Re: FW: Invoice #1078029 from TheKey

From
Jeannie Ortiz <jeannie.ortiz@thekey.com>
To
Sharon Speirs <sspeirs@thekey.com>
CC
Lito Delapena <lito.delapena@thekey.com>, Timothy Thomas <tt@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Audra Williams <audraw@thekey.com>
Date
2025-07-03 14:46:58
Folder
INBOX
--00000000000025d7e806390acef0 Content-Type: multipart/alternative; boundary="00000000000025d7e606390aceef" --00000000000025d7e606390aceef Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Absolutely a big win! I apologize, I wasn't aware that you previously reached out to billing. Thank you for letting me know. On Thu, Jul 3, 2025 at 2:44=E2=80=AFPM Sharon Speirs w= rote: > Hi Jeannie > I did inform our billing team and asked for direction but I dont think we > had this email so will use that going forward. In the end it's a great wi= n > as we retained them as clients vs them going to LTC. > Appreciate the guidance and will inform my team > Sharon > > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Thu, Jul 3, 2025 at 11:39=E2=80=AFAM Jeannie Ortiz > wrote: > >> Hi Sharon, >> >> Thank you for informing us that these clients are no longer part of >> Vancouver Coastal Health. In the future, we kindly ask that the team sen= d >> an email to Clientservice@thekey.com to notify us of any changes. This >> will allow us to update their NetSuite records to reflect Private Pay an= d >> enable the payments and collections team to adjust their reporting >> accordingly. By doing this, we can ensure that we are all aligned and th= at >> the clients are correctly set up in NetSuite. Thank you again for >> the clarification. >> >> On Thu, Jul 3, 2025 at 1:38=E2=80=AFPM Sharon Speirs wrote: >> >>> Thanks Lito >>> Both those clients were with VCH and thus they were paying but now both >>> those clients are private pay so the authorization was removed. We trie= d >>> adding them into the sales force to create a new client linked to clear >>> care but they are linked to the old account so we had to remove the >>> authorization. >>> They are both private pay now no parent company >>> Sharon >>> >>> Sharon, Speirs >>> >>> General Manager >>> >>> Vancouver, BC >>> >>> Office: 778.279.3634 >>> >>> sspeirs@thekey.com >>> >>> TheKey.ca >>> >>> [image: TheKey] >>> >>> >>> >>> >>> >>> >>> >>> On Thu, Jul 3, 2025 at 10:27=E2=80=AFAM Lito Delapena >>> wrote: >>> >>>> HI Sharon, >>>> >>>> Thank you for looping me into this inquiry, looping in our onboarding >>>> manager Jeannie into the thread. >>>> >>>> i reviewed the inquiry sent over and identified that Nasrin received >>>> notifications for the two clients below: >>>> >>>> - 162929 Amy Suzuki >>>> - 163769 Frederick Bolas #1765334 >>>> >>>> In review of clear care I noticed that both of their authorizations >>>> are closed which caused invoicing to be directed to the clients vs the >>>> Vancouver Coastal health parent payer. we can partner with our financ= e >>>> onboarding team to have these authorizations created and the invoices = moved >>>> over to the parent payer account. >>>> >>>> If authorizations for clients are required, requests can be sent to >>>> clientservice@thekey

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