Re: FW: Invoice #1078029 from TheKey

From
Sharon Speirs <sspeirs@thekey.com>
To
Jeannie Ortiz <jeannie.ortiz@thekey.com>
CC
Lito Delapena <lito.delapena@thekey.com>, Timothy Thomas <tt@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Audra Williams <audraw@thekey.com>
Date
2025-07-03 11:44:35
Folder
INBOX
--0000000000008f7abe06390ac519 Content-Type: multipart/alternative; boundary="0000000000008f7abd06390ac518" --0000000000008f7abd06390ac518 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jeannie I did inform our billing team and asked for direction but I dont think we had this email so will use that going forward. In the end it's a great win as we retained them as clients vs them going to LTC. Appreciate the guidance and will inform my team Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Thu, Jul 3, 2025 at 11:39=E2=80=AFAM Jeannie Ortiz wrote: > Hi Sharon, > > Thank you for informing us that these clients are no longer part of > Vancouver Coastal Health. In the future, we kindly ask that the team send > an email to Clientservice@thekey.com to notify us of any changes. This > will allow us to update their NetSuite records to reflect Private Pay and > enable the payments and collections team to adjust their reporting > accordingly. By doing this, we can ensure that we are all aligned and tha= t > the clients are correctly set up in NetSuite. Thank you again for > the clarification. > > On Thu, Jul 3, 2025 at 1:38=E2=80=AFPM Sharon Speirs = wrote: > >> Thanks Lito >> Both those clients were with VCH and thus they were paying but now both >> those clients are private pay so the authorization was removed. We tried >> adding them into the sales force to create a new client linked to clear >> care but they are linked to the old account so we had to remove the >> authorization. >> They are both private pay now no parent company >> Sharon >> >> Sharon, Speirs >> >> General Manager >> >> Vancouver, BC >> >> Office: 778.279.3634 >> >> sspeirs@thekey.com >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> >> >> >> >> On Thu, Jul 3, 2025 at 10:27=E2=80=AFAM Lito Delapena >> wrote: >> >>> HI Sharon, >>> >>> Thank you for looping me into this inquiry, looping in our onboarding >>> manager Jeannie into the thread. >>> >>> i reviewed the inquiry sent over and identified that Nasrin received >>> notifications for the two clients below: >>> >>> - 162929 Amy Suzuki >>> - 163769 Frederick Bolas #1765334 >>> >>> In review of clear care I noticed that both of their authorizations ar= e >>> closed which caused invoicing to be directed to the clients vs the >>> Vancouver Coastal health parent payer. we can partner with our finance >>> onboarding team to have these authorizations created and the invoices m= oved >>> over to the parent payer account. >>> >>> If authorizations for clients are required, requests can be sent to >>> clientservice@thekey.com and Jeannie's team will work through those >>> requests. >>> >>> Please let me know if you have any questions or concerns >>> >>> Thank you, >>> >>> Lito Delapena >>> >>> Customer Contact and Collections Manager | TheKey >>> >>> Mobile: 619-722-8561 >>> >>> >>> >>> >>> >>> On Wed, Jul 2, 2025 at 1:20=E2=80=AFPM S

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