RE: Canadian

From
Gary Scott <gscott@homecareassistance.com>
To
Timothy Thomas <tt@thekey.com>, Kate Goodrich <kate.goodrich@thekey.com>
CC
Benjamin Lewis <benjamin.lewis@thekey.com>
Date
Mon, 6 Jun 2022 10:34:13 -0500
Folder
INBOX
--0000000000007e8e5805e0c93414 Content-Type: multipart/alternative; boundary="0000000000007e8e5605e0c93413" --0000000000007e8e5605e0c93413 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Kate Goodrich it appears Tim wants us to send the emails. Lets review and send today. *From:* Timothy Thomas *Sent:* Monday, June 6, 2022 9:50 AM *To:* Kate Goodrich *Cc:* Benjamin Lewis ; Gary Scott *Subject:* Re: Canadian Hi kate. Have the letters gone out? On Wed, Jun 1, 2022 at 2:29 PM Timothy Thomas wrote: Got it. Who will initiate the merge and separate email in this case? Otherwise, everything looks good. Thank you Kate! On Wed, Jun 1, 2022 at 12:40 PM Kate Goodrich wrote: No worries - updated files attached. Please be advised that Fernandes is part of the email group. If using the mail merge function to batch send the emails, she will need to be emailed separately in order to make specific changes without impacting the entire group. I included her changes on the PDF copy for the emails. On Wed, Jun 1, 2022 at 12:09 PM Timothy Thomas wrote: Hi Kate, The local leaders reviewed the letters and picked up a few more errors. They've updated the spreadsheet so please merge again. And finally, a manual change is needed for Fernandes- they receive hourly and live in care. The letter should read, in addition to the live-in care increase, the hourly care will increase by $2/hour to $32. I apologize for the back and forth. We're all set now. Thanks! Tim On Wed, Jun 1, 2022 at 10:50 AM Kate Goodrich wrote: Updated files attached. On Wed, Jun 1, 2022 at 10:23 AM Timothy Thomas wrote: I've emailed you directly. On Wed, Jun 1, 2022 at 10:02 AM Kate Goodrich wrote: The original data has an error on the Header to Read formula for Jean Fraser and others - can I get an updated version? On Wed, Jun 1, 2022 at 9:56 AM Timothy Thomas wrote: If we could please use exactly what's in the Header to Read that would be awesome. On Wed, Jun 1, 2022 at 8:55 AM Kate Goodrich wrote: The data lists Jean Fraser as the payer which is why there wouldn't be an OBO. We truncated non-OBO to first name only for a warmer greeting. I can manually fix if the data is wrong. On Wed, Jun 1, 2022 at 8:48 AM Timothy Thomas wrote: I'm not seeing the correct "header to read" data in the final letters. Example: Client name: Jean Fraser, it should read "Dear Duncan and Betty (on behalf of Jean Fraser)", and it's currently "Dear Jean". Can you please double check? Thanks! On Tue, May 31, 2022 at 4:17 PM Kate Goodrich wrote: Apologies, I didn't realize you wanted to update the emails, as well. File attached. On Tue, May 31, 2022 at 4:10 PM Timothy Thomas wrote: Thanks Kate, did some get lost in the shuffle? We had 9 letters and 47 emails in the previous batch. On Tue, May 31, 2022 at 3:58 PM Kate Goodrich wrote: Letters for Canada have been updated with the Toronto address. PDF and mail merge files are attached. On Tue, May 31, 2022 at 3:48 PM Timothy Thomas wrote: Let's use Toronto please - 70 Richmond St E #100, Toronto, ON M5C 1N8 On Tue, May 31, 2022 at 2:25 PM Kate Goodrich wrote: Certainly - can we use Montreal? If so, what is that address? On Tue, May 31, 2022 at 12:17 PM Timothy Thomas wrote: Thank you Kate. Can we please use a Canadian address on the letters? On Tue, May 31, 2022 at 12:10 PM Kate Goodrich wrote: Canada letter/email merge documents and PDFs are attached. On Tue, May 31, 2022 at 10:58 AM Gary Scott wrote: @Kate Goodrich is working on CAD now. *From:* Benjamin Lewis *Sent:* Tuesday, May 31, 2022 9:37 AM *To:* Timothy Thomas *Cc:* Gary Scott *Subject:* Re: Canadian Ok great. Then Gary, let me know if you=E2=80=99d like me to take a stab at= making the letters for the Canadian team to distribute or if you have time today. On Tue, May 31, 2022 at 5:48 AM Timothy Thomas wrote: Thanks Ben. I've added a column with office phone numbers. On Mon, May 30, 2022 at 9:14 PM Benjamin Lewis wrote: It was likely just a mistranscription between the documents. If your team members removed them, that is for the best. I think the last item we need to insert is just the phone number to include. I got a list from FRAX of location phone numbers, but don't see the Canadian locations in there. Is there a master list of where you would want questions directed to for each office? On Wed, May 25, 2022 at 11:44 AM Timothy Thomas wrote: Hi Ben, It seems certain clients who were flagged as "recent rate increase" on the master sheet made their way into the final sheet. Is there a reason why? Some have been deleted by the local leaders already so we might need to use the version control on sheets to go back if necessary. Sorry about that. Thanks On Tue, May 24, 2022 at 6:12 PM Benjamin Lewis wrote: Hi Timothy, Apologies for the time it took to get you this after our meeting this morning. I didn't realize all of the raw ClearCare data was in a different database. See below for the link to the current final list of clients for the rate increa