Re: 08/12/24 - Action Required - $29k Open Balance - New Client Audit Results

Hello Audra,

Yes, they will be added to the distribution list starting next week's
Monday!

Regards,
*Alejandro Aponte*
Finance Onboarding Analyst III
*Please note my email has changed:*
aaponte@thekey.com <https://brand.thekey.com/esg/aaponte@thekey.com>
408 479-8654
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Wed, Aug 14, 2024 at 8:35 AM Audra Williams <audraw@thekey.com> wrote:

> Hi Aejandro!
>
> Can you please add @Emily Swackhamer <emily.swackhamer@thekey.com> to
> this email list as she is the new GM for our St. Louis market.
>
> Best,
>
> On Mon, Aug 12, 2024 at 1:33 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 $29K 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 May 2024 - July 2024 who account for over $24k of
>> these open balances. The deadline for August commissions is Friday September
>> 6th , 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
>> <https://docs.google.com/spreadsheets/d/1kCMydpdQVrss8Z2qg8XmzaVChpVYKrgh/edit?gid=104340023#gid=104340023>to
>> review the updated audit tracker.
>>
>>
>>
>>    - West Division currently has the largest open balance at over $17k
>>    in total with $13k open for clients with start dates in May 2024 – July
>>    2024 and has the largest # of clients that have started services in need of
>>    attention at 22.
>>    - GCM Division currently has the second largest open balance at over
>>    $8k in total with over $8k open for clients with start dates in May 2024 -
>>    July 2024 and currently has the second largest # of clients that have
>>    started services in need of attention at 10.
>>
>>
>>
>>
>>
>> *Approx $29k open balance due for clients with a missing CCA or payment
>> authorization forms. $24k open balance for clients with start dates in May
>> 2024 - July 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:* Friday, August 9, 2024 5:20 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:* 08/09/24 - Action Required - $32k Open Balance - New Client
>> Audit Results
>>
>>
>>
>> Hello Everyone,
>>
>>
>>
>> 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 $32K 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 May 2024 - June 2024 who account for over $9k 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
>> <https://docs.google.com/spreadsheets/d/19m8qybEplGyWi3KsQdMG5iQ_C2P_7VQC/edit?gid=104340023#gid=104340023>to
>> review the updated audit tracker.
>>
>>
>>
>>    - West Division currently has the largest open balance at over $18k
>>    in total with $196.00 open for clients with start dates in May 2024 – June
>>    2024 and has the largest # of clients that have started services in need of
>>    attention at 21.
>>    - GCM Division currently has the second largest open balance at over
>>    $8k in total with over $7k open for clients with start dates in May 2024 -
>>    June 2024 and currently has the second largest # of clients that have
>>    started services in need of attention at 10.
>>
>>
>>
>>
>>
>> *Approx $32k open balance due for clients with a missing CCA or payment
>> authorization forms. $9k open balance for clients with start dates in May
>> 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:* Thursday, August 8, 2024 4:51 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:* 08/08/24 - Action Required - $47k Open Balance - New Client
>> Audit Results
>>
>>
>>
>> Hello Everyone,
>>
>>
>>
>> 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 $47K 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 May 2024 - June 2024 who account for over $9k 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
>> <https://docs.google.com/spreadsheets/d/153pFH85bu93o-afYHx1YODqbmla0y3kj/edit?gid=104340023#gid=104340023>to
>> review the updated audit tracker.
>>
>>
>>
>>    - West Division currently has the largest open balance at over $32k
>>    in total with $196.00 open for clients with start dates in May 2024 – June
>>    2024 and has the largest # of clients that have started services in need of
>>    attention at 21.
>>    - GCM Division currently has the second largest open balance at over
>>    $8k in total with over $7k open for clients with start dates in May 2024 -
>>    June 2024.
>>    - East Division currently has the second largest # of clients that
>>    have started services in need of attention at 10.
>>
>>
>>
>>
>>
>> *Approx $47k open balance due for clients with a missing CCA or payment
>> authorization forms. $9k open balance for clients with start dates in May
>> 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:* Wednesday, August 7, 2024 4:36 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:* 08/07/24 - Action Required - $4k Open Balance - New Client
>> Audit Results
>>
>>
>>
>> Hello Everyone,
>>
>>
>>
>> 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 $4K 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 May 2024 - June 2024 who account for $0.00 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
>> <https://docs.google.com/spreadsheets/d/1x3_DNKIn270il6X7mb9m4ZMPFL1022Je/edit?gid=104340023#gid=104340023> to
>> review the updated audit tracker.
>>
>>
>>
>>    - West Division currently has the largest open balance at over $3k in
>>    total with $0.00 open for clients with start dates in May 2024 – June 2024
>>    and has the largest # of clients that have started services in need of
>>    attention at 19.
>>    - Canada Division currently has the second largest open balance at
>>    $933.03 in total with $0.00 open for clients with start dates in May 2024 -
>>    June 2024.
>>    - East Division currently has the second largest # of clients that
>>    have started services in need of attention at 10.
>>
>>
>>
>>
>>
>> *Approx $4k open balance due for clients with a missing CCA or payment
>> authorization forms. $0.00 open balance for clients with start dates in May
>> 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:* Tuesday, August 6, 2024 5:27 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:* 08/06/24 - Action Required - $8k Open Balance - New Client
>> Audit Results
>>
>>
>>
>> Hello Everyone,
>>
>>
>>
>> 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 $8K 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 May 2024 - June 2024 who account for $125.09 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
>> <https://docs.google.com/spreadsheets/d/1-FVlqRhj91IumZaRaa1lUmn9iWAk8VFv/edit?gid=104340023#gid=104340023>to
>> review the updated audit tracker.
>>
>>
>>
>>    - West Division currently has the largest open balance at over $6k in
>>    total with $55.71 open for clients with start dates in May 2024 – June 2024
>>    and has the largest # of clients that have started services in need of
>>    attention at 23.
>>    - Canada Division currently has the second largest open balance at
>>    over $1.1k in total with $0.00 open for clients with start dates in May
>>    2024 - June 2024.
>>    - East Division currently has the second largest # of clients that
>>    have started services in need of attention at 13.
>>
>>
>>
>>
>>
>> *Approx $8k open balance due for clients with a missing CCA or payment
>> authorization forms. $125.09 open balance for clients with start dates in
>> May 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, August 5, 2024 5:21 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:* 08/05/24 - Action Required - $19k 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 $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 $9K 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
>> <https://docs.google.com/spreadsheets/d/1lED0qutrlWp9h0U6g7kxZelksp4I3ReS/edit?gid=104340023#gid=104340023>to
>> review the updated audit tracker.
>>
>>
>>
>>    - West Division currently has the largest open balance at just over
>>    $10k in total with over $55.00 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.
>>    - Canada Division currently has the second largest open balance at
>>    over $9.2k in total with over $9k open for clients with start dates in Mar
>>    2024 - June 2024.
>>    - 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. $9k 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 29, 2024 4:58 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:* 07/29/24 - Action Required - $19k 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 $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 9
>> th , 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 2024 - June 2024 who account for over $10K of
>> these open balances. The deadline for July commissions is Friday August 9
>> th , 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/14qc0PTSYzHM8XhG9yWcmUW429FHeUXfu/edit?gid=104340023#gid=104340023>
>> the updated audit tracker.
>>
>>
>>
>>    - Canada Division currently has the largest open balance at just over
>>    $7k in total with over $7k open for clients with start dates in Mar 2024 –
>>    June 2024.
>>    - West Division currently has the second largest open balance at over
>>    $3k 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 17.
>>    - East Division currently has the second largest # of clients that
>>    have started services in need of attention at 8.
>>
>>
>>
>>
>>
>> *Approx $14k 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 15, 2024 3:12 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:* 07/15/24 - Action Required - $24k 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 $24K 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 $18K of
>> these open balances. The deadline for July commissions is Friday August 9
>> th , 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
>> <https://docs.google.com/spreadsheets/d/1wxghRbJkTqUCiz5FrX5wNgAXn--FB0KD/edit?gid=104340023#gid=104340023> to
>> review the updated audit tracker.
>>
>>
>>
>>    - Canada Division currently has the largest open balance at just over
>>    $11k in total with $11k 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 $2k 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 12.
>>    - GCM Division currently has the second largest # of clients that
>>    have started services in need of attention at 7.
>>
>>
>>
>>
>>
>> *Approx $24k open balance due for clients with a missing CCA or payment
>> authorization forms. $18k 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*
>>
>>
>>
>>
>>
>>
>>
>>
>
> --
> Audra Williams
> Director, Divisional Operations
> (425) 757-7027
> TheKey.com <https://www.thekey.com/>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>