This is a multipart message in MIME format. ------=_NextPart_000_0A67_01DBD532.159D6800 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0A68_01DBD532.159D6800" ------=_NextPart_001_0A68_01DBD532.159D6800 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning- =20 Below are the notes and action items following our call on Friday 5/30 = regarding Lifeguard. If I missed anything, or anything in the below is = misrepresented, please let me know. Thank you all for your continued = partnership and support while we flushed out what this should look like. = =20 = Notes by Gemini = Recording =20 Acton Item General Managers- Please review the below set up requirements = and ensure your clients are tagged appropriately. If you need breakout = session to discuss this in more detail, please reach out to Jeannie & = Kristy directly so they can help you. Action Item Finance Onboarding- = @'Jeannie Ortiz' Please review these clients with the team and ensure = they=E2=80=99ve got the proper documents, tags, etc. in NetSuite.=20 =20 Active Clients: * Montreal- Marcelle Berlinguette =20 Pending Clients: * Vancouver- John McIntyre * Vancouver- Peter Lazenby =20 All clients in Calgary and Winnipeg are a part of the Pilot program, as = of today.=20 =20 Set Up Details by Customer Type: * LG Tier 1- Clients receiving Caregiving Services, Wi-Fi Sensing, and = Fall Detection * Should have a PAF, CCA, and LifeGuard Contract loaded to Files in = ClearCare * No change to exception management for Check Payments/Autopay * CG Bill Rate will be inclusive of LG Fees * LG Tier 2- Clients receiving Caregiving Services and Wi-Fi Sensing * Should have a PAF, CCA, and LifeGuard Contract loaded to Files in = ClearCare * No change to exception management for Check Payments/Autopay * CG Bill Rate will be inclusive of LG Fees * LG Tier 3- Clients using Wi-Fi Sensing & Fall Detection (no = caregiving) * Should have a PAF and LifeGuard Contract loaded to Files in ClearCare * No change to exception management for Check Payments/Autopay * The Local Team will bill a reoccurring Live-In Shift on the 1st of = each month * The Local Team & Billing will monitor for Holidays that land on the = 1st of the month, to ensure no premiums are applied in error * Client should be made Overtime Exempt=20 * When booking this Live-In Shift, use the Caregiver shown below (built = by Tala in all CAD URLs) * LG Tier 4-Client using just Wi-Fi (no caregiving) * Should have a PAF and LifeGuard Contract loaded to Files in ClearCare * No change to exception management for Check Payments/Autopay * The Local Team ill bill a reoccurring Live-In Shift on the 1st of each = month * The Local Team & Billing will monitor for Holidays that land on the = 1st of the month, to ensure no premiums are applied in error * When booking this Live-In Shift, use the Caregiver shown below (built = by Tala in all CAD URLs) =20 **Clients receiving complimentary LG services throu