Re: A few things

Hi Dominique,

*For Sarfi:* I have sent him the PDF format of a full account statement
which shows the company name and precise breakdown. I've explained to him
that this is what we provide all our clients and should be
sufficient enough for tax purposes. I will attached the statement here for
reference/

*For Tarantino:* I will be sending the account statement tomorrow morning
when I get access to QB .

*For Rochon:* I've sent them a breakdown of what they need to pay, they had
a pretty significant balance owed. I proposed PAD because it's the easiest
method for the client as well because they don't need to constantly drop
off cheques. The client receives weekly invoices but will most likely still
call us when he is available to drop of cheques to see the balance
owed. @Timothy
Thomas <tt@thekey.com> How do you want to proceed with this case? Do we
leave it as is or should we insist on transitioning to a different payment
method?

thank you,

On Mon, Feb 13, 2023 at 12:44 PM Dominique Jacobs <djacobs@thekey.com>
wrote:

> Good afternoon all,
>
>
> *Client Tarantino: *I just received a call from Franca Tarantino saying
> that she had requested a receipt for tax purposes and never received it.
>
>
> *Client Sarfi (Harrison): *Robert Sarfi had requested a tax receipt as
> well and the same Excel Spreadsheet was sent to him that was sent to the
> 24hr client Hirsch.
>
>
> Can Cheryl or Ali let me know if a new one was sent to him in an
> appropriate format? The Excel Spreadsheets (or Google sheets) do not have
> the company logo on them, they are simply just sheets with amounts, dates
> and total. I do not think we should be asking them to go back and look at
> all invoices that they have received throughout the year or to take
> screenshots of an e-signature to send to their accountant. I do not think
> this is professional, please let me know if I am wrong.
>
>
> *Client Rochon:* He does not want to pay PAD. He is confused and
> unfortunately this is an ongoing process of following up for the amount.
> Tim, if you like we can either stop services or continue to call him
> weekly. I do not think collections lie with the Care Managers, this is a
> billing issue or perhaps something Cheryl that you can reach out to them
> about again? He dropped a check today and will continue to do so going
> forward but they may require follow up. It puts Client Success Managers
> in a difficult position if we are asked to “collect”/ follow up on
> payments.
>
>
> Thanks so much,
>
> Dom
>
>
>
> Dominique Jacobs <https://twitter.com/hcamontreal>
> <https://www.facebook.com/HCAGreaterMTL>
> <https://www.linkedin.com/company/home-care-assistance-montreal-soins-%C3%A0-domicile-/?miniCompanyUrn=urn%3Ali%3Afs_miniCompany%3A9227717&lipi=urn%3Ali%3Apage%3Ad_flagship3_company%3Bv05GHRhFSQKptnSSB677Pg%3D%3D&licu=urn%3Ali%3Acontrol%3Ad_flagship3_company-actor_container&lici=%2FlYOfmoyrq2A42y8ntKNeQ%3D%3D>
>
> *Client Care Manager/Licensed Practical Nurse*
>
> *Gestionnaire des soins/**Infirmière auxiliaire*
>
> Tel: 514.907.5065 |  Fax: 514.221.4265
>
> djacobs@homecareassistance.com | Homecareassistancemontreal.ca
> <https://www.homecareassistancemontreal.ca/>
>

*Ali Malik*
Manager - Financial Operations