Hi All,
Ali said he charged the client the total amount on his credit card, and
there is no payment for the next couple of invoices. He said the client
should have access to the Versa pay portal, and the client can access and
verify everything in there.
This is the issue we are exactly having - there is a mix-up - and there is
no communication. There is no documentation, Shawntel and myself have no
access to see what has happened, and I can't solve the problem. I've asked
him for the breakdown and the invoice, and he pushes this off.
This is a government client - funding has to be submitted. Now since the
client paid, we are stuck with a double payment from the government. Im
sure if the government found out we double-dipped this client they could
red-flag our company. Everything in clearcare is tagged properly. What a
mess.
I will call Bill and let him know we are on top of this error.
Sorry Shawntel that you have also have to take it from the client side.
Chuck
On Wed, Apr 19, 2023 at 2:48 PM Chuck Terlesky <cterlesky@thekey.com> wrote:
> Two issues - 1) I don't see under receivables that an invoice has been
> generated since April 4th, and 2) I need to see or know if Ali has charged
> the client first to know what I am talking about. It looks like no invoice
> was populated last Monday or this Monday.
>
> We will have to loop in Ali to find out what is going on - then I can
> speak with Bill.
>
> Thoughts?
> Chuck
>
> On Wed, Apr 19, 2023 at 2:03 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> Chuck can you handle this please? Would prefer not to involve Ali at this
>> stage.
>>
>> On Wed, Apr 19, 2023 at 3:15 PM Shawntel Sousa <ssousa@thekey.com> wrote:
>>
>>> Hi,
>>>
>>> Can I please have someone call this client regarding billing - I have
>>> been asking for a few days but no one knows who should call. They have
>>> questions about invoices and they are getting really mad that there
>>> hasn't been answers and I can't provide the answers because I can't see the
>>> billing anymore.
>>>
>>> The contact is Bill Picken regarding Mary Picken in Calgary.
>>>
>>> This call needs to be made today please and thank you.
>>>
>>> Also, they would like a copy of the increase letter sent to both Dan and
>>> Bill and they indicate that they have not received it.
>>>
>>> *Thank you,*
>>>
>>> *Shawntel Sousa, LPN*
>>>
>>> Client Success Manager
>>>
>>>
>>> Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office:
>>> 778-279-3634
>>>
>>> *TheKey.ca <http://TheKey.ca>*
>>>
>>> [image: TheKey]
>>>
>>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
> Chuck Terlesky B.A., CCPE
> General Manager/Regional Caregiver Ambassador for Canada
>
> 403-301-3777
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>
>
--
Chuck Terlesky B.A., CCPE
General Manager/Regional Caregiver Ambassador for Canada
403-301-3777
TheKey.ca <https://thekey.ca/>
[image: TheKey]