Re: IMPORTANT: Fwd: Billing Update.- Bill Picken

Thank you for the clarification.

On Thu, Sep 14, 2023 at 5:54 PM <kristy.poyner@thekey.com> wrote:

> Hi Elizabeth,
>
>
>
> Thanks for looping me in.
>
>
>
> Hi Tim & Chuck,
>
>
>
> CDHC clients have been set up with split authorizations as decided with
> the Calgary team on 6/13. This ensures that we are billing the authorized
> amount to CDHC and only invoicing the client for what they are responsible
> for. My understanding of the previous process was that everything was
> billed to the clients account so they in turn had to wait for CDHC payments
> to post to identify their amount due privately. The new process ensures
> they are only billed for what they owe.
>
>
>
> In the example below we billed a total of $5,647.68. CDHC is responsible
> for $4,246.05 (132.07*32.15) where Mary would be responsible for $1,401.63.
> Screen shots below for your reference.
>
>
>
> Apologies for the confusion. We will have additional training with out
> collections team to know how to explain this process in the future.
>
>
>
> Let me know if you have any additional questions.
>
>
>
>
>
>
>
>
>
>
>
> Thank you,
>
> *Kristy Poyner*
>
> Billing Manager
>
> Kristy.Poyner@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* eclark@thekey.com <eclark@thekey.com>
> *Sent:* Thursday, September 14, 2023 8:26 AM
> *To:* kristy.poyner@thekey.com; michelle.kenaga@thekey.com
> *Cc:* 'Timothy Thomas' <tt@thekey.com>; 'Chuck Terlesky' <
> cterlesky@thekey.com>; billing@thekey.com
> *Subject:* RE: IMPORTANT: Fwd: Billing Update.- Bill Picken
> *Importance:* High
>
>
>
> Hi Tim
>
>
>
> Thank you for looping me in. If this is an integrated location, both
> Kristy and Michelle are the best points of contact to help with this. I’m
> copying the Help Desk to ensure this is captured in a FreshDesk ticket for
> record keeping purposes as well.
>
>
>
> Kristy & Michelle
>
>
>
> Please let me know if there are opportunities to coach for the below
> internal OTC team members mentioned/copied on the thread so I can address,
> once you’ve had the opportunity to look into it.
>
>
>
> Elizabeth Clark
>
> *Director, CI & Transformation*
>
> *Long Term Care Insurance, Onboarding*
>
>
>
> *TheKey*
>
>
>
>
>
> *From:* Timothy Thomas <tt@thekey.com>
> *Sent:* Thursday, September 14, 2023 6:09 AM
> *To:* Chuck Terlesky <cterlesky@thekey.com>; Elizabeth Clark <
> eclark@thekey.com>
> *Subject:* IMPORTANT: Fwd: Billing Update.
>
>
>
> Hi Chuck,
>
>
>
> What are we doing wrong here? Is it simple that his invoices don't show
> the portion allocated to Blue Cross? Sounds like they need different
> payment terms as well, how long does it typically take for Blue Cross to
> pay?
>
>
>
> Please let Elizabeth know so we can get this resolved for Bill today.
>
>
>
> Thanks
>
> Tim
>
> ---------- Forwarded message ---------
> From: <billpicken@shaw.ca>
> Date: Wed, Sep 13, 2023 at 7:27 PM
> Subject: RE: Billing Update.
> To: Ali Malik <ali.malik@thekey.com>
> Cc: <tt@thekey.com>, <ccartwright@thekey.com>, <ssousa@thekey.com>, Chuck
> Terlesky <cterlesky@thekey.com>, Dan Picken <dpicken@shaw.ca>
>
>
>
> Hi Ali
>
> We seem to be getting nowhere.
>
> I got a call this afternoon from Michela Hudgins who seemed in a real
> hurry to charge everything to my credit card.
>
> I asked her to send the invoices and I would confirm the hours charged and
> process the payment, she replied she would process the payment!
>
> The three invoice she sent are totally incomplete!
>
>
>
> *Does anyone at the Key understand that Alberta Blue Cross covers a
> portion of my Mother’s care and that after confirming the hours worked and
> charged I would process a payment after confirming Blue Cross has been
> billed and has covered their portion?*
>
>
>
> The invoices sent only cover a portion of the months June, July and August
> , and show nothing from Blue Cross.
>
> This is really getting ridiculous!
>
> Bill
>
>
>
>
>
> *From:* Bill Picken <billpicken@shaw.ca>
> *Sent:* Thursday, August 31, 2023 11:56 AM
> *To:* Ali Malik <ali.malik@thekey.com>
> *Subject:* Re: Billing Update.
>
>
>
> Hi Ali
>
> Have you reconciled Jun and July.
>
> Please send me the invoices.
>
> Thanks Bill
>
> Sent from my iPad
>
>
> On Jun 20, 2023, at 7:16 AM, Ali Malik <ali.malik@thekey.com> wrote:
>
> Hey Bill,
>
>
>
> As mentioned previously only pay partial of the invoice ($618). We are
> going to credit the remaining balance.
>
>
>
> As for June's invoice, we did not reconcile payment yet from CDHC, once we
> do, you will see that in the versapay system.
>
>
>
> @TheKey Billing <billing@thekey.com> Please add credit to invoice 429619
> as per email above. total credit would be $521.89 leaving balance on
> invoice for $618
>
>
>
> <image.png>
>
>
>
> On Mon, Jun 19, 2023 at 6:44 PM <billpicken@shaw.ca> wrote:
>
> Hey Ali
>
> Are we looking at the same website?
>
> Invoice 429619 shows balance of 1139.89, no mention of credits for 462.50
> or 59.39   *=618.00*
>
> Invoice 466639 does not show any payment from Blue Cross for May?
>
> Bill
>
>
>
> *From:* Ali Malik <ali.malik@thekey.com>
> *Sent:* Monday, June 19, 2023 10:35 AM
> *To:* billpicken@shaw.ca
> *Subject:* Re: Billing Update.
>
>
>
> Hey Bill,
>
>
>
> Junes invoice we still have to reconcile CDHC payment. Mays invoice, that
> is still owed by family. You can pay that straight through the portal.
>
>
>
> thanks
>
>
>
> On Mon, Jun 19, 2023 at 12:27 PM <billpicken@shaw.ca> wrote:
>
> Hi Ali
>
> I don’t think uour online invoices are right yet?
>
> Bill
>
> <image001.png>
>
>
>
> *From:* Ali Malik <ali.malik@thekey.com>
> *Sent:* Wednesday, June 14, 2023 10:46 AM
> *To:* billpicken@shaw.ca
> *Subject:* Re: Billing Update.
>
>
>
> Hey Bill ,
>
>
>
> Yes everything should be on versapay.
>
>
>
> Please ignore Junes invoice as that is for Mays services waiting for CDHC
> to pay.
>
>
>
> thanks
>
>
>
> On Wed, Jun 14, 2023 at 10:55 AM <billpicken@shaw.ca> wrote:
>
> Hey Ali
>
> Do you have all of the invoices and payments online now?
>
> Bill
>
>
>
> *From:* Ali Malik <ali.malik@thekey.com>
> *Sent:* Wednesday, June 7, 2023 8:00 AM
> *To:* Bill Picken <billpicken@shaw.ca>
> *Cc:* Cheryl Cartwright <ccartwright@thekey.com>; TheKey Billing <
> billing@thekey.com>; Shawntel Sousa <ssousa@thekey.com>; Chuck Terlesky <
> cterlesky@thekey.com>; Timothy Thomas <tt@thekey.com>; Dan <
> dpicken@shaw.ca>
> *Subject:* Re: Billing Update.
>
>
>
> Hey Bill,
>
>
>
> We were going to put credit in the system to reflect bookings but what we
> can do is add a credit note to the month of April. Since there is a balance
> owed by the family of 1139.89, we can minus the tax credit from this
> balance and I will have the team add credit. In addition to this we will
> minus surcharge for the creditcard from the balance due as well.  So the
> balance owed by the family for the month of April would now be 1139.89 -
> 462.5 (tax credit) - 59.39 (surcharge) = *$618.00.*
>
>
>
> Also bookings from Jan-March 31st, Chuck will be able to assist you as I
> have no insight for anything prior to transition in April besides the tax
> issue which we addressed above.
>
>
>
> @Chuck Terlesky <cterlesky@thekey.com> Chuck can you provide insight on
> Bills concern about January hours? It looks like there's only a dispute of
> 1 hour?
>
>
>
> thank you
>
>
>
>
>
> On Tue, Jun 6, 2023 at 10:14 PM Bill Picken <billpicken@shaw.ca> wrote:
>
> Hey Ali
>
> We don’t seem to be reconciled yet.
>
> There should be credits for the GST paid in January and February, see the
> screen shot of Chuck’s email.
>
> What is the surcharge on the April  invoice, see screenshot.
>
> Why did BlueCross only pay for 130.98 hrs in January, contracted to cover
> 132.07 hrs.    Chucks report say 132 hrs.?
>
> Please let me know when you get Jan 1st to April 30th reconciled.
>
> I would like to see all debits and credits.
>
> Bill
>
> <image002.jpg>
>
> <image003.jpg>
>
> <image004.jpg>
>
>
>
> Sent from my iPad
>
>
> On Jun 6, 2023, at 11:56 AM, Ali Malik <ali.malik@thekey.com> wrote:
>
> Hey Bill,
>
>
>
> So we have reconciled all of the CDHC payments for the month of April. The
> total we received from CDHC for bookings from March 29-April 30th was
> $5017.65.
>
>
>
> You can see below that we charged your card for 2 invoices. The $630 was a
> valid charge for payment owed from family for month of March. The charge
> for $1568.80 on creditcard was for the full invoice when we should have
> charged partial, i've included this in breakdown.
>
>
>
> So essentially the total billed for all invoices in April was *$7726.34. *The
> total we got paid from CDHC was *$5017.65.* The total we charged your
> card for these invoices was *$1568.80*. So the total left owing by family
> for month of April would be* $1139.89* (7726.34 - 5017.65 - 1568.80)
>
>
>
> What we can do is charge 1139.89 to the creditcard on file and close off
> the month of April. Going forward everything will be straight forward as we
> have switched to monthly billing. The month of Mays invoice will come out
> Wednesday, we will submit the whole month and then let you know once CDHC
> pays us.
>
>
>
> We apologize for the back and forth Bill. I will assure you that we
> won't have these issues going forward with the new changes.
>
>
>
> Please let me know how you want to proceed. Do not look at our online
> system and that needs to be updated still. Please only review above and
> attached breakdown.
>
>
>
> If you require anything else , please just send me an email and I will
> assist you right away.
>
>
>
> <image.png>
>