Re: Intake Calls

From
Maria Licoudis <mlicoudis@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Stephanie Demers <sdemers@homecareassistance.com>, Vanessa Cannizzaro <vcannizzaro@homecareassistance.com>, Christina Leo <cleo@homecareassistance.com>, Joey Taylor <joey.taylor@homecareassistance.com>, Julie Paquet <jpaquet@homecareassistance.com>, Maxine Silverman <msilverman@homecareassistance.com>, Sabrina St-Hillaire <sabrinah@homecareassistance.com>, Sarah Bittat <sbittat@homecareassistance.com>, Sandra Daoust <sdaoust@homecareassistance.com>, Tim Thomas <tthomas@homecareassistance.com>, Amy Thompson <amy.thompson@homecareassistance.com>
Date
2019-10-31 12:58:40
Folder
INBOX
--Apple-Mail-BC5AA05D-591C-43FC-B33B-DE304AE0549F Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thanks=20 Maria Licoudis RN Care Manager mlicoudis@homecareassistance.com Office:514-907-5065 > On Oct 31, 2019, at 12:45 PM, Timothy Thomas w= rote: >=20 > An important point I left out.=20 >=20 > ALL CALLS should be entered regardless of the quality. This way we can adj= ust our advertising to better target the clients we want.=20 >=20 > Thanks again. >=20 >> On Thu, Oct 31, 2019 at 12:42 PM Timothy Thomas wrote: >> Hi everyone,=20 >>=20 >> We've made a decision to change the way we handle intake calls. Effective= today we are abandoning the "Lead Sheet" in favour of Clear Care's Prospect= functionality. This will allow us to better track the intake calls we recei= ve, stay on top of follow ups and manage your individual performance. >>=20 >> I've attached a document explaining step-by-step procedures for entering a= n intake in clearcare. You can continue to fill out an intake sheet by hand b= ut there will no longer be a need to upload documents or save them for the f= uture.=20 >>=20 >> Should any of you have questions, or require additional training please l= et me know and I'll set aside some time to sit with you. >>=20 >> Thanks! >>=20 >> --=20 >>=20 >> Timothy Thomas=20 >> Directeur de soins et d=C3=A9veloppement / >> Director of Client Care & Development=20 >> Tel: 514.907.5065 | Fax: 514.221.4265=20 >> tt@homecareassistance.com | Homecareassistancemontreal.ca >>=20 >=20 >=20 > --=20 >=20 > Timothy Thomas=20 > Directeur de soins et d=C3=A9veloppement / > Director of Client Care & Development=20 > Tel: 514.907.5065 | Fax: 514.221.4265=20 > tt@homecareassistance.com | Homecareassistancemontreal.ca >=20 --Apple-Mail-BC5AA05D-591C-43FC-B33B-DE304AE0549F Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thanks&nbsp; Maria Licoudis RN Care Manager = mlicoudis@homecareassist= ance.com Office:514-907-5065 On Oct 31, 20= 19, at 12:45 PM, Timothy Thomas &lt; tt@homecareassistance.com &gt; wrote: An important point I left out.&nbsp= ; ALL CALLS should be entered regardless of the quality. T= his way we can adjust our advertising to better target the clients we want.&= nbsp; Thanks again. On Thu, Oct 31, 2019 at 12:= 42 PM Timothy Thomas &lt; tt@hom= ecareassistance.com &gt; wrote: Hi everyone,&nbsp; We'v= e made a decision to change the way we handle intake calls. Effective today w= e are abandoning the "Lead Sheet" in favour of Clear Care's Prospect functio= nality. This will allow us to better track the intake calls we receive, stay= on top of follow ups and manage your individual performance. = I've attached a document explaining&nbsp;step-by-step procedures f= or entering an intake in clearcare. You can continue to fill out an intake s= heet by hand but there will no longer be a need to upload documents or save t= hem for the future.&nbsp; Should any of you have qu= estions, or r