--000000000000ece572062e9b4ddc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable + Tim Thomas On Thu, Feb 20, 2025 at 2:43=E2=80=AFPM Jeannie Ortiz wrote: > Hi Chery, > > I wanted to follow up regarding Ariyan's request for a POA document. This > has been unresolved for a month now; it is necessary to have a *Financial > Power of Attorney (POA) on file or a bank statement proving that this is = a > joint account with her son*. While the PAF form was signed by Marija, > allowing us to use the client=E2=80=99s bank account for payments, this a= lone does > not provide sufficient financial authority. > > Without a Financial POA, the client retains complete control over her > finances and *could dispute charges at any time*, putting us at risk of *= nonpayment > and financial loss*. If they decide to contest transactions, we have no > legal standing to enforce payment, meaning we risk *losing the entire > amount owed for services provided*. > > Given the potential financial and operational risks, we *cannot continue > services without securing a Financial POA*. Please prioritize obtaining > this document as soon as possible to protect us adequately. Feel free to > let me know if you need any assistance or if there are any roadblocks in > the process. > > 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 Mon, 17 Feb at 5:56 PM , Ariyan Green > wrote: > Hello Cheryl, > > I am reaching out per my previous email for a POA for Marija Padgen to > show that she is authorized to sign the Consent Agreement on behalf of ou= r > clients. Do you have any updates you can provide at this time? > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Fri, 14 Feb at 6:09 PM , Ariyan Green > wrote: > Hello, > > I was reviewing this profile and noticed there are completed shifts in > Clearcare. Can we get an update on the financial POA for Marija Padgen? > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Fri, 24 Jan at 12:38 PM , Ariyan Green wrote: > Good morning Cheryl, > > I am auditing this client's onboarding documents and noticed that the > payment method provided on the CCA belongs to our clients; however, the > form is signed by the clients' daughter Marija Padgen. > > Joey informed me that the client is currently in the hospital and will > resume services when released. I kindly ask for the office to inform us > when the client begins services so we can follow up on an updated CCA or = a > financial POA to have on file that authorizes Marija's signature. Please > let me know if you have any questions or concerns. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > O