Re: Re: [EXTERNAL] Tom Schnitzer Oct 2022 Charges

From
Cheryl Cartwright <ccartwright@thekey.com>
To
eclark@thekey.com
CC
Dennis Fancy <dfancy@thekey.com>, Alexis Parrish <billing@thekey.com>, ali.malik@thekey.com, bboxall@thekey.com, lswaikoski@scu.mb.ca, sumira.suthesan@thekey.com, tt@thekey.com
Date
2023-06-20 16:11:14
Folder
INBOX
--0000000000003a4cef05fe946b6b Content-Type: multipart/alternative; boundary="0000000000003a4cee05fe946b6a" --0000000000003a4cee05fe946b6a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Elizabeth, Your last email confused me. We over charged a client and now have to credit them back. We are writing a cheque to do so as this was his preferred method of payment. Cheryl On Tue, Jun 20, 2023 at 12:51=E2=80=AFPM wrote: > Hi There- > > > > Can you clarify the below? An internal staff member of TK is sending a > check to the lockbox, and we=E2=80=99re using that cash to credit the cli= ent? > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > > > > *From:* Dennis Fancy > *Sent:* Tuesday, June 20, 2023 8:35 AM > *To:* Cheryl Cartwright > *Cc:* Alexis Parrish ; ali.malik@thekey.com; > bboxall@thekey.com; eclark@thekey.com; lswaikoski@scu.mb.ca; > sumira.suthesan@thekey.com; tt@thekey.com > *Subject:* Re: Re: [EXTERNAL] Tom Schnitzer Oct 2022 Charges > > > > Hi Cheryl, > > > > I will write a cheque and have Brian put it in the mail. > > > *Dennis Fancy, BSP* > > Care Solutions Manager > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > On Mon, Jun 19, 2023 at 7:45=E2=80=AFPM Cheryl Cartwright > wrote: > > I believe there is a credit owed that is being paid by cheque from the > Winnipeg office. Dennis can you confirm if this is being handled or how w= e > can help. > > > > Cheryl > > > > On Mon, Jun 19, 2023 at 6:32 PM Alexis Parrish wrote= : > > Hi Cheryl, > > > > > > > > Please loop Billing in if any credits in the end are due to the client. > Thank you. > > > > > > > > > > > > > > Thanks, > > > > Alexis Parrish > > > > > > Alexis Parrish Billing Help Desk Billing@thekey.com 866-226-1702 > > On Mon, 19 Jun at 12:31 PM , Sumira Suthesan > wrote: > > Will do. > > > > Thank you, > > Sumira > > > > On Mon, Jun 19, 2023 at 9:30=E2=80=AFAM Cheryl Cartwright > wrote: > > Thank you for letting me know. Please let me know if you do not reach > Patrick so I can try. > > > > Thanks, > > > > Cheryl > > > > On Mon, Jun 19, 2023 at 1:25 PM Sumira Suthesan sumira.suthesan@thekey.com> wrote: > > Hi Ali, > > > > I called Patrick an hour ago and left a voicemail. > > I will try again later today. > > > > Thanks, > > Sumira > > > > On Mon, Jun 19, 2023 at 9:22=E2=80=AFAM Ali Malik = wrote: > > Hey Cheryl, > > > > Sumira is working on it right now. We need to go back and review what the= y > are diputing. Once we review all charges from our CAFT system, we will ha= ve > better understanding as to what happened back in Oct. As of right now, > there is no credit in system, so charges look valid but nevertheless we a= re > going to review. > > > > @Sumira Suthesan Please call client ASAP and > explain the situation. Let them know we will be in touch and if we have t= o > offer a refund, we will send it back via etransfer. > > > > thanks

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