--00000000000097a729061c5d3647 Content-Type: multipart/alternative; boundary="00000000000097a728061c5d3646" --00000000000097a728061c5d3646 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, - Connect with Tim regarding Holiday agency setting processes. - Review Holiday settings for accuracy and update as needed. Both these tasks were completed!! Thank you, On Tue, Jul 2, 2024 at 2:43=E2=80=AFPM wrote: > Hi Joey and Roxana, > > > > Thank you for taking the time to meet today to clarify the Holiday Settin= g > process. I=E2=80=99ve outlined action items and summarized main points fr= om our > call below, but please let me know if there is anything I have missed. Ha= ve > a wonderful rest of your week! > > > > *Action Items* > > - Joey > - Connect with Tim regarding Holiday agency setting processes. > - Review Holiday settings for accuracy and update as needed. > - Stephanie > - Add holiday to all 6/24/2024 shifts. =E2=80=93 *Complete* > - Kristy/Michelle > - Connect with Payroll regarding payroll impact of Sunday to Monday > overnight period settings. > - *Depending on payroll response* =E2=80=93 reach out to Roxana to = update > period setting in ClearCare to align with current billing processes= . > > > > *Call Summary* > > - Local Office Partners are responsible for ensuring Holiday agency > settings are updated/accurate. > - Agency Holiday settings can be reviewed in ClearCare by hovering on > =E2=80=9CAccounting=E2=80=9D tab > =E2=80=9CRates & Policies=E2=80=9D = > click on =E2=80=9CHolidays=E2=80=9D > - > - =E2=80=9CStandard Holidays=E2=80=9D dates in ClearCare will update a= utomatically > - > - =E2=80=9CCustom Holidays=E2=80=9D dates in ClearCare do not update a= utomatically > - > - Discussed duplicate Montreal Holidays =E2=80=93 Holidays in Standard= and > Custom Holiday settings with different bill rates > - If a holiday is not included in agency settings, holiday will not > automatically be included on shifts or be available to add to shifts. > - B shifts for Sunday to Monday overnight shifts billed with Monday > shift period in billing system. > - Billing system limitations due to standardized billing cycles > - B shifts for Sunday to Monday overnight shifts currently included > with prior billing period in ClearCare billing screen. > - Due to Bill schedule setting in ClearCare > - Confirming impact of this setting on Payroll processes to > determine if this setting can be updated to match current billin= g process. > - > - Manual process for billing Overtime for temporary special case > live in > > > > > > Thank you, > > *Kristy Poyner* > > Billing Manager > > Kristy.Poyner@thekey.com > > [image: TheKey] > > > > *From:* michelle.kenaga@thekey.com > *Sent:* Friday, June 28, 2024 11:44 AM > *To:* 'Joey Taylor' ; kristy.poyner@thekey.com > *Cc:* clearcaresupport@thekey.com > *Subject:* RE: Montreal Billling > > > > Hi Joey, > > > > This was an item we addressed in our CAD check in meetin