--000000000000446905062ef884a7 Content-Type: multipart/alternative; boundary="000000000000446902062ef884a6" --000000000000446902062ef884a6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Elizabeth, all good so far as I was able to explain after listening at length how inappropriate this first introduction was. I would agree she is reactive but I think she is also very organized and you had shared the importance of the client recording the invoice # which I made sure she also knew. First invoice delivered, versa pay ignored and I was ccd on payment and which invoice it was for, so I am hoping it=E2=80=99s cl= ear sailing with regard to billing! I do appreciate the reply as I just needed a refresher on the ins and outs of versa pay. Hope your day is great! Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Tue, Feb 25, 2025 at 6:18=E2=80=AFAM wrote: > Hello Sharon > > > > I apologize I am just now replying to this. The system will always addres= s > the client/patient in the email, its automatically generated that way but > will send to the Payer contact email in ClearCare. There is not a way to > change that, so she is going to have to understand its technology and not= a > person lacking sensitivity. > > > > Invoices will be mailed to her and in those emails, it states she can log > in, or click to pay, and that same email has a PDF attached that she can > open and view without ever logging into Versapay. She can choose to send > eTransfers if Tim and Laszlo have approved her not being on autopayments, > again all without logging into the system. Nothing we send out states usi= ng > the system is required of anyone. > > > > It is critical that she includes the invoice number(s) she is paying when > she sends the eTransfer payments or they will not be applied correctly, a= nd > it will exacerbate her frustrations. I would say when clients are already > short tempered and reactive, those are the clients we want to shy away fr= om > making exceptions for because it will naturally be those same clients tha= t > fail to include notes in eTransfer payments and then we take the blame fo= r > that, but your call. =F0=9F=98=8A > > > > Let me know if I can help further. > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* Sharon Speirs > *Sent:* Thursday, February 13, 2025 12:41 PM > *To:* Timothy Thomas ; Elizabeth Clark > *Subject:* Fwd: You're Invited! > > > > Good afternoon > > I am hoping to get your help on how I can simplify the billing process fo= r > this client. She was very offended by the letter as she deemed it > inappropriate as it was addressed to Klaus who is living with dementia an= d > she is the one paying the bill. If you can tell me how to change that I > would appreciate it. She also wants nothing to do with Versa Pay as she > wants an invoice and then she