Re: Enhancing Visibility and Documentation of Your Client Success Efforts

--00000000000032ccee064093097f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you =E2=98=BA=EF=B8=8F, this is very helpful!!! Be Blessed, Kim Pryor Client Care Success Manager TheKey of Rockwall,Texas kpryor@thekey.com 972-722-7833 (Office) 469-714-9902 (Mobile) Champions of Aging Well www.TheKey.com The information transmitted (including attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521, and is intended only for the person(s) or entity/entities to which it is addressed and may contain confidential and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient(s) is prohibited. If you received this in error, please contact the sender and delete the material from any computer. On Tue, Oct 7, 2025 at 9:20=E2=80=AFAM Audra Williams w= rote: > 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 > > > > --00000000000032ccee064093097f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you =E2=98=BA=EF=B8=8F, this is very helpful!!! Be Blessed, Kim Pryor Client= Care Success Manager TheKey of Rockwall,Texas kpryor@thekey.com 972-722-7833 (Office) 46= 9-714-9902 (Mobile) Champions of Aging Well www.TheKey.com The information tr= ansmitted (including attachments) is covered by the Electronic Communicatio= ns Privacy Act, 18 U.S.C. 2510-2521, and is intended only for the person(s)= or entity/entities to which it is addressed and may co