RE: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]

From
<eclark@thekey.com>
To
"'Dennis Fancy'" <dfancy@thekey.com>, "'Brian Boxall'" <bboxall@thekey.com>
CC
"'Marc Atkinson'" <billing@thekey.com>, <michelle.hudgins@thekey.com>, <lito.delapena@thekey.com>, <tt@thekey.com>, <kristy.poyner@thekey.com>, <jeannie.ortiz@thekey.com>, <cdixon@thekey.com>
Date
Wed, 2 Oct 2024 09:46:16 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_014F_01DB14AF.ED5ED8D0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0150_01DB14AF.ED5ED8D0" ------=_NextPart_001_0150_01DB14AF.ED5ED8D0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Dennis & Tim =20 If a client is exempt from Tax, the =E2=80=9Ccharge tax=E2=80=9D box = should be unchecked in CC. We shouldn=E2=80=99t be managing that via a = manually maintained list, are we aligned there? =20 =20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Finance Onboarding & Experience Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 =20 From: Dennis Fancy =20 Sent: Wednesday, October 2, 2024 9:17 AM To: Brian Boxall Cc: Marc Atkinson ; michelle.hudgins@thekey.com; = lito.delapena@thekey.com; tt@thekey.com; eclark@thekey.com; = kristy.poyner@thekey.com; jeannie.ortiz@thekey.com; cdixon@thekey.com Subject: Re: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public = Insurance - Reconciliation of All Invoices & Payments Made - [#964597] =20 Hi Marc, =20 Tax (5% GST) is always billed to the insurance company (Manitoba Public = Insurance). The only clients exempt from tax are those enrolled in Self = and Family Managed Care. You and your team have a current list of those = individuals. =20 Please let me know if you require any further information. =20 Sincerely, Dennis Fancy, BSP General Manager (204) 489-6000 =09 TheKey.ca =20 =20 =20 On Wed, Oct 2, 2024 at 9:30=E2=80=AFAM Brian Boxall > wrote: Hi Marc, =20 Dennis is reviewing some historical MPI cases to ensure we are operating = in a consistent manner, and we will follow up by the end of day. =20 On Tue, Oct 1, 2024 at 1:00=E2=80=AFPM Marc Atkinson > wrote: Hi Brian, =20 We are still working on correcting the invoicing for Jagjit Dhaliwal. = Also, we need to reconcile the account for Beverly Filatow. =20 Can you please confirm 100% that MPI is paying the 5% GST for Jagjit = Dhaliwal and Beverly Filatow and that neither client should have been = charged any taxes in any capacity? Can you also please confirm that this = was the case from the very beginning? =20 Can you also please confirm that the remaining balances on the attached = two invoices for Jagjit were due to over-scheduling and are to be = credited in full? Moving forward, please confirm that both clients = Jagjit Dhaliwal and Beverly Filatow are only to be scheduled within the = approved hours of Manitoba Public Insurnace?=20 =20 Also, can you please confirm that we need to update the billing = authorization for Jagjit to reflect a maximum coverage amount from MPI = for $5,609.00 monthly from 4/1/24? Please see below. This is the most = recent correspondence sent from Sheri Adams at MPI stating that his = coverage amount is $5,609.00 monthly, but our authorization was setup to = reflect $5,419.00 monthly. We are going t

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