Re: FW: Auto Pay - CAD & Midwest

From
Lito Delapena <lito.delapena@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
eclark@thekey.com, Laszlo Kovacs <laszlo.kovacs@thekey.com>
Date
2024-11-12 10:48:26
Folder
INBOX
--0000000000001cbf680626bbaa5a Content-Type: multipart/alternative; boundary="0000000000001cbf670626bbaa59" --0000000000001cbf670626bbaa59 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, We reviewed the list of clients with outpay deactivated and wanted to provide the notes below as to why Autopay was removed. Please let me know if you have any questions ID Name Customer Location Region Autopay Date status changed Reason Autopay Removed 157938 Joanne Fitzpatrick Montreal Canada No 10/30/24 12:22 Client Deceased and the original account on file was closed 160749 Deirdre McIlwraith Montreal Canada No 9/18/24 2:37 Client asked for payment information to be removed after last invoice was paid- ticket 93730= 0 161362 Dr. Valerie Pasztor Montreal Canada No 9/11/24 12:46 Approved by Laszlo- The Royal Trust Bank is POA for this client and make the payments via EFT ticket 947563 101432 Patrick Johns Milwaukee Midwest No 8/30/24 2:03 Client passed away POA no longer has access to funds. Turned off until Bank of America to be appointed as trustee 160825 Gail Kaitis Chicago Midwest No 8/27/24 3:15 Client was deactivated on 8/18/24 no longer needed care- Account was turned of due to incorrect ACH information 159596 Nancy Paul Columbus (Ohio) Midwest No 8/21/24 4:06 Auto pay was not turned back on after PAF info was reentered correctly- Client no longer on service Ticket 922032 121078 Martha Trout Columbus (Ohio) Midwest No 8/20/24 4:54 Client Deceased approved by Lito on Ticket 903825 to turn off 160245 Gloria Belling Milwaukee Midwest No 8/15/24 4:40 Incorrect payment information on CCA so Autopay was removed. Client no longer needs service Deactivated on 7/29/24 160448 Susan Galloway Calgary Canada No 7/29/24 12:14 Client Deceased Approval for Client to pay by check by Laszlo and Timothy Thomas- Ticket 881773 159996 Tommaso Butera Montreal Canada No 7/19/24 1:54 Client was approved to pay via E- Transfer - Ticket 874264- Client no longer needs care as of 9/12/24 157867 Bob Cockburn Oakville Canada No 7/8/24 1:08 Client is deceased autopay and Visa card removed per POC request- Ticket 856630 159799 Gordon Lax Montreal Canada No 7/2/24 3:04 Client pays by E- Transfer approved by Cheryl Cartwright 159561 David Asper Chicago Midwest No 6/30/24 1:46 Client was approved to pay by check by Diane Mockenhaupt- Ticket 84120 133480 Jon Payne Milwaukee Midwest No 6/25/24 11:33 Auto pay turned off due to it being a trust account and invoice needs to be reviewed prior to pay. Ticket 845278 151409 Susan Ferguson Toronto Canada No 6/21/24 20:32 Credit card was compromised Turn off awaiting for new card info.Updated information added to Versa pay multiple paying accounts.7 Payment methods on file 158658 Tom Smith St.Louis Midwest No 6/18/24 0:33 Client cancelled services on 8/8/24. No notes as to why Versapay was turned off 158166 "Jim" James Henderson Winnipeg Canada No 6/18/24 0:16 Client has Split payments with SFMC and canno