--0000000000003086a8061791f9d8 Content-Type: multipart/alternative; boundary="0000000000003086a8061791f9d7" --0000000000003086a8061791f9d7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good afternoon, all - Below outlines the status of this week's tasks for the Canada Go-Live Checklist and the agenda for Monday's call. If there is something you would like to discuss, please come prepared. We have extended the call from 15 minutes to 30 minutes beginning on Tuesday as we approach the target go-live date. *Agenda 05/06:* - Status updates for tasks 'In Progress' - Review and address any questions for 'Pipeline' tasks *Go-Live Deadline:* 05/15/2024 *Status:* On Target *Billing Period:* 05/06/2024 =E2=80=93 05/12/2024 *Cut-Over Checklist:* https://docs.google.com/spreadsheets/d/1cnYgznLVc75rdUvA2NtkxNZS09r13gFE/ed= it#gid=3D914560594 Week of 04/29/2024 - 05/03/2024 Completed Step # Activity Start Due Completed Date Task Owner 13 Pull aging for account clean up. Identify uncollectible balances. 4/12/2024 4/26/2024 4/30/2024 Gerard 15 Montreal - PO from Quickbooks to be added to Netsuite Customer Record for clients 4/18/2024 5/1/2024 4/30/2024 Stephanie/Kristy 16 POs from Clearcare 4/18/2024 5/1/2024 4/30/2024 Stephanie/Kristy 22 Send list to HD 4/24/2024 4/24/2024 4/29/2024 CI 24 Missing address needs to be resolved - missing both nothing sent. if no email, snail mail invoices 4/24/2024 4/24/2024 5/3/2024 Local Office 25 Go-Live Email Reminder #1 4/24/2024 4/26/2024 5/3/2024 Lito 29 Add "Email Invoices" for customers identified by Local Office 4/24/2024 5/10/2024 5/3/2024 PSG/Lito 32 List of client's under Montreal for language preference 4/25/2024 4/30/2024 4/30/2024 Joey/Tim 33 Send list of templates & FAQ to Help Desk 4/29/2024 5/3/2024 5/2/2024 CI 34 Send list of templates & FAQ to Local Office 4/29/2024 5/3/2024 5/1/2024 CI 39 Montreal only: Setup the existing customer's language preference 5/1/202= 4 5/14/2024 5/1/2024 CI 41 Pull aging (Montreal) for Appwrap team for all inactive clients with a balance 5/3/2024 5/3/2024 4/30/2024 Gerard 42 Pull aging for Appwrap team for all inactive clients with a balance 5/3/2024 5/3/2024 4/29/2024 Gerard 43 Pull active list and compare against aging. Any on the list that are not active are inactive and will need to have their record set up in NS. 5/3/2024 5/3/2024 5/1/2024 CI 47 Validate Payer/Client Email in NetSuite 5/6/2024 5/10/2024 5/2/2024 Loca= l Office 48 Turn on Saved Search for language and surcharge (appwrap) 5/6/2024 5/10/2024 4/29/2024 Alyson In Progress Step # Activity Start Due Task Owner 30 Reconciliation between ClearCare vs. Account #121450 =E2=80=93 Accounts Receivable Non-Integrated before integration to NetSuite April - 5/12 4/25/2024 5/17/2024 Brian/Daniel 31 Reconciliation between QuickBooks (HCA Montreal) vs. Account #121450 =E2= =80=93 Accounts Receivable Non-Integrated before integration into NetSuite April - 5/12 4/25/2024 5/17/2024 Brian/Danie