Re: Enhancing Visibility and Documentation of Your Client Success Efforts

--0000000000007225750640965fca Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you very much appreciated. Roxanne Escorpiso Client Success Manager * Please note my email has changed: * rescorpiso@thekey.com (972) 626-6813 TheKey.com [image: TheKey] On Tue, Oct 7, 2025 at 9:20=E2=80=AFAM Audra Williams w= rote: > 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 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, due > dates, and the correct Wellsky tag to use. The primary purpose of this to= ol > is to help CSMs track and document the essential activities you are alrea= dy > 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 on= ly > to provide a tool for tracking and auditing so that you receive full cred= it > 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 > > > > --0000000000007225750640965fca Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you very much appreciated.=C2=A0 Roxanne Escorpiso Client Success Manager <font style=3D"font-size:14px;font-family:Arial,Helvetica,sans-serif;f= ont-weight:bold;lin