Re: Introducing: Fun Fact Fridays!

--000000000000d0827f064a2a992f Content-Type: multipart/alternative; boundary="000000000000d0827e064a2a992e" --000000000000d0827e064a2a992e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 tim= es > good refreshers, but will always pertain to something critically importan= t > 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 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 Ro= om > 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 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 to > shifts and visible to caregivers. When attaching tasks to shifts, you can > select which days the tasks should be present for. For example, if your > client only receives a shower on Monday and Thursday, you can select thos= e > days specifically to avoid redundant or unapplicable tasks. The blue > highlighted section is actually a free text box, where you can add specif= ic > 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 active ADL an= d > IADL tasks assigned for all of our clients, to be sure that caregivers kn= ow > 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 next week for another = *Fun > Fact Friday!* > > [image: image.png] > > > Bee Scherer > > Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > --000000000000d0827e064a2a992e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I love this so much (and the cartoon)! Great addition to = learning more at TheKey! Jin Yi Client Service Manager |=C2=A0= TheKey Mobile: 206.310.170= 1 Office: =C2=A0206.708.1247 (24/7 Intake) On Fri, Feb 6, 2026 at 8:49=E2=80= =AFAM Bridgett Scherer < bscherer@= thekey.com > wrote: Hi all! Welcome to Audra & = Bee's first=C2=A0Fun Fact Friday! These are intended to be short, helpf= ul tips to make your jobs (and lives) more efficient=C2=A0as a Client Succe= ss Manager! Sometimes they will be new updates, and other times good refres= hers, but will always pertain to something critically important to your rol= e! This week's FFF is all about=C2=A0 ADL= and IADL Tasks! Did you know.... = =C2=A0If 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 m= eans that not only will your caregivers not see the tasks when they are clo= cking out, but they also will not generate any client care notes. These not= es are required for Long Term Care Insurance reimbursement, but also feed i= nto the daily care logs that clients look for in the Family Room App. When = tasks are not assigned to shifts, they will look like this: L= uckily for you, dear reader, attaching your tasks to shifts is super sim= ple ! All you have=C2=A0to do is click on the clock on the right hand si= de, and select which shifts the tasks should be assigned to. You can pick s= elect shifts for tasks that don't apply to every shift, or select &quot= ;All" to apply that task to every scheduled shift: You w= ant your task list to look something like this: the yellow highlighted numb= er indicates that your tasks are actively attached to shifts and visible to= caregivers. When attaching tasks to shifts, you can select which days the = tasks should be present for. For example, if your client