Re: ALAN AND MARLENE DALGIESH 146925

From
Dennis Fancy <dfancy@thekey.com>
To
Michelle Hudgins <michelle.hudgins@thekey.com>
CC
Gerard Draetta <gerard.draetta@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 21 Aug 2023 12:19:32 -0500
Folder
INBOX
--00000000000095178d060372159c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Michelle, I have sent the PAD to the payer for the family. You are cc'd so will be able to access the document as soon as it is complete. I will also upload to the file once we have it. Sincerely, Dennis Fancy, BSP Care Solutions Manager TheKey.ca [image: TheKey] On Mon, Aug 21, 2023 at 12:04=E2=80=AFPM Michelle Hudgins wrote: > Hello Dennis, > > The family would like to change their way of paying, she is requesting it > be done PAD. > > On Mon, Aug 21, 2023 at 12:00=E2=80=AFPM Dennis Fancy = wrote: > >> Hi Michelle, >> >> This family pays via e-transfer. Therefore, we do not have PAD >> information on file for them. >> >> Sincerely, >> >> Dennis Fancy, BSP >> Care Solutions Manager >> >> TheKey.ca >> >> [image: TheKey] >> >> >> On Thu, Aug 17, 2023 at 9:26=E2=80=AFAM Michelle Hudgins > michelle.hudgins@thekey.com> wrote: >> >>> Good Morning Dennis, >>> >>> Can you please provide me with the PAD document for clients Alan and >>> Marlene Dalgiesh 146925? >>> Thank you. >>> >>> >>> ---------- Forwarded message --------- >>> From: Chuck Terlesky >>> Date: Wed, Aug 16, 2023 at 1:58=E2=80=AFPM >>> Subject: Re: ALAN AND MARLENE DALGIESH 146925 >>> To: Michelle Hudgins >>> Cc: Gerard Draetta >>> >>> >>> Hi Michelle, >>> >>> I don't have access to the new TheKey PAD document used - this comes >>> from Client Solutions Team. I get the document and process it. The clie= nt >>> Solutions Manager is Denis Fancy, and the Regional is Joey Taylor. >>> >>> They can send you the correct document to use? If you can't get a copy >>> of the PAD document let me know and I'll ask around. >>> >>> Regards, >>> Chuck >>> >>> On Wed, Aug 16, 2023 at 11:02=E2=80=AFAM Michelle Hudgins >> michelle.hudgins@thekey.com> wrote: >>> >>>> Can you please provide that to me so that I can email the form. >>>> >>>> On Wed, Aug 16, 2023 at 12:58=E2=80=AFPM Chuck Terlesky >>>> wrote: >>>> >>>>> Hi Michelle, >>>>> >>>>> Payments Received: >>>>> >>>>> July 7 - $3000.00 >>>>> July 10 - $2985.00 >>>>> July 14 - $3000.00 >>>>> July 17 - $2693.40 >>>>> >>>>> She can give her Banking information through a PAD form, and I can >>>>> direct debit her account weekly as soon as the invoice gets posted, s= o they >>>>> don't have to keep doing e-transfer. >>>>> >>>>> Regards, >>>>> Chuck >>>>> >>>>> On Wed, Aug 16, 2023 at 10:45=E2=80=AFAM Michelle Hudgins >>>> michelle.hudgins@thekey.com> wrote: >>>>> >>>>>> Hello Chuck, >>>>>> >>>>>> Payor states that she processed a payment on 7/7 in the amount of >>>>>> $2,985.00. On 7/14 a payment was processed in the amount of $3,000.0= 0 and >>>>>> on 7/15 a payment was processed $2,693.40. >>>>>> Can you confirm please. >>>>>> >>>>>> Also she would like to set up a different payment system as at the >>>>>> moment there is a $3,000.00 daily limit. She was inquiring if we cou= ld give >>>>>> her our banking account details so that she can mak

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