Re: Montreal Medallia Note follow up

From
Monica Johnston <johnstonm@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Aileen Ruffin <aruffin@thekey.com>, Audra Williams <audraw@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>
Date
Thu, 26 Sep 2024 12:45:15 -0700
Folder
INBOX
--00000000000078245606230afc24 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Ok great! Just let us know when you are done with the tagging. On Wed, Sep 25, 2024 at 5:25=E2=80=AFAM Timothy Thomas wrot= e: > We can include caregivers as they are also tagged by language. > > On Tue, Sep 24, 2024 at 7:57=E2=80=AFPM Monica Johnston > wrote: > >> Tim / Aileen, >> >> Will the same be done for caregivers as well? Or should we continue to >> exclude all of Montreal agency from the caregiver surveys. >> >> Thanks, >> Monica >> >> On Fri, Sep 20, 2024 at 3:46=E2=80=AFPM Timothy Thomas w= rote: >> >>> I=E2=80=99ll have the team tag the French speaking clients. I=E2=80=99l= l confirm back >>> once it=E2=80=99s completed and confirm the exact tag. >>> >>> Thank you! >>> >>> On Fri, Sep 20, 2024 at 6:41=E2=80=AFPM Monica Johnston >>> wrote: >>> >>>> There is a wellsky profile tag for French speaking clients. We could >>>> add that to the logic to exclude those with that tag but it will take = some >>>> development time (1-2 weeks). >>>> >>>> On Fri, Sep 20, 2024 at 3:28=E2=80=AFPM Aileen Ruffin >>>> wrote: >>>> >>>>> Hi Audra, I am not sure how systems can detect English speaking only >>>>> clients in system -- @Monica Johnston is there >>>>> a way to block surveys if a tag exists? or another workaround is to u= ncheck >>>>> primary for the nonEnglish speaking clients under contacts in Wellsky= for a >>>>> hard stop/block. >>>>> >>>>> Open to hearing what "lift" field/Audra and Monica prefers to see how >>>>> it will allow the system to automatically work vs manual adjustments. >>>>> >>>>> Thank you! >>>>> >>>>> On Fri, Sep 20, 2024 at 5:03=E2=80=AFPM Audra Williams >>>>> wrote: >>>>> >>>>>> Thanks, Aileen! >>>>>> >>>>>> I believe that we want it sent to only our English speaking clients >>>>>> in Montreal. >>>>>> >>>>>> Is this a possibility? >>>>>> >>>>>> Audra Williams >>>>>> Director, Divisional Operations >>>>>> (425) 757-7027 >>>>>> TheKey.com >>>>>> >>>>>> >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Fri, Sep 20, 2024 at 2:29=E2=80=AFPM Aileen Ruffin >>>>>> wrote: >>>>>> >>>>>>> Hi Tim, >>>>>>> >>>>>>> Thank you for reminding of the request to activate Montreal Medalli= a >>>>>>> surveys. Confirming initially when we explored - there was interest= in >>>>>>> creating surveys in French which was the primary reason to put the = project >>>>>>> on hold due to our limited resources and capabilities. >>>>>>> >>>>>>> You verbally approved surveys to be sent in English to Montreal >>>>>>> clients -- kindly requesting to acknowledge that approval on email = trail. >>>>>>> >>>>>>> Lastly, if you can confirm the start date of surveys - either to >>>>>>> begin now or by xx/xx date. >>>>>>> >>>>>>> @Monica Johnston and I communicated and was >>>>>>> included in email to take it from there to adjust the settings on t= he >>>>>>> backend for Montreal clients and caregivers to begin receiving surv= eys. >>>>>>> >>>>>>> Best, >>

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