Fwd: 146272 Susan "Sue" Pinder - Add Credit Card Information to VP For Autopay & Process Payment on Open Invoices - [#949918]

----==_mimepart_66e1ee7a8e72a_1c93fc8ee5fab1c77106680 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Kristal, Just to clarify here. The decision to allow the client to= not be on autopay and/or to pay via e-transfer would need to be made by = Tim Thomas and our Order to Cash Director Laszlo Kovacs. I just put them = both on copy here. Also, we just noticed that there is no CCA uploade= d into Clearcare for this client. Can your office please get this uploade= d as soon as possible? We need to have the client's contact on file if we= are providing services. Cathy Saari in our Billing Help Desk team brough= t this particular issue to your attention on 9/4 and 9/5. Hi Tim and = Laszlo, Please reference for Toronto client Susan "Sue" Pinder 146272= / https://torontohca.clearcareonline.ca/clients/1000000000040435/. Pleas= e see below for some background information on this case along with the c= urrent requests of the client's POA Linda Creighton: - We do not have= an acive CCA and PAF on file in Clearcare. - After the integration into= Netsuite and Versapay, payments were being processed through Stripe and = posted onto the client's account. We have never processed a payment for t= his client out of VP.=C2=A0 - The client's credit card has expired, so w= e can no longer process any payments. Unfortunately, we cannot locate the= full card information, so just having the new expiration date is not goi= ng to allow us to enter the card into VP. I did ask around when this matt= er was first brought to our attention a few weeks back, but I was unable = to get an answer from other departments regarding the card information. = - I connected with Kristal to see if we could get Linda to complete a new= PAF and send it back to us, but she has yet to do so. According to K= ristal, Linda now wants to not be on autopay with the card because she do= es not want to pay the 2.7% fee. She did tell Kristal that she would use = the card if we waive the fee. She also does not want to supply us with th= e client's PAD, stating that she needs to "cross reference" the invoices = prior to funds being debited. She is offering to pay via E-transfer, = but that would acquire approval from the both of you. The client's weekly= spend is $936.00. Do the both of you approve of allowing POA Linda t= o make payments via E-transfer and not be on autopay? Thank you! = =C2=A0 = = On Wed, 11 Sep at 2:07 PM , Kristal Parris = wrote: = Hi Marc,=C2=A0 = = Thank you for clarifying.=C2=A0 = I will leave this with Timon on the decision to waive the surcharges or = e-transfer moving forward.=C2=A0 = = = Kristal Parris RN, BScN = Client Success Manager Tel: 416-488-8777 = Email: kristal.parris@thekey.com = = Website:=C2=A0TheKey.ca = = = = = = = = = = On Wed, Sep 11, 2024 at 12:40=E2=80=AFPM Marc Atkinson wrote: = = = = = Hi Kristal, = = Thank you for the information. = = The 2.7% credit card fee cannot be waived without approval from both Tim= Thomas and Laszlo Kovacs. Every client needs to pay the fee. = = We do require out private pay clients to be on autopay with a valid paym= ent method, per the terms of our contracts. If your office wants to allow= the POA to pay via E-transfer without having a payment method on file fo= r autopay, this would also need approval from both Tim and Laszlo. = = For now, can you ask her to send an E-transfer to us in the amount of $3= ,744.00 to pay for the four overdue invoices? E-transfers need to be sent= to etransfer@thekey.com. In the remittance information, she should put "= 146272 Susan "Sue" Pinder - Invoices 836364, 841281, 845961, & 852459".=C2= =A0 = = Please confirm if you want us to loop in Tim and Laszlo for E-transfer p= ayment approval. = = Thank you! = = = = On Wed, 11 Sep at 11:43 AM , Kristal Parris = wrote: = Hi all,=C2=A0 = = Sharon is the POA of Susan's finances. She called me about the CC form. = She does not agree on the 2% surcharge and is looking for alternative pay= ment methods.=C2=A0 = = I discussed the PAD with her but she didn't like that either because she= wants to cross reference the invoice before funds are debited.=C2=A0 = = She is inquiring about e-transfer payments? She mentioned that being on = the older payment system did not charge the 2% and wondered if that can b= e waived should=C2=A0she continue with credit card payments.=C2=A0 = = = Kristal Parris RN, BScN = Client Success Manager Tel: 416-488-8777 = Email: kristal.parris@thekey.com = = Website:=C2=A0TheKey.ca = = = = = = = = = = On Wed, Sep 11, 2024 at 11:13=E2=80=AFAM Kristal Parris wrote: = = = = Hi Marc,=C2=A0 = = Linda has not sent back the CC form that was forwarded to her Monday mor= ning.=C2=A0 = Will follow up with=C2=A0her.=C2=A0 = = = Kristal Parris RN, BScN = Client Success Manager Tel: 416-488-8777 = Email: kristal.parris@thekey.com = = Website:=C2=A0TheKey.ca = = = = = = = = = On Wed, Sep 11, 2024 at 11:11=E2=80=AFAM Marc Atkinson wrote: = = = = = Hi Kristal, = = We wanted