Re: Introducing: Fun Fact Fridays!

From
Mary O'Hagan <mary.ohagan@thekey.com>
To
Jin Yi <jin.yi@thekey.com>
CC
Bridgett Scherer <bscherer@thekey.com>, CSM <CSM@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <regionaldirectors@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Fri, 6 Feb 2026 11:
Folder
INBOX
--000000000000614451064a2ac732 Content-Type: multipart/alternative; boundary="000000000000614450064a2ac731" --000000000000614450064a2ac731 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Love this! The cartoon is the cutest!! This is very helpful information. I appreciate you both. Many thanks, Mary On Fri, Feb 6, 2026 at 10:51=E2=80=AFAM Jin Yi wrote: > I love this so much (and the cartoon)! Great addition to learning more at > TheKey! > > *Jin Yi* > > Client Service Manager | TheKey > > Mobile: 206.310.1701 > > Office: 206.708.1247 (24/7 Intake) > > > On Fri, Feb 6, 2026 at 8:49=E2=80=AFAM Bridgett Scherer > 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 ti= mes >> good refreshers, but will always pertain to something critically importa= nt >> 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 the= y >> 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 R= oom >> 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 p= ick >> 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] >> >>

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