Confirming Clearcare Transfer of Ownership Instructions have been sent via
a separate email thread.
On Mon, Mar 28, 2022 at 1:32 PM Isabelle La <ila@thekey.com> wrote:
> Sure - I can send instructions on how to do so today so that hopefully
> ClearCare will process the change ASAP and we can expedite.
>
> I have not receive the Onboarding Questionnaire yet so once that is
> received, we can hold our IT kickoff meeting.
>
> On Mon, Mar 28, 2022 at 1:26 PM James Patchett <jpatchett@thekey.com>
> wrote:
>
>> Isabelle,
>>
>> Just as a side note to this can we please plan to have their two Canadian
>> URLs (Agencies) for ClearCare moved over to the Corporate Canadian Site? I
>> would imagine we would want that completed by this Friday 4/1/22 when they
>> close.
>>
>> Thank you,
>>
>> James
>>
>> On Fri, Mar 25, 2022 at 5:25 PM Isabelle La <ila@thekey.com> wrote:
>>
>>> Hello Matt & Angie,
>>>
>>> Thank you for the introduction, James, and Congratulations to you both
>>> on the deal with Home Care Assistance. As James mentioned, I am the Project
>>> Manager working for the IT Department and will be overseeing your IT
>>> Transition to the company.
>>>
>>> As a first step, please fill out the Onboarding Questionnaire
>>> <https://forms.gle/dNRuZWuL2sAPAfiY8> as thoroughly as possible and as
>>> soon as possible. You can click the hyperlink in the previous sentence to
>>> be taken to the questionnaire.
>>>
>>> Once received, we will review your responses and set up a date and time
>>> to hold a group kick-off/initial meeting to project set and clarify your IT
>>> environment and needs for the transition. We will then schedule weekly
>>> calls to update on the progress of the transition. I have also attached an
>>> IT Transition Process Guide for you to review in preparation for any of our
>>> future meetings as it provides an overview of our IT-Managed Systems, what
>>> information we will need to proceed and what to expect for next steps to
>>> each process.
>>>
>>> Please let me know if you have any questions - you can always reach out
>>> to me directly. Looking forward to working with you and connecting soon.
>>>
>>>
>>>
>>> --
>>> * Isabelle La*
>>> Project Management, IT Department
>>> Home Care Assistance
>>>
>>> Direct: 650-231-5733
>>> Fax: 919-377-9020
>>> Email: ila@homecareassistance.com
>>> ___________________________________________
>>>
>>>
>>> * Champions of Aging Well*
>>>
>>>
>>> On Fri, Mar 25, 2022 at 7:05 AM James Patchett <jpatchett@thekey.com>
>>> wrote:
>>>
>>>> Good Morning,
>>>>
>>>> I want to congratulate Matt and Angie on their signing once again and
>>>> we look forward to the close date of 4/1/22.
>>>>
>>>> I want to introduce Matt and Angie to Isabelle and Gabe on our IT team
>>>> and vice versa. As we close in on the close of this deal I wanted to
>>>> kickstart the process of getting anything IT related set up.
>>>>
>>>> I will share with Isabelle and Gabe that this deal is a stock deal for
>>>> Oakville (GTA) and Waterloo, Ontario Canada. These are two separate
>>>> franchise locations owned by Matt Vijayan and Angie Kunnath (husband and
>>>> wife).
>>>>
>>>> There will be a very light lift with this acquisition but want to start
>>>> prepping for any account of vendor transfers and ensure that our IT team
>>>> has access to the needed accounts.
>>>>
>>>> Isabelle has a questionnaire/form that she will ask you to fill out,
>>>> Matt & Angie, and then she will set a call once the close has taken place.
>>>>
>>>> Thank you all in advance,
>>>>
>>>> --
>>>> James Patchett
>>>> Director Business Support Group
>>>> * Please note my email has changed: *
>>>> jpatchett@thekey.com
>>>> <https://brand.thekey.com/esg/jpatchett@thekey.com>
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>> --
> --
> *Isabelle La *
> Project Management, IT Dept.
> * Please note my email has changed: *
> ila@thekey.com <https://brand.thekey.com/esg/ila@thekey.com>
> Direct: 650-231-5733
> Fax: 919-377-9020
>
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>