I have added it to the spreadsheet. It was not Maria, it was Kayla.
It was not that our CSM got to it. The RIM did.
Thank you
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/>
*Have positive feedback? We'd love to share that with the community: *
https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
On Tue, Feb 4, 2025 at 8:54 AM Cristal Munoz <cmunoz@thekey.com> wrote:
> Danille, Will you please send me the example of the lead coming and your
> CSM following up and then Maria following up after?
>
> On Tue, Feb 4, 2025 at 9:51 AM Danielle James <danielle.james@thekey.com>
> wrote:
>
>> Hi ,
>> I looked at the spreadsheet and wanted to add to it this morning
>> because AGAIN last night the RIM took the lead after hours. I am not sure
>> how to get this cleaned up. I am more than happy to add the link to the
>> spreadsheet. Please review.
>>
>> 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/>
>> *Have positive feedback? We'd love to share that with the community: *
>> https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
>>
>>
>> On Mon, Feb 3, 2025 at 8:52 AM Danielle James <danielle.james@thekey.com>
>> wrote:
>>
>>> Hi,
>>> Here is a good example of miscommunication with the RIMS and the office
>>> staff.
>>> We were informed that the RIMS are not on call M-F but only Sat and Sun
>>> so we had our on-call CSM cal. Then 3 HOURS after the referral came in and
>>> after we called Maria was attempting to reach out without reading the
>>> emails that we responded to say we took care of it.
>>> Can we please talk about this on our call today, These are the types of
>>> situations we have recently talked about and are trying to clean up.
>>>
>>>
>>> Thank you
>>> 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/>
>>> *Have positive feedback? We'd love to share that with the community: *
>>> https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
>>>
>>>
>>> ---------- Forwarded message ---------
>>> From: Emily Sun <emily.sun@thekey.com>
>>> Date: Mon, Feb 3, 2025 at 8:23 AM
>>> Subject: Re: Oasis Senior Advisors Client Referral
>>> To: Danielle James <danielle.james@thekey.com>, Amy Catalina <
>>> amy.catalina@thekey.com>
>>>
>>>
>>> Hi Amy,
>>>
>>> Were you able to make contact?
>>>
>>> Emily Sun
>>> Client Success Manager
>>> *Please note my email has changed:*
>>> emily.sun@TheKey.com <Emily.Sun@TheKey.com>
>>> Direct: (414) 309-5034
>>> Office: (414) 964-8000
>>> 8x8: (414) 219-0014
>>> TheKey.com <https://www.thekey.com/>
>>>
>>> *Have positive feedback? We'd love to share that with the community: *
>>> https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>>
>>> On Fri, Jan 31, 2025 at 8:36 PM Danielle James <
>>> danielle.james@thekey.com> wrote:
>>>
>>>> They were already called.
>>>>
>>>> Danielle James
>>>> Milwaukee General Manager
>>>> *Please note my email has changed:*
>>>> danielle.james@thekey.com <Danielle%20.James%20@TheKey.com>
>>>> (414)309-4827
>>>> (414)219-0300
>>>>
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>>
>>>> On Jan 31, 2025, at 8:10 PM, Maria Prudhont <mprudhont@thekey.com>
>>>> wrote:
>>>>
>>>>
>>>> Hi Jason,
>>>>
>>>> Thank you so much! We will reach out
>>>>
>>>>
>>>> *Warmest Regards, MARIA PRUDHONT*
>>>> REGIONAL INTAKE MANAGER
>>>> NATIONWIDE
>>>>
>>>> *DIRECT: 310.713.8530OFFICE: 626.773.4490 (After
>>>> hours & weekends)*
>>>> *Please note my email has changed:*
>>>> *mprudhont@thekey.com*
>>>> <https://brand.thekey.com/esg/mprudhont@thekey.com>
>>>> *WEBSITE:*
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Fri, Jan 31, 2025 at 3:02 PM Jason Berczy <
>>>> jberczy@youroasisadvisor.com> wrote:
>>>>
>>>>> <Oasis_Logo_2024_small.gif>
>>>>> Dear Referral Referral :
>>>>>
>>>>> We are happy to refer the client listed below. Please keep us updated
>>>>> on your progress in assisting this client.
>>>>>
>>>>> Referral Contact Details
>>>>> Client Representative Name: Cindy Storm Fischer
>>>>> Client Representative Phone: 414-588-5974 (Cell)
>>>>> Client Representative Email: cstormfischer@earthlink.net
>>>>> Senior Name: Helene Brown
>>>>> Requested Appointment Date: N/A
>>>>> Requested Appointment Time: N/A
>>>>> Services to Discuss: Meals, Housekeeping, Companionship
>>>>> Additional Details: Helene is currently home with some home care in
>>>>> place. Family is looking to add more hours. Can’t you please reach out.
>>>>> Medication management or encouragement is important.
>>>>>
>>>>> Warmest Regards,
>>>>>
>>>>> Jason Berczy
>>>>> jberczy@youroasisadvisor.com
>>>>>
>>>>> Oasis Senior Advisors - Western Milwaukee
>>>>> 262-777-0462
>>>>> <GreenLine.jpg>
>>>>>
>>>>
>>>>> Oasis Senior Advisors offers its services at no cost to their
>>>>> families. This is made possible through the financial
>>>>> contributions of local senior housing communities, many of whom
>>>>> reimburse us for our services
>>>>>
>>>>> Secured by Paubox <https://www.paubox.com> - HITRUST certified
>>>>>
>>>>
>
> --
>
> Sincerely,
>
> Cristal Munoz
>
> *Inside Sales Manager*
>
> Please note my email has changed:
>
> cmunoz@thekey.com
>
> TheKey.com <https://www.thekey.com/>
>
>
>