Re: Introducing: Fun Fact Fridays!

This is great. And I love the nod to Lady Whistledown from Bridgerton!!

Best Regards,
Bre Marshall, MPH
Client Success Manager


On Fri, Feb 6, 2026 at 12:16 PM Rachel Sims <rachel.sims@thekey.com> wrote:

> Love this
> On Fri, Feb 6, 2026 at 11:12 AM Roxanne Escorpiso <rescorpiso@thekey.com>
> wrote:
>
>> This is awesome! Looking forward to more!
>>
>> Thank you.
>>
>> Roxanne Escorpiso
>> Client Success Manager
>> * Please note my email has changed: *
>> rescorpiso@thekey.com
>> <https://brand.thekey.com/esg/rescorpiso@thekey.com>
>> (972) 626-6813
>>
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Fri, Feb 6, 2026 at 11:10 AM Kim Pryor <kpryor@thekey.com> wrote:
>>
>>> Thank you for the reminders, LOVE this FFF ❤️❤️❤️ Looking forward to
>>> more ☺️
>>>
>>> Be Blessed,
>>> Kim Pryor
>>> Client Care Success Manager
>>> TheKey of Rockwall,Texas
>>> kpryor@thekey.com
>>>
>>>
>>> 972-722-7833 (Office)
>>> 469-714-9902 (Mobile)
>>>
>>>
>>>
>>> Champions of Aging Well
>>>
>>> www.TheKey.com
>>>
>>>
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>>>
>>>
>>> On Fri, Feb 6, 2026 at 10:49 AM Bridgett Scherer <bscherer@thekey.com>
>>> wrote:
>>>
>>>> Hi all!
>>>>
>>>> Welcome to Audra & Bee's first Fun Fact Friday! These are intended to
>>>> be short, helpful tips to make your jobs (and lives) more efficient as a
>>>> Client Success Manager! Sometimes they will be new updates, and other times
>>>> good refreshers, but will always pertain to something critically important
>>>> to your role!
>>>>
>>>> This week's FFF is all about *ADL and IADL Tasks!*
>>>>
>>>> *Did you know....* If your tasks are showing a 0 next to the clock on
>>>> your client's care plan, *those tasks are NOT attached to any shifts*?
>>>> This means that not only will your caregivers not see the tasks when they
>>>> are clocking out, but they also will not generate any client care notes.
>>>> These notes are required for Long Term Care Insurance reimbursement, but
>>>> also feed into the daily care logs that clients look for in the Family Room
>>>> App. When tasks are not assigned to shifts, they will look like this:
>>>>
>>>> [image: image.png]
>>>>
>>>> Luckily for you, dear reader, attaching your tasks to shifts is *super
>>>> simple*! All you have to do is click on the clock on the right hand
>>>> side, and select which shifts the tasks should be assigned to. You can pick
>>>> select shifts for tasks that don't apply to every shift, or select "All" to
>>>> apply that task to every scheduled shift:
>>>>
>>>> [image: image.png]
>>>>
>>>> You want your task list to look something like this: the yellow
>>>> highlighted number indicates that your tasks are actively attached to
>>>> shifts and visible to caregivers. When attaching tasks to shifts, you can
>>>> select which days the tasks should be present for. For example, if your
>>>> client only receives a shower on Monday and Thursday, you can select those
>>>> days specifically to avoid redundant or unapplicable tasks. The blue
>>>> highlighted section is actually a free text box, where you can add specific
>>>> instructions for tasks unique to your clients!
>>>>
>>>> [image: image.png]
>>>>
>>>>
>>>> Please make sure that you are reviewing your ADL and IADL tasks for all
>>>> clients, both new and existing. It is critical that we have active ADL and
>>>> IADL tasks assigned for all of our clients, to be sure that caregivers know
>>>> exactly what is expected of them during their shifts! As always, if you
>>>> have any questions about this process, please don't hesitate to reach out
>>>> to Audra or myself - your National Quality Team - and we will be happy to
>>>> grab time with you to go over the process! Tune in next week for another *Fun
>>>> Fact Friday!*
>>>>
>>>> [image: image.png]
>>>>
>>>>
>>>> Bee Scherer
>>>>
>>>> Director, Client Experience | TheKey
>>>>
>>>> Mobile: 425.429.1064
>>>> <https://thekey.com>
>>>>
>>>