q=https%3A%2F%2Fus02web.zoom.us%2Fu%2Fkc1lXXpt8&sa=D&ust=1654554000000000&usg=AOvVaw1YrD_e-KSQ48EUVh0BCinq>
>>>>>>
>>>>>> ──────────
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>> (514) 591-9387
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>
> --
>
> *Taneshia Persaud*, RPN, GCP
> General Manager, Toronto
> Home Care Assistance (HCA) & Mavencare
> 416-855-2333 ext#281
>
> *Please note my email has changed:*
> Taneshia.Persaud@TheKey.com
> <https://brand.thekey.com/esg/Taneshia.Persaud@TheKey.com>
> [image: TheKey] <http://thekey.com/>
>

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