Thank you for the clarification. Completed.
On Wed, Aug 24, 2022 at 10:37 AM Ali Malik <ali.malik@thekey.com> wrote:
> Hey Taneshia,
>
> "send receipt copy" is only for when we mark the invoices paid and email
> the receipt. All of our PAD clients that have an email associated with the
> payor receive invoices on a weekly basis right when we invoice.
>
> What you can do is put a fake email under the payor and default payor,
> they will not receive them going forward then.
>
> thank you,
>
> On Wed, Aug 24, 2022 at 10:21 AM Taneshia Persaud <
> taneshia.persaud@thekey.com> wrote:
>
>> Hello Ali,
>>
>> She does not want any billing info sent via email. Under the billing
>> section in the MC portal, under "Send receipt copy to" her email had been
>> previously removed, so I am not sure how she is still receiving emails.
>>
>> If there is somewhere else I need to remove her email, please advise.
>>
>> Taneshia
>>
>> On Wed, Aug 24, 2022 at 10:17 AM Ali Malik <ali.malik@thekey.com> wrote:
>>
>>> Hey Taneshia,
>>>
>>> We had discussed that invoices are going to be sent on a monthly basis,
>>> so the client should expect to receive mailed invoices after month end. If
>>> the client also does not want to receive automatic weekly emails, please
>>> remove the email from their profile. Or alternatively you can let the
>>> client know to ignore those emails as we will be sending the invoices by
>>> mail at month end.
>>>
>>>
>>> thank you,
>>>
>>> On Wed, Aug 24, 2022 at 7:26 AM Taneshia Persaud <
>>> taneshia.persaud@thekey.com> wrote:
>>>
>>>> Good morning all,
>>>>
>>>> I just wanted to confirm if the paper billing has started? The client
>>>> is now threatening to cancel service because she has received email
>>>> invoices in the past two weeks. Would you please be able to look into this
>>>> asap?
>>>>
>>>> With thanks,
>>>>
>>>> Taneshia
>>>>
>>>> On Mon, Aug 8, 2022 at 3:42 PM Ali Malik <ali.malik@thekey.com> wrote:
>>>>
>>>>> No problem, we will mail out on a monthly basis
>>>>>
>>>>> On Mon, Aug 8, 2022 at 3:37 PM Taneshia Persaud <
>>>>> taneshia.persaud@thekey.com> wrote:
>>>>>
>>>>>> Yes, monthly is fine with her.
>>>>>>
>>>>>> She also mentioned that she did not receive the account statement for
>>>>>> income tax purposes for 2021, if you can also send that with the next
>>>>>> invoice that would be great.
>>>>>>
>>>>>> Thanks very much, Ali. I appreciate it.
>>>>>>
>>>>>> On Mon, Aug 8, 2022 at 2:44 PM Ali Malik <ali.malik@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Okay thanks, I see we charge them automatically through PAD.
>>>>>>>
>>>>>>> What we can do is send invoices on a month end basis?
>>>>>>>
>>>>>>> Please let me know if this works for them.
>>>>>>>
>>>>>>> thank you,
>>>>>>>
>>>>>>> On Mon, Aug 8, 2022 at 2:42 PM Taneshia Persaud <
>>>>>>> taneshia.persaud@thekey.com> wrote:
>>>>>>>
>>>>>>>> Karen Evanshen
>>>>>>>>
>>>>>>>> On Mon, Aug 8, 2022 at 2:39 PM Ali Malik <ali.malik@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hey Taneshia,
>>>>>>>>>
>>>>>>>>> Whats the client name?
>>>>>>>>>
>>>>>>>>> thanks
>>>>>>>>>
>>>>>>>>> On Mon, Aug 8, 2022 at 2:05 PM Taneshia Persaud <
>>>>>>>>> taneshia.persaud@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> It should be in the billing section in the portal. Not sure off
>>>>>>>>>> the top of my head.
>>>>>>>>>>
>>>>>>>>>> On Mon, Aug 8, 2022 at 2:00 PM Ali Malik <ali.malik@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hey Taneshia,
>>>>>>>>>>>
>>>>>>>>>>> How is the client paying their invoices? If we are charging them
>>>>>>>>>>> automatically, I can make an exception to send invoices on monthly basis
>>>>>>>>>>> and or account statements?
>>>>>>>>>>>
>>>>>>>>>>> Please let me know if this works.
>>>>>>>>>>>
>>>>>>>>>>> thank you,
>>>>>>>>>>>
>>>>>>>>>>> On Mon, Aug 8, 2022 at 12:57 PM Sandra Daoust <
>>>>>>>>>>> sdaoust@homecareassistance.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Hi Taneshia.
>>>>>>>>>>>> Hope you are doing well. Looping Ali in on this. Can we make an
>>>>>>>>>>>> exception for this client, Ali?
>>>>>>>>>>>> Thanks
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Sandra Daoust <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>
>>>>>>>>>>>>
>>>>>>>>>>>> *Finance Manager - Canada*
>>>>>>>>>>>>
>>>>>>>>>>>> Tel: 514.907.5065 | Fax: 514.221.4265
>>>>>>>>>>>>
>>>>>>>>>>>> sdaoust@homecareassistance.com | Homecareassistancemontreal.ca
>>>>>>>>>>>> <https://www.homecareassistancemontreal.ca/>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Mon, Aug 8, 2022 at 12:18 PM Taneshia Persaud <
>>>>>>>>>>>> taneshia.persaud@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Good afternoon Sandra,
>>>>>>>>>>>>>
>>>>>>>>>>>>> Hope you are well and had a great weekend.
>>>>>>>>>>>>>
>>>>>>>>>>>>> Is there some way we can make an exception for this client's
>>>>>>>>>>>>> request? She is her own care lead and does not use email, and has been
>>>>>>>>>>>>> requesting mailed invoices since the merger. Please advise.
>>>>>>>>>>>>>
>>>>>>>>>>>>> With thanks,
>>>>>>>>>>>>>
>>>>>>>>>>>>> Taneshia
>>>>>>>>>>>>>
>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>> From: <VirtualOfficeVoiceMails@8x8.com>
>>>>>>>>>>>>> Date: Tue, Aug 2, 2022 at 11:09 AM
>>>>>>>>>>>>> Subject: VM from 16474840632 [TORONTO ON] to Ext. 2390002 on
>>>>>>>>>>>>> 8/2/22 12:08 PM for 49 sec
>>>>>>>>>>>>> To: <taneshia.persaud@thekey.com>
>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>> [image: 8x8 Inc.]
>>>>>>>>>>>>>
>>>>>>>>>>>>> *Hello Taneshia Persaud,*
>>>>>>>>>>>>>
>>>>>>>>>>>>> Your Virtual Office Extension 2390002 has a new voicemail.
>>>>>>>>>>>>> ------------------------------
>>>>>>>>>>>>> New voicemail details:
>>>>>>>>>>>>> *Received from:*
>>>>>>>>>>>>> 1-647-484-0632 [image: Call This Number] TORONTO ON
>>>>>>>>>>>>>
>>>>>>>>>>>>> *Date/Time:*
>>>>>>>>>>>>> Tuesday, August 2, 2022 12:08:35 PM
>>>>>>>>>>>>>
>>>>>>>>>>>>> *Duration:*
>>>>>>>>>>>>> 49 Seconds
>>>>>>>>>>>>>
>>>>>>>>>>>>> *VM Transcript:*
>>>>>>>>>>>>> Hi, my name is Karen Levinson, and I don't know which person
>>>>>>>>>>>>> I'm supposed to talk to, but I would like to speak with someone about my
>>>>>>>>>>>>> billing. Hi, how are you? Send you a billing to me right now? It's coming
>>>>>>>>>>>>> through my email and that's not appropriate, because I don't check my
>>>>>>>>>>>>> email. I only use it occasionally for social not business. So if you could,
>>>>>>>>>>>>> please give me a call. My name is Karen of engine off and my number is
>>>>>>>>>>>>> 416-284-7136, thank you.
>>>>>>>>>>>>> ------------------------------
>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> *Ali Malik*
>>>>>>>>>>> Manager - Financial Operations
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> *Ali Malik*
>>>>>>>>> Manager - Financial Operations
>>>>>>>>>
>>>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> *Ali Malik*
>>>>>>> Manager - Financial Operations
>>>>>>>
>>>>>>>
>>>>>
>>>>> --
>>>>> *Ali Malik*
>>>>> Manager - Financial Operations
>>>>>
>>>>>
>>>>
>>>> --
>>>> *Taneshia Persaud*, RPN, GCP
>>>> General Manager and (Interim) Clinical Care Manager
>>>>
>>>>
>>>> *Mavencare and Home Care Assistance (HCA) Toronto*70 Richmond St. E,
>>>> #200 | Toronto, ON M5C 1N8
>>>> Office: 416-855-2333 (press #2, then #2 again)
>>>> Cell: 647-406-9253
>>>> taneshia.persaud@thekey.com
>>>> www.torontohomecareassistance.com / Powered by TheKey
>>>> <http://www.thekey.com/>
>>>> [image: TheKey] <http://thekey.com/>
>>>>
>>>>
>>>>
>>>>
>>>>
>>>
>>> --
>>> *Ali Malik*
>>> Manager - Financial Operations
>>>
>>>
>>
>> --
>> *Taneshia Persaud*, RPN, GCP
>> General Manager and (Interim) Clinical Care Manager
>>
>>
>> *Mavencare and Home Care Assistance (HCA) Toronto*70 Richmond St. E,
>> #200 | Toronto, ON M5C 1N8
>> Office: 416-855-2333 (press #2, then #2 again)
>> Cell: 647-406-9253
>> taneshia.persaud@thekey.com
>> www.torontohomecareassistance.com / Powered by TheKey
>> <http://www.thekey.com/>
>> [image: TheKey] <http://thekey.com/>
>>
>>
>>
>>
>>
>
> --
> *Ali Malik*
> Manager - Financial Operations
>
>
--
*Taneshia Persaud*, RPN, GCP
General Manager and (Interim) Clinical Care Manager
*Mavencare and Home Care Assistance (HCA) Toronto*70 Richmond St. E, #200 |
Toronto, ON M5C 1N8
Office: 416-855-2333 (press #2, then #2 again)
Cell: 647-406-9253
taneshia.persaud@thekey.com
www.torontohomecareassistance.com / Powered by TheKey
<http://www.thekey.com/>
[image: TheKey] <http://thekey.com/>