Hi Cheryl
Looping in Billing leadership to provide direction on the best process for this.
It’s important to note sending a consolidated invoice per month is not something we can automate so there is a chance, despite our best efforts, we will make a mistake there. I would encourage us to steer away from this knowing it’s not something we can guarantee will be perfect 100% of the time.
Elizabeth Clark
Director
From: Cheryl Cartwright <ccartwright@thekey.com>
Sent: Tuesday, April 16, 2024 11:56 AM
To: Elizabeth Clark <eclark@thekey.com>; Timothy Thomas <tt@thekey.com>
Cc: Taylor Cleland <tcleland@thekey.com>
Subject: Billing for Contract Client
Good Afternoon Elizabeth and Timothy,
We recently partnered with the Region of Waterloo to provide homemaking services for their clients. They wish to be billed monthly in one entire bill however each client needs to be set up individually in clear care. What TAG can we apply to these clients so that the billing department knows not to bill them weekly and instead consolidates the invoices at month's end?
I believe this is being done for CDHC already?
Thanks for your help,
Cheryl