Re: Calgary/Winnipeg Client Consent Agreements Changes
- From
- Lito Delapena <lito.delapena@thekey.com>
- To
- Steve Koyanagi <skoyanagi@thekey.com>
- CC
- eclark@thekey.com, Timothy Thomas <tt@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>
- Date
- Wed, 6 Dec 2023 09:11:38 -0800
- Folder
- INBOX
📎 image001.jpg; Montreal Credit Payment Authorization Form_Updated.pdf; Montreal Credit Payment Authorization Form FRENCH_Updated.pdf; CAD Credit Payment Authorization Form_Updated.pdf; Vancouver Payment Agreement_Updated.pdf
HI Team, I have updated the CC PAF template for our CAD clients to include the 2.7% Surcharge Verbiage. @Timothy Thomas <tt@thekey.com> I noticed that the forms did not include American Express as one of the Credit Card Options, should this be added be added? I have also updated the French version of the Montreal PAF, if you can please review and let me know if adjustments are needed. 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, Dec 6, 2023 at 8:49 AM Steve Koyanagi <skoyanagi@thekey.com> wrote: > Sounds good; feel free to reach out to me as needed. > > On Wed, Dec 6, 2023 at 5:41 AM <eclark@thekey.com> wrote: > >> Hi Steve >> >> >> >> Thank you for your help with this! >> >> >> >> Lito runs our Billing Help Desk and is working on this for our Canada >> clients, and Alyson is tracking the project status so I’ve copied them both >> here. Yesterday I saw that our Payment Authorization forms already include >> the right fields, so I think we’re all set there, not sure where the 2.7% >> surcharge fee is called out but I am looping Lito in to confirm what is >> needed. >> >> >> >> To follow, Tim, we need to make sure Pandadoc has all the same paperwork >> and the field knows how to ensure they select the right forms and we should >> be all set. >> >> >> >> Elizabeth Clark >> >> *Director, CI & Transformation* >> >> *Long Term Care Insurance, Onboarding* >> >> >> >> *TheKey* >> >> >> >> >> >> *From:* Steve Koyanagi <skoyanagi@thekey.com> >> *Sent:* Tuesday, December 5, 2023 8:31 AM >> *To:* Timothy Thomas <tt@thekey.com>; Elizabeth Clark <eclark@thekey.com> >> *Subject:* Re: Calgary/Winnipeg Client Consent Agreements Changes >> >> >> >> Hi Tim, >> >> >> >> In the US we include the credit card fee language in our payment >> authorization form. Can you circulate what you are using in Canada? My >> assumption is it's already there, but if not we can add it. >> >> >> >> On Tue, Dec 5, 2023 at 6:15 AM Timothy Thomas <tt@thekey.com> wrote: >> >> Hi Steve, >> >> >> >> Now that we are set up to apply credit card fees across Canada (not >> including Quebec) do we need to update our CCAs or Payment forms to include >> this? >> >> >> >> Thanks. >> >> Tim >> >> >> >> On Mon, Dec 4, 2023 at 5:12 PM <eclark@thekey.com> wrote: >> >> I think that verbiage is in the PAF form, but yes it should be called out >> somewhere. Additionally, I hear your PAF needs to be updated to include the >> proper vernacular for Canada. Alyson can engage Audra to help with this, >> let us know if you can work on this in the interim or if you want us to >> help. >> >> >> >> >> >> *From:* Timothy Thomas <tt@thekey.com> >> *Sent:* Wednesday, November 29, 2023 12:16 PM >> *To:* Elizabeth Clark <eclark@thekey.com> >> *Subject:* Fwd: Calgary/Winnipeg Client Consent Agreements Changes >> >> >> >> Hey, >> >> >> >> Do we need to update our consent agreements to include language on the >> credit card service fee? >> >> >> >> ---------- Forwarded message --------- >> From: *Chuck Terlesky* <cterlesky@thekey.com> >> Date: Wed, Nov 29, 2023 at 2:13 PM >> Subject: Calgary/Winnipeg Client Consent Agreements Changes >> To: Timothy Thomas <tt@thekey.com> >> >> >> >> Hi Tim, >> >> >> >> We require a clause in the client consent agreement that allows us to >> input a minimum number of hours if we choose to start the service. >> >> >> >> Secondly, we require language if a client uses a credit card that there >> will be a 2.7% charge to do this. >> >> >> >> Thirdly - on the Pre-Authorized Debit (PAD) agreement - there needs to be >> a space to write the financial institution. In addition, we need to >> clarify the transit number is 5 digits. Almost every PAD is filled out >> incorrectly which slows the process down to find the correct information. >> >> >> >> Please let me know if you have any questions, >> >> Regards, >> >> Chuck >> >> >> >> -- >> >> *Chuck Terlesky B.A., CCPE* >> >> >> >> *General Manager/Regional Caregiver Ambassador for Canada403-301-3777* >> >> *TheKey.ca* <https://thekey.ca/> >> >> >> >> [image: Image removed by sender. 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: Image removed by sender. TheKey] <https://www.thekey.com/> >> >> >> >> >> >> >> -- >> >> *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: Image removed by sender. TheKey] <https://www.thekey.com/> >> >> >> >>