Re: Request for Check Payment - [#1367444]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Malin Maleegrai <malin.maleegrai@thekey.com>
CC
Marc Atkinson <billing@thekey.com>, tt@thekey.com, amelia.howard@thekey.com, michelle.kenaga@thekey.com
Date
Wed, 7 Jan 2026 11:05:27 -0600
Folder
INBOX
--0000000000002228be0647cf4ded Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I mailed Mr. Goldenberg's check for $1,680 to the PO Box in Dallas. All the Best, Diane On Tue, Jan 6, 2026 at 10:18=E2=80=AFAM Malin Maleegrai wrote: > Hello Marc, > > I will upload the CCA when I get to the office today and will give the > check to Diane. > > Thank you, > Malin > > Sent from my iPhone > > On Jan 6, 2026, at 10:14=E2=80=AFAM, Marc Atkinson w= rote: > > =EF=BB=BF > Hi Michelle, > > My apologies for the late response. > > Yes, a deposit can be paid up front with a paper check. Many of our newer > clients who get approved for paper check payments and send in a deposit d= o > so by sending in a paper check. We then post the check as a deposit in > Netsuite and hold the funds there. > > Hi Malin and Diane, > > May your office please confirm if the deposit check has beem mailed to us= , > as of today? We also need the CCA uploaded into Wellsky. > > If the check has not yet been mailed, please help to ensure that the > client writes "178210 Edwin Goldenberg - Deposit" on the memo line. > > In the meantime, I will mark Edwin's account for paper check payments. > > =E2=80=8BThank you! > > Regards, > > Marc Atkinson > Senior Client Account Specialist > Customer Contact & Collections Center > 866-226-1702 - Main Line > 239-264-1290 - Direct > billing@thekey.com > > On Fri, 2 Jan at 1:58 PM , Timothy Thomas wrote: > Hi Team, > > Can we have a deposit be paid in advance if paying with check? > > Also what is the rational behind not wanting to pay with card or ACH? > > *Michelle Schefter* > Director of Finance | *TheKey* > Phone: 408.837.0579 > > > > > ------------------------------ > *From:* Timothy Thomas > *Sent:* Thursday, January 1, 2026 9:01 AM > *To:* Amelia Howard > *Cc:* Diane Mockenhaupt ; Michelle Schefter michelle.Kenaga@thekey.com> > *Subject:* Re: Request for Check Payment > > Approved. Let=E2=80=99s make an effort to keep them on long term. > > On Thu, Jan 1, 2026 at 11:39=E2=80=AFAM Amelia Howard > wrote: > > Tim, > Please see below. > AH > > ---------- Forwarded message --------- > From: *Malin Maleegrai* > Date: Thu, Jan 1, 2026, 7:13 AM > Subject: Request for Check Payment > To: Diane Mockenhaupt , Amelia Howard amelia.howard@thekey.com> > > > Hello Diane and Amelia, > > Happy New Year! I did the assessment for Edwin Goldenberg yesterday. He > and his wife do not want to pay by ACH or credit card. They are > requesting to pay by check. I informed them that I would need to get pri= or > approval and that they would need to pay for the first week in advance > (they agreed with this). > > They are seeking services for 7 days / 6 hours for one week (rate is $40= ) > to help Ed transition to AL with the goal of him no longer needing > caregiver support after the first week. > > We would reevaluate how Ed is doing and collaborate with the AL team to > see if Ed needs further support after the week. If that i

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