--00000000000082058805ed85b4a5 Content-Type: text/plain; charset="UTF-8" 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. >>>>>>>>> >>>>>>>>> Anything else? >>>>>>>>> >>>>>>>>> Going forward is this a Client Success, or care solutions >>>>>>>>> responsibility for new client starts? >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> On Mon, Nov 14, 2022 at 1:48 PM Ali Malik >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Hey Brian, >>>>>>>>>> >>>>>>>>>> Please if yo