RE: Billing for Contract Client

From
<eclark@thekey.com>
To
"'Cheryl Cartwright'" <ccartwright@thekey.com>
CC
"'Timothy Thomas'" <tt@thekey.com>, <kristy.poyner@thekey.com>, <stephanie.fuston@thekey.com>, "'Michelle Kenaga'" <michelle.kenaga@thekey.com>, "'Taylor Cleland'" <tcleland@thekey.com>
Date
hu, 18 Apr 2024 11
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0A99_01DA9184.6A9919A0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0A9A_01DA9184.6A9919A0" ------=_NextPart_001_0A9A_01DA9184.6A9919A0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable I am less in the weeds so let me connect with Michelle=E2=80=99s = leaders, and the group will circle back. =20 From: Cheryl Cartwright =20 Sent: Thursday, April 18, 2024 11:33 AM To: eclark@thekey.com Cc: Timothy Thomas ; kristy.poyner@thekey.com; = stephanie.fuston@thekey.com; Michelle Kenaga = ; Taylor Cleland Subject: Re: Billing for Contract Client =20 Hi Liz, =20 I totally get that. Is there something that is working better in another = market or another suggestion that I could put forward to the client? It = would be difficult for the region to receive say 50 different invoices x = 4 at months end but maybe there is a solution that falls in the middle? = We expect there to be upwards of 200 clients in the program so = definitely looking for a sustainable solution. =20 I am happy to have a quick call if you want? =20 Cheryl =20 =20 On Thu, Apr 18, 2024 at 2:23=E2=80=AFPM > wrote: Hi Tim =20 This is not say we should recommend something different.=20 =20 I can work on a consolidated invoicing process in NetSuite but that will = take some time due to other larger priorities in the pipeline. In the = interim billing can make it work, simply sharing it=E2=80=99s similar to = CHDC in the manual nature of it and you can attest to that having been = bumpy. =20 With weekly turn arounds for 5000 clients and a billing team of 4 = people, they do amazing work, we=E2=80=99re just not structured to = accommodate that with sustained perfection in current state.=20 =20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Long Term Care Insurance Onboarding Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =09 =20 =20 =20 From: Timothy Thomas >=20 Sent: Thursday, April 18, 2024 6:25 AM To: eclark@thekey.com =20 Cc: Cheryl Cartwright >; kristy.poyner@thekey.com = ; stephanie.fuston@thekey.com = ; Michelle Kenaga = >; = Taylor Cleland > Subject: Re: Billing for Contract Client =20 Hi Liz, =20 This is the clients requirement. Do you have an alternative to suggest? =20 On Thu, Apr 18, 2024 at 8:46=E2=80=AFAM > wrote: Hi Cheryl =20 Looping in Billing leadership to provide direction on the best process = for this.=20 =20 It=E2=80=99s important to note sending a consolidated invoice per month = is not something we can automate so there is a chance, despite our best = efforts, we will make a mistake there. I would encourage us to steer = away from this knowing it=E2=80=99s not something we can guarantee will = be perfect 100% of the time. =20 Elizabeth Clark=20 Director =20 =20 =20 From: Cheryl Cartwright >=20 Sent: Tuesday, April 16, 2024 11:56 AM To: Elizabeth Clark >; = Timothy

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