--000000000000a6b4ab05efca533e Content-Type: multipart/alternative; boundary="000000000000a6b4a905efca533d" --000000000000a6b4a905efca533d Content-Type: text/plain; charset="UTF-8" I suggest we create a distribution email to manage BookJane communication. You can have multiple administrators on the account. Once I confirm the action items listed below, next step is to create TheKey account and set up a meeting with the scheduling team. On Wed, Dec 14, 2022 at 8:56 AM Timothy Thomas wrote: > Hi Angie, > > Thank you for managing the meeting in my absence. > > I'm in agreement that Nikita should be the account manager. Is there an > option for a backup? I would suggest Amrita. > > We agree on all additional points. As for data tracking, let me connect > with Ben Lewis to see what can be done. > > What is the next step? Building our CG's on the platform? > Have a great day! > Tim > > On Tue, Dec 13, 2022 at 3:51 PM Matt Vijayan wrote: > >> Thanks Angie. >> >> I will be the "referral" account manager for BookJane. My proposal is to >> have Nikita be the account manager. >> >> Best regards, >> >> Matt >> >> Matt Vijayan, B.Sc., MBA, CCPE >> Director of Sales, Canada >> *Please note my email has changed:* >> mvijayan@TheKey.com >> >> TheKey.com >> [image: TheKey] >> >> >> On Tue, Dec 13, 2022 at 1:30 PM Angie Kunnath >> wrote: >> >>> Hi Tim, >>> >>> We had a demo of the platform and the app. It's pretty basic and simple. >>> Nothing too complicated. *We need to identify the below for the next >>> steps*: account creation and setting up a meeting with the schedulers. >>> >>> 1. Account Owner - Who do we want to designate this? This individual >>> will be responsible for updating category rates in the system. >>> 2. Locations - We can create multiple locations, and staff will have >>> visibility based on the location. I suggest having two locations. East & >>> West. >>> 3. Service categories - I think we should focus on PSW (1:1), PSW >>> (floor duty), RPN and RN. We have recruited, keeping these categories in >>> mind. >>> >>> Krystal brought up that being accredited will open up more >>> opportunities, especially accessing assignments that don't require >>> certified PSWs. Something for us to think about. >>> >>> Internal processes: >>> >>> 1. The platform does not have the capacity to match caregivers based >>> on availability. We'll need to build a separate availability tracker. >>> 2. We also cannot host any employee documentation on the platform. I >>> can work with the recruiters and create a shared folder for all >>> administrators with easy access. >>> 3. We need to figure out how to capture caregiver starts for AP. >>> >>> Regards, >>> >>> Angie Kunnath >>> *Regional, Caregiver Recruitment, Canada* >>> >>> *Home Care Assistance* >>> >>> 375 University Ave E, Waterloo, ON, N2K3M7 >>> >>> Tel: 519-954-2111 >>> 2525 Old Bronte Rd, Suite 212, Oakville, ON, >>> L6M >>> 4J2 >>> >>> Tel: 905-337-1200 >>> >>> >>> >>> *Champions of Aging Well* >>> >>> *w