Re: Mrs Buck, Montreal client

From
Joey Taylor <joey.taylor@thekey.com>
To
Lito Delapena <lito.delapena@thekey.com>
CC
eclark@thekey.com, Timothy Thomas <tt@thekey.com>, Alejandro Aponte <aaponte@thekey.com>
Date
Thu, 18 Apr 2024 10:36:51 -0400
Folder
INBOX
--000000000000b490aa06165fe7c5 Content-Type: multipart/alternative; boundary="000000000000b490a806165fe7c4" --000000000000b490a806165fe7c4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Lito, Can I confirm Alejandro is communicating with the client throughout the process with the steps we are taking get this done ASAP? On Thu, Apr 18, 2024 at 10:31=E2=80=AFAM Lito Delapena wrote: > Good Morning Joey, > > I have my Team Lead Alejandro looking into this, we will pull another 202= 3 > YTD payment summary for Helen Buck and compare it to what she received > previously. Based on Rachel's email she is wanting the duplicate payments > notated that were made via Credit Card and E-Transfer. > > We will report back once this has been resolved. > > Thank you, > > Lito Delapena > Help Desk Manager > * Please note my email has changed: * > lito.delapena@thekey.com > > 619-722-8561 Ext. 190013 > TheKey.com > [image: TheKey] > > > On Thu, Apr 18, 2024 at 6:35=E2=80=AFAM Joey Taylor > wrote: > >> Hey Elizabeth, >> >> The tax slip the client is looking for is simply a summary invoice of al= l >> charges in 2023 as home care services are tax deductible in Canada. >> >> In regards to the error, we don't have access to Quick Books in Montreal >> so when a client is overcharged or double charged, we advise the billing >> team right away. >> >> Thanks, >> >> On Thu, Apr 18, 2024 at 8:44=E2=80=AFAM wrote: >> >>> HI Joey >>> >>> >>> >>> It looks like the Help Desk DL was copied, as well as some direct >>> members of our staff. I am looping in the leader, Lito, to review the >>> request with his team and make sure we identify where the client percei= ves >>> there are errors. >>> >>> >>> >>> Do you happen to know where they suspect there are errors? >>> >>> >>> >>> Also, it=E2=80=99s important to note we do not provide Health Care Serv= ices or >>> provide formal tax documents. Outside of our skilled nursing divisions = like >>> CRNS and Expicare, or GCM, we=E2=80=99re not required to or designated = to provide >>> Medical Records either (again being unskilled). I am not as familiar wi= th >>> the laws in Canada but assume the same applies there. At the right time= , >>> and moving forward, Clients should be aware of the difference if US & C= AD >>> are the same in that respect. >>> >>> >>> >>> >>> >>> Elizabeth Clark >>> >>> Director >>> >>> >>> >>> >>> >>> >>> >>> *From:* Joey Taylor >>> *Sent:* Thursday, April 18, 2024 5:35 AM >>> *To:* Elizabeth Clark ; Laszlo Kovacs >> laszlo.kovacs@thekey.com>; Timothy Thomas >>> *Subject:* Fwd: Mrs Buck, Montreal client >>> >>> >>> >>> Good Morning, >>> >>> >>> >>> I am Cc=E2=80=99ing everyone in this email as a current tier 1 client n= eeds >>> senior assistance with an issue. >>> >>> >>> >>> Hoping we can get this resolved asap >>> >>> *Joey Taylor* >>> >>> *Directeur G=C3=A9n=C3=A9ral/General Manager* >>> >>> 514-907-5065 >>> >>> *TheKey.ca* >>> >>> [image: Image removed by sende

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