Calgary Meetings

From
Chuck Terlesky <cterlesky@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
2022-08-10 15:00:06
Folder
INBOX
 --0000000000005689f405e5e95607 Content-Type: text/plain; charset="UTF-8" See the recap of the discussion today in Calgary: *Luna* - Brian is doing well with his workload - the start of care process needs to be fine-tuned with Dennis - Remember when booking in Calgary to use MST time zone - CCM should push the client into Clearcare - New client contracts needed - min hours etc. - The use of "Chatter" in Salesforce needs to be well documented. Weakness - the phone system - intake call not being answered some times as such an additional person should be added to 8X8 - Technology - Calgary needs to open up the flexibility of hiring the clients *Chandani* - The process of hiring is strong - In Calgary - caregivers first-time in-home care, first shift - Listen to caregivers. Weakness - staffing in Winnipeg - call-offs - communication from the team to caregivers - Works style of Calgary/Winnipeg (Call offs) - Culture - Badgy needed! - Can Dennis/Brian send out a welcome email to the caregiver team that Chandani is the main contact for caregiver concerns moving forward --0000000000005689f405e5e95607 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable See= the recap of the discussion today=C2=A0in Calgary: Luna Brian is doing well with his workload the start of care process needs to be fine-tuned with Dennis Rem= ember when booking in Calgary to use MST time zone CCM should push = the client into Clearcare New client contracts needed - min hours e= tc. The use of &quot;Chatter&quot; in Salesforce=C2=A0needs to be w= ell documented. Weakness the phone system intake call not being answered some times as such an additional pers= on should be added to 8X8 Technology=C2=A0 Calgary=C2=A0nee= ds=C2=A0to open up the flexibility of hiring the clients C= handani The process of hiring is strong In Calgary - caregivers first-time in-home care, first shift - Listen to c= aregivers.=C2=A0 Weakness staffing in= Winnipeg - call-offs communication from the team to caregivers Works style of Calgary/Winnipeg (Call offs) Culture Ba= dgy needed! Can Dennis/Brian send out a welcome email to the caregi= ver team that Chandani is the main contact for caregiver concerns moving fo= rward --0000000000005689f405e5e95607-- 

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