--000000000000adfd5f062e1ddc42 Content-Type: multipart/alternative; boundary="000000000000adfd5e062e1ddc41" --000000000000adfd5e062e1ddc41 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFAM Timothy Thomas wro= te: > Thanks Diane, > > What is her concern with ACH? And why was the original > withdrawal rejected? > > On Fri, Feb 14, 2025 at 12:32=E2=80=AFPM 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 s= he >> has a signed AOB from the client. Jinny is working with Alejandro and t= hey >> 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 clien= t's >> LTC provider. >> >> All the Best, >> Diane >> >> On Fri, Feb 14, 2025 at 8:00=E2=80=AFAM Timothy Thomas w= rote: >> >>> 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=E2=80=AFPM Laszlo Kovacs >>> wrote: >>> >>>> So she originally consented to electronic payment, gave us bad info on >>>> where to debit and now wants to convert to check? >>>> >>>> >>>> >>>> Tim =E2=80=93 This is your business and I=E2=80=99ll go along with wha= tever you want to >>>> do, but this in one that I=E2=80=99d push back on and insist on electr= onic payment >>>> with correct payment information. Also, again your shop, but hand >>>> delivering an invoice is also something I=E2=80=99d suggest be somethi= ng we won=E2=80=99t >>>> entertain. >>>> >>>> >>>> >>>> Let me know what you want to do here. >>>> >>>> >>>> >>>> *From:* Timothy Thomas >>>> *Sent:* Thursday, February 13, 2025 2:39 PM >>>> *To:* Diane Mockenhaupt ; Laszlo Kovacs >>> laszlo.kovacs@thekey.com> >>>> *Subject:* Re: Pay By Check Request >>>> >>>> >>>> >>>> @Laszlo Kovacs Approved. >>>> >>>> >>>> >>>> On Thu, Feb 13, 2025 at 3:10=E2=80=AFPM 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