Re: FW: 10/14/24 - Action Required - $2.8k Open Balance - New Client Audit Results

--000000000000bfce710624aaedeb Content-Type: multipart/alternative; boundary="000000000000bfce6f0624aaedea" --000000000000bfce6f0624aaedea Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sharon, As long as this client is deactivated in WellSky then they will drop off from our audit! Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Wed, Oct 16, 2024 at 5:38=E2=80=AFPM Sharon Speirs = wrote: > Hi Tim and Alejandro > I feel like I am a bit of a broken record but this client is now > deactivated, he lives in the UK. He does not answer our emails. We have a > signed agreement with him from the last time he used our services which i= s > on file and has his address etc. We have sent the new Visa to use to > the billing department, they asked for a zip code and we sent that as wel= l. > We are NOT going to get another signed agreement from him as he is not > returning our email or our calls but I know the credit card is good and > Cathy resent everything again on Monday. > We just need to put the one invoice on his credit card and we will never > see him again > Sharon > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Wed, Oct 16, 2024 at 2:17=E2=80=AFPM Timothy Thomas wr= ote: > >> Can you make sure these are loaded asap. >> >> Thanks! >> >> ---------- Forwarded message --------- >> From: >> Date: Wed, Oct 16, 2024 at 4:42=E2=80=AFPM >> Subject: FW: 10/14/24 - Action Required - $2.8k Open Balance - New Clien= t >> Audit Results >> To: Kelley Richard , Sarah Arnold > sarnold@thekey.com>, Araceli Gutierrez , >> Timothy Thomas , Coddye Ring-Noonan > coddye.ringnoonan@thekey.com>, Kimberly Guerci >> Cc: Lito Delapena , William Schmiedeknecht > william.schmiedeknecht@thekey.com>, Jeannie Ortiz > jeannie.ortiz@thekey.com> >> >> >> Hello >> >> >> >> The below clients have started care and are missing critical documents, >> as of the last audit. Can someone please investigate these and get back = to >> me with an update on where we are in collecting them, or if we should wo= rk >> on suspending services? >> >> >> >> *Patient Name* >> >> *Division* >> >> *Region* >> >> *location* >> >> *URL* >> >> *Priority* >> >> *First Completed Shift Date* >> >> *Current Status* >> >> >> *Signed Consent Agreement or Contract on File?(As of last audit)* >> >> >> *Payment Authorization on File? (As of last audit)* >> >> *Open Balance* >> >> Milton Shaevel >> >> West >> >> Texas Arizona >> >> Austin >> >> TheKey of South Texas >> >> High >> >> 9/16/2024 >> >> Started >> >> Not Loaded >> >> Not Loaded >> >> $127.50 >> >> Siewchin Sommer >> >> GCM >> >> GCM >> >> Geriatric Care Consultants >> >> Geriatric Care Consultants >> >> High >> >> 9/23/2024 >> >> Started >> >> Accurate & Complete >> >> Loaded but Incomplete >> >> $1,163.46 >> >> Pace Day Center >> >> West >> >> Nebrask