RE: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo

Good morning Kristy,

The mockup invoice looks fine and addresses all the criteria.

I have not received any additional faxes. If this mock-up could be applied to both the April and May invoices, that would be great.

Thanks,

Jo Wilson, BScPSY(Hons), GradCertSocImp
My pronouns are: she/her
Coordinator, Homemaking Services Program
Seniors' Services
Community Services, Region of Waterloo
247 Franklin Street North
Kitchener Ontario, N2A 1Y5
Ph: 519-893-8494 x6342, TTY: 519-575-4608
Cell: 519-504-5762
Fax: 519-896-5410

joawilson@regionofwaterloo.ca<mailto:joawilson@regionofwaterloo.ca>
we serve, we engage, we inspire

[Description: Description: Description: Twitter icon]<https://twitter.com/RegionWaterloo?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor>[Description: Description: Description: Facebook icon]<https://www.facebook.com/RegionWaterloo>[Description: Description: Description: LinkedIn icon]<https://www.linkedin.com/company/region-of-waterloo>

Confidentiality Notice:  This email correspondence (including any attachments) may contain information which is confidential and/or exempt from disclosure under applicable law, and is intended only for the use of the designated recipient(s) listed above.  Any unauthorized use or disclosure is strictly prohibited.  If you are not the intended recipient, or have otherwise received this message by mistake, please notify the sender by replying via email, and destroy all copies of this original correspondence (including any attachments).  Thank you for your cooperation.

From: kristy.poyner@thekey.com <kristy.poyner@thekey.com>
Sent: Thursday, June 27, 2024 8:30 PM
To: Jo Wilson <JoAWilson@regionofwaterloo.ca>; 'Timon Page' <timon.page@thekey.com>
Cc: Matilda Kress <makress@regionofwaterloo.ca>; Bethany Galbraith <BGalbraith@regionofwaterloo.ca>; 'Timothy Thomas' <tt@thekey.com>; 'Stephanie Fuston' <stephanie.fuston@thekey.com>; 'Michelle Schefter' <michelle.kenaga@thekey.com>; 'TheKey Billing' <billing@thekey.com>
Subject: RE: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo

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Hi Jo,

We have added an invoice number to the existing invoice summary. Snip below for reference. April and May documents have already been refaxed. Can you please confirm if you received these documents?

To confirm, is it accurate that with the addition of the invoice number, mockup attached for reference, all requirements for the invoice summary and itemized breakdown are met and no additional documentation is needed?

[cid:image005.jpg@01DAC939.4A6C2090]

Thank you,
Kristy Poyner
Billing Manager
Kristy.Poyner@thekey.com<mailto:Kristy.Poyner@thekey.com>
[TheKey]<https://homecareassistance.com/>

From: Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>>
Sent: Thursday, June 27, 2024 2:42 PM
To: Timon Page <timon.page@thekey.com<mailto:timon.page@thekey.com>>
Cc: Matilda Kress <makress@regionofwaterloo.ca<mailto:makress@regionofwaterloo.ca>>; kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>; Bethany Galbraith <BGalbraith@regionofwaterloo.ca<mailto:BGalbraith@regionofwaterloo.ca>>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>; Stephanie Fuston <stephanie.fuston@thekey.com<mailto:stephanie.fuston@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; TheKey Billing <billing@thekey.com<mailto:billing@thekey.com>>
Subject: Re: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo

Thanks Timon, much appreciated.

Kind regards.
Jo
________________________________
From: Timon Page <timon.page@thekey.com<mailto:timon.page@thekey.com>>
Sent: Thursday, June 27, 2024 2:20:05 PM
To: Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>>
Cc: Matilda Kress <makress@regionofwaterloo.ca<mailto:makress@regionofwaterloo.ca>>; kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com> <kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>>; Bethany Galbraith <BGalbraith@regionofwaterloo.ca<mailto:BGalbraith@regionofwaterloo.ca>>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>; Stephanie Fuston <stephanie.fuston@thekey.com<mailto:stephanie.fuston@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; TheKey Billing <billing@thekey.com<mailto:billing@thekey.com>>
Subject: Re: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo

CAUTION! EXTERNAL SENDER
Were you expecting this email? TAKE A CLOSER LOOK. Is the sender legitimate?
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Yes, apologies for that.  And understood.

Best regards,
Timon Page
General Manager, Ontario
Please note my email address has changed:
timon.page@thekey.com<mailto:timon.page@thekey.com>
Mobile: (437) 223-0841
TheKey.com<https://thekey.com/>

[https://signature.thekey.com/img/tk_logo_byhca_sig.png]<https://thekey.com/>


On Thu, Jun 27, 2024 at 1:55 PM Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>> wrote:

Hi Timon,



Thanks for clarifying.



This type of itemized list would work, however we would need to ensure that the total amount of this itemized list matches what billing provides in the summary. Specifically, mileage should not be listed. As it is currently, the amount is incorrect as $232.75 has been added for mileage in addition to the $38.50 hourly rate.



As a friendly reminder, please refrain from sending client names via email for privacy purposes. Here’s our fax number again for quick reference: 519-896-5410.



Thanks so much,



Jo Wilson, BScPSY(Hons), GradCertSocImp

My pronouns are: she/her

Coordinator, Homemaking Services Program

Seniors' Services

Community Services, Region of Waterloo

247 Franklin Street North

Kitchener Ontario, N2A 1Y5

Ph: 519-893-8494 x6342, TTY: 519-575-4608

Cell: 519-504-5762

Fax: 519-896-5410



joawilson@regionofwaterloo.ca<mailto:joawilson@regionofwaterloo.ca>

we serve, we engage, we inspire



[Description: Description: Description: Twitter icon]<https://twitter.com/RegionWaterloo?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor>[Description: Description: Description: Facebook icon]<https://www.facebook.com/RegionWaterloo>[Description: Description: Description: LinkedIn icon]<https://www.linkedin.com/company/region-of-waterloo>



Confidentiality Notice:  This email correspondence (including any attachments) may contain information which is confidential and/or exempt from disclosure under applicable law, and is intended only for the use of the designated recipient(s) listed above.  Any unauthorized use or disclosure is strictly prohibited.  If you are not the intended recipient, or have otherwise received this message by mistake, please notify the sender by replying via email, and destroy all copies of this original correspondence (including any attachments).  Thank you for your cooperation.



From: Timon Page <timon.page@thekey.com<mailto:timon.page@thekey.com>>
Sent: Thursday, June 27, 2024 11:41 AM
To: Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>>
Cc: Matilda Kress <makress@regionofwaterloo.ca<mailto:makress@regionofwaterloo.ca>>; kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>; Bethany Galbraith <BGalbraith@regionofwaterloo.ca<mailto:BGalbraith@regionofwaterloo.ca>>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>; Stephanie Fuston <stephanie.fuston@thekey.com<mailto:stephanie.fuston@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; TheKey Billing <billing@thekey.com<mailto:billing@thekey.com>>
Subject: Re: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo



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Understood. This was meant to satisfy the itemized list of clients served piece. Apologies for not clarifying. The summary would come from billing. Would that work for you?


Timon Page

General Manager, Ontario

Please note my email address has changed:

timon.page@thekey.com<mailto:timon.page@thekey.com>

Mobile: (437) 223-0841

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



[https://signature.thekey.com/img/tk_logo_byhca_sig.png]<https://thekey.com/>





On Thu, Jun 27, 2024 at 10:22 AM Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>> wrote:

Hi Timon,

If the format could please be like the example invoice attached that would be great. We need a cover page with one invoice number and a summary of total hours completed, along with the hourly rate in Canadian dollars only. This should be followed with an itemized list of clients serviced.

The mileage listed should be included in the agreed hourly rate of $38.50.



Thanks,



Jo Wilson, BScPSY(Hons), GradCertSocImp

My pronouns are: she/her

Coordinator, Homemaking Services Program

Seniors' Services

Community Services, Region of Waterloo

247 Franklin Street North

Kitchener Ontario, N2A 1Y5

Ph: 519-893-8494 x6342, TTY: 519-575-4608

Cell: 519-504-5762

Fax: 519-896-5410



joawilson@regionofwaterloo.ca<mailto:joawilson@regionofwaterloo.ca>

we serve, we engage, we inspire



[Description: Description: Description: Twitter icon]<https://twitter.com/RegionWaterloo?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor>[Description: Description: Description: Facebook icon]<https://www.facebook.com/RegionWaterloo>[Description: Description: Description: LinkedIn icon]<https://www.linkedin.com/company/region-of-waterloo>



Confidentiality Notice:  This email correspondence (including any attachments) may contain information which is confidential and/or exempt from disclosure under applicable law, and is intended only for the use of the designated recipient(s) listed above.  Any unauthorized use or disclosure is strictly prohibited.  If you are not the intended recipient, or have otherwise received this message by mistake, please notify the sender by replying via email, and destroy all copies of this original correspondence (including any attachments).  Thank you for your cooperation.



From: Timon Page <timon.page@thekey.com<mailto:timon.page@thekey.com>>
Sent: Thursday, June 27, 2024 10:06 AM
To: Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>>
Cc: Matilda Kress <makress@regionofwaterloo.ca<mailto:makress@regionofwaterloo.ca>>; kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>; Bethany Galbraith <BGalbraith@regionofwaterloo.ca<mailto:BGalbraith@regionofwaterloo.ca>>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>; Stephanie Fuston <stephanie.fuston@thekey.com<mailto:stephanie.fuston@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; TheKey Billing <billing@thekey.com<mailto:billing@thekey.com>>
Subject: Re: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo



CAUTION! EXTERNAL SENDER
Were you expecting this email? TAKE A CLOSER LOOK. Is the sender legitimate?
DO NOT click links or open attachments unless you are 100% sure that the email is safe.

Hi Jo



Please see attached document. It is a draft of the summary we discussed on our meeting and if it satisfies your criteria, I can send it every month moving forward.



Best regards,

Timon Page

General Manager, Ontario

Please note my email address has changed:

timon.page@thekey.com<mailto:timon.page@thekey.com>

Mobile: (437) 223-0841

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



[https://signature.thekey.com/img/tk_logo_byhca_sig.png]<https://thekey.com/>





On Thu, Jun 27, 2024 at 9:50 AM Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>> wrote:

Good Morning all,



Our accounts team have asked for only one invoice number per monthly invoice submitted, with no reference to any other invoice numbers.



Please refer to previous correspondence and the attached invoice example. Please ensure that there is a cover page with hours completed along with the hourly rate in Canadian dollars only. This should be followed with an itemized list of clients serviced.



In regards to statutory holidays, please reschedule visits that fall on these days so we do not incur additional charges to the program.



Please send the completed invoices for both April and May as soon as possible so these can be processed. Please be mindful that the June invoice is also due by 7th July.



Thanks,



Jo Wilson, BScPSY(Hons), GradCertSocImp

My pronouns are: she/her

Coordinator, Homemaking Services Program

Seniors' Services

Community Services, Region of Waterloo

247 Franklin Street North

Kitchener Ontario, N2A 1Y5

Ph: 519-893-8494 x6342, TTY: 519-575-4608

Cell: 519-504-5762

Fax: 519-896-5410



joawilson@regionofwaterloo.ca<mailto:joawilson@regionofwaterloo.ca>

we serve, we engage, we inspire



[Description: Description: Description: Twitter icon]<https://twitter.com/RegionWaterloo?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor>[Description: Description: Description: Facebook icon]<https://www.facebook.com/RegionWaterloo>[Description: Description: Description: LinkedIn icon]<https://www.linkedin.com/company/region-of-waterloo>



Confidentiality Notice:  This email correspondence (including any attachments) may contain information which is confidential and/or exempt from disclosure under applicable law, and is intended only for the use of the designated recipient(s) listed above.  Any unauthorized use or disclosure is strictly prohibited.  If you are not the intended recipient, or have otherwise received this message by mistake, please notify the sender by replying via email, and destroy all copies of this original correspondence (including any attachments).  Thank you for your cooperation.



From: Matilda Kress <makress@regionofwaterloo.ca<mailto:makress@regionofwaterloo.ca>>
Sent: Thursday, June 27, 2024 6:43 AM
To: kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>; Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>>; Bethany Galbraith <BGalbraith@regionofwaterloo.ca<mailto:BGalbraith@regionofwaterloo.ca>>
Cc: 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>; 'Timon Page' <timon.page@thekey.com<mailto:timon.page@thekey.com>>; Stephanie Fuston <stephanie.fuston@thekey.com<mailto:stephanie.fuston@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; TheKey Billing <billing@thekey.com<mailto:billing@thekey.com>>
Subject: Re: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo



Good morning all

I add Bethany Galbraith to this email as she is currently covering for me as the manager. I know today is not an option over lunch and I believe that Bethany is off tomorrow. Do you have other options to meet today?

Thank you

Matilda

________________________________

From: kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com> <kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>>
Sent: Wednesday, June 26, 2024 10:45:18 PM
To: Jo Wilson <JoAWilson@regionofwaterloo.ca<mailto:JoAWilson@regionofwaterloo.ca>>; Matilda Kress <makress@regionofwaterloo.ca<mailto:makress@regionofwaterloo.ca>>
Cc: 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>; 'Timon Page' <timon.page@thekey.com<mailto:timon.page@thekey.com>>; Stephanie Fuston <stephanie.fuston@thekey.com<mailto:stephanie.fuston@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; TheKey Billing <billing@thekey.com<mailto:billing@thekey.com>>
Subject: TheKey Monthly Summary Documentation and Invoices | Region of Waterloo



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Hi Jo and Matilda,



I hope you’re having a wonderful week! I wanted to reach out directly to clarify and work through the requirements for our Region of Waterloo summary documents and invoices.



Do either of you have availability to connect on Thursday 6/27 between 12 PM – 1 PM EST,  or Friday 6/28 between 10:30 AM – 1 PM EST? If neither of these time frames work for you, please let us know your availability this week or next week and we will adjust to accommodate.



Thank you,

Kristy Poyner

Billing Manager

Kristy.Poyner@thekey.com<mailto:Kristy.Poyner@thekey.com>

[TheKey]<https://homecareassistance.com/>