Hi all - could you look at all 3 tabs and if you have someone listed please
place an explanation on the report and send back to me - do not rename
please. Thanks
From: Benjamin Lewis <benjamin.lewis@thekey.com>
Date: Wed, Jul 27, 2022 at 1:45 AM
Subject: Re: Client Start Pricing Exceptions
To: Tad Smith <tsmith@thekey.com>
Cc: Brian Scott <bscott@thekey.com>, Angie Markwell <
angie.markwell@thekey.com>, Chen Xie <chen@thekey.com>, Melissa Reyes <
melissa.reyes@homecareassistance.com>, David Durbin <
david.durbin@homecareassistance.com>, Melissa Reyes <
melissa.reyes@thekey.com>, Tad Smith <tsmith@homecareassistance.com>, Mitch
Belitz <mitch.belitz@thekey.com>
Hello all,
The tracking spreadsheet has been updated with last week's data:
https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
The amount of pay associated without associated billing (excluding house
accounts with zero revenue) was *up 132% week over week ($1,328 vs $572)*.
For the house accounts, as noted in my last issuance, I did my best to
create groupings from the list Chen had previously set to help categorize
these expenses.
The breakout of expenses for this week looks like this:
Potential Classification Amount
COVID Pay/Swab $604
Initial Training / Orientation Compensation $1,409
On-Call $4,703
Ongoing / Special Skills Training $1,741
Referral Fees Paid $356
Short Shift Business $15,114
Sick Leave/PTO $853
Travel Time between Shifts $765
Other $12,324
Total $37,869
If you and your teams can help identify the main causes not already
classified of pay in the 'Other' bucket, as well as verify the ones I
classified, we can work towards installing accounts in each business unit
for the requisite expense to be booked to, or at the very least have a
master list of the reasons for each account and report on them like this.
As always, let me know if you have any questions/feedback.
On Wed, Jul 20, 2022 at 2:43 PM Benjamin Lewis <benjamin.lewis@thekey.com>
wrote:
> Hello all,
>
> The tracking spreadsheet has been updated with last week's data:
> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
>
> The amount of pay associated without associated billing (excluding house
> accounts with zero revenue) was *down 35.6% week over week ($572 vs $888)*
> .
>
> For the house accounts, as noted in my last issuance, I did my best to
> create groupings from the list Chen had previously set to help categorize
> these expenses.
>
> The breakout of expenses for this week looks like this:
>
> Potential Classification Amount
> COVID Pay/Swab $578
> Initial Training / Orientation Compensation $1,588
> On-Call $7,497
> Ongoing / Special Skills Training $1,538
> Referral Fees Paid $4,736
> Short Shift Business $14,437
> Sick Leave/PTO $1,006
> Travel Time between Shifts $550
> Other $11,551
> Total $43,482
>
> The largest items under 'Other' that I couldn't immediately assign a
> reason to are:
>
> Division Name Division Leader Business Unit Name Patient Id Client Name Sum
> of Caregiver Expense
> S East David Durbin Raleigh 5111450 The zReserve $2124.38
> Northwest Chen Xie Boise 3883780 Boise TheKey $1424.16
> Northwest Chen Xie Bay Area North 790439 Home Care Assistance San
> Francisco $1282.16
> N East Angie Markwell Chicago 5830298 Park Plaza Office Time $1252.5
> Northwest Chen Xie Los Gatos 1507003 Cupertino Chateau $949.4
> Partnership Businesses Chen Xie Nebraska 35141 TEST CLIENT $924.66
>
> If you and your teams can help identify the main causes not already
> classified of pay in the 'Other' bucket, as well as verify the ones I
> classified, we can work towards installing accounts in each business unit
> for the requisite expense to be booked to, or at the very least have a
> master list of the reasons for each account and report on them like this.
>
> As always, let me know if you have any questions/feedback.
>
> On Wed, Jul 13, 2022 at 5:04 PM Benjamin Lewis <benjamin.lewis@thekey.com>
> wrote:
>
>> Hello all,
>>
>> The tracking spreadsheet has been updated with last week's data:
>> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
>>
>> The amount of pay associated without associated billing (excluding house
>> accounts with zero revenue) was *down 37.4% week over week ($888 vs
>> $1,419)*.
>>
>> For the house accounts, as noted in my last issuance, I did my best to
>> create groupings from the list Chen had previously set to help categorize
>> these expenses.
>>
>> The breakout of expenses for this week looks like this:
>>
>> Potential Classification Amount
>> COVID Pay/Swab $646
>> Initial Training / Orientation Compensation $1,869
>> On-Call $2,039
>> Ongoing / Special Skills Training $1,223
>> Short Shift Business $0
>> Sick Leave/PTO $146
>> Travel Time between Shifts $742
>> Other $20,719
>> Total $27,383
>>
>> The largest items under 'Other' that I couldn't immediately assign a
>> reason to are:
>>
>> Week of Shift Date Division Name Division Leader Business Unit Name Patient
>> Id Client Name Sum of Caregiver Expense
>> 4-Jul Northwest Chen Xie Tender Rose 2827223 Office Office $7,426
>> 4-Jul S East David Durbin Raleigh 5111450 The zReserve $2,396
>> 4-Jul Northwest Chen Xie Puget Sound 5681255 Solstice at Point Defiance
>> (Payroll) $2,282
>> 4-Jul N East Angie Markwell Chicago 5830298 Park Plaza Office Time $1,435
>>
>> 4-Jul Northwest Chen Xie East Bay 5780961 WEEKEND WARRIOR (The Key) $1,008
>>
>> 4-Jul Northwest Chen Xie Bay Area North 790439 Home Care Assistance San
>> Francisco $992
>> 4-Jul Northwest Chen Xie Los Gatos 1507003 Cupertino Chateau $948
>> 4-Jul Partnership Businesses Chen Xie Nebraska 35141 TEST CLIENT $549
>> 4-Jul S East David Durbin Seniorcorp 2817103 Seniorcorp VAB $512
>> 4-Jul S East David Durbin Seniorcorp 3128996 Seniorcorp In-Service $462
>>
>> If you and your teams can help identify the main causes not already
>> classified of pay in the 'Other' bucket, as well as verify the ones I
>> classified, we can work towards installing accounts in each business unit
>> for the requisite expense to be booked to, or at the very least have a
>> master list of the reasons for each account and report on them like this.
>>
>> As always, let me know if you have any questions/feedback.
>>
>> On Wed, Jun 29, 2022 at 6:04 PM Benjamin Lewis <benjamin.lewis@thekey.com>
>> wrote:
>>
>>> Hello all,
>>>
>>> The tracking spreadsheet has been updated with last week's data:
>>> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
>>>
>>> *Note: *From the feedback in a previous issuance of this report, I held
>>> off on pulling data until Wednesday to ensure all of the previous week's
>>> shifts had enough time to be closed out/marked as completed. This resulted
>>> in a much lower count of shifts where non-House accounts had caregiver pay
>>> and no revenue. I have updated the below figures to reflect an updated
>>> amount for the week of 6/13 as well.
>>>
>>> The amount of pay associated without associated billing (excluding house
>>> accounts with zero revenue) was *down 8.4% week over week ($2,159 vs
>>> $2,357)*.
>>>
>>> For the house accounts, per our conversation last week, I did my best to
>>> create groupings from the list Chen had previously set to help categorize
>>> these expenses.
>>>
>>> The breakout of expenses looks like this:
>>>
>>> Potential Classification
>>> COVID Pay/Swab $438
>>> Initial Training / Orientation Compensation $1,581
>>> On-Call $2,432
>>> Ongoing / Special Skills Training $1,369
>>> Short Shift (Pop-in) Business $12,064
>>> Sick Leave/PTO $848
>>> Travel Time between Shifts $633
>>> Other $19,419
>>> If you and your teams can help identify the main causes not already
>>> classified of pay in the 'Other' bucket, as well as verify the ones I
>>> classified, we can work towards installing accounts in each business unit
>>> for the requisite expense to be booked to.
>>>
>>> As always, let me know if you have any questions/feedback.
>>>
>>> On Mon, Jun 20, 2022 at 9:19 PM Benjamin Lewis <
>>> benjamin.lewis@thekey.com> wrote:
>>>
>>>> Hello all,
>>>>
>>>> The tracking spreadsheet has been updated with last week's data:
>>>> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
>>>>
>>>> The amount of pay associated without associated billing (excluding
>>>> house accounts with zero revenue) remained relatively flat week over week
>>>> ($18,609 vs $17,988, +3.4%). These are the five largest accounts with these
>>>> transactions from last week:
>>>>
>>>> Week of Shift Date Division Name Division Leader Business Unit Patient
>>>> Id Client Name Sum of Caregiver Expense
>>>> 13-June N East Angie Markwell Alpine 3368777 Barbara & John Foley $666
>>>> 13-June N California Chen Xie Craig Cares 5499041 Alicia Hall $606
>>>> 13-June Southwest Melissa Reyes Orange County 4705496 Nancy Nakamura
>>>> $484
>>>> 13-June S East David Durbin South Carolina 4803198 Walter "Blackie"
>>>> Cook $450
>>>> 13-June Central Aileen Ruffin Fort Worth 5772001 Leroy Leddon $443
>>>>
>>>> I did receive feedback on a couple of the cases that there were a few
>>>> shifts that hadn't been closed out due to the time of the data being
>>>> pulled. Moving forward, I will publish this information on Tuesdays to
>>>> minimize this, but we are planning to review this data in the Executive
>>>> Team meeting tomorrow, so I wanted to ensure you all had some amount of
>>>> time to review beforehand. I look forward to any additional feedback make
>>>> this as actionable as possible for you and your teams.
>>>>
>>>> On Mon, Jun 13, 2022 at 5:22 PM Benjamin Lewis <
>>>> benjamin.lewis@thekey.com> wrote:
>>>>
>>>>> Hello all,
>>>>>
>>>>> I have updated the tracking spreadsheet here with last week's data:
>>>>> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
>>>>>
>>>>> To help try to narrow down the pay with no bill data, I have filtered
>>>>> out all clients who do not have revenue booked against them and will
>>>>> include them in a separate tab moving forward. It seems to have reduced the
>>>>> amount of house accounts included in the dataset drastically. Hopefully
>>>>> this change gives you and your teams better visibility into any exceptions
>>>>> made to pay out shifts without any associated revenue.
>>>>>
>>>>> Please let me know if there is any additional feedback on how we can
>>>>> focus the data even more to get you what you need when it comes to
>>>>> visibility on price.
>>>>>
>>>>> Best,
>>>>> Ben
>>>>>
>>>>> On Tue, Jun 7, 2022 at 9:52 AM Tad Smith <tsmith@thekey.com> wrote:
>>>>>
>>>>>> I agree with Brian. We will not have unexplained or invisible leaks
>>>>>> in our pricing regime.
>>>>>>
>>>>>> Sent from my iPhone
>>>>>>
>>>>>> On Jun 7, 2022, at 09:51, Brian Scott <bscott@thekey.com> wrote:
>>>>>>
>>>>>>
>>>>>> It is to create visibility. Like any new reporting, we will continue
>>>>>> to refine the methodology of reporting in order to isolate the pay-non-bill
>>>>>> instances you note below from any potential missed revenue opportunities.
>>>>>> Without running this report, we have no easy way to know how much we are
>>>>>> paying to caregivers without any corresponding billing, and the ultimate
>>>>>> margin impact. This can also highlight the importance of caregiver
>>>>>> retention to limit non-billable pay for caregiver orientation and
>>>>>> training.
>>>>>>
>>>>>> On Tue, Jun 7, 2022 at 9:46 AM Angie Markwell <
>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Chen - if the intent is to give us visibility so we know (we may
>>>>>>> not know what we don't know) then I am ok with getting the lists as long as
>>>>>>> it is easy to sort to determine who to speak with. I would like to
>>>>>>> understand the business we have and all its nuances and appreciate your
>>>>>>> continued sharing of the details. It helps to understand the value of the
>>>>>>> data. Thanks
>>>>>>>
>>>>>>> On Tue, Jun 7, 2022 at 12:25 PM Benjamin Lewis <
>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>
>>>>>>>> There was a request to see the pay no bill information after the
>>>>>>>> previous distribution of the pricebook exceptions. The intent being to give
>>>>>>>> you all visibility into concessions being made where clients are being
>>>>>>>> given services without billing. I can filter down the list to exclude
>>>>>>>> clients who have zero revenue in their lifetime as well to hopefully cut
>>>>>>>> down on the noise created by these house accounts.
>>>>>>>>
>>>>>>>> On Tue, Jun 7, 2022 at 8:51 AM Chen Xie <chen@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Ben, our offices hold house accounts for a variety of reasons such
>>>>>>>>> as:
>>>>>>>>>
>>>>>>>>> Training / Orientation Compensation
>>>>>>>>> Ongoing / Special Skills Training Payable to Caregiver
>>>>>>>>> Caregiver Interviews Payable to Caregiver and Not Billable to
>>>>>>>>> Client
>>>>>>>>> Travel Time Requirements for Caregivers Traveling between Shifts
>>>>>>>>> On-Call Caregiver Coverage Stipends
>>>>>>>>>
>>>>>>>>> In the Abbottswood example the highest no-bill, there are
>>>>>>>>> corresponding clients with 100% margin because it's a flex program.
>>>>>>>>> Additionally you will get pay no bill potentially in some splits
>>>>>>>>> of LTC (client payor and insurance payor split into two accounts) or
>>>>>>>>> couples care.
>>>>>>>>>
>>>>>>>>> Finally you will get shift write-offs.
>>>>>>>>>
>>>>>>>>> What's the purpose here of the no-bill accounts and how is the
>>>>>>>>> mgmt of this any different than the mgmt towards the overall margin goal?
>>>>>>>>>
>>>>>>>>> On Mon, Jun 6, 2022 at 11:33 PM Benjamin Lewis <
>>>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> The Business Unit field has been added to the pay no bill as well.
>>>>>>>>>>
>>>>>>>>>> On Mon, Jun 6, 2022 at 6:47 PM Angie Markwell <
>>>>>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>>> Thanks Melissa I had same question.
>>>>>>>>>>>
>>>>>>>>>>> On Mon, Jun 6, 2022 at 9:35 PM Melissa Reyes <
>>>>>>>>>>> melissa.reyes@homecareassistance.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Thank you, Ben.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On the pay no bill, are you able to pull in what office the
>>>>>>>>>>>> client is attached to?
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Melissa
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *From: *Benjamin Lewis <benjamin.lewis@thekey.com>
>>>>>>>>>>>> *Date: *Monday, June 6, 2022 at 6:08 PM
>>>>>>>>>>>> *To: *Aileen Ruffin <aruffin@homecareassistance.com>, Angie
>>>>>>>>>>>> Markwell <angie.markwell@thekey.com>, Chen Xie <chen@thekey.com>,
>>>>>>>>>>>> David Durbin <david.durbin@homecareassistance.com>, Melissa
>>>>>>>>>>>> Reyes <melissa.reyes@thekey.com>
>>>>>>>>>>>> *Cc: *Tad Smith <tsmith@homecareassistance.com>, Brian Scott <
>>>>>>>>>>>> bscott@thekey.com>, Mitch Belitz <mitch.belitz@thekey.com>
>>>>>>>>>>>> *Subject: *Re: Client Start Pricing Exceptions
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Hello Leaders,
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> I have updated the Google sheet to include pricebook exceptions
>>>>>>>>>>>> for the last two weeks since the last time this was distributed. Our goal
>>>>>>>>>>>> is to distribute this weekly moving forward.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Link:
>>>>>>>>>>>> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit?usp=sharing
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> We continue to work on ensuring the pricebook in Salesforce
>>>>>>>>>>>> aligns with what the offices are using, as well as how to accommodate the
>>>>>>>>>>>> callouts you provided from the last set (live-ins without a full day for
>>>>>>>>>>>> the first shift, orientation/walkthrough shifts, etc.)
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> In addition to these, I pulled out all shifts from the last few
>>>>>>>>>>>> weeks and found the instances where there was caregiver expense and no
>>>>>>>>>>>> revenue.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> The granular details are on the Pay No Bill tab, and the
>>>>>>>>>>>> Summary tab will signal the highest offending accounts. Given that there
>>>>>>>>>>>> are 2000 of these shifts identified and the top accounts appear to be
>>>>>>>>>>>> placeholders created to help process expenses (not all of which might be
>>>>>>>>>>>> directly to caregivers), I welcome any feedback on how to make this report
>>>>>>>>>>>> more meaningful to you and your groups.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Here is the high level summary of paid shifts with no bill for
>>>>>>>>>>>> reference:
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *Division Leader*
>>>>>>>>>>>>
>>>>>>>>>>>> *Week of Shift Date*
>>>>>>>>>>>>
>>>>>>>>>>>> Sum of Caregiver Expense
>>>>>>>>>>>>
>>>>>>>>>>>> Count of Shifts
>>>>>>>>>>>>
>>>>>>>>>>>> Expense/Shift
>>>>>>>>>>>>
>>>>>>>>>>>> Chen Xie
>>>>>>>>>>>>
>>>>>>>>>>>> 16-May
>>>>>>>>>>>>
>>>>>>>>>>>> $15,976
>>>>>>>>>>>>
>>>>>>>>>>>> 207
>>>>>>>>>>>>
>>>>>>>>>>>> $77
>>>>>>>>>>>>
>>>>>>>>>>>> Chen Xie
>>>>>>>>>>>>
>>>>>>>>>>>> 23-May
>>>>>>>>>>>>
>>>>>>>>>>>> $16,936
>>>>>>>>>>>>
>>>>>>>>>>>> 209
>>>>>>>>>>>>
>>>>>>>>>>>> $81
>>>>>>>>>>>>
>>>>>>>>>>>> Chen Xie
>>>>>>>>>>>>
>>>>>>>>>>>> 30-May
>>>>>>>>>>>>
>>>>>>>>>>>> $12,197
>>>>>>>>>>>>
>>>>>>>>>>>> 167
>>>>>>>>>>>>
>>>>>>>>>>>> $73
>>>>>>>>>>>>
>>>>>>>>>>>> David Durbin
>>>>>>>>>>>>
>>>>>>>>>>>> 16-May
>>>>>>>>>>>>
>>>>>>>>>>>> $14,620
>>>>>>>>>>>>
>>>>>>>>>>>> 156
>>>>>>>>>>>>
>>>>>>>>>>>> $94
>>>>>>>>>>>>
>>>>>>>>>>>> David Durbin
>>>>>>>>>>>>
>>>>>>>>>>>> 23-May
>>>>>>>>>>>>
>>>>>>>>>>>> $14,285
>>>>>>>>>>>>
>>>>>>>>>>>> 159
>>>>>>>>>>>>
>>>>>>>>>>>> $90
>>>>>>>>>>>>
>>>>>>>>>>>> David Durbin
>>>>>>>>>>>>
>>>>>>>>>>>> 30-May
>>>>>>>>>>>>
>>>>>>>>>>>> $15,237
>>>>>>>>>>>>
>>>>>>>>>>>> 150
>>>>>>>>>>>>
>>>>>>>>>>>> $102
>>>>>>>>>>>>
>>>>>>>>>>>> Aileen Ruffin
>>>>>>>>>>>>
>>>>>>>>>>>> 16-May
>>>>>>>>>>>>
>>>>>>>>>>>> $12,818
>>>>>>>>>>>>
>>>>>>>>>>>> 226
>>>>>>>>>>>>
>>>>>>>>>>>> $57
>>>>>>>>>>>>
>>>>>>>>>>>> Aileen Ruffin
>>>>>>>>>>>>
>>>>>>>>>>>> 23-May
>>>>>>>>>>>>
>>>>>>>>>>>> $14,845
>>>>>>>>>>>>
>>>>>>>>>>>> 225
>>>>>>>>>>>>
>>>>>>>>>>>> $66
>>>>>>>>>>>>
>>>>>>>>>>>> Aileen Ruffin
>>>>>>>>>>>>
>>>>>>>>>>>> 30-May
>>>>>>>>>>>>
>>>>>>>>>>>> $12,587
>>>>>>>>>>>>
>>>>>>>>>>>> 148
>>>>>>>>>>>>
>>>>>>>>>>>> $85
>>>>>>>>>>>>
>>>>>>>>>>>> Melissa Reyes
>>>>>>>>>>>>
>>>>>>>>>>>> 16-May
>>>>>>>>>>>>
>>>>>>>>>>>> $3,374
>>>>>>>>>>>>
>>>>>>>>>>>> 80
>>>>>>>>>>>>
>>>>>>>>>>>> $42
>>>>>>>>>>>>
>>>>>>>>>>>> Melissa Reyes
>>>>>>>>>>>>
>>>>>>>>>>>> 23-May
>>>>>>>>>>>>
>>>>>>>>>>>> $3,393
>>>>>>>>>>>>
>>>>>>>>>>>> 73
>>>>>>>>>>>>
>>>>>>>>>>>> $46
>>>>>>>>>>>>
>>>>>>>>>>>> Melissa Reyes
>>>>>>>>>>>>
>>>>>>>>>>>> 30-May
>>>>>>>>>>>>
>>>>>>>>>>>> $5,985
>>>>>>>>>>>>
>>>>>>>>>>>> 70
>>>>>>>>>>>>
>>>>>>>>>>>> $86
>>>>>>>>>>>>
>>>>>>>>>>>> Angie Markwell
>>>>>>>>>>>>
>>>>>>>>>>>> 16-May
>>>>>>>>>>>>
>>>>>>>>>>>> $3,397
>>>>>>>>>>>>
>>>>>>>>>>>> 42
>>>>>>>>>>>>
>>>>>>>>>>>> $81
>>>>>>>>>>>>
>>>>>>>>>>>> Angie Markwell
>>>>>>>>>>>>
>>>>>>>>>>>> 23-May
>>>>>>>>>>>>
>>>>>>>>>>>> $4,879
>>>>>>>>>>>>
>>>>>>>>>>>> 54
>>>>>>>>>>>>
>>>>>>>>>>>> $90
>>>>>>>>>>>>
>>>>>>>>>>>> Angie Markwell
>>>>>>>>>>>>
>>>>>>>>>>>> 30-May
>>>>>>>>>>>>
>>>>>>>>>>>> $4,127
>>>>>>>>>>>>
>>>>>>>>>>>> 35
>>>>>>>>>>>>
>>>>>>>>>>>> $118
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, May 24, 2022 at 9:03 PM Benjamin Lewis <
>>>>>>>>>>>> benjamin.lewis@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>> Hello Leaders,
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> We have been digging into the pricing exception reporting that
>>>>>>>>>>>> the data team created and pulled out a view we thought may be of interest.
>>>>>>>>>>>> Previously, I know there was reporting that Rebecca sent out that detailed
>>>>>>>>>>>> the percentage of shifts that fell below the low end of the price book in
>>>>>>>>>>>> Salesforce.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> The data in the link below uses this same dataset and pulls out
>>>>>>>>>>>> only those that are below the price book on a client start. We're hoping
>>>>>>>>>>>> this shines a light on any new deals that have been agreed to below market.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> If there is any reasoning you know of for these concessions, I
>>>>>>>>>>>> left a notes column for those thoughts. Thank you for your review, and let
>>>>>>>>>>>> me know if you have any questions.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09MfhFSlWAxyhYc/edit#gid=0
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Note: We do realize that individual shifts can have different
>>>>>>>>>>>> bill rates than the normal agreement, and that individual shift could very
>>>>>>>>>>>> well be the client's start. Here is an example for client Ruth O'Grady that
>>>>>>>>>>>> had her first shift at $19/hour, followed by a few shifts at $38.00/hour:
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Parent Carelog Id
>>>>>>>>>>>>
>>>>>>>>>>>> Patient Id
>>>>>>>>>>>>
>>>>>>>>>>>> Created Date In Pst
>>>>>>>>>>>>
>>>>>>>>>>>> Client Name
>>>>>>>>>>>>
>>>>>>>>>>>> Agency Name
>>>>>>>>>>>>
>>>>>>>>>>>> Division Name
>>>>>>>>>>>>
>>>>>>>>>>>> Region
>>>>>>>>>>>>
>>>>>>>>>>>> Location Name
>>>>>>>>>>>>
>>>>>>>>>>>> Client Postal Code
>>>>>>>>>>>>
>>>>>>>>>>>> Bill Rate Type
>>>>>>>>>>>>
>>>>>>>>>>>> Billed Hours
>>>>>>>>>>>>
>>>>>>>>>>>> Revenue
>>>>>>>>>>>>
>>>>>>>>>>>> Effective Rate
>>>>>>>>>>>>
>>>>>>>>>>>> 474709297
>>>>>>>>>>>>
>>>>>>>>>>>> 5715635
>>>>>>>>>>>>
>>>>>>>>>>>> 2022-05-09
>>>>>>>>>>>>
>>>>>>>>>>>> Ruth O'Grady
>>>>>>>>>>>>
>>>>>>>>>>>> Home Care Assistance Orange County
>>>>>>>>>>>>
>>>>>>>>>>>> Southwest
>>>>>>>>>>>>
>>>>>>>>>>>> Greater LA
>>>>>>>>>>>>
>>>>>>>>>>>> Newport
>>>>>>>>>>>>
>>>>>>>>>>>> 92869
>>>>>>>>>>>>
>>>>>>>>>>>> HOURLY
>>>>>>>>>>>>
>>>>>>>>>>>> 10.0
>>>>>>>>>>>>
>>>>>>>>>>>> 190.0
>>>>>>>>>>>>
>>>>>>>>>>>> $19.00
>>>>>>>>>>>>
>>>>>>>>>>>> 475416679
>>>>>>>>>>>>
>>>>>>>>>>>> 5715635
>>>>>>>>>>>>
>>>>>>>>>>>> 2022-05-09
>>>>>>>>>>>>
>>>>>>>>>>>> Ruth O'Grady
>>>>>>>>>>>>
>>>>>>>>>>>> Home Care Assistance Orange County
>>>>>>>>>>>>
>>>>>>>>>>>> Southwest
>>>>>>>>>>>>
>>>>>>>>>>>> Greater LA
>>>>>>>>>>>>
>>>>>>>>>>>> Newport
>>>>>>>>>>>>
>>>>>>>>>>>> 92869
>>>>>>>>>>>>
>>>>>>>>>>>> HOURLY
>>>>>>>>>>>>
>>>>>>>>>>>> 7.8
>>>>>>>>>>>>
>>>>>>>>>>>> 294.5
>>>>>>>>>>>>
>>>>>>>>>>>> $38.00
>>>>>>>>>>>>
>>>>>>>>>>>> 475678299
>>>>>>>>>>>>
>>>>>>>>>>>> 5715635
>>>>>>>>>>>>
>>>>>>>>>>>> 2022-05-09
>>>>>>>>>>>>
>>>>>>>>>>>> Ruth O'Grady
>>>>>>>>>>>>
>>>>>>>>>>>> Home Care Assistance Orange County
>>>>>>>>>>>>
>>>>>>>>>>>> Southwest
>>>>>>>>>>>>
>>>>>>>>>>>> Greater LA
>>>>>>>>>>>>
>>>>>>>>>>>> Newport
>>>>>>>>>>>>
>>>>>>>>>>>> 92869
>>>>>>>>>>>>
>>>>>>>>>>>> HOURLY
>>>>>>>>>>>>
>>>>>>>>>>>> 7.8
>>>>>>>>>>>>
>>>>>>>>>>>> 294.5
>>>>>>>>>>>>
>>>>>>>>>>>> $38.00
>>>>>>>>>>>>
>>>>>>>>>>>> 476278535
>>>>>>>>>>>>
>>>>>>>>>>>> 5715635
>>>>>>>>>>>>
>>>>>>>>>>>> 2022-05-09
>>>>>>>>>>>>
>>>>>>>>>>>> Ruth O'Grady
>>>>>>>>>>>>
>>>>>>>>>>>> Home Care Assistance Orange County
>>>>>>>>>>>>
>>>>>>>>>>>> Southwest
>>>>>>>>>>>>
>>>>>>>>>>>> Greater LA
>>>>>>>>>>>>
>>>>>>>>>>>> Newport
>>>>>>>>>>>>
>>>>>>>>>>>> 92869
>>>>>>>>>>>>
>>>>>>>>>>>> HOURLY
>>>>>>>>>>>>
>>>>>>>>>>>> 9.0
>>>>>>>>>>>>
>>>>>>>>>>>> 361.0
>>>>>>>>>>>>
>>>>>>>>>>>> $40.11
>>>>>>>>>>>>
>>>>>>>>>>>> 476432494
>>>>>>>>>>>>
>>>>>>>>>>>> 5715635
>>>>>>>>>>>>
>>>>>>>>>>>> 2022-05-09
>>>>>>>>>>>>
>>>>>>>>>>>> Ruth O'Grady
>>>>>>>>>>>>
>>>>>>>>>>>> Home Care Assistance Orange County
>>>>>>>>>>>>
>>>>>>>>>>>> Southwest
>>>>>>>>>>>>
>>>>>>>>>>>> Greater LA
>>>>>>>>>>>>
>>>>>>>>>>>> Newport
>>>>>>>>>>>>
>>>>>>>>>>>> 92869
>>>>>>>>>>>>
>>>>>>>>>>>> HOURLY
>>>>>>>>>>>>
>>>>>>>>>>>> 7.3
>>>>>>>>>>>>
>>>>>>>>>>>> 275.5
>>>>>>>>>>>>
>>>>>>>>>>>> $38.00
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> We are working through an additional flag to help identify
>>>>>>>>>>>> clients consistently under the price book, and not necessarily individual
>>>>>>>>>>>> shifts to help remove this noise, but in the interim it will at least alert
>>>>>>>>>>>> you to these exceptions.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> --
>>>>>>>>>>>>
>>>>>>>>>>>> *Ben Lewis*
>>>>>>>>>>>>
>>>>>>>>>>>> Pricing Director
>>>>>>>>>>>>
>>>>>>>>>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>>>>>>>>>>
>>>>>>>>>>>> (858) 945-4975
>>>>>>>>>>>>
>>>>>>>>>>>> *TheKey.com <https://www.thekey.com/>*
>>>>>>>>>>>>
>>>>>>>>>>>> [image: Image removed by sender. TheKey]
>>>>>>>>>>>> <https://www.thekey.com/>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> --
>>>>>>>>>>>>
>>>>>>>>>>>> *Ben Lewis*
>>>>>>>>>>>>
>>>>>>>>>>>> Pricing Director
>>>>>>>>>>>>
>>>>>>>>>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>>>>>>>>>>
>>>>>>>>>>>> (858) 945-4975
>>>>>>>>>>>>
>>>>>>>>>>>> *TheKey.com <https://www.thekey.com/>*
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>> Ben Lewis
>>>>>>>>>> Pricing Director
>>>>>>>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>>>>>>>> (858) 945-4975
>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Chen Xie
>>>>>>>>> Chief Strategy Officer
>>>>>>>>> * Please note my email has changed: *
>>>>>>>>> chen@thekey.com <https://brand.thekey.com/esg/chen@thekey.com>
>>>>>>>>> 650-462-9501 Ext. 303
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Ben Lewis
>>>>>>>> Pricing Director
>>>>>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>>>>>> (858) 945-4975
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>
>>>>>>>>
>>>>>
>>>>> --
>>>>> Ben Lewis
>>>>> Pricing Director
>>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>>> (858) 945-4975
>>>>> TheKey.com <https://www.thekey.com/>
>>>>>
>>>>>
>>>>
>>>> --
>>>> Ben Lewis
>>>> Pricing Director
>>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>>> (858) 945-4975
>>>> TheKey.com <https://www.thekey.com/>
>>>>
>>>>
>>>
>>> --
>>> Ben Lewis
>>> Pricing Director
>>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>>> (858) 945-4975
>>> TheKey.com <https://www.thekey.com/>
>>>
>>>
>>
>> --
>> Ben Lewis
>> Pricing Director
>> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
>> (858) 945-4975
>> TheKey.com <https://www.thekey.com/>
>>
>>
>
> --
> Ben Lewis
> Pricing Director
> benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
> (858) 945-4975
> TheKey.com <https://www.thekey.com/>
>
>
Ben Lewis
Pricing Director
benjamin.lewis@TheKey.com <Ben.Lewis@TheKey.com>
(858) 945-4975
TheKey.com <https://www.thekey.com/>