RE: Billing

Depends, typically we ask for a new Payment Auth form but we can enter it for them in Versapay w/their approval, and make notes in their account. For other locations (not using VP yet) I’ll have to ask Gerard.

 

From: Timothy Thomas <tt@thekey.com> 
Sent: Tuesday, November 7, 2023 11:00 AM
To: eclark@thekey.com
Cc: Joey Taylor <joey.taylor@thekey.com>; Desiree A. <desiree.aranjo@thekey.com>; Dennis Fancy <dfancy@thekey.com>; Taylor Cleland <tcleland@thekey.com>
Subject: Re: Billing

 

Ok that's great. Is a new pandadoc executed at that stage or is the card taken verbally and loaded into versapay / quickbooks / other merchant account?

 

On Tue, Nov 7, 2023 at 1:57 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Oh!!!! I am so sorry, sheesh. 

 

If we notice a card starts to fail we will reach out to them to get a new one. We shouldn’t need to engage your team for that, unless a client is not replying to us consistently and we need support. 

 

From: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > 
Sent: Tuesday, November 7, 2023 10:54 AM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: Joey Taylor <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> >; Desiree A. <desiree.aranjo@thekey.com <mailto:desiree.aranjo@thekey.com> >; Dennis Fancy <dfancy@thekey.com <mailto:dfancy@thekey.com> >; Taylor Cleland <tcleland@thekey.com <mailto:tcleland@thekey.com> >
Subject: Re: Billing

 

H Elizabeth,

 

I believe Joey was referring to credit card / PAD account information changes. For example if a clients credit card expires does billing handle the update and client contact or is the field asked to step in?

 

On Tue, Nov 7, 2023 at 1:35 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Gotcha. 

 

For Calgary and Toronto the process is different because we invoice via NetSuite/Versapay. For those clients we integrate the Payer address/email, if there is one. In the absence of a Payer, the Client address/email is where invoices are sent. This is automated when you update ClearCare, as those changes integrate overnight. 

 

For Montreal, we invoice out of Quickbooks so I’d need to bring the Invoicing team/Randi (our accountant) to advise. 

 

For all others, the updates you make in CC should be instant and automatic. 

 

Elizabeth Clark 

Director, CI & Transformation

Long Term Care Insurance, Onboarding

 

TheKey

 

 

 

From: Joey Taylor <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> > 
Sent: Tuesday, November 7, 2023 10:32 AM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; Desiree A. <desiree.aranjo@thekey.com <mailto:desiree.aranjo@thekey.com> >; Dennis Fancy <dfancy@thekey.com <mailto:dfancy@thekey.com> >; Taylor Cleland <tcleland@thekey.com <mailto:tcleland@thekey.com> >
Subject: Re: Billing

 

Hey Elizabeth,

It would be for across Canada. Unless different provinces have different regulations concerning this? 

Thanks, 

 

On Tue, Nov 7, 2023 at 1:28 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Hi There

 

Happy to help. Can you tell me what URL/region of Canada this is for (Montreal vs Calgary)?

 

Elizabeth Clark 

Director, CI & Transformation

Long Term Care Insurance, Onboarding

 

TheKey

 

 

 

From: Joey Taylor <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> > 
Sent: Tuesday, November 7, 2023 10:27 AM
To: Elizabeth Clark <eclark@thekey.com <mailto:eclark@thekey.com> >; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >
Cc: Desiree A. <desiree.aranjo@thekey.com <mailto:desiree.aranjo@thekey.com> >; Dennis Fancy <dfancy@thekey.com <mailto:dfancy@thekey.com> >; Taylor Cleland <tcleland@thekey.com <mailto:tcleland@thekey.com> >
Subject: Billing

 

Good Afternoon Elizabeth,

I was wondering what the procedures were for an existing client who wants to update billing information. Does the Care Solutions team send out a PandaDoc for updated info to the client and upload it on ClearCare once it is complete? Or does the billing team call the client and verbally obtain the information and then it is managed within your system?

Thank you,


 

Joey Taylor

Regional Care Solutions Manager

514-907-5065

 <https://thekey.ca/> TheKey.ca  






 

-- 

Joey Taylor

Regional Care Solutions Manager

514-907-5065

 <https://thekey.ca/> TheKey.ca  






 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


 <https://www.thekey.com/> 

 




 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


 <https://www.thekey.com/>