Here’s a selection of example emails.

Subject: Update on FG initial assessment report

Dear Sonia

Claire is out of the office today seeing clients, I will be speaking with Claire after lunch so will make sure your question is asked then, with a view to responding to you later this afternoon.

Let me know if you have any other questions you want me to ask Claire in the mean time.

Many thanks

Tracey

Subject: New enquiry in Bristol BS1 – male adult requiring an initial assessment and costs

Dear Jane

Thank you for your new enquiry.

Linda is out all day seeing clients, she has asked me to respond on her behalf.

We do have availability to see your new client in the Bristol area, it will likely be a date in early June.

Are you able to send me more details about the client?

We charge £135.00 for an initial assessment plus travel and mileage.

There is an additional cost for providing the initial assessment report.

We look forward to hearing from you.

Many thanks

Subject: Invoice LCC02 for independent OT services

Dear Miriam

I have been informed that invoices for Lincolnshire County Council should be sent to you for the provision of independent OT services.

Please find attached invoice LCC02 from Melanie xxxxxxx, independent Occupational Therapist.

If you could please confirm receipt of this invoice and look into the payment of the previous invoice which was originally sent to Carol on the 28 July.

Many thanks

Tracey

Subject: Template forms to check

Hi Victoria

Please find attached:

  • Safeguarding risk assessment form – let me know if there is something else you’re wanting on this.
  • Appraisal Template
  • Feedback forms for clients, support workers and stakeholders
  • Reference Template
  • Case Manager Job Description Template. I have attached an example job description I came across from another case management that was recruiting on LinkedIn, so kept this as a copy for future use.

Come back to me with any questions.

Thanks

Tracey

Subject: Associate Employment Agreement to check

Hi Sonia

Hope you’ve had a nice weekend, the weather has been lovely.  Nice to see all the spring flowers coming up in the garden.  How’s your pond getting on with the fish?

I’ve attached the association employment agreement (I have used the very latest version from my HR specialist) – I suggest going through this document carefully, I have highlighted the parts in yellow.

Please do have a good read of the Remuneration on page 2, you can take out the planned schedule of incremental increases, this doesn’t have to be in.

Let me know if you have any questions on the document.

Thanks

Tracey x

Subject: Demonstration of your Leckey MyWay Pedal elliptical trainer

Dear Customer Care Team

We have a client in the Peterborough area that requires a demonstration of your Leckey MyWay Pedal elliptical trainer.  Our client is 7 years old, very petite, with severe Cerebral Palsy.

We would like one of your specialists to visit the client’s home on any of these days/dates:

Tuesday 4 March at 2.00pm

Wed 5 March at 10.00am

Friday 7 March at 10.00am

There will be Janet our physiotherapist, Stacey our OT and the client’s mum at the visit.

I look forward to hearing from you.

Many thanks

Subject: MDT meeting for AD

Morning All

I want to re-arrange our next MDT meeting for AD as the 12 March at 9.30am we put in our diaries at the last meeting, I can no longer attend.

If you can fill in the Doodle link below ticking which dates you can do.

https://doodle.com/group-poll/participate/dw2B22Xb

Many thanks

Tracey

 

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