This is a multipart message in MIME format. ------=_NextPart_000_018D_01DAFE0D.D2FBACB0 Content-Type: multipart/related; boundary="----=_NextPart_001_018E_01DAFE0D.D2FBACB0" ------=_NextPart_001_018E_01DAFE0D.D2FBACB0 Content-Type: multipart/alternative; boundary="----=_NextPart_002_018F_01DAFE0D.D2FBACB0" ------=_NextPart_002_018F_01DAFE0D.D2FBACB0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim and Chad, =20 Thank you for meeting with us today. I=E2=80=99ve summarized notes and = action items below, but please let me know if there is anything I have = missed. =20 Action Items: * Kristy to connect with Accounting regarding billing item type on the = back end * Jeannie to create tracking systems for these client populations * Tim T to share Lifeguard client with instillation scheduled this week = with Kristy, Jeannie, and Laszlo upon official start of services =20 Notes: * Lifeguard Program: * Subscription based pre-home care and wellness support systems * Utilizes remote monitoring sensors to track and transfer data into = wellness insights.=20 * RN partnership to develop wellness plans and share insights gathered=20 * Currently offered free of charge to existing TheKey clients * Available to all Canada TheKey locations * Billing: * Clients will be added to ClearCare as normal * Standard new client onboarding process =E2=80=93 CCA/PAD required * Client profiles in ClearCare to be set up to include tax * Clients directly billed monthly subscription fee of $800 * Full subscription and recurring cycle to begin upon client onboarding * No prorated billing required for mid-month starts * A monthly recurring shift added in ClearCare with a caregiver = =E2=80=98Lifeguard=E2=80=99 to be finalized and billed in line with = standard billing cadence each week * Currently no set up costs =E2=80=93 set up cost process to be reviewed = in depth if/when they become applicable=20 * 1 new client with installation of remote sensors scheduled for the = week of 9/2 =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: Timothy Thomas =20 Sent: Friday, August 30, 2024 8:06 AM To: Kristy Poyner Cc: Laszlo Kovacs ; Chad Everitt = ; Audra Williams ; Jeannie = Ortiz Subject: Re: Lifeguard Clients =20 Yes, please see attached =20 On Thu, Aug 29, 2024 at 10:49=E2=80=AFAM > wrote: Good morning Everyone, =20 Thank you for looping me in here, Laszlo. I've also looped in Jeannie = Ortiz for visibility of this new client population from a client = onboarding perspective. =20 @Timothy Thomas as discussed in GChat I have = scheduled time to align on Tuesday 9/2/24. In the meantime, if there are = any contracts or documents outlining the billing requirements, could you = please send them over? I=E2=80=99d appreciate the opportunity to review = them in advance to gain a better understanding of the program before our = meeting. =20 Looking forward to connecting. =20 =20 Thank you, Kristy Poyner Billing Man