This is a multipart message in MIME format. ------=_NextPart_000_01A8_01D9F211.0863E2F0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_01A9_01D9F211.0863E2F0" ------=_NextPart_001_01A9_01D9F211.0863E2F0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, =20 Good afternoon. I wanted to follow up with you regarding = Elizabeth=E2=80=99s email below. Of course John does not have any access = to do what she is asking so I wanted to make sure that your side will be = applying the credits/payments for Penny Casey until the balance is = exhausted is gone. =20 Gerard =20 From: eclark@thekey.com =20 Sent: Thursday, September 28, 2023 10:36 AM To: gerard.draetta@thekey.com Subject: RE: FW: Confidentiality concern =20 Oh that=E2=80=99s right, Im sorry. Just wanted to make sure he=E2=80=99s = going to apply the credit/payment to their invoices every week until the = balance is gone and we need to start charging again. =20 From: gerard.draetta@thekey.com = >=20 Sent: Tuesday, September 26, 2023 5:57 PM To: eclark@thekey.com =20 Subject: RE: FW: Confidentiality concern =20 Elizabeth, =20 I am not sure what you are asking. John does not have access to the auto = apply box for Montreal clients. =20 Gerard =20 From: eclark@thekey.com >=20 Sent: Tuesday, September 26, 2023 11:22 AM To: gerard.draetta@thekey.com =20 Subject: RE: FW: Confidentiality concern Importance: High =20 Does he also know to select the =E2=80=9CAuto Apply=E2=80=9D box on the = payments taken so they=E2=80=99ll apply to all invoices until exhausted? =20 From: gerard.draetta@thekey.com = >=20 Sent: Monday, September 25, 2023 9:12 AM To: 'Timothy Thomas' >; = eclark@thekey.com =20 Cc: 'Laszlo Kovacs' > Subject: RE: FW: Confidentiality concern =20 Thank you. I have spoken with John Janiga who is handling the Montreal = collections for me, he is aware that he should not be speaking with care = givers. =20 From: Timothy Thomas >=20 Sent: Monday, September 25, 2023 9:00 AM To: eclark@thekey.com =20 Cc: Gerard Draetta >; Laszlo Kovacs = > Subject: Re: FW: Confidentiality concern =20 Thank you Elizabeth. =20 The client is ok applying the overpayment as a credit moving forward. =20 Tim =20 On Fri, Sep 22, 2023 at 6:11=E2=80=AFPM > wrote: Hi Gerard =20 This is for a Montreal client Penny Casey. I looked at the Contact and = Client screen in ClearCare and I don=E2=80=99t see anything indicating = it=E2=80=99s appropriate for Collections staff to discuss financial = matters with the Caregiver, nor does it sound like the Caregiver offer = support as they ended the call when our team started discussing the = double payment made. At any rate, please be sure to address this with = John and Michelle, and the collective AR staff. We shouldn=E2=80=99t be = discussing financial matters with a caregiver. =20 Attached is the email that explained the details associated with the = double payment, how it happened, and those details. I think it would = make the