--000000000000757d600625a7495e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Tim, September Wins Caregiver Revenue 1,225,277 1. 8.5 % over Forecast 2. 94.8 % of Goal Billable Hours 29,060 1. 6.4 % over Forecast 2. 94.4 % of Goal 15 Starts of Care - 6 Tier 1 clients; 3 Tier 2; 2 Tier 3; 4 Tier 4 13 Client Stops - 4 Tier 1 clients; 2 Tier 2; 1 Tier 2; 4 Tier 4 Challenges: CGM resigned Gross Margin 45.4% - 96.6 % 0f Forecast - 97.6 % of Goal October Wins Caregiver Revenue Projected 1,263,080 1. 5.3% over Forecast 2. 93.3 % of Goal Billable Hours Projected 28,464 1. 98.1 % of Forecast 2. 88.2 % of Goal 8 Starts of Care (10/1 - 10/25) - 2 Tier 1 clients; 3 Tier 2 ; 0 Tier 3; 3 Tier 4 11 Client Stops - 2 Tier 1; 3 Tier 2; 1 Tier 3; 5 Tier 4 Challenges Caregiver Margin Forecast is 47% Both months Margin is our biggest challenge. Working with the team to price correctly so that we can increase caregiver margin. Weekly Deep Dive client by client review of bill rate and pay rate. Determining which clients we can increase prior to annual price change. Challenging CSMs to sell 24/7 care to include 16 hours of OT. Thanks, Diane On Tue, Oct 29, 2024 at 1:43=E2=80=AFPM Timothy Thomas wrot= e: > Hi Team, > > As we prepare for our upcoming monthly operations review, I need your > input to ensure we accurately represent each location=E2=80=99s performan= ce. Please > provide a concise list of your key Opportunities (Wins) and Challenges > (Losses) for September and October. > > =E2=80=A2 Opportunities (Wins): Highlight specific achievements that posi= tively > impacted your operations. > =E2=80=A2 Challenges (Losses): Specify any issues faced, along with your = current > corrective measures or action plans to address them. > > Please keep each bullet point clear and succinct, and send your updates b= y > lunchtime tomorrow. Your insights are crucial for an effective review, so= I > appreciate your prompt response. > > Thanks > > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --000000000000757d600625a7495e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Tim, September Wins Caregiver=C2=A0Revenue 1,225,27= 7 8.5 % over Forecast 94.8 % of Goal Billable Hours 29,060 6.4 % over Foreca= st 94.4 % of Goal 15 Starts of Care - 6 Tier 1 = clients; 3 Tier 2; 2 Tier 3; 4 Tier 4 13 Client Stops -=C2=A0 =C2= =A04 Tier 1 clients;=C2=A0 2 Tier 2;=C2=A0 1 Tier 2; 4=C2=A0 Tier 4 Challenges: CGM resigned Gross Margin= 45.4%=C2=A0 =C2=A0 96.6 % 0f Forecast 97.6 % of = Goal October Wins Caregiver Revenue Projected 1,263,080= 5.3% over Forecast 93.3 % of Goal= Billable Hours Projected 28,464 98.1 % of Forecast 88.2 % of Goal 8 Starts of Care (10/1 - 10/25) - 2 Tier 1 clients; 3 Tier 2 ; 0 Ti= er 3; 3 Tier 4 11 Client Stops - 2 Tier 1; 3 Tier 2; 1 Tier 3; 5 = Tier 4 Challenges Caregiver Margin Forec= ast is 47% Both months Margin is ou= r big