This is a multipart message in MIME format. ------=_NextPart_000_0903_01DA1166.2E6EA330 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0904_01DA1166.2E6EA330" ------=_NextPart_001_0904_01DA1166.2E6EA330 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Gotcha.=20 =20 For Calgary and Toronto the process is different because we invoice via = NetSuite/Versapay. For those clients we integrate the Payer = address/email, if there is one. In the absence of a Payer, the Client = address/email is where invoices are sent. This is automated when you = update ClearCare, as those changes integrate overnight.=20 =20 For Montreal, we invoice out of Quickbooks so I=E2=80=99d need to bring = the Invoicing team/Randi (our accountant) to advise.=20 =20 For all others, the updates you make in CC should be instant and = automatic.=20 =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Joey Taylor =20 Sent: Tuesday, November 7, 2023 10:32 AM To: eclark@thekey.com Cc: Timothy Thomas ; Desiree A. = ; Dennis Fancy ; Taylor = Cleland Subject: Re: Billing =20 Hey Elizabeth, It would be for across Canada. Unless different provinces have different = regulations concerning this?=20 Thanks,=20 =20 On Tue, Nov 7, 2023 at 1:28=E2=80=AFPM > wrote: Hi There =20 Happy to help. Can you tell me what URL/region of Canada this is for = (Montreal vs Calgary)? =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Joey Taylor >=20 Sent: Tuesday, November 7, 2023 10:27 AM To: Elizabeth Clark >; = Timothy Thomas > Cc: Desiree A. >; Dennis Fancy >; Taylor Cleland > Subject: Billing =20 Good Afternoon Elizabeth, I was wondering what the procedures were for an existing client who = wants to update billing information. Does the Care Solutions team send = out a PandaDoc for updated info to the client and upload it on ClearCare = once it is complete? Or does the billing team call the client and = verbally obtain the information and then it is managed within your = system? Thank you, =20 Joey Taylor Regional Care Solutions Manager 514-907-5065 TheKey.ca =20 =20 --=20 Joey Taylor Regional Care Solutions Manager 514-907-5065 TheKey.ca =20 ------=_NextPart_001_0904_01DA1166.2E6EA330 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <div = class=3DW