--000000000000712c6306090834ca Content-Type: multipart/alternative; boundary="000000000000712c6106090834c9" --000000000000712c6106090834c9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Allison Brennan *Client Success Manager* *Office: 519-954-2111* *Direct Line: 437-216-2865* *Fax: 519-489-1370* TheKey.ca [image: TheKey] ---------- Forwarded message --------- From: Date: Thu, Oct 26, 2023 at 4:07=E2=80=AFPM Subject: RE: Howlett, Fred and Joyce - Waterloo Invoices To: Vashon Palloo , Allison Brennan Cc: TheKey Billing , Cheryl Cartwright , Michelle Kenaga , Lisa Barker , Sumira Suthesan Hi Everyone, Circling back on our meeting this afternoon. As discussed, please see the amounts incorrectly processed to this client=E2=80=99s private pay bank acc= ount. The correct amount to process to the government account Acct 2123 *and* refund the client is $3,420. Thanks, *Kristy Poyner* Billing Manager Kristy.Poyner@thekey.com [image: TheKey] *From:* Sumira Suthesan *Sent:* Wednesday, October 25, 2023 4:03 PM *To:* Allison Brennan *Cc:* Vashon Palloo ; Kristy Poyner ; TheKey Billing *Subject:* Re: Howlett, Fred and Joyce - Waterloo Invoices Thank you Allison *Sumira Suthesan* Accounts Receivable Specialist T: 438-230-3887 ext.1070006 www.TheKey.com [image: Image removed by sender. TheKey] On Wed, Oct 25, 2023 at 4:54=E2=80=AFPM Allison Brennan wrote: Yes all of those invoices are all correct they match CC perfectly for the right dates and times and CGs assigned. The money itself has to be coming out of the wrong accounts. SDC comes out of the TD accounts Private pay comes out of the Meridian account But the invoices themselves are correct at match up with CC and yes the shifts are in the right place The Money to pay these invoices MUST be coming out of the wrong accounts and as the Invoices do not state which account the money has been withdrawn from, I cant confirm whether you are taking the right invoice out of the right account *Allison Brennan* *Client Success Manager* *Office: 519-954-2111* *Direct Line: 437-216-2865* *Fax: 519-489-1370* *TheKey.ca* [image: Image removed by sender. TheKey] On Wed, Oct 25, 2023 at 4:45=E2=80=AFPM Sumira Suthesan wrote: Hi Allison, According to the email you send, are you saying that the first 91 hours of the month should be charged to Howlett's SDC account and the remainder to the family account? I bill based on the bookings in clearcare, are the bookings placed in the correct clearcare account? Please see attached invoices for the month of September and October 2023 Thanks, *Sumira Suthesan* Accounts Receivable Specialist T: 438-230-3887 ext.1070006 www.TheKey.com [image: Image removed by sender. TheKey] On Wed, Oct 25, 2023 at 4:06=E2=80=AFPM Sumira Suthesan wrote: Hi Vashon, Please set up a meeting so we can rectify this issue. Should the care manager also be in the meeting since they input the bookings into clearcare? Thanks, *Sumira Suthesan* Accounts Receivable Specialist T: 438-230-3887 ext.1070006 www.TheKey.com [image: Image removed by sender. TheKey] On Wed, Oct 25, 2023 at 3:56=E2=80=AFPM Vashon Palloo wrote: Hi Sumira, When you get a minute, let's discuss this client and get them back on track. On Wed, Oct 25, 2023 at 3:50=E2=80=AFPM Mike Nero wrote: Hi Vashon, it looks like The Key have processed the last 2 payments to the wrong account, I am not sure why. The invoices should be taken from the TD account (again attached). Once we reach the 91 hours monthly that are funded by the SDC Program, we then pay through the Meridian Account. The Meridian account the payments were taken from was - 000612795549 This can't happen, we may have lost close to $2000 in funding due to this mistake. The program is very particular with their funding, that is why this account was set up and I cannot transfer funds from this account to cover the other account, only bills can be paid directly, this is very disappointing. I confirmed this TD account up front and the payments should be going there= . Please confirm this is corrected and the TD account will be used. Regards, Mike Nero Business Consultant Melero Consulting Tel: 519-831-8063 On Wed, Oct 25, 2023 at 2:20=E2=80=AFPM Vashon Palloo wrote: Hi Mike, Just making sure I don't do the wrong thing here. Am I processing payment for both invoices using the same account? --=20 *Vashon Palloo* Senior Accounts Receivable Specialist vashon.palloo@thekey.com [image: Image removed by sender. TheKey] --=20 *Vashon Palloo* Senior Accounts Receivable Specialist vashon.palloo@thekey.com [image: Image removed by sender. TheKey] --000000000000712c6106090834c9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Allison Brennan = Client Success Manager Office: 519-954-2111 D= irect Line: 437-216-2865 Fax: 519-489-1370 TheKey.ca =C2=A0=C2=A0 ---------- Forwarded message -= -------- From: < kristy.poyner@thekey.com > Date: Thu, Oct 26, 202= 3 at 4:07=E2=80=AFPM Subject: RE: Howlett, Fr