RE: Montreal Billling

From
<michelle.kenaga@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>
CC
<clearcaresupport@thekey.com>, <kristy.poyner@thekey.com>
Date
Mon, 8 Jul 2024 15:44:07 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_015D_01DAD14D.ABCE1E30 Content-Type: multipart/alternative; boundary="----=_NextPart_001_015E_01DAD14D.ABCE1E30" ------=_NextPart_001_015E_01DAD14D.ABCE1E30 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Thanks for the updates here Joey and Kristy!=20 =20 @Timothy Thomas =20 I noticed Joey mentioned he connected with you on this one. Will you own = ensuring the other locations are aware of this as well? =20 Thank you,=20 =20 Michelle Schefter (Formally Michelle Kenaga) Senior Manager Billing and Submissions Direct line: (408) 831-0579 michelle.kenaga@thekey.com =20 =20 =20 From: Timothy Thomas =20 Sent: Wednesday, July 3, 2024 12:56 PM To: Joey Taylor Cc: Michelle Schefter ; = clearcaresupport@thekey.com; kristy.poyner@thekey.com Subject: Re: Montreal Billling =20 Thanks Joey.=20 Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 =20 On Wed, Jul 3, 2024 at 3:55=E2=80=AFPM Joey Taylor = > wrote: Good Afternoon, * Connect with Tim regarding Holiday agency setting processes. * Review Holiday settings for accuracy and update as needed. =20 Both these tasks were completed!! Thank you,=20 =20 On Tue, Jul 2, 2024 at 2:43=E2=80=AFPM > wrote: Hi Joey and Roxana, =20 Thank you for taking the time to meet today to clarify the Holiday = Setting process. I=E2=80=99ve outlined action items and summarized main = points from our call below, but please let me know if there is anything = I have missed. Have a wonderful rest of your week! =20 Action Items * Joey=20 * Connect with Tim regarding Holiday agency setting processes. * Review Holiday settings for accuracy and update as needed. * Stephanie=20 * Add holiday to all 6/24/2024 shifts. =E2=80=93 Complete * Kristy/Michelle * Connect with Payroll regarding payroll impact of Sunday to Monday = overnight period settings. * Depending on payroll response =E2=80=93 reach out to Roxana to update = period setting in ClearCare to align with current billing processes. =20 Call Summary * Local Office Partners are responsible for ensuring Holiday agency = settings are updated/accurate. * Agency Holiday settings can be reviewed in ClearCare by hovering on = =E2=80=9CAccounting=E2=80=9D tab > =E2=80=9CRates & Policies=E2=80=9D > = click on =E2=80=9CHolidays=E2=80=9D *=09 * =E2=80=9CStandard Holidays=E2=80=9D dates in ClearCare will update = automatically *=09 * =E2=80=9CCustom Holidays=E2=80=9D dates in ClearCare do not update = automatically *=09 * Discussed duplicate Montreal Holidays =E2=80=93 Holidays in Standard = and Custom Holiday settings with different bill rates * If a holiday is not included in agency settings, holiday will not = automatically be included on shifts or be available to add to shifts. * B shifts for Sunday to Monday overnight shifts billed with Monday = shift period in billing system. * Billing system limitations due to standardize