Re: Weekly OT Review

From
Joey Taylor <joey.taylor@thekey.com>
To
Chuck Terlesky <cterlesky@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Sharon Speirs <sspeirs@thekey.com>
Date
2024-03-13 10:26:46
Folder
INBOX
--00000000000035686806138b91e6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Chuck, I was doing this before Tim had asked. But I just mark it down when I do a review of billing and payroll. Gross profit summary would be the only other tool I know that could track this. On Wed, Mar 13, 2024 at 10:18=E2=80=AFAM Chuck Terlesky wrote: > Joey - is there a custom report you're using in Clearcare or just the > gross profit summary? > > On Wed, Mar 13, 2024 at 7:54=E2=80=AFAM Joey Taylor > wrote: > >> OT: Feb 19th to March 3rd: >> *Accounted: (Client)* >> >> - Briant: 13.5 hours billed to client and paid to caregiver >> - Favretto: 7 hours billed to client and paid to caregiver >> - Sanalitro: 15 hours billed to client and paid to caregiver >> - Guilbault: 3.75 hours billed to client and paid to caregiver >> >> *Unaccounted: (Caregiver)* >> >> - Mary Ayemere: 2 hours of OT. Shifts were adjusted as February 26th >> to no longer incur OT. >> - Paunique Germain: 9 hours of OT. Was scheduled last minute for a >> PAB shift. Spoke with Mina. >> - Jocelyn Razonable: 7 hours of OT at Favretto. Last minute call off. >> Mistake was on our end >> - Madhuri Sharma: 1 hour of OT. Schedule is built with 1 hour of OT >> bi-weekly >> - Sukhwinder Toor: .5 hours of OT. 24/7 case and caregiver before her >> was 30 minutes late to shift >> - >> >> >> >> >> On Wed, Mar 13, 2024 at 9:40=E2=80=AFAM Timothy Thomas w= rote: >> >>> Thanks Joey. >>> >>> Please send me the stats as of your last finalized payroll. >>> >>> Team: If you have an averaging agreement with your employees. You can >>> let me know and we'll move to a bi-weekly schedule. >>> >>> On Wed, Mar 13, 2024 at 9:35=E2=80=AFAM Joey Taylor >>> wrote: >>> >>>> For Montreal, OT is done on a bi-weekly basis. Can I do this report >>>> every 2 weeks for you once payroll closes? No clients are billed OT on= week >>>> 1 of a billing week. >>>> >>>> On Wed, Mar 13, 2024 at 9:30=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> Hi team, >>>>> >>>>> I'll need you to send me your weekly OT stats every wednesday from no= w >>>>> on. Corp is making a push to cut down on unbilled OT. >>>>> >>>>> So please send me your total Unbilled OT for the week prior, with eac= h >>>>> client referenced and the status of this account. Are we eating the O= T to >>>>> maintain the client, are we actively working on reducing it / introdu= cing >>>>> new caregivers. A few examples below: >>>>> >>>>> *Montreal: 84 hours of unbilled OT* >>>>> Penny Casey - 24 hours / week unbilled OT - Agreed to leave this >>>>> unbilled (Tim has approved) >>>>> Elizabeth Briant - 12 hours / week - Working to identify a new >>>>> caregiver to pick up this shift. >>>>> Monty - 48 hours of regular OT - working to reduce this, client >>>>> resistant to new caregivers. Maria to discuss charging OT unless we c= an add >>>>> a new CG to the rotation. >>>>> >>>>> Please do your best to get me this for last week by the end of the da= 

Thread (2)