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

Thank you, have a great day!

Regards,
*--*
*Alejandro Aponte*
Finance Onboarding Analyst III
aaponte@TheKey.com
<https://brand.thekey.com/esg/Alejandro%20.Aponte@TheKey.com>
(408) 479-8654
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Thu, Aug 1, 2024 at 2:13 PM Timon Page <timon.page@thekey.com> wrote:

> 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 <https://thekey.com/>
> <https://thekey.com>
>
>
> On Thu, Aug 1, 2024 at 1:29 PM Alejandro Aponte <aaponte@thekey.com>
> 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
>> <https://brand.thekey.com/esg/Alejandro%20.Aponte@TheKey.com>
>> (408) 479-8654
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Tue, Jul 30, 2024 at 9:13 AM Timon Page <timon.page@thekey.com> wrote:
>>
>>> Morning Alejandro
>>>
>>> The Duffy client's first name is actually Karen. It was misinterpreted
>>> on 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 <https://thekey.com/>
>>> <https://thekey.com>
>>>
>>>
>>> On Mon, Jul 29, 2024 at 5:42 PM Alejandro Aponte <aaponte@thekey.com>
>>> 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 Duffy,
>>>> 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
>>>> <https://brand.thekey.com/esg/Alejandro%20.Aponte@TheKey.com>
>>>> (408) 479-8654
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Mon, Jul 29, 2024 at 5:13 PM Timon Page <timon.page@thekey.com>
>>>> 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 <https://thekey.com/>
>>>>> <https://thekey.com>
>>>>>
>>>>>
>>>>> On Mon, Jul 29, 2024 at 5:07 PM Timon Page <timon.page@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hey Alejandro
>>>>>>
>>>>>> All docs for Sharon Duffy were uploaded July 02, 2024. We are
>>>>>> locating 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 <https://thekey.com/>
>>>>>> <https://thekey.com>
>>>>>>
>>>>>>
>>>>>> On Mon, Jul 29, 2024 at 4:57 PM <aaponte@thekey.com> wrote:
>>>>>>
>>>>>>> Hello Everyone,
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> I hope you all had a great weekend.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Please see the below summary by division for clients in need of
>>>>>>> attention due to missing or incomplete mandatory documents in accordance
>>>>>>> with our onboarding process. Also below is a breakdown of the over $19K
>>>>>>> open balance for these client’s missing documentation listed by division.
>>>>>>> Please review and address the document attached in the link below,
>>>>>>> including any clients with start months in Mar 2024 - June 2024 who account
>>>>>>> for over $10K of these open balances. The deadline for July
>>>>>>> commissions is Friday August 9th , please reach out to Alejandro
>>>>>>> Aponte, and Jeannie Ortiz with any questions. ***Please note changes made
>>>>>>> after the updated report has been generated will not be reflected until the
>>>>>>> client is re-audited and an updated report is generated.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Please click here to review
>>>>>>> <https://docs.google.com/spreadsheets/d/1wksLvY35VISKUT--J5ENKqWwuA-W9NaQ/edit?gid=104340023#gid=104340023>
>>>>>>> the updated audit tracker.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>    - Canada Division currently has the largest open balance at just
>>>>>>>    over $9.2k in total with over $8.9k open for clients with start dates in
>>>>>>>    Mar 2024 – June 2024.
>>>>>>>    - West Division currently has the second largest open balance at
>>>>>>>    over $8k in total with over $1k open for clients with start dates in Mar
>>>>>>>    2024 - June 2024 and has the largest # of clients that have started
>>>>>>>    services in need of attention at 19.
>>>>>>>    - East Division currently has the second largest # of clients
>>>>>>>    that have started services in need of attention at 10.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> *Approx $19k open balance due for clients with a missing CCA or
>>>>>>> payment authorization forms. $10k open balance for clients with start dates
>>>>>>> in Mar 2024 - June 2024.*
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Please note that recent Google updates has changed how the file
>>>>>>> appears when you open it as a commentor. Once you open the Google Sheet you
>>>>>>> will need to click the drop-down arrow on the right-hand side of the sheet
>>>>>>> to expand the menu. This will allow you to download the spreadsheet by
>>>>>>> going to File > Download > Excel (Snip included below for reference). You
>>>>>>> can also create a new temporary filter view for the Google Sheet which will
>>>>>>> allow you to adjust the filters on the Google Sheet using the icon that
>>>>>>> looks like a Google Sheet/Calculator.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> *Filtering Google Sheets in the new view*
>>>>>>>
>>>>>>> *Downloading document in the new view*
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> *From:* aaponte@thekey.com <aaponte@thekey.com>
>>>>>>> *Sent:* Monday, July 22, 2024 5:02 PM
>>>>>>> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
>>>>>>> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
>>>>>>> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
>>>>>>> gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>;
>>>>>>> 'Audra Williams' <audraw@thekey.com>; 'Alicia Broussard' <
>>>>>>> abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy
>>>>>>> Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <
>>>>>>> araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
>>>>>>> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
>>>>>>> 'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <
>>>>>>> triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; 'Beth
>>>>>>> Ann Rosario' <bethann.rosario@thekey.com>; 'Claudia Hernandez' <
>>>>>>> chernandez@thekey.com>; 'Jennifer Piper' <jennifer.piper@thekey.com>;
>>>>>>> 'Jessica Pascasio' <jpascasio@thekey.com>; 'Karoline Da Silva' <
>>>>>>> ksilva@tenderrose.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>;
>>>>>>> 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <
>>>>>>> leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>;
>>>>>>> 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <
>>>>>>> glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>;
>>>>>>> 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com;
>>>>>>> jcittadino@thekey.com; wreid@thekey.com; apuckett@thekey.com;
>>>>>>> csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com;
>>>>>>> jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com;
>>>>>>> cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com;
>>>>>>> jessica.thomas@thekey.com
>>>>>>> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
>>>>>>> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
>>>>>>> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <
>>>>>>> paul.kahn@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>;
>>>>>>> chad.everitt@thekey.com; kevin.murray@thekey.com;
>>>>>>> alyson.rohane@thekey.com; jennifer.lane@thekey.com;
>>>>>>> laura.meister@thekey.com; amanda.ominsky@thekey.com;
>>>>>>> rachel.andersoncapone@thekey.com; glane@thekey.com;
>>>>>>> dknier@thekey.com; kjayroe@thekey.com; melani.breach@thekey.com;
>>>>>>> tt@thekey.com; jeannie.ortiz@thekey.com
>>>>>>> *Subject:* 07/22/24 - Action Required - $14k Open Balance - New
>>>>>>> Client Audit Results
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Hello Everyone,
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> I hope you all had a great weekend.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> Please see the below summary by division for clients in need of
>>>>>>> attention due to missing or incomplete mandatory documents in accordance
>>>>>>> with our onboarding process. Also below is a breakdown of the over $14K
>>>>>>> open balance for these client’s missing documentation listed by division.
>>>>>>> Please review and address the document attached in the link below,
>>>>>>> including any clients with start months in Mar 20