----==_mimepart_6810f9caa209_9af3f8146dd0d90142439d8 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Shawntel, Thank you for obtaining the new PAF. We're all set here,= as the credit card is placed on file for payment backup purposes.=C2=A0 = Regards, Marc Atkinson Senior Client Account Specialist Billing= Help Desk 866-226-1702 billing@thekey.com = = On Mon, 28 Apr at 10:01 AM , Shawntel Sousa wrote: Hi Marc, Just to let you know, the client h= ad one incorrect digit on her form but has now filled out a new credit ca= rd form, which has been uploaded to her account. = Respectfully,=C2=A0 = = Shawntel Sousa, LPN = = = Client Success Manager | TheKey = Mobile: 403-305-6588 Office: 403-301-3777 = = = = = = = = = = On Fri, Apr 25, 2025 at 10:16=E2=80=AFAM Marc Atkinson wrote: = = = = = Hi Desiree and Shawntel, = = Lauren Booth's account has been noted for E-Transfer payments. Our payme= nt policy does require all clients to be on autopay through Versapay. Any= other payment method (E-Transfer, paper cheque, manual VP payments not o= n autopay) need to be approved by both Tim and Laszlo on an ongoing basis= . = = In regards to this client, the credit card that was provided to us for b= ackup is coming back as invalid in VP. It is not accepting the card infor= mation. = = May your office please confirm the card number with the client and then = uploaded an updated PAF into Wellsky? = = Thank you. = = Regards, = = Marc Atkinson = Senior Client Account Specialist = Billing Help Desk = 866-226-1702 = billing@thekey.com = = = = On Wed, 23 Apr at 5:15 PM , Desiree Aranjo = wrote: = Noted, thank you for looping=C2=A0me in! = = = = Kind regards, = = Desiree Aranjo = = Regional Intake Manager = = = = = = = = On Wed, Apr 23, 2025 at 3:48=E2=80=AFPM Timothy Thomas w= rote: = = = No worries Cheryl. Adding in=C2=A0@Desiree A.=C2=A0to ensure we're all a= ligned. = If it has already been agreed upon then I approve. Lasz if it's easier t= o do a credit card with the fee waived it's your call.=C2=A0 = Cheryl / Desiree, in the future ping me and I'll evaluate on a case by c= ase basis. Thanks! = = = = On Wed, Apr 23, 2025 at 2:17=E2=80=AFPM Cheryl Cartwright wrote: = = = Hi Marc, = No one has told me our policy was to have e-transferred approved by Tim = and Laszlo. I wish I had known considering RIM's speak to the clients eac= h day and this has already been offered as an option to this client. It i= s not something we offer automatically and certainly try and navigate awa= y but in some cases this is required to on-board the client.=C2=A0@Timoth= y Thomas=C2=A0@Laszlo Kovacs=C2=A0can we approve this or do you want me t= o go back to the client? He would happily pay by credit card if we waive = the 2% fee.=C2=A0 = = Let me know, = = Cheryl=C2=A0 = = = On Wed, Apr 23, 2025 at 3:12=E2=80=AFPM Marc Atkinson wrote: = = = = = Hi Shawntel, = = Payments for any client not being made via autopay need to be approved b= y both Tim Thomas