----==_mimepart_65aeae6131cfb_1c03fc441fe5110129503e9 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Poulami, Since last June, Billing has been performing a Finance We= lcome Call Audit for new clients. Based on the New Client Audit report th= at PSG distributes, we put together a report every Monday of new clients = who have been added into our billing system. We review these clients' acc= ounts to determine the accuracy of the account setup, contract paperwork = (CCA and PAF), client contacts, billing rate(s), etc. If all of this info= rmation is accurate with no discrepancies, we then request from the clien= t's CSM to initiate a call to the client's Payer/POC or the client him/he= rself (if the client is his/her own POC) to discuss and t o verify all of= this information with them We need to ensure that the client is aware of= the billing rate(s), how we invoice, when we invoice, how to use Versapa= y, etc. We also confirm with the client the contacts at the local office = for operational purposes, so they are aware. If there discrepancies (such= as a missing CCA/PAF, an incorrect billing rate, or any incorrect inform= ation), we let your office know of the discrepancy so we can resolve the = issue. Beginning this week, we have added Toronto to this audit. Your= office, at this time, has the ability to opt out of Billing proceeding w= ith a welcome call to any client, if for some reason your office does not= want us to make the call. For new client Simone Granger (https://tor= ontohca.clearcareonline.ca/clients/1000000000061984/), please let us know= if we can proceed with the welcome call to the client's son/POC Thierry = Granger. Thanks! = = On Mon, 22 Jan at 12:58 PM , 155140 Simone Granger wrote: FIN Welcome Call. ----==_mimepart_65aeae6131cfb_1c03fc441fe5110129503e9 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Poulami, 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 k