RE: Billing for Contract Client

Hi Cheryl, 

 

Thank you for raising this up. 200 clients sounds like a great opportunity! 

 

We do not have the ability today to consolidate invoicing, however, we can offer sending them a report at the end of each month that has all invoicing information listed. Would this potentially suffice?

 

Thank you, 

 

Michelle Kenaga

Senior Manager Billing and Submissions

Direct line: (408) 831-0579

michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: Cheryl Cartwright <ccartwright@thekey.com> 
Sent: Thursday, April 18, 2024 12:08 PM
To: eclark@thekey.com
Cc: Timothy Thomas <tt@thekey.com>; kristy.poyner@thekey.com; stephanie.fuston@thekey.com; Michelle Kenaga <michelle.kenaga@thekey.com>; Taylor Cleland <tcleland@thekey.com>
Subject: Re: Billing for Contract Client

 

Sounds good. 

 

On Thu, Apr 18, 2024 at 3:34 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

I am less in the weeds so let me connect with Michelle’s leaders, and the group will circle back.

 

From: Cheryl Cartwright <ccartwright@thekey.com <mailto:ccartwright@thekey.com> > 
Sent: Thursday, April 18, 2024 11:33 AM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; stephanie.fuston@thekey.com <mailto:stephanie.fuston@thekey.com> ; Michelle Kenaga <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; Taylor Cleland <tcleland@thekey.com <mailto:tcleland@thekey.com> >
Subject: Re: Billing for Contract Client

 

Hi Liz,

 

I totally get that. Is there something that is working better in another market or another suggestion that I could put forward to the client? It would be difficult for the region to receive say 50 different invoices x 4 at months end but maybe there is a solution that falls in the middle? We expect there to be upwards of 200 clients in the program so definitely looking for a sustainable solution.

 

I am happy to have a quick call if you want?

 

Cheryl

 

 

On Thu, Apr 18, 2024 at 2:23 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Hi Tim

 

This is not say we should recommend something different. 

 

I can work on a consolidated invoicing process in NetSuite but that will take some time due to other larger priorities in the pipeline. In the interim billing can make it work, simply sharing it’s similar to CHDC in the manual nature of it and you can attest to that having been bumpy.

 

With weekly turn arounds for 5000 clients and a billing team of 4 people, they do amazing work, we’re just not structured to accommodate that with sustained perfection in current state. 

 

 

Kind regards-

 

Elizabeth Clark 

Director

CI & Transformation

Long Term Care Insurance Onboarding

Collections

Billing Help Desk

 

TheKey

Office|Cell : 619-822-4855

 <mailto:eclark@thekey.com> eclark@thekey.com 

 

 <https://www.thekey.com/> TheKey.com

 

 <https://homecareassistance.com/> 

 

	

 

 

 

From: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > 
Sent: Thursday, April 18, 2024 6:25 AM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: Cheryl Cartwright <ccartwright@thekey.com <mailto:ccartwright@thekey.com> >; kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; stephanie.fuston@thekey.com <mailto:stephanie.fuston@thekey.com> ; Michelle Kenaga <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; Taylor Cleland <tcleland@thekey.com <mailto:tcleland@thekey.com> >
Subject: Re: Billing for Contract Client

 

Hi Liz,

 

This is the clients requirement. Do you have an alternative to suggest?

 

On Thu, Apr 18, 2024 at 8:46 AM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Hi Cheryl

 

Looping in Billing leadership to provide direction on the best process for this. 

 

It’s important to note sending a consolidated invoice per month is not something we can automate so there is a chance, despite our best efforts, we will make a mistake there. I would encourage us to steer away from this knowing it’s not something we can guarantee will be perfect 100% of the time.

 

Elizabeth Clark 

Director

 

 

 

From: Cheryl Cartwright <ccartwright@thekey.com <mailto:ccartwright@thekey.com> > 
Sent: Tuesday, April 16, 2024 11:56 AM
To: Elizabeth Clark <eclark@thekey.com <mailto:eclark@thekey.com> >; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >
Cc: Taylor Cleland <tcleland@thekey.com <mailto:tcleland@thekey.com> >
Subject: Billing for Contract Client

 

Good Afternoon Elizabeth and Timothy,

 

We recently partnered with the Region of Waterloo to provide homemaking services for their clients. They wish to be billed monthly in one entire bill however each client needs to be set up individually in clear care. What TAG can we apply to these clients so that the billing department knows not to bill them weekly and instead consolidates the invoices at month's end?

 

I believe this is being done for CDHC already?

 

Thanks for your help,

 

Cheryl 




 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


 <https://www.thekey.com/>