Re: 163972 Carole Petsche - FIN-WELCOME CALL - [#1025884]

From
Joey Taylor <joey.taylor@thekey.com>
To
DeAnna Brown <ltci@thekey.com>
CC
djacobs@thekey.com, jeannie.ortiz@thekey.com, tt@thekey.com
Date
Mon, 6 Jan 2025 14:12:07 -0500
Folder
INBOX
--000000000000409762062b0e6851 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, The client had complications at the hospital and was not released after her surgery. It is impossible for her to fill out the documents at this point and we never started care here. It is on hold for now so lets wait and see what happens. Thank you, On Mon, Jan 6, 2025 at 2:02=E2=80=AFPM DeAnna Brown wrote= : > THIRD ATTEMPT > > Hi Dominique, > > Thank you for getting that uploaded for us. I noticed however that the > signature is an email address instead of the first and last name of the > card payor. > Unfortunately, in order to remain compliant with our legal and payment > processing policies, we require a signature that includes both a first an= d > last name. Upon reviewing PandaDoc, I found that this issue occurred > because the first and last name were not entered in the signer details > before the document was sent for signature, causing PandaDoc to default t= o > the email address instead. > > To prevent this from happening in the future, please ensure that both the > first and last name are included in the recipient details before sending > the document for signature. > > > Can you please let me know once you have a new PAF uploaded? > > Thank you, > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Fri, 3 Jan at 5:16 PM , DeAnna Brown wrote: > Hi Dominique, > > Thank you for getting that uploaded for us. I noticed however that the > signature is an email address instead of the first and last name of the > card payor. > Unfortunately, in order to remain compliant with our legal and payment > processing policies, we require a signature that includes both a first an= d > last name. Upon reviewing PandaDoc, I found that this issue occurred > because the first and last name were not entered in the signer details > before the document was sent for signature, causing PandaDoc to default t= o > the email address instead. > > To prevent this from happening in the future, please ensure that both the > first and last name are included in the recipient details before sending > the document for signature. > > > Can you please let me know once you have a new PAF uploaded? > > Thank you, > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Mon, 30 Dec, 2024 at 8:32 AM , DeAnna Brown wrote: > Hi Dominique, > > Thank you for getting that uploaded for us. I noticed however that the > signature is an email address instead of the first and last name of the > card payor. > Unfortunately, in order to remain compliant with our legal and payment > processing policies, we require a signature that includes both a first an= d > last name. Upon reviewing Pa

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