Re: 166612 John Anderson - FIN-WELCOME CALL - [#1086396]

From
Joey Taylor <joey.taylor@thekey.com>
To
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
CC
tt@thekey.com, mlicoudis@thekey.com
Date
2025-04-07 12:48:08
Folder
INBOX
--000000000000e911ed06323300d5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Can you please put a note on your end that any new client that does not have proper documentation should be addressed with Cheryl Cartwright for the Montreal office. She handles all the paperwork and documentation for new starts of care. Thank you, On Mon, Apr 7, 2025 at 12:45=E2=80=AFPM Erea=E2=80=99unah Thomas wrote: > Good Day! > > After auditing new client , we noticed that client John Anderson PAF form > requires a Financial POA for signer. Velia Anderson payment info was > provided but Dan Anderson signed. > > If you unable tp obtain Financial POA stating Dan is Veilia financial POA= , > could you please request a new PAF form signed directly by Velia? We > appreciate your understanding as we work to ensure everything is in order= . > > > > > Kind Regards, > > *Ereaunah Thomas * > *Email: *ltci@thekey.com > *PH:* 855-205-8007 > *Fax:* 813-693-5625 > > > 1086396:611100 > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --000000000000e911ed06323300d5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Can you please put a note on your e= nd that any new client that does not have proper documentation should be ad= dressed with Cheryl Cartwright for the Montreal office. She handles all the= paperwork and documentation for new starts of care. Thank you,=C2= =A0 On Mon, Apr 7, 2025 at 12:45=E2=80=AFPM Erea=E2=80= =99unah Thomas &lt; clientservic= e@thekey.com &gt; wrote: Good Day!=C2=A0 After auditing new client , we noticed that client John Anderson P= AF form requires a Financial POA for signer.=C2=A0 Velia Anderson payment i= nfo was provided but Dan Anderson signed. If you unable tp obtain Financial POA stating Dan is Veilia financial P= OA, could you please request a new PAF form signed directly by Velia? We ap= preciate your understanding as we work to ensure everything is in order. = =C2=A0 =C2=A0 Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0 ltci@thekey.com PH: 855-205-8007 =C2=A0 Fax: 813-693-5625 <img src=3D"https://attachment.freshdesk.com/inline/attachmen= t?token=3DeyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MjkwNjI2OTA0MzIsImRv= bWFp

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