RE: CAD Email #1 Communication - 04/19/2024

Hi Tim-

*  If there is a “Payer” contact marked in ClearCare, this is the email invoices and statements will be sent to. This contact flows from Clearcare to Versapay nightly through an integration so you can change it daily, and it will flow automatically. 

o If the “Payer” has no email, but has an address listed, we will mail invoices/statements to that address.



*  If there is no “Payer” on file, invoices and statements will be sent to the Email listed in the Customer Profile. When there is no payer, this contact flows from Clearcare to Versapay nightly through an integration so you can change it daily, and it will flow automatically.

o If the Customer has no email, but has an address listed, we will mail invoices/statements.



If additional contacts should receive invoices, check the “Email Invoices” box in the Contact record for that respective contact.

*	Email Invoice Contacts are added once, when the client is newly activated. 

*	If you add/adjust those after the start of care, email Billing@TheKey.com <mailto:Billing@TheKey.com>  to notify us so we can add those for you later in the client lifecycle.

*	NO other contacts will be added to Versapay unless the team reaches out to the Help Desk. 



 

Kind regards-

 

Elizabeth Clark 

Director

CI & Transformation

Long Term Care Insurance Onboarding

Collections

Billing Help Desk

 

TheKey

Office|Cell : 619-822-4855

 <mailto:eclark@thekey.com> eclark@thekey.com 

 

 <https://www.thekey.com/> TheKey.com

 

 <https://homecareassistance.com/> 

 






 

 

 

 

From: Alyson Rohane <alyson.rohane@thekey.com> 
Sent: Thursday, May 2, 2024 7:18 AM
To: Timothy Thomas <tt@thekey.com>
Cc: Lito Delapena <lito.delapena@thekey.com>; eclark@thekey.com; Joey Taylor <joey.taylor@thekey.com>; Laszlo Kovacs <laszlo.kovacs@thekey.com>; gerard.draetta@thekey.com
Subject: Re: CAD Email #1 Communication - 04/19/2024

 

Yes, we can add them as additional email recipients to receive the invoices in Versapay. 





On May 2, 2024, at 6:29 AM, Timothy Thomas <tt@thekey.com> wrote:



Joey, please email each account individually. Let them know we need 1 primary email address for access to our Versapay portal and which account we should use. 

 

@Alyson Rohane <mailto:alyson.rohane@thekey.com>  once set up, the other accounts will receive the invoice as well, correct?

 

On Wed, May 1, 2024 at 7:58 PM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Hey, @Joey Taylor <mailto:joey.taylor@thekey.com>  and @Timothy Thomas <mailto:tt@thekey.com>  can you please confirm the primary contact for each customer? 

 

Hi, @Lito Delapena <mailto:lito.delapena@thekey.com>  can you please confirm when you have sent out the remaining emails to Montreal? 

 

1. Chateau Sur Le Lac Residence: 
 <mailto:info@chateausurlelac.com> info@chateausurlelac.com
 <mailto:nurses@chateausurlelac.com> nurses@chateausurlelac.com
 <mailto:dsi@chateausurlelac.com> dsi@chateausurlelac.com
2. Erna Medeke:

 <mailto:judyg@rogers.com> judyg@rogers.com
 <mailto:jackie22gal@gmail.com> jackie22gal@gmail.com
3. Residence Lumia:
 <mailto:jsantiago@cogir.net> jsantiago@cogir.net
 <mailto:ssivaraman@cogir.net> ssivaraman@cogir.net
 <mailto:blarose@cogir.net> blarose@cogir.net
 <mailto:mfbrasseur@cogir.net> mfbrasseur@cogir.net
 <mailto:jnmianziula@cogir.net> jnmianziula@cogir.net

 

8. Maxwell Residence:
 <mailto:farzad@maxwellresidence.com> farzad@maxwellresidence.com
 <mailto:marlene@maxwellresidence.com> marlene@maxwellresidence.com

9. Residence Chateau Pierrefonds

 <mailto:info@chateaupierrefonds.com> info@chateaupierrefonds.com
 <mailto:lise@chateaupierrefonds.com> lise@chateaupierrefonds.com

10. Helen Buck

 <mailto:rachel@schwartz.ca> rachel@schwartz.ca

 <mailto:nancy.buck@me.com> nancy.buck@me.com

11. Helen Eliadis

 <https://montreal.clearcareonline.ca/profile/resubscribe-dialog/100023608453/email/> peliadis@videotron.ca


 <mailto:constantine_eliadis@protonmail.com> constantine_eliadis@protonmail.com


 <mailto:H.eliadis@videotron.ca> H.eliadis@videotron.ca

 

On Wed, May 1, 2024 at 9:06 AM Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> > wrote:

HI Liz,


You may have responded to a different thread, but we need to know who the primary contact is for each of the remaining clients for Montreal. We can definitely add the additional contacts once the initial go live email has been sent.

 

@Timothy Thomas <mailto:tt@thekey.com>   Can you assist with these please?

 

1. Chateau Sur Le Lac Residence: 
 <mailto:info@chateausurlelac.com> info@chateausurlelac.com
 <mailto:nurses@chateausurlelac.com> nurses@chateausurlelac.com
 <mailto:dsi@chateausurlelac.com> dsi@chateausurlelac.com
2. Erna Medeke:

 <mailto:judyg@rogers.com> judyg@rogers.com
 <mailto:jackie22gal@gmail.com> jackie22gal@gmail.com
3. Residence Lumia:
 <mailto:jsantiago@cogir.net> jsantiago@cogir.net
 <mailto:ssivaraman@cogir.net> ssivaraman@cogir.net
 <mailto:blarose@cogir.net> blarose@cogir.net
 <mailto:mfbrasseur@cogir.net> mfbrasseur@cogir.net
 <mailto:jnmianziula@cogir.net> jnmianziula@cogir.net

 

8. Maxwell Residence:
 <mailto:farzad@maxwellresidence.com> farzad@maxwellresidence.com
 <mailto:marlene@maxwellresidence.com> marlene@maxwellresidence.com

9. Residence Chateau Pierrefonds

 <mailto:info@chateaupierrefonds.com> info@chateaupierrefonds.com
 <mailto:lise@chateaupierrefonds.com> lise@chateaupierrefonds.com

10. Helen Buck

 <mailto:rachel@schwartz.ca> rachel@schwartz.ca

 <mailto:nancy.buck@me.com> nancy.buck@me.com

11. Helen Eliadis

 <https://montreal.clearcareonline.ca/profile/resubscribe-dialog/100023608453/email/> peliadis@videotron.ca


 <mailto:constantine_eliadis@protonmail.com> constantine_eliadis@protonmail.com


 <mailto:H.eliadis@videotron.ca> H.eliadis@videotron.ca



 

 

Thank you,

 

 


Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> 

 

 

On Wed, May 1, 2024 at 8:18 AM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Please disregard, we will take care of this internally.

 

From: Joey Taylor < <mailto:joey.taylor@thekey.com> joey.taylor@thekey.com> 
Sent: Wednesday, May 1, 2024 8:17 AM
To: Lito Delapena < <mailto:lito.delapena@thekey.com> lito.delapena@thekey.com>
Cc: Timothy Thomas < <mailto:tt@thekey.com> tt@thekey.com>; Alyson Rohane < <mailto:alyson.rohane@thekey.com> alyson.rohane@thekey.com>;  <mailto:eclark@thekey.com> eclark@thekey.com; Laszlo Kovacs < <mailto:laszlo.kovacs@thekey.com> laszlo.kovacs@thekey.com>
Subject: Re: CAD Email #1 Communication - 04/19/2024

 

Hey Lito,

@Timothy Thomas <mailto:tt@thekey.com>  Can you confirm this? I don't have access to QB so I am not sure who the current payers are for each account.
Since they are all existing accounts, I think it would be best to use designate the accounts who are currently paying as the primary.

Thanks, 

 

On Wed, May 1, 2024 at 10:46 AM Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> > wrote:

HI Joey,


Thank you so much for providing the missing information!

 

 Is it safe to assume the first email address for each contact would be the main point of contact and set as the payer in Clear Care and the remaining emails are additional contacts that would also need to be added to versapay for a line of sight to the invoicing?


1. Chateau Sur Le Lac Residence: 
 <mailto:info@chateausurlelac.com> info@chateausurlelac.com
 <mailto:nurses@chateausurlelac.com> nurses@chateausurlelac.com
 <mailto:dsi@chateausurlelac.com> dsi@chateausurlelac.com
2. Erna Medeke:

 <mailto:judyg@rogers.com> judyg@rogers.com
 <mailto:jackie22gal@gmail.com> jackie22gal@gmail.com
3. Residence Lumia:
 <mailto:jsantiago@cogir.net> jsantiago@cogir.net
 <mailto:ssivaraman@cogir.net> ssivaraman@cogir.net
 <mailto:blarose@cogir.net> blarose@cogir.net
 <mailto:mfbrasseur@cogir.net> mfbrasseur@cogir.net
 <mailto:jnmianziula@cogir.net> jnmianziula@cogir.net
4. Orientation Schedule:
This is not a client. No communication needed.

5. Eva Kertezs:
 <https://montreal.clearcareonline.ca/profile/resubscribe-dialog/23581034/email/> beatrice.kertesz@gmail.com
6. Guiseppa Sanalitro:
 <mailto:jsanalitro@ville.kirkland.qc.ca> jsanalitro@ville.kirkland.qc.ca
7. Alva Grigioni:
 <mailto:ester.bucci@hotmail.com> ester.bucci@hotmail.com

8. Maxwell Residence:
 <mailto:farzad@maxwellresidence.com> farzad@maxwellresidence.com
 <mailto:marlene@maxwellresidence.com> marlene@maxwellresidence.com

9. Residence Chateau Pierrefonds

 <mailto:info@chateaupierrefonds.com> info@chateaupierrefonds.com
 <mailto:lise@chateaupierrefonds.com> lise@chateaupierrefonds.com

10. Helen Buck

 <mailto:rachel@schwartz.ca> rachel@schwartz.ca

 <mailto:nancy.buck@me.com> nancy.buck@me.com

11. Helen Eliadis

 <https://montreal.clearcareonline.ca/profile/resubscribe-dialog/100023608453/email/> peliadis@videotron.ca


 <mailto:constantine_eliadis@protonmail.com> constantine_eliadis@protonmail.com


 <mailto:H.eliadis@videotron.ca> H.eliadis@videotron.ca

12. Ode Garfinkle

 <https://montreal.clearcareonline.ca/activity/send-email/> chanamark@gmail.com





Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> <~WRD0003.jpg>

 

 

 

On Wed, May 1, 2024 at 6:32 AM Joey Taylor <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> > wrote:

Good Morning,
Here are the missing emails for Montreal. Sorry for the delay. 

 

1. Chateau Sur Le Lac Residence: 
 <mailto:info@chateausurlelac.com> info@chateausurlelac.com
 <mailto:nurses@chateausurlelac.com> nurses@chateausurlelac.com 
 <mailto:dsi@chateausurlelac.com> dsi@chateausurlelac.com
2. Erna Medeke:

 <mailto:judyg@rogers.com> judyg@rogers.com
 <mailto:jackie22gal@gmail.com> jackie22gal@gmail.com
3. Residence Lumia:
 <mailto:jsantiago@cogir.net> jsantiago@cogir.net
 <mailto:ssivaraman@cogir.net> ssivaraman@cogir.net
 <mailto:blarose@cogir.net> blarose@cogir.net
 <mailto:mfbrasseur@cogir.net> mfbrasseur@cogir.net
 <mailto:jnmianziula@cogir.net> jnmianziula@cogir.net
4. Orientation Schedule:
This is not a client. No communication needed.

5. Eva Kertezs:
 <https://montreal.clearcareonline.ca/profile/resubscribe-dialog/23581034/email/> beatrice.kertesz@gmail.com
6. Guiseppa Sanalitro:
 <mailto:jsanalitro@ville.kirkland.qc.ca> jsanalitro@ville.kirkland.qc.ca
7. Alva Grigioni:
 <mailto:ester.bucci@hotmail.com> ester.bucci@hotmail.com

8. Maxwell Residence:
 <mailto:farzad@maxwellresidence.com> farzad@maxwellresidence.com
 <mailto:marlene@maxwellresidence.com> marlene@maxwellresidence.com

9. Residence Chateau Pierrefonds

 <mailto:info@chateaupierrefonds.com> info@chateaupierrefonds.com
 <mailto:lise@chateaupierrefonds.com> lise@chateaupierrefonds.com

10. Helen Buck

 <mailto:rachel@schwartz.ca> rachel@schwartz.ca

 <mailto:nancy.buck@me.com> nancy.buck@me.com

11. Helen Eliadis

 <https://montreal.clearcareonline.ca/profile/resubscribe-dialog/100023608453/email/> peliadis@videotron.ca


 <mailto:constantine_eliadis@protonmail.com> constantine_eliadis@protonmail.com


 <mailto:H.eliadis@videotron.ca> H.eliadis@videotron.ca

12. Ode Garfinkle

 <https://montreal.clearcareonline.ca/activity/send-email/> chanamark@gmail.com

 

On Wed, May 1, 2024 at 9:13 AM Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > wrote:

 @Joey Taylor <mailto:joey.taylor@thekey.com>  Please take care of this right away.

 

Thanks

 

On Tue, Apr 30, 2024 at 6:24 PM Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> > wrote:

HI All,

 

Completed another round of Montreal go live emails we are now only missing 12 more emails addresses for this step to be complete

 

@Timothy Thomas <mailto:tt@thekey.com>   Can i escalate this to you please, attached are the remaining 12 clients we need email addresses for. 


Thank you,

 


Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> <~WRD0003.jpg>

 

 

 

On Tue, Apr 30, 2024 at 11:58 AM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Sorry, that was sent before I was ready! The link to the language preference file is below. I just followed up to the other thread for Joey to confirm the missing email addresses as soon as possible. 

 

https://docs.google.com/spreadsheets/d/1oHOEGLvY1Q1AvuX8ALXlOABKpqqTSAbm/edit#gid=669459671

 

On Tue, Apr 30, 2024 at 11:56 AM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Hey, Lito - 

 

Here is the link to the language preference for the remaining Montreal customers. Can you please send out the communication?

 

On Mon, Apr 29, 2024 at 4:00 PM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Thank you so much for the update, Lito! 

 

Joey should be providing the language and missing emails for the remaining customers. Once he sends that over, we can confirm it matches and go from there! 

 

On Mon, Apr 29, 2024 at 3:38 PM Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> > wrote:

Thank you Alyson!

 

I have replicated what i did for Vancouver for the remaining  Waterloo clients, a lone email was sent to makress@regionofwaterloo.ca <mailto:makress@regionofwaterloo.ca> .

 

Montreal go live emails have also been sent per the breakdown of Language preference below:

 

Montreal English- 38 clients

Montreal French- 11 Clients

 

41 Montréal clients remaining to be notified as there were no language preferences provided. 


Attached is an updated copy of all clients who have been notified, please let me know if you have any questions

 

Thank you





Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> <~WRD0003.jpg>

 

 

 

On Mon, Apr 29, 2024 at 10:21 AM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Good morning, Lito - 

 

Waterloo is ready to send the email communication to. The email for the 50 customers missing is makress@regionofwaterloo.ca <mailto:makress@regionofwaterloo.ca> . This account doesn't want to have individual emails for all invoices so we are not having it updated in the system. Can you please replicate the process you did for Vancouver by sending one email to that address with the list of all impacted customers?

 

As for Montreal, Joey is working on the updated client language preference list. If you are able to reference the previous one sent in December against the clients who have an email address, we can send those out today too. Any that are missing or new since December, we can hold off until Joey gets back to us tomorrow. 

 

Please let me know if you have any questions! 

 

On Mon, Apr 29, 2024 at 5:31 AM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Thank you, Lito!

 

From: Lito Delapena < <mailto:lito.delapena@thekey.com> lito.delapena@thekey.com> 
Sent: Friday, April 26, 2024 11:52 AM
To: Alyson Rohane < <mailto:alyson.rohane@thekey.com> alyson.rohane@thekey.com>
Cc: Elizabeth Clark < <mailto:eclark@thekey.com> eclark@thekey.com>; Timothy Thomas < <mailto:tt@thekey.com> tt@thekey.com>; Laszlo Kovacs < <mailto:laszlo.kovacs@thekey.com> laszlo.kovacs@thekey.com>
Subject: Re: CAD Email #1 Communication - 04/19/2024

 

HI Team,

The first round of Go-Live emails for Vancouver have been sent out.

Thank you,





Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> <~WRD0003.jpg>

 

 

 

On Fri, Apr 26, 2024 at 9:27 AM Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> > wrote:

HI Alyson,


Thank you so much for sending this over, i will confirm once communication has been sent out


Thank you,





Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> <~WRD0003.jpg>

 

 

 

On Fri, Apr 26, 2024 at 8:59 AM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Good morning, Lito - 

 

Vancouver customers are ready to send the first email communication. Can you please confirm once these have been completed?

 

I have attached the list as of today. 

 

On Fri, Apr 19, 2024 at 4:31 PM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Hey, Lito - 

 

I have a quick update for you; We are waiting on the Local Office to complete their task (cleaning up duplicate records in ClearCare). This is resulting in us delaying the customer integration until this is completed. Once the customers are integrated to Netsuite, I will send over the list of customers, locations and their email addresses. 

 

Have a great weekend! 

 

 

On Thu, Apr 18, 2024 at 10:15 AM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:

Thanks for the update, Lito! I am going to be connecting with Frank to turn on the customer integration so we can pull this list for you and the local office teams to validate and reference.

 

Once this is completed, I will circle back on this thread. 

 

--

Alyson Rohane

Senior Continuous Improvement Analyst 

alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> 

<~WRD0003.jpg>

 

On Thu, Apr 18, 2024 at 9:12 AM Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> > wrote:

HI Alyson,

 

Thank you so much for sending these over, met with Elizabeth and she CC'd you on an email to Frank and team regarding a download of the client contact details. HD will need this information so we can complete the email blast to the clients.

 

Thank you,

 


Lito Delapena 


Help Desk Manager


Please note my email has changed: 


 <https://brand.thekey.com/esg/lito.delapena@thekey.com> lito.delapena@thekey.com 


619-722-8561 Ext. 190013 

	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> <~WRD0003.jpg>

 

 

 

On Thu, Apr 18, 2024 at 7:17 AM Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> > wrote:



Good morning, Lito - 

 

With the Canada Go-Live to Netsuite/Versapay project kicking off in the next month, our team is working to prepare our systems and clients for a seamless transition. 

 

The next task is to provide our customers under the 5 Canada locations with an update that we will be switching into Versapay soon. These emails have been revised due to the change in the go-live date. 

 

Below are the locations and the corresponding template. Can you please have your team send these to all customers under the 5 locations by EOB Friday, April 19th? After all emails have been sent, you can follow up with this thread providing an update. 

 

I have also attached the list provided by Joey with the customer's language preferences for Montreal. Please have your team reference this when sending the Montreal email. There is a chance that customers are no longer active or new ones have been added as this was put together back in December. 

 

Don't hesitate to reach out with any questions or concerns with the task! 

 

Montreal (English): https://docs.google.com/document/d/16FXEG5rx-ttPHpOtBqtY7C7gfJ6ukAvkFuEfzp7I2WY/edit

Montreal (French): https://docs.google.com/document/d/10eKj-V0-EBq-yX767TFnFYSeLl_EZ3PE/edit

Montreal Language List: https://docs.google.com/spreadsheets/d/1nLPNl2wrZ9T-NSuiTATDjD_hKo61P2NApTnEgssZMzE/edit#gid=0

Winnipeg: https://docs.google.com/document/d/1GstkFgXy45FO0pbLBCbPhE_6D6yzN5uHdYDn_qTZ_TY/edit

Oakville, Waterloo and Vancouver: https://docs.google.com/document/d/1XI36edxo9iB8yd5A3FJQCqkPJi-AMyG-5-vjxCG1yds/edit

 

Kindly -- 

Alyson Rohane

Senior Continuous Improvement Analyst 

 <mailto:alyson.rohane@thekey.com> alyson.rohane@thekey.com

<~WRD0003.jpg>




 

 




 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

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


 <https://www.thekey.com/> <~WRD0003.jpg>

 




 

-- 

Joey Taylor

Directeur Général/General Manager

514-907-5065

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

<~WRD0003.jpg>




 

-- 

Joey Taylor

Directeur Général/General Manager

514-907-5065

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

<~WRD0003.jpg>




 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

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


 <https://www.thekey.com/>