Re: Enhancing Visibility and Documentation of Your Client Success Efforts

From
Yusnelis Lescano <yusnelis.lescano@thekey.com>
To
Kim Pryor <kpryor@thekey.com>
CC
Audra Williams <audraw@thekey.com>, CSM <CSM@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>
Date
2025-10-07 14:57:26
Folder
INBOX
--0000000000004a6965064096242b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! Much appreciated On Tue, Oct 7, 2025 at 11:15=E2=80=AFAM Kim Pryor wrote= : > Thank you =E2=98=BA=EF=B8=8F, this is very helpful!!! > > Be Blessed, > Kim Pryor > Client Care Success Manager > TheKey of Rockwall,Texas > kpryor@thekey.com > > > 972-722-7833 (Office) > 469-714-9902 (Mobile) > > > > Champions of Aging Well > > www.TheKey.com > > > The information transmitted (including attachments) is covered by the > Electronic Communications Privacy Act, 18 U.S.C. 2510-2521, and is intend= ed > only for the person(s) or entity/entities to which it is addressed and ma= y > contain confidential and/or privileged material. Any review, > re-transmission, dissemination or other use of, or taking of any action i= n > reliance upon, this information by persons or entities other than the > intended recipient(s) is prohibited. If you received this in error, pleas= e > contact the sender and delete the material from any computer. > > > > On Tue, Oct 7, 2025 at 9:20=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 >> >> >> >> --0000000000004a6965064096242b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! Much=C2=A0appreciated On Tue, Oct 7, 2025 at 11:15=E2=80=AFAM Kim Pryor &lt; kpryor@thekey.com &gt; wrote: Thank you =E2=98=

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