Re: New client Sue

From
Katie Buell <kbuell@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Steve Koyanagi <skoyanagi@thekey.com>
Date
Wed, 6 Sep 2023 11:21:40 -0700
Folder
INBOX
--000000000000534f660604b4d1ca Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, Steve and I met today and updated the consent agreements as much as we can so far. We need some additional input from you to make final updates: *MONTREAL FRENCH CCA:* - The d/b/a for Montreal is *Home Care Assistance (Montreal) Inc. d/b/a TheKey*. How do we type "d/b/a" in French? *ONTARIO AND TORONTO CCA:* - Steve informed me that we have several different companies in Ontario/Toronto. We have two different CCAs. Do we still need two CCAs? = And which entity are we operating under in Ontario/Toronto? I have updated the rest of the CCAs and am in the process of updating supporting documents (payment authorizations, etc). I will complete this as soon as I have this additional information from you. Thanks! Katie Buell, CSPO Product Manager 415-385-1721 TheKey.com [image: TheKey] On Wed, Aug 30, 2023 at 11:00=E2=80=AFAM Timothy Thomas wro= te: > Got it, thanks Steve > > On Wed, Aug 30, 2023 at 1:42=E2=80=AFPM Steve Koyanagi > wrote: > >> Working on getting #2. For 5, let's just make these changes first. >> >> On Wed, Aug 30, 2023 at 8:36=E2=80=AFAM Katie Buell = wrote: >> >>> Confirming receipt. Mike is no longer with the company so I will wait t= o >>> hear from @Steve Koyanagi about the two open >>> items below before I begin making changes >>> >>> Katie Buell, CSPO >>> Product Manager >>> 415-385-1721 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> >>> On Wed, Aug 30, 2023 at 6:15=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Katie, >>>> >>>> 1. Yes this is for all of Canada. >>>> 2. @Mike Pham could you please confirm the >>>> exact DBA names for each canadian entity as per Katie's question. >>>> 3. Yes please remove the HCA reference >>>> 4. If you could please us TheKey Formerly home care assistance Logo. O= n >>>> the french consent agreement, please use the attached logo. >>>> 5. I'll let @Steve Koyanagi handle this. >>>> >>>> Thanks, >>>> Tim >>>> >>>> >>>> On Thu, Aug 24, 2023 at 6:44=E2=80=AFPM Katie Buell wrote: >>>> >>>>> Hi Tim, >>>>> >>>>> Yes, I can assist with this. Some questions to address first: >>>>> >>>>> - Is this for all of Canada? or only specific locations? I will >>>>> need to know which locations >>>>> - What specifically is the d/b/a name? Is it Home Care Assistance >>>>> dba TheKey? Or is it, for example, Home Care Assistance of Montrea= l dba >>>>> TheKey? I will need that very specific dba for each location. >>>>> - There are several references throughout the CCA to "HCA". I >>>>> assume those will need to be updated to TheKey as well? >>>>> - Logo -- is it just TheKey logo, or is there a co-branded logo >>>>> you are using? >>>>> - @Steve Koyanagi do we just need to change >>>>> HCA to TheKey in their agreements, or do we need to move them over= to >>>>> something similar to the new agreements being used by TheKey US? >>>>> >>>>> >>>>> Katie Buell, CSPO >>>>> Product Manager >>>>> 415-385-1721 >>