--0000000000001db997061e7b3b7a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you all for joining yesterday=E2=80=99s call. The call was recorded a= nd can be found on the invite for yesterday's call. Here are the key takeaways and action items: 1. New Tableau Folders: We have introduced new folders in Tableau specifically for General Manager reports. - Action Item: Review the General Manager folder and familiarize yourself with all available reports. Please bring any questions or suggestions to our GM calls to help us enhance our reporting tools. 2. New Stalled Client Dashboard: The Stalled Client Dashboard offers an overview of active clients and those currently on hold. It is designed t= o help manage clients at risk of service termination and maintain current documentation for clients on hold.termination and ensuring up-to-date documentation for clients on hold. HERE find the job aid for using this tool. - Action items: Schedule a team meeting to review the expectations for managing clients in =E2=80=9Cat risk,=E2=80=9D =E2=80=9Cstalled,=E2=80= =9D or =E2=80=9Con hold=E2=80=9D statuses. 3. Quality Audits: We conducted a detailed review on performing quality audits. This tool is intended to proactively assess your team's documentation and follow-ups. - Action Items: - Complete audit forms for all new clients weekly on a weekly basis - Review =E2=80=9Csave version=E2=80=9D of care plans with CSM=E2=80=99= s - Evaluate the assignment of tasks for ADL=E2=80=99s and IADL=E2=80=99s= , paying particular attention to using the clock to assign the shifts to tasks= . 4. New OT Management report: Kevin introduced a new report for auditing your team=E2=80=99s OT usage. HERE you will find the report - Action items: Review the report weekly and incorporate discussion into team meetings to manage OT effectively. 5. New General Managers Shared Drive: A new Google shared drive has been created for General Managers. This drive will serve as a central reposit= ory for tools and resources. - Drive Name: General Manager Tools/Resources Please continue to offer suggestions and insights as we strive to provide robust, beneficial, cohort sessions. See you all next week! Tiffany Silton Director, Division Operations * Please note my email has changed: * tsilton@thekey.com (760) 889-2188 TheKey.com [image: TheKey] --0000000000001db997061e7b3b7a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you all for joining yesterday=E2=80=99s call. The call wa= s recorded and can be found on the invite for yesterday's call. He= re are the key takeaways and action items: <span style=3D"font-size:11pt;bac