--000000000000f96b5e06173e1355 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The Waterloo clients are missing emails on purpose as they are not to receive invoices from TheKey. They are part of a government program and do not receive bills. Their bills are paid by one entity and the invoices go there. I will take a look at the Oakville one. Thanks, Cheryl On Thu, Apr 25, 2024 at 12:30=E2=80=AFPM Alyson Rohane wrote: > Hello, Leaders - > > > > The integration of the five Canada locations (Montreal, Oakville, > Vancouver, Waterloo, and Winnipeg) from Clearcare to Versapay has been > completed. We have extracted the respective lists from Versapay for each = of > you to review and verify the accuracy of your location data. Attached is = a > PDF illustrating an example of a customer setup in ClearCare and how the > information has transitioned into Versapay. > > - If there is a =E2=80=9CPayer=E2=80=9D contact marked in ClearCare, t= his is the email > invoices and statements will be sent to. > > > - If the =E2=80=9CPayer=E2=80=9D has no email, but has an address list= ed, we will mail > invoices/statements to that address. > > > - If there is no =E2=80=9CPayer=E2=80=9D on file, invoices and stateme= nts will be sent > to the Email listed in the Customer Profile. > > > - If the Customer has no email, but has an address listed, we will > mail invoices/statements. > > *The Payer/Client should be marked based on who signed the CCA*, the > person who accepted financial responsibility must receive invoice copies. > If additional contacts should receive invoices, check the =E2=80=9CEmail = Invoices=E2=80=9D > box in the Contact record for that respective contact. > > - Email Invoice Contacts are added once, when the client is newly > activated. If you adjust those after the start of care, email > Billing@TheKey.com to notify us so we can add those for you later in > the client lifecycle. > - NO other contacts will be added to Versapay. > > If there are accounts requiring updates (updates to the email address or > address), please add them today and these adjustments will be reflected i= n > Versapay following the nightly integration. Once your location's updates > are made and approved, *please respond to this thread as soon as possible= *. > The Help Desk team will email out communication to the clients upon > confirmation. Our goal is to have all communication notifying clients of > the up-coming integration to be sent by EOB Friday, April 26th. > > > Please reach out with any questions or concerns. > > *Customer Integration Audit*: > > > > *Location * > > *Missing Email* > > *Missing Email and Payer Address* > > Montreal > > 9 > > 3 > > Winnipeg > > 1 > > 1 > > Oakville > > 1 > > 1 > > Vancouver > > 2 > > 0 > > Waterloo > > 50 > > 0 > > *Total * > > *63* > > *5* > > **Missing only email=3Dyellow, Missing both=3Dred* > > Thank you! > -- > *Alyson Rohane* > Senior Continuous Improvement Analyst > alyson.rohane@thekey.