This is a multipart message in MIME format. ------=_NextPart_000_0106_01DAAC10.F7C30BA0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0107_01DAAC10.F7C30BA0" ------=_NextPart_001_0107_01DAAC10.F7C30BA0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable New clients going forward would be great, or even just in the notes on = the customer, so we know how to tag them in NS. Notes might be easier so = we know which is the primary and which is secondary. =20 From: Timothy Thomas =20 Sent: Wednesday, May 22, 2024 6:06 AM To: eclark@thekey.com Cc: Alyson Rohane ; Kate Goodrich = Subject: Re: Canada Client Tags- Please reply by EOD Tuesday 5/21 =20 Hi Liz, =20 Can you confirm that these tags need to be added to clearcare? for = existing or new clients? =20 Thanks! =20 =20 On Mon, May 20, 2024 at 9:21=E2=80=AFAM > wrote: Hello Tim- =20 As discussed on Friday, sending you this data in hopes your team can = validate the selections we=E2=80=99ve made for each client. If you = review the summary provided, you=E2=80=99ll notice each client (column = D) has a Primary Tag & Multi-Select Tag. The purpose of these and = definitions for each are below. If your team can = =E2=80=9CComment=E2=80=9D on teach client if tagged in correctly, I can = update those and once complete, we can import those tags to NetSuite.=20 =20 https://docs.google.com/spreadsheets/d/18a_2kEhZ_dO_7rq1WtcCtbPg8jw7_4xV/= edit?usp=3Dsharing = = &ouid=3D114633849602778058975&rtpof=3Dtrue&sd=3Dtrue=20 =20 Purpose of Primary Tag =20 =09 The primary tag is used by OTC to identify the clients Gross Invoicing = Volume & AR balance by their type of customer/segment. The clients = primary tag also drives the approach for that specific client=E2=80=99s = bad debt allowance; For Example, we reserve Private Pay balances at 90 = days past due but VA we do not reserve until 180 days past due, knowing = historical timing w/payments. We would follow this same logic for = Government tags in Canada. =20 With the exception of AOB clients in the US, both the Primary and = Secondary tags are added during the new client audit process based on = how the client is tagged by the field in ClearCare.=20 =20 =09 =09 =09 Purpose of Secondary Tag =09 When different from the Primary Tag, the secondary/multi-select tag = provides insight to special handling processes, exceptions, and the = multitude of process adaptations we adhere to from an invoice delivery = and/or collections perspective. For example, there are several = Multi-Select options that begin with AOB; highlighting clients who = require manual care notes, who manage their own submissions, who run = through a referral source. With the exception of AOB clients in the US, = both the Primary and Secondary tags are added during the new client = audit process based on how the client is tagged by the field in = ClearCare.=20 =09 =09 =09 =20 Primary Mutli-Select Rationale Private Pay Facility Client is paying for t