Re: FW: Anna Jeffrey (100547) AZA Care Management and Wellesley Accounts Open balances.$142,402.81 - [#1034745]

--0000000000001e66570631a6b1df Content-Type: multipart/alternative; boundary="0000000000001e66560631a6b1de" --0000000000001e66560631a6b1de Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, I just spoke with the Care Manager for this client and left a voicemail for the POA. I will f/u on this matter on my own and will continue to keep this thread updated until payment is received. I'm a little confused about how this became an issue. Cristina and I exchanged emails on 3/11/2025 and this client was never mentioned as being behind or on the radar at all. Also, I've requested that prior to reaching out to any clients/responsible parties, etc for AZA clients, that I first be notified. My goal in doing this is so that I can f/u with the clients/responsible parties since I'm already a known entity. There have been a lot of miscommunications between Billing Dept and the AZA team which makes clients uneasy. I've even been told "it looks like you don't know what you're doing" by a client. In an effort to avoid these issues moving forward, I ask that you please bring any and all AZA Care Mgmt/Live Well MA client matters to my attention so I can follow-up on it myself. In this particular case, the Care Manager of 10 years is retiring in a few months so I've been trying to make my own contact with the POA while at the same time Billing is reaching out unbeknownst to me. I want to make sure this is handled gingerly so the POA doesn't wish to move the client elsewhere. Thanks, Jen On Mon, Mar 31, 2025 at 12:03=E2=80=AFPM Jen Mahoney wrote: > Hi All, > > Please let me follow up. Will send update to this thread today. > > -Jen > > On Mon, Mar 31, 2025 at 12:02=E2=80=AFPM Cristina Gutierrez de Pineres cristina.gutierrezdepineres@thekey.com> wrote: > >> Dear Elizabeth, >> >> I just wanted to let you know that Lito, my manager, confirmed Mr. >> Chavez's phone number as 617-695-9799. I have already called and left a >> message. I will keep trying to reach him and will keep you updated as so= on >> as he gets back to me. >> I appreciate your support! >> >> On Mon, Mar 31, 2025 at 8:45=E2=80=AFAM Cristina Gutierrez de Pineres > cristina.gutierrezdepineres@thekey.com> wrote: >> >>> Good morning, Elizabeth! >>> >>> I had been emailing customers Trustee Mr. David Chaves for over a >>> month regarding the pending invoices. Unfortunately, he has been >>> completely unresponsive, I=E2=80=99ve been reaching out via his email,= dchaves@tylerandreynolds.com >>> on a weekly basis , he does not have a phone number on file, I have >>> been bringing this account to the local office's attention in our AR >>> meetings and continue to email him in a weekly basis. >>> >>> Regarding the Wellesley location, Mr. Chaves made his last payment on >>> 02/28/25. He is currently 30 days behind on four invoices, although the= y >>> are not yet due. >>> >>> For AZA Care Management, the last payment was also made on 02/28/25, an= d >>> there are two invoices outstanding, with one being 17 days overdue and = the >>> other 45 days overdue. >>> >>> I appreciate your support and advice on this matter! >>> Wellesley Balance: $100.466.80 >>> [image: image.png] >>> Aza Care Management Balance: $41,936,01 >>> [image: image.png] >>> >>> >>> On Mon, Mar 31, 2025 at 8:12=E2=80=AFAM wrote: >>> >>>> Hello >>>> >>>> >>>> >>>> Anna Jeffrey is falling behind again, I know this happens about 1x a >>>> year but we need to get her caught up. What is they payer saying, if >>>> anything, @'Cristina Gutierrez de Pineres' >>>> ? >>>> >>>> >>>> >>>> >>>> >>>> Kind regards- >>>> >>>> >>>> >>>> *Elizabeth Clark* >>>> >>>> Director | *TheKey* >>>> >>>> Mobile: 619.822.4855 >>>> >>>> >>>> >>>> >>>> >>>> *From:* Cristina Gutierrez de Pineres >>>> *Sent:* Friday, March 28, 2025 8:55 AM >>>> *To:* gogrady@tylerandreynolds.com; dchaves@tylerandreynolds.com; >>>> anna.shabazz@thekey.com >>>> *Cc:* jennifer.mahoney@thekey.com; william.schmiedeknecht@thekey.com; >>>> eclark@thekey.com; ilona.ivey@thekey.com; lito.delapena@thekey.com >>>> *Subject:* Fwd: Anna Jeffrey (100547) AZA Care Management and >>>> Wellesley Accounts Open balances.$142,402.81 - [#1034745] >>>> >>>> >>>> >>>> David, >>>> >>>> I hope this message finds you well. My name is Cristina, and I >>>> represent The Key. I wanted to kindly bring to your attention the >>>> outstanding balances for Mrs. Anna Jeffrey, as detailed below: >>>> >>>> 1. *Account 122038* =E2=80=93 AZA Care Management >>>> Balance: $41,936,01 >>>> >>>> >>>> 2. *Account 100547* =E2=80=93 Wellesley, TheKey of Massachusetts LL= C >>>> Balance: $100.466.80 >>>> >>>> *The total amount owed is $142.402.81* >>>> >>>> I would greatly appreciate your prompt attention to these payments. >>>> Should you have any questions or need further assistance, please feel = free >>>> to reach out to me at your convenience. I am always happy to help. >>>> >>>> *Sincerely,* >>>> >>>> >>>> >>>> *Cristina Gutierrez De Pineres * >>>> >