Re: New Client Audit Advance Payment 9/11/2024 - Frankie Ware - [#952501]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Marc Atkinson <billing@thekey.com>
CC
jinniefer.castillo@thekey.com, tt@thekey.com, lito.delapena@thekey.com, audraw@thekey.com, tsilton@thekey.com
Date
Thu, 12 Sep 2024 14:01:23 -0500
Folder
INBOX
--00000000000041f0140621f0bc95 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This should not have been a Care Commitment client. They are a Tier 1 client. Can we refund the advance payment and I will have Jinniefer send the correct CCA and get that uploaded. All the Best, Diane On Thu, Sep 12, 2024 at 1:54=E2=80=AFPM Marc Atkinson = wrote: > Hi Jinniefer and Diane, > > Please reference below for new client Frankie Ware ( > https://hcachicago.clearcareonline.com/clients/7483276/). > > Can your office please confirm if he is under the Care Commitment program > and required a $5,000.00 advanced payment to be processed? He is not > labeled as Care Commitment in Clearcare. However, we did end up processin= g > the $5,000.00 payment earlier today. > > If the client should not have been charged the $5,000.00 payment, we are > going to need to refund the funds. We might still be able to cancel the > charge, since it occurred today. Moving forward, please do not use any C= CA > which states Care Commitment with advanced payment, if the client is not = in > the Care Commitment program. > > Thank you! > > On Thu, 12 Sep at 11:48 AM , Lacey Behne > wrote: > Hi Renier, > > 5K advanced payment has been processed and keyed into NS. Closing ticket. > > > Thank you. > > Lacey Behne > > > On Wed, 11 Sep at 7:10 PM , Renier Caguimbal > wrote: > Hello Payment Application and Billing Team- > > Client Name Frankie Ware 161632 at NetSuite Location Chicago was created > on 9/11/2024 in NetSuite, and their paperwork (see below) indicates an ad= vanced > payment/credit is needed. Please review the customer in NetSuite to > ensure this is not already done. If no advanced payment is located, pleas= e > process per the Advanced Payment Credit Process shared on 2/23/23. There'= s > also no Care Commitment/Advance Payment tag in Clearcare. > > https://hcachicago.clearcareonline.com/clients/7483276/ > > [image: image.png] > > Thank you for your help! > Updating Tags & Payment Terms in NetSuite > Tags & Facility Contract Terms=E2=80=A6etc. > > > > 952501:611100 > --00000000000041f0140621f0bc95 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This should not have been a Care Commitment client. They a= re a Tier 1 client.=C2=A0 Can we refund the advance=C2=A0payment and I will= have Jinniefer=C2=A0send the correct CCA and get that uploaded. All the Best, Diane On Thu, Sep 12, 2024 at 1:54=E2= =80=AFPM Marc Atkinson &lt; billing@th= ekey.com &gt; wrote: Hi Jinniefer and Diane, Please reference below for new client Frankie Ware ( https://hcachicago.clearcareonline.com/clients/7483= 276/ ). Can your office please confirm if he is under the Care Com= mitment program and required a $5,000.00 advanced payment to be processed? = He is not labeled as Care Commitment in Clearcare. However, we did end up p= rocessing the $5,000.00 payment earlier today. If the client should not have been charged the $5,000.00 p= aym

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