Re: Pricing Increase Implementation

From
Benjamin Lewis <benjamin.lewis@thekey.com>
To
Angie Markwell <angie.markwell@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 4 Jan 2023 20:26:25 -0800
Folder
INBOX
We are conducting a larger price increase per Tad, so I am planning to
include these in that exercise so we can get all of the letters out in one
swoop. I am finalizing that timing with Tad currently.

On Wed, Jan 4, 2023 at 8:11 PM Angie Markwell <angie.markwell@thekey.com>
wrote:

> Hey Ben - let Tim and I know if you need anything please.
>
> On Wed, Jan 4, 2023 at 9:35 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Ben,
>>
>> I'm following up on the price increase letters for Mavencare clients. We
>> would like to push this increase out ASAP.
>>
>> Thank you,
>> Tim
>>
>> On Mon, Dec 19, 2022 at 4:27 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Ben,
>>>
>>> We would like to proceed with the suggested price increases for
>>> Mavencare clients. Could you please draft the letters with an effective
>>> date of January 9th?
>>>
>>> Thank you
>>> Tim
>>>
>>> On Tue, Dec 6, 2022 at 12:11 AM Benjamin Lewis <
>>> benjamin.lewis@thekey.com> wrote:
>>>
>>>> These are the two clients I did not see an increase for in the data.
>>>> Let me know if there are exceptions, though:
>>>>
>>>> Client Name
>>>> Kitty Chiu
>>>> Rita King
>>>> I have attached a proposed list of rate increases for the clients I
>>>> could find that were tagged in the Mavencare acquisition in Clearcare. The
>>>> methodology was to increase the rates that are lower than market/on lower
>>>> margins with a higher percentage. Let me know your thoughts/if the
>>>> population is larger than what I have included.
>>>>
>>>> On Mon, Dec 5, 2022 at 8:34 AM Benjamin Lewis <
>>>> benjamin.lewis@thekey.com> wrote:
>>>>
>>>>> I will audit Canada and provide the Mavencare data today to you.
>>>>> Apologies. Angie has been doing her part trying to get this through, but it
>>>>> lies on me.
>>>>>
>>>>> On Mon, Dec 5, 2022 at 8:30 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Hi Ben,
>>>>>>
>>>>>> Following up on this increase audit for Canada. Also any news on the
>>>>>> price increase data for Mavencare clients?
>>>>>>
>>>>>> Thank you
>>>>>> Tim
>>>>>>
>>>>>> On Tue, Nov 29, 2022 at 6:56 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Ben,
>>>>>>>
>>>>>>> Was Canada included in the audit?
>>>>>>>
>>>>>>> On Tue, Nov 29, 2022 at 2:03 AM Benjamin Lewis <
>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hello all,
>>>>>>>>
>>>>>>>> See attached for the clients who I do not show have been
>>>>>>>> implemented as of 11/21's rates. Let me know if you have any questions.
>>>>>>>>
>>>>>>>> On Mon, Nov 28, 2022 at 8:16 AM Benjamin Lewis <
>>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Yes, I will produce that and distribute today.
>>>>>>>>>
>>>>>>>>> On Mon, Nov 28, 2022 at 8:01 AM Melissa Reyes <
>>>>>>>>> melissa.reyes@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Ben,
>>>>>>>>>>
>>>>>>>>>> Can we get an updated report ran to ensure all rate changes have
>>>>>>>>>> been captured?
>>>>>>>>>>
>>>>>>>>>> Thank you,
>>>>>>>>>> Melissa
>>>>>>>>>>
>>>>>>>>>> On Wed, Nov 16, 2022 at 7:21 AM Tricia Strite <tstrite@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Thank you. the NE area has been updated.
>>>>>>>>>>>
>>>>>>>>>>> On Mon, Nov 14, 2022 at 6:15 PM Benjamin Lewis <
>>>>>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Hello all,
>>>>>>>>>>>>
>>>>>>>>>>>> Thank you for your continued support here. To help ensure there
>>>>>>>>>>>> isn't any gap in implementation, I pulled the rate information from last
>>>>>>>>>>>> week for those clients that should have an effective date of 11/7. In the
>>>>>>>>>>>> attached, I have done my best to help call out any potential issues.
>>>>>>>>>>>>
>>>>>>>>>>>> From a high-level, I broke out the clients into 4 categories. 2
>>>>>>>>>>>> require no action (Increase Applied and Deactivated) as I either see the
>>>>>>>>>>>> clients have the rates updated correctly or the client deactivated prior to
>>>>>>>>>>>> the end of the week. The other two require your team's attention:
>>>>>>>>>>>>
>>>>>>>>>>>> *No Increase Applied - represents the clients who do not show
>>>>>>>>>>>> an increase to their rate.*
>>>>>>>>>>>> *No Rates - The client did not have any hours billed, and
>>>>>>>>>>>> therefore are unable to be confirmed.*
>>>>>>>>>>>>
>>>>>>>>>>>> Row Labels Increase Applied No Increase Applied No Rates
>>>>>>>>>>>> Deactivated Grand Total
>>>>>>>>>>>> N East 92 43 38 11 184
>>>>>>>>>>>> Northwest 107 32 19 26 184
>>>>>>>>>>>> S East 123 18 6 16 163
>>>>>>>>>>>> Southwest 120 86 29 28 263
>>>>>>>>>>>> Grand Total 442 179 92 81 794
>>>>>>>>>>>> I have included tabs in the attachment that include the
>>>>>>>>>>>> specific clients for each of these two groups. While doing some quality
>>>>>>>>>>>> checks on the data, I do see that some of these clients were updated today
>>>>>>>>>>>> (and all data I have is as of 11/13), so no action is needed in those
>>>>>>>>>>>> cases. But mainly want to make sure that your teams are reviewing clients
>>>>>>>>>>>> who had communication go out and might not have been caught yet for the
>>>>>>>>>>>> week of 11/7.
>>>>>>>>>>>>
>>>>>>>>>>>> Please reach out with any questions.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Wed, Nov 2, 2022 at 9:36 PM Benjamin Lewis <
>>>>>>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Hi all,
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thank you to everyone for all of the help with responding to
>>>>>>>>>>>>> the various inquiries I have received back from clients after emails and
>>>>>>>>>>>>> letters were distributed (and for the help with the ones I'm sure I didn't
>>>>>>>>>>>>> hear about).
>>>>>>>>>>>>>
>>>>>>>>>>>>> We are approaching the implementation date of the rates, so I
>>>>>>>>>>>>> want to ensure all teams are on track to get rates updated in Clearcare and
>>>>>>>>>>>>> to provide an adjustment to effective dates that was made to a small
>>>>>>>>>>>>> portion of letters.
>>>>>>>>>>>>>
>>>>>>>>>>>>> In the tracking spreadsheet here:
>>>>>>>>>>>>> https://docs.google.com/spreadsheets/d/1KAYFq0_tNk1oWUL9Y-ZPS0wxglB2iwxK3WL2nxY7gjk/edit#gid=1683091659
>>>>>>>>>>>>>
>>>>>>>>>>>>> I have updated *column A* with a column for you and your
>>>>>>>>>>>>> teams to indicate clients where exceptions were made to retain the client
>>>>>>>>>>>>> after letters and emails went out. Please mark those clients with a 'x'.
>>>>>>>>>>>>>
>>>>>>>>>>>>> *Column B *has been updated with the *effective date
>>>>>>>>>>>>> communicated to the clients*. There are a few cases *where
>>>>>>>>>>>>> there was no email to send the letter to or emails that kicked back as
>>>>>>>>>>>>> undeliverable the effective date of those cases were changed to 11/21 to
>>>>>>>>>>>>> allow for proper mailing time per our legal team. *I have
>>>>>>>>>>>>> called out those clients specifically with an updated effective date in
>>>>>>>>>>>>> column B, or you can reference who they are in this folder:
>>>>>>>>>>>>> https://drive.google.com/drive/folders/1XabDMOXw2yYYocEHxLrSUyT6M90lH1R2?usp=sharing
>>>>>>>>>>>>>
>>>>>>>>>>>>> I am updating the other folder of PDFs to remove this
>>>>>>>>>>>>> population to avoid confusion, but please don't hesitate to reach out if
>>>>>>>>>>>>> you want to confirm any of the rates/effective dates/etc.
>>>>>>>>>>>>>
>>>>>>>>>>>>> As I mentioned in our meetings, I do encourage you to continue
>>>>>>>>>>>>> to communicate these rate changes to any important clients in the
>>>>>>>>>>>>> population. While I can confirm all communication has gone out, you never
>>>>>>>>>>>>> know if emails go to spam or letters are accidentally tossed for some
>>>>>>>>>>>>> individuals.
>>>>>>>>>>>>>
>>>>>>>>>>>>> Again, please reach out with any questions/issues and thank
>>>>>>>>>>>>> you for all of your collaboration on this.
>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>> --
>>>>>>>>>>>>> Ben Lewis
>>>>>>>>>>>>> Director, Analytics and Reporting
>>>>>>>>>>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>>>>>>>>>>> (858) 945-4975
>>>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> Tricia Strite
>>>>>>>>>>> Regional Staffing Team Manager
>>>>>>>>>>> The Key of MD/DC/VA
>>>>>>>>>>> Office: 301-228-2200
>>>>>>>>>>> Direct: 301-514-1345
>>>>>>>>>>> Fax: 301-654-1387
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>> *Melissa Reyes*
>>>>>>>>>> Head of Southwest Division(916)743-0530
>>>>>>>>>>
>>>>>>>>> --
>>>>>>> Tim Thomas
>>>>>>> Head of Canada Division
>>>>>>> *Please note my email has changed:*
>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>> (514) 591-9387
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>
>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>> (514) 591-9387
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>> (514) 591-9387
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>

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