--000000000000b50a380632e72487 Content-Type: multipart/alternative; boundary="000000000000b50a360632e72486" --000000000000b50a360632e72486 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the great summary, Elizabeth! I'm adding Donny to this thread as well for awareness. On Tue, Apr 15, 2025 at 9:07=E2=80=AFAM wrote: > Good Morning All- > > > > Please see the below updates for the roll out of Lifeguard in Canada. Fro= m > an Accounting and OTC perspective, there are no blockers to taking this n= ew > service offering to market! If there is anything I=E2=80=99ve missed or > misrepresented below, please let me know. > > > > Link to the project plan and all supporting information is here. > > > > > *Key Activities & Action Items for Week Ending 4/18/25:* > > - B2B Agreement with Chris G for review and approval > - Once finalized, Tim will share the finalized agreement for > Clients & LG with impacted operational leaders for review. > - Lifeguard to confirm they will invoice TheKey separately by Canadian > entity/location > - Once confirmed, Coupa stakeholders will meet to discuss workflow > options to accommodate proper audits by CAD GMs > - *Invoices sent by LG to Coupa will hit 500758 - Contractual COGS* > - Appwrap has confirmed the correct placement on the Income > Statement > - Anotte has confirmed the Commodity was created > - Tim working with LG to confirm the reporting/tracking requirements > - Elizabeth to coordinate working sessions with various internal > stakeholders to align in the source & reporting systems needed resp= ectively > > > > > > *Decisions & Workflow:* > > - Clients invoiced for services alongside Caregiving services will not > be invoiced an itemized/unique expense or invoice. Instead, the bill r= ate > will be increased. > - Clients invoiced for just the technology subscription will be > invoiced an Expense, which will hit Expense Revenue. > - The description of the billable expense will be =E2=80=9CLifeGuar= d Care=E2=80=9D > or =E2=80=9CLifeguard Care Pro=E2=80=9D, > - Accounting is aware of how to review this and make manual > adjustments to revenue as appropriate > - Once the volume for that manual work justifies an enhancement CI > will support a NetSuite enhancement workshop to automate the proces= s > - Clients will be tagged in ClearCare and NetSuite, according to the > below matrix approved by Tim & Accounting > - This is dependent on the New Client Audit supported by Jeannie=E2= =80=99s > team. The customer must have the appropriate contracts and tags. > > > > Receiving Caregiving Services > > Using Lifeguard System Only (No Billable Caregiving Services) > > Lifeguard Care (Wifi Sensing) =E2=80=93* Tag=3D* *LGuard Tier 2* > > Lifeguard Pro (Wifi Sensing) =E2=80=93* Tag=3D LGuard Tier 4* > > Lifeguard Care (Wifi Sensing + Fall Detection) =E2=80=93* Tag=3D LGuard T= ier 1* > > Lifeguard Pro (Wifi Sensing + Fall Detection) =E2=80=93* Tag=3D LGuard Ti= er 3* > > > > >