Re: Toronto/Calgary PAD clients

Hi Cheryl,

Thank you for the heads up, I updated the spreadsheet for those who's PAD
documentation was loaded into Clear Care. Below are the remaining Toronto
clients  who we will still need an updated PAD form for.

Client Transit No Instituiton No Acct No
146224 Geraldine (Geri) Clever Not in CC Not in CC Not in CC
146264 Richard Belshaw Not in CC Not in CC Not in CC
146305 Anna Morgan Not in CC Not in CC Not in CC
146220 Tanzil-Ur-Rehman Muahammad Not in CC Not in CC Not in CC
146244 Anna Jeffrey Not in CC Not in CC Not in CC
THank you,

Lito Delapena
Help Desk Manager
* Please note my email has changed: *
lito.delapena@thekey.com
<https://brand.thekey.com/esg/lito.delapena@thekey.com>
619-722-8561 Ext. 190013
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Tue, Dec 5, 2023 at 3:00 PM Cheryl Cartwright <ccartwright@thekey.com>
wrote:

> Hi Lito,
>
> We uploaded them into clear care last week. Let me know if you don’t see
> them.
>
> Cheryl
>
> On Tue, Dec 5, 2023 at 6:59 PM Lito Delapena <lito.delapena@thekey.com>
> wrote:
>
>> 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
>> <https://brand.thekey.com/esg/lito.delapena@thekey.com>
>> 619-722-8561 Ext. 190013
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Wed, Nov 29, 2023 at 1:07 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> 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 PM Chuck Terlesky <cterlesky@thekey.com>
>>> 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 AM 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 some
>>>>> PAD's.
>>>>>
>>>>> Cheryl
>>>>>
>>>>> On Wed, Nov 29, 2023 at 11:02 AM Chuck Terlesky <cterlesky@thekey.com>
>>>>> 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 right
>>>>>> now with Michelle Hudgins to switch payments or continue with cheque .
>>>>>>
>>>>>> I hope this helps.
>>>>>>
>>>>>> Chuck
>>>>>>
>>>>>> On Tue, Nov 28, 2023 at 3:59 PM Lito Delapena <
>>>>>> lito.delapena@thekey.com> 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
>>>>>>> <https://brand.thekey.com/esg/lito.delapena@thekey.com>
>>>>>>> 619-722-8561 Ext. 190013
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Nov 28, 2023 at 2:56 PM 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 into
>>>>>>>> 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 able 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 can
>>>>>>>> load it into the Versapay portal when ready.
>>>>>>>>
>>>>>>>> Please let me know if you have any questions or concerns
>>>>>>>>
>>>>>>>> Thank you,
>>>>>>>>
>>>>>>>> Lito Delapena
>>>>>>>> Help Desk Manager
>>>>>>>> * Please note my email has changed: *
>>>>>>>> lito.delapena@thekey.com
>>>>>>>> <https://brand.thekey.com/esg/lito.delapena@thekey.com>
>>>>>>>> 619-722-8561 Ext. 190013
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Chuck Terlesky B.A., CCPE
>>>>>> General Manager/Regional Caregiver Ambassador for Canada
>>>>>>
>>>>>> 403-301-3777
>>>>>>
>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>
>>>>>> [image: TheKey]
>>>>>>
>>>>>>
>>>>
>>>> --
>>>> Chuck Terlesky B.A., CCPE
>>>> General Manager/Regional Caregiver Ambassador for Canada
>>>>
>>>> 403-301-3777
>>>>
>>>> TheKey.ca   <https://thekey.ca/>
>>>>
>>>> [image: TheKey]
>>>>
>>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <tt@thekey.com>
>>> (514) 591-9387
>>> TheKey.ca <https://www.thekey.ca/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>