--00000000000064a09006351e25bd Content-Type: multipart/alternative; boundary="00000000000064a08e06351e25bc" --00000000000064a08e06351e25bc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You are most welcome! *Alejandro Aponte* Finance Onboarding Analyst III | TheKey Mobile: (408) 479-8654 On Wed, May 14, 2025 at 3:23=E2=80=AFPM Timon Page = wrote: > Thanks Alejandro. I've corrected it and will remind the team to check > billing rates! > > 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 Wed, May 14, 2025 at 2:31=E2=80=AFPM Alejandro Aponte > wrote: > >> Hello Timon, >> >> Thank you for the update, Nicolina Mazzocco has been removed from the >> audit. >> >> I do want to bring to your attention that the client's bill rate is >> $40.00/hr in the contract they signed, but we are billing the client in >> clear care at a rate of $39.00/hr. >> >> >> >> *Alejandro Aponte* >> Finance Onboarding Analyst III | TheKey >> >> Mobile: (408) 479-8654 >> >> >> >> >> >> On Wed, May 14, 2025 at 9:27=E2=80=AFAM Timon Page wrote: >> >>> Morning Alejandro >>> >>> The documents for the Toronto client are uploaded into ClearCare. >>> >>> Have a great day! >>> >>> 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 Tue, May 13, 2025 at 5:23=E2=80=AFPM wrote: >>> >>>> Hello Everyone, >>>> >>>> >>>> >>>> Please see the below summary by region for clients in need of attentio= n >>>> due to missing or incomplete mandatory documents in accordance with ou= r >>>> onboarding process. Also below is a breakdown of the over $16k open ba= lance >>>> for these client=E2=80=99s missing documentation listed by region. Ple= ase review >>>> and address the document attached in the link below, including any cli= ents >>>> with a start month in Dec-Apr 2025 who account for $14k of these open >>>> balances. The deadline for May commissions is Friday June 6th, please >>>> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. >>>> ***Please note changes made after the updated report has been generate= d >>>> will not be reflected until the client is re-audited and an updated re= port >>>> is generated. >>>> >>>> >>>> >>>> Please click here to review the updated audit tracker. >>>> >>>> >>>> >>>> >>>> - Concierge Region currently has the largest open balance at over >>>> $13k in total with over $13k open for clients with start dates in D= ec-Apr >>>> 2025. >>>> - Bay Area Region currently has the largest # of clients that have >>>> started services in need of attention at 17. >>>> - Midwest Region currently has the second largest open balance at >>>> $1,176.00 in total with $0.00 open for clients with start dates in = Dec-Apr >>>> 2025. >>>> - Canada Region currently has