--000000000000f502da05e4dec922 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Angie, Are you able to provide the rate sheet that they are using for the minimum or point me to who has the proper sheet? I provided finance with what we are using in the region, however I believe it is different than theirs. Appreciate your help Kim Kimberly Kranwinkel Regional Operations Director *Please note my email has changed:* kimberly.kranwinkel@TheKey.com (301) 767-6622 TheKey.com [image: TheKey] On Mon, Jun 13, 2022 at 10:36 PM Angie Markwell wrote: > Hi all - please review list and let me know if you see any issues we need > Ben to address - ideally we should have no one on this list that we dont > have a legitimate reason why. Thanks > > ---------- Forwarded message --------- > From: Benjamin Lewis > Date: Mon, Jun 13, 2022 at 8:22 PM > Subject: Re: Client Start Pricing Exceptions > To: Tad Smith > Cc: Brian Scott , Angie Markwell angie.markwell@thekey.com>, Chen Xie , Melissa Reyes melissa.reyes@homecareassistance.com>, Aileen Ruffin aruffin@homecareassistance.com>, David Durbin david.durbin@homecareassistance.com>, Melissa Reyes melissa.reyes@thekey.com>, Tad Smith , > Mitch Belitz > > > Hello all, > > I have updated the tracking spreadsheet here with last week's data: > https://docs.google.com/spreadsheets/d/1dGnrZ6lUYwLL7rk8KLePG7uSU6Rb09Mfh= FSlWAxyhYc/edit?usp=3Dsharing > > 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 amoun= t > of house accounts included in the dataset drastically. Hopefully this > change gives you and your teams better visibility into any exceptions mad= e > to pay out shifts without any associated revenue. > > Please let me know if there is any additional feedback on how we can focu= s > the data even more to get you what you need when it comes to visibility o= n > price. > > Best, > Ben > > On Tue, Jun 7, 2022 at 9:52 AM Tad Smith 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 wrote: >> >> =EF=BB=BF >> 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 >> 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 underst= and >>> 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. T= hanks >>> >>> 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 c= ut >>>> down on the noise created by these house accounts. >>>> >>>> On Tue, Jun 7, 2022 at 8:51 AM Chen Xie 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 cou= ples >>>>> care. >>>>> >>>>> Finally you will get shift write-offs. >>>>> >>>>> What's the purpose here of the no-bill accounts and how is the mgmt o= f >>>>> 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