Re: Billing

Perfect!!

Thanks for the clarification Tim and for the quick the response @Elizabeth
Clark <eclark@thekey.com> !!!

On Tue, Nov 7, 2023 at 1:57 PM <eclark@thekey.com> wrote:

> Oh!!!! I am so sorry, sheesh.
>
>
>
> If we notice a card starts to fail we will reach out to them to get a new
> one. We shouldn’t need to engage your team for that, unless a client is not
> replying to us consistently and we need support.
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Tuesday, November 7, 2023 10:54 AM
> *To:* eclark@thekey.com
> *Cc:* Joey Taylor <joey.taylor@thekey.com>; Desiree A. <
> desiree.aranjo@thekey.com>; Dennis Fancy <dfancy@thekey.com>; Taylor
> Cleland <tcleland@thekey.com>
> *Subject:* Re: Billing
>
>
>
> H Elizabeth,
>
>
>
> I believe Joey was referring to credit card / PAD account information
> changes. For example if a clients credit card expires does billing handle
> the update and client contact or is the field asked to step in?
>
>
>
> On Tue, Nov 7, 2023 at 1:35 PM <eclark@thekey.com> wrote:
>
> Gotcha.
>
>
>
> For Calgary and Toronto the process is different because we invoice via
> NetSuite/Versapay. For those clients we integrate the Payer address/email,
> if there is one. In the absence of a Payer, the Client address/email is
> where invoices are sent. This is automated when you update ClearCare, as
> those changes integrate overnight.
>
>
>
> For Montreal, we invoice out of Quickbooks so I’d need to bring the
> Invoicing team/Randi (our accountant) to advise.
>
>
>
> For all others, the updates you make in CC should be instant and
> automatic.
>
>
>
> Elizabeth Clark
>
> *Director, CI & Transformation*
>
> *Long Term Care Insurance, Onboarding*
>
>
>
> *TheKey*
>
>
>
>
>
>
>
> *From:* Joey Taylor <joey.taylor@thekey.com>
> *Sent:* Tuesday, November 7, 2023 10:32 AM
> *To:* eclark@thekey.com
> *Cc:* Timothy Thomas <tt@thekey.com>; Desiree A. <
> desiree.aranjo@thekey.com>; Dennis Fancy <dfancy@thekey.com>; Taylor
> Cleland <tcleland@thekey.com>
> *Subject:* Re: Billing
>
>
>
> Hey Elizabeth,
>
> It would be for across Canada. Unless different provinces have different
> regulations concerning this?
>
> Thanks,
>
>
>
> On Tue, Nov 7, 2023 at 1:28 PM <eclark@thekey.com> wrote:
>
> Hi There
>
>
>
> Happy to help. Can you tell me what URL/region of Canada this is for
> (Montreal vs Calgary)?
>
>
>
> Elizabeth Clark
>
> *Director, CI & Transformation*
>
> *Long Term Care Insurance, Onboarding*
>
>
>
> *TheKey*
>
>
>
>
>
>
>
> *From:* Joey Taylor <joey.taylor@thekey.com>
> *Sent:* Tuesday, November 7, 2023 10:27 AM
> *To:* Elizabeth Clark <eclark@thekey.com>; Timothy Thomas <tt@thekey.com>
> *Cc:* Desiree A. <desiree.aranjo@thekey.com>; Dennis Fancy <
> dfancy@thekey.com>; Taylor Cleland <tcleland@thekey.com>
> *Subject:* Billing
>
>
>
> Good Afternoon Elizabeth,
>
> I was wondering what the procedures were for an existing client who wants
> to update billing information. Does the Care Solutions team send out a
> PandaDoc for updated info to the client and upload it on ClearCare once it
> is complete? Or does the billing team call the client and verbally obtain
> the information and then it is managed within your system?
>
> Thank you,
>
>
>
> *Joey Taylor*
>
> *Regional Care Solutions Manager*
>
> 514-907-5065
>
> *TheKey.ca*   <https://thekey.ca/>
>
> [image: Image removed by sender. TheKey]
>
>
>
>
> --
>
> *Joey Taylor*
>
> *Regional Care Solutions Manager*
>
> 514-907-5065
>
> *TheKey.ca*   <https://thekey.ca/>
>
> [image: Image removed by sender. TheKey]
>
>
>
>
> --
>
> *Tim Thomas*
>
> Head of Canada Division
>
> *Please note my email has changed:*
>
> tt@TheKey.com <tt@thekey.com>
>
> (514) 591-9387
>
> *TheKey.ca <https://www.thekey.ca/>*
>
> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>
>
>


-- 

Joey Taylor

*Regional Care Solutions Manager*

514-907-5065

TheKey.ca   <https://thekey.ca/>

[image: TheKey]