Action Required: ADL/IADL Universal Task Alignment – WellSky Clean Up Project

From
Tiffany Silton <tsilton@thekey.com>
To
Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>
CC
Shadi Gholizadeh <shadi@thekey.com>, Megan Harris <megan.harris@thekey.com>, Audra Williams <audraw@thekey.com>, "Bridgett Scherer (Bee)" <bscherer@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>, Cheryl Logan <cheryl.logan@thekey.com>
Date
Fri, 13 Feb 2026 15:02:14 -0800
Folder
INBOX
--0000000000001f72b8064abc99b1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, First and foremost, thank you for your partnership in reviewing and updating your agency=E2=80=99s match criteria. We are officially closing th= at review window and submitting all updates to the Data Team for configuration. Your quick turnaround and thoughtful input were greatly appreciated and will help drive consistency across the organization. As part of our broader *WellSky Clean Up Project*, we are excited to roll out another universal enhancement across all URLs: Universal ADL & IADL Caregiver Tasks + Instructions To support greater staffing consistency, clearer caregiver expectations, and improved care plan visibility in the field, we are standardizing: - *ADL (Activities of Daily Living) tasks* - *IADL (Instrumental Activities of Daily Living) tasks* - Associated *caregiver instructions* *HERE * You will find attached a spreadsheet outlining the new universal task library and caregiver instructions. What This Means for Your Location - In most instances, the new universal ADL/IADL task library will replace what currently exists in your URL. - This update will not impact any existing care plans or active tasks. - The purpose of this alignment is to create standardized caregiver task visibility, enable stronger system functionality, and reduce inconsistencies across locations. Action Required If there are: - State-mandated regulatory requirements - Location-specific compliance language - Unique operational needs Please document those on *Tab 3 =E2=80=93 =E2=80=9CExceptions=E2=80=9D* in = the spreadsheet. If no exceptions are submitted, we will proceed with adding the universal ADL and IADL task set to your URL as part of this alignment initiative. This work is foundational to enabling stronger staffing practices, improving caregiver app visibility, and supporting future automation and AI-enabled workflows within WellSky. Thank you again for your continued partnership in driving standardization and operational excellence across our system. Tiffany Silton Director, Division Operations tsilton@thekey.com (760) 889-2188 TheKey.com [image: TheKey] --000000000000

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