Re: You're Invited!

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’s clear
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   <https://thekey.ca/>

[image: TheKey]







On Tue, Feb 25, 2025 at 6:18 AM <eclark@thekey.com> wrote:

> Hello Sharon
>
>
>
> I apologize I am just now replying to this. The system will always address
> 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 using
> 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, and
> 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 from
> making exceptions for because it will naturally be those same clients that
> fail to include notes in eTransfer payments and then we take the blame for
> that, but your call. 😊
>
>
>
> Let me know if I can help further.
>
>
>
> Kind regards-
>
>
>
> *Elizabeth Clark*
>
> Director | *TheKey*
>
> Mobile: 619.822.4855
>
>
>
>
>
> *From:* Sharon Speirs <sspeirs@thekey.com>
> *Sent:* Thursday, February 13, 2025 12:41 PM
> *To:* Timothy Thomas <tt@thekey.com>; Elizabeth Clark <eclark@thekey.com>
> *Subject:* Fwd: You're Invited!
>
>
>
> Good afternoon
>
> I am hoping to get your help on how I can simplify the billing process for
> 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 and
> 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 will review and send E transfer.
>
> I believe in the past clients have opted out of Versa pay- can we do that
> here and just email her the invoice? She does not want to set anything up
> or auto pay etc etc.
>
> Let me know as to be honest she is challenging
>
> Sharon
>
> I am only forwarding what she sent me, not the entire barrage of what she
> was upset about. I see nothing offensive about the letter but can
> understand her not liking it being addressed to Klaus.
>
> Sharon
>
>
>
> *Sharon, Speirs*
>
>
>
> General Manager
>
> Vancouver, BC
>
> Office: 778.279.3634
>
> sspeirs@thekey.com
>
>
>
> *TheKey.ca*   <https://thekey.ca/>
>
>
>
> [image: Image removed by sender. TheKey]
>
>
>
>
>
>
>
>
>
>
>
> ---------- Forwarded message ---------
> From: *Lorea Chilton* <loreachilton2@outlook.com>
> Date: Thu, Feb 13, 2025 at 11:54 AM
> Subject: You're Invited!
> To: Sharon Speirs <sspeirs@thekey.com>
>
>
>
>
>
>
>
> *From:* TheKey <no-reply@versapay.com>
> *Sent:* Wednesday, February 12, 2025 6:16 PM
> *To:* loreachilton2@outlook.com
> *Subject:* You're Invited!
>
>
>
> [image: Image removed by sender.]
>
>
>
> Hi Klaus Hoffman,
>
> We’re excited to introduce our online invoicing platform designed to
> provide unlimited self-service options, 24 hours a day.
>
> With our online platform, you’ll experience many benefits such as:
>
>    - One-click access to invoices and supporting documents.
>    - Email notifications to alert you when a new invoice is available.
>    - Online communication with us if you have any questions or invoice
>    disputes.
>    - Invoices attached to every email, allowing you to view and pay
>    invoices without creating an online account.
>    - Ability to change your preferred payment method as often as needed.
>    - Ability to view your balance due and export your invoice & payment
>    history.
>    - Ability to setup AutoPay: There are 2 ways to enable AutoPay:
>       1. When adding a new payment method select YES to setup for Autopay.
>       2. Selecting "New" beside AutoPay Off. This option is only
>       available if a payment method has already been added to your account.
>
> For help signing up or making a payment, watch these short how to videos!
>
> *How to *Sign Up
> <http://email.versapay.com/ls/click?upn=u001.T05IisFEBY87NPo1ne2GfdWYK-2F55r6j3uJiVWKcYgOW1gw1dt8Xtzk9NCUmEh2l85ECzp3fnIwlRhogMJkmqDA-3D-3D9o_d_b11UuZqGxRZAfcJzPFt5j7Yv9Zff9jtjFm6Pn1sl8vKCon4LajmnhFN5EYK43pC7Lc-2F3kaCuSClBU1zeOQzmE8OYUQZqOuWzXHO8KlKlw2z7a0chfXAqFSP5ehDZQv3Ql2cnOC-2FJZGCE6i3etUUsZvuWx-2FFH1HeSoKvPVgY3x-2F84Cxx0Mg0YIpnjENk5wBffUyTaoWVcS4fjB35-2Fs8I5Gk0WXBcTtrOL-2BzH3D2wQQrBBknCc9VpbVrH2xdcVWbk-2BlVs8XuYvRFm52LQsEjEieCa2BK-2Bq8O-2BSnApdhYbRqgVdPUr4RBZdgHtzgh9ubn8rsdTwhy6-2BBlEwp24HDEaxmw-3D-3D>
> * here! *
> *How to add a *Payment method Video
> <http://email.versapay.com/ls/click?upn=u001.T05IisFEBY87NPo1ne2GfdWYK-2F55r6j3uJiVWKcYgOWEI1-2B4-2FmZJrVtFRKoVAJ-2Bts6NGJ8Y1QmJB3nyokpDfVw-3D-3DwcGV_b11UuZqGxRZAfcJzPFt5j7Yv9Zff9jtjFm6Pn1sl8vKCon4LajmnhFN5EYK43pC7Lc-2F3kaCuSClBU1zeOQzmE8OYUQZqOuWzXHO8KlKlw2z7a0chfXAqFSP5ehDZQv3Ql2cnOC-2FJZGCE6i3etUUsZolv63b4ZkMCGGfMm71Gcgs2jcTJoBMtquJyJPuWvzWrBpn4I0SexGX8Epw2s8piKH99UBcg-2FroYQmTlLK45yjm9cidp7yn9ipczE-2Bhp-2BUO-2FhP5Q2QqfFamZ10IzDQSDJQTnXoY9qPQ9TigKvA2T1-2BHK9VTVAnxPqkEAAS2k0nqr5l2vaeUQ8oD5GRcZoXpJNQ-3D-3D>
> * here!*
> *How to *Make a Payment
> <http://email.versapay.com/ls/click?upn=u001.T05IisFEBY87NPo1ne2GfdWYK-2F55r6j3uJiVWKcYgOWZrsoqnSi-2FCfdH6nis0vLQgWOCm5s3Y33CNacm92lWAA-3D-3Dy54D_b11UuZqGxRZAfcJzPFt5j7Yv9Zff9jtjFm6Pn1sl8vKCon4LajmnhFN5EYK43pC7Lc-2F3kaCuSClBU1zeOQzmE8OYUQZqOuWzXHO8KlKlw2z7a0chfXAqFSP5ehDZQv3Ql2cnOC-2FJZGCE6i3etUUsZp2nPbnks1blF0ynTm-2BEc9oMcDt98QNOwufAPjtA5JATojpjo6Kjl3btAMggu-2BX9qFVqEOXr5fSM8lzeOnBSGNr4kASHYV1S9tSip65awgdFDqVkVw-2FSHuTELovE32-2F-2BmE6LPCKvKhasPjNl7Un4C17tN-2BBQLZVFN1RTwgryt-2BpzzF4-2FTymRhkco5MneFOT8Ow-3D-3D>
> * here!*
> *How to *Setup AutoPay
> <http://email.versapay.com/ls/click?upn=u001.T05IisFEBY87NPo1ne2GfdWYK-2F55r6j3uJiVWKcYgOXfM6xUgTXgRexermB9gj2EhNDIL8TJ-2FINjnyqPE6vG-2Bw-3D-3DIr_M_b11UuZqGxRZAfcJzPFt5j7Yv9Zff9jtjFm6Pn1sl8vKCon4LajmnhFN5EYK43pC7Lc-2F3kaCuSClBU1zeOQzmE8OYUQZqOuWzXHO8KlKlw2z7a0chfXAqFSP5ehDZQv3Ql2cnOC-2FJZGCE6i3etUUsZkq3MBBirIpCJl0qctyCmZoFHAna8K1HKUQIr4oOGWK4ZQI31BTzNadvW6yWf35fJLyty3LuvmPk5uAHTaLbYPz798n4dqQpaGCkhyp3ClsCYkDTkg2Mn0wM8kk6Xml0O2LcX6r8jB5-2BC9-2FpLz7-2FwvPS6kwTrcfX0Llx2-2FAbA1yHoLw0mwKrV5B6KlIVYtU1vg-3D-3D>
>  *here!*
>
>
>
>
>
> Click Here to Get Started
> <http://email.versapay.com/ls/click?upn=u001.zYiBgFg9bCfBqtV3ylE2LYYASu9aPmyVkz9TFrmWd7AVwfQBkmnQlmjBaLlK0PzonQyG-2F-2FnJNERxADlLhHr93g-3D-3Dxo8B_b11UuZqGxRZAfcJzPFt5j7Yv9Zff9jtjFm6Pn1sl8vKCon4LajmnhFN5EYK43pC7Lc-2F3kaCuSClBU1zeOQzmE8OYUQZqOuWzXHO8KlKlw2z7a0chfXAqFSP5ehDZQv3Ql2cnOC-2FJZGCE6i3etUUsZqpkFS8xFAbM9ev8J0nat5i-2BW1tZ0PZcy-2BeSnM1J1ZsZPCd2pvn0BeJ3hke0aidj68KbnqyNVQ9jNxxm5c1KPxo3x3vaPDsuFrEUmLrvWi1B3CztfbvXJFdxks-2BhtHMmdks0KYGjZdLKlEmemU9mot0mrYBI5Bkemg1wSkHMJjmaiGwGAgu0Pbb52LnYnXBEPA-3D-3D>
>
>
>
> *Frequently Asked Questions*
>
>
>
>    - *Who should I contact if I need support with billing & payment
>    related items?*
>
>       - Our Billing Help Desk is available by phone or email Monday
>       through Friday, from 8am to 8pm EST.
>       Billing@TheKey.Com
>       (866) 226-1702
>
>
>
>    - *Do I have to use the Versapay online portal to pay?*
>
>
>
>    - No, you do not have to use the online portal to pay although it is
>       encouraged. You can provide a method of payment to your local office by
>       completing the payment authorization form, or by logging into your Versapay
>       account to enter that information and enroll in what’s called AutoPay.
>
>
>
>    - *What is AutoPay?*
>
>
>
>    - AutoPay means we will automatically debit your method of payment two
>       days after we send you the invoice notification via email with the attached
>       PDF invoice. This allows you two days to review your invoice and let
>       billing and/or your local office know if you disagree with charges and will
>       ensure your account is kept up to date.
>
>
>
>    - *How do I set up AutoPay or add a payment method to use for one-time
>    payments?*
>
>
>
>    - Once you are logged into your account you can enroll in AutoPay by
>       clicking “Sign Up for AutoPay” in your Versapay account, as shown below.
>       This link is available in the Invoices, Payments, Activities, and Documents
>       view.
>
>
>
> [image: Image removed by sender.]
>
>
>
>    - Once you select “Add Bank Account” or “Add Card” you will be
>       prompted to enter the pertinent banking and card information. Required
>       fields will be indicated with a “ * ” next to them. All payment information
>       should have the Account Holder Name and Address related to the Billing
>       address for that specific entity, if different than the Clients address
>