--0000000000002f0a2105eb8c8cd8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Copying Tim on this. Can we set up a quick meeting next week to discuss? I'll consult calendars and send invites. Thanks Sandra Daoust *Gestionnaire des finances/Finance Manager - Canada* Tel: 514.907.5065 | Fax: 514.221.4265 sdaoust@homecareassistance.com | Homecareassistancemontreal.ca On Fri, Oct 21, 2022 at 10:43 AM Gary Scott wrote: > Please read below. > > Sandra - we need to take the same approach in Canada. > > Interest charges can come with NetSuite moves and will not apply to billi= ng > outside of NetSuite, unless functionality exists. > > Please let me know any questions or thoughts. > > Gary > > -----Original Message----- > From: Tad Smith > Sent: Friday, October 21, 2022 10:27 AM > To: Melissa Reyes ; Angie Markwell > ; Matt Neal ; Chen Xie > ; Mitch Belitz ; Gary Scott > ; Ken Citron ; Ethan Stein > ; Kirk Hayes ; > Aileen > Ruffin ; Nina Kani ; > Mitchell Belitz > Cc: Geraldine Nath ; Tad Smith > > Subject: Re: MEETING TODAY ON CREDIT CHANGES FOR FIELD AND SALES > > My view is that clients who take our services and do not pay for them are > not real clients. Fortunately, we have a number of unused tools to fix > this > problem promptly. We simply cannot afford to be our clients=E2=80=99 ban= ker =E2=80=94 and > certainly not a banker to hospitals, doctors, hospice centers and the lik= e. > > Here is a list of the policies that we are considering implementing: > > 1) as of November 1, we will charge interest of 1.5% per month on all > balances that are past due more than 30 days. This excludes the > institutional portion of AOB for which we are chasing the insurance > companies, but includes the private pay portion. > > 2) effective immediately, we will no longer accept Workers Comp business > without the approval of the CEO. > > 3) effective immediately, we will no longer accept any payment terms by > institutions that exceed net 30 days without the approval of the CEO. > Moreover, beginning by Jan 1st, all existing contracts need to be in > compliance with the new net 30 day terms =E2=80=94 so everyone has until = the end of > the year to negotiate adjustments. > > 4) effective immediately, we no longer accept checks from private pay > clients =E2=80=94 even where there is partial payment from an AOB situati= on =E2=80=94 > without the approval of the CEO. All of these need to be ACH or credit > card. > > 5) Kirk Hayes and Gary Scott have proposed new LTC rules and processes fo= r > the organization =E2=80=94 we will discuss and implement these by Novembe= r 1. It > is > essential that we also activate ClearCare=E2=80=99s split pay feature on = all AOB > clients =E2=80=94 both current and future =E2=80=94 and we need a process= for this to be > rolled out immediately. CRITICAL TO THESE PROCEDURES IS THAT THE FIELD A= ND > SALES MUST HAVE APPROVAL FROM FINANCE BEFORE ACCEPTING AOB ON A CLIENT. > > 6) Effective immed