Noted, thank you for looping me in!
Kind regards,
*Desiree Aranjo*
Regional Intake Manager
On Wed, Apr 23, 2025 at 3:48 PM Timothy Thomas <tt@thekey.com> wrote:
> No worries Cheryl. Adding in @Desiree A. <desiree.aranjo@thekey.com> to
> ensure we're all aligned.
>
> If it has already been agreed upon then I approve. Lasz if it's easier to
> do a credit card with the fee waived it's your call.
>
> Cheryl / Desiree, in the future ping me and I'll evaluate on a case by
> case basis. Thanks!
>
> On Wed, Apr 23, 2025 at 2:17 PM Cheryl Cartwright <ccartwright@thekey.com>
> wrote:
>
>> Hi Marc,
>>
>> No one has told me our policy was to have e-transferred approved by Tim
>> and Laszlo. I wish I had known considering RIM's speak to the clients each
>> day and this has already been offered as an option to this client. It is
>> not something we offer automatically and certainly try and navigate away
>> but in some cases this is required to on-board the client. @Timothy
>> Thomas <tt@thekey.com> @Laszlo Kovacs <laszlo.kovacs@thekey.com> can we
>> approve this or do you want me to go back to the client? He would happily
>> pay by credit card if we waive the 2% fee.
>>
>> Let me know,
>>
>> Cheryl
>>
>> On Wed, Apr 23, 2025 at 3:12 PM Marc Atkinson <billing@thekey.com> wrote:
>>
>>> Hi Shawntel,
>>>
>>> Payments for any client not being made via autopay need to be approved
>>> by both Tim Thomas and Laszlo Kovacs. This is our policy.
>>>
>>> Has the client's profile been entered into Wellsky as of yet? I do not
>>> see it in there and it is definitely not yet in our billing system and in
>>> VP. Laszlo would want to know the level of care the client will be
>>> receiving (weekly total cost & hours, etc.).
>>>
>>> Thank you.
>>>
>>> Regards,
>>>
>>> Marc Atkinson
>>> Senior Client Account Specialist
>>> Billing Help Desk
>>> 866-226-1702
>>> billing@thekey.com
>>>
>>> On Wed, 23 Apr at 2:07 PM , Shawntel Sousa <
>>> ssousa@homecareassistance.com> wrote:
>>> Hi Marc,
>>>
>>> I'm not sure a resolution is needed here. Cheryl was simply informing
>>> you that Lauren Booth, our new Calgary client, will be paying via
>>> e-transfer, with a credit card on file as a backup.
>>>
>>> I have removed Brett the husband from this reply.
>>>
>>> *Respectfully, *
>>> *Shawntel Sousa, LPN*
>>> Client Success Manager | TheKey
>>> Mobile: 403-305-6588 Office: 403-301-3777
>>>
>>> <http://www.thekey.com>
>>>
>>>
>>>
>>> On Wed, Apr 23, 2025 at 11:57 AM Marc Atkinson <billing@thekey.com>
>>> wrote:
>>>
>>>> Good Afternoon,
>>>>
>>>> Thank you for the email. We will begin to review this information and
>>>> get back to everyone shortly with a resolution.
>>>>
>>>> Regards,
>>>>
>>>> Marc Atkinson
>>>> Senior Client Account Specialist
>>>> Billing Help Desk
>>>> 866-226-1702
>>>> billing@thekey.com
>>>>
>>>>
>>>>
>>>> On Wed, 23 Apr at 12:29 PM , CherylCartwright <ccartwright@thekey.com>
>>>> wrote:
>>>> Good Afternoon,
>>>>
>>>> Our new Calgary client Lauren Booth will be paying via e-transfer.
>>>> Their credit card will be on file as back-up. The client understands that
>>>> payment must be made in full each week by Friday to avoid the card being
>>>> processed.
>>>>
>>>> The e-transfer email address is etransfer@thekey.com Please include
>>>> the Client's name and invoice number in the message section of EACH
>>>> transfer.
>>>>
>>>> Should you have any questions or concerns please feel free to contact
>>>> us.
>>>>
>>>> Warm Regards,
>>>>
>>>> Cheryl
>>>>
>>>>
>>> 1097651:611100
>>>
>>