Re: Followup

From
Brian Boxall <bboxall@thekey.com>
To
Ali Malik <ali.malik@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Mon, 14 Nov 2022 15
Folder
INBOX
--000000000000868afe05ed749f72 Content-Type: text/plain; charset="UTF-8" So Ali, There is no existing Tag for this in Winnipeg, as all clients here use the PAD agreement according to Dennis, unless they are funded through insurance or something similar. Can you be specific ... do you want me to create a Tag that says PAD and apply this to all clients going forward if they have signed a PAD agreement? This is new for me. Thank you On Mon, Nov 14, 2022 at 3:03 PM Brian Boxall wrote: > Checking, Will ensure it is, if not. > > On Mon, Nov 14, 2022 at 3:02 PM Ali Malik wrote: > >> Perfect thank you, and they are tagged in clearcare AS pad correct? >> >> On Mon, Nov 14, 2022 at 3:34 PM Brian Boxall wrote: >> >>> Attached the PADs >>> >>> On Mon, Nov 14, 2022 at 2:31 PM Brian Boxall wrote: >>> >>>> Clients fill out a Pre Authorized Debit Agreement which is placed into >>>> their respective files. >>>> >>>> On Mon, Nov 14, 2022 at 2:29 PM Ali Malik wrote: >>>> >>>>> Hi Brian, >>>>> >>>>> I need payment information, don't we collect this from clients when >>>>> brought on? >>>>> >>>>> We are not accepting cheques currently and the only form of payment is >>>>> ACH . >>>>> >>>>> Did we collect banking information from clients? >>>>> >>>>> >>>>> Thank you, >>>>> >>>>> >>>>> On Mon, Nov 14, 2022 at 3:27 PM Brian Boxall >>>>> wrote: >>>>> >>>>>> Dada - Invoices to be emailed to roshanarayusuf@gmail.com Default >>>>>> Rate was set to $35. They are unsubsidized. >>>>>> >>>>>> Kaatz - Invoices to be emailed to kaatzr@mymts.net . Their Default >>>>>> rate is set to $32. They are unsubsidized. >>>>>> >>>>>> Anything else? >>>>>> >>>>>> Going forward is this a Client Success, or care solutions >>>>>> responsibility for new client starts? >>>>>> >>>>>> >>>>>> >>>>>> On Mon, Nov 14, 2022 at 1:48 PM Ali Malik >>>>>> wrote: >>>>>> >>>>>>> Hey Brian, >>>>>>> >>>>>>> Please if you can kindly send me an email for Kaatz and Dada with >>>>>>> their payment information and ensure that the respective payment filters >>>>>>> are entered so I can go ahead to invoice and charge accordingly this week. >>>>>>> >>>>>>> thank >>>>>>> >>>>>>> On Mon, Nov 14, 2022 at 2:37 PM Brian Boxall >>>>>>> wrote: >>>>>>> >>>>>>>> Hi Ali, >>>>>>>> >>>>>>>> We had no new starts of care from Nov 7-13 In Winnipeg. >>>>>>>> >>>>>>>> The previous week we had 2 New Starts of care for clients Kaatz ( 9 >>>>>>>> hrs a week ) and Dada ( 35+ hrs a week ) >>>>>>>> >>>>>>>> Please let me know what kind of additional details you require, and >>>>>>>> i'll have those over shortly. >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> On Mon, Nov 14, 2022 at 1:23 PM Ali Malik >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Brian, >>>>>>>>> >>>>>>>>> Just wanted to follow up and see if we had any new starts in the >>>>>>>>> past 2 weeks and if you will be sending me emails with details? >>>>>>>>> >>>>>>>>> thank you, >>>>>>>>> >>>>>>>>> -- >>>>>>>>> *Ali Malik* >>>>>>>>> Manager - Financial Operations >>>>>>>>> >>>>>>>>> >>>>>>>> 

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