Re: Toronto/Calgary PAD clients

From
Lito Delapena <lito.delapena@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Chuck Terlesky <cterlesky@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>
Date
2023-12-05 14:59:09
Folder
INBOX
--000000000000514e5c060bcb2ff1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wrot= e: > 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 payments and >> they don't want to have anyone have access to their bank accounts. With >> proper communication and time to adjust to the new way of payments, this >> can be overcome. >> >> On Wed, Nov 29, 2023 at 11:53=E2=80=AFAM Cheryl Cartwright > ccartwright@thekey.com> wrote: >> >>> Hi Lito, >>> >>> A few of the Toronto ones we can get PAD's for but others are paid by >>> Veterans Affairs or by credit card and will not change over to PAD for >>> various reasons. But we will work on the ones here we can and get you s= ome >>> PAD's. >>> >>> Cheryl >>> >>> On Wed, Nov 29, 2023 at 11:02=E2=80=AFAM Chuck Terlesky >>> wrote: >>> >>>> Hi Lito, >>>> >>>> For Calgary, the highlighted clients pay by e-transfer as they do not >>>> want to use PAD for their accounts. The one WCB highlighted is the >>>> Workman's Compensation Board - they are government pay and they don't >>>> require any payment information. Hilary Dickerson is being discussed r= ight >>>> now with Michelle Hudgins to switch payments or continue with cheque . >>>> >>>> I hope this helps. >>>> >>>> Chuck >>>> >>>> On Tue, Nov 28, 2023 at 3:59=E2=80=AFPM Lito Delapena >>>> wrote: >>>> >>>>> Looping in Chuck as he was not included on my original email >>>>> >>>>> 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, Nov 28, 2023 at 2:56=E2=80=AFPM Lito Delapena >>>> lito.delapena@thekey.com> wrote: >>>>> >>>>>> HI Timothy and Cheryl, >>>>>> >>>>>> Attached is a spreadsheet for Toronto and Calgary PAD Clients who we >>>>>> have audited for usable PAD information which is currently loaded in= to >>>>>> Clear Care. I have highlighted the clients across both locations who >>>>>> currently do not have a PAD form loaded into CC and we will not be a= ble to >>>>>> load the clients payment information when the time comes. >>>>>> >>>>>> Please advise how you would like to proceed with the highlighted >>>>>> clients and if you can assist with collecting the PAD information so= we c

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