Re: Lifeguard Project Status- Week Ending 5/9/25

From
Troy Riha <troy.riha@thekey.com>
To
eclark@thekey.com
CC
Umesh Shah <ushah@thekey.com>, Timothy Thomas <tt@thekey.com>, Katherine Cope <katherine.cope@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Anotte Francois <anotte.francois@thekey.com>, adriana.mendez@thekey.com, Kristy Poyner <kristy.poyner@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Frank Liu <fliu@thekey.com>, Audra Williams <audraw@thekey.com>, Monica Johnston <johnstonm@thekey.com>, Renee Drobek <renee.drobek@thekey.com>, Tala Barakat <tala.barakat@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>, Jeannie Ortiz <jeannie.ortiz@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>, natalie.cahoone@thekey.com, Alyson Rohane <alyson.rohane@thekey.com>, Geraldine Nath <geraldine.nath@thekey.com>, Kevin Murray <kevin.murray@thekey.com>
Date
Thu, 8 May 2025 12:03:12 +1000
Folder
INBOX
--00000000000036bc2e0634964110 Content-Type: multipart/alternative; boundary="00000000000036bc2d063496410f" --00000000000036bc2d063496410f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Looking to ensure we have the full design, Umesh mentioned the need to ensure all use cases are evaluated. Once the high level is confirmed by Umesh we can evaluate any additional design discussions. On Thu, May 8, 2025 at 11:30=E2=80=AFAM wrote: > Hi Troy- > > > > Umesh has been invited to all the meetings regarding Lifeguard and was > able to attend all but the last one. I responded to the request to evalua= te > additional use cases but have not heard back, email attached here. @Umesh > Shah can we flush this out by email? I am happy to > schedule additional time but want to avoid duplicating meetings if that= =E2=80=99s > feasible. > > > > Also, Troy, is this something you also would like to attend or are you > just looking for sign off from Umesh? > > > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* Troy Riha > *Sent:* Wednesday, May 7, 2025 5:05 PM > *To:* eclark@thekey.com > *Cc:* Timothy Thomas ; Katherine Cope katherine.cope@thekey.com>; Lyndsey Organ ; > Anotte Francois ; adriana.mendez@thekey.com; > Kristy Poyner ; Joey Taylor joey.taylor@thekey.com>; Michelle Schefter ; > Frank Liu ; Audra Williams ; Monica > Johnston ; Renee Drobek ; > Tala Barakat ; Sara Stuhlsatz sara.stuhlsatz@thekey.com>; Jeannie Ortiz ; > Lito Delapena ; Donny Deshotels donny.deshotels@thekey.com>; Laszlo Kovacs ; > natalie.cahoone@thekey.com; Alyson Rohane ; > Umesh Shah ; Geraldine Nath = ; > Kevin Murray > *Subject:* Re: Lifeguard Project Status- Week Ending 5/9/25 > > > > Elizabeth, can you organize a design session with Umesh to go through all > the user cases for Lifeguard, we need to relook at the billing design as > well as ensure we have the design aligned for payments and reconciliation > to Lifeguard. FYI Umesh is going on PTO May 21 so ideally we can try to > ensure design is complete prior to then. > > > > Thank you > > > > On Tue, May 6, 2025 at 5:51=E2=80=AFPM Troy Riha w= rote: > > > > FYI - There is No capacity in May to take on additional development > projects for NetSuite, we can discuss prioritization later in the month a= s > we look beyond the current month. (Current focus is AOB and ValueCare th= at > impacts invoicing, as well as undeposited funds for accounting, and then > CareScout). > > > > Do we already have a Mock up of what we want the invoices to look like > when there is and is not caregiver service? > > > > > > > > > > > > On Mon, May 5, 2025 at 6:02=E2=80=AFAM wrote: > > Good Morning- > > > > Please see the below updates for the roll out of Lifeguard in Canada. If > there is anything I=E2=80=99ve missed or misrepresented below, please let= me know. > > > > Link to the project plan and all supporting information is here. > > > > > *Key Activ

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