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 11:00:00 -0500
Folder
INBOX
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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