--000000000000ec356506351cc17b Content-Type: multipart/alternative; boundary="000000000000ec356506351cc17a" --000000000000ec356506351cc17a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 attention >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $16k open bala= nce >> for these client=E2=80=99s missing documentation listed by region. Pleas= e review >> and address the document attached in the link below, including any clien= ts >> 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 generated >> will not be reflected until the client is re-audited and an updated repo= rt >> 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 Dec= -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 De= c-Apr >> 2025. >> - Canada Region currently has the second largest # of clients that >> have started services in need of attention at 12. >> >> >> >> >> >> *Approx $16k open balance due for clients with a missing/incomplete >> Client Consent Agreement or payment authorization forms. $14k open balan= ce >> for clients with start dates in Dec-Apr 2025.* >> >> >> >> >> >> >> >> >> >> >> >> >> >> 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 goin= g >> to File > Downl