--0000000000005d783c064b985142 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, I saw that. We will follow this going forward. AH On Tue, Feb 24, 2026 at 2:51=E2=80=AFPM Timothy Thomas wrot= e: > The process is to show up anyway, regardless of whether they answer or no= t > > On Tue, Feb 24, 2026 at 3:33=E2=80=AFPM Amelia Howard > wrote: > >> Yes, we will continue attempting to confirm assessment. We have tried >> several times to confirm, but I will make sure we complete. Intake has >> tried to reach out a few times as well. I'll reach out to Ashley now. >> AH >> >> On Tue, Feb 24, 2026 at 2:30=E2=80=AFPM Timothy Thomas w= rote: >> >>> Can you see that this is done and followed. >>> >>> ---------- Forwarded message --------- >>> From: Bryan Carter >>> Date: Tue, Feb 24, 2026 at 3:22=E2=80=AFPM >>> Subject: Re: Missed Assessment- Milwaukee >>> To: Timothy Thomas >>> CC: Matthew Albano >>> >>> >>> Hey Tim, >>> >>> Yes, that is the direction we got from Chris when this came up a few >>> weeks ago with a different example. >>> >>> Thank you. >>> >>> -- >>> Bryan Carter >>> VP of Inside Sales >>> bryan.carter@thekey.com >>> Mobile: (901) 489-3960 >>> https://thekey.com >>> >>> >>> >>> On Tue, Feb 24, 2026 at 2:20=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Hi Matt. >>>> >>>> Just to clarify. The expectation is to show up regardless of whether >>>> the client reconfirms or not? >>>> >>>> Thanks >>>> Tim >>>> >>>> On Tue, Feb 24, 2026 at 2:29=E2=80=AFPM Matthew Albano >>> matthew.albano@thekey.com> wrote: >>>> >>>>> Hi Tim, >>>>> >>>>> I wanted to touch base in regards to an assessment for Lisa Tawil, se= t >>>>> for this Thursday, February 26th at 3:00 PM. >>>>> >>>>> The office requested for our LHA to close this lead and mark as >>>>> "Closed Lost - Unable to Contact," because they had difficulty reachi= ng the >>>>> client via phone and text. TheKey's standard is to perform the assess= ment >>>>> as scheduled. >>>>> >>>>> Key considerations for keeping this assessment: >>>>> >>>>> High-Value Case: The client requires 41+ hours of weekly care >>>>> following a major injury (broken femur/shattered knee). >>>>> >>>>> Insurance Requirement: This is a CareScout/Genworth referral; the >>>>> client is switching providers specifically to meet their long-term ca= re >>>>> insurance requirements, making them a high-intent lead. >>>>> >>>>> Given this case's potential, we should not skip the assessment simply >>>>> because phone contact hasn't been established post-scheduling. We wan= t to >>>>> ensure we do everything possible to capture this opportunity and prov= ide >>>>> the necessary care. >>>>> >>>>> Please let us know how you would like the team to proceed. >>>>> >>>>> Best regards, >>>>> Matt >>>>> >>>>> >>>>> https://homecareassistance.lightning.force.com/lightning/r/Account/00= 1UH00000myqBNYAY/view >>>>> >>>>> https://homecareassistance.lightning.force.com/lightning/r/Assessment= __c/a0NUH000009mlgz2AA/view