Re: ClearCare/Wellsky Tag Clean-Up Action Required

From
Laura Horval <lhorval@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Will Reid <wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2025-01-03 11:07:38
Folder
INBOX
Thank you! I am able to tag Deupree clients again :) I appreciate your help.

On Fri, Jan 3, 2025 at 10:43 AM Audra Williams <audraw@thekey.com> wrote:

> Good morning!  I have gone in and updated the profile tags myself. I am
> asking the support team to review and update the activity tags.
>
> Thanks!
>
> On Fri, Jan 3, 2025 at 5:44 AM Will Reid <wreid@thekey.com> wrote:
>
>> Audra,
>> Can we get an update on this please.
>>
>> Thanks
>>
>>
>> Will Reid
>> Partner
>> * Please note my email has changed: *
>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>> 513-707-2304
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Thu, Jan 2, 2025 at 1:07 PM Laura Horval <lhorval@thekey.com> wrote:
>>
>>> Good Afternoon,
>>>
>>> I just wanted to circle back on this...I am still unable to tag certain
>>> clients. Did all of the tags get deleted?
>>>
>>> On Mon, Dec 23, 2024 at 11:02 AM Laura Horval <lhorval@thekey.com>
>>> wrote:
>>>
>>>> Good Morning Audra,
>>>>
>>>> I am noticing that some of the tags we had opted to keep are no longer
>>>> showing up under profile tag options. Did they all get deleted? Or did I
>>>> make an error on my end? I was trying to tag a new client of mine under
>>>> "Deupree House" and that is no longer an option. Please advise- thank you!
>>>>
>>>> On Tue, Dec 17, 2024 at 2:55 PM Audra Williams <audraw@thekey.com>
>>>> wrote:
>>>>
>>>>> Awesome, thanks for the update! Let me know if you missed any and I am
>>>>> happy to have those added!!
>>>>>
>>>>> Best,
>>>>>
>>>>> On Tue, Dec 17, 2024 at 11:20 AM Laura Horval <lhorval@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Good Afternoon,
>>>>>>
>>>>>> Cincinnati is also up to date- thank you!
>>>>>>
>>>>>> On Tue, Dec 17, 2024 at 1:32 PM Steve Sudberry <ssudberry@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Laura,
>>>>>>>
>>>>>>> Cleveland is updated, how about Cincinnati?  Please let Audra know
>>>>>>> as soon as possible.
>>>>>>>
>>>>>>> Thanks
>>>>>>> Steve Sudberry
>>>>>>> General Manager
>>>>>>>
>>>>>>> ssudberry@thekey.com
>>>>>>> <https://brand.thekey.com/esg/ssudberry@thekey.com>
>>>>>>> (513) 227-8521
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Dec 17, 2024 at 12:53 PM Audra Williams <audraw@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi All!
>>>>>>>>
>>>>>>>> I wanted to check back in to see if we were good to go with this?
>>>>>>>>
>>>>>>>> Thanks!
>>>>>>>>
>>>>>>>> On Fri, Dec 13, 2024 at 12:56 PM Audra Williams <audraw@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hello Team,
>>>>>>>>>
>>>>>>>>> We are currently conducting a tag clean-up in Wellsky to
>>>>>>>>> streamline and standardize our tagging system. As part of this process, the
>>>>>>>>> team will deactivate all existing tags and will be adding back
>>>>>>>>> universal tags to be used across the organization.  Deactivated
>>>>>>>>> tags will NOT be deleted and you can still run reports with them.
>>>>>>>>>
>>>>>>>>> We understand that each agency may have specific tags essential
>>>>>>>>> for your workflows. I have attached a list of the previous tags and ask
>>>>>>>>> that you review it and mark the checkbox for any tags that are
>>>>>>>>> necessary for your agency’s operations. I have placed the
>>>>>>>>> Universal tags on the side so that you can easily reference those.  Once
>>>>>>>>> identified, we’ll ensure these are promptly added back to your URLs.
>>>>>>>>>   In an attempt not to add another meeting to your calendar, I
>>>>>>>>> have sent this email, but if you need to meet, I am happy to do so!
>>>>>>>>>
>>>>>>>>> Please have this completed by *EOD Tuesday, December 17th*.
>>>>>>>>> Please reply to this email once complete.
>>>>>>>>>
>>>>>>>>> Thank you for your cooperation in helping us improve our system’s
>>>>>>>>> efficiency!
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> https://docs.google.com/spreadsheets/d/1LzSJFQraKkZsc3CxLZVIbwqUN2mD8Xcb/edit?usp=sharing&ouid=116103448754908893534&rtpof=true&sd=true
>>>>>>>>> Best,
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Audra Williams
>>>>>>>>> Director, Divisional Operations
>>>>>>>>> (425) 757-7027
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Audra Williams
>>>>>>>> Director, Divisional Operations
>>>>>>>> (425) 757-7027
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>
>>>>>
>>>>> --
>>>>> Audra Williams
>>>>> Director, Divisional Operations
>>>>> (425) 757-7027
>>>>> TheKey.com <https://www.thekey.com/>
>>>>>
>>>>>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>
>
> --
> Audra Williams
> Director, Divisional Operations
> (425) 757-7027
> TheKey.com <https://www.thekey.com/>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>

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