Re: ClearCare/Wellsky Tag Clean-Up Action Required

From
Audra Williams <audraw@thekey.com>
To
Will Reid <wreid@thekey.com>
CC
Laura Horval <lhorval@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2025-01-03 07:43:06
Folder
INBOX
--000000000000318631062acf23c2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning! I have gone in and updated the profile tags myself. I am asking the support team to review and update the activity tags. Thanks! On Fri, Jan 3, 2025 at 5:44=E2=80=AFAM Will Reid wrote: > Audra, > Can we get an update on this please. > > Thanks > > > Will Reid > Partner > * Please note my email has changed: * > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Thu, Jan 2, 2025 at 1:07=E2=80=AFPM Laura Horval = wrote: > >> Good Afternoon, >> >> I just wanted to circle back on this...I am still unable to tag certain >> clients. Did all of the tags get deleted? >> >> On Mon, Dec 23, 2024 at 11:02=E2=80=AFAM Laura Horval wrote: >> >>> Good Morning Audra, >>> >>> I am noticing that some of the tags we had opted to keep are no longer >>> showing up under profile tag options. Did they all get deleted? Or did = I >>> make an error on my end? I was trying to tag a new client of mine under >>> "Deupree House" and that is no longer an option. Please advise- thank y= ou! >>> >>> On Tue, Dec 17, 2024 at 2:55=E2=80=AFPM Audra Williams >>> wrote: >>> >>>> Awesome, thanks for the update! Let me know if you missed any and I am >>>> happy to have those added!! >>>> >>>> Best, >>>> >>>> On Tue, Dec 17, 2024 at 11:20=E2=80=AFAM Laura Horval >>>> wrote: >>>> >>>>> Good Afternoon, >>>>> >>>>> Cincinnati is also up to date- thank you! >>>>> >>>>> On Tue, Dec 17, 2024 at 1:32=E2=80=AFPM Steve Sudberry >>>>> wrote: >>>>> >>>>>> Laura, >>>>>> >>>>>> Cleveland is updated, how about Cincinnati? Please let Audra know >>>>>> as soon as possible. >>>>>> >>>>>> Thanks >>>>>> Steve Sudberry >>>>>> General Manager >>>>>> >>>>>> ssudberry@thekey.com >>>>>> >>>>>> (513) 227-8521 >>>>>> TheKey.com >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Tue, Dec 17, 2024 at 12:53=E2=80=AFPM Audra Williams >>>>>> wrote: >>>>>> >>>>>>> Hi All! >>>>>>> >>>>>>> I wanted to check back in to see if we were good to go with this? >>>>>>> >>>>>>> Thanks! >>>>>>> >>>>>>> On Fri, Dec 13, 2024 at 12:56=E2=80=AFPM Audra Williams >>>>>>> wrote: >>>>>>> >>>>>>>> Hello Team, >>>>>>>> >>>>>>>> We are currently conducting a tag clean-up in Wellsky to streamlin= e >>>>>>>> and standardize our tagging system. As part of this process, the t= eam >>>>>>>> will deactivate all existing tags and will be adding back >>>>>>>> universal tags to be used across the organization. Deactivated >>>>>>>> tags will NOT be deleted and you can still run reports with them. >>>>>>>> >>>>>>>> We understand that each agency may have specific tags essential fo= r >>>>>>>> your workflows. I have attached a list of the previous tags and as= k that >>>>>>>> you review it and mark the checkbox for any tags that are >>>>>>>> necessary for your agency=E2=80=99s operations. I have placed the >>>>>>>> Universal tags on the side so that you can easily reference those.= Once >>>>>>>> identified,

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