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Territory: BMS Month: « Mar 2026 » Company: all Ticket: all User: fdrewett [x] Type: all Role: all Bill: all Timesheet: all  3/2 3/9 3/16 3/23 3/30 Board: all Entry Status: all Ticket Status: all Issue: Notes longer than 500 characters [x] [reset] Progress: 0% (0 of 3)

row id Terr Company User Date Day Start End Actual Billed Deduct Inv Amt Work Type Work Role Bill Timesheet Board Entry Status Ticket Status Ticket # Ticket Summary Int Notes Audit Done Audit Notes Notes # issues all issues errors warnings notices
1 36410 BMS SVC fdrewett 3/10 3:30 pm 4:15 pm 0.75 0.75 0 93.75 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71691 Medicare Connectivity Questions 0 Reviewed CMS HETS Trading Partner Agreement \(TPA\) Appendix C – Connectivity with client. Investigated connectivity options \(Extranet vs. Internet\), X.509 digital certificate requirements, and how HETS connectivity relates to client's M365 environment. Researched client's practice management software \(CrystalPM\) and determined that CrystalPM uses Trizetto as its clearinghouse for 270/271 Medicare eligibility transactions. Trizetto is already an established HETS trading partner and handles HETS connectivity on the client's behalf — meaning a direct HETS TPA is likely not required for their current setup. Advised client to verify with the party who initiated the TPA request \(CMS, consultant, or other\) to confirm whether a direct connection is actually needed before proceeding with obtaining an X.509 certificate or submitting this form. Provided MCARE Help Desk contact \(866-324-7315\) for follow-up. Time: 0.75 hrs 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
2 37325 BMS TFF fdrewett 3/24 11:00 am 11:30 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72985 Fwd: The Forensic Firm / blocked email 0 Hi Kathy, I took a look at the domain health for jgentrylaw.com and the issue is on their end — they are missing DMARC and SPF records, which causes many mail servers to block or reject their outgoing emails as potential spam or spoofing. This is something their IT department or email provider will need to resolve. They'll need to set up proper SPF and DMARC DNS records for jgentrylaw.com. Until that's corrected, you may continue seeing delivery issues from their domain. Feel free to forward this along to Christine at The Gentry Law Firm so she can pass it to her IT contact. Let me know if you have any other questions! Frank Drewett Ambitions Consulting Group ![\[image\]](https://na.myconnectwise.net/v4_6_release/api/newinlineimages/ambitionscg/07ab51be-01dc-45cc-9f4e-8d06b39ccb56/1c7649cc-f5e3-4ac9-b3ea-ed734c438ef3) https://mxtoolbox.com/emailhealth/jgentrylaw.com/ 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
3 37428 BMS BMS fdrewett 3/25 10:45 am 11:00 am 0.25 0.30 0 - Correspondence NC Standard Technician NoCharge 3/23 Help Desk 2.1 WrittenOff -Closed 73180 Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu 0 Hi Liam, Thank you for reaching out — no worries on the delay, I appreciate you picking this up. Happy to answer your questions: • Surviving company: Ambitions Consulting Group \(ACG\) • M&A stage: Completed • Points of contact / signers: - Black Moon Systems: Frank Drewett \(Owner\) — fdrewett@ambitionsgroup.com / 505-273-9685 - Ambitions Consulting Group: Lucas Rael \(Owner\) — lrael@ambitionsgroup.com • Primary contact on ACG account: Lucas Rael — lrael@ambitionsgroup.com. Please let me know if you need anything additional from him to move forward. • Closing date: We'd like to get this completed as quickly as possible — ideally before our next renewal date. Please let me know if you need a specific date and I can coordinate. Thanks Frank 4 Errors: Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS'; Notices: Bill: Status = 'NoCharge', Notes: Notes longer than 500 characters Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS' Bill: Status = 'NoCharge', Notes: Notes longer than 500 characters

Legend:
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Error (2)
Warning (0)
Notice (4)


Errors

Field Message Count
Billed  Billed time not rounded to 15 minutes  1
Company  Company = 'BMS'  1
Total  2


Notices

Field Message Count
Bill  Status = 'NoCharge'  1
Notes  Notes longer than 500 characters  3
Total  4


36410 - fdrewett - 3/10 3:30 pm - 71691 - Medicare Connectivity Questions
Notes longer than 500 characters

37325 - fdrewett - 3/24 11:00 am - 72985 - Fwd: The Forensic Firm / blocked email
Notes longer than 500 characters

37428 - fdrewett - 3/25 10:45 am - 73180 - Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu
Company = 'BMS'
Billed time not rounded to 15 minutes
Status = 'NoCharge'
Notes longer than 500 characters