RE: Lifeguard Project Status- Week Ending 5/9/25

This is a multipart message in MIME format. ------=_NextPart_000_06D9_01DBBF7E.19C24C30 Content-Type: multipart/related; boundary="----=_NextPart_001_06DA_01DBBF7E.19C24C30" ------=_NextPart_001_06DA_01DBBF7E.19C24C30 Content-Type: multipart/alternative; boundary="----=_NextPart_002_06DB_01DBBF7E.19C24C30" ------=_NextPart_002_06DB_01DBBF7E.19C24C30 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Troy- =20 Umesh has been invited to all the meetings regarding Lifeguard and was = able to attend all but the last one. I responded to the request to = evaluate additional use cases but have not heard back, email attached = here. @Umesh Shah can we flush this out by = email? I am happy to schedule additional time but want to avoid = duplicating meetings if that=E2=80=99s feasible.=20 =20 Also, Troy, is this something you also would like to attend or are you = just looking for sign off from Umesh?=20 =20 =20 Kind regards- =20 Elizabeth Clark Director | TheKey Mobile: 619.822.4855 =20 =20 From: Troy Riha =20 Sent: Wednesday, May 7, 2025 5:05 PM To: eclark@thekey.com Cc: Timothy Thomas ; Katherine Cope = ; Lyndsey Organ ; = Anotte Francois ; adriana.mendez@thekey.com; = Kristy Poyner ; Joey Taylor = ; Michelle Schefter = ; Frank Liu ; Audra = Williams ; Monica Johnston ; = Renee Drobek ; Tala Barakat = ; Sara Stuhlsatz ; = Jeannie Ortiz ; Lito Delapena = ; Donny Deshotels = ; Laszlo Kovacs ; = natalie.cahoone@thekey.com; Alyson Rohane ; = Umesh Shah ; Geraldine Nath = ; Kevin Murray Subject: Re: Lifeguard Project Status- Week Ending 5/9/25 =20 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. =20 Thank you =20 On Tue, May 6, 2025 at 5:51=E2=80=AFPM Troy Riha > wrote: =20 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 that impacts invoicing, as well as undeposited funds for = accounting, and then CareScout). =20 =20 Do we already have a Mock up of what we want the invoices to look like = when there is and is not caregiver service? =20 =20 =20 =20 =20 =20 On Mon, May 5, 2025 at 6:02=E2=80=AFAM > wrote: Good Morning- =20 Please see the below updates for the roll out of Lifeguard in Canada. If = there is anything I=E2=80=99ve missed or misrepresented below, please = let me know. =20 Link to the project plan and all supporting information is here. = =20 =20 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