THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: May 20, 2005 02:37 PM Friday; Rod Welch

Called Lyn at Doctor Olsen's office about payments and work schedule.

1...Summary/Objective


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CONTACTS 

SUBJECTS
Scope of Work Priority Payments Work Plan to Fit Budget

0403 -
0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 2 MM5O, ref SDS 1 0000.
040502 -
040503 - Millie and I discussed Steve's proposed scope of work presented by Lyn
040504 - on 050518. ref SDS 1 F85G
040506 -  ..
040507 - Millie feels payment for the initial work of $2,600 for deep cleaning
040508 - and root canal can be issued next week when the invoice is received,
040509 - and as discussed with Steve yesterday, ref SDS 2 MN31, and, also, with
040510 - Lyn. ref SDS 2 FF33
040512 -  ..
040513 - She asked about negotiating reduced costs?   Yesterday, Steve was not
040514 - forth coming on the request for price relief to fit budget
040515 - limitations. ref SDS 2 MM6R
040517 -  ..
040518 - Steve's suggestion for minimal follow up work to repair two crowns
040519 - that will increase the total cost to $6K, shown in the record
040520 - yesterday, ref SDS 2 A45F, still seems way beyond reach.
040522 -  ..
040523 - Review of Steve's work plan on 050518 seems to indicate that work on
040524 - only the 2 crowns would increase cost to $5K, since each cost $1,185.
040525 - ref SDS 1 J87K rather than $6K.
040527 -  ..
040528 - Millie asked if this payment of $2,300 for the 2 crowns could be made
040529 - in the July payables cycle, rather than immediate, as Steve is
040530 - demanding for the initial work, per Lyn yesterday. ref SDS 2 FF3F
040532 -  ..
040533 - We decided to propose doing only the 2 crowns, and to defer payment
040534 - until July, and if Steve feels this is unacceptable, then we can defer
040535 - the work until July, so that Steve feels secure about getting paid for
040536 - services rendered.
040537 -
040539 -  ..
0406 -
0407 -
0408 - 1541
0409 -
040901 - Lyn called.
040902 -
040903 - We discussed work plans and payments, doing 2 crowns at a cost of
040904 - another $2,300, increasing total costs to $5K, with final payment in
040905 - the July payables cycle, per above. ref SDS 0 VX7F
040907 -  ..
040908 - Lyn said she had discussed this with Steve, and got the impression he
040909 - is open to limiting additional work at this time by repairing only the
040910 - 2 crowns discussed yesterday. ref SDS 2 A45F  Non-emergency work shown
040911 - in Lyn's schedule submitted on 050516, ref SDS 1 IS6F, will cost about
040912 - $4,400.
040914 -  ..
040915 - Lyn will call next week to schedule this work.
040916 -
040917 -     [On 050525 Lyn scheduled work on the 2 crowns to be performed on
040918 -     050615. ref SDS 3 0001
040919 -
040920 -     [On 050707 Doctor Lam completed work repairing two crowns that had
040921 -     catastophic failure. ref SDS 4 QT5I  Lyn will call in August to
040922 -     inquire about scheduling additional work. ref SDS 4 4W6M
040923 -
040924 -
040925 -
040926 -
040927 -
0410 -