Ali OK has a template that Sandra had prepared. He can export from QuickBooks and drop it into the template. It has a logo and address etc.Tim ThomasHome Care Assistance514 726 7647On Feb 13, 2023, at 2:35 PM, Dominique Jacobs <djacobs@thekey.com> wrote:Hello,For Rochon, we have spoken with them multiple times, Cheryl has also gotten involved. They were approximately $9000.00 behind (40 hour a week client)Ali, for Sarfi I am seeing that it was not the excel sheet now but Robert's reply to the PDF document was " I need something for tax purposes. This doesn't even have your address in it...." Is there something that can be sent with an address and a signature from the billing department as proof for the government? If so, that would be great.Thank you Dominique Dominique Jacobs Client Care Manager/Licensed Practical NurseGestionnaire des soins/Infirmière auxiliaireTel: 514.907.5065 | Fax: 514.221.4265djacobs@homecareassistance.com | Homecareassistancemontreal.caOn Mon, Feb 13, 2023 at 2:25 PM Timothy Thomas <tt@thekey.com> wrote:Yes an initial conversation with client success is appropriate when a client becomes delinquent. Collections would take over once we're over 30 days in arrears. Please note that we've hired a bilingual collections manager for Canada that will be operational in early March. @Ali Malik How far behind is Rochon? On Mon, Feb 13, 2023 at 2:15 PM Tim Thomas <tthomas@thekey.com> wrote:Timothy, Cheryl?
Tim Thomas Sr.Home Care Assistance (Montréal)Tel: 514.726.7647tthomas@homecareassistance.com | Homecareassistancemontreal.ca
On Feb 13, 2023, at 2:08 PM, Ali Malik <ali.malik@thekey.com> wrote:Hi Dominique,For Sarfi: I have sent him the PDF format of a full account statement which shows the company name and precise breakdown. I've explained to him that this is what we provide all our clients and should be sufficient enough for tax purposes. I will attached the statement here for reference/For Tarantino: I will be sending the account statement tomorrow morning when I get access to QB . For Rochon: I've sent them a breakdown of what they need to pay, they had a pretty significant balance owed. I proposed PAD because it's the easiest method for the client as well because they don't need to constantly drop off cheques. The client receives weekly invoices but will most likely still call us when he is available to drop of cheques to see the balance owed. @Timothy Thomas How do you want to proceed with this case? Do we leave it as is or should we insist on transitioning to a different payment method?thank you,On Mon, Feb 13, 2023 at 12:44 PM Dominique Jacobs <djacobs@thekey.com> wrote:Good afternoon all,Client Tarantino: I just received a call from Franca Tarantino saying that she had requested a receipt for tax purposes and never received it. Client Sarfi (Harrison): Robert Sarfi had requested a tax receipt as well and the same Excel Spreadsheet was sent to him that was sent to the 24hr client Hirsch. Can Cheryl or Ali let me know if a new one was sent to him in an appropriate format? The Excel Spreadsheets (or Google sheets) do not have the company logo on them, they are simply just sheets with amounts, dates and total. I do not think we should be asking them to go back and look at all invoices that they have received throughout the year or to take screenshots of an e-signature to send to their accountant. I do not think this is professional, please let me know if I am wrong. Client Rochon: He does not want to pay PAD. He is confused and unfortunately this is an ongoing process of following up for the amount. Tim, if you like we can either stop services or continue to call him weekly. I do not think collections lie with the Care Managers, this is a billing issue or perhaps something Cheryl that you can reach out to them about again? He dropped a check today and will continue to do so going forward but they may require follow up. It puts Client Success Managers in a difficult position if we are asked to “collect”/ follow up on payments.Thanks so much,Dom Dominique Jacobs Client Care Manager/Licensed Practical NurseGestionnaire des soins/Infirmière auxiliaireTel: 514.907.5065 | Fax: 514.221.4265djacobs@homecareassistance.com | Homecareassistancemontreal.ca
-- Ali MalikManager - Financial Operations
<Report_from_Home_Care_Assistance_Montral__Soins__Domicile (4) (2).pdf>-- Tim ThomasHead of Canada DivisionPlease note my email has changed:tt@TheKey.com(514) 591-9387TheKey.com