--0000000000004ea63b0610196122 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Thank you for checking, this client is not able to really talk on the phone due to his parkinsons and it would be very difficult for you to understand him. Would there be some type of email you can send rather than calling him? *Thank you,* *Shawntel Sousa, LPN* Client Success Manager Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office: 778-279-3634 *TheKey.ca * [image: TheKey] On Mon, Jan 29, 2024 at 9:12=E2=80=AFAM Marc Atkinson = wrote: > Hi Shawntel, > > Since last June, Billing has been performing a Finance Welcome Call Audit > for new clients. Based on the New Client Audit report that PSG distribute= s, > we put together a report every Monday of new clients who have been added > into our billing system. We review these clients' accounts to determine t= he > accuracy of the account setup, contract paperwork (CCA and PAF), client > contacts, billing rate(s), etc. If all of this information is accurate wi= th > no discrepancies, we then request from the client's CSM to initiate a cal= l > to the client's Payer/POC or the client him/herself (if the client is > his/her own POC) to discuss and t o verify all of this information with > them We need to ensure that the client is aware of the billing rate(s), h= ow > we invoice, when we invoice, how to use Versapay, etc. We also confirm wi= th > the client the contacts at the local office for operational purposes, so > they are aware. If there discrepancies (such as a missing CCA/PAF, an > incorrect billing rate, or any incorrect information), we let your office > know of the discrepancy so we can resolve the issue. > > Beginning this week, we have added all Canada locations to this audit. > Your office, at this time, has the ability to opt out of Billing proceedi= ng > with a welcome call on a client by client basis only, if for any reason > your office does not want us to make the call for that particular client. > > Please reference for new Calgary client Mike Frost ( > https://hcacalgary.clearcareonline.ca/clients/1000000000062500/) and > kindly let us know whether or not Billing can and/or should proceed with > the Finance Welcome Call to him, since he is listed as his own POC. > > Thank you! > > On Mon, 29 Jan at 11:09 AM , 155405 Mike Frost > wrote: > FIN Welcome Call. > > Had to add the client's TD checking account information from the PAD into > VP and set payments for autopay. > > > 646575:611100 > --0000000000004ea63b0610196122 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc,=C2=A0 Thank you for checking, this client is not able to really talk on= the phone due to his parkinsons and it would be very difficult for you to = understand=C2=A0him.=C2=A0 Would there be some type of email you can send rather=C2=A0t= han calling him? = Thank you, Shawntel Sousa, L= PN Client Success Manager Direct: 403-305-6588 Cal