Start of Care Handbook

Welcome to TheKey

The care you need in the place you love.

This page is your digital Start of Care Handbook. Move between sections to learn who’s on your care team, what to expect in your first 90 days, how to use our apps, and how to share feedback so we can keep care working well for you.

Start of Care Handbook

What this handbook covers

Your Start of Care Handbook is divided into a few key sections so you and your family can easily find what you need. The content here mirrors the print version but is designed to be easy to read on any device.

Table of Contents

  • Welcome to TheKey – Who’s who on your care team, office hours, and contact information.
  • Your First 90 Days of Care – What to expect in Days 1–30, 31–60, and 61–90, including what is typical and what isn’t.
  • Feedback – How to share your experience and partner with us to improve care.
  • Family Room App – How to log in and see schedules, shift notes, care plans, and contact info.
  • Versapay – Frequently asked questions about our billing software and payments.
  • Medallia – FAQs about our client survey platform and how often you’ll hear from us.
Welcome

Welcome to TheKey

Starting care at home is a significant step. Whether it’s a proactive choice or a response to sudden change, we’re honored to be part of your journey. We’re here to make the transition as seamless and supportive as possible.

This guide outlines who we are, what to expect in your first 90 days, how we communicate, and how we partner with you to ensure care is working at every step.

Who’s Who at TheKey · Meet Your Care Team

You're not just receiving care—you’re backed by a full team of professionals committed to your experience. When you begin care with TheKey, you’re supported by more than just a caregiver. Behind the scenes is a thoughtfully coordinated team working to ensure every aspect of your experience is smooth, responsive, and personalized.

Your Client Success Manager is , and they can be reached at during normal business hours, 9am–5pm. For after-hours and weekend support, please call our office line at . Any calls made directly to your CSM during after hours and weekends may not be answered or returned until the following business day.

Your Care Team Roles

  • Client Success Manager (CSM) – Your primary point of contact and personal advocate. The CSM oversees your care journey from start to finish, coordinating services, adjusting care plans, and checking in regularly to keep things aligned with your evolving needs.
  • Caregiver Manager (CGM) – Leads the scheduling and oversight of your caregiver team, ensuring each caregiver is properly briefed, supported, and aligned with your preferences, routines, and goals.
  • Caregiver – Carefully selected, trained, and supported. Caregivers are matched to your needs based on skills as well as personality and communication style. Using our Balanced Care Method®, they support mind, body, and spirit so care is safe, reliable, and enriching.
  • General Manager – Oversees local operations to ensure your care team is well-supported, responsive, and operating at the highest standards.
  • Executive Leadership at TheKey – A national leadership group with deep expertise in home care, home health, hospice, quality assurance, operations, compliance, and caregiver support. Our CEO, Chris Gerard, has more than 30 years of experience in home health, hospice, and personal care and is committed to advancing high-quality, person-centered care.

Office Hours & After-Hours Service

TheKey provides private home care services 24 hours a day, 7 days a week. Our office hours are Monday through Friday from 9:00am–5:00pm, using a main line that is answered 24/7. During business hours, calls are handled by Staffing Specialists; after hours, holidays, and weekends by our highly trained after-hours support team.

This team can triage your call and contact the appropriate local team member for any service-related emergencies requiring immediate attention. Your call will be returned within 30 minutes if urgent; otherwise, a message will be taken and returned the next business day.

Our services are non-medical. For medical, police, or fire emergencies, always call 911.

Your Care Plan

Your plan of care is written by a nurse/Client Success Manager in collaboration with you, your family, and others involved in your care. A copy stays in the home and another is uploaded to your electronic record. Caregivers see their tasks in a secure app where they document duties performed and how you are doing.

Caregivers follow tasks assigned by the nurse and can only work within their scope of practice (e.g., personal care, mobility support, meal preparation, light housekeeping, accompaniment to appointments). They may remind you about medications but cannot make medication decisions.

Beyond basic tasks, caregivers may garden with you, play cards, read the newspaper, or provide companionship. We also offer specialty programs like the Balanced Care Method® and Cognitive Therapies for keeping the mind sharp.

If there’s a task you’d like help with, talk with your Client Success Manager so we can review it and update your care plan if appropriate.

First 90 Days

Your First 90 Days of Care

Care evolves over time. To make it easier to understand what’s normal and what’s not, we think about your first 90 days in three phases: Days 1–30, 31–60, and 61–90.

Watch a quick overview of what to expect in your first 90 days of care with TheKey.

Days 1–30

Building the Foundation

Getting to know you & your routines
  • Care plan customization – We start with your documented plan and adjust as we learn what works best for you.
  • Adjustment period – It takes time to build trust and get used to someone new in your home.
  • Caregiver consistency – You may see a few new faces early on while we build the strongest possible care team.
  • Frequent check-ins – Your CSM checks in, and you may receive early Medallia surveys so we can refine your care.
  • Occasional substitutions – Illness or emergencies may require caregiver changes; our local and on-call teams coordinate coverage.
Days 31–60

Building Consistency

Refining the fit & routines
  • Greater continuity – Core caregivers are more consistent and familiar with your needs and home.
  • Care plan refinements – We update routines, safety measures, and enrichment activities based on how things are going.
  • Ongoing contact – Your CSM continues to check in to ensure care is meeting expectations.
  • Problem-solving, not perfection – If something isn’t quite right, we use this period to adjust and improve.
Days 61–90

Strengthening What Works

Personalizing & planning ahead
  • Stable care team – Core caregiver(s) should feel familiar and well-integrated into your daily life.
  • Proactive updates – We review your care plan for changes in health, preferences, or routines, and add safeguards or enrichment as needed.
  • Looking ahead – Your CSM may talk with you and your family about upcoming travel, potential changes in hours, or health-related planning.

Not Typical — Please Let Us Know If You Experience:

  • Care that feels rushed, transactional, or purely task-based rather than attentive and human.
  • Caregivers spending excessive time on their phones unrelated to your care (beyond required app use for schedules and notes).
  • Infrequent or unclear communication from your care team.
  • Feeling like you have to manage your own schedule or coverage.
  • Caregivers arriving unfamiliar with your care needs or care plan.
  • Delayed responses to urgent needs, especially when contacting our on-call team.

If anything isn’t meeting your expectations, please reach out to your CSM or local office. We want to resolve concerns quickly and ensure your care is exactly what it should be.

Feedback

Your Voice Matters & Makes a Difference

Great care is built on partnership. We actively seek your input so we can refine what’s working and fix what’s not. Feedback helps us identify training needs, improve responsiveness, and recognize excellent caregivers and staff.

How We Collect Feedback

  • Direct check-ins from your CSM – You’ll hear from your CSM regularly, especially early in care. Use this time to share updates, preferences, or concerns in real time.
  • Medallia surveys – You’ll receive brief email surveys from Medallia, our secure third-party feedback platform. These may focus on your overall experience or specific visits and interactions.

Your responses are reviewed by your local office and national Operations and Quality teams. They directly shape how we care for you and other families.

Ongoing Support & Communication

You will have phone, text, and email access to your Client Success Manager during working hours. They are your primary contact for every aspect of your care, including billing questions, caregiver feedback, or schedule changes. Our on-call team supports off hours, overnights, and weekends— because care doesn’t stop at 5pm.

Prefer a certain communication style or cadence? Let us know—we’ll adapt. If you’re unsure how to reach your CSM, you can email quality@thekey.com and we’ll connect you.

Family Room

Family Room App

You and your family members or trusted points of contact will be enrolled into WellSky’s Family Room Portal, which provides real-time information about your care, including:

  • Real-time schedule updates
  • Daily caregiver shift notes
  • Up-to-date care plans
  • Contact information for your local office team

At the start of service, you and your CSM will decide who should be signed up for Family Room. Those individuals will receive an email invitation with login instructions.

Logging In

  1. Open the confirmation email from TheKey / WellSky Family Room.
  2. Click the secure login link in the message.
  3. Enter your email and password and click Login.

Once logged in, you’ll see the latest updates, schedules, and other information about your or your loved one’s care.

Billing

Versapay · Frequently Asked Questions

Versapay is our online billing portal. You can still pay without using the portal, but Versapay makes it easy to view invoices, pay online, and enroll in AutoPay if you choose.

Do I have to use Versapay to pay?

No. You’re encouraged to use the portal, but it’s optional. You can also provide a payment method directly to your local office via a payment authorization form, or log in to Versapay to store a payment method and enroll in AutoPay.

What is AutoPay?

AutoPay means we automatically debit your chosen payment method two days after we email your invoice. This gives you time to review the invoice and contact billing or your local office if you see anything that doesn’t look right, while helping keep your account up to date.

How do I set up AutoPay or add a payment method for one-time payments?

Once logged in, you can click Sign Up for AutoPay or use Add Bank Account / Add Card to store a payment method. You can choose whether AutoPay covers your entire outstanding balance or only new invoices going forward.

How do I view and pay open invoices?

In the portal, go to the Invoices page, select Open Items and choose the date range. You can check boxes to select specific invoices or use “Pay All” to pay everything that’s open.

Can I cancel AutoPay?

AutoPay can be turned off by your billing representative. You can still change which bank account or card is used as often as you’d like.

How do I dispute an invoice if I disagree with a charge or fee?

When viewing the invoice in Versapay, scroll to the bottom and select New Comment / Open Dispute. Explain why the invoice is incorrect and click Comment to save. This pauses AutoPay for that invoice and alerts the billing team.

Can I send a question to billing without disputing an invoice?

Yes. Use Send a Comment at the top of your screen to send non-dispute questions or notes. This does not stop AutoPay, so please use the dispute option if you need to pause payment for a specific invoice.

Can I add other people so they can receive or pay invoices?

Yes. In your user profile, go to Users, select Add User, choose a role, and send the invitation. Additional users will get their own secure login and can help review and pay invoices.

How do I log in or reset my password?

You’ll receive an invite email from Versapay when your first invoice is generated. The preferred browser is Google Chrome. If you ever need to reset your password, you can use the “Forgot password” link from the Versapay login page.

Surveys

Medallia · Feedback Surveys

Medallia is TheKey’s client survey platform. We send periodic surveys so we can understand how we’re doing, what we could do better, and where things are working well.

When You Might Receive a Survey

  • Start of care (around day 14)
  • Billing feedback (around day 30 and every 60 days thereafter)
  • Ongoing follow-up (around day 60 and every 90 days thereafter)
  • At the end of care

Surveys are short and simple, but incredibly valuable. Your responses help us celebrate great care, coach where needed, and keep improving experiences for every family.

Have feedback about the survey program itself? You can contact our Quality team at medallia-support@thekey.com.

This Is Just the Beginning

With over 20 years of experience providing in-home care, we know what it takes to deliver excellence not just once, but every day. Our approach is proactive, personalized, and grounded in clinical insight, communication, and consistency.

We’re here to support your goals, respect your routines, and adapt as your needs evolve. If something isn’t working, we’ll fix it. If something could be better, we want to know. Great care isn’t just what we do—it’s who we are.

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