--000000000000c53d6a0605d35625 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you very much for all of your work, I know this was time consuming. Warm regards, Shawntel Sousa, LPN Lead Client Care Manager Home Care Assistance/The Key Calgary Office number: (403) 301-3777 Winnipeg Office Number: (204) 489-6000 Mobile number: (403) 305-6588 Sent from my iPhone On Tue, Sep 19, 2023 at 5:33 PM Kristy Poyner wrote: > Hi Everyone, > > Thank you all for your time the last few days! Here is what we have > determined based on our connects on 9/18 and 9/19: > =E2=80=8B > > - CDHC client invoices split between CDHC and the client based on the > split authorizations attached in ClearCare. > - The client is only responsible for the private pay invoices billing > to them. > - These invoices are audited by the invoicing team each month for > accuracy. > - Parent Payer 150290 CDHC invoices should not be charged to > clients bank accounts/payment methods. > - If at any point CDHC amounts become the individual clients > responsibility the amounts will be moved to show under the clients = private > account. > - A list of all open invoices is pulled and provided to Chuck on > the Calgary Open Invoices sheet for manual PAD processing each Friday. > - Chuck processes the payments for the clients as listed. > - Vashon posts processed payments as listed into NetSuite. > - When the report was pulled on 9/8, CDHC parent payer invoices > were included and processed against the private pay payment methods fo= r > those clients. > - Going forward Vashon will remove any invoices for the 150290 CDHC > parent payer when providing reports to Chuck for processing. > - The erroneous payments should be posted to the client private pay > accounts in NetSuite and refunded. > > > Based on the above and the processing amounts listed on the Calgary Open > Invoices spreadsheet I have calculated the refunds due to each client > totaling $11,317.27 on the attached spreadsheet. Please see the Refund > Calculation tab column J for the individual refund amounts. Please note > these amounts do not take into account if there are any existing > outstanding balances for these clients. > > I also wanted to make everyone aware that Michelle Hudgins reached out to > me today regarding Betty Browne, who is very upset. The processing error, > an excess of $3,490.41 over her private pay amount, caused her to overdra= ft > and incur overdraft fees. Betty Browne is insisting that the overdraft fe= e > of $45 also be credited to her account. > =E2=80=8B > Please let me know if you have any additional questions, or if there is > anything I have missed. > > Thanks, > > Kristy Poyner > > > On Mon, 18 Sep at 2:00 PM , Kristy Poyner wrote: > Hi Everyone, > > Thank you all again for meeting with me this morning. > =E2=80=8B > To summarize our call upon review of the client invoices the invoices are > splitting appropriately, with the exception of one offs such as the