This is a multipart message in MIME format. ------=_NextPart_000_0380_01DAAC51.4529B2A0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0381_01DAAC51.4529B2A0" ------=_NextPart_001_0381_01DAAC51.4529B2A0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Up to you. Typically they=E2=80=99re tagged private pay and then = somewhere in the notes it indicates =E2=80=9Clives in care home=E2=80=9D = or =E2=80=9Clives in nursing facility=E2=80=9D etc. =20 From: Timothy Thomas =20 Sent: Wednesday, May 22, 2024 2:04 PM To: eclark@thekey.com Subject: Re: Canada Client Tags- Please reply by EOD Tuesday 5/21 =20 Yeah we do, but it doesn't seem clear. Are we to use tags or add in the = notes?=20 =20 On Wed, May 22, 2024 at 11:58=E2=80=AFAM > wrote: I don=E2=80=99t have one no, your team doesn=E2=80=99t tag clients today = at all in CC? =20 From: Timothy Thomas >=20 Sent: Wednesday, May 22, 2024 6:33 AM To: eclark@thekey.com =20 Cc: Alyson Rohane >; Kate Goodrich = > Subject: Re: Canada Client Tags- Please reply by EOD Tuesday 5/21 =20 Ok. by chance is there a job aide for this?=20 From: > Date: Wed, May 22, 2024 at 9:26=E2=80=AFAM Subject: RE: Canada Client Tags- Please reply by EOD Tuesday 5/21 To: Timothy Thomas > Cc: Alyson Rohane >, Kate Goodrich = > =20 New clients going forward would be great, or even just in the notes on = the customer, so we know how to tag them in NS. Notes might be easier so = we know which is the primary and which is secondary. =20 From: Timothy Thomas >=20 Sent: Wednesday, May 22, 2024 6:06 AM To: eclark@thekey.com =20 Cc: Alyson Rohane >; Kate Goodrich = > Subject: Re: Canada Client Tags- Please reply by EOD Tuesday 5/21 =20 Hi Liz, =20 Can you confirm that these tags need to be added to clearcare? for = existing or new clients? =20 Thanks! =20 =20 On Mon, May 20, 2024 at 9:21=E2=80=AFAM > wrote: Hello Tim- =20 As discussed on Friday, sending you this data in hopes your team can = validate the selections we=E2=80=99ve made for each client. If you = review the summary provided, you=E2=80=99ll notice each client (column = D) has a Primary Tag & Multi-Select Tag. The purpose of these and = definitions for each are below. If your team can = =E2=80=9CComment=E2=80=9D on teach client if tagged in correctly, I can = update those and once complete, we can import those tags to NetSuite.=20 =20 https://docs.google.com/spreadsheets/d/18a_2kEhZ_dO_7rq1WtcCtbPg8jw7_4xV/= edit?usp=3Dsharing = = &ouid=3D114633849602778058975&rtpof=3Dtrue&sd=3Dtrue=20 =20 Purpose of Primary Tag =20 =09 The primary tag is used by OTC to identify the clients Gross Invoicing = Volume & AR balance by their type of customer/segment. The clients = primary tag also drives the approach for that specific client=E2=80=99s = bad debt allowance; For Example, we reserve Private Pay balances at 90 = days past due but VA we do not reserve until 180 days past due, knowing = historical timing w/payments. We would follow this s