Re: Fred Wicks

--000000000000f32e9f060a9bf05c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The note has been removed in clearcare. On Mon, Nov 20, 2023 at 3:41=E2=80=AFPM wrote: > Good afternoon, > > > > It appears that this account has been brought current. @'Michelle Hudgins= ' > please remove the note on the clients file. > > > > Gerard > > > > *From:* eclark@thekey.com > *Sent:* Monday, November 20, 2023 2:30 PM > *To:* 'Cheryl Cartwright' ; 'Michelle Hudgins' michelle.hudgins@thekey.com>; 'Taylor Cleland' ; > 'Timothy Thomas' ; 'Gerard Draetta' gerard.draetta@thekey.com> > *Cc:* 'TheKey Billing' ; 'Laszlo Kovacs' laszlo.kovacs@thekey.com> > *Subject:* RE: Fred Wicks > > > > Hi Cheryl > > > > Thanks for reaching out. I am looping Gerard into this thread as he helpe= d > to add these notes to ClearCare. > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > > > > *From:* Cheryl Cartwright > *Sent:* Monday, November 20, 2023 11:11 AM > *To:* TheKey Billing ; Michelle Hudgins michelle.hudgins@thekey.com>; Elizabeth Clark ; Taylor > Cleland ; Timothy Thomas > *Subject:* Fred Wicks > > > > Good Afternoon, > > > > We went to schedule a shift for our Toronto client Fred Wicks and saw a > note on his file "NOT TO STAFF AS THE ACCOUNT IS PAST DUE AND TO CONTACT > COLLECTIONS" > > > > Our office was never even informed this account was past due or suspended > and it made for an embarrassing call to our client. Is the account actual= ly > overdue and can we have a better process for canceling our clients > because we don't always see the note on file until after we get off the > phone with them. I also think it would have been helpful if we had been > informed so one of us could have reached out to see about payment. > > > > We do need to know if this has been settled and if not I will reach out. > > > > Thanks, > > > > Cheryl > --000000000000f32e9f060a9bf05c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The note has been removed in clearcare. On Mon, Nov 20, 202= 3 at 3:41=E2=80=AFPM &lt; gerar= d.draetta@thekey.com &gt; wrote: Good afternoon, =C2=A0 It appears th= at this account has been brought current. @&#39;Michelle Hudgins&#39; please remove the note= on the clients file. =C2=A0= Gerard =C2=A0 From: eclark@thekey.com &lt; eclark@thekey.com &gt; Sent: Monday, November 20, 2023 2:30 PM To: &#39;Cheryl Cartwright&#3= 9; &lt; ccartwri= ght@thekey.com &gt;; &#39;Michelle Hudgins&#39; &lt; michelle.hudgins@thekey.com &gt;; &#39;Taylor Cleland&#39; &lt; tcleland@thekey.com &gt;; &#39;Timothy Thomas&#39; &lt= ; tt@thekey.com &gt;; = &#39;Gerard Draetta&#39; &lt; gerard.draetta@thekey.com &gt; Cc: &#39;TheKe= y Billing&#39; &lt; = billing@thekey.com &gt;; &#39;Laszlo Kovacs&#39; &lt; laszlo.kovacs@thekey.com &gt;= Subject: RE: Fred Wicks </