--0000000000007366230633761b75 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 each day and this has already been offered as an option to this client. It is not something we offer automatically and certainly try and navigate away but in some cases this is required to on-board the client. @Timothy Thomas @Laszlo Kovacs can we approve this or do you want me to go back to the client? He would happily pay by credit card if we waive the 2% fee. Let me know, Cheryl 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 by > both Tim Thomas and Laszlo Kovacs. This is our policy. > > Has the client's profile been entered into Wellsky as of yet? I do not se= e > it in there and it is definitely not yet in our billing system and in VP. > Laszlo would want to know the level of care the client will be receiving > (weekly total cost & hours, etc.). > > Thank you. > > Regards, > > Marc Atkinson > Senior Client Account Specialist > Billing Help Desk > 866-226-1702 > billing@thekey.com > > On Wed, 23 Apr at 2:07 PM , Shawntel Sousa > wrote: > Hi Marc, > > I'm not sure a resolution is needed here. Cheryl was simply informing you > that Lauren Booth, our new Calgary client, will be paying via e-transfer, > with a credit card on file as a backup. > > I have removed Brett the husband from this reply. > > *Respectfully, * > *Shawntel Sousa, LPN* > Client Success Manager | TheKey > Mobile: 403-305-6588 Office: 403-301-3777 > > > > > > On Wed, Apr 23, 2025 at 11:57=E2=80=AFAM Marc Atkinson wrote: > >> Good Afternoon, >> >> Thank you for the email. We will begin to review this information and ge= t >> back to everyone shortly with a resolution. >> >> Regards, >> >> Marc Atkinson >> Senior Client Account Specialist >> Billing Help Desk >> 866-226-1702 >> billing@thekey.com >> >> >> >> On Wed, 23 Apr at 12:29 PM , CherylCartwright >> wrote: >> Good Afternoon, >> >> Our new Calgary client Lauren Booth will be paying via e-transfer. Their >> credit card will be on file as back-up. The client understands that paym= ent >> must be made in full each week by Friday to avoid the card being process= ed. >> >> The e-transfer email address is etransfer@thekey.com Please include the >> Client's name and invoice number in the message section of EACH transfer= . >> >> Should you have any questions or concerns please feel free to contact us= . >> >> Warm Regards, >> >> Cheryl >> >> > 1097651:611100 > --0000000000007366230633761b75 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, No one has told me our policy = was to have e-transferred approved by Tim and Laszlo. I wish I had known co= nsidering RIM's speak to the clients each day and this has already been