Re: 07/29/24 - Action Required - $19k Open Balance - New Client Audit Results

--000000000000b540f2061ea32b3f Content-Type: multipart/alternative; boundary="000000000000b540f0061ea32b3e" --000000000000b540f0061ea32b3e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro Apologies, it is now corrected. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Thu, Aug 1, 2024 at 1:29=E2=80=AFPM Alejandro Aponte wrote: > Thank you Timon, unfortunately I am still showing the client's name as > Sharon in WellSky, this may need to be updated manually in WellSky. > > > > [image: image.png] > > > > Regards, > *--* > *Alejandro Aponte* > Finance Onboarding Analyst III > aaponte@TheKey.com > > (408) 479-8654 > TheKey.com > [image: TheKey] > > > On Tue, Jul 30, 2024 at 9:13=E2=80=AFAM Timon Page wrote: > >> Morning Alejandro >> >> The Duffy client's first name is actually Karen. It was misinterpreted o= n >> the intake call and although the name was corrected in WellSky, it wasn'= t >> in SF. I have now corrected it. >> >> Have a great day! >> Timon Page >> General Manager, Ontario >> *Please note my email address has changed:* >> timon.page@thekey.com >> Mobile: (437) 223-0841 >> TheKey.com >> >> >> >> On Mon, Jul 29, 2024 at 5:42=E2=80=AFPM Alejandro Aponte >> wrote: >> >>> Hello Timon, >>> >>> Thank you for the updates here, please see the below notes for each >>> client: >>> >>> *Fred Lange* - This client has been removed from the audit, enrolled in >>> autopay, and payment has been processed for the past due amount of $352= .56. >>> >>> *Sharon Duffy* - This client's CCA uploaded into wellsky/clear care is >>> inaccurate. The client name shows we are providing services to Karen Du= ffy, >>> but the actual client is named Sharon Duffy in wellsky/clear care. We >>> cannot remove the client from the audit until a client consent >>> agreement with the correct client's name is secured. >>> >>> >>> >>> [image: image.png] >>> >>> >>> >>> Regards, >>> *--* >>> *Alejandro Aponte* >>> >>> aaponte@TheKey.com >>> >>> (408) 479-8654 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Mon, Jul 29, 2024 at 5:13=E2=80=AFPM Timon Page >>> wrote: >>> >>>> PAD for Fred Lange is now uploaded. >>>> Timon Page >>>> General Manager, Ontario >>>> *Please note my email address has changed:* >>>> timon.page@thekey.com >>>> Mobile: (437) 223-0841 >>>> TheKey.com >>>> >>>> >>>> >>>> On Mon, Jul 29, 2024 at 5:07=E2=80=AFPM Timon Page >>>> wrote: >>>> >>>>> Hey Alejandro >>>>> >>>>> All docs for Sharon Duffy were uploaded July 02, 2024. We are locatin= g >>>>> the PAD agreement for Fred Lange. >>>>> >>>>> Best regards, >>>>> Timon Page >>>>> General Manager, Ontario >>>>> *Please note my email address has changed:* >>>>> timon.page@thekey.com >>>>> Mobile: (437) 223-0841 >>>>> TheKey.com >>>>> >>>>> >>>>> >>>>> On Mon, Jul 29, 2024 at 4:57=E2=80=AFPM wrote: >>>>> >>>>>> Hello Everyone, >>>>>> >>>>>> >>>>>> >>>>>> I ho