Re: Existing Client Annual Rate Increase Process and Communication

From
Benjamin Lewis <benjamin.lewis@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Angie Markwell <angie.markwell@thekey.com>
Date
Thu, 12 May 2022 09:18:43 -0700
Folder
INBOX
--00000000000008090e05ded2ea1f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This should be corrected for all CAN clients now. Apologies for the delay. On Thu, May 12, 2022 at 6:14 AM Timothy Thomas wrote: > Hi Benjamin. > > Example is Laraine Church. Billing rate is $32 CAD. Clearcare is showing = a > gross margin of 47% on this case, how do we end up at 35.5% on your > spreadsheet? > > Thanks! > Tim > > On Wed, May 11, 2022 at 6:16 PM Benjamin Lewis > wrote: > >> Hi Angie and Tim, >> >> I used the Fx Revenue fields in the database to try to eliminate this >> issue. Are you able to provide me with a client and their correct rate i= n >> comparison to what is listed in the spreadsheet so I can try to >> troubleshoot this? >> >> On Tue, May 10, 2022 at 8:17 PM Angie Markwell >> wrote: >> >>> See below from Tim in Canada >>> >>> ---------- Forwarded message --------- >>> From: Timothy Thomas >>> Date: Tue, May 10, 2022 at 10:21 AM >>> Subject: Re: Existing Client Annual Rate Increase Process and >>> Communication >>> To: Angie Markwell >>> Cc: Kimberly Guerci , Kim Kranwinkel >> kimberly.kranwinkel@thekey.com>, Jay Skypeck = , >>> Cathy Goffredo , Audra Williams >> audraw@thekey.com> >>> >>> >>> Hi Angie, >>> >>> These figures are in $USD. We need them in $CAD to go through this >>> exercise. >>> >>> Thank you, >>> Tim >>> >>> On Mon, May 9, 2022 at 10:01 PM Angie Markwell >> angie.markwell@thekey.com> wrote: >>> >>>> Hi team click on link and review the planned pricing increases - let m= e >>>> know if any questions as this will happen quickly. We have until Thurs= day >>>> to make any edits so please review thoroughly and let me know if you s= ee >>>> any issues. Thanks in advance. Angie >>>> >>>> ---------- Forwarded message --------- >>>> From: Benjamin Lewis >>>> Date: Mon, May 9, 2022 at 6:39 PM >>>> Subject: Re: Existing Client Annual Rate Increase Process and >>>> Communication >>>> To: Angie Markwell >>>> Cc: Chen Xie , Aileen Ruffin >>> aruffin@homecareassistance.com>, David Durbin >>> david.durbin@homecareassistance.com>, Melissa Reyes >>> melissa.reyes@homecareassistance.com>, Tad Smith >>> tsmith@homecareassistance.com>, Brian Scott , >>>> Rebecca Howe , Gary Scott >>> gscott@homecareassistance.com> >>>> >>>> >>>> Hi team, >>>> >>>> Please see the below link to the document for distribution. This shoul= d >>>> link to a version entitled "Working" and have separate tabs for each o= f >>>> your respective divisions (to hopefully cut down on the number of >>>> concurrent users in the same area). Please let me know if there are an= y >>>> issues or questions that are escalated on your team and I will >>>> update/correct as quickly as possible. >>>> >>>> >>>> https://docs.google.com/spreadsheets/d/163XbiGMzj-4VwQZasNN9SR4hOA6o_9= wXBbzCJMkY0Xw/edit?usp=3Dsharing >>>> >>>> >>>> Angie, I will reach out on the side to find out how I can cut down on >>>> the effort from your teams as much as I can. >>>> >>>> Thank you all! >>>> >>>> On Mon, May 9, 2022 at 11:21 AM Angie Markwell >>> angie.markwell@thekey.com> wrote: >>>> >>>>> I am ok with what you have sent as long as the Connecticut and Senior= s >>>>> in Place price increases are embedded in the plan. >>>>> >>>>> On Mon, May 9, 2022 at 1:27 PM Benjamin Lewis >>>> benjamin.lewis@thekey.com> wrote: >>>>> >>>>>> Correct, the deadline today is to make sure we have provided you and >>>>>> your teams with all necessary information, but that all exceptions m= ade to >>>>>> the guidance rates are made by EOD Thursday 5/12. >>>>>> >>>>>> For those with price increases already underway from other activitie= s >>>>>> like your work with Tender Rose, column V does have a selection avai= lable >>>>>> to indicate that the reason the rate guidance is being changed is du= e to a >>>>>> 'Recent Rate Increase'. I think a good process there would be to cha= nge the >>>>>> rate increase in column U to $0, use that selection in column V, and >>>>>> prevent any communication from this process to muddy the waters. We = can >>>>>> then handle those individual cases on the side. >>>>>> >>>>>> I will work through adding margin this morning before distribution. >>>>>> >>>>>> For parameters, the guidance we had was to use those with billed >>>>>> revenue over the last 6 weeks. Service start dates within the last 2= months >>>>>> (3/1 and forward) filtered down the guidance rates to $0 for that >>>>>> population. As for the last increase date, the way I understood it w= as that >>>>>> there wasn't a definitive field that would establish that, so we def= erred >>>>>> to the reason field mentioned above where a team member could indica= te that >>>>>> a recent rate change was already applied to that client. >>>>>> >>>>>> Thank you for the clarifying questions, Chen. >>>>>> >>>>>> On Mon, May 9, 2022 at 10:10 AM Chen Xie >>>>>> wrote: >>>>>> >>>>>>> =EF=BB=BF >>>>>>> Hi Ben, so I=E2=80=99m clear this deadline today is only for commen= ts on the