Re: Complete - Closed

From
Lucas Motro <lmotro@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Audra Williams <audraw@homecareassistance.com>, Caroline Hoos <choos@homecareassistance.com>, James Patchett <jpatchett@homecareassistance.com>, Tim Thomas <tthomas@homecareassistance.com>
Date
Tue, 9 Nov 2021 13:16:56 -0500
Folder
INBOX
--00000000000006f27605d05f1e1e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, they can be included. The revenue of course still only measured during the post-close 30 day period. Thanks. On Tue, Nov 9, 2021 at 1:01 PM Timothy Thomas wrote: > Ok, there were clients referred prior to the closing (Sept/October), shal= l > i lump those in as well? > > On Tue, Nov 9, 2021 at 12:30 PM Lucas Motro > wrote: > >> You can break the clients out for visibility but they will all be treate= d >> the same as included. I.e., revenue and caregiver margin ($) generated >> during the 30 day period by clients transferred or referred by the selle= rs. >> >> Thanks, >> Lucas >> >> On Tue, Nov 9, 2021 at 12:03 PM Timothy Thomas >> wrote: >> >>> Hi Lucas, >>> >>> I'm putting the reports together now. Should I lump together the client= s >>> acquired in the sale with referrals made by Dee, or would you like thos= e >>> broken out? >>> >>> Thanks! >>> Tim >>> >>> On Mon, Oct 4, 2021 at 12:15 PM Lucas Motro >> lmotro@homecareassistance.com> wrote: >>> >>>> Agreed with James on trying to manage the OT as best we can and pass o= n >>>> where you can. >>>> >>>> For the first 3 months caregiver margin ($) share, we will definitely >>>> just pay them out on wherever we land with the actuals. I.e., we will = just >>>> run a ClearCare GPS for the tagged clients for the first 30 days and >>>> calculate Revenue - Wages (including OT). I'll let you run that report= in >>>> ClearCare from 10/4-11/2 once the actuals are settled. >>>> >>>> Thanks, >>>> Lucas >>>> >>>> On Mon, Oct 4, 2021 at 11:51 AM Timothy Thomas >>> tt@homecareassistance.com> wrote: >>>> >>>>> No, the caregivers had schedules with both agencies prior to the >>>>> merger. Now the OT applies. >>>>> >>>>> On Mon, Oct 4, 2021 at 11:44 AM James Patchett >>>> jpatchett@homecareassistance.com> wrote: >>>>> >>>>>> Timothy, >>>>>> >>>>>> Did Complete Care pass along the overtime costs to the clients? I am >>>>>> assuming not based on the question. >>>>>> >>>>>> Lets keep it as is for now but talk through this on our next call. I >>>>>> will add it to the agenda. >>>>>> >>>>>> Thank you, >>>>>> >>>>>> James >>>>>> >>>>>> On Mon, Oct 4, 2021 at 10:24 AM Timothy Thomas >>>>> tt@homecareassistance.com> wrote: >>>>>> >>>>>>> Thanks Lucas. >>>>>>> >>>>>>> Question on this....we have about 5 caregivers who were working for >>>>>>> HCA prior to the merger and are now in significant overtime (some n= earing >>>>>>> 80hrs a week) as a result of the added hours from complete care cli= ents. >>>>>>> This should put a dent in the gross profit. How should we report th= is? >>>>>>> >>>>>>> I'm also unsure on how long to keep these caregivers in place as we >>>>>>> don't want to disrupt the clients schedules who were promised very = little >>>>>>> changes. >>>>>>> >>>>>>> Let me know what you think. >>>>>>> Tim >>>>>>> >>>>>>> On Mon, Oct 4, 2021 at 10:09 AM Lucas Motro >>>>>> lmotro@homecareassist