RE: CAD Duplicate Customers Clean-Up: 4/19/2024

From
<eclark@thekey.com>
To
"'Sharon Speirs'" <sspeirs@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
CC
"'Alyson Rohane'" <alyson.rohane@thekey.com>, "'Chuck Terlesky'" <cterlesky@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>, "'Cheryl Cartwright'" <ccartwright@thekey.com>, "'Frank Liu'" <fliu@thekey.com>
Date
2024-04-19 06:55:01
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_01B7_01DA9226.80A5E820 Content-Type: multipart/alternative; boundary="----=_NextPart_001_01B8_01DA9226.80A5E820" ------=_NextPart_001_01B8_01DA9226.80A5E820 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Sharon =20 Are we able to use a split authorization so there can be a single client = profile? Otherwise there will be two logins for this client in Versapay, = and two records to reference for any =E2=80=9Cperiod to-date=E2=80=9D = statements, lists, and special handling required by Collections to = ensure they know there are two payers.=20 =20 Happy to discuss on a call. =20 From: Sharon Speirs =20 Sent: Friday, April 19, 2024 6:53 AM To: Timothy Thomas Cc: Alyson Rohane ; Chuck Terlesky = ; Joey Taylor ; Cheryl = Cartwright ; Frank Liu ; = Elizabeth Clark Subject: Re: CAD Duplicate Customers Clean-Up: 4/19/2024 =20 Good morning - the one below is the same name, same client but we need = two profiles as one is paid by the family and one is paid by the = government which has a paris id # and is tagged VCH. We often have this = but the difference is the payer. Sharon=20 =20 Sharon, Speirs =20 General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com =20 =20 TheKey.ca =20 =20 =20 =20 =20 =20 =20 =20 On Fri, Apr 19, 2024 at 6:17=E2=80=AFAM Timothy Thomas > wrote: Hi Alyson, =20 Sharon is away until Monday. Can we have the deadline extended to then = pls.=20 =20 On Thu, Apr 18, 2024 at 2:20=E2=80=AFPM Alyson Rohane = > wrote: Good afternoon, leaders -=20 =20 With Canada Integration Go-Live approaching next month, we are working = through our cutover checklist to ensure that all systems are ready for a = seamless transition. The next item is to clean up duplicate records in = Clearcare.=20 =20 We are looking to integrate from Clearcare to Netsuite on Friday evening = (4/19). If there are any duplicate accounts, this will create duplicate = customer records in Netsuite and send the client two separate invites to = Versapay. Can each of you please check your locations and clean up any = duplicate records for active customers by the EOB Friday, April 19th? = Once completed with your cleanup, please respond to the thread = confirming your location is done.=20 =20 If you run into any issues or have concerns with the request, please = reach out to me directly. We appreciate your partnering and quick = turnaround!=20 =20 Here are a few caught during a spot check but there is a high chance = there are more.=20 =20 Name=20 Home Location Caregivers City Primary Manager Secondary Manager Scheduler Marketer Last Visited Family Login Lallas- Private Client, Erato 604-986-2414 HCA C. Anoc North Vancouver V. Bezdrob =20 D. Lou =20 4/11/2024 Invite | Login Lallas, Erato #919934 604-986-2414 HCA L. Ignacio, P. Kariyawasam North Vancouver V. Bezdrob =20 D. Lou =20 4/17/2024 Invite | Login Frank, Valeria 519-746-6495 Waterloo =20 Kitchener P. Shah A. V

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