RE: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]
- From
- <eclark@thekey.com>
- To
- "'Dennis Fancy'" <dfancy@thekey.com>
- CC
- "'Brian Boxall'" <bboxall@thekey.com>, "'Marc Atkinson'" <billing@thekey.com>, <michelle.hudgins@thekey.com>, <lito.delapena@thekey.com>, <tt@thekey.com>, <kristy.poyner@thekey.com>, <jeannie.ortiz@thekey.com>, <cdixon@thekey.com>
- Date
- Wed, 2 Oct 2024 09:52:41 -0700
- Folder
- INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0162_01DB14B0.D3726210 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0163_01DB14B0.D3726210" ------=_NextPart_001_0163_01DB14B0.D3726210 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable It sounds like we are aligned, below you mentioned a list so was simply = validating the expectation wasn=E2=80=99t that we=E2=80=99re using a = list to manage this.=20 =20 From: Dennis Fancy =20 Sent: Wednesday, October 2, 2024 9:49 AM To: eclark@thekey.com Cc: Brian Boxall ; Marc Atkinson = ; michelle.hudgins@thekey.com; = lito.delapena@thekey.com; tt@thekey.com; kristy.poyner@thekey.com; = jeannie.ortiz@thekey.com; cdixon@thekey.com Subject: Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public = Insurance - Reconciliation of All Invoices & Payments Made - [#964597] =20 Hi Elizabeth, =20 We are aware of that. What client has not been properly documented in = WellSky? =20 Thank you, Dennis Fancy, BSP General Manager (204) 489-6000 =09 TheKey.ca =20 =20 =20 On Wed, Oct 2, 2024 at 11:46=E2=80=AFAM > wrote: Hi Dennis & Tim =20 If a client is exempt from Tax, the =E2=80=9Ccharge tax=E2=80=9D box = should be unchecked in CC. We shouldn=E2=80=99t be managing that via a = manually maintained list, are we aligned there? =20 =20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Finance Onboarding & Experience Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =09 =20 =20 =20 =20 From: Dennis Fancy >=20 Sent: Wednesday, October 2, 2024 9:17 AM To: Brian Boxall > Cc: Marc Atkinson >; = michelle.hudgins@thekey.com ; = lito.delapena@thekey.com ; = tt@thekey.com ; eclark@thekey.com = ; kristy.poyner@thekey.com = ; jeannie.ortiz@thekey.com = ; cdixon@thekey.com = =20 Subject: Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public = Insurance - Reconciliation of All Invoices & Payments Made - [#964597] =20 Hi Marc, =20 Tax (5% GST) is always billed to the insurance company (Manitoba Public = Insurance). The only clients exempt from tax are those enrolled in Self = and Family Managed Care. You and your team have a current list of those = individuals. =20 Please let me know if you require any further information. =20 Sincerely, Dennis Fancy, BSP General Manager (204) 489-6000 =09 TheKey.ca =20 =20 =20 On Wed, Oct 2, 2024 at 9:30=E2=80=AFAM Brian Boxall > wrote: Hi Marc, =20 Dennis is reviewing some historical MPI cases to ensure we are operating = in a consistent manner, and we will follow up by the end of day. =20 On Tue, Oct 1, 2024 at 1:00=E2=80=AFPM Marc Atkinson > wrote: Hi Brian, =20 We are still working on correcting the invoicing for Jagjit Dhaliwal. = Also, we need to reconcile the account for Beverly Filatow. =20 Can you please confirm 100% that MPI is paying the 5% GST for Jagjit = Dhaliwal and Beverly Filatow and that neither client should have bee
Thread (3)
- Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]Wed, 2 Oct 2024 11:49:27 -0500
Dennis Fancy
- Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]Wed, 2 Oct 2024 11:49:27 -0500
Dennis Fancy
- Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]Wed, 2 Oct 2024 12:05:45 -0500
Brian Boxall