Re: Mrs Buck, Montreal client

From
Joey Taylor <joey.taylor@thekey.com>
To
eclark@thekey.com
CC
Timothy Thomas <tt@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, marc.atkinson@thekey.com, Jose Morales <jose.morales@thekey.com>
Date
Thu, 18 Apr 2024 09:35:28 -0400
Folder
INBOX
--00000000000022364e06165f0c15 Content-Type: multipart/alternative; boundary="00000000000022364e06165f0c14" --00000000000022364e06165f0c14 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Elizabeth, The tax slip the client is looking for is simply a summary invoice of all charges in 2023 as home care services are tax deductible in Canada. In regards to the error, we don't have access to Quick Books in Montreal so when a client is overcharged or double charged, we advise the billing team right away. Thanks, On Thu, Apr 18, 2024 at 8:44=E2=80=AFAM wrote: > HI Joey > > > > It looks like the Help Desk DL was copied, as well as some direct members > of our staff. I am looping in the leader, Lito, to review the request wit= h > his team and make sure we identify where the client perceives there are > errors. > > > > Do you happen to know where they suspect there are errors? > > > > Also, it=E2=80=99s important to note we do not provide Health Care Servic= es or > provide formal tax documents. Outside of our skilled nursing divisions li= ke > CRNS and Expicare, or GCM, we=E2=80=99re not required to or designated to= provide > Medical Records either (again being unskilled). I am not as familiar with > the laws in Canada but assume the same applies there. At the right time, > and moving forward, Clients should be aware of the difference if US & CAD > are the same in that respect. > > > > > > Elizabeth Clark > > Director > > > > > > > > *From:* Joey Taylor > *Sent:* Thursday, April 18, 2024 5:35 AM > *To:* Elizabeth Clark ; Laszlo Kovacs laszlo.kovacs@thekey.com>; Timothy Thomas > *Subject:* Fwd: Mrs Buck, Montreal client > > > > Good Morning, > > > > I am Cc=E2=80=99ing everyone in this email as a current tier 1 client nee= ds senior > assistance with an issue. > > > > Hoping we can get this resolved asap > > *Joey Taylor* > > *Directeur G=C3=A9n=C3=A9ral/General Manager* > > 514-907-5065 > > *TheKey.ca* > > [image: Image removed by sender. TheKey] > > > > > > ---------- Forwarded message --------- > From: *Maria Licoudis* > Date: Wed, Apr 17, 2024 at 10:19 PM > Subject: Re: Mrs Buck, Montreal client > To: Rachel Schwartz , Joey Taylor joey.taylor@thekey.com>, Jose Morales , Stephanie > Fuston , > CC: Maria Licoudis , Melissa Caltagirone mcaltagirone@thekey.com> > > > > Hello Rachel, > > > > I have included the billing department and also our manager Joey, one of > them will be able to help you from the billing department. > > > > > > To Billing, > > > > Please assist daughter Rachel re correcting the amounts. Thank you so muc= h. > > > > Best, > > Maria > > > > > > > > *Maria Licoudis RN* > > *Client Success Manager* > > > > 514-907-5065 > > > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > On Apr 17, 2024, at 7:47=E2=80=AFPM, Rachel Schwartz > wrote: > > =EF=BB=BF > > Hi Maria and Melissa, > > > > I need your help, quickly. The mixup with overpayments last year, coupled > with an incorr

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