Re: Calgary/Winnipeg Client Consent Agreements Changes

--00000000000085afd5060bda2366 Content-Type: multipart/alternative; boundary="00000000000085afd3060bda2365" --00000000000085afd3060bda2365 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good; feel free to reach out to me as needed. On Wed, Dec 6, 2023 at 5:41=E2=80=AFAM wrote: > Hi Steve > > > > Thank you for your help with this! > > > > Lito runs our Billing Help Desk and is working on this for our Canada > clients, and Alyson is tracking the project status so I=E2=80=99ve copied= them both > here. Yesterday I saw that our Payment Authorization forms already includ= e > the right fields, so I think we=E2=80=99re all set there, not sure where = the 2.7% > surcharge fee is called out but I am looping Lito in to confirm what is > needed. > > > > To follow, Tim, we need to make sure Pandadoc has all the same paperwork > and the field knows how to ensure they select the right forms and we shou= ld > be all set. > > > > Elizabeth Clark > > *Director, CI & Transformation* > > *Long Term Care Insurance, Onboarding* > > > > *TheKey* > > > > > > *From:* Steve Koyanagi > *Sent:* Tuesday, December 5, 2023 8:31 AM > *To:* Timothy Thomas ; Elizabeth Clark > *Subject:* Re: Calgary/Winnipeg Client Consent Agreements Changes > > > > Hi Tim, > > > > In the US we include the credit card fee language in our payment > authorization form. Can you circulate what you are using in Canada? My > assumption is it's already there, but if not we can add it. > > > > On Tue, Dec 5, 2023 at 6:15=E2=80=AFAM Timothy Thomas wro= te: > > Hi Steve, > > > > Now that we are set up to apply credit card fees across Canada (not > including Quebec) do we need to update our CCAs or Payment forms to inclu= de > this? > > > > Thanks. > > Tim > > > > On Mon, Dec 4, 2023 at 5:12=E2=80=AFPM wrote: > > I think that verbiage is in the PAF form, but yes it should be called out > somewhere. Additionally, I hear your PAF needs to be updated to include t= he > proper vernacular for Canada. Alyson can engage Audra to help with this, > let us know if you can work on this in the interim or if you want us to > help. > > > > > > *From:* Timothy Thomas > *Sent:* Wednesday, November 29, 2023 12:16 PM > *To:* Elizabeth Clark > *Subject:* Fwd: Calgary/Winnipeg Client Consent Agreements Changes > > > > Hey, > > > > Do we need to update our consent agreements to include language on the > credit card service fee? > > > > ---------- Forwarded message --------- > From: *Chuck Terlesky* > Date: Wed, Nov 29, 2023 at 2:13=E2=80=AFPM > Subject: Calgary/Winnipeg Client Consent Agreements Changes > To: Timothy Thomas > > > > Hi Tim, > > > > We require a clause in the client consent agreement that allows us to > input a minimum number of hours if we choose to start the service. > > > > Secondly, we require language if a client uses a credit card that there > will be a 2.7% charge to do this. > > > > Thirdly - on the Pre-Authorized Debit (PAD) agreement - there needs to be > a