RE: Billing for Contract Client

From
<kristy.poyner@thekey.com>
To
<eclark@thekey.com>, "'Cheryl Cartwright'" <ccartwright@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
CC
"'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>, "'Taylor Cleland'" <tcleland@thekey.com>, <gerard.draetta@thekey.com>, <lisa.barker@thekey.com>, <michelle.kenaga@thekey.com>, <stephanie.fuston@thekey.com>
Date
Wed, 8 May 2024 19:01:47 -0500
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0461_01DAA17A.2DD77D30 Content-Type: multipart/related; boundary="----=_NextPart_001_0462_01DAA17A.2DD7A440" ------=_NextPart_001_0462_01DAA17A.2DD7A440 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0463_01DAA17A.2DD7A440" ------=_NextPart_002_0463_01DAA17A.2DD7A440 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, =20 I wanted circle back here from our connect on May 1st. Stephanie has = created and faxed the attached summary for April billing based on = ClearCare data since billing is not yet integrated. Please note this = summary may look different than what can be provided once billing = integrates. Below are pending action items for this client population = based on our connect on May 1st. Please let us know if you need help = with completing these tasks. =20 Pending Action Items * Cheryl/Local office teams * Authorizations to be added to each Region of Waterloo client. * Existing unbilled schedules to be updated to include the = authorization. * Tag Region of Waterloo clients as =E2=80=98Monthly=E2=80=99 billing in = ClearCare. * Confirm if VersaPay system access is sufficient to view total due = amount summaries each month. =20 Questions * The contracts indicate a PO number should be included on invoices, but = I don=E2=80=99t see one called out in the contract or on this email = chain. @Cheryl Cartwright is this = something you can provide? =20 =20 Thank you, Kristy Poyner Billing Manager Kristy.Poyner@thekey.com=20 =20 =20 From: eclark@thekey.com =20 Sent: Tuesday, April 30, 2024 4:34 PM To: 'Cheryl Cartwright' ; 'Timothy Thomas' = Cc: 'Laszlo Kovacs' ; 'Taylor Cleland' = ; gerard.draetta@thekey.com; = kristy.poyner@thekey.com; lisa.barker@thekey.com; = michelle.kenaga@thekey.com; stephanie.fuston@thekey.com Subject: RE: Billing for Contract Client =20 Great, thank you! Our mailing service is not integrated and sends from = the US, which would take an additional 1 to 2 weeks to reach the client, = combined with 30-day terms that=E2=80=99s a hefty turn around time.=20 =20 If Michelle or Kristy are opposed and would rather use our system to = send we will have to dig into how to fax/email a manually generated = document (assuming we can), I am certainly not the decision maker here.=20 =20 Elizabeth Clark=20 Director =20 =20 =20 From: Cheryl Cartwright >=20 Sent: Tuesday, April 30, 2024 11:17 AM To: Timothy Thomas > Cc: Laszlo Kovacs >; Taylor Cleland >; eclark@thekey.com = ; gerard.draetta@thekey.com = ; kristy.poyner@thekey.com = ; lisa.barker@thekey.com = ; michelle.kenaga@thekey.com = ; stephanie.fuston@thekey.com = =20 Subject: Re: Billing for Contract Client =20 I currently mail out invoices for some clients. They are emailed to me = each week. We can definitely help with this process.=20 =20 I appreciate everything everyone is doing to help us with this.=20 =20 On Tue, Apr 30, 2024 at 1:06=E2=80=AFPM T

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