Re: FW: Anna Jeffrey (100547) AZA Care Management and Wellesley Accounts Open balances.$142,402.81 - [#1034745]

--0000000000007675d80631aa2a9b Content-Type: multipart/alternative; boundary="0000000000007675d70631aa2a9a" --0000000000007675d70631aa2a9a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Jen, My apologies! I brought up to the Wellesley location attention =F0=9F=98=8A as the custom= er has 2 different accounts. I appreciate your support on this! On Mon, Mar 31, 2025 at 10:24=E2=80=AFAM Jen Mahoney wrote: > Hi Everyone, > > I just spoke with the Care Manager for this client and left a voicemail > for the POA. I will f/u on this matter on my own and will continue to kee= p > this thread updated until payment is received. > > I'm a little confused about how this became an issue. Cristina and I > exchanged emails on 3/11/2025 and this client was never mentioned as bein= g > behind or on the radar at all. Also, I've requested that prior to reachin= g > out to any clients/responsible parties, etc for AZA clients, that I first > be notified. > > My goal in doing this is so that I can f/u with the clients/responsible > parties since I'm already a known entity. There have been a lot of > miscommunications between Billing Dept and the AZA team which makes clien= ts > uneasy. I've even been told "it looks like you don't know what you're > doing" by a client. In an effort to avoid these issues moving forward, I > ask that you please bring any and all AZA Care Mgmt/Live Well MA client > matters to my attention so I can follow-up on it myself. > > In this particular case, the Care Manager of 10 years is retiring in a fe= w > months so I've been trying to make my own contact with the POA while at t= he > same time Billing is reaching out unbeknownst to me. I want to make sure > this is handled gingerly so the POA doesn't wish to move the client > elsewhere. > > Thanks, > Jen > > On Mon, Mar 31, 2025 at 12:03=E2=80=AFPM Jen Mahoney > wrote: > >> Hi All, >> >> Please let me follow up. Will send update to this thread today. >> >> -Jen >> >> On Mon, Mar 31, 2025 at 12:02=E2=80=AFPM Cristina Gutierrez de Pineres > cristina.gutierrezdepineres@thekey.com> wrote: >> >>> Dear Elizabeth, >>> >>> I just wanted to let you know that Lito, my manager, confirmed Mr. >>> Chavez's phone number as 617-695-9799. I have already called and left a >>> message. I will keep trying to reach him and will keep you updated as s= oon >>> as he gets back to me. >>> I appreciate your support! >>> >>> On Mon, Mar 31, 2025 at 8:45=E2=80=AFAM Cristina Gutierrez de Pineres >> cristina.gutierrezdepineres@thekey.com> wrote: >>> >>>> Good morning, Elizabeth! >>>> >>>> I had been emailing customers Trustee Mr. David Chaves for over a >>>> month regarding the pending invoices. Unfortunately, he has been >>>> completely unresponsive, I=E2=80=99ve been reaching out via his email= , dchaves@tylerandreynolds.com >>>> on a weekly basis , he does not have a phone number on file, I have >>>> been bringing this account to the local office's attention in our AR >>>> m