Re: Pay By Check Request

Good Morning Tim and Lazlo,  it appears my request for pay by check is no
longer necessary.  I received a check from Genworth yesterday and mailed it
to Dallas to be deposited.  So, hopefully that means Mrs Swenson's AOB has
kicked in and payment will be made by Genworth going forward,
All the Best,
Diane

On Fri, Feb 14, 2025 at 11:53 AM Diane Mockenhaupt <dmockenhaupt@thekey.com>
wrote:

> Mrs Swenson, as a practice, does not  have more than $1000 in her checking
> account. She contacts her banker to transfer funds when she has larger
> expense items. She may not have funds available if we request payment
> through ACH. She is 90 years old and does not trust electronic payments,
> she keeps her account using her checkbook ledger.   Jinny is open to
> bringing Mrs Swenson her invoice and getting a check. Mrs Swenson is having
> the funds transferred while Jinny is visiting.
>
> On Fri, Feb 14, 2025 at 11:45 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Thanks Diane,
>>
>> What is her concern with ACH? And why was the original
>> withdrawal rejected?
>>
>> On Fri, Feb 14, 2025 at 12:32 PM Diane Mockenhaupt <
>> dmockenhaupt@thekey.com> wrote:
>>
>>> Tim,
>>>
>>> Happy to have a conversation about this on Monday.  May I add some
>>> information that may be helpful.  I spoke to Jinny and she informed me she
>>> has a signed AOB from the client.  Jinny is working with Alejandro and they
>>> expect Mrs Swenson's LTC coverage to kick in in about one month. She has
>>> $2400 in weekly coverage with no lifetime limit.  Our request for check
>>> payment is a temporary solution during the waiting period with the client's
>>> LTC provider.
>>>
>>> All the Best,
>>> Diane
>>>
>>> On Fri, Feb 14, 2025 at 8:00 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> I'm guilty of moving too quickly on this one. You're right, Lasz.
>>>>
>>>> Diane, let's chat when you're back on Monday.
>>>>
>>>> On Thu, Feb 13, 2025 at 4:18 PM Laszlo Kovacs <laszlo.kovacs@thekey.com>
>>>> wrote:
>>>>
>>>>> So she originally consented to electronic payment, gave us bad info on
>>>>> where to debit and now wants to convert to check?
>>>>>
>>>>>
>>>>>
>>>>> Tim – This is your business and I’ll go along with whatever you want
>>>>> to do, but this in one that I’d push back on and insist on electronic
>>>>> payment with correct payment information. Also, again your shop, but hand
>>>>> delivering an invoice is also something I’d suggest be something we won’t
>>>>> entertain.
>>>>>
>>>>>
>>>>>
>>>>> Let me know what you want to do here.
>>>>>
>>>>>
>>>>>
>>>>> *From:* Timothy Thomas <tt@thekey.com>
>>>>> *Sent:* Thursday, February 13, 2025 2:39 PM
>>>>> *To:* Diane Mockenhaupt <dmockenhaupt@thekey.com>; Laszlo Kovacs <
>>>>> laszlo.kovacs@thekey.com>
>>>>> *Subject:* Re: Pay By Check Request
>>>>>
>>>>>
>>>>>
>>>>> @Laszlo Kovacs <laszlo.kovacs@thekey.com> Approved.
>>>>>
>>>>>
>>>>>
>>>>> On Thu, Feb 13, 2025 at 3:10 PM Diane Mockenhaupt <
>>>>> dmockenhaupt@thekey.com> wrote:
>>>>>
>>>>> Tim,
>>>>>
>>>>>
>>>>>
>>>>> Will you approve pay by check for client Marie Swenson?
>>>>>
>>>>> Client  started services in January.   We received a message from
>>>>> billing letting us know her payments had been rejected.  Jinny picked up a
>>>>> check today to bring client current.  Client has requested we deliver her a
>>>>> paper copy of her invoice weekly and she will provide payment via check.
>>>>>
>>>>>
>>>>>
>>>>> Thank you,
>>>>>
>>>>> Diane
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Diane Mockenhaupt *
>>>>>
>>>>> General Manager, Chicago Office and Michigan Office
>>>>>
>>>>> dmockenhaupt@thekey.com
>>>>>
>>>>> Mobile: (224) 808-0607
>>>>> Office: (847) 853-7777
>>>>>
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>>>>>
>>>>>