Hello,
This has been completed and uploaded to client's Wellsky chart.
Thank you and happy holidays!
Malin
Malin Maleegrai, LCSW
Client Success Manager
malin.maleegrai@thekey.com
847-853-7777
[image: TheKey]
On Wed, Dec 18, 2024 at 12:21 PM Diane Mockenhaupt <dmockenhaupt@thekey.com>
wrote:
> Hi Jeannine,
>
> We have to get a wet signature as the client cannot do pandadoc. Malin
> will go out this week and it should be uploaded before Monday.
>
> Thank you,
> Diane
>
> On Tue, Dec 17, 2024 at 4:35 PM Jeannie Ortiz <ltci@thekey.com> wrote:
>
>> Hi Team,
>>
>> Ariyan or I haven't received a response. How are we proceeding with this
>> request?
>>
>>
>> Thank You,
>> Jeannie Ortiz
>> Finance Onboarding & Experience Manager
>> jeannie.ortiz@thekey.com
>> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com
>>
>>
>> On Fri, 13 Dec at 4:16 PM , Ariyan Green <ltci@thekey.com> wrote:
>> Hi Diane,
>>
>> I am following up per Jeannie's email to confirm if the Consent Agreement
>> has been completed. Currently, the last page of the form with the
>> "Statement of Confidentiality" is not signed. My initial request to you was
>> on November 13th and I have not received an update. I would appreciate if
>> you can provide any updates at this time. Thank you.
>>
>> Kind Regards,
>> Ariyan Green
>> Finance Onboarding Analyst
>> Email: ltci@thekey.com
>> Ph: 855-205-8007
>> Fax: 813-693-5625
>>
>>
>>
>> On Wed, 20 Nov at 11:17 AM , Jeannie Ortiz <ltci@thekey.com> wrote:
>> Good Day,
>>
>> I am following up on Ariyan's question above. If the client's bill of
>> rights is not signed, is this an issue? Should this be signed?
>>
>> Thank You,
>> Jeannie Ortiz
>> Finance Onboarding & Experience Manager
>> jeannie.ortiz@thekey.com
>> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com
>>
>>
>> On Wed, 13 Nov at 10:02 AM , Ariyan Green <ltci@thekey.com> wrote:
>> Good morning Diane,
>>
>> I am reviewing this client as part of my welcome call audit and I noticed
>> that the Client Bill of Rights is not signed by the client. Does this
>> section require a signature? If so, please assist the client to sign the
>> Bill of Rights where indicated so that the CCA is accurate. Thank you for
>> your attention to this matter.
>>
>>
>> Kind Regards,
>> Ariyan Green
>> Finance Onboarding Analyst
>> Email: ltci@thekey.com
>> Ph: 855-205-8007
>> Fax: 813-693-5625
>>
>>
>> 976664:611100
>>
>