Re: 161566 Sylvia (private client) Anderson - Client Notification of Paper Check Payments For Invoices 859487 & 866113 & Discussion of Ongoing Payment Method - [#967009]

--00000000000086b63106239b05a3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Marc I left a voice mail for client daughter to call me back so we can sort this out.I will let you know once I hear back. Thank you for your patience. On Wed, Oct 2, 2024 at 12:15=E2=80=AFPM Sharon Speirs = wrote: > Hi Marc > Monday was a holiday and I am just looking at this now- we will follow up > with the client tomorrow as Vanja is back in the office. This client is > also a VCH client for 12 hours per day . I am fine with her paying by > cheque but if we are using the wrong form I am not sure why that happened > but if need be we will get the new form downloaded and filled out. > There are some changes with the schedule as a private pay so all of this > will be sorted tomorrow. > Sharon > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Wed, Oct 2, 2024 at 8:15=E2=80=AFAM Marc Atkinson = wrote: > >> Hi Vanja and Sharon, >> >> We wanted to follow up to see if the email from Monday has been reviewed >> yet? We have still yet to receive the paper cheque that Lori advised was >> mailed to us on 9/21. >> >> We need to determine if we are going to be requiring the client to be on >> autopay with a PAD. If so, can your office please explain our payment te= rms >> to her and also send her a PAD agreement through Pandadoc? >> >> Thank you! >> >> On Mon, 30 Sep at 11:06 AM , Marc Atkinson wrote: >> Hi Vanja and Sharon, >> >> Please see the email below from Lori Roberts for client Sylvia Anderson = ( >> https://hcavancouver.clearcareonline.ca/clients/1000000000072689/). >> >> Based on the paperwork in Clearcare, it does not seem that this client >> was ever approved to pay via paper check. There is some incomplete >> information in the client's private pay paperwork containing the client'= s >> PAD information. But it is not enough for us to properly enter the >> information into Versapay. >> >> Since no payments have yet to be processed, Lori mailed a cheque for the >> first two invoices on 9/21. We have yet to receive or post it to the >> client's account. >> >> Can your office please confirm that payments need to be on autopay >> through the client's PAD? If so, can your office please connect with Lor= i >> to notify her of this and then send her the proper PAD form through >> Pandadoc? >> >> Thank you. >> >> >> On Mon, 30 Sep at 10:58 AM , Marc Atkinson wrote: >> Hi Lori, >> >> Thank you for your email. We will review this and get back to you as soo= n >> as possible, with any additional information that we need to provide. >> >> Regards, >> >> Marc Atkinson >> Billing Help Desk >> 866-226-1702 >> billing@thekey.com >> 8:00AM-5:00PM EST Monday-Friday >> >> >> On Sat, 28 Sep at 1:35 PM , Sylvia (private client) Anderson > loriroberts2444@gmail.com> wrote: >> Hello, I mailed a cheque for the first two invoices totalling $4