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

From
Joey Taylor <joey.taylor@thekey.com>
To
Sarah Temple <sarah.temple@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Dart Team <dart-team@thekey.com>
Date
Thu, 6 Jul 2023 11:03:50 -0400
Folder
INBOX
--000000000000ab598a05ffd2d338 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 for 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) for the month of June, these clients had started in May 2023. Will their animal kingdom designation be classified using the new or old animal kingdom? 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 classified as for monetary purposes. The data for the proof will update based on what 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. 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 an 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. 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 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. > > 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. > > Additionally, any client created prior to June 1st will be categorized > based on the old parameters of 20 hours per week vs 30. > > Please let us know if you have any other questions! > > Best, > Sarah > > On Wed, Jul 5, 2023 at 12:39=E2=80=AFPM Joey Taylor > wrote: > >> Good Afternoon Sarah, >> >> I had a few questions regarding AP classification

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