--000000000000d32bc2064b972454 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra, I'm happy to see this being reviewed and finalized. I have no concerns from an intake perspective and see that the LHA team should create 2 leads and ensure both are updated appropriately as they move through the funnel. That is part of our current process. Thank you. -- Bryan Carter VP of Inside Sales bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com On Tue, Feb 24, 2026 at 11:20=E2=80=AFAM Timothy Thomas wro= te: > Hi Audra, > > None for me. Just flagging the split shifts option. You may want to > specify that the caregiver will need to clock in/out, as I don't think > auto-clock in will work for different clients with adjacent shifts. > > On Tue, Feb 24, 2026 at 11:01=E2=80=AFAM Audra Williams wrote: > >> Hi Team, >> >> I am bumping this back up in your inboxes to see if there is any >> additional feedback on the proposed Couples Care Intake & Scheduling SOP= . >> >> I would like to streamline this process and have a training ready for >> rollout no later than March. Before we proceed, I want to ensure we have >> incorporated feedback from your teams. >> >> Please let me know if you have any further input. >> >> Best, >> >> On Wed, Feb 18, 2026 at 7:44=E2=80=AFAM Audra Williams wrote: >> >>> Hi Team! >>> >>> As part of our efforts to streamline the Couples Care intake and >>> scheduling process, I=E2=80=99ve completed a first draft of a proposed = SOP. DRAFT: >>> Couples Care Intake, Scheduling and Billing Process >>> Our >>> goal is to ensure the workflow is clear, operationally practical for th= e >>> field, and fully aligned with billing requirements. >>> >>> I would greatly value your input to help refine this before broader >>> rollout. Please feel free to add comments directly within the document,= or >>> reach out to me if you=E2=80=99d prefer to discuss feedback live. I am= happy to >>> connect at any time to review together. Also, pleas share with your SM= E's >>> in your regions for feedback. >>> >>> Thank you in advance for your partnership and expertise in helping us >>> build a process that works well for both operations and billing teams. >>> Best, >>> >>> -- >>> Audra Williams >>> National Director, Quality and Care Innovation >>> audraw@thekey.com >>> Mobile: (425) 757-7027 >>> https://thekey.com >>> >>> >> >> >> -- >> Audra Williams >> National Director, Quality and Care Innovation >> audraw@thekey.com >> Mobile: (425) 757-7027 >> https://thekey.com >> >> > --000000000000d32bc2064b972454 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra, I= 'm happy=C2=A0to see this being reviewed and finalized. I have=C2=A0no = concerns from an intake perspective and see that the LHA team should create= 2 leads and ensure both are updated appropriately as they move through the= funnel. That is part of our current process. Than= k you. -- Bryan Carter VP of Inside Sales =20 bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com On = Tue, Feb 24, 2026 at 11:20=E2=80=AFAM Timothy Thomas < tt@thekey.com > wrote: Hi Audra, N= one for me. Just flagging the split shifts option. You may want to specify = that the caregiver will need to clock in/out, as I don't think auto-clo= ck in will work for different clients with adjacent shifts.=C2=A0 On T= ue, Feb 24, 2026 at 11:01=E2=80=AFAM Audra Williams < audraw@thekey.com > wrote: Hi Team, I am bumping this back up in your inboxes to see if there is any additi= onal feedback on the proposed Couples Care Intake & Scheduling SOP. I would like to streamline this process and have= a training ready for rollout no later than March. Before we proceed, I wan= t to ensure we have incorporated feedback from your teams. Please let me know if you have any further input. Best , On Wed, Feb 18, 2026 at 7:44=E2=80=AFA= M Audra Williams < audraw@thekey.com > wrote: Hi Team! As part of our efforts to stre= amline the Couples Care intake and scheduling process, I=E2=80=99ve complet= ed a first draft of a proposed SOP.=C2=A0 <a href=3D"https://docs.goo= gle.com/document/d/1JyGCdf