--000000000000c8199106026c820e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello - Here is your *Week 4 Summer Series Workbook * Content Please *Copy+Paste* the information in the attached into the bottom of your individual workbook (the one with your name on the title) before tomorrow's 8/8 8am PST session. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Wed, Aug 2, 2023 at 3:09=E2=80=AFPM Jackie Summers = wrote: > Hello Care Solutions and Client Success Team Members, > > Thank you all for being on our Week 3 of 6 Summer Series Training. > > We had so many amazing discussions in the breakout room sessions. We hope > you enjoyed them as much as we did.Thank you for all of your participatio= n > this session, looking forward to discussing the Client Assessment next > week. > > Below are the resources and Next Steps/Homework for you all. > > Full Recordings > > - > > Week 1 - HERE > > > - > > Week 2 - HERE > > > - > > Week 3 - HERE > > > > Presentation Deck - Week 3 - Link HERE > > > > Workbook - Week 3 content addition - Link HERE > . > To be copy+pasted into your master workbook (the one with your name in th= e > title) to work within. > > Attendance - Week 3 HERE > > . > > Wk 3 Homework: > > - > > Due by Next Week=E2=80=99s Session on Aug 9th > - > > Go into ClearCare/Wellsky or Salesforce and Choose: > > > 1. > > 1 client (in an Elephant tier or Turtle tier without dementia) > 2. > > 1 client (in an Elephant tier or Turtle tier with dementia or > cognitive changes) > > > - > > Solutions Managers: select a client that has started in the last 2-3 > weeks > - > > Success Managers: select a client for whom you have completed 1 > reassessment or QAV in the past 2-3 weeks. > - > > Paste links into the =E2=80=98mystery box' space of your workbook and= email > them to shadi@thekey.com with the subject line Care Plan First Take. > - > > Save the links for easy access next wednesday and/or download or > print. > - > > DO NOT CHANGE ANYTHING. It=E2=80=99s OK if there=E2=80=99s not much th= ere yet. There > is no judgment, grading, or evaluation. We just want a starting point = to > build on. > > > Upcoming Week 4 Session: > > > - > > Wednesday Aug 9, 2023 > - > > Your next week=E2=80=99s workbook content will be provided prior to th= e next > session: > - > > Via email and FB Workplace > - > > You should Copy+Paste this into your workbooks and you=E2=80=99ll b= e ready > for the next session > > > If there are any additional questions or concerns, please do not hesitate > to reach out training@thekey.com. > > Workbook questions can go to Megan Harris megan.harris@thekey.com and > Jackie Summers jsummers@thekey.com. > > We look forward to continuing this engaging series with you all over the > coming weeks. > > Have a great week! > > From the desks of, > > Dr. Shadi Gholizadeh and Ashley Mirone > > > > Jackie Summers > Sales Operations Manager > 951-675-0413 > TheKey.com [image: T