Re: Billing variance WE 03/01/26 - Montreal
- From
- Kristy Poyner <kristy.poyner@thekey.com>
- To
- Joey Taylor <joey.taylor@thekey.com>, Loretta Fasel-Slater <lslater@thekey.com>, Timothy Thomas <tt@thekey.com>
- CC
- Melissa Caltagirone <mcaltagirone@thekey.com>, Nikita Moreau <nmoreau@thekey.com>, Amy Konke <amy.konke@thekey.com>
- Date
- Fri, 6 Mar 2026 16:57:41 +0000
- Folder
- [Gmail]_Trash
📎 image.png; image.png; f73f63cb-3dac-4c60-9702-4198fef00882.png; Outlook-ldwds4cb.png
Hi Joey, I'm having our Senior Amy take a look at this with Loretta this morning. They'll circle back with an update by end of day. Thank you, Kristy Poyner Billing Manager | TheKey [cid:99323c67-9c64-4f7c-8948-8fa0bbcc81bc]<http://www.thekey.com/> ________________________________ From: Joey Taylor <joey.taylor@thekey.com> Sent: Friday, March 6, 2026 8:38 AM To: Loretta Fasel-Slater <lslater@thekey.com>; Timothy Thomas <tt@thekey.com> Cc: Melissa Caltagirone <mcaltagirone@thekey.com>; Nikita Moreau <nmoreau@thekey.com>; Kristy Poyner <kristy.poyner@thekey.com> Subject: Re: Billing variance WE 03/01/26 - Montreal Good Morning, Any news on this? On Wed, Mar 4, 2026 at 4:43 PM Joey Taylor <joey.taylor@thekey.com<mailto:joey.taylor@thekey.com>> wrote: Good Afternoon Loretta, I pulled previous invoices and they are all like this. Does this mean we have incorrectly billed this client? On Wed, Mar 4, 2026 at 4:24 PM Loretta Fasel-Slater <lslater@thekey.com<mailto:lslater@thekey.com>> wrote: Hello Joey, Thank you for the clarification. I have included Kristy Poyner for visibility. Regarding this week's invoice 1258230, the amount billed was $2,323.33. The $450 difference is due to the 2/27 12:00 a.m. to 8:00 p.m. (B) shift not being invoiced, as NetSuite is programmed to bill live-in rates on the (A) shift. Additionally, the (A) shift from 8:00 p.m. to 11:59 p.m. on 2/27 was entered as non-billable (N/A). The live-in billed amount must be applied to the (A) shift for the invoice to generate correctly. [f73f63cb-3dac-4c60-9702-4198fef00882.png] [image.png] Thanks, Loretta Fasel-Slater Loretta Fasel-Slater Billing Analyst 1 | TheKey Mobile: 616.612.3129 | ext 145019 [TheKey] On Wed, Mar 4, 2026 at 3:46 PM Joey Taylor <joey.taylor@thekey.com<mailto:joey.taylor@thekey.com>> wrote: Good Afternoon, The client has 2 different live-in caregivers who start and finish at different times. I ran this by Kristy Poyner to ensure everything was correct when we started the case. The total amount for the invoice in Wellsky ($2,773.33) is correct for the billing period of Feb 23r to Mar 1st. Thank you, On Wed, Mar 4, 2026 at 1:12 PM Loretta Fasel-Slater <lslater@thekey.com<mailto:lslater@thekey.com>> wrote: Hello Montreal Team, Regarding client Payson, we have a $450 variance. I noticed that the live-in rate is applied to both shifts (A) and (B) for 2/26–2/27, but the amount is only billed in NetSuite for shift (A). Additionally, there is no billed amount appearing for the 2/27–2/28 shift. Could you please confirm if these entries are correct? [image.png] Best regards, Loretta Fasel-Slater Loretta Fasel-Slater Billing Analyst 1 | TheKey Mobile: 616.612.3129 | ext 145019 [TheKey] -- Joey Taylor Directeur Général/General Manager 514-907-5065 TheKey.ca <https://thekey.ca/> [TheKey] -- Joey Taylor Directeur Général/General Manager 514-907-5065 TheKey.ca <https://thekey.ca/> [TheKey] -- Joey Taylor Directeur Général/General Manager 514-907-5065 TheKey.ca <https://thekey.ca/> [TheKey]