RE: Fred Wicks

From
<eclark@thekey.com>
To
"'Cheryl Cartwright'" <ccartwright@thekey.com>, "'Michelle Hudgins'" <michelle.hudgins@thekey.com>, "'Taylor Cleland'" <tcleland@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>, "'Gerard Draetta'" <gerard.draetta@thekey.com>
CC
"'TheKey Billing'" <billing@thekey.com>, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>
Date
Mon, 20 Nov 2023 11
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_064A_01DA1BA4.E68D7E30 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl   Thanks for reaching out. I am looping Gerard into this thread as he = helped to add these notes to ClearCare.   Elizabeth Clark  Director, CI & Transformation Long Term Care Insurance, Onboarding   TheKey       From: Cheryl Cartwright   Sent: Monday, November 20, 2023 11:11 AM To: TheKey Billing ; Michelle Hudgins = ; Elizabeth Clark ; = Taylor Cleland ; Timothy Thomas Subject: Fred Wicks   Good Afternoon,   We went to schedule a shift for our Toronto client Fred Wicks and saw a = note on his file "NOT TO STAFF AS THE ACCOUNT IS PAST DUE AND TO CONTACT = COLLECTIONS"   Our office was never even informed this account was past due or = suspended and it made for an embarrassing call to our client. Is the = account actually overdue and can we have a better process for canceling = our clients because we don't always see the note on file until after we = get off the phone with them. I also think it would have been helpful if = we had been informed so one of us could have reached out to see about = payment.    We do need to know if this has been settled and if not I will reach out. =   Thanks,   Cheryl ------=_NextPart_000_064A_01DA1BA4.E68D7E30 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl &nbsp; Thanks for = reaching out. I am looping Gerard into this thread as he helped to add = these notes to ClearCare. &nbsp; Elizabeth&nbsp;Clark&nbsp; Director, CI &amp; = Transformation Long Term Care Insurance, = Onboarding &nbsp; TheKey &nbsp; &nbsp; &nbsp; From: Cheryl Cartwright = &lt;ccartwright@thekey.com&gt; Sent: Monday, November 20, = 2023 11:11 AM To: TheKey Billing &lt;billing@thekey.com&gt;; = Michelle Hudgins &lt;michelle.hudgins@thekey.com&gt;; Elizabeth Clark = &lt;eclark@thekey.com&gt;; Taylor Cleland &lt;tcleland@thekey.com&gt;; = Timothy Thomas &lt;tt@thekey.com&gt; Subject: Fred = Wicks &nbsp; <

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