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Create & Submit Q3 July 1st to Sept 30th 2023 Coops

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Jonnamae Jumawan, Medstar Jonnamae J.
Due on
Notes
Hello Jonnamae Jumawan, Medstar Jonnamae

Can you please create the coops reports for Kim And KP Aesthetics for the following July 1st to September 30th time period when you get a chance?

Q3 2023 time period - 07/01/23 to 09/30/23

We are behind on these tasks so please begin working on them right away.

Thank you. 

Comments & Events

Nicol Razon, Medstar
Hector Mota, Operations Manager at Medstar Hector hello!
I had a call with Kimberly today. She said you sent her a message saying she wasn't eligible for Coop in September. She wasn't clear as to why that was the case or, what she could do to fix that. 
She is going to have a meeting with her rep at the end of this week. Can you include in the report any reason why she was not eligible, please?
Hector Mota, Operations Manager at Medstar
Thank you JJ.

Nicol Razon, Medstar Nicol
For the last Q2 - April 1st to June 30th time period, I submitted her Coops for her. However, she did not have any funds available. I let her know on the email.
I did not send her an email saying she did not have any funds for September since we are doing those Coops now.
She did not have any funds available last quarter (Q2) because she did not earn enough Coolsculpting points. This time around, she has $5,000.00 available. I am going to submit them for her now. 

Received noticed from JJ that Co-ops reports for client {KP Aesthetics } was completed. I went ahead and prepared them to send to the client. Added dates, info, expenses and sent out to the client from Support inbox. Updated tasks, Co-ops spreadsheets. I will submit them as well. 
Hector Mota, Operations Manager at Medstar
I went ahead and submitted your Q3 2023 July 1st to September 30th Coolsculpting Co-ops reports for you. I filled out information, media detail, uploaded files, added dates, amounts, and submitted them for submission.

Kimberly, your reimbursement total is  $16,556.74 and you are set to receive back  $8,278.37
However, please keep in mind that you only have $5,000.00 total available so that should be what you will receive. 

I have attached a screenshot for your reference and record keeping.

Your reference # is #a4C3h000001QGhAEAW
 
Please let me know if you have any questions or if you need help with anything else.
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Nicol Razon, Medstar
Thank you for that clarification, Hector Mota, Operations Manager at Medstar Hector