Re: Ethen Tracey - Calgary

From
Chakera Dixon <cdixon@thekey.com>
To
Shawntel Sousa <ssousa@thekey.com>
CC
Kristy Poyner <kristy.poyner@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 14 Dec 2023 16:25:20 -0500
Folder
INBOX
--00000000000067f73e060c7eec2b Content-Type: multipart/alternative; boundary="00000000000067f73d060c7eec2a" --00000000000067f73d060c7eec2a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Shawntel and Chuck, We missed you in today's connect on this process. We have outlined our questions below as we try to understand the previous process for this client. Let us know if you want to reschedule our connect. - What is a "Bank of hours" - how were these hours documented/tracked? - Is this process in place for any other clients? - For the PDD funding is there a certain amount of hours paid per month? - Will a PDD amount need to be split from the client portion on the invoice? - What does PDD stand for- is it government funding or insurance? - Can you confirm that Shirely Cox's email is valid? - [image: image.png] Regards, *Chakera Dixon * Client Account Specialist * Please note my email has changed: * cdixon@thekey.com (408) 856-2418 Ext. 150015 TheKey.com [image: TheKey] On Sat, Dec 9, 2023 at 10:49=E2=80=AFAM Shawntel Sousa = wrote: > Hi All, > > This is just a note to update everyone on Ethen's billing. > > Previously we had a bank of hours that we were using for his shifts. He i= s > on a new contract and now we will be billing him as normal. So all shifts > from Nov 1/23 are billable and I have adjusted them all in clear care fro= m > Nov with Chuck and the billing team - from Dec onwards, we will be as > normal. > > Ethen dad passed away unexpectedly so there have been many changes. Ethen > will now have his grandmother Shirley take over all the payments and > communication regarding his care. This file will now pay monthly by chequ= e > and needs to be invoiced monthly - this is because of his PDD funding tha= t > he gets. This was all updated on his file last week but wanted to give yo= u > a heads up. > > > *Thank you,* > > *Shawntel Sousa, LPN* > > Client Success Manager > > > Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office: > 778-279-3634 > > *TheKey.ca * > > [image: TheKey] > > --00000000000067f73d060c7eec2a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Shawntel and Chuck, We missed you in= today&#39;s connect on this process. We have outlined our questions below = as we try to understand the previous process for this client. Let us know i= f you want to reschedule our connect.=C2=A0=C2=A0 What is a &quot;Bank of hours&quot; -=C2=A0how were these hours docum= ented/tracked? Is this process in place for any other clients? = For the PDD funding is there a certain amount of hours paid per month?= =C2=A0 Will a PDD amount need to be split from the client porti= on on the invoice?=C2=A0 What does PDD stand for- is it govern= ment=C2=A0funding=C2=A0or insurance?=C2=A0 Can you confirm that Shi= rely Cox&#39;s email=C2=A0is valid? Regards,= Chakera Dixon Client Account Specialist Please note my email has changed: cdixon@thekey.com <font style=3D"col

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