--000000000000648397062150d360 Content-Type: multipart/alternative; boundary="000000000000648397062150d35f" --000000000000648397062150d35f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi team, Quick question: are we entering tags in Clear Care for these clients? On Tue, Sep 3, 2024 at 3:30=E2=80=AFPM wrote: > Hi Tim and Chad, > > > > Thank you for meeting with us today. I=E2=80=99ve summarized notes and ac= tion > items below, but please let me know if there is anything I have missed. > > > > *Action Items:* > > - Kristy to connect with Accounting regarding billing item type on the > back end > - Jeannie to create tracking systems for these client populations > - Tim T to share Lifeguard client with instillation scheduled this > week with Kristy, Jeannie, and Laszlo upon official start of services > > > > *Notes:* > > - Lifeguard Program: > - Subscription based pre-home care and wellness support systems > - Utilizes remote monitoring sensors to track and transfer data > into wellness insights. > - RN partnership to develop wellness plans and share insights > gathered > - Currently offered free of charge to existing TheKey clients > - Available to all Canada TheKey locations > - Billing: > - Clients will be added to ClearCare as normal > - Standard new client onboarding process =E2=80=93 CCA/PAD requi= red > - Client profiles in ClearCare to be set up to include tax > - Clients directly billed monthly subscription fee of $800 > - Full subscription and recurring cycle to begin upon client > onboarding > - No prorated billing required for mid-month starts > - A monthly recurring shift added in ClearCare with a caregiver > =E2=80=98Lifeguard=E2=80=99 to be finalized and billed in line with= standard billing > cadence each week > - Currently no set up costs =E2=80=93 set up cost process to be rev= iewed in > depth if/when they become applicable > - 1 new client with installation of remote sensors scheduled for the > week of 9/2 > > > > Thank you, > > *Kristy Poyner* > > Billing Manager > > Kristy.Poyner@thekey.com > > [image: TheKey] > > > > *From:* Timothy Thomas > *Sent:* Friday, August 30, 2024 8:06 AM > *To:* Kristy Poyner > *Cc:* Laszlo Kovacs ; Chad Everitt chad.everitt@thekey.com>; Audra Williams ; Jeannie > Ortiz > *Subject:* Re: Lifeguard Clients > > > > Yes, please see attached > > > > On Thu, Aug 29, 2024 at 10:49=E2=80=AFAM wrote= : > > Good morning Everyone, > > > > Thank you for looping me in here, Laszlo. I've also looped in Jeannie > Ortiz for visibility of this new client population from a client onboardi= ng > perspective. > > > > @Timothy Thomas as discussed in GChat I have scheduled > time to align on Tuesday 9/2/24. In the meantime, if there are any > contracts or documents outlining the billing requirements, could you plea= se > send them over? I=E2=80=99d appreciate the opportunity to review them in = advance to > gain a better understanding of the program before our meeting. > > > > Look