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
Open the confirmation email from TheKey / WellSky Family Room.
Click the secure login link in the message.
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.