Re: Mary Picken

Thanks for the information - I'll look at this and get back to you by the
afternoon if credit is needed.

Chuck

On Wed, Apr 19, 2023 at 4:25 PM Ali Malik <ali.malik@thekey.com> wrote:

> Hey Chuck,
>
> So the system charged Mary the invoices that werent paid before
> transition, (AR upload) : Payment amount: $2199.60 invoice numbers: 8727
> <https://hcacalgary.clearcareonline.ca/accounting/billing/receivables/invoice/8727/>
>  & 8853
> <https://hcacalgary.clearcareonline.ca/accounting/billing/receivables/invoice/8853/>
> I'm attaching these invoices in the email. Both invoices amount to the
> charge.
>
> I went in and took this client off from Autopay, so there are 2 invoices
> right now (after transition) that are outstanding. I will attach these as
> well.
>
> How do you want to proceed? Should I refund the $2199.60 charge?
>
>
>
> [image: image.png]
>
> On Wed, Apr 19, 2023 at 5:17 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> Ali can you help with chucks question?
>>
>> On Wed, Apr 19, 2023 at 4:48 PM Chuck Terlesky <cterlesky@thekey.com>
>> wrote:
>>
>>> Two issues - 1) I don't see under receivables that an invoice has been
>>> generated since April 4th, and 2) I need to see or know if Ali has charged
>>> the client first to know what I am talking about. It looks like no invoice
>>> was populated last Monday or this Monday.
>>>
>>> We will have to loop in Ali to find out what is going on - then I can
>>> speak with Bill.
>>>
>>> Thoughts?
>>> Chuck
>>>
>>> On Wed, Apr 19, 2023 at 2:03 PM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Chuck can you handle this please? Would prefer not to involve Ali at
>>>> this stage.
>>>>
>>>> On Wed, Apr 19, 2023 at 3:15 PM Shawntel Sousa <ssousa@thekey.com>
>>>> wrote:
>>>>
>>>>> Hi,
>>>>>
>>>>> Can I please have someone call this client regarding billing - I have
>>>>> been asking for a few days but no one knows who should call. They have
>>>>> questions about invoices and they are getting really mad that there
>>>>> hasn't been answers and I can't provide the answers because I can't see the
>>>>> billing anymore.
>>>>>
>>>>> The contact is Bill Picken regarding Mary Picken in Calgary.
>>>>>
>>>>> This call needs to be made today please and thank you.
>>>>>
>>>>> Also, they would like a copy of the increase letter sent to both Dan
>>>>> and Bill and they indicate that they have not received it.
>>>>>
>>>>> *Thank you,*
>>>>>
>>>>> *Shawntel Sousa, LPN*
>>>>>
>>>>> Client Success Manager
>>>>>
>>>>>
>>>>> Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office:
>>>>> 778-279-3634
>>>>>
>>>>> *TheKey.ca <http://TheKey.ca>*
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>> Chuck Terlesky B.A., CCPE
>>> General Manager/Regional Caregiver Ambassador for Canada
>>>
>>> 403-301-3777
>>>
>>> TheKey.ca   <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
> *Ali Malik*
> Manager - Financial Operations
>
>

-- 
Chuck Terlesky B.A., CCPE
General Manager/Regional Caregiver Ambassador for Canada

403-301-3777

TheKey.ca   <https://thekey.ca/>

[image: TheKey]