Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]

--0000000000004971e40623813972 Content-Type: multipart/alternative; boundary="0000000000004971e30623813971" --0000000000004971e30623813971 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Elizabeth, We are aware of that. What client has not been properly documented in WellSky? Thank you, Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca [image: TheKey] On Wed, Oct 2, 2024 at 11:46=E2=80=AFAM wrote: > Hi Dennis & Tim > > > > If a client is exempt from Tax, the =E2=80=9Ccharge tax=E2=80=9D box shou= ld be unchecked > in CC. We shouldn=E2=80=99t be managing that via a manually maintained li= st, are we > aligned there? > > > > > > > > Kind regards- > > > > Elizabeth Clark > > Director > > CI & Transformation > > Finance Onboarding & Experience > > Collections > > Billing Help Desk > > > > *TheKey* > > Office|Cell : 619-822-4855 > > eclark@thekey.com > > > > *TheKey.com * > > > > [image: TheKey] > > > > > > > > > > > > > > *From:* Dennis Fancy > *Sent:* Wednesday, October 2, 2024 9:17 AM > *To:* Brian Boxall > *Cc:* Marc Atkinson ; michelle.hudgins@thekey.com; > lito.delapena@thekey.com; tt@thekey.com; eclark@thekey.com; > kristy.poyner@thekey.com; jeannie.ortiz@thekey.com; cdixon@thekey.com > *Subject:* Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public > Insurance - Reconciliation of All Invoices & Payments Made - [#964597] > > > > Hi Marc, > > > > Tax (5% GST) is always billed to the insurance company (Manitoba Public > Insurance). The only clients exempt from tax are those enrolled in Self a= nd > Family Managed Care. You and your team have a current list of those > individuals. > > > > Please let me know if you require any further information. > > > > Sincerely, > > > *Dennis Fancy, BSP* > > General Manager > (204) 489-6000 > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > On Wed, Oct 2, 2024 at 9:30=E2=80=AFAM Brian Boxall = wrote: > > Hi Marc, > > > > Dennis is reviewing some historical MPI cases to ensure we are operating > in a consistent manner, and we will follow up by the end of day. > > > > On Tue, Oct 1, 2024 at 1:00=E2=80=AFPM Marc Atkinson = wrote: > > Hi Brian, > > > > We are still working on correcting the invoicing for Jagjit Dhaliwal. > Also, we need to reconcile the account for Beverly Filatow. > > > > Can you please confirm 100% that MPI is paying the 5% GST for Jagjit > Dhaliwal and Beverly Filatow and that neither client should have been > charged any taxes in any capacity? Can you also please confirm that this > was the case from the very beginning? > > > > Can you also please confirm that the remaining balances on the attached > two invoices for Jagjit were due to over-scheduling and are to be credite= d > in full? Moving forward, please confirm that both clients Jagjit Dhaliwal > and Beverly Filatow are only to be scheduled within the approved hours of > Manitoba Public Insurnace? > > > > Also, can you please confirm that we need to upda