--0000000000002c4aa40609949594 Content-Type: multipart/alternative; boundary="0000000000002c4aa20609949593" --0000000000002c4aa20609949593 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Perfect!! Thanks for the clarification Tim and for the quick the response @Elizabeth Clark !!! On Tue, Nov 7, 2023 at 1:57=E2=80=AFPM wrote: > Oh!!!! I am so sorry, sheesh. > > > > If we notice a card starts to fail we will reach out to them to get a new > one. We shouldn=E2=80=99t need to engage your team for that, unless a cli= ent is not > replying to us consistently and we need support. > > > > *From:* Timothy Thomas > *Sent:* Tuesday, November 7, 2023 10:54 AM > *To:* eclark@thekey.com > *Cc:* Joey Taylor ; Desiree A. desiree.aranjo@thekey.com>; Dennis Fancy ; Taylor > Cleland > *Subject:* Re: Billing > > > > H Elizabeth, > > > > I believe Joey was referring to credit card / PAD account information > changes. For example if a clients credit card expires does billing handle > the update and client contact or is the field asked to step in? > > > > On Tue, Nov 7, 2023 at 1:35=E2=80=AFPM wrote: > > Gotcha. > > > > For Calgary and Toronto the process is different because we invoice via > NetSuite/Versapay. For those clients we integrate the Payer address/email= , > if there is one. In the absence of a Payer, the Client address/email is > where invoices are sent. This is automated when you update ClearCare, as > those changes integrate overnight. > > > > For Montreal, we invoice out of Quickbooks so I=E2=80=99d need to bring t= he > Invoicing team/Randi (our accountant) to advise. > > > > For all others, the updates you make in CC should be instant and > automatic. > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > > > > *From:* Joey Taylor > *Sent:* Tuesday, November 7, 2023 10:32 AM > *To:* eclark@thekey.com > *Cc:* Timothy Thomas ; Desiree A. desiree.aranjo@thekey.com>; Dennis Fancy ; Taylor > Cleland > *Subject:* Re: Billing > > > > Hey Elizabeth, > > It would be for across Canada. Unless different provinces have different > regulations concerning this? > > Thanks, > > > > On Tue, Nov 7, 2023 at 1:28=E2=80=AFPM wrote: > > Hi There > > > > Happy to help. Can you tell me what URL/region of Canada this is for > (Montreal vs Calgary)? > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > > > > *From:* Joey Taylor > *Sent:* Tuesday, November 7, 2023 10:27 AM > *To:* Elizabeth Clark ; Timothy Thomas > *Cc:* Desiree A. ; Dennis Fancy dfancy@thekey.com>; Taylor Cleland > *Subject:* Billing > > > > Good Afternoon Elizabeth, > > I was wondering what the procedures were for an existing client who wants > to update billing information. Does the Care Solutions team send out a > PandaDoc for updated info to the client and upload it on ClearCare once i= t > is complete? Or does the bil