Re: Montreal Medallia Note follow up

From
Monica Johnston <johnstonm@thekey.com>
To
Aileen Ruffin <aruffin@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Audra Williams <audraw@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>
Date
Mon, 28 Oct 2024 16:46:13 -0700
Folder
INBOX
--0000000000000ebb6d062592150c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sorry for the delay in response but I just wanted to validate the data with you before we make the code change to the integration view. I see 322 active clients in Canada as of today and only 14 of them have the French tag. It also looks like there are about 1,770 active caregivers and 294 have the French tag. Do those numbers sound right? Just want to make sure we are picking up the right tag. Thanks, Monica On Mon, Oct 21, 2024 at 11:24=E2=80=AFAM Aileen Ruffin = wrote: > Hi Monica! > > Tim and I connected and confirmed clients and caregivers who need to be > blocked from receiving surveys. The tag is: =E2=80=9CFrench speaking=E2= =80=9D. > > Good to go, thank you! > > > On Thu, Sep 26, 2024 at 2:45=E2=80=AFPM Monica Johnston > wrote: > >> Ok great! Just let us know when you are done with the tagging. >> >> On Wed, Sep 25, 2024 at 5:25=E2=80=AFAM Timothy Thomas w= rote: >> >>> We can include caregivers as they are also tagged by language. >>> >>> On Tue, Sep 24, 2024 at 7:57=E2=80=AFPM Monica Johnston >>> wrote: >>> >>>> Tim / Aileen, >>>> >>>> Will the same be done for caregivers as well? Or should we continue to >>>> exclude all of Montreal agency from the caregiver surveys. >>>> >>>> Thanks, >>>> Monica >>>> >>>> On Fri, Sep 20, 2024 at 3:46=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> I=E2=80=99ll have the team tag the French speaking clients. I=E2=80= =99ll confirm back >>>>> once it=E2=80=99s completed and confirm the exact tag. >>>>> >>>>> Thank you! >>>>> >>>>> On Fri, Sep 20, 2024 at 6:41=E2=80=AFPM Monica Johnston >>>>> wrote: >>>>> >>>>>> There is a wellsky profile tag for French speaking clients. We could >>>>>> add that to the logic to exclude those with that tag but it will tak= e some >>>>>> development time (1-2 weeks). >>>>>> >>>>>> On Fri, Sep 20, 2024 at 3:28=E2=80=AFPM Aileen Ruffin >>>>>> wrote: >>>>>> >>>>>>> Hi Audra, I am not sure how systems can detect English speaking >>>>>>> only clients in system -- @Monica Johnston i= s >>>>>>> there a way to block surveys if a tag exists? or another workaround= is to >>>>>>> uncheck primary for the nonEnglish speaking clients under contacts = in >>>>>>> Wellsky for a hard stop/block. >>>>>>> >>>>>>> Open to hearing what "lift" field/Audra and Monica prefers to see >>>>>>> how it will allow the system to automatically work vs manual adjust= ments. >>>>>>> >>>>>>> Thank you! >>>>>>> >>>>>>> On Fri, Sep 20, 2024 at 5:03=E2=80=AFPM Audra Williams >>>>>>> wrote: >>>>>>> >>>>>>>> Thanks, Aileen! >>>>>>>> >>>>>>>> I believe that we want it sent to only our English speaking client= s >>>>>>>> in Montreal. >>>>>>>> >>>>>>>> Is this a possibility? >>>>>>>> >>>>>>>> Audra Williams >>>>>>>> Director, Divisional Operations >>>>>>>> (425) 757-7027 >>>>>>>> TheKey.com >>>>>>>> >>>>>>>> >>>>>>>> [image: TheKey] >>>>>>>> >>>>>>>> >>>>>>>> On Fri, Sep 20, 2024 at 2:29=E2=80=AFPM Aile

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