--000000000000f27fa905ec96834a Content-Type: multipart/alternative; boundary="000000000000f27fa805ec968349" --000000000000f27fa805ec968349 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable thanks for the update all! *Allison Brennan* *Care Manager* *Home Care Assistance - **Serving Oakville, Mississauga, Burlington, Waterloo & Wellington region* 375 University Ave E, Waterloo, ON, N2K3M7 *Tel: 519-954-2111 Ext: 1410003* 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 *Tel: 905-337-1200* *Champions of Aging Well* *www.**H**o * *me Care Assistance Waterloo .ca www.HomeCareAssistanceGuelph.ca* *www.HomeCareAssistanceOakville.ca**www.HomeCareAssistanceMississauga.ca* Visit our Website Balanced Care Method Cognitive Therapeutics Read our Reviews On Thu, Nov 3, 2022 at 3:29 PM Timothy Thomas wrote: > adding @Sam Naffaa as well. > > Sam can you please ensure the same process is applied for Oakville > Waterloo billing so that when we integrate it's seamless. > > Let me know if you have any questions > Tim > > On Thu, Nov 3, 2022 at 2:30 PM Ali Malik wrote: > >> Hi Tyler, >> >> I usually finalize and invoice after 11am. So let's have 11am on Tuesday >> as a cutoff . >> >> Thank you, >> >> On Thu, Nov 3, 2022 at 1:56 PM Tyler Ferguson >> wrote: >> >>> Thanks Ali! For the Tuesday deadline is that before Tuesday 9AM? >>> >>> Best, >>> Tyler >>> >>> On Thu, Nov 3, 2022 at 1:32 PM Ali Malik wrote: >>> >>>> Hi Team, >>>> >>>> We have been getting alot of adjustment/credit requests for clients >>>> bookings. >>>> >>>> I want to try and simplify and clarify the process so going forward we >>>> all have an understanding on how to proceed with these requests: >>>> >>>> If a client has an issue with bookings and raises this issue before >>>> invoicing (Tuesday) the booking can be corrected as it is not finalize= d nor >>>> invoiced . So essentially if the request comes in and is addressed bef= ore >>>> tuesday, you guys can just adjust the booking in question (prior week >>>> dates). >>>> >>>> If the request comes in after invoices are created (Tuesday), we will >>>> need to add credit and or adjust for the following week's invoice. Thi= s >>>> adjustment/credit should be done by the CSMs with an email to myself a= nd >>>> Cheryl. >>>> >>>> We do not want to delete/refund any invoices after they are created. W= e >>>> will only delete/refund the invoice if the case is urgent (client by a= ny >>>> means needs it corrected on the respective invoice). But please let us= have >>>> a strict process in place where everyone and clients are aware that >>>> credit/adjustment will be made on the following week's invoice. >>>> >>>> Please let me know if you have any further questions. >>>> >>>> thank you, >>>> >>>> >>>> *Ali Malik* >>>> Manager - Financial Operations >>>> >>>> >>>> >>> >>> -- >>> >>> *Tyler Ferguson* >>> >>> Staffing Manager >>> Office: 416-488-8777 >>> >>> Cell: 647-406-8719 >>> >>> Mavencare | Powered by Home Care >>>