This is a multipart message in MIME format. ------=_NextPart_000_0808_01DA9C74.74EC17E0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0809_01DA9C74.74EC17E0" ------=_NextPart_001_0809_01DA9C74.74EC17E0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yep understood, simply stating that when Joey determines who the primary = should be, the others (if they need invoices too) can be set up as = =E2=80=9Cemail invoices=E2=80=9D. Those are the ones we add to Versapay, = which is what I thought you were asking Alyson.=20 =20 From: Timothy Thomas =20 Sent: Thursday, May 2, 2024 8:24 AM To: eclark@thekey.com Subject: Re: CAD Email #1 Communication - 04/19/2024 =20 Hi Liz, =20 I think the issue with most of these records is that they've been = clients a long time and their payor information was only ever saved in = Quickbooks. It was never moved back into Clearcare. Therefore we don't = know how the primary payor is if they have multiple emails in the QB = account. =20 On Thu, May 2, 2024 at 11:20=E2=80=AFAM > wrote: Hi Tim- * If there is a =E2=80=9CPayer=E2=80=9D contact marked in ClearCare, = this is the email invoices and statements will be sent to. This contact = flows from Clearcare to Versapay nightly through an integration so you = can change it daily, and it will flow automatically.=20 o If the =E2=80=9CPayer=E2=80=9D has no email, but has an address = listed, we will mail invoices/statements to that address. * If there is no =E2=80=9CPayer=E2=80=9D on file, invoices and = statements will be sent to the Email listed in the Customer Profile. = When there is no payer, this contact flows from Clearcare to Versapay = nightly through an integration so you can change it daily, and it will = flow automatically. o If the Customer has no email, but has an address listed, we will mail = invoices/statements. If additional contacts should receive invoices, check the =E2=80=9CEmail = Invoices=E2=80=9D box in the Contact record for that respective contact. * Email Invoice Contacts are added once, when the client is newly = activated.=20 * If you add/adjust those after the start of care, email = Billing@TheKey.com to notify us so we can = add those for you later in the client lifecycle. * NO other contacts will be added to Versapay unless the team reaches = out to the Help Desk.=20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Long Term Care Insurance Onboarding Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =09 =20 =20 =20 =20 From: Alyson Rohane >=20 Sent: Thursday, May 2, 2024 7:18 AM To: Timothy Thomas > Cc: Lito Delapena >; eclark@thekey.com = ; Joey Taylor >; Laszlo Kovacs = >; = gerard.draetta@thekey.com =20 Subject: Re: CAD Email #1 Communication - 04/19/2024 =20 Yes, we can add them as additional email recipients to receive the = invoices in Versapay.=20 =20 On May 2, 2024, at 6:29=E2=80=AFAM, Timothy Thom