Re: Lifeguard Clients

Hi team,

Quick question: are we entering tags in Clear Care for these clients?

On Tue, Sep 3, 2024 at 3:30 PM <kristy.poyner@thekey.com> wrote:

> Hi Tim and Chad,
>
>
>
> Thank you for meeting with us today. I’ve summarized notes and action
> items below, but please let me know if there is anything I have missed.
>
>
>
> *Action Items:*
>
>    - Kristy to connect with Accounting regarding billing item type on the
>    back end
>    - Jeannie to create tracking systems for these client populations
>    - Tim T to share Lifeguard client with instillation scheduled this
>    week with Kristy, Jeannie, and Laszlo upon official start of services
>
>
>
> *Notes:*
>
>    - Lifeguard Program:
>       - Subscription based pre-home care and wellness support systems
>          - Utilizes remote monitoring sensors to track and transfer data
>          into wellness insights.
>       - RN partnership to develop wellness plans and share insights
>       gathered
>       - Currently offered free of charge to existing TheKey clients
>       - Available to all Canada TheKey locations
>    - Billing:
>       - Clients will be added to ClearCare as normal
>          - Standard new client onboarding process – CCA/PAD required
>          - Client profiles in ClearCare to be set up to include tax
>       - Clients directly billed monthly subscription fee of $800
>       - Full subscription and recurring cycle to begin upon client
>       onboarding
>          - No prorated billing required for mid-month starts
>       - A monthly recurring shift added in ClearCare with a caregiver
>       ‘Lifeguard’ to be finalized and billed in line with standard billing
>       cadence each week
>       - Currently no set up costs – set up cost process to be reviewed in
>       depth if/when they become applicable
>    - 1 new client with installation of remote sensors scheduled for the
>    week of 9/2
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
> Kristy.Poyner@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Friday, August 30, 2024 8:06 AM
> *To:* Kristy Poyner <kristy.poyner@thekey.com>
> *Cc:* Laszlo Kovacs <laszlo.kovacs@thekey.com>; Chad Everitt <
> chad.everitt@thekey.com>; Audra Williams <audraw@thekey.com>; Jeannie
> Ortiz <jeannie.ortiz@thekey.com>
> *Subject:* Re: Lifeguard Clients
>
>
>
> Yes, please see attached
>
>
>
> On Thu, Aug 29, 2024 at 10:49 AM <kristy.poyner@thekey.com> wrote:
>
> Good morning Everyone,
>
>
>
> Thank you for looping me in here, Laszlo. I've also looped in Jeannie
> Ortiz for visibility of this new client population from a client onboarding
> perspective.
>
>
>
> @Timothy Thomas <tt@thekey.com> as discussed in GChat I have scheduled
> time to align on Tuesday 9/2/24. In the meantime, if there are any
> contracts or documents outlining the billing requirements, could you please
> send them over? I’d appreciate the opportunity to review them in advance to
> gain a better understanding of the program before our meeting.
>
>
>
> Looking forward to connecting.
>
>
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
> Kristy.Poyner@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Thursday, August 29, 2024 9:04 AM
> *To:* Laszlo Kovacs <laszlo.kovacs@thekey.com>
> *Cc:* Chad Everitt <chad.everitt@thekey.com>; Audra Williams <
> audraw@thekey.com>; kristy.poyner@thekey.com
> *Subject:* Re: Lifeguard Clients
>
>
>
> Thanks Las.
>
>
>
> Kristy could we set up a meeting on this asap? Feel free to drop a meeting
> in my calendar at your convenience.
>
>
>
> On Wed, Aug 28, 2024 at 5:53 PM Laszlo Kovacs <laszlo.kovacs@thekey.com>
> wrote:
>
> Thanks for pulling me in here, Chad.
>
>
>
> Currently the only recurring subscription model customer base is billed
> through/for CareTree. I’d suggest we have an alignment call with Kristy
> from the billing team so we can make sure we decide on a process that works
> out the gates instead of having to pivot in production and under the gun.
>
>
>
> *From:* Chad Everitt <chad.everitt@thekey.com>
> *Sent:* Wednesday, August 28, 2024 1:28 PM
> *To:* Timothy Thomas <tt@thekey.com>; Laszlo Kovacs <
> laszlo.kovacs@thekey.com>
> *Cc:* Audra Williams <audraw@thekey.com>
> *Subject:* Re: Lifeguard Clients
>
>
>
> Looping in +Laszlo Kovacs <laszlo.kovacs@thekey.com> to assist with the
> below request.
>
>
>
> *Chad Everitt*
>
> President- East Division & Canada
>
> Mobile: 202.262.8318
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>
>
>
> On Tue, Aug 27, 2024 at 12:42 PM Timothy Thomas <tt@thekey.com> wrote:
>
> Hi Audra,
>
>
>
> I need to know how to handle Lifeguard leads in SF. Especially when it
> comes time to convert them to clients. Do we want them in wellsky? Is that
> how we will invoice our monthly subscription dues? Perhaps for ease of use
> we create a Lifeguard Caregiver in CC and assign them to the schedule on
> the sign up date and make one shift for the full monthly fees,
> recurring monthly?
>
>
>
> We have a pre-care client coming on board shortly.
>
>
>
> Thanks
>
> --
>
> *Tim Thomas*
>
> Head of Midwest & Canada Divisions | *TheKey*
>
> Mobile: 514.591.9387
>
>
>
> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>
>
>
>

-- 

Thank You,

*Jeannie Ortiz*
Finance Onboarding and Experience Manager

*jeannie.ortiz@thekey.com <jeannie.ortiz@thekey.com>*

*Phone:* 754.231.4471  | *Fax:* 954.622.0662

5450 NW 33rd Ave. Ste. 106, Fort Lauderdale, FL 33309

*TheKey.com <https://www.thekey.com/>*