RE: Billing for Contract Client

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
CC
"'Cheryl Cartwright'" <ccartwright@thekey.com>, <kristy.poyner@thekey.com>, <stephanie.fuston@thekey.com>, "'Michelle Kenaga'" <michelle.kenaga@thekey.com>, "'Taylor Cleland'" <tcleland@thekey.com>
Date
2024-04-18 10:23:32
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0A2C_01DA917A.776F4730 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0A2D_01DA917A.776F4730" ------=_NextPart_001_0A2D_01DA917A.776F4730 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Tim =20 This is not say we should recommend something different.=20 =20 I can work on a consolidated invoicing process in NetSuite but that will = take some time due to other larger priorities in the pipeline. In the = interim billing can make it work, simply sharing it=E2=80=99s similar to = CHDC in the manual nature of it and you can attest to that having been = bumpy. =20 With weekly turn arounds for 5000 clients and a billing team of 4 = people, they do amazing work, we=E2=80=99re just not structured to = accommodate that with sustained perfection in current state.=20 =20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Long Term Care Insurance Onboarding Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 From: Timothy Thomas =20 Sent: Thursday, April 18, 2024 6:25 AM To: eclark@thekey.com Cc: Cheryl Cartwright ; = kristy.poyner@thekey.com; stephanie.fuston@thekey.com; Michelle Kenaga = ; Taylor Cleland Subject: Re: Billing for Contract Client =20 Hi Liz, =20 This is the clients requirement. Do you have an alternative to suggest? =20 On Thu, Apr 18, 2024 at 8:46=E2=80=AFAM > wrote: Hi Cheryl =20 Looping in Billing leadership to provide direction on the best process = for this.=20 =20 It=E2=80=99s important to note sending a consolidated invoice per month = is not something we can automate so there is a chance, despite our best = efforts, we will make a mistake there. I would encourage us to steer = away from this knowing it=E2=80=99s not something we can guarantee will = be perfect 100% of the time. =20 Elizabeth Clark=20 Director =20 =20 =20 From: Cheryl Cartwright >=20 Sent: Tuesday, April 16, 2024 11:56 AM To: Elizabeth Clark >; = Timothy Thomas > Cc: Taylor Cleland > Subject: Billing for Contract Client =20 Good Afternoon Elizabeth and Timothy, =20 We recently partnered with the Region of Waterloo to provide homemaking = services for their clients. They wish to be billed monthly in one entire = bill however each client needs to be set up individually in clear care. = What TAG can we apply to these clients so that the billing department = knows not to bill them weekly and instead consolidates the invoices at = month's end? =20 I believe this is being done for CDHC already? =20 Thanks for your help, =20 Cheryl=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_001_0A2D_01DA917A.776F4730 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable <html xmlns:v=3D"urn:schemas-microsoft-com:vml" = xmlns:o=3D"urn:schemas-microsoft-com:office:office" = xmlns:w=3D"urn:schemas-microsoft-com:office:word" = xmlns:m=3D"http://schemas.microsoft.com/office/2004/12/omml" = xmlns=3D"http://www.w3.org/TR/REC-html40"> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4;} @font-face {font-family:"Aptos Display";} @font-face {font-family:Aptos;} @font-face {font-family:Roboto; panose-1:2 0 0 0 0 0 0 0 0 0;} @font-face {font-family:"Helvetica Neue";} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {margin:0in; font-size:12.0pt; font-family:"Aptos",sans-serif;} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline;} span.gmailsignatureprefix {mso-style-name:gmail_signature_prefix;}

Thread (1)