Re: 179577 Peter Wall CDHC - LO Request / Client Approval to Pay Via Etransfer - [#1426154]

Approved on my end.


Michelle Schefter

Director of Finance | TheKey

Phone: 408.837.0579



[cid:369cd39b-9bbf-4957-a5a0-f0a4c06faae1]<https://link.edgepilot.com/s/a8050378/qe9A5s-_YU2yE4HySjz87g?u=http://www.thekey.com/>

________________________________
From: Marc Atkinson <billing@thekey.com>
Sent: Tuesday, February 17, 2026 9:23 AM
To: tt@thekey.com <tt@thekey.com>; michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
Cc: lito.delapena@thekey.com <lito.delapena@thekey.com>; cterlesky@thekey.com <cterlesky@thekey.com>; ssousa@thekey.com <ssousa@thekey.com>
Subject: Fwd: 179577 Peter Wall CDHC - LO Request / Client Approval to Pay Via Etransfer - [#1426154]

Hi Tim and Michelle,

Please review for new CDHC client 179577 Peter Wall - https://hcacalgary.clearcareonline.ca/clients/1000000000106178/.

Shawntel is seeking Etransfer payment approval for the client's out of pocket costs exceeding the CDHC's approved hours.

After reviewing the client's care schedule, it looks like the client will be receiving roughly 192 hours of monthly care, with the CDHC covering 168.79 hours. Thus, the client will be exceeding by approximately 23 hours. At $34.03/hour, the client should be responsible for roughly $783.00 of monthly out of pocket costs.

Please review and confirm if Etransfer payments for the out of pocket costs are approved.

Thank you!

Regards,

Marc Atkinson
Team Leader
Customer Contact & Collections Center
866-226-1702 - Main Line
239-264-1290 - Direct Line
marc.atkinson@thekey.com<mailto:marc.atkinson@thekey.com>

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On Fri, 13 Feb at 4:12 PM , Shawntel Sousa <ssousa@homecareassistance.com> wrote:
Hi,

I have no idea how many hours the client may or may not use over their limit every month. From what I get out of clear care it seems like 40ish hours at the CDHC rate of $34.03.

February will be unique as they didn’t start on the 1st so it looks as though they have lots of hours extra but they don’t. They were with another company.

Respectfully,
Shawntel Sousa, LPN
Client Success Manager | TheKey
Mobile: 403-305-6588 Office: 403-301-3777

[https://lh7-rt.googleusercontent.com/docsz/AD_4nXd7I-vcBaMOFDiucYwEb5NadNfZoS5SH4LswOfip209IwXRbfOSXWIy8Lt19hbmdTu3M6sc49nJYN_-VTGg4Yf-kfb34wwOW6T7JlrDfVS-g8oT-BCe7Oe84GCUBymB5PmLrPs2wg?key=V5mKPZVpqe0VLiGYg_VB1A75]<http://www.thekey.com>



On Fri, Feb 13, 2026 at 1:45 PM Marc Atkinson <billing@thekey.com<mailto:billing@thekey.com>> wrote:
Hi Shawntel,

May you please advise on roughly how many hours over the approved 168.79 that you forsee the client exceeding on a monthly basis, if at all? We would like to guage the client's estimated monthly out of pocket costs.

Thank you!

Regards,

Marc Atkinson
Team Leader
Customer Contact & Collections Center
866-226-1702 - Main Line
239-264-1290 - Direct Line
marc.atkinson@thekey.com<mailto:marc.atkinson@thekey.com>

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On Wed, 11 Feb at 5:40 PM , Shawntel Sousa <ssousa@thekey.com<mailto:ssousa@thekey.com>> wrote:
Hi all,

This client‘s daughter is being quite difficult with the wife of the client and essentially would like to do her payments by e-transfer. My question is would this be allowed. They have used another home care company in the past and have had no issues with payment. The daughter controls the client’s money and is essentially not comfortable with pre-authorized debit or credit card. Initially, they were OK with pre-authorized debit because the wife didn’t realize that the daughter was uncomfortable with it and there’s not a good relationship there.

Please let me know.


Respectfully,
Shawntel Sousa, LPN
Client Success Manager | TheKey
Mobile: 403-305-6588 Office: 403-301-3777

[https://lh7-rt.googleusercontent.com/docsz/AD_4nXd7I-vcBaMOFDiucYwEb5NadNfZoS5SH4LswOfip209IwXRbfOSXWIy8Lt19hbmdTu3M6sc49nJYN_-VTGg4Yf-kfb34wwOW6T7JlrDfVS-g8oT-BCe7Oe84GCUBymB5PmLrPs2wg?key=V5mKPZVpqe0VLiGYg_VB1A75]<http://www.thekey.com>


1426154:611100