Re: 158946 Stephen and Alice Wan - Discussion of $5,000.00 Care Commitment Payment & Remaining Balance Due - [#860905]

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Lito Delapena <billing@thekey.com>, Tammi Franzese <tammi.franzese@thekey.com>, poulami.shah@thekey.com, timon.page@thekey.com, kristal.parris@thekey.com, clum@thekey.com, lisa.barker@thekey.com, lito.delapena@thekey.com
Date
Wed, 10 Jul 2024 11:24:58 -0700
Folder
INBOX
--000000000000343fe3061ce8c4eb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, we have a meeting already scheduled for tomorrow so we can discuss this as well so I can get the background. On Wed, Jul 10, 2024 at 11:10=E2=80=AFAM Timothy Thomas wro= te: > Agreed. Adding @Tammi Franzese and @Steve > Koyanagi for clarification. > > On Wed, Jul 10, 2024 at 1:58=E2=80=AFPM Lito Delapena wrote: > >> HI Tim, >> >> Knowing that we can only process CAD care commitment via E-Transfer, >> Debit/Credit Cards we may need legal to update our Care commitment verbi= age >> on the agreement to state this? Thoughts? >> >> >> Lito Delapena >> Manager Customer Contact & Collections Center >> >> >> On Tue, 9 Jul at 3:48 PM , Timothy Thomas wrote: >> Hi Marc, >> >> Yes please issue the $500 credit. >> >> Have we agreed on a process for future care commitment clients? >> >> On Tue, Jul 9, 2024 at 3:26=E2=80=AFPM Marc Atkinson wrote: >> >>> Hi Tim, >>> >>> Please reference for clients Stephen and Alice Wan ( >>> https://torontohca.clearcareonline.ca/clients/1000000000068077/). >>> >>> We would like your approval to go ahead and issue the $500.00 credit >>> memo for the Care Commitment, although the client never made an officia= l >>> $5,000.00 advanced payment and has only paid us $4,810.00 to date. The >>> clients were contracted via the Care Commitment. Unfortunately, there w= as >>> miscommunication between us and your office. Our Payment Applications t= eam >>> did inform Timon and Poulami, in the middle of June, that we can only >>> accept the Care Commitment payment via E-transfer or credit/debit card.= No >>> resolution or follow up occurred after we informed your office of this. >>> Thus, the payment was never processed. >>> >>> Please review and let us know if you feel we should go ahead and issue >>> the $500.00 credit memo for the Care Commitment. >>> >>> Thank you! >>> >>> On Tue, 9 Jul at 3:03 PM , Poulami Shah >> poulami.shah@homecareassistance.com> wrote: >>> Hi Marc, >>> >>> Please reach out to Tim for an answer on this. Copying Tim for >>> visibility. >>> >>> Taylor had signed them on Care Commitment and the tag is added in >>> clearcare. >>> >>> Best regards, >>> Pauli >>> >>> On Tue, Jul 9, 2024, 2:31=E2=80=AFp.m. Marc Atkinson wrote: >>> >>>> Hi Poulami, >>>> >>>> Have you had a chance to review my email from yesterday? Raymond is >>>> reaching out for a resolution on this. We need to know how to proceed. >>>> >>>> At this point, with the $500.00 credit memo (if your office approves o= f >>>> us issuing it now, since he has already paid us $4,810.00), he would s= till >>>> owe $203.00 for this week's shifts. Please confirm the following: >>>> >>>> - Do Tim and/or Timon approve of us issuing this $500.00 credit memo, >>>> even though the client never made an official $5,000.00 Care Commitmen= t >>>> advanced payment and has only paid us $4,810.00? >>>> >>>> - Is Raymond aware that there is going to be an addt