Re: Docusign

From
Audra Williams <audraw@thekey.com>
To
Keri Thrush <kthrush@thekey.com>
CC
Timothy Thomas <tt@homecareassistance.com>, Audra Williams <audraw@thekey.com>, Cheryl Cartwright <ccartwright@homecareassistance.com>, Shelby Kelter <skelter@homecareassistance.com>, CX Team <cxteam@homecareassistance.com>
Date
Wed, 16 Mar 2022 11:49:14 -0700
Folder
INBOX
--0000000000005c929205da5a5f5f Content-Type: multipart/alternative; boundary="0000000000005c929105da5a5f5e" --0000000000005c929105da5a5f5e Content-Type: text/plain; charset="UTF-8" Thank you, Keri!! On Wed, Mar 16, 2022 at 11:46 AM Keri Thrush wrote: > Hi all, > > Last week the Docusign training available in OpenLMS was updated. It is > extremely user friendly and a GREAT resource for new training but a > refresher as well. > > Cheryl, just in case, I went ahead and enrolled you in the course :). If > you desire to access and need assistance with logging in, please click > here > for > instructions. You can locate the course under "my courses" on the right > side of your dashboard and under the search engine type in "docusign". Or, > you can go to "all courses" and do the same action like the screenshot > below. > > [image: Screen Shot 2022-03-16 at 11.35.00 AM.JPG] > > > > On Wed, Mar 16, 2022 at 11:34 AM Timothy Thomas > wrote: > >> Thanks Audra. >> >> On Wed, Mar 16, 2022 at 2:33 PM Audra Williams wrote: >> >>> Hi Shelby! >>> >>> Can you send the training videos to Cheryl so that she can upload her >>> new Client Agreement into Toronto Docusign, please? >>> >>> Best, >>> >>> On Wed, Mar 16, 2022 at 11:19 AM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> Hi Audra, >>>> >>>> Clients can receive all their documents through docusign. The client >>>> consent, the emergency contact form, the credit card authorization form and >>>> the direct deposit form. We however do not have the authority to upload our >>>> new client consent form so we need that to be uploaded. It is attached >>>> here. Please note that this document needs the ability to be changed each >>>> time we send it out so can it be uploaded in such a way that we can >>>> manipulate it? >>>> >>>> Cheryl >>>> >>>> On Tue, Mar 15, 2022 at 11:28 PM Audra Williams >>>> wrote: >>>> >>>>> Yes please. Are you using the other client facing documents in >>>>> Docusign? I want to make sure before I have this duplicated. >>>>> >>>>> Best, >>>>> >>>>> On Tue, Mar 15, 2022 at 8:12 PM Cheryl Cartwright >>>> ccartwright@homecareassistance.com> wrote: >>>>> >>>>>> Not yet. We just had this finalized last week actually but we can >>>>>> definitely do that if that's what's preferred. >>>>>> >>>>>> >>>>>> >>>>>> On Tue., Mar. 15, 2022, 11:07 p.m. Audra Williams, >>>>>> wrote: >>>>>> >>>>>>> Thanks, Cheryl! >>>>>>> >>>>>>> Did you upload it into Docusign? If so, I can't see it on my side >>>>>>> for some reason. >>>>>>> >>>>>>> Best, >>>>>>> >>>>>>> On Tue, Mar 15, 2022 at 8:04 PM Cheryl Cartwright >>>>>> ccartwright@homecareassistance.com> wrote: >>>>>>> >>>>>>>> Hi Audra, >>>>>>>> >>>>>>>> We recently, with Tim, made changes to our consent which is >>>>>>>> attached here. If you wish to discuss any of it please let me know. >>>>>>>> >>>>>>>> Cheryl >>>>>>>> >>>>>>>> On Tue., Mar. 15, 2022, 11:02 p.m. Audra Williams, >>>>>>> audraw@thekey.com> wrote: >>>>>>>> >>>>>>>>> Hi Cheryl! 

Thread (1)