Agreement Adjustment

From
Shawntel Sousa <ssousa@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>
Date
Tue, 28 Jan 2025 10:15:02 -0700
Folder
INBOX
--000000000000c963ec062cc75592 Content-Type: multipart/alternative; boundary="000000000000c963e9062cc75590" --000000000000c963e9062cc75590 Content-Type: text/plain; charset="UTF-8" Hi Tim, In speaking with DeAnn in the billing we noted that the Calgary agreement is not conclusive with what is required from a legal standpoint. DeAnn mentioned that the POA must fill out the section that I have attached below, but it does not indicate in our agreement that the POA is taking responsibility for any fee endured should there be a missed payment and it does not indicated that the POA has to send us their document of POA if the bank account is under the client's name. The agreement that was added to the slide for the POA documents is very clear and straightforward. My understanding from our section of the agreement is they are to fill this out to indicate understanding of extra costs should they not pay and to have their invoice directly mailed to them. When filling this out, our clients are getting paper copies of their invoices weekly. We just need a more clear agreement when it comes to the power of attorney portion and what we need from them. Hope this makes some sense. *Thank you,* *Shawntel Sousa, LPN* *Client Success Manager* *Office: 403-301-3777* *Direct: 403-305-6588* *TheKey.ca * [image: TheKey] --000000000000c963e9062cc75590 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim,=C2=A0 In speaking with D= eAnn in the billing we noted that the Calgary agreement is not conclusive= =C2=A0with what is required from a legal standpoint.=C2=A0 DeAnn mentioned=C2=A0= that the POA must fill out the section that I have attached below, but it d= oes not indicate in our agreement that the POA is taking responsibility for= any fee endured should there be a missed payment and it does not indicated= that the POA has to send us their document of POA if the bank account is u= nder the client&#39;s name.=C2=A0 The agreement that was added to the slide for= the POA documents is very clear and straightforward.=C2=A0 My understanding from= our section of the agreement is they are to fill this out to indicate unde= rstanding of extra costs should they not pay and to have their invoice dire= ctly mailed to them. When filling this out, our clients are getting paper c= opies of their invoices weekly.=C2=A0=C2=A0 We just need a more clear agreement w= hen it comes to the power of=C2=A0attorney portion and what we need from=C2= =A0them.=C2=A0 Hope this makes some sense. Thank you= , Shawntel Sousa, LPN Client Suc= cess Manager <b style=3D"color:rgb(14,38,45);f

Thread (50)