Re: June AP - Closed Client #s Canada Care Solutions

From
Sarah Temple <sarah.temple@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Dart Team <dart-team@thekey.com>
Date
Fri, 7 Jul 2023 11:43:38 -0400
Folder
INBOX
--000000000000ba993505ffe7808f Content-Type: multipart/alternative; boundary="000000000000ba993405ffe7808e" --000000000000ba993405ffe7808e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Responses in *bold* below. Thank you! On Thu, Jul 6, 2023 at 11:04=E2=80=AFAM Joey Taylor wrote: > Good Morning Sarah, > > I have added my responses in red. > > Thank you for the clarification, > ------------------------------------ > > Hi Joey, > > All these clients you mentioned starting in June, their Client Start > Outcome Bonus will be assessed two months in arrears as we have to wait f= or > the data (hours & duration of care) to be received so that the system can > determine what they are in the animal kingdom and calculate correctly. I > was asking regarding the Animal Kingdom #s (How it is classified in AP) f= or > the month of June, these clients had started in May 2023. Will their anim= al > kingdom designation be classified using the new or old animal kingdom? > *Any client created prior to June 1st will be categorized based on the old parameters of 20 hours per week vs 30. * > > With regards to the Closed and Won Bonus, that is based on what is > initially entered into the system based on their needs (Salesforce), that > is pulled as they are converted to a client in ClearCare. As they are all > $50, it does not particularly matter at that point what they are classifi= ed > as for monetary purposes. The data for the proof will update based on wha= t > they end up being defined as. For the closed client numbers, it was my > understanding that bees were paid $0 and all other animal kingdom > designations were at $50? Please clarify. > *Here is the snip from the plan:* [image: image.png] > > Additionally, any client created prior to June 1st will be categorized > based on the old parameters of 20 hours per week vs 30. If this is > referring to the Marlin Evans client mentioned above, it was created as a= n > opportunity and quoted at Cheetah hours at the time on Feb 22nd, 2023. It > was only pushed through to SF on June 5th as it has a start date of June > 16th. > *We can wait and see what shows up on the proof and reassess if needed.* > > Please let us know if you have any other questions! > > Best, > Sarah > > On Wed, Jul 5, 2023 at 3:50=E2=80=AFPM Sarah Temple > wrote: > >> Hi Joey, >> >> I do not have access to the systems, so I have added @Dart Team >> if they need to grant you any additional insight. >> >> All these clients you mentioned starting in June, their Client Start >> Outcome Bonus will be assessed two months in arrears as we have to wait = for >> the data (hours & duration of care) to be received so that the system ca= n >> determine what they are in the animal kingdom and calculate correctly. >> >> With regards to the Closed and Won Bonus, that is based on what is >> initially entered into the system based on their needs (Salesforce), tha= t >> is pulled as they are converted to a client in ClearCar

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