Re: Enhancing Visibility and Documentation of Your Client Success Efforts

--0000000000005bc07e0640a539c0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning Audra I do not have the GM QA Call tag available to me. Is this something you can action or should I? Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Tue, Oct 7, 2025 at 10:21=E2=80=AFAM Audra Williams = wrote: > 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 > > > > --0000000000005bc07e0640a539c0 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning=C2=A0Audra I do= not have the GM QA Call tag available to me. Is this something you can act= ion or should I?=C2=A0 Best regards, =C2=A0Timon Page General Manager, Ontario Please note my email address has changed: timon.page@theke= y.com Mobile: (437) 223-0841 TheKey.com On Tue, Oct 7, = 2025 at 10:21=E2=80=AFAM Audra Williams audraw@thekey.com wrote: Hi=C2=A0 Team! We're launching the new Quality Dashboard soon to give you and lead= ership a clearer picture of the vital work you do. The dashboard tracks key= activities=E2=80=94Caregiver Intros, Client Follow-Ups, QA Visits, and Rea= ssessments=E2=80=94by pulling directly from your Wellsky tags. The at= tached Client Activity Checklist is designed to help you easily manage and = document these tasks by outlining the required activities, due dates, and t= he correct Wellsky tag to use. The primary purpose of this tool is to help = CSMs track and document the essential activities you are already performing= , ensuring all your efforts are recognized. We want to be upfront: ou= r 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 sy= stematically monitored documentation at this level in years, and we recogni= ze how busy you are; we know you dedicate significant time and effort to ou= r clients. This dashboard is intended only to provide a tool for tracking a= nd auditing so that you receive full credit for your hard work. Please revi= ew the dashboard daily to ensure your documentation is captured. As a= lways, please reach out to Audra, Tiffany, or Bridgett with any questions. = We are here to support you. -- Audra N. Williams Director, Divisional Operat= ions | TheKey Mobile: 425.757.7027 = --0000000000005bc07e0640a539c0--