Daniel and Susan Pfau

From
Will Reid <wreid@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 15 May 2025 15:06:02 -0400
Folder
INBOX
--00000000000005675f0635315c10 Content-Type: text/plain; charset="UTF-8" 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 of $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, which 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 approve invoices pertaining to care for herself. The family is asking us to combine 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 being 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 --00000000000005675f0635315c10 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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 being billed differently. With that said, this will impact two = separate=C2=A0keys in our bonus structure- Tier 1 count and billed hours. (= Susan has been a client for 31 days, so the retention Key=C2=A0 should hold= up in May) I&#39;d like the team to still receive bonus credit in those ot= her two areas. Can you help with that? While this may not impact May&#39;s = bonus, as our numbers are still rebounding from being down in the short ter= m. I expect us to bounce right back with a strong Q3. Thanks, Will Reid Partner | TheKey Mob= ile: 513.707.2304 --00000000000005675f0635315c10--

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