----==_mimepart_67ec573127414_1f93fca03dd08443078359c Content-Type: multipart/alternative; boundary="--==_mimepart_67ec5731272e8_1f93fca03dd0844307834d3"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_67ec5731272e8_1f93fca03dd0844307834d3 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Danielle, Please see attached presentation created by Elizabeth Clark= regarding CCA and Responsible party sections. =E2=80=8B L= aurie Simpson Finance Onboarding |=C2=A0TheKey Laurie.Simpson@thekey.co= m 855.205.8007 = = On Tue, 1 Apr at 4:06 PM , Danielle James = wrote: = Hi, = =C2=A0I thought we were told whoever=C2=A0is the payer is who should be = signing the consent. The wife's name is on the bank account there for she= signed the consent. = = = = Example:=C2=A0 Jake Smith is the client BUT Suzy Jorgenson is on the ban= k information, then Suzy needs to sign even if they are not the POA. We h= ave children=C2=A0who pay for their parent's services. = = = PLease advise on what is correct. Danielle James LPN = = Milwaukee General Manager | TheKey = Mobile: 414-309-4827 = = = Have positive feedback? We'd love to share that with the community:=C2=A0= https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA = = = = = = = On Tue, Apr 1, 2025 at 1:21=E2=80=AFPM Laurie Simpson wrote: = = = = = Hi Ashley,=C2=A0 = = For new client Albert Baka, the CCA is missing details under the respons= ible party section.=C2=A0 If this section of the CCA is blank, only the c= lient or POA can sign the CCA.=C2=A0 I did not see a Financial POA on fil= e in Wellsky.=C2=A0 Please obtain new CCA with responsible party section = completed .=C2=A0 You are not permitted to alter the CCA on file unless t= he client initials your changes.=C2=A0 Please let me know when new CCA is= uploaded and I appreciate your help getting everything in order. = = = = = = = = = Laurie Simpson = Finance Onboarding |=C2=A0TheKey = Laurie.Simpson@thekey.com = = 855.205.8007 ----==_mimepart_67ec5731272e8_1f93fca03dd0844307834d3 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Danielle, Please see attached presentation created by Elizabeth Cl= ark regarding CCA and Responsible party sections. =E2=80=8B Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com <span style=3D"background-co