RE: Montreal Credits

Hi Joey,

 

Thank you for sending this over. Looping in the biller  <mailto:cdixon@thekey.com> @Chakera Dixon so she can complete these credits Wednesday morning prior to invoicing. 

 

Thank you,

Kristy Poyner

Billing Manager

 

Upcoming Time Off:

April 4th 2025

 

 <https://homecareassistance.com/> 

 

From: Joey Taylor <joey.taylor@thekey.com> 
Sent: Tuesday, February 4, 2025 4:17 PM
To: Kristy Poyner <kristy.poyner@thekey.com>; TheKey Billing <billing@thekey.com>; Timothy Thomas <tt@thekey.com>
Subject: Montreal Credits

 

Hey Kristy,

As per your email I have removed the credits from billing that I had manually entered in ClearCare. Here is the information you asked for:


1. Client name: Nicodemo Alfino 

2. Date(s) and hours to be credited/adjusted: Feb 2nd, 2025 (its not hours it an amount)

3. Caregiver name: Marie-Ann Compton (nothing should be done on payroll side, this credit is only for invoicing)

4. Credit amount and brief description of the reason for the credit: $552.27 (Client overpaid invoices from Oct 6th to Nov 2nd for Cheques Emploie)
--------------------------------------------------

1. Client name: Rosalie Laframboise 

2. Date(s) and hours to be credited/adjusted: Jan 29th, 2025

3. Caregiver name: Ashley Martin (this $5 was expensed from caregivers pay and payroll as well)

4. Credit amount and brief description of the reason for the credit: $5 (Client lent caregiver $5 for bus money)


Please confirm you will be able to make these changes before invoices are generated for the billing period.

Thank you, 

 

Joey Taylor

Directeur Général/General Manager

514-907-5065

 <https://thekey.ca/> TheKey.ca  

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