This is a multipart message in MIME format. ------=_NextPart_000_0330_01DAF9F8.C71E0550 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0331_01DAF9F8.C71E2C60" ------=_NextPart_001_0331_01DAF9F8.C71E2C60 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable 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 Manager Kristy.Poyner@thekey.com=20 =20 =20 From: Timothy Thomas =20 Sent: Thursday, August 29, 2024 9:04 AM To: Laszlo Kovacs Cc: Chad Everitt ; Audra Williams = ; kristy.poyner@thekey.com Subject: Re: Lifeguard Clients =20 Thanks Las. =20 Kristy could we set up a meeting on this asap? Feel free to drop a = meeting in my calendar at your convenience. =20 On Wed, Aug 28, 2024 at 5:53=E2=80=AFPM Laszlo Kovacs = > wrote: Thanks for pulling me in here, Chad. =20 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 works out the gates instead of having to pivot in production and = under the gun.=20 =20 From: Chad Everitt >=20 Sent: Wednesday, August 28, 2024 1:28 PM To: Timothy Thomas >; Laszlo = Kovacs > Cc: Audra Williams > Subject: Re: Lifeguard Clients =20 Looping in +Laszlo Kovacs to assist = with the below request. =20 Chad Everitt President- East Division & Canada Mobile: 202.262.8318 =20 =20 =20 On Tue, Aug 27, 2024 at 12:42=E2=80=AFPM Timothy Thomas > wrote: Hi Audra, =20 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 = that how we will invoice our monthly subscription dues? Perhaps for ease = of use 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?=20 =20 We have a pre-care client coming on board shortly. =20 Thanks --=20 Tim Thomas Head of Midwest & Canada Divisions | TheKey Mobile: 514.591.9387 =20 =20 =20 ------=_NextPart_001_0331_01DAF9F8.C71E2C60 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4