Re: Tom Schnitzer (Winnipeg) - Pay Via Paper Check For 2-3 Months - [#673447]

Hi Marc,

Thank you for the heads up.  I have noted that this client is now paying
via check moving forward.

Hi Brian,

Will you be sending these checks to our lockbox in Dallas?


Cynthia Lum
Client Account Specialist
* Please note my email has changed: *
clum@thekey.com <https://brand.thekey.com/esg/clum@thekey.com>
408-669-5030
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Tue, Feb 20, 2024 at 10:19 AM Brian Boxall <bboxall@thekey.com> wrote:

> Spoke to him this morning.
>
> I can accept the checks in the office.
>
> On Tue, Feb 20, 2024 at 12:17 PM Marc Atkinson <billing@thekey.com> wrote:
>
>> Hi Brian,
>>
>> Please see my note below regarding the upcoming payment situation for
>> client Tom Schnitzer (
>> https://hcawinnipeg.clearcareonline.ca/clients/1000000000016652/).
>>
>> Can you please confirm that you are aware of this situation and advised
>> Colin Mavens to drop off paper checks to your office? If so, can you please
>> advise us on how you will be getting the funds to our Payments Department?
>>
>> Hi Tim - Paper checks are generally not accepted and will need your
>> approval. Please review and provide us with your approval of this.
>>
>> Hi Payments Team,
>>
>> For Winnipeg client Tom Schnitzer, please do not charge the PAD on file
>> for today's invoice. More than likely, this client is going to be paying
>> via paper check for the forseeable future and will be delivering checks to
>> Brian Boxcall in the local office.
>>
>> Thank you.
>>
>> On Tue, 20 Feb at 1:12 PM , Tom Schnitzer (Winnipeg) <cmavins@hotmail.com>
>> wrote:
>> Received phone call from client's friend/Payer Colins Mavins regarding
>> payments for the next 2-3 months. He claims there is an issue with the
>> client's government funded checking account. The client receives $2,200.00
>> biweekly from the government and the funds are deposited into a different
>> checking account. The automatic withdrawals we are processing from the PAD
>> is not the government funded account and at this point, the funds in the
>> client's private account are being depleted. They now need to use the
>> government funded account but can only use paper checks to pay out of it.
>> Colin told me that this should take 2-3 months to use the funds available
>> in the government account before we can switch back to automatic payments
>> through the PAD.
>>
>> He told me that Brian Boxall in the LO is aware of this and advised Colin
>> to drop checks off to the local office. I told Colin that I will need to
>> connect with the appropriate parties to get this situated and to come to a
>> resolution. I told him that the next invoice is going to be billed later
>> today and to drop a paper check off to Brian.
>>
>> The account is completely up to date as of now.
>>
>>
>> 673447:611100
>>
>
>
> --
> Brian Boxall
>
> Client Success Manager
>
>  Direct 431 887 1785
>
>  Office 204 489 6000
>
>
>
>
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>
>