Canada AR Meeting 11/8/2024 Minutes

From
William Schmiedeknecht <william.schmiedeknecht@thekey.com>
To
Elizabeth Clark <eclark@thekey.com>, Timon Page <timon.page@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Michelle Hudgins <michelle.hudgins@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Timothy Thomas <tt@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Ilona Ivey <ilona.ivey@thekey.com>
Date
Fri, 8 Nov 2024 12:22:43 -0600
Folder
INBOX
--000000000000e7a2a106266ad6bb Content-Type: text/plain; charset="UTF-8" Hello Team, Here are the notes from the meeting: - Robert Gowans - Payments are declining weekly, client is not answering calls or responding to emails. Local office has not had luck with the customer either. Client pays but is never up to date. Local office has threatened previously to end services and customer paid balance. Timon Page to speak to the client. - Tanzil-Ur-Rehman Muahmmad - Client is only depositing so much money to pay her balances, but is not depositing enough to keep up with her balance. Client had just gone on vacation as per Timon Page, client is expected to pay on Monday 11/11/2024. Timon Page to speak to the client directly. - Manoir Outremont Residence - We are awaiting a payment from the facility but have still not received it. Michelle Spoke with Gina from the facility but Gina is on vacation until 11/25/2024. Michelle to follow up when she returns. Michelle left a message with the receptionist to see if we could get an alternative contact before then. Joey Taylor to assist when Gina returns. - Vancouver Coastal Health - Sharon Speirs has not been able to speak with Nazrine, but has resubmitted invoices to the facility. Just awaiting facility to process invoices. - CDHC - Michelle has been following up with the top 10, stating she has been working through it pretty smoothly. A CDHC representative has stated Michelle can go onto the portal to check on individual accounts. Payments expected shortly. Sharon Speirs had a question about removing the tax flag on all of the Vancouver Coastal Health accounts, since they are a Government entity. Sharon wanted to make sure she didn't cause an issue when switching off the tax. Lito and Wil to connect with Kristy to do an audit and see if there was an impact. FD Ticket# 918132. Thank you, -- *William Schmiedeknecht* Team Lead - Customer Contact & Collections *Email: William.Schmiedeknecht@thekey.com * (972) 525-0812 | ext 100006 TheKey.com [image: TheKey] --000000000000e7a2a106266ad6bb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Team,=C2=A0 Here are t= he notes from the meeting:=C2=A0 Robert Gowans - Payments are declining weekly, client is not answering calls or responding to email= s. Local office has not had luck with the customer either. Client pays bu= t is never up to date. Local office has threatened previously to end servic= es and customer paid=C2=A0balance. Timon Page to speak to the client. Tanzil-Ur-Rehman Muahmmad - Client is only depositing so much money to pay her balances, but is no= t depositing enough to keep up with her balance. Client had just gone on vacation as per Timon Page, client is expected to pay on Monday 11/11/2024. Timon Page to speak to the client directly. Manoir Outremont Residence - We are awaiting a payment from the facility but have still not receive= d it. Michelle Spoke with Gina from the facility but Gina is on vacation until

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