Re: Montreal Medallia Note follow up

From
Aileen Ruffin <aruffin@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Monica Johnston <johnstonm@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>
Date
Fri, 20 Sep 2024 17:28:44 -0500
Folder
INBOX
--00000000000099f4a8062294904b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 uncheck 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 Medallia >> surveys. Confirming initially when we explored - there was interest in >> creating surveys in French which was the primary reason to put the proje= ct >> 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 the >> backend for Montreal clients and caregivers to begin receiving surveys. >> >> Best, >> Aileen >> >> -- >> Aileen Ruffin >> Head of Service Quality >> Please note my email has changed: >> aruffin@thekey.com >> Direct: (408) 669-5645 >> TheKey.com >> [image: TheKey] >> > --00000000000099f4a8062294904b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Aud= ra, I am not sure how systems can detect English speaking only clien= ts in system --=C2=A0 @Monica Johnston =C2= =A0is there a way to block surveys if a tag exists? or another workaround i= s to uncheck primary for the nonEnglish speaking clients under contacts in = Wellsky for a hard stop/block. Open to hearing what &quot;lift&quot; field/Audra and Monica prefe= rs to see how it will allow the system to automatically work vs manual adju= stments. Thank you! On Fri, Sep 20, 2024 at 5:03=E2=80=AFPM Audra Williams &lt; audraw@thekey.com &gt; wrote: Thanks, Aileen! I believe that we want i= t sent to only our English speaking clients in Montreal.=C2=A0 Is this a possibility? Audra Williams = Director, Divisional Operations <font style=3D"font-family:Arial,Helvetic= a,sans-serif;line-height:24px

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