--0000000000001c04a505d05e77b6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You can break the clients out for visibility but they will all be treated the same as included. I.e., revenue and caregiver margin ($) generated during the 30 day period by clients transferred or referred by the sellers. Thanks, Lucas On Tue, Nov 9, 2021 at 12:03 PM Timothy Thomas wrote: > Hi Lucas, > > I'm putting the reports together now. Should I lump together the clients > acquired in the sale with referrals made by Dee, or would you like those > broken out? > > Thanks! > Tim > > On Mon, Oct 4, 2021 at 12:15 PM Lucas Motro > wrote: > >> Agreed with James on trying to manage the OT as best we can and pass on >> where you can. >> >> For the first 3 months caregiver margin ($) share, we will definitely >> just pay them out on wherever we land with the actuals. I.e., we will ju= st >> run a ClearCare GPS for the tagged clients for the first 30 days and >> calculate Revenue - Wages (including OT). I'll let you run that report i= n >> ClearCare from 10/4-11/2 once the actuals are settled. >> >> Thanks, >> Lucas >> >> On Mon, Oct 4, 2021 at 11:51 AM Timothy Thomas >> wrote: >> >>> No, the caregivers had schedules with both agencies prior to the merger= . >>> Now the OT applies. >>> >>> On Mon, Oct 4, 2021 at 11:44 AM James Patchett >> jpatchett@homecareassistance.com> wrote: >>> >>>> Timothy, >>>> >>>> Did Complete Care pass along the overtime costs to the clients? I am >>>> assuming not based on the question. >>>> >>>> Lets keep it as is for now but talk through this on our next call. I >>>> will add it to the agenda. >>>> >>>> Thank you, >>>> >>>> James >>>> >>>> On Mon, Oct 4, 2021 at 10:24 AM Timothy Thomas >>> tt@homecareassistance.com> wrote: >>>> >>>>> Thanks Lucas. >>>>> >>>>> Question on this....we have about 5 caregivers who were working for >>>>> HCA prior to the merger and are now in significant overtime (some nea= ring >>>>> 80hrs a week) as a result of the added hours from complete care clien= ts. >>>>> This should put a dent in the gross profit. How should we report this= ? >>>>> >>>>> I'm also unsure on how long to keep these caregivers in place as we >>>>> don't want to disrupt the clients schedules who were promised very li= ttle >>>>> changes. >>>>> >>>>> Let me know what you think. >>>>> Tim >>>>> >>>>> On Mon, Oct 4, 2021 at 10:09 AM Lucas Motro >>>> lmotro@homecareassistance.com> wrote: >>>>> >>>>>> Timothy, Tim, >>>>>> >>>>>> Complete Care is closed, congrats. Nice work. After each 30 day >>>>>> period, can you plan to email a monthly ClearCare report to me with = only >>>>>> the Complete transferred or referred clients, once the revenue and >>>>>> caregiver pay is settled, and I can pass it along to the sellers wit= h the >>>>>> calculated payment amount? >>>>>> >>>>>> Thanks, >>>>>> Lucas >>>>>> >>>>>> -- >>>>>> Lucas Motro >>>>>> Director of Corporate Development >>>>>> Home Care Assistance >>>>>> www.homecar