--0000000000004d695205ed877bc2 Content-Type: text/plain; charset="UTF-8" Awesome thank you so much Brian On Tue, Nov 15, 2022 at 2:22 PM Brian Boxall wrote: > 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 wa