--000000000000ad147b0621c51ea1 Content-Type: multipart/alternative; boundary="000000000000ad147a0621c51ea0" --000000000000ad147a0621c51ea0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have checked Nancy Sloan and her paperwork is uploaded since 9/4. Nancy Hindman's paperwork is uploaded. The PAF is located on page 4 of her consent. Ellen Sibre's paperwork is also uploaded(since 8/21)and the PAF is contained in the consent as well. On Tue, Sep 10, 2024 at 8:05=E2=80=AFAM Audra Williams = wrote: > Hi All! > > Please click here to review the updated audit tracker > and > upload/update what is needed. Please let me know if you have any questio= ns > at all! We are so close to getting this back to ZERO clients on the list= !! > > Thank you! > > On Mon, Sep 9, 2024 at 1:57=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> I hope you all had a great weekend. >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $12K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in June 2024 - Aug 2024 who account for over $12k of >> these open balances. The deadline for September commissions is Friday Au= gust >> 11th , 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 report is generated. >> >> >> >> Please click here to review the updated audit tracker. >> >> >> >> >> - West Division currently has the largest open balance at over $5.8k >> in total with $5.8k open for clients with start dates in June 2024 = =E2=80=93 Aug >> 2024 and currently has the largest # of clients that have started ser= vices >> in need of attention at 16. >> - East Division currently has the second largest open balance at over >> $5.5k in total with $5.5k open for clients with start dates in June 2= 024 - >> Aug 2024 and currently has the second largest # of clients that have >> started services in need of attention at 14. >> >> >> >> >> >> *Approx $12k open balance due for clients with a missing CCA or payment >> authorization forms. $12k open balance for clients with start dates in J= une >> 2024 - Aug 2024.* >> >> >> >> >> >> >> >> 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 > Download > Excel (Snip included below for reference). You can >> also create a new temporary filter view for the Go