Re: Tom Schnitzer (Winnipeg) - Pay Via Paper Check For 2-3 Months - [#673447]

--000000000000df4da30611d4580f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Thank you for the heads up. I have noted that this client is now paying via check moving forward. Hi Brian, Will you be sending these checks to our lockbox in Dallas? Cynthia Lum Client Account Specialist * Please note my email has changed: * clum@thekey.com 408-669-5030 TheKey.com [image: TheKey] On Tue, Feb 20, 2024 at 10:19=E2=80=AFAM Brian Boxall = wrote: > Spoke to him this morning. > > I can accept the checks in the office. > > On Tue, Feb 20, 2024 at 12:17=E2=80=AFPM Marc Atkinson wrote: > >> Hi Brian, >> >> Please see my note below regarding the upcoming payment situation for >> client Tom Schnitzer ( >> https://hcawinnipeg.clearcareonline.ca/clients/1000000000016652/). >> >> Can you please confirm that you are aware of this situation and advised >> Colin Mavens to drop off paper checks to your office? If so, can you ple= ase >> advise us on how you will be getting the funds to our Payments Departmen= t? >> >> Hi Tim - Paper checks are generally not accepted and will need your >> approval. Please review and provide us with your approval of this. >> >> Hi Payments Team, >> >> For Winnipeg client Tom Schnitzer, please do not charge the PAD on file >> for today's invoice. More than likely, this client is going to be paying >> via paper check for the forseeable future and will be delivering checks = to >> Brian Boxcall in the local office. >> >> Thank you. >> >> On Tue, 20 Feb at 1:12 PM , Tom Schnitzer (Winnipeg) >> wrote: >> Received phone call from client's friend/Payer Colins Mavins regarding >> payments for the next 2-3 months. He claims there is an issue with the >> client's government funded checking account. The client receives $2,200.= 00 >> biweekly from the government and the funds are deposited into a differen= t >> checking account. The automatic withdrawals we are processing from the P= AD >> is not the government funded account and at this point, the funds in the >> client's private account are being depleted. They now need to use the >> government funded account but can only use paper checks to pay out of it= . >> Colin told me that this should take 2-3 months to use the funds availabl= e >> in the government account before we can switch back to automatic payment= s >> through the PAD. >> >> He told me that Brian Boxall in the LO is aware of this and advised Coli= n >> to drop checks off to the local office. I told Colin that I will need to >> connect with the appropriate parties to get this situated and to come to= a >> resolution. I told him that the next invoice is going to be billed later >> today and to drop a paper check off to Brian. >> >> The account is completely up to date as of now. >> >> >> 673447:611100 >> > > > -- > Brian Boxall > > Client Success Manager > > Direct 431 887 1785 > > Office 204 489 6000 > > > > > > TheKey.ca > > [image: TheKey] > > --000000000000df4da30611d4580f Content-Typ