Re: SME Input Requested: Couples Care Intake & Scheduling SOP

From
BethAnn Rosario <bethann.rosario@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Mae Moses <mmoses@thekey.com>, Tahira Gibbons <tgibbons@thekey.com>, Michelle Lemus <mlemus@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Bryan Carter <bryan.carter@thekey.com>, "Bridgett Scherer (Bee)" <bcarney@thekey.com>
Date
Wed, 25 Feb 2026 16:39:30 -0500
Folder
INBOX
--0000000000007ae39d064bacd7e9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable No changes for me, Audra thanks for creating this! BA On Tue, Feb 24, 2026 at 12:20=E2=80=AFPM Timothy Thomas wro= te: > Hi Audra, > > None for me. Just flagging the split shifts option. You may want to > specify that the caregiver will need to clock in/out, as I don't think > auto-clock in will work for different clients with adjacent shifts. > > On Tue, Feb 24, 2026 at 11:01=E2=80=AFAM Audra Williams wrote: > >> Hi Team, >> >> I am bumping this back up in your inboxes to see if there is any >> additional feedback on the proposed Couples Care Intake & Scheduling SOP= . >> >> I would like to streamline this process and have a training ready for >> rollout no later than March. Before we proceed, I want to ensure we have >> incorporated feedback from your teams. >> >> Please let me know if you have any further input. >> >> Best, >> >> On Wed, Feb 18, 2026 at 7:44=E2=80=AFAM Audra Williams wrote: >> >>> Hi Team! >>> >>> As part of our efforts to streamline the Couples Care intake and >>> scheduling process, I=E2=80=99ve completed a first draft of a proposed = SOP. DRAFT: >>> Couples Care Intake, Scheduling and Billing Process >>> Our >>> goal is to ensure the workflow is clear, operationally practical for th= e >>> field, and fully aligned with billing requirements. >>> >>> I would greatly value your input to help refine this before broader >>> rollout. Please feel free to add comments directly within the document,= or >>> reach out to me if you=E2=80=99d prefer to discuss feedback live. I am= happy to >>> connect at any time to review together. Also, pleas share with your SM= E's >>> in your regions for feedback. >>> >>> Thank you in advance for your partnership and expertise in helping us >>> build a process that works well for both operations and billing teams. >>> Best, >>> >>> -- >>> Audra Williams >>> National Director, Quality and Care Innovation >>> audraw@thekey.com >>> Mobile: (425) 757-7027 >>> https://thekey.com >>> >>> >> >> >> -- >> Audra Williams >> National Director, Quality and Care Innovation >> audraw@thekey.com >> Mobile: (425) 757-7027 >> https://thekey.com >> >> > --0000000000007ae39d064bacd7e9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable No changes for me, Audra thanks for creating this! BA On Tue, Feb 24, 2026 at 12:20=E2=80=AFPM Timothy Thomas &lt; tt@thekey.com &gt; wrote: Hi Audra, None for me.= Just flagging the split shifts option. You may want to specify that the ca= regiver will need to clock in/out, as I don&#39;t think auto-clock in will = work for different clients with adjacent shifts.=C2=A0 On Tue, Feb 24,= 2026 at 11:01=E2=80=AFAM Audra Williams &lt; audraw@thekey.com &gt; wrote: Hi Team, I am bu= mping this back up in your inboxes to see if there is any additional feedba= ck on the proposed Couples Care Intake &amp; Scheduling SOP. I would like to streamline