--0000000000009fb73f060c7f8854 Content-Type: multipart/alternative; boundary="0000000000009fb73e060c7f8853" --0000000000009fb73e060c7f8853 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, I=E2=80=99m sorry I have been in and out all day, I joined the meeting late= , but by the time I had joined it, everyone was off. I had sent an email on Saturday explaining everything about this client. This client is billed as a regular client. The email is correct there=E2=80= =99s no more banked hours(this was an internal thing where we had previously build the client and had the hours banked so that they could use them throughout the year), we were keeping track of them in the note section, but I=E2=80= =99ve deleted it because it does not apply to the client anymore. They are on a new contract with their PDD that started November 1. As Chuck indicated PDD funding doesn=E2=80=99t apply to us it=E2=80=99s just for our internal staf= f to know that they do get PDD funding. I also spoke with Michelle yesterday, who corrected everything on the file because it hadn=E2=80=99t been done which = resulted in her calling the client saying that their payments were rejected and that the billing cycle was off so she corrected it to monthly billing and NetSuite and versa pay and she set it for 30 days and for cheque payments. So, as of now, everything with this client is just business as usual. I do have the check from this client for their November payment as well but they are just trying to sort out their funding and then everything will be smooth after the November payment is done. And yes Shirley email is correct, she has been getting the invoices. Please let me know if you have any other question. Warm regards, Shawntel Sousa, LPN Client Success Manager Home Care Assistance/The Key Calgary Office number: (403) 301-3777 Winnipeg Office Number: (204) 489-6000 Mobile number: (403) 305-6588 On Thu, Dec 14, 2023 at 2:38=E2=80=AFPM Chuck Terlesky wrote: > Hi Chakera, > > Sorry we didn't connect today; starting December 1st, this will now be > treated as a regular client. We bill monthly to the family. The funding > doesn't apply as it's just billed out as a regular client that needs > monthly invoicing. The family submits for funding, which has nothing to d= o > with us. > > Shawntel can confirm the email address. > > I hope this helps. > > Chuck > > On Thu, Dec 14, 2023 at 2:25=E2=80=AFPM Chakera Dixon = wrote: > >> Hi Shawntel and Chuck, >> >> We missed you in today's connect on this process. We have outlined our >> questions below as we try to understand the previous process for this >> client. Let us know if you want to reschedule our connect. >> >> >> - What is a "Bank of hours" - how were these hours documented/tracked= ? >> - Is this process in place for any other clients? >> - For the PDD funding is there a certain amount of hours paid per >> month? >> - Will a PDD amount need to be split from the client portion on >> th