Re: Canada Integrated Customer - Local Office Validation

Good morning, Cheryl, Chuck and Joey -

We are following up to confirm if any of you have any questions regarding
how the information (email and addresses) flowed through to Versapay. Our
Help Desk is prepared to send the email notifications to clients regarding
the impending transition to Versapay once each of you has confirmed the
accuracy of your respective locations.

Could you please confirm when you anticipate reviewing and, if necessary,
updating your customers' locations?

We appreciate your help in getting this done! Our goal is to have a good
transition experience for our customers.

Location  Missing Email Missing Email and Payer Address
Montreal 9 3
Winnipeg 1 1
Oakville 1 1
Waterloo 50 0
Total  61 5
*Missing only email=yellow, Missing both=red
Thank you!
*Alyson Rohane*
Senior Continuous Improvement Analyst
alyson.rohane@thekey.com
On Thu, Apr 25, 2024 at 3:19 PM Alyson Rohane <alyson.rohane@thekey.com>
wrote:

> Thank you so much, Sharon. I have updated Vancouver 'complete' our cutover
> checklist.
>
> Hi  @Lito Delapena <lito.delapena@thekey.com> tomorrow morning, I will
> pull a list for your team to begin sending the email communication (via
> email or mail) for Vancouver.
>
>
> On Thu, Apr 25, 2024 at 3:05 PM Sharon Speirs <sspeirs@thekey.com> wrote:
>
>> We have updated the missing information of the two clients for Vancouver
>> Sharon
>>
>> Sharon, Speirs
>>
>> General Manager
>>
>> Vancouver, BC
>>
>> Office: 778.279.3634
>>
>> sspeirs@thekey.com
>>
>> TheKey.ca   <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>>
>>
>>
>>
>>
>> On Thu, Apr 25, 2024 at 8:30 AM Alyson Rohane <alyson.rohane@thekey.com>
>> wrote:
>>
>>> Hello, Leaders -
>>>
>>>
>>>
>>> The integration of the five Canada locations (Montreal, Oakville,
>>> Vancouver, Waterloo, and Winnipeg) from Clearcare to Versapay has been
>>> completed. We have extracted the respective lists from Versapay for each of
>>> you to review and verify the accuracy of your location data. Attached is a
>>> PDF illustrating an example of a customer setup in ClearCare and how the
>>> information has transitioned into Versapay.
>>>
>>>    - If there is a “Payer” contact marked in ClearCare, this is the
>>>    email invoices and statements will be sent to.
>>>
>>>
>>>    - If the “Payer” has no email, but has an address listed, we will
>>>       mail invoices/statements to that address.
>>>
>>>
>>>    - If there is no “Payer” on file, invoices and statements will be
>>>    sent to the Email listed in the Customer Profile.
>>>
>>>
>>>    - If the Customer has no email, but has an address listed, we will
>>>       mail invoices/statements.
>>>
>>> *The Payer/Client should be marked based on who signed the CCA*, the
>>> person who accepted financial responsibility must receive invoice copies.
>>> If additional contacts should receive invoices, check the “Email Invoices”
>>> box in the Contact record for that respective contact.
>>>
>>>    - Email Invoice Contacts are added once, when the client is newly
>>>    activated. If you adjust those after the start of care, email
>>>    Billing@TheKey.com to notify us so we can add those for you later in
>>>    the client lifecycle.
>>>    - NO other contacts will be added to Versapay.
>>>
>>> If there are accounts requiring updates (updates to the email address or
>>> address), please add them today and these adjustments will be reflected in
>>> Versapay following the nightly integration. Once your location's updates
>>> are made and approved, *please respond to this thread as soon as
>>> possible*. The Help Desk team will email out communication to the
>>> clients upon confirmation. Our goal is to have all communication
>>> notifying clients of the up-coming integration to be sent by EOB Friday,
>>> April 26th.
>>>
>>>
>>> Please reach out with any questions or concerns.
>>>
>>> *Customer Integration Audit*:
>>>
>>>
>>>
>>> *Location *
>>>
>>> *Missing Email*
>>>
>>> *Missing Email and Payer Address*
>>>
>>> Montreal
>>>
>>> 9
>>>
>>> 3
>>>
>>> Winnipeg
>>>
>>> 1
>>>
>>> 1
>>>
>>> Oakville
>>>
>>> 1
>>>
>>> 1
>>>
>>> Vancouver
>>>
>>> 2
>>>
>>> 0
>>>
>>> Waterloo
>>>
>>> 50
>>>
>>> 0
>>>
>>> *Total *
>>>
>>> *63*
>>>
>>> *5*
>>>
>>> **Missing only email=yellow, Missing both=red*
>>>
>>> Thank you!
>>> --
>>> *Alyson Rohane*
>>> Senior Continuous Improvement Analyst
>>> alyson.rohane@thekey.com
>>>
>>>