--0000000000008b4e53061e69bd16 Content-Type: multipart/alternative; boundary="0000000000008b4e51061e69bd15" --0000000000008b4e51061e69bd15 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 (408) 479-8654 TheKey.com [image: TheKey] On Mon, Jul 29, 2024 at 5:13=E2=80=AFPM Timon Page = 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 > > > > On Mon, Jul 29, 2024 at 5:07=E2=80=AFPM Timon Page 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 >> >> >> >> On Mon, Jul 29, 2024 at 4:57=E2=80=AFPM 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 accordanc= e >>> with our onboarding process. Also below is a breakdown of the over $19K >>> open balance for these client=E2=80=99s 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 acc= ount >>> 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 clien= t is >>> re-audited and an updated report is generated. >>> >>> >>> >>> Please click here to review >>> >>> 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 date= s in >>> Mar 2024 =E2=80=93 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 ne