This is a multipart message in MIME format. ------=_NextPart_000_0174_01DABDC5.A7E32860 Content-Type: multipart/related; boundary="----=_NextPart_001_0175_01DABDC5.A7E32860" ------=_NextPart_001_0175_01DABDC5.A7E32860 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0176_01DABDC5.A7E32860" ------=_NextPart_002_0176_01DABDC5.A7E32860 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Hi Tim, Thank you for taking the time to meet with us this afternoon to discuss the Region of Waterloo billing. I have summarized our call and action items below. Please let me know if you have any questions or if there is anything I missed. Action Items: * Stephanie to remove all mileage billed for May dates of service * Tim/Local office partners to confirm attached mockup approval with Region of Waterloo * Once mockup is approved by Region of Waterloo Stephanie will resend April and May Summaries * Stephanie to work with Local office partners to review requirements for Region of Waterloo clients set up/billing: * Authorizations created for each client * Authorizations attached to all shifts * Mileage set to not billable in client settings Summary: * Region of Waterloo Summary Requirements * Both a summary and itemized breakout are required * Summary of total for all invoices * Service Dates, Hours, Rate, Amount due * Itemized breakout by date of service for each client * No individual TheKey invoice numbers referenced * No individual TheKey Invoice PDF's * Provided to Region of Waterloo by 7th day each month * Reviewed mockup template * Includes both summary and itemized breakdown by service date * If template is approved, billing will provide PDF of both to ROW for all future billing * No additional reporting for ROW would be required from local office partners * Tim confirmed mileage is not billable to the Region of Waterloo and should be removed from May invoices Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com ------=_NextPart_002_0176_01DABDC5.A7E32860 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable v\:* = {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:Wingdings; panose-1:5 0 0 0 0 0 0 0 0 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:"Aptos Display";} @font-face {font-family:Aptos;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {margin:0in; font-size:11.0pt; font-family:"Aptos",sans-serif; mso-ligatures:standardcontextual;} p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph {mso-style-priority:34; margin-top:0in; margin-right:0in; margin-bottom:0in; margin-left:.5in; font-size:11.0pt; font-family:"Aptos",sans-serif; mso-ligatures:standardcontextual;} span.EmailStyle17 {mso-style-type:personal-compose; font-family:"Aptos",sans-serif; color:wi