--000000000000429960064a2b37fd Content-Type: multipart/alternative; boundary="00000000000042995e064a2b37fc" --00000000000042995e064a2b37fc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks On Fri, Feb 6, 2026 at 9:33=E2=80=AFAM Alejandra Aparicio wrote: > Thank you! > > Alejandra Aparicio > > Client Success Manager- Santa Barbara| TheKey > > Mobile: 805-696-0486 > > Main office: 805-845-2755 > > > > > > On Fri, Feb 6, 2026 at 9:26=E2=80=AFAM Bre Marshall wrote: > >> This is great. And I love the nod to Lady Whistledown from Bridgerton!! >> >> Best Regards, >> Bre Marshall, MPH >> Client Success Manager >> >> >> On Fri, Feb 6, 2026 at 12:16=E2=80=AFPM Rachel Sims >> wrote: >> >>> Love this >>> On Fri, Feb 6, 2026 at 11:12=E2=80=AFAM Roxanne Escorpiso >>> wrote: >>> >>>> This is awesome! Looking forward to more! >>>> >>>> Thank you. >>>> >>>> Roxanne Escorpiso >>>> Client Success Manager >>>> * Please note my email has changed: * >>>> rescorpiso@thekey.com >>>> >>>> (972) 626-6813 >>>> >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Fri, Feb 6, 2026 at 11:10=E2=80=AFAM Kim Pryor = wrote: >>>> >>>>> Thank you for the reminders, LOVE this FFF =E2=9D=A4=EF=B8=8F=E2=9D= =A4=EF=B8=8F=E2=9D=A4=EF=B8=8F Looking forward to >>>>> more =E2=98=BA=EF=B8=8F >>>>> >>>>> 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 in= tended >>>>> only for the person(s) or entity/entities to which it is addressed an= d may >>>>> contain confidential and/or privileged material. Any review, >>>>> re-transmission, dissemination or other use of, or taking of any acti= on in >>>>> reliance upon, this information by persons or entities other than the >>>>> intended recipient(s) is prohibited. If you received this in error, p= lease >>>>> contact the sender and delete the material from any computer. >>>>> >>>>> >>>>> >>>>> On Fri, Feb 6, 2026 at 10:49=E2=80=AFAM Bridgett Scherer >>>>> wrote: >>>>> >>>>>> Hi all! >>>>>> >>>>>> Welcome to Audra & Bee's first Fun Fact Friday! These are intended t= o >>>>>> be short, helpful tips to make your jobs (and lives) more efficient = as a >>>>>> Client Success Manager! Sometimes they will be new updates, and othe= r times >>>>>> good refreshers, but will always pertain to something critically imp= ortant >>>>>> 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 they are clocking out, but they also will not generate an= y >>>>>> client care notes. These notes are required for Long Term Care Insur= ance >>>>>> reimbursement, but also feed into the daily care logs that clients l= ook for >>>>>> in the Family Room 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 *sup= er >>>>>> 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 c= an pick >>>>>> 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] >>>>>> >>>>>> You want your task list to look something like this: the yellow >>>>>> highlighted number indicates that your tasks are actively attached t= o >>>>>> shifts and visible to caregivers. When attaching tasks to shifts, yo= u can >>>>>> select which days the tasks should be present for. For example, if y= our >>>>>> client only receives a shower on Monday and Thursday, you can select= those >>>>>> days specifically to avoid redundant or unapplicable tasks. The blue >>>>>> highlighted section is actually a free text box, where you can add s= pecific >>>>>> instructions for tasks unique to your clients! >>>>>> >>>>>> [image: image.png] >>>>>> >>>>>> >>>>>> Please make sure that you are reviewing your ADL and IADL tasks for >>>>>> all clients, both new and existing. It is critical that we have acti= ve ADL >>>>>> and IADL tasks assigned for all of our clients, to be sure that care= givers >>>>>> know exactly what is expected of them during their shifts! As always= , if >>>>>> you have any questions about this process, please don't hesitate to = reach >>>>>> out to Audra or myself - your National Quality Team - and we will be= happy >>>>>> to grab time with you to go over the process! Tune in ne