This is a multipart message in MIME format. ------=_NextPart_000_0294_01DAF55A.FD661B40 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0295_01DAF55A.FD661B40" ------=_NextPart_001_0295_01DAF55A.FD661B40 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey and Montreal Team, =20 Thank you all for meeting with us today! Below are the action items and = notes from our call. Please let me know if there is anything I have = missed.=20 =20 Action items=E2=80=8B: * Kristy=E2=80=8B/Chakera: * =E2=80=8BReview Cheque Emploi client Helen Eliadis for missed negative = expense amounts. * $389.60 has been deducted from Helens invoice #844237 per the Cheque = Emploi spreadsheet.=20 * =E2=80=8BFor reference w=E2=80=8Be do not currently show payment has = been received for this invoice. * =E2=80=8BReschedule discussion surrounding agency setting update = request. * @Timothy Thomas and @Laszlo Kovacs = I've scheduled 15 minutes on Monday = at 10:45 am CST, but please let me know if there is a better time that = works for you both. * Confirm new client onboarding process for Cheque Emploi clients = regarding payments messages * =E2=80=8BT=E2=80=8Bim/Joey: * Review Cheque Emploi process to review and advise if the Montreal team = owning the process of adding negative expenses into ClearCare is a = viable option. =20 =E2=80=8B=E2=80=8BT=E2=80=8Bopics of Discussion: * New Biller: Chakera * Review billing processes with previous biller * =E2=80=8BNew client onboarding process for Cheque Emploi clients = regarding payments * Ch=C3=A8que Emploi Process Review:=20 * Current Process: * Montreal team manages spreadsheet to determine cheque emploi credit = amounts * Billing adds negative expense items to ClearCare each week * Best Practice=E2=80=8B Recommendation:=20 * Process: * Montreal team add negative expense items to ClearCare by 4pm pst each = week using =E2=80=98Cheque Emploi=E2=80=99 description=20 * Biller =E2=80=8Bto complete additional review of expense items added = by Montreal team for accuracy during weekly billing audits * Objective: * Added protection against errors=20 * Process consistency across all TK locations * Agency Setting to Split Cross Week Billings =E2=80=8B =20 I hope you all have a wonderful weekend! =20 =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 ------=_NextPart_001_0295_01DAF55A.FD661B40 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:Wingdings; panose-1:5 0 0 0 0 0 0 0 0 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:"Aptos Display";} @font-face {font-family:Aptos;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {margin:0in; font-size:11.0pt; font-fam