--000000000000e6130605ed9d39f9 Content-Type: text/plain; charset="UTF-8" Completed. Cheers, On Tue, Nov 15, 2022 at 1:37 PM Ali Malik wrote: > 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, >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> O