Re: Enhancing Visibility and Documentation of Your Client Success Efforts

From
Laura Horval <lhorval@thekey.com>
To
Dawn Peluso <dpeluso@thekey.com>
CC
Timon Page <timon.page@thekey.com>, Audra Williams <audraw@thekey.com>, CSM <CSM@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>
Date
Wed, 8 Oct 2025 09:23:10 -0400
Folder
INBOX
--000000000000a2a1ab0640a59681 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Cincinnati as well- thank you! On Wed, Oct 8, 2025 at 9:05=E2=80=AFAM Dawn Peluso wro= te: > 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 = wrote: > >> 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 >>> leadership a clearer picture of the vital work you do. The dashboard tr= acks >>> 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, d= ue >>> dates, and the correct Wellsky tag to use. The primary purpose of this = tool >>> is to help CSMs track and document the essential activities you are alr= eady >>> performing, ensuring all your efforts are recognized. >>> >>> We want to be upfront: our initial testing shows low documentation rate= s >>> 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 = only >>> to provide a tool for tracking and auditing so that you receive full cr= edit >>> 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. >>> >>> >>> -- >>> >>> *Audr

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