Re: CAD Duplicate Customers Clean-Up: 4/19/2024

From
Sharon Speirs <sspeirs@thekey.com>
To
eclark@thekey.com
CC
Alyson Rohane <alyson.rohane@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Frank Liu <fliu@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2024-04-19 07:03:18
Folder
INBOX
--0000000000006c54820616738de9 Content-Type: multipart/alternative; boundary="0000000000006c54820616738de8" --0000000000006c54820616738de8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I am happy to do that but to be honest I I don=E2=80=99t know how and the = schedule could become very confusing as sometimes they are at different locations and we have to ensure the government billing is comply separate? I am not able to do a call until Monday if that works as I am out of the office Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Fri, Apr 19, 2024 at 6:55=E2=80=AFAM wrote: > Hi Sharon > > > > Are we able to use a split authorization so there can be a single client > profile? Otherwise there will be two logins for this client in Versapay, > and two records to reference for any =E2=80=9Cperiod to-date=E2=80=9D sta= tements, lists, > and special handling required by Collections to ensure they know there ar= e > two payers. > > > > Happy to discuss on a call. > > > > *From:* Sharon Speirs > *Sent:* Friday, April 19, 2024 6:53 AM > *To:* Timothy Thomas > *Cc:* Alyson Rohane ; Chuck Terlesky cterlesky@thekey.com>; Joey Taylor ; Cheryl > Cartwright ; Frank Liu ; > Elizabeth Clark > *Subject:* Re: CAD Duplicate Customers Clean-Up: 4/19/2024 > > > > Good morning - the one below is the same name, same client but we need tw= o > profiles as one is paid by the family and one is paid by the government > which has a paris id # and is tagged VCH. We often have this but the > difference is the payer. > > Sharon > > > > *Sharon, Speirs* > > > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > > > > > > > > > On Fri, Apr 19, 2024 at 6:17=E2=80=AFAM Timothy Thomas wr= ote: > > Hi Alyson, > > > > Sharon is away until Monday. Can we have the deadline extended to then > pls. > > > > On Thu, Apr 18, 2024 at 2:20=E2=80=AFPM Alyson Rohane > wrote: > > Good afternoon, leaders - > > > > With Canada Integration Go-Live approaching next month, we are > working through our cutover checklist to ensure that all systems are read= y > for a seamless transition. The next item is to clean up duplicate records > in Clearcare. > > > > We are looking to integrate from Clearcare to Netsuite on Friday evening > (4/19). If there are any duplicate accounts, this will create duplicate > customer records in Netsuite and send the client two separate invites to > Versapay. Can each of you please check your locations and clean up any > duplicate records for active customers by the *EOB Friday, April 19th*? > Once completed with your cleanup, please respond to the thread confirming > your location is done. > > > > If you run into any issues or have concerns with the request, please reac= h > out to me directly. We appreciate your partnering and quick turnaround! > > > > H

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