This is a multipart message in MIME format. ------=_NextPart_000_0D19_01DA94AC.172AFD30 Content-Type: multipart/related; boundary="----=_NextPart_001_0D1A_01DA94AC.172AFD30" ------=_NextPart_001_0D1A_01DA94AC.172AFD30 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0D1B_01DA94AC.172AFD30" ------=_NextPart_002_0D1B_01DA94AC.172AFD30 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Good afternoon, leaders â Thank you for joining today's call. Attached you'll find the recording = and transcript for your review. Today we will be moving forward with = integrating the 5 locations. This means that duplicate accounts in = ClearCare will persist and integrate unchanged. Local Offices are = responsible for inputting appropriate email/address on file or both = accounts will bill the client. As a gentle reminder, should any assistance be required regarding = authorization setup, please don't hesitate to contact Jeannie Ortiz. Risks of Duplicate Accounts Rewards of Authorizations Duplicate Netsuite Customer Records Billing is separated accurately through the system based on scheduling Duplicate Versapay accounts One account is set up for customer Without the Auth set up, Parent Payer Balances Owed across the = Organization Parent Payer has accurate financial summary If requesting outstanding summary, Back Office teams are unaware of = duplicate accounts unless told otherwise Back Office can pull accurate statements for Parent Payer and Private = Pay customers Kindly - Alyson Rohane Senior Continuous Improvement Analyst alyson.rohane@thekey.com From: Cheryl Cartwright Sent: Friday, April 19, 2024 9:22 AM To: Alyson Rohane Cc: Sharon Speirs ; Chuck Terlesky = ; Timothy Thomas ; Joey Taylor = ; Frank Liu ; Elizabeth Clark = Subject: Re: CAD Duplicate Customers Clean-Up: 4/19/2024 Good Afternoon, For Waterloo, we will correct the duplication on Valaria Frank but the = Howlett's are not a duplication. They have two accounts for billing = purposes as they have a partial payment from the government. Thanks, Cheryl On Thu, Apr 18, 2024 at 3:20â¯PM 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 ready 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