--000000000000bfa08305ed9e449e Content-Type: text/plain; charset="UTF-8" Awesome thank you Brian On Wed, Nov 16, 2022 at 4:33 PM Brian Boxall wrote: > Completed. > > Cheers, > > On Tue, Nov 15, 2022 at 1:37 PM Ali Malik wrote: > >> Awesome thank you so much Brian >> >> On Tue, Nov 15, 2022 at 2:22 PM Brian Boxall wrote: >> >>> Give me a day or two on this, as I will have to check every client to >>> see who has a PAD agreement and who doesn't to be 100% sure. >>> >>> Will get it done. >>> >>> Thanks, >>> >>> On Tue, Nov 15, 2022 at 11:29 AM Ali Malik wrote: >>> >>>> The one they have been using for Toronto is : MOP-EFT/DIRECT DEPOSIT , >>>> which is incorrect. We left it because the csms know that the filter is >>>> actually for clients on PAD and thats what they are accustomed to using. >>>> >>>> But for Winnipeg, you can just do "Preauthorize Debit" if that works. >>>> >>>> thank you, >>>> >>>> On Tue, Nov 15, 2022 at 12:21 PM Timothy Thomas wrote: >>>> >>>>> Ali, can we use the same tag format as you're using in other markets? >>>>> Is it specifically "PAD"? >>>>> >>>>> On Tue, Nov 15, 2022 at 12:20 PM Ali Malik >>>>> wrote: >>>>> >>>>>> Hi Brian, >>>>>> >>>>>> Yes please if you can tag all clients that we are charging PAD, it >>>>>> will help me tremendously as I can filter and charge accordingly. I know >>>>>> some clients pay by insurance and bank transfer. This will allow me to only >>>>>> see PAD clients come when im charging them. >>>>>> >>>>>> thank you >>>>>> >>>>>> On Mon, Nov 14, 2022 at 4:07 PM Brian Boxall >>>>>> wrote: >>>>>> >>>>>>> So Ali, >>>>>>> >>>>>>> There is no existing Tag for this in Winnipeg, as all clients here >>>>>>> use the PAD agreement according to Dennis, unless they are funded through >>>>>>> insurance or something similar. >>>>>>> >>>>>>> Can you be specific ... do you want me to create a Tag that says PAD >>>>>>> and apply this to all clients going forward if they have signed a PAD >>>>>>> agreement? >>>>>>> >>>>>>> This is new for me. >>>>>>> >>>>>>> Thank you >>>>>>> >>>>>>> On Mon, Nov 14, 2022 at 3:03 PM Brian Boxall >>>>>>> wrote: >>>>>>> >>>>>>>> Checking, Will ensure it is, if not. >>>>>>>> >>>>>>>> On Mon, Nov 14, 2022 at 3:02 PM Ali Malik >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Perfect thank you, and they are tagged in clearcare AS pad correct? >>>>>>>>> >>>>>>>>> On Mon, Nov 14, 2022 at 3:34 PM Brian Boxall >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Attached the PADs >>>>>>>>>> >>>>>>>>>> On Mon, Nov 14, 2022 at 2:31 PM Brian Boxall >>>>>>>>>> wrote: >>>>>>>>>> >>>>>>>>>>> Clients fill out a Pre Authorized Debit Agreement which is >>>>>>>>>>> placed into their respective files. >>>>>>>>>>> >>>>>>>>>>> On Mon, Nov 14, 2022 at 2:29 PM Ali Malik >>>>>>>>>>> wrote: >>>>>>>>>>> >>>>>>>>>>>> Hi Brian, >>>>>>>>>>>> >>>>>>>>>>>> I need payment information, don't we collect this from clients >>>>>>>>>>>> when brought on? >>>>>>>>>>>> >>>>>>>>>>>> We are not accepting cheques currently and the only form of >>>>>>>>>>>>