RE: CAD Email #1 Communication - 04/19/2024

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
CC
"'Lito Delapena'" <lito.delapena@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>, <gerard.draetta@thekey.com>, "'Alyson Rohane'" <alyson.rohane@thekey.com>
Date
2024-05-02 08:20:19
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0705_01DA9C69.92ABE950 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0706_01DA9C69.92ABE950" ------=_NextPart_001_0706_01DA9C69.92ABE950 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim- * If there is a =E2=80=9CPayer=E2=80=9D contact marked in ClearCare, = this is the email invoices and statements will be sent to. This contact = flows from Clearcare to Versapay nightly through an integration so you = can change it daily, and it will flow automatically.=20 o If the =E2=80=9CPayer=E2=80=9D has no email, but has an address = listed, we will mail invoices/statements to that address. * If there is no =E2=80=9CPayer=E2=80=9D on file, invoices and = statements will be sent to the Email listed in the Customer Profile. = When there is no payer, this contact flows from Clearcare to Versapay = nightly through an integration so you can change it daily, and it will = flow automatically. o If the Customer has no email, but has an address listed, we will mail = invoices/statements. If additional contacts should receive invoices, check the =E2=80=9CEmail = Invoices=E2=80=9D box in the Contact record for that respective contact. * Email Invoice Contacts are added once, when the client is newly = activated.=20 * If you add/adjust those after the start of care, email = Billing@TheKey.com to notify us so we can = add those for you later in the client lifecycle. * NO other contacts will be added to Versapay unless the team reaches = out to the Help Desk.=20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Long Term Care Insurance Onboarding Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 =20 From: Alyson Rohane =20 Sent: Thursday, May 2, 2024 7:18 AM To: Timothy Thomas Cc: Lito Delapena ; eclark@thekey.com; Joey = Taylor ; Laszlo Kovacs = ; gerard.draetta@thekey.com Subject: Re: CAD Email #1 Communication - 04/19/2024 =20 Yes, we can add them as additional email recipients to receive the = invoices in Versapay.=20 On May 2, 2024, at 6:29=E2=80=AFAM, Timothy Thomas = wrote: =EF=BB=BF Joey, please email each account individually. Let them know we need 1 = primary email address for access to our Versapay portal and which = account we should use.=20 =20 @Alyson Rohane once set up, the other = accounts will receive the invoice as well, correct? =20 On Wed, May 1, 2024 at 7:58=E2=80=AFPM Alyson Rohane = > wrote: Hey, @Joey Taylor and @Timothy Thomas = can you please confirm the primary contact for = each customer?=20 =20 Hi, @Lito Delapena can you please = confirm when you have sent out the remaining emails to Montreal?=20 =20 1. Chateau Sur Le Lac Residence:=20 info@chateausurlelac.com nurses@chateausurlelac.com dsi@chateausurlelac.com 2. Erna Medeke: judyg@rogers.com jackie22gal@gmail.com 3. Residence Lumia: jsantiago@cogir.net ssivaraman@cogir

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