Re: Toronto/Calgary PAD clients

--000000000000b6f54e060bcb7715 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl, Thank you for the heads up, I updated the spreadsheet for those who's PAD documentation was loaded into Clear Care. Below are the remaining Toronto clients who we will still need an updated PAD form for. Client Transit No Instituiton No Acct No 146224 Geraldine (Geri) Clever Not in CC Not in CC Not in CC 146264 Richard Belshaw Not in CC Not in CC Not in CC 146305 Anna Morgan Not in CC Not in CC Not in CC 146220 Tanzil-Ur-Rehman Muahammad Not in CC Not in CC Not in CC 146244 Anna Jeffrey Not in CC Not in CC Not in CC THank you, Lito Delapena Help Desk Manager * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Tue, Dec 5, 2023 at 3:00=E2=80=AFPM Cheryl Cartwright wrote: > Hi Lito, > > We uploaded them into clear care last week. Let me know if you don=E2=80= =99t see > them. > > Cheryl > > On Tue, Dec 5, 2023 at 6:59=E2=80=AFPM Lito Delapena > wrote: > >> Hi Cheryl, >> >> Would you happen to have an update regarding the Toronto clients we were >> missing documentation for? >> >> Thank you, >> >> Lito Delapena >> Help Desk Manager >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Wed, Nov 29, 2023 at 1:07=E2=80=AFPM Timothy Thomas w= rote: >> >>> Agreed, Alyson/Elizabeth and I will work on a plan for sunsetting >>> E-transfer once we're done with the Versapay launch. >>> >>> On Wed, Nov 29, 2023 at 2:17=E2=80=AFPM Chuck Terlesky >>> wrote: >>> >>>> If you are planning to sunset etransfer then some form of communicatio= n >>>> should be sent out well in advance. These clients have chosen to use >>>> etransfer for many reasons, mostly they want to control the payments a= nd >>>> they don't want to have anyone have access to their bank accounts. Wit= h >>>> proper communication and time to adjust to the new way of payments, th= is >>>> can be overcome. >>>> >>>> On Wed, Nov 29, 2023 at 11:53=E2=80=AFAM Cheryl Cartwright >>> ccartwright@thekey.com> wrote: >>>> >>>>> Hi Lito, >>>>> >>>>> A few of the Toronto ones we can get PAD's for but others are paid by >>>>> Veterans Affairs or by credit card and will not change over to PAD fo= r >>>>> various reasons. But we will work on the ones here we can and get you= some >>>>> PAD's. >>>>> >>>>> Cheryl >>>>> >>>>> On Wed, Nov 29, 2023 at 11:02=E2=80=AFAM Chuck Terlesky >>>>> wrote: >>>>> >>>>>> Hi Lito, >>>>>> >>>>>> For Calgary, the highlighted clients pay by e-transfer as they do no= t >>>>>> want to use PAD for their accounts. The one WCB highlighted is the >>>>>> Workman's Compensation Board - they are government pay and they don'= t >>>>>> require any payment information. Hilary Dickerson is being discussed= right >>>>>> now with Michelle Hudgins to switch payments or continue with cheque= . >>>>>> >>>>>> I hope this helps