Fwd: Mortimer, John - Open Invoice - Please Respond

Hello Team,

Please see the email forward below. The client's payer is reporting
multiple billing issues for Winnipeg client John Mortimer .

Thank you,
*John Janiga*
Senior Accounts Receivable Specialist
*john.janiga@thekey.com <john.janiga@thekey.com>*
*408-647-7538 *
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>



---------- Forwarded message ---------
From: Carol Kos <carol.koscpa@gmail.com>
Date: Mon, Sep 11, 2023 at 2:11 PM
Subject: Re: Mortimer, John - Open Invoice - Please Respond
To: John Janiga <john.janiga@thekey.com>
Cc: Bill Mortimer <wjmortimer@gmail.com>


Good Afternoon John,



Thank-you for bringing the outstanding invoice to our attention.  I agree
that we owe for invoice no. 5747 in the amount of $550.



Sorry for the delay in responding.  I took this opportunity to review all
invoices issued to my Dad by the TheKey (formerly Home Care Assistance).
During my review of all the invoices, I found the following discrepancies
which I hope that you can resolve:



1.       On invoice no. 5086 dated September 16, 2022, we were charged $720
for September 6, 2022 to September 7, 2022.  The daily rate charge should
have been $575.

2.       On invoice no. 5086 dated September 16, 2022, we were charged $720
for September 10, 2022 to September 11, 2022.  The daily rate charge should
have been $575.

 3.       On invoice no. 5317 dated November 30, 2022, we were charged
twice for November 23, 2022 to November 24, 2022 – once for Kelley and once
for Cecilia (2 x $575).  On November 23, 2022, Kelley had a medical
emergency and left caring for my Dad at approximately 4:30 pm.  A neighbour
friend was called to come look after my Dad who stayed until 11:00 pm.
Cecilia, who had just been assigned to my Dad’s care team but had not
received training yet and had not met my father yet, offered to assist that
day.  She arrived at 7:00 pm on November 23, 2022 and stayed until
approximately 11:00 pm.  I was required to go to my Dads on November 23,
2022 and spend the night.  I arrived at approximately 9:00 pm.  It was
expected that Dorothy would arrive on the morning of November 24, 2022 at
10:00 am.  I do not think we should be charged for the full 24 hours (from
10:00 am on November 23, 2022 to 10:00 am on November 24, 2022) for two
people.  Kelly was there for 6.5 hours and Cecilia was there for 4 hours.
I would have thought we should be charged for half a day of service at most.

 4.       On invoice no. 5317 dated November 30, 2022, we were charged a
full day for November 24, 2022 to November 25, 2022 for Cecilia.  As noted
in item #3 above, I spent the night of November 23, 2022 with the
expectation that Dorothy would arrive on November 24, 2022 at 10:00 am.
Dorothy did not show up and I was required to stay the day with my Dad
until Cecilia arrived at approximately 5:00 pm.  I would have thought we
would have been discounted for this day as Cecilia did not work the full 24
hour shift.

 5.       On invoice no. 5317 dated November 30, 2022, we were charged
twice the daily rate for November 25, 2022 to November 26, 2022.  This is
the day that Cecilia was scheduled for training.  Brian Boxall, theKey Care
Manager, and I had agreed that theKey would cover 50% of Cecilia’s training
cost and we would cover the other 50% of the cost.   I would have thought
Cecilia’s training cost would be based on her wages only; not at the daily
charge rate.

 6.       On invoice no. 5337 dated November 30, 2022, we were charged
twice for October 20, 2022 to October 21, 2022 (2 x $575) – once for Nancy
and once for Kelley.  There should only be one charge.

 7.       On invoice no. 5526 dated February 14, 2023, we were charged an
additional $60 for February 12, 2023.  We are not sure why there was a $60
charge in addition to our daily rate charge.

8.       On invoice no. 5651 dated March 31, 2023, it appears the invoice
is missing a daily charge ($575) for March 16, 2023 to March 17, 2023.

 9.       On invoice no. 5731 dated April 30, 2023, we were charged $962.50
for April 21, 2023 to April 22, 2023.  The daily rate charge was $632.50.
We are not sure why there is an additional charge of $330.00.

 10.   On invoice no. 5731 dated April 30, 2023, we were charged $1,226.50
for April 22, 2023 to April 23, 2023.  Upon introducing Genevieve into the
caregiver team, Brian Boxall, theKey Care Manager, was going to recalculate
our fees.  I think the fees for this 24 hour period should either be the
daily rate or $33.00 x 24 hours.

 11.   On invoice no. 5731 dated April 30, 2023, we were charged  $632.50
for April 24, 2023 to April 25, 2023.  My Dad died in the evening on April
23, 2023.  No services were received during this 24 hour period.

 12.   There is a withdrawal made from my Dad’s bank account in the amount
of $8,970.50 on June 8, 2023 with no invoice to support the withdrawal.  I
would expect these monies to be returned to my Dad’s estate.

 I have attached copies of the invoices referenced above and a copy of my
Dad’s June 2023 bank statement.

 Please let me know your findings after you have reviewed the account.  Do
not hesitate to contact me if you have questions or wish to discuss.  I
will call you on Monday, September 18, 2023 unless I hear from you sooner.



Thanks for your attention to this matter.



Sincerely,



Carol Kos

Ph no. 204-257-1007 (work)

Ph no. 204-918-7330 (cell)

On Fri, Aug 18, 2023 at 11:54 AM John Janiga <john.janiga@thekey.com> wrote:

> Thank You Carol.
>
> Please let me know if you need any additional information.
>
> Best Regards,
> *John Janiga*
> Senior Accounts Receivable Specialist
> *john.janiga@thekey.com <john.janiga@thekey.com>*
> *408-647-7538 *
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> On Fri, Aug 18, 2023 at 12:44 PM Carol Kos <carol.koscpa@gmail.com> wrote:
>
>> Good morning John,
>>
>> Thank you for reaching out.  I will review our records and get back to
>> you early next week.
>>
>> Carol Kos
>>
>> On Fri., Aug. 18, 2023, 7:57 a.m. John Janiga, <john.janiga@thekey.com>
>> wrote:
>>
>>> Hello Carol and Bill,
>>>
>>>
>>>
>>>  Our records indicate the invoices listed below are outstanding. Please
>>> let us know the status of payment so I may update our records accordingly.
>>>
>>>
>>> Past Due Invoice
>>>
>>> Invoice # Invoice Date Due Date Care Logs Split Amounts Expenses Mileage
>>> Taxes Total Paid Outstanding
>>>
>>> Mortimer, John
>>> <https://hcawinnipeg.clearcareonline.ca/clients/1000000000016658/>
>>> 5747
>>> <https://hcawinnipeg.clearcareonline.ca/accounting/billing/receivables/invoice/5747/>
>>> 05/12/2023 05/12/2023 $550.00 $0.00 $0.00 $0.00 $0.00 $550.00 $0.00
>>> $550.00
>>> $550.00 $0.00 $0.00 $0.00 $0.00 $550.00 $0.00 $550.00
>>>
>>> Please contact me directly if you have any questions or concerns.
>>>
>>> Thank You,
>>>
>>> *John Janiga*
>>> Senior Accounts Receivable Specialist
>>> *john.janiga@thekey.com <john.janiga@thekey.com>*
>>> *408-647-7538 *
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>