Email Handoffs to AM/CSM Examples

Implementation to Account Management Handoff

Below template will be used to notify Account Management team(s) of Deal of Substance implementation/integration clients.

Client Name:

Client Contact Name:

PT Account Manager Name:

Program Type(s):

Subprogram Name(s) and ID(s):

Funding Type(s):

Explanation of Program(s)

·         Card type

·         Card count

·         Client ID(s)

·         Child client name(s)

·         Program use

·         Load frequency