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

--000000000000efdcd10634949960 Content-Type: multipart/alternative; boundary="000000000000efdcd1063494995f" --000000000000efdcd1063494995f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wro= te: > > 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 le= t me know. >> >> >> >> Link to the project plan and all supporting information is here. >> >> >> >> >> *Key Activities & Action Items for Week Ending 5/9/25:* >> >> In our go-live prep meeting on 5/2 with the local team last week we >> learned the LG service must be taxed when invoiced to customers. As we >> intended to bill clients for this service using the Billable Expenses in >> CC, which are not taxable, we had to adjust our approach to invoicing fo= r >> this service as a stand alone offering (for clients not also receiving >> Caregiving services). An Intake has been submitted to IT requesting the >> below changes. We will look to those that lead prioritization/enhancemen= t >> meetings to ensure this is approved and an ETA is communicated to this >> group accordingly. >> >> >> >> - IT Intake Summary: >> >> >> - Update Invoice Creation logic to remove punch times when the CG =3D >> Lifeguard >> - Add the Bill Rate Name to the Invoice Description for LG >> Services Only (again conceptually, when CG name =3D Lifeguard) >> - We understand the solution design is ultimately with IT, >> these were the ideas proposed in our meeting. >> >> >> >> >> >> >> >> *Notes & Recording from 5/2/25 Meeting* >> >> [image: Document]Notes by Gemini >> >> >> [image: Video]Recording >> >> >> >> >> >> >> *Outstanding Action Items:* >> >> - B2B Agreement has been fully executed >> - *Tim- * can you please forward copies of the >> finalized B2B and Client Contracts? >> - *Tim- * working with LG to confirm the >> reporting/tracking requirements >> - Elizabeth to coordinate working sessions with various internal >> stakeholders to align in the source & reporting systems needed res= pectiv