Thanks Sarah!
I think I understand. Will you confirm that everything you outlined will be
analyzed even if the client is deactivated in Wellsky within the goal month?
Thanks again,
Will Reid
Partner
wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
513-707-2304
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>
On Fri, Feb 7, 2025 at 1:01 PM Timothy Thomas <tt@thekey.com> wrote:
> Hi Will,
>
> You had a great question so I asked Sarah Powers to weigh in, see below.
>
> ---------- Forwarded message ---------
> From: Sarah Powers <spowers@thekey.com>
> Date: Fri, Feb 7, 2025 at 12:59 PM
> Subject: Re: Bonus question
> To: Timothy Thomas <tt@thekey.com>
>
>
> Actually, the answer may be yes! The way we calculate Tier 1 for the
> monthly incentive simply looks at the last 4 weeks for the client by the
> last full week in the month, but the 4 weeks do not necessarily need to be
> in the review month. So for February for example, the last full week is
> actually the 17-23rd. So as long as a client had a shift in February that
> was more than 30 (31+) days from their service start date, and the average
> of their last 4 weeks was greater than 30 (30.1+) then it would count as
> Tier 1. In Will's example, a client could end today for example, and as
> long as their last 4 weeks were greater than 30 hours and their tenure by
> their last day was greater than 30 it would count in the month of February.
> The catch is that since that client is deactivated, it of course won't
> count in the next month so they now need to make up that client in the next
> month to have hope of hitting their target in March since the target always
> grows by 1.
>
> Happy to jump on a call and talk through some scenarios if there are still
> questions!
> Thanks,
> Sarah
>
> On Fri, Feb 7, 2025 at 9:31 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Sarah,
>>
>> Can you help me with this?
>>
>> I know the answer is No to Will's question below, but what is the correct
>> way to describe the actualisation process for Tier 1s in this case?
>>
>> Thanks!
>>
>> ---------- Forwarded message ---------
>> From: Will Reid <wreid@thekey.com>
>> Date: Fri, Feb 7, 2025 at 12:00 PM
>> Subject: Re: Bonus question
>> To: Timothy Thomas <tt@thekey.com>
>> Cc: Laura Horval <lhorval@thekey.com>, Steve Sudberry <
>> ssudberry@thekey.com>
>>
>>
>> OK thanks.
>>
>> So if we have a client that bills 150 hours in the first week of Feb then
>> is deactivated the second week of Feb they would still count in the
>> February Tier 1 bonus total correct? The "system" will still count them
>> even if they have been deactivated in the goal month.
>>
>> Will Reid
>> Partner
>>
>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>> 513-707-2304
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Fri, Feb 7, 2025 at 11:50 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> They need to achieve an average of 30 hours of service per week in
>>> February. Because February is a short month it's unlikely that they will
>>> actualize unless the cancellation is in the last week of the month.
>>>
>>> On Fri, Feb 7, 2025 at 11:31 AM Will Reid <wreid@thekey.com> wrote:
>>>
>>>> Hey Tim,
>>>> Regarding Tier 1 client count. If we have a tier 1 client right now in
>>>> Feb but they go off services before the end of the month, are they counted
>>>> in February?
>>>>
>>>> Thanks,
>>>>
>>>> Will Reid
>>>> Partner
>>>>
>>>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>>>> 513-707-2304
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>