Re: billing for VCH - [#862683]

From
Sharon Speirs <sspeirs@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Lito Delapena <lito.delapena@thekey.com>, Stephanie Fuston <stephanie.fuston@thekey.com>, kristy.poyner@thekey.com
Date
Mon, 15 Jul 2024 07:10:11 -0700
Folder
INBOX
--00000000000040ab42061d49ca81 Content-Type: multipart/alternative; boundary="00000000000040ab42061d49ca80" --00000000000040ab42061d49ca80 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Kristy The tag VCH seems to be working but we can ensure there is a weekly follow up so we are not missing any, The contact for VCH for our account is Nasrin at the email you stated. I know she is happy to collaborate! I really appreciate anything we can do to streamline invoicing for them. Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Mon, Jul 15, 2024 at 6:12=E2=80=AFAM Timothy Thomas wrot= e: > Hi Kristy, > > This would be a welcome solution / work around. I'll let Sharon confirm > the rest. > > Thank you > Tim > > On Fri, Jul 12, 2024 at 2:56=E2=80=AFPM wrote: > >> Hi Tim and Sharon, >> >> >> >> After reviewing this and looking for solutions utilizing our current >> billing system, I have not been able to find a scalable solution for thi= s >> client population. I am initiating the process to have this functionalit= y >> added as soon as possible. In the meantime, we are reviewing the propose= d >> solution below with accounting to confirm potential impact there before >> making this change but wanted to get your thoughts from the operations >> perspective as well. Let me know if you have any concerns or questions w= ith >> the solution outlined below. >> >> >> >> - All current and new clients tagged with VCH in ClearCare by Local >> office partners >> - This is *critical* in ensuring the success of this process >> - Any clients that are not tagged are at risk of being excluded >> from the process. >> - Any clients that are tagged incorrectly as VCH are at risk of >> being included in the process. >> - VCH Tagged clients finalized in ClearCare on Tuesday per >> standard billing process. >> - VCH Tagged clients invoiced in ClearCare on Wednesday >> - ClearCare invoices provided to VCH in leu of NetSuite invoices >> >> >> >> *Other Questions:* >> >> - I would like to reach out to VCH directly to collaborate with them >> for the future state invoices in NetSuite. Are you aware if there is = a >> specific contact I should reach out to or should we utilize the email >> address included in this communication, NSCSILClerks@vch.ca? >> >> >> >> >> >> Thank you, >> >> *Kristy Poyner* >> >> Billing Manager >> >> Kristy.Poyner@thekey.com >> >> [image: TheKey] >> >> >> >> *From:* Lito Delapena >> *Sent:* Thursday, July 11, 2024 4:56 PM >> *To:* Timothy Thomas >> *Cc:* kristy.poyner@thekey.com; Sharon Speirs >> *Subject:* Re: billing for VCH - [#862683] >> >> >> >> HI Tim, >> >> >> found a window of time where we can discuss the VCH invoicing concerns a= s >> a group on monday, let me know if that time frame works for you >> >> >> >> thank you, >> >> >> *Lito Delapena* >> >> Manager Customer Contact & Collections Center >> >> *Please note my email has 

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