----==_mimepart_65b7ce7c7cb4a_2203fce68d1332041376169 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Shawntel, Since last June, Billing has been performing a Finance W= elcome Call Audit for new clients. Based on the New Client Audit report t= hat PSG distributes, we put together a report every Monday of new clients= who have been added into our billing system. We review these clients' ac= counts to determine the accuracy of the account setup, contract paperwork= (CCA and PAF), client contacts, billing rate(s), etc. If all of this inf= ormation is accurate with no discrepancies, we then request from the clie= nt's CSM to initiate a call to the client's Payer/POC or the client him/h= erself (if the client is his/her own POC) to discuss and t o verify all o= f this information with them We need to ensure that the client is aware o= f the billing rate(s), how we invoice, when we invoice, how to use Versap= ay, etc. We also confirm with the client the contacts at the local office= for operational purposes, so they are aware. If there discrepancies (suc= h as a missing CCA/PAF, an incorrect billing rate, or any incorrect infor= mation), we let your office know of the discrepancy so we can resolve the= issue. Beginning this week, we have added all Canada locations to th= is audit. Your office, at this time, has the ability to opt out of Billin= g proceeding with a welcome call on a client by client basis only, if for= any reason your office does not want us to make the call for that partic= ular client.=C2=A0 Please reference for new Calgary client Mike Frost= (https://hcacalgary.clearcareonline.ca/clients/1000000000062500/) and ki= ndly let us know whether or not Billing can and/or should proceed with th= e Finance Welcome Call to him, since he is listed as his own POC. Tha= nk you! = = On Mon, 29 Jan at 11:09 AM , 155405 Mike Frost wrote: = FIN Welcome Call. = = Had to add the client's TD checking account information from the PAD int= o VP and set payments for autopay. ----==_mimepart_65b7ce7c7cb4a_2203fce68d1332041376169 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Shawntel, Since last June, Billing has been performing a Finance W= elcome Call Audit for new clients. Based on the New Client Audit report t= hat PSG distributes, we put together a report every Monday of new clients= who have been added into our billing system. We review these clients' ac= counts to determine the accuracy of the account setup, contract paperwork= (CCA and PAF), client contacts, billing rate(s), etc. If all of this inf= ormation is accurate with no discrepancies, we then request from the clie= nt's CSM to initiate a call to the client's Payer/POC or the client him/h= erself (if the client is his/her own POC) to discuss and t o verify all o= f this information with them We need to ensure that the client is aware o= f the billing rate(s), how we invoice, when we invoice, how to use Versap= ay,