Re: Enhancing Visibility and Documentation of Your Client Success Efforts

--0000000000001b1ba40640a55838 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Audra Same for Palm Beach, I do not have the GM QA Call tag *Dawn Peluso* *General Manager Palm Beach County* 4218 Northlake Blvd Palm Beach Gardens, FL 33410 777 Yamato Rd #520 Boca Raton, FL 33487 *Please note my email has changed:* dpeluso@TheKey.com Cell (561) 815-4376 Office (561) 826-9282 TheKey.com [image: TheKey] The information contained in this transmission may contain privileged and confidential information, including patient information protected by federal and state privacy laws. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. On Wed, Oct 8, 2025 at 8:57=E2=80=AFAM Timon Page w= rote: > Good morning Audra > > I do not have the GM QA Call tag available to me. Is this something you > can action or should I? > > Best regards, > * Timon Page * > General Manager, Ontario > *Please note my email address has changed:* > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.com > > > > On Tue, Oct 7, 2025 at 10:21=E2=80=AFAM Audra Williams wrote: > >> Hi Team! >> >> We're launching the new Quality Dashboard soon to give you and leadershi= p >> a clearer picture of the vital work you do. The dashboard tracks key >> activities=E2=80=94Caregiver Intros, Client Follow-Ups, QA Visits, and >> Reassessments=E2=80=94by pulling directly from your Wellsky tags. >> >> The attached Client Activity Checklist is designed to help you easily >> manage and document these tasks by outlining the required activities, du= e >> dates, and the correct Wellsky tag to use. The primary purpose of this t= ool >> is to help CSMs track and document the essential activities you are alre= ady >> performing, ensuring all your efforts are recognized. >> >> We want to be upfront: our initial testing shows low documentation rates >> across offices. This is not a reflection of the work you do. It simply >> reflects that we haven't systematically monitored documentation at this >> level in years, and we recognize how busy you are; we know you dedicate >> significant time and effort to our clients. This dashboard is intended o= nly >> to provide a tool for tracking and auditing so that you receive full cre= dit >> for your hard work. Please review the dashboard daily to ensure your >> documentation is captured. >> >> As always, please reach out to Audra, Tiffany, or Bridgett with any >> questions. We are here to support you. >> >> >> -- >> >> *Audra N. Williams* >> >> Director, Divisional Operations | TheKey >> >> Mobile: 425.757.7027 >> >> >> >> --0000000000001b1ba40640a55838 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-pr