--00000000000026bc3405ed874889 Content-Type: text/plain; charset="UTF-8" Give me a day or two on this, as I will have to check every client to see who has a PAD agreement and who doesn't to be 100% sure. Will get it done. Thanks, On Tue, Nov 15, 2022 at 11:29 AM Ali Malik wrote: > The one they have been using for Toronto is : MOP-EFT/DIRECT DEPOSIT , > which is incorrect. We left it because the csms know that the filter is > actually for clients on PAD and thats what they are accustomed to using. > > But for Winnipeg, you can just do "Preauthorize Debit" if that works. > > thank you, > > On Tue, Nov 15, 2022 at 12:21 PM Timothy Thomas wrote: > >> Ali, can we use the same tag format as you're using in other markets? Is >> it specifically "PAD"? >> >> On Tue, Nov 15, 2022 at 12:20 PM Ali Malik wrote: >> >>> Hi Brian, >>> >>> Yes please if you can tag all clients that we are charging PAD, it will >>> help me tremendously as I can filter and charge accordingly. I know some >>> clients pay by insurance and bank transfer. This will allow me to only see >>> PAD clients come when im charging them. >>> >>> thank you >>> >>> On Mon, Nov 14, 2022 at 4:07 PM Brian Boxall wrote: >>> >>>> So Ali, >>>> >>>> There is no existing Tag for this in Winnipeg, as all clients here use >>>> the PAD agreement according to Dennis, unless they are funded through >>>> insurance or something similar. >>>> >>>> Can you be specific ... do you want me to create a Tag that says PAD >>>> and apply this to all clients going forward if they have signed a PAD >>>> agreement? >>>> >>>> This is new for me. >>>> >>>> Thank you >>>> >>>> On Mon, Nov 14, 2022 at 3:03 PM Brian Boxall >>>> wrote: >>>> >>>>> Checking, Will ensure it is, if not. >>>>> >>>>> On Mon, Nov 14, 2022 at 3:02 PM Ali Malik >>>>> wrote: >>>>> >>>>>> Perfect thank you, and they are tagged in clearcare AS pad correct? >>>>>> >>>>>> On Mon, Nov 14, 2022 at 3:34 PM Brian Boxall >>>>>> wrote: >>>>>> >>>>>>> Attached the PADs >>>>>>> >>>>>>> On Mon, Nov 14, 2022 at 2:31 PM Brian Boxall >>>>>>> wrote: >>>>>>> >>>>>>>> Clients fill out a Pre Authorized Debit Agreement which is placed >>>>>>>> into their respective files. >>>>>>>> >>>>>>>> On Mon, Nov 14, 2022 at 2:29 PM Ali Malik >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Brian, >>>>>>>>> >>>>>>>>> I need payment information, don't we collect this from clients >>>>>>>>> when brought on? >>>>>>>>> >>>>>>>>> We are not accepting cheques currently and the only form of >>>>>>>>> payment is ACH . >>>>>>>>> >>>>>>>>> Did we collect banking information from clients? >>>>>>>>> >>>>>>>>> >>>>>>>>> Thank you, >>>>>>>>> >>>>>>>>> >>>>>>>>> On Mon, Nov 14, 2022 at 3:27 PM Brian Boxall >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Dada - Invoices to be emailed to roshanarayusuf@gmail.com >>>>>>>>>> Default Rate was set to $35. They are unsubsidized. >>>>>>>>>> >>>>>>>>>> Kaatz - Invoices to be emailed to kaatzr@mymts.net . Their >>>>>>>>>> Default rate is set to $32. They are unsubsidized. >>>>>>>>>>