----==_mimepart_66e351ec2190f_1d03fa9c86c8de0486838 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Kristal, Linda Creighton called in and spoke with Alexis in our Bi= lling Help Desk and Alexis then notified me that she wanted to speak with= me. I have not yet called her back, because there is more to get res= olved other than Billing Help Desk adding in the card information. Ideall= y, we need to obtain the new CCA and a new PAF. Can you please confir= m if your office has spoken with her regarding these matters, as of yet? = If you want me to call her back to attempt to obtain the card information= and to process payment on the overdue invoices, please let us know. = Thank you! = = On Wed, 11 Sep at 4:49 PM , Kristal Parris = wrote: = Hi Marc, = = Understood. = = They will need to sign a new client agreement as this is a migrated clie= nt from Mavencare so there are no electronic copies of their documents. = = We are working on this with the family to get this all aligned. = = Kristal Parris RN, BScN Client Success Manager TheKey LLC Email: Kristal= .Parris@thekey.com Website: Thekey.com = = = = On Wed, Sep 11, 2024, 3:24=E2=80=AFPM Marc Atkinson = wrote: = = = = = Hi Kristal, = = Just to clarify here. The decision to allow the client to not be on auto= pay and/or to pay via e-transfer would need to be made by Tim Thomas and = our Order to Cash Director Laszlo Kovacs. I just put them both on copy he= re. = = Also, we just noticed that there is no CCA uploaded into Clearcare for t= his client. Can your office please get this uploaded as soon as possible?= We need to have the client's contact on file if we are providing service= s. Cathy Saari in our Billing Help Desk team brought this particular issu= e to your attention on 9/4 and 9/5. = = Hi Tim and Laszlo, = = Please reference for Toronto client Susan "Sue" Pinder 146272 / https://= torontohca.clearcareonline.ca/clients/1000000000040435/. Please see below= for some background information on this case along with the current requ= ests of the client's POA Linda Creighton: = = - We do not have an acive CCA and PAF on file in Clearcare. = - After the integration into Netsuite and Versapay, payments were being = processed through Stripe and posted onto the client's account. We have ne= ver processed a payment for this client out of VP.=C2=A0 = - The client's credit card has expired, so we can no longer process any = payments. Unfortunately, we cannot locate the full card information, so j= ust having the new expiration date is not going to allow us to enter the = card into VP. I did ask around when this matter was first brought to our = attention a few weeks back, but I was unable to get an answer from other = departments regarding the card information. = - I connected with Kristal to see if we could get Linda to complete a ne= w PAF and send it back to us, but she has yet to do so. = = According to Kristal, Linda now wants to not be on autopay with the card