This is a multipart message in MIME format. ------=_NextPart_000_0E89_01DBBB67.7DFD00C0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0E8A_01DBBB67.7DFD00C0" ------=_NextPart_001_0E8A_01DBBB67.7DFD00C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hello Everyone- Thank you all for joining the call today. Below are the notes and action items from the call today, along with the recording & Gemini notes. If I missed anything, please let me know. Question/Problem Statement: How will we bill if LG Fees are not lumped = into the CG Bill Rate, and ensure the service is properly taxed, since = expenses are not taxable? Decision: LO enters a reoccurring Billable Carelog to occur on the 1st = of the month, every month. Benefits: * These are already taxable in NS * Shifts can be entered as a reoccurring billable item, reducing the LOE for the Local Team Implications/Action Items: * Tims team to create a single dummy care giver; last name = Guard first name Life * Frank/Monica/Appwrap- * Would need to update Invoice Creation logic to remove punch times when the CG = Lifeguard * We understand the solution design is on this team, please let us know ultimately what you determine is best approach here. * Add the Bill Rate Name to the Invoice Description for LG Services Only (again conceptually, when CG name = Lifeguard) * Note* the Bill Rate Name is currently in the Views, but is not sourced on the invoice in NS today Action Items: * Elizabeth to book a meeting to discuss the rate set up needs in ClearCare, with Kristy, Tim & Tala. * Donny & John to advise if another meeting would be helpful to expand on reporting needs for this service line/offering Recording Notes by Gemini + I added a few folks who were not in todays meeting, but should be = aware moving forward. Kind regards- Elizabeth Clark Director, Finance On Boarding, Collections, Billing Help Desk, CI | = TheKey Mobile: 619.822.4855 From: eclark@thekey.com Sent: Monday, April 28, 2025 2:23 PM To: 'Umesh Shah' ; 'Michelle Schefter' ; 'Timothy Thomas' ; 'Frank = Liu' Cc: 'Monica Johnston' ; 'Laszlo Kovacs' Subject: RE: Invitation: LifeGuard Requirements Update @ Fri May 2, 2025 10:30am - 11am (PDT) (Umesh Shah) Hello All- The billing will be done manually, either by a reoccurring shift in CC = or a Billable Expense, but in both cases the field would own making sure they do/do not bill the right amount each month. Anything thats overbilled = and paid would be a credit or refund to the customer. Knowing the invoicing = and amounts for each scenario will remain manual for the field to enter/calculate in the below scenarios the question remains the same, we would like a recommendation to ensure the item is taxed once the = billable expense/Carelog hits NetSuite. @Michelle Schefter @Timothy Thomas please review and let me know