--0000000000001f2160064092442d Content-Type: multipart/alternative; boundary="0000000000001f215f064092442b" --0000000000001f215f064092442b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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: 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 only to provide a tool for tracking and auditing so that you receive full credit 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. --=20 *Audra N. Williams* Director, Divisional Operations | TheKey Mobile: 425.757.7027 --0000000000001f215f064092442b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi=C2=A0 Team! We're launching= the new Quality Dashboard soon to give you and leadership a clearer pictur= e of the vital work you do. The dashboard tracks key activities=E2=80=94Car= egiver Intros, Client Follow-Ups, QA Visits, and Reassessments=E2=80=94by p= ulling 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 tool is to help CSMs track and document= the essential activities you are already performing, ensuring all your eff= orts are recognized. We want to be upfront: our initial testing shows= low documentation rates across offices. This is not a reflection of the wo= rk 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 dashboa= rd is intended only to provide a tool for tracking and auditing so that you= receive full credit 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 quest