Re: Mrs Buck, Montreal client

Good Morning Joey,

I have my Team Lead Alejandro looking into this, we will pull another 2023
YTD payment summary for Helen Buck and compare it to what she received
previously. Based on Rachel's email she is wanting the duplicate payments
notated that were made via Credit Card and E-Transfer.

We will report back once this has been resolved.

Thank you,

Lito Delapena
Help Desk Manager
* Please note my email has changed: *
lito.delapena@thekey.com
<https://brand.thekey.com/esg/lito.delapena@thekey.com>
619-722-8561 Ext. 190013
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Thu, Apr 18, 2024 at 6:35 AM Joey Taylor <joey.taylor@thekey.com> wrote:

> Hey Elizabeth,
>
> The tax slip the client is looking for is simply a summary invoice of all
> charges in 2023 as home care services are tax deductible in Canada.
>
> In regards to the error, we don't have access to Quick Books in Montreal
> so when a client is overcharged or double charged, we advise the billing
> team right away.
>
> Thanks,
>
> On Thu, Apr 18, 2024 at 8:44 AM <eclark@thekey.com> wrote:
>
>> HI Joey
>>
>>
>>
>> It looks like the Help Desk DL was copied, as well as some direct members
>> of our staff. I am looping in the leader, Lito, to review the request with
>> his team and make sure we identify where the client perceives there are
>> errors.
>>
>>
>>
>> Do you happen to know where they suspect there are errors?
>>
>>
>>
>> Also, it’s important to note we do not provide Health Care Services or
>> provide formal tax documents. Outside of our skilled nursing divisions like
>> CRNS and Expicare, or GCM, we’re not required to or designated to provide
>> Medical Records either (again being unskilled). I am not as familiar with
>> the laws in Canada but assume the same applies there. At the right time,
>> and moving forward, Clients should be aware of the difference if US & CAD
>> are the same in that respect.
>>
>>
>>
>>
>>
>> Elizabeth Clark
>>
>> Director
>>
>>
>>
>>
>>
>>
>>
>> *From:* Joey Taylor <joey.taylor@thekey.com>
>> *Sent:* Thursday, April 18, 2024 5:35 AM
>> *To:* Elizabeth Clark <eclark@thekey.com>; Laszlo Kovacs <
>> laszlo.kovacs@thekey.com>; Timothy Thomas <tt@thekey.com>
>> *Subject:* Fwd: Mrs Buck, Montreal client
>>
>>
>>
>> Good Morning,
>>
>>
>>
>> I am Cc’ing everyone in this email as a current tier 1 client needs
>> senior assistance with an issue.
>>
>>
>>
>> Hoping we can get this resolved asap
>>
>> *Joey Taylor*
>>
>> *Directeur Général/General Manager*
>>
>> 514-907-5065
>>
>> *TheKey.ca*   <https://thekey.ca/>
>>
>> [image: Image removed by sender. TheKey]
>>
>>
>>
>>
>>
>> ---------- Forwarded message ---------
>> From: *Maria Licoudis* <mlicoudis@thekey.com>
>> Date: Wed, Apr 17, 2024 at 10:19 PM
>> Subject: Re: Mrs Buck, Montreal client
>> To: Rachel Schwartz <Rachel@rcbcapital.com>, Joey Taylor <
>> joey.taylor@thekey.com>, Jose Morales <billing@thekey.com>, Stephanie
>> Fuston <stephanie.fuston@thekey.com>, <marc.atkinson@thekey.com>
>> CC: Maria Licoudis <mlicoudis@thekey.com>, Melissa Caltagirone <
>> mcaltagirone@thekey.com>
>>
>>
>>
>> Hello Rachel,
>>
>>
>>
>> I have included the billing department and also our manager Joey, one of
>> them will be able to help you from the billing department.
>>
>>
>>
>>
>>
>> To Billing,
>>
>>
>>
>> Please assist daughter Rachel re correcting the amounts. Thank you so
>> much.
>>
>>
>>
>> Best,
>>
>> Maria
>>
>>
>>
>>
>>
>>
>>
>> *Maria Licoudis RN*
>>
>> *Client Success Manager*
>>
>>
>>
>> 514-907-5065
>>
>>
>>
>> *TheKey.ca*   <https://thekey.ca/>
>>
>>
>>
>> [image: Image removed by sender. TheKey]
>>
>>
>>
>>
>>
>> On Apr 17, 2024, at 7:47 PM, Rachel Schwartz <Rachel@rcbcapital.com>
>> wrote:
>>
>> 
>>
>> Hi Maria and Melissa,
>>
>>
>>
>> I need your help, quickly. The mixup with overpayments last year, coupled
>> with an incorrect statement of fees for 2023 and no official receipt for
>> tax purposes has me dealing with a problem. I used the amount provide in
>> your annual statement on my mom’s taxes. That was incorrect and I must file
>> an amendment.
>>
>>
>>
>> Is there a senior bookkeeping person I can speak to quickly to make sure
>> I can resolve this? Thank you.
>>
>>
>>
>> Rachel Schwartz
>>
>> (514) 895-0881
>>
>>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>