This is a multipart message in MIME format. ------=_NextPart_000_0080_01D9B3EA.E86C6F80 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable All, =20 If we do not have a signed agreement and the customers POA/Financial = Advisor is requesting it, they could be gearing up to say they are not = paying anything. I believe that it is in our best interest to offer a = settlement amount quickly, something that is very attractive as we could = be looking at a large write off here. Thoughts? =20 Gerard =20 =20 From: Timothy Thomas =20 Sent: Tuesday, July 11, 2023 11:15 AM To: Ali Malik Cc: Laszlo Kovacs ; Elizabeth Clark = ; Gerard Draetta Subject: Re: Helen St Pierre** =20 Hi Ali, =20 I wish I had better news. When this client signed up we were told by the = HCL Amanda Ilines that the facility would be paying for the 1:1 service = and billing the client directly. We have a staffing contract with Park = Avenue Manor, the facility, and have serviced clients in this manner in = the past. In April, after chasing down the facility for payment, they = instructed us to send the invoices to Lisa the POA. I wasn't informed of = this change at the time and we did not request for a new consent = agreement to be signed. Services continued until your team advised me of = the outstanding balance in June.=20 =20 I gained access to Amanda Ilines emails and searched for any = communications that would prove Park Avenue Manor was responsible, but = unfortunately I couldn't find any.=20 =20 Let me know if you have any other questions, Tim =20 On Tue, Jul 11, 2023 at 10:48=E2=80=AFAM Ali Malik > wrote: Hey Tim, =20 I managed to negotiate with Lisa for Helen St Pierres balance. =20 She was saying 30k to settle the balance, which is ridiculous because = the total due is 94k. I told her by any means we cannot accept this at = all because that's less than half. She was saying that they are not = obligated to pay etc. I had let her know that she needs to go back to = the client's financial advisor and come up with a larger amount. I told = her I will try my best and get a good discount for her to settle the = account but it would not be anywhere near 30k.=20 =20 We can maybe at most offer a 30% discount. But she is saying in order = for her to try and get more, she needs the contract. How do we proceed, = I don't want to send anything until you have reviewed it because I know = the facility was also involved. =20 Please if you can work with the ops team to see what contract we can = send, that would be great.=20 =20 I just need a contract. I will provide everything else. =20 thank you, =20 =20 ---------- Forwarded message --------- From: Lisa Quesnelle > Date: Tue, Jul 11, 2023 at 5:06=E2=80=AFAM Subject: Re: Helen St Pierre** To: Ali Malik > Cc: Gerard Draetta > =20 Hi Ali, =20 I spoke to Helene's financial advisor to request more money to pay this = bill and he said he was concerned that this was a legitimate expense for = Helene and says he will not release any funds without first seeing all = the paperwork (I have provided him with the outstanding bill). =20 He requested to see the contract setting this out the cost, hours, = interest, etc. before he will release any money. As I am only the power = of attorney and not a joint account holder, I must account for all = expenses and he is responsible for their accuracy. =20 =20 Lisa _____ =20 From: Ali Malik > Sent: Monday, July 10, 2023 12:01 PM To: Lisa Quesnelle > Cc: Gerard Draetta > Subject: Helen St Pierre**=20 =20 Hi Lisa,=20 =20 Following up in regards to our phone conversation, have you spoken to = the financial advisor again based on what we spoke about? =20 We need to figure out a plan going forward and as mentioned, management = is not adamant on settling with the 30k you proposed given that the = balance is at 96k.=20 =20 I told you I would try my best and get a discount for balance due, but = you will need to talk to the financial advisor and get back to me on = plan. =20 Thank you, =20 --=20 Ali Malik=20 Manager - Financial Operations=20 =20 =20 --=20 Ali Malik Manager - Financial Operations=20 =20 =20 --=20 Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 ------=_NextPart_000_0080_01D9B3EA.E86C6F80 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} All, If we do not = have a signed agreement and the customers POA/Financial Advisor is = requesting it, they could be gearing up to say they are not paying = anything. I believe that it is in our best interest to offer a = settlement amount quickly, something that is very attractive as we could = be looking at a large write off here. Thoughts? Gerard From: Timothy Thomas = <tt@thekey.com> Sent: Tuesday, July 11, 2023 11:15 = AM To: