--000000000000cad7ed0621f231e8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please assist, I think they should hear from the billing department. I have not been given direction yet on what their payment options are. Sharon is the POA of finances for Sue. Kristal Parris RN, BScN Client Success Manager TheKey LLC Email: Kristal.Parris@thekey.com Website: Thekey.com On Thu, Sep 12, 2024, 4:41=E2=80=AFPM Marc Atkinson wr= ote: > Hi Kristal, > > Linda Creighton called in and spoke with Alexis in our Billing Help Desk > and Alexis then notified me that she wanted to speak with me. > > I have not yet called her back, because there is more to get resolved > other than Billing Help Desk adding in the card information. Ideally, we > need to obtain the new CCA and a new PAF. > > Can you please confirm if your office has spoken with her regarding these > matters, as of yet? If you want me to call her back to attempt to obtain > the card information and to process payment on the overdue invoices, plea= se > let us know. > > Thank you! > > On Wed, 11 Sep at 4:49 PM , Kristal Parris > wrote: > Hi Marc, > > Understood. > > They will need to sign a new client agreement as this is a migrated clien= t > from Mavencare so there are no electronic copies of their documents. > > We are working on this with the family to get this all aligned. > > Kristal Parris RN, BScN > Client Success Manager > TheKey LLC > Email: Kristal.Parris@thekey.com > Website: Thekey.com > > On Wed, Sep 11, 2024, 3:24=E2=80=AFPM Marc Atkinson = wrote: > >> Hi Kristal, >> >> Just to clarify here. The decision to allow the client to not be on >> autopay and/or to pay via e-transfer would need to be made by Tim Thomas >> and our Order to Cash Director Laszlo Kovacs. I just put them both on co= py >> here. >> >> Also, we just noticed that there is no CCA uploaded into Clearcare for >> this client. Can your office please get this uploaded as soon as possibl= e? >> We need to have the client's contact on file if we are providing service= s. >> Cathy Saari in our Billing Help Desk team brought this particular issue = to >> your attention on 9/4 and 9/5. >> >> Hi Tim and Laszlo, >> >> Please reference for Toronto client Susan "Sue" Pinder 146272 / >> https://torontohca.clearcareonline.ca/clients/1000000000040435/. Please >> see below for some background information on this case along with the >> current requests of the client's POA Linda Creighton: >> >> - We do not have an acive CCA and PAF on file in Clearcare. >> - After the integration into Netsuite and Versapay, payments were being >> processed through Stripe and posted onto the client's account. We have >> never processed a payment for this client out of VP. >> - The client's credit card has expired, so we can no longer process any >> payments. Unfortunately, we cannot locate the full card information, so >> just having the new expiration date is not going to allow us to enter th= e >> card into VP. I did