Fwd: 168260 Blanca Munoz - FIN-WELCOME CALL - [#1126693]

From
Keith Keough <clientservice@thekey.com>
To
nathan.castaneda@thekey.com
CC
timon.page@thekey.com, michelle.hudgins@thekey.com, tt@thekey.com
Date
Wed, 02 Jul 2025 16:49:50 +0000
Folder
INBOX
----==_mimepart_6865632e1476d_1ee3fa177b8392463179f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Nathan,=C2=A0 Just wanted to follow up on the missing PAF for this cl= ient. The client has had 6 completed services with TheKey and an overdue = balance of C$539 due to no payment information on file.=C2=A0 I also see= the remaining shifts have been cancelled, we need this payment informati= on to charge the client for the completed services before possible deacti= vation as well.=C2=A0 Thank you,=C2=A0 Keith Keough Financial Onboa= rding Specialist |=C2=A0TheKey Mobile: 855-205-8007 =C2=A0 = = On Thu, 26 Jun at 5:29 PM , Keith Keough w= rote: = = Hi Nathan,=C2=A0 = Just following up on the signed PAF form for this client. I do not see i= t has been uploaded to the client's Wellsky profile.=C2=A0 = Thank you,=C2=A0 = = Keith Keough = = Financial Onboarding Specialist |=C2=A0TheKey = Mobile: 855-205-8007 = = =C2=A0 = = = = On Wed, 18 Jun at 9:52 AM , Keith Keough w= rote: = = Hi Nathan, hope you are doing well today :) = I am reaching out in regards to our client Blanca Munoz. I was reviewing= the client's profile in Wellsky and I do not see an uploaded and signed = PAF on file. I did go through the signed CCA but there is no PAF for paym= ent. Will you be obtaining this and uploading to their profile? We do nee= d this on file for proper billing and invoicing, i do see the client has = started services as of this week.=C2=A0 = Thank you,=C2=A0 = = = = Keith Keough = = Financial Onboarding Specialist |=C2=A0TheKey = Mobile: 855-205-8007 = = =C2=A0 ----==_mimepart_6865632e1476d_1ee3fa177b8392463179f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Nathan,=C2=A0 Just wanted to follow up on the missing PAF for this cli= ent. The client has had 6 completed services with TheKey and an overdue b= alance of C$539 due to no payment information on file.=C2=A0 I also see the remaining shifts have been cancelled, we = need this payment information to charge the client for the completed serv= ices before possible deactivation as well.=C2=A0 Thank you,=C2=A0 Keith Keough Financial Onboarding S= pecialist |=C2=A0 TheKey Mobile: 855-205-8007 =C2=A0 <blockquote c

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