--0000000000001cf23a062faedabc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, please provide suggestions for replacement accounts that make more sense for Alysce! On Thu, Mar 6, 2025 at 6:36=E2=80=AFAM Timothy Thomas wrote= : > Hi Julia, > > Pls see below for the Columbus accounts. Should we just suggest new ones? > > ---------- Forwarded message --------- > From: Alysce Craig > Date: Thu, Mar 6, 2025 at 9:20=E2=80=AFAM > Subject: GM Referral Accounts Spreadsheet > To: Timothy Thomas > > > Hi Tim, > > I'm sorry this is just getting to you, it was in my drafts box. I hope yo= u > had a smooth flight back home! > > After reviewing the spreadsheet that was sent out, there are a few issues > with the referral accounts that were designated for GM. > > Wexner Heritage Village is a RevOps account, our HCL does not use that > account; instead documents all Wexner HeritageVillage leads under the > Creekside account that she is the owner of. These are the same account wi= th > the same contacts. > > After researching and getting a call back, Ripple Life Planning is no > longer in business, so this is not an account that can be used. > > Attorney Joe Ryan died, his practice was not passed on to another attorne= y > that I have been able to find through research. > > Westminster Thurber has a location in Columbus OH but the clients on this > particular account are not located in the Columbus area, we have not done > any business with them. This is a facility that does > accept Medicaid/Medicare and most of their population would not be > financially qualified. > > OhioHealth Home Health is a RevOps account but it is a broad healthcare > system, our HCL breaks referrals down by locations within Ohiohealth and > documents that way. This is an account that she actively works with. > > IKOR/Melanie Hanson is a RevOps account but all the contacts listed under > this account belong to our HCL. > > OSU Hospital is another health system that our HCL is actively working > with, she uses the Ohio State Hospital Wexner account. > > It seems like we have accounts here in Columbus with multiple > Saleforce profiles. I think that instead of using the RevOps accounts Jen > may have created her own with a different name when she has gotten a > referral. > > Please let me know how you would like me to proceed. > > Thanks, > *Alysce Craig | Columbus General Manager* > Email: alysce.craig@thekey.com > M: (380) 245-8075 O: (614) 481-8888 > TheKey.com > TheKey.com [image: TheKey] > > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --0000000000001cf23a062faedabc Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, please provide suggestions for replacement accounts t= hat make more sense for Alysce! On Thu, Mar 6, 2025 at= 6:36=E2=80=AFAM Timothy Thomas < tt@the= key.com > wrote: Hi Julia, Pls see below for the = Columbus accounts. Should we just suggest new ones? ---------- Forwarded messa= ge --------- From: Alysc= e Craig < alysce.craig@thekey.com > Date: T= hu, Mar 6, 2025 at 9:20=E2=80=AFAM Subject: GM Referral Accounts Spreads= heet To: Timothy Thomas < tt@thekey.com > Hi Tim, I'm sorry this is just getti= ng to you, it was in my drafts box. I hope you had a smooth flight back hom= e! After reviewing the spreadsheet that was sent o= ut, there are a few issues with the referral accounts that were designated = for GM.=C2=A0 Wexner Heritage Village is a RevOps = account, our HCL does not use that account; instead documents all Wexner He= ritageVillage leads under the Creekside account that she is the owner of. T= hese are the same account with the same contacts.=C2=A0 After researching and getting a call back, Ripple Life Planning is no= longer=C2=A0in business, so this is not an account that can be used.=C2=A0= Attorney Joe Ryan died, his practice was not pass= ed on to another attorney that I have been able to find through research. Westminster Thurber has a location in Columbus OH b= ut the clients on this particular account are not located in the Columbus a= rea, we have not done any business with them. This is a facility=C2=A0that = does accept=C2=A0Medicaid/Medicare and most of their population would not b= e financially qualified.=C2=A0 OhioHealth Home Hea= lth is a RevOps account but it is a broad healthcare system, our HCL breaks= referrals down by locations within Ohiohealth and documents that way. This= is an account that=C2=A0she actively works=C2=A0with.=C2=A0 = IKOR/Melanie Hanson is a RevOps account but all the contacts lis= ted under this account belong to our HCL.=C2=A0 OS= U Hospital is another health system that our HCL is actively working with, = she uses the Ohio State Hospital Wexner account.=C2=A0 = It seems like we have accounts here in Columbus with multiple Saleforc= e=C2=A0profiles. I think that instead of using the RevOps accounts J