RE: Montreal Agency Setting to Split Cross Week Billings

Good morning Joey,

 

I made a note to discuss this further during our upcoming call, as our last conversation on this topic was on 7/2/24. 

 

As a reminder, due to system limitations, invoices since the integration have excluded Monday shifts that split at 12 a.m., so there would not be any additional change in this regard. This change request aims to streamline the review and finalization of billing, and ensure it aligns with the standardized process across all TK locations.

 

 

Thank you,

Kristy Poyner

Billing Manager

 <mailto:Kristy.Poyner@thekey.com> Kristy.Poyner@thekey.com 

 <https://homecareassistance.com/> 

 

From: Joey Taylor <joey.taylor@thekey.com> 
Sent: Friday, August 23, 2024 9:41 AM
To: kristy.poyner@thekey.com
Cc: Timothy Thomas <tt@thekey.com>; Laszlo Kovacs <laszlo.kovacs@thekey.com>; TheKey Billing <billing@thekey.com>
Subject: Re: Montreal Agency Setting to Split Cross Week Billings

 

Good Morning Kristy,

Would we have to communicate anything to clients for this change to take place?

 

Let me know, 

 

On Thu, Aug 22, 2024 at 1:09 PM <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > wrote:

Hi Tim and Joey,

 

I hope you’re having a wonder week so far!

 

As you may recall, in early July, we discussed a billing setting concern affecting the Montreal location. Specifically, the current setting causes Monday shifts split at 12 a.m. to be included in the incorrect week on the billing screen. I've attached a screenshot from ClearCare for your reference.



This setting introduces the risk of errors and missed billing for those 12 a.m. Monday shifts. I consulted with Lori Hernandez from Payroll, who confirmed that adjusting this setting will not impact payroll.

 

Before proceeding, I wanted to double-check: Do either of you have any concerns with updating this setting from ‘Yes’ to ‘No’? If there are no objections, I will proceed with requesting the update from ClearCare Support.

 

 

Thank you,

Kristy Poyner

Billing Manager

 <mailto:Kristy.Poyner@thekey.com> Kristy.Poyner@thekey.com 

 <https://homecareassistance.com/> 

 




 

-- 

Joey Taylor

Directeur Général/General Manager

514-907-5065

 <https://thekey.ca/> TheKey.ca  

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