--000000000000d8bb8d0620da58a5 Content-Type: multipart/alternative; boundary="000000000000d8bb8c0620da58a4" --000000000000d8bb8c0620da58a4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, all. Please feel free to add me to the meeting next week. Chad *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: TheKey] On Thu, Aug 29, 2024 at 10:49=E2=80=AFAM wrote: > Good morning Everyone, > > > > 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 onboardi= ng > perspective. > > > > @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 plea= se > 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. > > > > Looking forward to connecting. > > > > > > Thank you, > > *Kristy Poyner* > > Billing Manager > > Kristy.Poyner@thekey.com > > [image: TheKey] > > > > *From:* Timothy Thomas > *Sent:* Thursday, August 29, 2024 9:04 AM > *To:* Laszlo Kovacs > *Cc:* Chad Everitt ; Audra Williams audraw@thekey.com>; kristy.poyner@thekey.com > *Subject:* Re: Lifeguard Clients > > > > Thanks Las. > > > > Kristy could we set up a meeting on this asap? Feel free to drop a meetin= g > in my calendar at your convenience. > > > > On Wed, Aug 28, 2024 at 5:53=E2=80=AFPM Laszlo Kovacs > wrote: > > Thanks for pulling me in here, Chad. > > > > Currently the only recurring subscription model customer base is billed > through/for CareTree. I=E2=80=99d suggest we have an alignment call with = Kristy > from the billing team so we can make sure we decide on a process that wor= ks > out the gates instead of having to pivot in production and under the gun. > > > > *From:* Chad Everitt > *Sent:* Wednesday, August 28, 2024 1:28 PM > *To:* Timothy Thomas ; Laszlo Kovacs laszlo.kovacs@thekey.com> > *Cc:* Audra Williams > *Subject:* Re: Lifeguard Clients > > > > Looping in +Laszlo Kovacs to assist with the > below request. > > > > *Chad Everitt* > > President- East Division & Canada > > Mobile: 202.262.8318 > > [image: Image removed by sender. TheKey] > > > > > > On Tue, Aug 27, 2024 at 12:42=E2=80=AFPM Timothy Thomas w= rote: > > Hi Audra, > > > > I need to know how to handle Lifeguard leads in SF. Especially when it > comes time to convert them to clients. Do we want them in wellsky? Is tha= t > how we will invoice our monthly subscription dues? Perhaps for ease of us= e > we create a Lifeguard Caregiver in CC and assign them to the schedule on > the sign up date and make one shift for the full monthly fees, > recurring monthly? > > > > We have a pre-care client coming on board shortly. > > > > Thanks > > -- > > *Tim Thomas* > > Head of Midwest & Canada Divisions | *TheKey* > > Mobile: 514.591.9387 > > >