SLA Questions

From
Shawntel Sousa <ssousa@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 7 Aug 2024 08:58:52 -0600
Folder
INBOX
📎 Updated_ Service Level Agreement_ The Client Experience (2).docx
Hi,

I apologize for the emails around the SLAs, I just want to make sure that I
am doing them correctly and have the correct information. I have a few
questions.

On the SLA that I have attached below it indicates that a tier 1 client
does not require a visit 7 days after starting, is this just an error in
the SLA?

My next questions are around tags again, can you confirm that the tags and
follow-ups are to go as follows:

*Tier one*
1. Caregiver Introduction with CSM present tagged *CG Intro*
2. Phone call follow up with 24 hours of 1st shift tagged* Client Follow-up*
3. Visit to the client home by the CSM on or around the 7th day of service
tagged *QA visit.*
*4. *Call the contact to check how services are going tagged *Client
follow-up*
*5.* Set visits up on clear care based on their tier and the notes from
those visits will be tagged* QA Visit.*

*Last questions - *Does it matter how the tag is set up in clear care if it
is Client Follow-up or Client Follow up (without the dash). And do the
visits have to be exactly only the 7 th day of service or is approximately
on the 7th day?

*Thank you,*

*Shawntel Sousa, LPN*

*Client Success Manager*

*Office: 403-301-3777*

*Direct: 403-305-6588*

*TheKey.ca <http://TheKey.ca>*

[image: TheKey]

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