----==_mimepart_65b1265484374_2033faf1fb5bef05509989 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Morning Cheryl and Tim, Billing Help Desk has been performing a = Finance Welcome Call audit for many locations since last June. As of this= week, we have incorporated all locations into this audit. We feel it's i= mportant for Billing to verify clients' information to ensure that everyt= hing is correct and that our new clients are aware of how and when we bil= l, what payment method is being used, what the hourly rate is, etc. A= s of now, our local offices can opt out on a case by case basis, per clie= nt. For Simone Granger, everything is setup correctly with no discrepanci= es. We would appreciate your office allowing us to contact her son/POC Th= ierry Granger. Please let us know if we can proceed. Thank you! = = On Mon, 22 Jan at 1:30 PM , Timothy Thomas wrote: adding=C2=A0@Cheryl Cartwright=C2=A0to this = email. = = = On Mon, Jan 22, 2024 at 1:05=E2=80=AFPM Marc Atkinson wrote: = = = = = Hi Poulami, = = Since last June, Billing has been performing a Finance Welcome Call Audi= t for new clients. Based on the New Client Audit report that PSG distribu= tes, we put together a report every Monday of new clients who have been a= dded into our billing system. We review these clients' accounts to determ= ine the accuracy of the account setup, contract paperwork (CCA and PAF), = client contacts, billing rate(s), etc. If all of this information is accu= rate with no discrepancies, we then request from the client's CSM to init= iate a call to the client's Payer/POC or the client him/herself (if the c= lient is his/her own POC) to discuss and t o verify all of this informati= on with them We need to ensure that the client is aware of the billing ra= te(s), how we invoice, when we invoice, how to use Versapay, etc. We also= confirm with the client the contacts at the local office for operational= purposes, so they are aware. If there discrepancies (such as a missing C= CA/PAF, an incorrect billing rate, or any incorrect information), we let = your office know of the discrepancy so we can resolve the issue. = = Beginning this week, we have added Toronto to this audit. Your office, a= t this time, has the ability to opt out of Billing proceeding with a welc= ome call to any client, if for some reason your office does not want us t= o make the call. = = For new client Simone Granger (https://torontohca.clearcareonline.ca/cli= ents/1000000000061984/), please let us know if we can proceed with the we= lcome call to the client's son/POC Thierry Granger. = = Thanks! = = = = On Mon, 22 Jan at 12:58 PM , 155140 Simone Granger wrote: FIN Welcome Call. = = = = = = = = -- = Tim Thomas = Head of Canada Division = Please note my email has changed: = tt@TheKey.com = (514) 591-9387 = = TheKey.ca ----==_mimepart_65b1265484374_2033faf1fb5bef05509989 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printabl