I can access this, but there is no option to download and sort it out.
Unless Im missing something here.
On Wed, Aug 16, 2023 at 12:43 PM Timothy Thomas <tt@thekey.com> wrote:
> You can't access the Analytics portal report?
>
> On Wed, Aug 16, 2023 at 2:33 PM Chuck Terlesky <cterlesky@thekey.com>
> wrote:
>
>> I can't see that you can download the report, making it a bit difficult
>> to sort through and take action.
>>
>> On Wed, Aug 16, 2023 at 12:17 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> FYI
>>>
>>> ---------- Forwarded message ---------
>>> From: Aileen Ruffin <aruffin@thekey.com>
>>> Date: Wed, Aug 16, 2023 at 1:52 PM
>>> Subject: UPDATE: CG Daily Visit Surveys
>>> To:
>>> Cc: Shadi Gholizadeh <shadi@thekey.com>, Tiffany Silton <
>>> tsilton@thekey.com>, Audra Williams <audraw@thekey.com>, Angie Markwell
>>> <angie.markwell@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>,
>>> Chen Xie <chen@thekey.com>
>>>
>>>
>>> Hi Regional Directors,
>>>
>>>
>>> Sending a friendly reminder and update: The CG daily shift surveys
>>> should be used as a tool for Regional Caregiver Ambassadors; the report can
>>> be pulled via* A**n**alytics Portal > Mobile Apps > Caregiver Shift
>>> Details* (filter for your region and update date span).
>>>
>>>
>>> Teams are doing a great job and the number of 'not good, bad' surveys
>>> are very low --- about 1 in 100. We wanted to bring awareness that the
>>> reporting feature changed (no longer an auto push but should be retrieved
>>> via AP).
>>>
>>>
>>> If you need to share the call to action process -- please share Caregiver
>>> Daily Visit Survey Follow-Up
>>> <https://docs.google.com/presentation/d/17uF0OZwf_QUe9175dvG2Pylu87Lx3NuGPQzrV3hbaQ0/edit?usp=sharing> with
>>> your team.
>>>
>>>
>>> Caregivers reporting 'Not Good' or 'Bad' experience should be attended
>>> to. A repeat of 'Not Good' or 'Bad' experience two or more times should be
>>> addressed following the Regional Leader steps (attached).
>>>
>>>
>>> *Additional recommendation:*
>>>
>>> *If we look at the patterns of scores and comments, we can divide these
>>> into three categories. Please feel free to utilize this as a guide by
>>> placing caregiver names (middle column below) next to the category best fit
>>> (first column) and proceed with following the recommended strategy (third
>>> column).*
>>>
>>>
>>> *Category* Caregiver’s who may fit this description from your report Recommended
>>> Strategy
>>> Caregiver-Skills Focused: Caregiver is likely a strong caregiver who
>>> needs coaching or support for this particular client (e.g., caregiver never
>>> had our in-house dementia training; caregiver needs hoyer lift training) (within
>>> 24 hours) Involve the Caregiver Ambassador to provide either in-person
>>> support or virtual coaching. Topics may include
>>>
>>> Please update the care plan appropriately and do this collaboratively
>>> with the caregiver.
>>> Caregiver-Fit Focused:
>>> The client may be a poor fit for this caregiver (e.g., client requires
>>> physical assistance beyond what the caregiver can reasonably provide).
>>>
>>>
>>> Evaluate if the caregiver is otherwise a strong caregiver (re-assign to
>>> a different client with a note not to match with this client again) or a
>>> caregiver who should not be matched with any clients. (within 24 hours)
>>> Involve the Staffing team and Client Success Manager to evaluate if the
>>> care plan truly reflects the client’s needs and what aspects of the match
>>> may be problematic. If re-assigning, make sure appropriate documentation is
>>> completed so the same challenges don’t repeat.
>>> Client-Focused:
>>> The client’s status may have changed, condition may be progressing, or
>>> there may be other environmental needs that necessitate office involvement
>>> (e.g., client is suddenly more agitated or experiencing new symptoms) (within
>>> 24 hours) Involve the Client Success Manager to complete a QA visit to
>>> better understand the situation and evaluate if changes need to be made to
>>> staffing, shifts, or the care plan.
>>>
>>>
>>> Please feel free to reach out to our Service Training team for guidance
>>> or support.
>>>
>>>
>>> [BCC Regional Directors]
>>>
>>>
>>> Thank you
>>> --
>>> Aileen Ruffin
>>> Head of Service Quality
>>> Please note my email has changed:
>>> aruffin@thekey.com <https://brand.thekey.com/esg/aruffin@thekey.com>
>>> Direct: (408) 669-5645
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <tt@thekey.com>
>>> (514) 591-9387
>>> TheKey.ca <https://www.thekey.ca/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>>
>> --
>> Chuck Terlesky B.A., CCPE
>> General Manager/Regional Caregiver Ambassador for Canada
>>
>> 403-301-3777
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>
--
Chuck Terlesky B.A., CCPE
General Manager/Regional Caregiver Ambassador for Canada
403-301-3777
TheKey.ca <https://thekey.ca/>
[image: TheKey]