Re: Calgary Winnipeg Merge

From
Sydney Cohen <scohen@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Michele Boehmer <mboehmer@thekey.com>, Roxana Cruz <rcruz@homecareassistance.com>
Date
Tue, 31 May 2022 14:23:57 -0500
Folder
INBOX
--000000000000bfb8d605e053b7f1 Content-Type: text/plain; charset="UTF-8" Hi Tim- I spoke with Lydia at ClearCare- You can add any admin you want into the Winnipeg URL. Two important steps: 1. Make sure you use the same email and password as they have in Calgary. 2. They can either save both URL websites for logging in OR the team can log into www.clearcare.com so that they are given the two options of which URL they wish to enter. If you have any other questions, I have attached Roxana and she can go through step by step with you and the team. Best, Sydney On Fri, May 27, 2022 at 3:05 PM Timothy Thomas wrote: > Sounds good, thanks! > > On Fri, May 27, 2022 at 4:04 PM Sydney Cohen wrote: > >> Hi Tim, >> Yes it seems to be working differently in the CAN ClearCare. I have a >> meeting scheduled on Tuesday at 3EST to have them walk me through the >> solution. I will follow up then. >> >> On Fri, May 27, 2022 at 2:58 PM Timothy Thomas wrote: >> >>> Hi Sydney. >>> >>> Have you had a chance to test it out yet? >>> >>> Thanks >>> >>> On Thu, May 26, 2022 at 2:49 PM Timothy Thomas wrote: >>> >>>> Sure, go ahead. >>>> >>>> On Thu, May 26, 2022 at 2:41 PM Sydney Cohen wrote: >>>> >>>>> Would you mind if I jumped into your portal and tested adding myself >>>>> to both? >>>>> >>>>> On Thu, May 26, 2022 at 1:32 PM Timothy Thomas wrote: >>>>> >>>>>> Would you recommend simply creating new user accounts for all >>>>>> employees across both URLs? >>>>>> >>>>>> On Thu, May 26, 2022 at 2:31 PM Michele Boehmer >>>>>> wrote: >>>>>> >>>>>>> Let me or Sydney know how we can help in getting this set up or >>>>>>> helping the team understand how to navigate. >>>>>>> >>>>>>> ---------- Forwarded message --------- >>>>>>> From: Timothy Thomas >>>>>>> Date: Thu, May 26, 2022 at 11:27 AM >>>>>>> Subject: Re: Calgary Winnipeg Merge >>>>>>> To: Michele Boehmer >>>>>>> Cc: Sydney Cohen , Lisa Larson >>>>>> llarson@homecareassistance.com>, Angie Markwell >>>>>> angie.markwell@thekey.com>, Megan Harris , >>>>>>> Nicole Avedis >>>>>>> >>>>>>> >>>>>>> Yes Michele, that would be a great workaround. >>>>>>> >>>>>>> On Thu, May 26, 2022 at 2:14 PM Michele Boehmer >>>>>>> wrote: >>>>>>> >>>>>>>> Hi Timothy >>>>>>>> >>>>>>>> Our best course of action here is to grant access to both the >>>>>>>> Winnipeg and Calgary ClearCare URLs to both teams as a temporary work >>>>>>>> process until such time as the Salesforce transition can be done >>>>>>>> efficiently? This would put us in July to move the data. Any concerns? >>>>>>>> >>>>>>>> Michele >>>>>>>> >>>>>>>> On Thu, May 26, 2022 at 10:59 AM Timothy Thomas >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Sydney, >>>>>>>>> >>>>>>>>> That's correct, we're not yet integrated on those platforms. >>>>>>>>> >>>>>>>>> Can we consolidate without changes to salesforce configurations or >>>>>>>>> do they go hand in hand? >>>>>>>>> >>>>>>>>> Thank you! >>>>>>>>> Tim >>>>>>>>> >>>>>>>>> On Thu, May 26, 2022 at 1:55 PM Sydney Cohen >>>>>>>>> wrote: >>>>>>>>> >>>