Re: New Client Audit Advance Payment 9/11/2024 - Frankie Ware - [#952501]

From
Jinniefer Castillo <jinniefer.castillo@thekey.com>
To
Marc Atkinson <billing@thekey.com>
CC
dmockenhaupt@thekey.com, tt@thekey.com, lito.delapena@thekey.com, audraw@thekey.com, tsilton@thekey.com
Date
Thu, 12 Sep 2024 16:50:59 -0500
Folder
INBOX
--000000000000cd5d6a0621f31a2e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Sorry about that. The client just signed a new consent agreement. Her file now contains the newly signed document. If you can, please proceed with the refund as soon as possible. Thank you. Regards, Jinniefer On Thu, Sep 12, 2024 at 1:54=E2=80=AFPM Marc Atkinson = wrote: > Hi Jinniefer and Diane, > > Please reference below for new client Frankie Ware ( > https://hcachicago.clearcareonline.com/clients/7483276/). > > Can your office please confirm if he is under the Care Commitment program > and required a $5,000.00 advanced payment to be processed? He is not > labeled as Care Commitment in Clearcare. However, we did end up processin= g > the $5,000.00 payment earlier today. > > If the client should not have been charged the $5,000.00 payment, we are > going to need to refund the funds. We might still be able to cancel the > charge, since it occurred today. Moving forward, please do not use any C= CA > which states Care Commitment with advanced payment, if the client is not = in > the Care Commitment program. > > Thank you! > > On Thu, 12 Sep at 11:48 AM , Lacey Behne > wrote: > Hi Renier, > > 5K advanced payment has been processed and keyed into NS. Closing ticket. > > > Thank you. > > Lacey Behne > > > On Wed, 11 Sep at 7:10 PM , Renier Caguimbal > wrote: > Hello Payment Application and Billing Team- > > Client Name Frankie Ware 161632 at NetSuite Location Chicago was created > on 9/11/2024 in NetSuite, and their paperwork (see below) indicates an ad= vanced > payment/credit is needed. Please review the customer in NetSuite to > ensure this is not already done. If no advanced payment is located, pleas= e > process per the Advanced Payment Credit Process shared on 2/23/23. There'= s > also no Care Commitment/Advance Payment tag in Clearcare. > > https://hcachicago.clearcareonline.com/clients/7483276/ > > [image: image.png] > > Thank you for your help! > Updating Tags & Payment Terms in NetSuite > Tags & Facility Contract Terms=E2=80=A6etc. > > > > 952501:611100 > --000000000000cd5d6a0621f31a2e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc,=C2=A0 Sorry about that. The client just signed a new consent agreement. Her = file now contains the newly signed document. If you can, please proceed wit= h the refund as soon as possible. Thank you.=C2=A0 Regards,=C2=A0 Jinniefer On Thu,= Sep 12, 2024 at 1:54=E2=80=AFPM Marc Atkinson &lt; billing@thekey.com &gt; wrote: Hi Jinniefer and Diane, Please reference below for new client Frankie Ware ( https://hcachicago.clearcareonline.com/clients/7483= 276/ ). Can your office please confirm if he is under the Care Com= mitment program and required a $5,000.00 advanced payment to be processed? = He is not labeled as Care Commitment in Clearcare. However, we did end up p= rocessing the $5,000.00 payment earlier today. If the client should not have b

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