Re: Chatter Notes Format

From
Joey Taylor <joey.taylor@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Cheryl Cartwright <ccartwright@thekey.com>, Liz Hamilton <liz.hamilton@thekey.com>, Timon Page <timon.page@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Carolyn Daoust <carolyn.daoust@thekey.com>
Date
Thu, 21 Nov 2024 10:16:02 -0500
Folder
INBOX
--00000000000039f9f406276dbfb0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Lol I created a better version of this 4 years ago: Caller Name: Caller Phone: Caller Email: Client Name: Client Age: Area/address: *Condition:* Mobility: Cognitive: Potential Sched: Potential start of care: Language: How did you hear about us: Quoted Price: CLSC/Private Help: *Lifeguard: * On Thu, Nov 21, 2024 at 10:07=E2=80=AFAM Timothy Thomas wro= te: > Hi all, > > The Midwest team created a format for their chatter notes that has proved > to be a big win for everyone, see below. > > Name: > Point of Contact: > POC Phone #: > Referral Source: > Location: > What lead them to google us: > Hours: > Duration: > Information for HCL : > > Let me know your thoughts / or if you recommend some tweaks. > Thanks, > > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --00000000000039f9f406276dbfb0 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Lol I created a better ve= rsion of this 4 years ago: Caller Name: =C2=A0 Caller Phone:=C2=A0 Caller Email:=C2=A0 Client Name:=C2=A0 Client Age: =C2=A0 Area/addres= s: =C2=A0 Condition: Mobilit= y: =C2=A0 Cognitive:=C2=A0 Potential Sched: =C2=A0 <span style=3D"font-weight:bold;box-sizing= :inherit;color:rgb(

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