Re: Canada AR Meeting 11/8/2024 Minutes

From
Sharon Speirs <sspeirs@thekey.com>
To
eclark@thekey.com
CC
William Schmiedeknecht <william.schmiedeknecht@thekey.com>, Timon Page <timon.page@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Michelle Hudgins <michelle.hudgins@thekey.com>, Timothy Thomas <tt@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Ilona Ivey <ilona.ivey@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>
Date
Wed, 13 Nov 2024 13:56:09 -0800
Folder
INBOX
📎 ~WRD0173.jpg; image001.png
VCH is not an issue - the amounts owing are taxes which we are not suppose
to be charging them for.
The terms are set by a contract and if we have any issues they get resolved.
Sharon


Sharon, Speirs

General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com

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

[image: TheKey]







On Wed, Nov 13, 2024 at 1:32 PM <eclark@thekey.com> wrote:

> Hello Team-
>
>
>
> The clients below have a history of not paying/keeping up with their
> balance, are aware of being behind, and going on vacations before paying
> TheKey for services we’ve already provided. I cannot rationalize why we’re
> going to continue providing services to clients with these patterns. I
> would propose we get them on autopay w/30-day terms, or we start adding
> interest to their invoices when they become past due.
>
>
>
> How have we progressed since last week and what are their balances?
>
>
>
>    - Robert Gowans - Payments are declining weekly, client is not
>    answering calls or responding to emails. Local office has not had luck with
>    the customer either. Client pays but is never up to date. Local office has
>    threatened previously to end services and customer paid balance. *Timon
>    Page to speak to the client. *
>    - Tanzil-Ur-Rehman Muahmmad - Client is only depositing so much money
>    to pay her balances, but is not depositing enough to keep up with her
>    balance. Client had just gone on vacation as per Timon Page, client is
>    expected to pay on Monday 11/11/2024.* Timon Page to speak to the
>    client directly. *
>
>
>
>
>
>
>
> Kind regards-
>
>
>
> Elizabeth Clark
>
> Director
>
> CI & Transformation
>
> Finance Onboarding & Experience
>
> Collections
>
> Billing Help Desk
>
>
>
> *TheKey*
>
> Office|Cell : 619-822-4855
>
> eclark@thekey.com
>
>
>
> *TheKey.com <https://www.thekey.com/>*
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> *From:* William Schmiedeknecht <william.schmiedeknecht@thekey.com>
> *Sent:* Friday, November 8, 2024 10:23 AM
> *To:* Elizabeth Clark <eclark@thekey.com>; Timon Page <
> timon.page@thekey.com>; Joey Taylor <joey.taylor@thekey.com>; Michelle
> Hudgins <michelle.hudgins@thekey.com>; Sharon Speirs <sspeirs@thekey.com>;
> Timothy Thomas <tt@thekey.com>; Lito Delapena <lito.delapena@thekey.com>;
> Ilona Ivey <ilona.ivey@thekey.com>
> *Subject:* Canada AR Meeting 11/8/2024 Minutes
>
>
>
> Hello Team,
>
>
>
> Here are the notes from the meeting:
>
>
>
>    - Robert Gowans - Payments are declining weekly, client is not
>    answering calls or responding to emails. Local office has not had luck with
>    the customer either. Client pays but is never up to date. Local office has
>    threatened previously to end services and customer paid balance. *Timon
>    Page to speak to the client. *
>    - Tanzil-Ur-Rehman Muahmmad - Client is only depositing so much money
>    to pay her balances, but is not depositing enough to keep up with her
>    balance. Client had just gone on vacation as per Timon Page, client is
>    expected to pay on Monday 11/11/2024.* Timon Page to speak to the
>    client directly. *
>    - Manoir Outremont Residence - We are awaiting a payment from the
>    facility but have still not received it. Michelle Spoke with Gina from the
>    facility but Gina is on vacation until 11/25/2024. Michelle to follow up
>    when she returns. Michelle left a message with the receptionist to see if
>    we could get an alternative contact before then. *Joey Taylor to
>    assist when Gina returns. *
>    - Vancouver Coastal Health - Sharon Speirs has not been able to speak
>    with Nazrine, but has resubmitted invoices to the facility. Just awaiting
>    facility to process invoices.
>    - CDHC - Michelle has been following up with the top 10, stating she
>    has been working through it pretty smoothly. A CDHC representative has
>    stated Michelle can go onto the portal to check on individual accounts.
>    Payments expected shortly.
>
>
>
> Sharon Speirs had a question about removing the tax flag on all of the
> Vancouver Coastal Health accounts, since they are a Government entity.
> Sharon wanted to make sure she didn't cause an issue when switching off the
> tax. Lito and Wil to connect with Kristy to do an audit and see if there
> was an impact. FD Ticket# *918132*.
>
>
>
> Thank you,
>
>
>
> --
>
> *William Schmiedeknecht*
>
>
>
> Team Lead - Customer Contact & Collections
>
> *Email: **William.Schmiedeknecht@thekey.com*
> <William.Schmiedeknecht@thekey.com>
>
> (972) 525-0812 | ext 100006
>
> *TheKey.com* <https://www.thekey.com/>
>
> [image: Image removed by sender. TheKey] <https://homecareassistance.com/>
>
>
>

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