--000000000000289410063494accc Content-Type: multipart/alternative; boundary="00000000000028940f063494accb" --00000000000028940f063494accb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Adding @Melissa Reyes for visibility. Best, On Wed, May 7, 2025 at 5:05=E2=80=AFPM Troy Riha wro= te: > Elizabeth, can you organize a design session with Umesh to go through all > the user cases for Lifeguard, we need to relook at the billing design as > well as ensure we have the design aligned for payments and reconciliation > to Lifeguard. FYI Umesh is going on PTO May 21 so ideally we can try to > ensure design is complete prior to then. > > Thank you > > On Tue, May 6, 2025 at 5:51=E2=80=AFPM Troy Riha w= rote: > >> >> FYI - There is No capacity in May to take on additional development >> projects for NetSuite, we can discuss prioritization later in the month = as >> we look beyond the current month. (Current focus is AOB and ValueCare t= hat >> impacts invoicing, as well as undeposited funds for accounting, and the= n >> CareScout). >> >> Do we already have a Mock up of what we want the invoices to look like >> when there is and is not caregiver service? >> >> >> >> >> >> On Mon, May 5, 2025 at 6:02=E2=80=AFAM wrote: >> >>> Good Morning- >>> >>> >>> >>> Please see the below updates for the roll out of Lifeguard in Canada. I= f >>> there is anything I=E2=80=99ve missed or misrepresented below, please l= et me know. >>> >>> >>> >>> Link to the project plan and all supporting information is here. >>> >>> >>> >>> >>> *Key Activities & Action Items for Week Ending 5/9/25:* >>> >>> In our go-live prep meeting on 5/2 with the local team last week we >>> learned the LG service must be taxed when invoiced to customers. As we >>> intended to bill clients for this service using the Billable Expenses i= n >>> CC, which are not taxable, we had to adjust our approach to invoicing f= or >>> this service as a stand alone offering (for clients not also receiving >>> Caregiving services). An Intake has been submitted to IT requesting the >>> below changes. We will look to those that lead prioritization/enhanceme= nt >>> meetings to ensure this is approved and an ETA is communicated to this >>> group accordingly. >>> >>> >>> >>> - IT Intake Summary: >>> >>> >>> - Update Invoice Creation logic to remove punch times when the CG = =3D >>> Lifeguard >>> - Add the Bill Rate Name to the Invoice Description for LG >>> Services Only (again conceptually, when CG name =3D Lifeguard) >>> - We understand the solution design is ultimately with IT, >>> these were the ideas proposed in our meeting. >>> >>> >>> >>> >>> >>> >>> >>> *Notes & Recording from 5/2/25 Meeting* >>> >>> [image: Document]Notes by Gemini >>> >>> >>> [image: Video]Recording >>> >>> >>> >>> >>> >>> >>> *Outstanding Action Items:* >>> >>> - B2B Agreement has been fully executed >>> - *Tim- * can you please forward copies of the >>> finalized B2B and Client Contracts? >>> - *Tim- * wor