Re: ALAN AND MARLENE DALGIESH 146925

From
Dennis Fancy <dfancy@thekey.com>
To
Michelle Hudgins <michelle.hudgins@thekey.com>
CC
Gerard Draetta <gerard.draetta@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 21 Aug 2023 12:19:32 -0500
Folder
INBOX
Hi Michelle,

I have sent the PAD to the payer for the family. You are cc'd so will be
able to access the document as soon as it is complete. I will also upload
to the file once we have it.

Sincerely,

Dennis Fancy, BSP
Care Solutions Manager

TheKey.ca <https://thekey.ca/>

[image: TheKey]


On Mon, Aug 21, 2023 at 12:04 PM Michelle Hudgins <
michelle.hudgins@thekey.com> wrote:

> Hello Dennis,
>
> The family would like to change their way of paying, she is requesting it
> be done PAD.
>
> On Mon, Aug 21, 2023 at 12:00 PM Dennis Fancy <dfancy@thekey.com> wrote:
>
>> Hi Michelle,
>>
>> This family pays via e-transfer. Therefore, we do not have PAD
>> information on file for them.
>>
>> Sincerely,
>>
>> Dennis Fancy, BSP
>> Care Solutions Manager
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>> On Thu, Aug 17, 2023 at 9:26 AM Michelle Hudgins <
>> michelle.hudgins@thekey.com> wrote:
>>
>>> Good Morning Dennis,
>>>
>>> Can you please provide me with the PAD document for clients Alan and
>>> Marlene Dalgiesh 146925?
>>> Thank you.
>>>
>>>
>>> ---------- Forwarded message ---------
>>> From: Chuck Terlesky <cterlesky@thekey.com>
>>> Date: Wed, Aug 16, 2023 at 1:58 PM
>>> Subject: Re: ALAN AND MARLENE DALGIESH 146925
>>> To: Michelle Hudgins <michelle.hudgins@thekey.com>
>>> Cc: Gerard Draetta <gerard.draetta@thekey.com>
>>>
>>>
>>> Hi Michelle,
>>>
>>> I don't have access to the new TheKey PAD document used - this comes
>>> from Client Solutions Team. I get the document and process it. The client
>>> Solutions Manager is Denis Fancy, and the Regional is Joey Taylor.
>>>
>>> They can send you the correct document to use? If you can't get a copy
>>> of the PAD document let me know and I'll ask around.
>>>
>>> Regards,
>>> Chuck
>>>
>>> On Wed, Aug 16, 2023 at 11:02 AM Michelle Hudgins <
>>> michelle.hudgins@thekey.com> wrote:
>>>
>>>> Can you please provide that to me so that I can email the form.
>>>>
>>>> On Wed, Aug 16, 2023 at 12:58 PM Chuck Terlesky <cterlesky@thekey.com>
>>>> wrote:
>>>>
>>>>> Hi Michelle,
>>>>>
>>>>> Payments Received:
>>>>>
>>>>> July 7 - $3000.00
>>>>> July 10 - $2985.00
>>>>> July 14 - $3000.00
>>>>> July 17 - $2693.40
>>>>>
>>>>> She can give her Banking information through a PAD form, and I can
>>>>> direct debit her account weekly as soon as the invoice gets posted, so they
>>>>> don't have to keep doing e-transfer.
>>>>>
>>>>> Regards,
>>>>> Chuck
>>>>>
>>>>> On Wed, Aug 16, 2023 at 10:45 AM Michelle Hudgins <
>>>>> michelle.hudgins@thekey.com> wrote:
>>>>>
>>>>>> Hello Chuck,
>>>>>>
>>>>>> Payor states that she processed a payment on 7/7 in the amount of
>>>>>> $2,985.00. On 7/14 a payment was processed in the amount of $3,000.00 and
>>>>>> on 7/15 a payment was processed $2,693.40.
>>>>>> Can you confirm please.
>>>>>>
>>>>>> Also she would like to set up a different payment system as at the
>>>>>> moment there is a $3,000.00 daily limit. She was inquiring if we could give
>>>>>> her our banking account details so that she can make the full payments
>>>>>> weekly.
>>>>>>
>>>>>> Kind regards,
>>>>>> *Michelle Hudgins*
>>>>>> Senior Accounts Receivable Specialist
>>>>>> Direct Line: 305-452-0760
>>>>>> *Please note my email has changed:*
>>>>>> *michelle.hudgins@thekey.com <mcheslock@thekey.com>*
>>>>>>
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Chuck Terlesky B.A., CCPE
>>>>> General Manager/Regional Caregiver Ambassador for Canada
>>>>>
>>>>> 403-301-3777
>>>>>
>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>>
>>>
>>> --
>>> Chuck Terlesky B.A., CCPE
>>> General Manager/Regional Caregiver Ambassador for Canada
>>>
>>> 403-301-3777
>>>
>>> TheKey.ca   <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>>

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