Re: Ethen Tracey - Calgary

From
Chuck Terlesky <cterlesky@thekey.com>
To
Chakera Dixon <cdixon@thekey.com>
CC
Shawntel Sousa <ssousa@thekey.com>, Kristy Poyner <kristy.poyner@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 14 Dec 2023 14:38:04 -0700
Folder
INBOX
--000000000000511c55060c7f1aa4 Content-Type: multipart/alternative; boundary="000000000000511c53060c7f1aa3" --000000000000511c53060c7f1aa3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chakera, Sorry we didn't connect today; starting December 1st, this will now be treated as a regular client. We bill monthly to the family. The funding doesn't apply as it's just billed out as a regular client that needs monthly invoicing. The family submits for funding, which has nothing to do with us. Shawntel can confirm the email address. I hope this helps. Chuck On Thu, Dec 14, 2023 at 2:25=E2=80=AFPM Chakera Dixon w= rote: > Hi Shawntel and Chuck, > > We missed you in today's connect on this process. We have outlined our > questions below as we try to understand the previous process for this > client. Let us know if you want to reschedule our connect. > > > - What is a "Bank of hours" - how were these hours documented/tracked? > - Is this process in place for any other clients? > - For the PDD funding is there a certain amount of hours paid per > month? > - Will a PDD amount need to be split from the client portion on the > invoice? > - What does PDD stand for- is it government funding or insurance? > - Can you confirm that Shirely Cox's email is valid? > - [image: image.png] > > Regards, > > *Chakera Dixon * > Client Account Specialist > * Please note my email has changed: * > cdixon@thekey.com > (408) 856-2418 Ext. 150015 > TheKey.com > [image: TheKey] > > > On Sat, Dec 9, 2023 at 10:49=E2=80=AFAM Shawntel Sousa wrote: > >> Hi All, >> >> This is just a note to update everyone on Ethen's billing. >> >> Previously we had a bank of hours that we were using for his shifts. He >> is on a new contract and now we will be billing him as normal. So all >> shifts from Nov 1/23 are billable and I have adjusted them all in clear >> care from Nov with Chuck and the billing team - from Dec onwards, we wil= l >> be as normal. >> >> Ethen dad passed away unexpectedly so there have been many changes. Ethe= n >> will now have his grandmother Shirley take over all the payments and >> communication regarding his care. This file will now pay monthly by cheq= ue >> and needs to be invoiced monthly - this is because of his PDD funding th= at >> he gets. This was all updated on his file last week but wanted to give y= ou >> a heads up. >> >> >> *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] >> >> --=20 Chuck Terlesky B.A., CCPE General Manager/Regional Caregiver Ambassador for Canada 403-301-3777 TheKey.ca [image: TheKey] --000000000000511c53060c7f1aa3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi = Chakera, Sorry we didn&#3= 9;t connect today; starting December 1st, this will now be treated as a reg= ular client. We bill monthly to the family

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