--000000000000bed2c1062cc7c8a5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I=E2=80=99ll schedule a call so we can discuss the best next steps. On Tue, Jan 28, 2025 at 9:44=E2=80=AFAM Timothy Thomas wrot= e: > Hey Steve, > > We=E2=80=99ve encountered multiple instances where clients sign the agree= ment on > behalf of their parents and provide their parents=E2=80=99 payment inform= ation. In > reference to Shawntel=E2=80=99s email below, could we include specific la= nguage in > the CCA to address this scenario? > > Thanks > Tim > > On Tue, Jan 28, 2025 at 12:15=E2=80=AFPM Shawntel Sousa wrote: > >> Hi Tim, >> >> After discussing with DeAnn in billing, we identified that the Canadian >> agreement does not fully address the legal requirements related to the >> Power of Attorney (POA). >> >> DeAnn highlighted that the POA must complete the attached section. >> However, the agreement does not specify that the POA assumes responsibil= ity >> for fees incurred due to missed payments, nor does it require the POA to >> provide documentation if the client=E2=80=99s bank account is in the cli= ent=E2=80=99s name. >> > >> We need a clearer agreement outlining the responsibilities of the POA an= d >> the documentation required from them. >> >> Let me know your thoughts, and I=E2=80=99m happy to discuss further if n= eeded. >> >> Best regards, >> >> >> *Thank you,* >> >> *Shawntel Sousa, LPN* >> >> *Client Success Manager* >> >> *Office: 403-301-3777* >> >> *Direct: 403-305-6588* >> >> *TheKey.ca * >> >> [image: TheKey] >> >> --000000000000bed2c1062cc7c8a5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I=E2=80=99ll schedule a call so we can discuss the best n= ext steps. On Tue, Jan 28, 2025 at 9:44=E2=80=AFA= M Timothy Thomas < tt@thekey.com >= wrote: Hey Steve, We=E2=80=99ve encountered multiple instances where clients= sign the agreement on behalf of their parents and provide their parents=E2= =80=99 payment information. In reference to Shawntel=E2=80=99s email below,= could we include specific language in the CCA to address this scenario? Thanks Tim On Tue, Jan 28, 2025 at 12:15=E2= =80=AFPM Shawntel Sousa < ssousa@thekey.com > wrote: Hi Tim, After discussing with DeAnn in billing, we = identified that the Canadian agreement does not fully address the legal req= uirements related to the Power of Attorney (POA). DeAnn highlighted = that the POA must complete the attached section. However, the agreement doe= s not specify that the POA assumes responsibility for fees incurred due to = missed payments, nor does it require the POA to provide documentation if th= e client=E2=80=99s bank account is in the client=E2=80=99s name. We need a= clearer agreement outlining the responsibilities of the POA and the docume= ntation required from them. Let me know your thoughts, and I=E2=80= =99m happy to discuss further if needed. Best regards, Thank you, <b style=3D"f