Re: Toronto/Calgary PAD clients

From
Lito Delapena <lito.delapena@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Alyson Rohane <alyson.rohane@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2023-12-13 08:54:57
Folder
INBOX
--000000000000bab291060c6707b2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Cheryl, Do we have an update regarding the remaining PAD documents needed for the clients below? Client Transit No Instituiton No Acct No 146224 Geraldine (Geri) Clever Not in CC Not in CC Not in CC 146264 Richard Belshaw Not in CC Not in CC Not in CC 146305 Anna Morgan Not in CC Not in CC Not in CC 146220 Tanzil-Ur-Rehman Muahammad Not in CC Not in CC Not in CC Thank you, Lito Delapena Help Desk Manager * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Tue, Dec 5, 2023 at 4:49=E2=80=AFPM Cheryl Cartwright wrote: > I=E2=80=99ll look into this as I thought these were also done. Anna Jeffe= ry will > not be updated however. Her account is June through Sept/October each onl= y > and paid for by her lawyer by cheque which was approved long ago. > > I=E2=80=99ll get back to you on the others. > > Cheryl > > On Tue, Dec 5, 2023 at 7:19=E2=80=AFPM Lito Delapena > wrote: > >> Hi Cheryl, >> >> Thank you for the heads up, I updated the spreadsheet for those who's PA= D >> documentation was loaded into Clear Care. Below are the remaining Toront= o >> clients who we will still need an updated PAD form for. >> >> Client Transit No Instituiton No Acct No >> 146224 Geraldine (Geri) Clever Not in CC Not in CC Not in CC >> 146264 Richard Belshaw Not in CC Not in CC Not in CC >> 146305 Anna Morgan Not in CC Not in CC Not in CC >> 146220 Tanzil-Ur-Rehman Muahammad Not in CC Not in CC Not in CC >> 146244 Anna Jeffrey Not in CC Not in CC Not in CC >> THank you, >> >> Lito Delapena >> Help Desk Manager >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Tue, Dec 5, 2023 at 3:00=E2=80=AFPM Cheryl Cartwright >> wrote: >> >>> Hi Lito, >>> >>> We uploaded them into clear care last week. Let me know if you don=E2= =80=99t see >>> them. >>> >>> Cheryl >>> >>> On Tue, Dec 5, 2023 at 6:59=E2=80=AFPM Lito Delapena >>> wrote: >>> >>>> Hi Cheryl, >>>> >>>> Would you happen to have an update regarding the Toronto clients we >>>> were missing documentation for? >>>> >>>> Thank you, >>>> >>>> Lito Delapena >>>> Help Desk Manager >>>> * Please note my email has changed: * >>>> lito.delapena@thekey.com >>>> >>>> 619-722-8561 Ext. 190013 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Wed, Nov 29, 2023 at 1:07=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> Agreed, Alyson/Elizabeth and I will work on a plan for sunsetting >>>>> E-transfer once we're done with the Versapay launch. >>>>> >>>>> On Wed, Nov 29, 2023 at 2:17=E2=80=AFPM Chuck Terlesky >>>>> wrote: >>>>> >>>>>> If you are planning to sunset etransfer then some form of >>>>>> communication should be sent out well in advance. These clients have= chosen >>>>>> to use etransfer for many reasons, mostly they want to control the p= ayments 

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