Weekly Quality Update 11/24-12/2
- From
- Bridgett Scherer <bscherer@thekey.com>
- To
- Shadi Gholizadeh <shadi@thekey.com>, Emily Kraeter <emily.russell@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Audra Williams <audraw@thekey.com>, Mansi Mehta <mmehta@thekey.com>, Tiffany Silton <tsilton@thekey.com>
- CC
- Megan Harris <megan.harris@thekey.com>, Phil Chanda <phil.chanda@thekey.com>, Megan Edusada <megan.edusada@thekey.com>, Regional Directors <regionaldirectors@thekey.com>
- Date
- ue, 2 Dec 2025 12:
- Folder
- INBOX
📎 image.png; image.png
Hello Leadership Team,
Below you will find your weekly highlights for the last 2 weeks of 11/24 -
12/1. This is a high-level overview of Client Experience Alerts, Medallia,
and TheKey Match. Ultimately once the Quality Dashboard is live, we will be
looking to add these details into Version 2 will include data into which we
can drill down per site.
Medallia Overview:
Invitations Sent (all surveys): 786
Responses (all surveys): 54
Total Response rate: 8.4%
Opt Outs: 0.3%
*please note, we discovered and corrected an issue in our invitation file
yesterday (12/1) that prevented records from being sent last week. Several
records were sent to catch up and our response rate is considerably lower
than prior weeks. We expect this to correct next week.
Detractors Received: 8
Open (Needs Action):
In Progress: 2
Resolved: 1
Northeast: 1
Greater LA: 1
Southeast: 2
Texas Arizona: 1
Bay Area: 2
Canada: 1
Weekly Detractor Themes:
-
Communication continues to be a pain point for clients. One client
reports that communication has seriously deteriorated since their prior
contact left the organization, stating they have to call for schedule
updates, have a revolving door of caregivers, and are sent unprepared
caregivers.
-
Caregiver phone usage
Weekly NPS scores:
[image: image.png]
Weekly CG Pulse Results:
[image: image.png]
Invitations Sent: 184
Surveys Delivered: 152
Responses: 17
Total Response rate: 11.2%
Detractors (<3): 0
Weekly CSM Pulse Survey Results:
*No Responses - invitation file issue*
Weekly CEA Overview:
Total submitted this week: 10
Bay Area: 6
Pacific NW: 1
Northeast: 3
Breakdown of Reasons Submitted:
Total CEAs Still Open + Requiring Action
(since launch on 9/29): 28
Care Quality/Service Concern: 2
Communication/Responsiveness Issue: 3
Schedule/Staffing Issue: 5
Bay Area - 9
Milwaukee - 1
Litchfield - 1
Texas & Arizona - 2
Northern Virginia - 1
Central LA - 1
Roanoke - 2
Pacific Northwest - 5
Greater SD - 1
Annapolis - 1
Wellesley - 1
Centennial - 1
Broward County - 1
Central NJ - 1
Clients Not Started: 2
Clients Lost: 2
C-P-E Profile Updates:
-
We are currently sitting at 87% completion for missing profiles since Go
Live.
-
Seattle currently holds the top spot with 28 missing profiles, followed
closely by the Bay Area with 23, and then Fairfax with 18.
Friendly Reminders
-
Severity levels are ranked from 1 (most severe) to 4 (least severe).
-
A profile is required for all new clients and must be updated during
reassessments or whenever there is a change in condition.
-
Only one C-P-E designation per client should be visible, if an update is
made please remove the prior one.
-
If you need support or have any questions please reach out to Megan
Harris or Amy Harris
Link to missing C-P-E profiles since Go Live - HERE
<https://docs.google.com/spreadsheets/d/1KwPnL9dBofV8sxSISPdFZ4B_7OG-a6IDtpZjacITnhs/edit?usp=sharing>
Updates, Next Steps and Support
-
The CEA Dashboard reports have been updated to show more details and
provide easier access to site-specific records. Link to the Dashboard
HERE
<https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01Z7V000000dMwPUAU/view?queryScope=userFolders>
-
Please have GMs review any Open CEAs for their location and provide
details on resolution and Close.
-
As a reminder - we’d love to hear about the Client Service WINS in CEAs
as well as the areas of opportunity.
-
The CSM Pulse Survey logic was updated to the new process starting last
Monday (11/24). More information can be found HERE
<https://docs.google.com/document/d/1bHdEBn-6OaUGsupPB8fuyB7jki8THYeXNyYFrutCKqc/edit?tab=t.3q23sgm2xd61#heading=h.qwpplr48vcya>
Sincerely,
The Clinical and Quality Team
Bridgett Scherer
Director, Client Experience | TheKey
Mobile: 425.429.1064
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