--000000000000b44b67060fc9f26e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes please proceed. Thanks, Cheryl On Wed, Jan 24, 2024 at 10:01=E2=80=AFAM Marc Atkinson = wrote: > Good Morning Cheryl and Tim, > > Billing Help Desk has been performing a Finance Welcome Call audit for > many locations since last June. As of this week, we have incorporated all > locations into this audit. We feel it's important for Billing to verify > clients' information to ensure that everything is correct and that our ne= w > clients are aware of how and when we bill, what payment method is being > used, what the hourly rate is, etc. > > As of now, our local offices can opt out on a case by case basis, per > client. For Simone Granger, everything is setup correctly with no > discrepancies. We would appreciate your office allowing us to contact her= son/POC > Thierry Granger. Please let us know if we can proceed. > > Thank you! > > On Mon, 22 Jan at 1:30 PM , Timothy Thomas wrote: > adding @Cheryl Cartwright to this email. > > On Mon, Jan 22, 2024 at 1:05=E2=80=AFPM Marc Atkinson wrote: > >> Hi Poulami, >> >> Since last June, Billing has been performing a Finance Welcome Call Audi= t >> for new clients. Based on the New Client Audit report that PSG distribut= es, >> we put together a report every Monday of new clients who have been added >> into our billing system. We review these clients' accounts to determine = the >> accuracy of the account setup, contract paperwork (CCA and PAF), client >> contacts, billing rate(s), etc. If all of this information is accurate w= ith >> no discrepancies, we then request from the client's CSM to initiate a ca= ll >> to the client's Payer/POC or the client him/herself (if the client is >> his/her own POC) to discuss and t o verify all of this information with >> them We need to ensure that the client is aware of the billing rate(s), = how >> we invoice, when we invoice, how to use Versapay, etc. We also confirm w= ith >> the client the contacts at the local office for operational purposes, so >> they are aware. If there discrepancies (such as a missing CCA/PAF, an >> incorrect billing rate, or any incorrect information), we let your offic= e >> know of the discrepancy so we can resolve the issue. >> >> Beginning this week, we have added Toronto to this audit. Your office, a= t >> this time, has the ability to opt out of Billing proceeding with a welco= me >> call to any client, if for some reason your office does not want us to m= ake >> the call. >> >> For new client Simone Granger ( >> https://torontohca.clearcareonline.ca/clients/1000000000061984/), please >> let us know if we can proceed with the welcome call to the client's son/= POC >> Thierry Granger. >> >> Thanks! >> >> On Mon, 22 Jan at 12:58 PM , 155140 Simone Granger > thierry.granger@tevacanada.com> wrote: >> FIN Welcome Call. >> >> >> > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.