Re: 146272 Susan "Sue" Pinder - Add Credit Card Information to VP For Autopay & Process Payment on Open Invoices - [#949918]

--0000000000000b9d670621de21f5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Understood. They will need to sign a new client agreement as this is a migrated client 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 wr= ote: > Hi Kristal, > > Just to clarify here. The decision to allow the client to not be on > autopay 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 cop= y > here. > > Also, we just noticed that there is no CCA uploaded into Clearcare for > this 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 services= . > Cathy Saari in our Billing Help Desk team brought this particular issue t= o > 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 requests 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 > never processed a payment for this client out of VP. > - The client's credit card has expired, so we can no longer process any > payments. Unfortunately, we cannot locate the full card information, so > just 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 new > 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 > because she does not want to pay the 2.7% fee. She did tell Kristal that > she would use the card if we waive the fee. She also does not want to > supply us with the client's PAD, stating that she needs to "cross > reference" the invoices prior to funds being debited. > > She is offering to pay via E-transfer, but that would acquire approval > from the both of you. The client's weekly spend is $936.00. > > Do the both of you approve of allowing POA Linda to make payments via > E-transfer and not be on autopay? > > Thank you! > > > > > On Wed, 11 Sep at 2:07 PM , Kristal Parris > wrote: > Hi Marc, > > Thank you for clarifying. > I will leave this with Timon on the decision to waive the surch