This is a multipart message in MIME format. ------=_NextPart_000_031B_01DB86C7.2DEFB660 Content-Type: multipart/related; boundary="----=_NextPart_001_031C_01DB86C7.2DEFB660" ------=_NextPart_001_031C_01DB86C7.2DEFB660 Content-Type: multipart/alternative; boundary="----=_NextPart_002_031D_01DB86C7.2DEFDD70" ------=_NextPart_002_031D_01DB86C7.2DEFDD70 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Hi Tim, I wanted to make sure you have everything you need for your client conversations, so I've updated the attached spreadsheet with additional details. I noticed that some clients on this list have a lifetime max benefit, so I've added a few extra data points on the "% Analysis by Client" tab: Lifetime Benefit, Date of Birth (DOB), and Age of Customer. Hope this helps! Let me know if you have any questions or if there's anything else I can do to support you. Thank you, Thank you, Michelle Schefter Senior Manager Billing and Submissions | TheKey Mobile: 408.837.0579 From: michelle.kenaga@thekey.com Sent: Friday, February 21, 2025 12:49 PM To: 'Timothy Thomas' Cc: eclark@thekey.com; miranda.norman@thekey.com; 'Jeannie Ortiz' Subject: Long Term Benefit Optimization-Phase 2 Hi Tim, Attached is a spreadsheet containing client-level details on benefit optimization opportunities for your respective area. This analysis compares clients' billed hours to the maximum benefit allowed by their insurance provider, helping us determine where we can maximize their benefits. I included a few additional peeps on this thread as we will be the group to help with any questions you may have on the data or next steps! Below is a quick breakdown of the spreadsheet tabs: * Guidance and Assumptions - Key considerations and assumptions used when determining next steps. * Sample - A specific client scenario to illustrate the methodology. * % Analysis by Client - Displays opportunities per client on a weekly and annual basis. * Perceived Amount Recoup Column - Estimates the realistic amount we could recover from each client. For instance, if a client's opportunity exceeds $1,000, they may not want to increase hours to that full extent. * Pivots-Analysis - A deeper dive into billed days versus the daily benefit, similar to the Sample tab. * Additional columns at the end indicate how many hours could be increased, assuming the client agrees and a care plan is submitted. I will schedule a touch base with you and this group in 2 weeks just to get a pulse on your team is doing with the data provided. Let me know if you have any questions. Thank you, Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com ------=_NextPart_002_031D_01DB86C7.2DEFDD70 Content-Type: text/html; charset="us-ascii" 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);