Re: CSM Job description

From
Teresa Heit <teresa.heit@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 21 Aug 2025 11:30:40 -0500
Folder
INBOX
--000000000000cdb23a063ce29cef Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I don't think it's an issue at all. Just have her sign one here in the office or put it through to HR? Also I was trying to filter down the Referral Account Momentum Report to find my priority zip codes and my location isn't listed. On Thu, Aug 21, 2025 at 11:11=E2=80=AFAM Timothy Thomas wro= te: > Do you see that being an issue for Shandy? We've already got her salary > approved so shouldn't cause any issues. > > On Thu, Aug 21, 2025 at 11:51=E2=80=AFAM Teresa Heit > wrote: > >> Hey Tim, >> >> Below was the response from Amanda regarding Shandy having the job >> description as CSM RN. So we will need hers to be a regular CSM... >> >> The concern is not that your Client Success Manager happens to be an RN, >> but rather how her job description and personnel record are documented. = If >> the signed job description includes nursing functions (e.g., nursing >> assessments, delegation, medication oversight), then from a compliance >> perspective it would imply to the state surveyor that your agency is >> operating outside the scope of its Class B license. During a survey, the >> Kansas Department for Aging and Disability Services (KDADS) will review >> personnel files, including job descriptions. A description that referenc= es >> nursing tasks could be interpreted as evidence that the agency is provid= ing >> nursing services=E2=80=94even if those functions are not being performed= in >> practice. >> >> >> >> -- >> *Teresa Heit* >> *Administrator* >> *(O) 913-663-5000* >> *(C) 913-961-3130* >> >> >> [image: TheKey] >> > --000000000000cdb23a063ce29cef Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I don&#39;t think it&#39;s an issue at all. Just have her = sign one here in the office or put it through to HR? Als= o I was trying to filter down the Referral Account Momentum Report to find = my priority zip codes and my location isn&#39;t listed. On Thu, Aug 21, 2025 at 11:11=E2=80=AFAM Timothy Thomas &lt; tt@thekey.com &gt; wrote: Do you see that bei= ng an issue for Shandy? We&#39;ve already got her salary approved so should= n&#39;t cause any issues. On Thu, Aug 21, 2025 at 11:51=E2=80=AFAM Teresa He= it &lt; teresa.h= eit@thekey.com &gt; wrote: Hey Tim,=C2=A0 Below was the response from Amanda regarding Shandy having the job descrip= tion as CSM RN. So we will need hers to be a regular CSM... The concern is not that your Client Success Manager happens to be= an RN, but rather how her job description and personnel record are documen= ted. If the signed job description includes nursing functions (e.g., nursin= g assessments, delegation, medication oversight), then from a compliance pe= rspective it would imply to the state surveyor that your agency is operatin= g outside the scope of its Class B license. During a survey, the Kansas Dep= artment for Aging and Disability Services (KDADS) will review