Re: Call Center After Hours Support - Onboarding documents

From
Chuck Terlesky <cterlesky@thekey.com>
To
Gabrielle Wolfe <gwolfe@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Alyssa Robles <alyssa.robles@thekey.com>, Vincent Gunter <vincent.gunter@thekey.com>
Date
Tue, 4 Jun 2024 11:40:38 -0600
Folder
INBOX
--0000000000009e3f85061a13f317 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, putting a caregiver into OT at any time is okay. I am having Dennis Fancy fill out Winnipeg, so I should have it for you today. On Tue, Jun 4, 2024 at 11:38=E2=80=AFAM Gabrielle Wolfe = wrote: > For OT do you want my team to put a CG in OT if they have exhausted other > options or do you want them to call your team for approval first? > > Is there a doc for Winnipeg? > > THanks! > > GW > Gabrielle Wolfe > > * Head of Contact Center* > gwolfe@thekey.com > +1-360-502-3020 > TheKey.com > [image: TheKey] > > > On Tue, Jun 4, 2024 at 10:09=E2=80=AFAM Chuck Terlesky > wrote: > >> Hi Gabrielle, >> >> Please take a look at the attached Level 5 intake document. >> >> Regards, >> Chuck >> >> On Mon, Jun 3, 2024 at 2:58=E2=80=AFPM Chuck Terlesky >> wrote: >> >>> Thank you for these documents- much appreciated. >>> >>> Regards, >>> Chuck >>> >>> On Mon, Jun 3, 2024 at 2:55=E2=80=AFPM Gabrielle Wolfe >>> wrote: >>> >>>> Hi Chuck! Pleasure chatting with you today! >>>> >>>> I forgot to mention, toward the start of your business hours we will >>>> send an activity log of everything but open shifts (those come separat= ely >>>> via FreshDesk) to give your team an overview of what we did during our >>>> after hours shift. You will also be provided with a live link to the = log >>>> when you go live, in case your on-call person wants to peek at it as w= e're >>>> working. >>>> >>>> Expectation should be that you'll see a lot of calls from us initially >>>> after hours as you guys work out the kinks in ClearCare and we learn h= ow >>>> your team operates, this will die down eventually but it's often a lit= tle >>>> shocking for the local team. Depending on the office it can take anyw= here >>>> from 2 weeks to a month to work out all the kinks on the clearcare sid= e. >>>> >>>> Need as soon as you can get it, a profile filled out for each office >>>> (this link is locked, you'll want to copy in google to get an editable >>>> version. >>>> >>>> - Office Profile Worksheet: >>>> https://docs.google.com/document/d/1MMiADGlpvj-e4mQerhO4t6XjGHZnVdI= 7/edit >>>> >>>> ClearCare Clean up tip sheet: >>>> >>>> - >>>> https://docs.google.com/document/d/1taTOGTstRD1Unit3UAX76bYpLty0g32= Q/edit >>>> - Pay extra attention to the sections on VIP or ADMIN staff, as >>>> well as some ClearCare audit processes you can utilize at the botto= m >>>> >>>> Informational: >>>> >>>> - Intakes tip sheet for Canada (provided/owned by Tim): >>>> - >>>> https://docs.google.com/document/d/1t-y_TtOq569NeAIGPZ5Tn56uJv8R= N4mZqWcGzLiRDwc/edit >>>> - After Hours Standards documentation (indicates our areas of >>>> responsibility vs the field's as well as when and how we will conta= ct your >>>> team/CGs/Clients) >>>> - >>>> https://docs.google.com/document/d/1I96lm98XFBp1bsIR7AzlcFJQnJnB= ZBBq/edit >>>> - 8x8 tip sheet (infor on how to set up but also some >>>> troubleshooting co

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