This is a multipart message in MIME format. ------=_NextPart_000_05AD_01DACC85.CBA64880 Content-Type: multipart/alternative; boundary="----=_NextPart_001_05AE_01DACC85.CBA64880" ------=_NextPart_001_05AE_01DACC85.CBA64880 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey and Roxana, =20 Thank you for taking the time to meet today to clarify the Holiday = Setting process. I=E2=80=99ve outlined action items and summarized main = points from our call below, but please let me know if there is anything = I have missed. Have a wonderful rest of your week! =20 Action Items * Joey=20 * Connect with Tim regarding Holiday agency setting processes. * Review Holiday settings for accuracy and update as needed. * Stephanie=20 * Add holiday to all 6/24/2024 shifts. =E2=80=93 Complete * Kristy/Michelle * Connect with Payroll regarding payroll impact of Sunday to Monday = overnight period settings. * Depending on payroll response =E2=80=93 reach out to Roxana to update = period setting in ClearCare to align with current billing processes. =20 Call Summary * Local Office Partners are responsible for ensuring Holiday agency = settings are updated/accurate. * Agency Holiday settings can be reviewed in ClearCare by hovering on = =E2=80=9CAccounting=E2=80=9D tab > =E2=80=9CRates & Policies=E2=80=9D > = click on =E2=80=9CHolidays=E2=80=9D *=09 * =E2=80=9CStandard Holidays=E2=80=9D dates in ClearCare will update = automatically *=09 * =E2=80=9CCustom Holidays=E2=80=9D dates in ClearCare do not update = automatically *=09 * Discussed duplicate Montreal Holidays =E2=80=93 Holidays in Standard = and Custom Holiday settings with different bill rates * If a holiday is not included in agency settings, holiday will not = automatically be included on shifts or be available to add to shifts. * B shifts for Sunday to Monday overnight shifts billed with Monday = shift period in billing system. * Billing system limitations due to standardized billing cycles * B shifts for Sunday to Monday overnight shifts currently included with = prior billing period in ClearCare billing screen. * Due to Bill schedule setting in ClearCare * Confirming impact of this setting on Payroll processes to determine if = this setting can be updated to match current billing process.=20 *=09 * Manual process for billing Overtime for temporary special case live in =20 =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: michelle.kenaga@thekey.com =20 Sent: Friday, June 28, 2024 11:44 AM To: 'Joey Taylor' ; kristy.poyner@thekey.com Cc: clearcaresupport@thekey.com Subject: RE: Montreal Billling =20 Hi Joey,=20 =20 This was an item we addressed in our CAD check in meetings after our = first invoicing in Netsuite. 99.9% of our locations all bill with the = overnight shift on the next invoice. We identified this as a potential = concern as when billing in netsuite it grabs the shifts this way. We = billed this way and received no custome