Re: ClearCare/Wellsky Tag Clean-Up Action Required

From
Laura Horval <lhorval@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Steve Sudberry <ssudberry@thekey.com>, Will Reid <wreid@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 2 Jan 2025 13:07:29 -0500
Folder
INBOX
--000000000000c3df9e062abd0941 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 you= ! > > 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 streamline >>>>>> and standardize our tagging system. As part of this process, the tea= m >>>>>> 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 for >>>>>> your workflows. I have attached a list of the previous tags and ask = 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 ta= gs on >>>>>> the side so that you can easily reference those. Once identified, >>>>>> we=E2=80=99ll ensure these are promptly added back to your URLs. In= an >>>>>> attempt not to add another meeting to your calendar, I have sent thi= s >>>>>> email, but if you need to meet, I am happy to do so! >>>>>> >>>>>> Please have this completed by *EOD Tuesday, December 17th*. Please >>>>>> reply to this email once complete. >>>>>> >>>>>> Thank you for your cooperation in helping us improve our system=E2= =80=99s >>>>>> efficiency! >>>>>> >>>>>> >>>>>> https://docs.google.com/spreadsheets/d/1LzSJFQraKkZsc3CxLZVIbwqUN2mD= 8Xcb/edit?usp=3Dsharing&ouid=3D116103448754908893534&rtpof=3Dtrue&sd=3Dtrue >>>>>> Bes

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