Malin,
Can you please get the documents requested this week.
Thank you,
Diane
On Wed, Oct 22, 2025 at 9:19 AM Jeannie Ortiz <clientservice@thekey.com>
wrote:
> Good Day,
>
> I am writing to follow up on Laurie's request regarding the Power of
> Attorney (POA) documents. We have been working with this client since
> August and have yet to receive a response from the office regarding whether
> the POA documentation has been acquired. As of today, no documentation has
> been uploaded into Clear Care, which places us in a position of
> non-compliance.
>
> Have we successfully obtained any documentation from the POA that
> authorizes him to access the client's account? Moreover, in the event that
> the client disputes any costs, we currently lack the necessary
> documentation to address such a dispute effectively.
>
>
> 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, 17 Oct at 11:48 AM , Laurie Simpson <clientservice@thekey.com>
> wrote:
> Hi there,
>
> Have you been able to obtain the POA yet? Please let me know if there is
> anything I can do to make the agreement legal.
>
> Thank you,
> *Laurie Simpson*
> Finance Onboarding | *TheKey*
> Laurie.Simpson@thekey.com
>
> On Mon, 6 Oct at 11:52 AM , Laurie Simpson <clientservice@thekey.com>
> wrote:
> Malin,
>
> Please provide POA for Jerry Cauley to attach to agreement signed by Dean
> Cauley.
>
> Thank you,
> *Laurie Simpson*
> Finance Onboarding | *TheKey*
> Laurie.Simpson@thekey.com
>
>
>
>
> On Tue, 23 Sep at 12:00 PM , Malin Maleegrai <malin.maleegrai@thekey.com>
> wrote:
> I don't see the documents in my email. I will reach out to the family
> again.
>
> Thank you,
> Malin
>
> Malin Maleegrai, LCSW
> Client Success Manager
> malin.maleegrai@thekey.com
> 847-853-7777
> [image: TheKey]
>
>
> On Mon, Sep 22, 2025 at 1:31 PM Laurie Simpson <clientservice@thekey.com>
> wrote:
>
>> Malin,
>>
>> Please upload POA sent to you by family.
>>
>> Thank you,
>> *Laurie Simpson*
>> Finance Onboarding | *TheKey*
>> Laurie.Simpson@thekey.com
>>
>>
> 1174870:611100
>