Re: Process for Handling Referrals to Placement Agencies

From
Aretha Ilion <aretha.ilion@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Midwest-ALL <Midwest-ALL@thekey.com>
Date
Tue, 28 Jan 2025 14:28:32 -0600
Folder
INBOX
Would this same process apply to callers that are only financially
unqualified? Or are we focusing on callers who need assistance with nursing
services, hospice, AL, or IL placement?

Thank you,
Aretha


Regional Intake Manager
Wisconsin, Illinois, Michigan, St Louis, Kansas City, and Columbus
aretha.ilion@thekey.com
Direct line - 414-208-5430
8x8 - 414-207-6848


On Tue, Jan 28, 2025 at 10:33 AM Timothy Thomas <tt@thekey.com> wrote:

> Good morning GMs,
>
> Please review the enclosed document outlining the process for referring
> clients to placement agencies (here
> <https://docs.google.com/document/d/1tRAWNW4uzRD9nALM-uA1VWXUnUUIF-f6Hz7CRU1gVoY/edit?tab=t.0>
> )
>
> To strengthen our partnerships across the Midwest, we are enhancing
> efforts to refer potential clients to our trusted agency partners. This
> includes:
> • Leads or opportunities that are not moving forward with home care
> services.
> • Clients identifying a need for long-term placement.
> • Clients seeking higher levels of care.
>
> If you have any suggestions or questions, please let me know.
>
> I'll share the final version with the Midwest team.
>
> Thank you for your collaboration!
>
> --
>
> *Tim Thomas*
> Head of Midwest & Canada Divisions | *TheKey*
> Mobile: 514.591.9387
> [image: TheKey] <https://www.thekey.com/>
>