Re: CSV sample

From
Sandra Daoust <sdaoust@homecareassistance.com>
To
Inna HCA <ifernando@homecareassistance.com>
CC
Timothy Thomas <tt@homecareassistance.com>, Audra Williams <audraw@homecareassistance.com>
Date
Fri, 18 Feb 2022 18
Folder
INBOX
--00000000000007909805d8530352 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I don't really have any feedback on the billing platform as I don't know Stripe and Rotessa at all. I run our credit cards (there are very few) via Converge and I use our bank's platform for EFT runs. Stripe and Rotessa will be new to me, but I am excited to learn something new! Sandra Sandra Daoust Directrice des Op=C3=A9rations Operations Manager Tel: 514.907.5065 | Fax: 514.221.4265 sdaoust@homecareassistance.com | Homecareassistancemontreal.ca On Fri, Feb 18, 2022 at 6:06 PM Inna HCA wrote: > We also need to discuss *Billing: Stripe & Rotessa * > > these are their current credit card/eft merchants > Lucas and I are insisting on keeping Stripe & Rotessa > and link to HCA > bank... rather than moving to VersaPay (waiting on Gary to approve) > > because if we migrated to VersaPay we would need new credit card > authorizations from all of Mavencare's clients, and could potentially pos= e > a revenue risk... > > Thoughts? > > > > On Fri, Feb 18, 2022 at 2:52 PM Sandra Daoust sdaoust@homecareassistance.com> wrote: > >> Hi! >> >> Yes, we can add a name column if they feel more comfortable with it. I >> would have to delete it though before the import, as Ceridian won't >> recognize the field/data. >> Once I create all the caregivers, I can prepare a list with the names an= d >> employee numbers as well that can be passed on to Mavencare. We enter th= e >> employee # in the "External ID" field in ClearCare. I am not sure how th= at >> would work with Mavencare, but we can figure it out. >> >> Yes, the CSV export is only for caregivers. For office staff, if they ar= e >> on salary, it basically takes care of itself each pay (unless I tell the >> system to override the amount for whatever reason). For hourly paid offi= ce >> staff, I get time sheets and then key in their pay manually since there >> aren't many staff members. If there was a larger group of office staff, = we >> could create the same type of csv file and do an import, but honestly wi= th >> so few people, it's more work that way. >> >> Hope that helps and let me know if I can provide any other info! >> Sandra >> >> >> >> Sandra Daoust >> >> >> >> Directrice des Op=C3=A9rations >> >> Operations Manager >> >> Tel: 514.907.5065 | Fax: 514.221.4265 >> >> sdaoust@homecareassistance.com | Homecareassistancemontreal.ca >> >> >> >> >> >> On Fri, Feb 18, 2022 at 5:10 PM Inna HCA >> wrote: >> >>> Can we add a caregiver name column there just for the 1st round and you >>> can remove column as you see fit? >>> >>> Im assuming this file is for caregivers only. >>> >>> For incoming Staff Members, how would you like to proceed? >>> >>> On Fri, Feb 18, 2022 at 2:09 PM Inna HCA >>> wrote: >>> >>>> Great, I will notate remarks into the file >>>> >>>> Thank you for clarifying! >>>> >>>> On Fri, Feb 18, 2022 at 2:06 PM Sandra Daoust >>> sdaoust@homecareassistance.com> wrote: >>>> >>>>> My ple

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