RE: Helen St Pierre Outstanding Invoices

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>, "'Gerard Draetta'" <gerard.draetta@thekey.com>, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>
Date
Wed, 28 Jun 2023 06:57:58 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0264_01D9A98D.DFF3A5B0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0265_01D9A98D.DFF3A5B0" ------=_NextPart_001_0265_01D9A98D.DFF3A5B0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hello Tim =20 We do and it=E2=80=99s also very much a discussion around what makes = sense for the business, client, potential future revenue, etc. With a = balance that high I=E2=80=99d encourage you to get on a quick 10min call = with Gerard (Collections manager) and Laszlo, so you=E2=80=99re aligned = with the appropriate amounts, documentation, etc.=20 =20 Thank you for reaching out! =20 Kind regards- =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 =20 From: Timothy Thomas =20 Sent: Tuesday, June 27, 2023 6:39 AM To: Elizabeth Clark Subject: Fwd: Helen St Pierre Outstanding Invoices =20 Hi Elizabeth, =20 Looping you in here. Does the billing department have parameters for = payment plans? Client is Helen St. Pierre. Owes us roughly 90k. Services = are suspended and they've asked for a payment plan. =20 Thanks ---------- Forwarded message --------- From: Ali Malik > Date: Mon, Jun 26, 2023 at 9:33=E2=80=AFAM Subject: Re: Helen St Pierre Outstanding Invoices To: Timothy Thomas > Cc: Cheryl Cartwright >, Sumira Suthesan = > =20 I've dealt with clients in the past but this balance is huge so we will = need to discuss what's the best course of action. Do we ask for 50% up = front?=20 =20 @Sumira Suthesan Please write up an = email on word document and send it to me to approve. We need to let = client know that we are willing to waive all fees and further action if = we can come to an agreement on payment plan and deposit up front. =20 thank you, =20 =20 On Mon, Jun 26, 2023 at 9:22 AM Ali Malik > wrote: Hey guys, =20 What are we going to do with this HUGE balance? We will need to contact = the client to get them on the payment plan. =20 thank you, =20 On Wed, Jun 21, 2023 at 2:19=E2=80=AFPM Ali Malik > wrote: Lets set a meeting sometime tomorrow. @Sumira Suthesan = Please send one out for anytime = after 1pm tomorrow =20 On Wed, Jun 21, 2023 at 2:05=E2=80=AFPM Timothy Thomas > wrote: Yes i suggest we speak to the financial advisor asap and discuss = suspending services until we have a plan. When can we meet? =20 On Wed, Jun 21, 2023 at 1:54=E2=80=AFPM Ali Malik > wrote: @Cheryl Cartwright @Timothy Thomas = We need to look into this asap. Huge balance due = and client is still receiving care, In addition the financial advisor = mentioned that they want to get on payment plan and see our contract.=20 =20 We need to get on call with this financial advisor and figure out next = steps. Their balance is going to reach 100k=20 =20 thank you =20 On Wed, Jun 21, 2023 at 10:19=E2=80=AFAM Sumira Suthesan = > wrote: Hi Tim/