1. Visit management technology project Proposal
Sept,
2013
In cooperation with Caretime, inc.

2. AGENDA WHAT IS THE PROGRAM? ASSOCIATION BENEFITS OF PROGRAM
MEMBER BENEFITS OF PROGRAM
DEMO OF CARETIME
KEY AGREEMENT and FINANCIAL OVERVIEW
SUGGESTED NEXT STEPS
Q AND A

3. What IS the Project?
An Exclusive State-Wide, 10 year Sub-Licensing Agreement for Use, Marketing and Customization of the Caretime Homecare Visit Management System for the Consumer Directed Personal Assistance Program in New York granted to CDPAANYS.

4. What IS the Project? Caretime MDOL Gateway EDI Member Agency
Buying group provides volume to enable discounts and custom features they need for industry and compliance – gets something that works
Monitors Features for Compliance and Usability. Attracts other members for volume and resells system to member agencies for Caretime shared income
CDPAANYS
Provides Exclusive agreement for its Technology to CDPAANYS. Supports, bills, trains, makes software changes for members – exports for billing and payroll
Caretime
MDOL
Imports Caretime .txt or 837p exports for billing from Member Agency.
Gateway EDI

5. Benefits to association
No upfront investment if Members sign up and begin using the Caretime System upon launch of this proposal.

6. Benefits to association
No upfront investment if Members sign up and begin using the Caretime System upon launch of this proposal
Immediate positive cash flow for Association with no investment

7. Benefits to association
No upfront investment if Members sign up and begin using the Caretime System upon launch of this proposal
Immediate positive cash flow for Association with no investment
No extensive or burdensome legal licensing contract. Simple exclusive contract for:
Use, Marketing and Customization rights.

8. Benefits to association
Association gets benefit of on-going monthly revenue related to its Members (and other CDAP agencies) use of its branded Visit Management System. Potential annual revenue ranges from $15,000 (1000 consumers) to $200,000 a year for 5000 consumers.

9. Benefits to association
Association gains marketing advantage and differentiates itself by branding the system under its own name.

10. Benefits to association
Association gains marketing advantage and differentiates itself by branding the system under its own name.
Association Membership retention improved by it providing a quality visit management system tailored to its industry needs

11. Benefits to association
Working with a well established and experienced telephony provider - 20 year history.

12. Benefits to association
Working with a well established and experienced telephony provider - 20 year history.
Technology is simple, economical, reliable and customizable with a proven track record of performance

13. Benefits to association
Technology delivery and maintenance model is streamlined and efficient - web based.  Association does not have to invest in infrastructure. Simple to bring Agencies on to the system. Many larger agencies can be deployed within one week. Depends on training needs. Just need user name and password to administer.

14. Benefits to association
Technology delivery and maintenance model is streamlined and efficient - web based.  Association does not have to invest in infrastructure
Caretime handles all back end maintenance, programming, support and training. No additional specialized staff needed for this program.

15. Benefits to association
CDAANYS primary activity is marketing to new customers and members with huge upside for on-going royalties.  

16. Benefits to members
Caretime will save on administrative time, billing, payroll and reimbursement processing that is currently a burden for members.  

17. Benefits to members
Caretime will save on administrative time, billing, payroll and reimbursement processing that is currently a burden for members.
Members can benefit immediately from implementation of the system 

18. Benefits to members
Members get a Visit Management system that can be customized for their needs and is industry specific. Recent overtime rules….a priority.

19. Benefits to members
Members get a Visit Management system that can be customized for their needs and is industry specific. Recent overtime rules…a priority.
Members contribute and have a strong voice in further development of the system.

20. Benefits to members
Members potentially save money from a system they may use now - as volume increases savings increase.

21. CARETIME DEMO

22. Key Agreement and financial
A detailed draft proposal has been written and submitted to CDPAANYS. file://localhost/Users/richardward/Desktop/CDPAANYS.Proposal.Draft.Sept.doc

23. SUGGESTED NEXT STEPS CDPAANYS TO REVIEW DETAILED PROPOSAL
MEMBERS DO TESTING OF CARETIME TECHNOLOGY ASAP
LETTER OF INTENT FROM CDPAANYS
EXECUTE CONTRACT
DRAFT SPECIFICATIONS ON OVERTIME RULES MODIFICATION