--00000000000076830b063d44ca5d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have a call with Tim tomorrow, and I will talk to him. Thank you *Danielle James LPN* Milwaukee General Manager | TheKey Mobile: 414-309-4827 *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Mon, Aug 25, 2025 at 2:05=E2=80=AFPM Kelley Richard wrote: > Hello Danielle - I wanted to make sure you are aware that I have an offic= e > manager, Brenda Smith who assists with payroll/billing reconciliation (se= e > highlighted content below) for Roy. Do you want to continue this > practice? If so, I can instruct her and Roy to copy you on timesheet > submission moving forward. > > Let me know if you need to jump on a call. > > Thank you!!! > > > > ---------- Forwarded message --------- > From: Kelley Richard > Date: Tue, Aug 12, 2025 at 11:43=E2=80=AFAM > Subject: LiveWell WI Integration > To: Timothy Thomas > Cc: Melissa Reyes > > > > Hello Tim - I included the meeting agenda in the calendar event, but I > have added a few notes under each bullet point so we can review them > together during our discussion today. > > Looking forward to walking through the items and making sure we are > aligned on next steps. > > Talk to you soon. > > LiveWell WI - Formerly Stowell Associates > > > 1. > > Overview of Care Management Service line > > > - > > Services and Pricing > > Hourly care management services tailored to individual client and family > needs that can include care coordination, client advocacy, crisis support= , > med pours, safety/psychosocial oversight. We bill clients and compensate > care managers at time and a half for any service provided after bus hours > during the week and on weekends/holidays. Mileage and travel time are al= so > billed and CMs often purchase items/services on behalf of clients, and > these costs are passed through as GCM reimbursable expenses. All of thes= e > billable items are reflected as surcharge revenue on the P&L > > - > > $155/hr standard bill rate (2 clients at $125/hr) > - > > No deposit on file for existing clients > - > > 9 active clients; No lead flow and cannot recall last new client start > - > > New client onboarding documents in Pandadoc > - > > Transitioned from monthly to bi-weekly billing cycle in Aug 2025 > > > - > > Primary Client Types > > > - > > Aging adults needing care coordination, adult children, > fiduciaries/Legal guardians > > > - > > Current Relationship between CM teams and TheKey > > > - > > Several clients receive TK home care and Roy has relationship with CSM > > > - > > Review Marketing collateral samples and messaging > > > - > > Website > - > > Collateral ordered through Canva and VistaPrint > - > > See attached collateral pieces > - Aging Life Care Association > - GMs attend annual Nat'l conference - April 2026 in Austin > - Pay all GMs and care managers members