Re: Daniel and Susan Pfau

From
Will Reid <wreid@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Tue, 27 May 2025 08:52:27 -0400
Folder
INBOX
--0000000000000c189d06361d8a29 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Tim, Did you get any feedback yet? Thanks, *Will Reid* Partner | TheKey Mobile: 513.707.2304 On Thu, May 15, 2025 at 3:06=E2=80=AFPM Will Reid wrote: > Tim, > > Here are the details for Daniel and Susan Pfau that we discussed today. > > We have had Dan Pfau as a 24/7 client since July of 2021. He has a rate o= f > $40 per hour. In May, Ann Pfau (daughter), asked us to add Susan, Dan's > wife, to the services after she started displaying dementia symptoms, whi= ch > she is in complete denial of. We created a new client as the corporate > process dictates for Susan Pfau at a rate of $5 per hour. > > The payer is Bessemer Trust. They just told us that Susan will not approv= e > invoices pertaining to care for herself. The family is asking us to combi= ne > her rate with Dan's and bill it all under one invoice, which we can do. > There is no change to the total revenue billed each month, it is just bei= ng > billed differently. With that said, this will impact two separate keys in > our bonus structure- Tier 1 count and billed hours. (Susan has been a > client for 31 days, so the retention Key should hold up in May) I'd like > the team to still receive bonus credit in those other two areas. Can you > help with that? While this may not impact May's bonus, as our numbers are > still rebounding from being down in the short term. I expect us to bounce > right back with a strong Q3. > > Thanks, > > > *Will Reid* > > Partner | TheKey > > Mobile: 513.707.2304 > > > > --0000000000000c189d06361d8a29 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Tim, Did you get any feedback yet? Thanks, Will Reid Partner | TheKey Mobil= e: 513.707.2304 On Thu, May 15, 2025 at 3:06=E2= =80=AFPM Will Reid &lt; wreid@thekey.com= &gt; wrote: = Tim, Here are the detai= ls for Daniel and Susan Pfau that we discussed today. We have had Dan Pfau as a 24/7 client since July of 2021. He has a rate= of $40 per hour. In May, Ann Pfau (daughter), asked us to add Susan, Dan&#= 39;s wife, to the services after she started displaying dementia symptoms, = which she is in complete=C2=A0denial of. We created a new client as the cor= porate process dictates for Susan Pfau at a rate of $5 per hour. = The payer is Bessemer Trust. They just told us that Susan wi= ll not approve invoices pertaining to care for herself. The family is askin= g us to combine her rate with Dan&#39;s an

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