--0000000000000e97cb060c01283c Content-Type: multipart/alternative; boundary="0000000000000e97c8060c01283b" --0000000000000e97c8060c01283b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Tim, I reviewed the CDHC / CAD clients on the audit, please see the notes below if they have been removed or why they are still on the audit. Myrna and Don Waldroff CDHC - *Removed* from the Audit CDHC authorization uploaded to clear care and client paying any portion owed through PAD Eduardo Marsha (CDHC) - Cannot be removed from the audit, there is still no CCA uploaded in clear care for this client. - Is this client going to be paying any portion owed through PAD? Can we tag the profile in Clear Care as a PAD payer also? Marlene Dalgliesh CDHC - Cannot be removed from the audit, there is still no CCA uploaded in clear care for this client. Graduated Support - There are no files uploaded in clear care for this third party payer. Do we have a contract or some type of agreement with the payer that we can upload to the files in clear care? Gary Bourget - Workers comp - Cannot be removed from the audit, there is still no CCA uploaded in clear care for this client. Patrick Dunn - Workers comp - Cannot be removed from the audit, there is still no CCA uploaded in clear care for this client. Luigi Didomenicantonio CDHC - Unfortunately cannot be removed until the CDHC approval document is loaded in clear care, but once that is approved and loaded this will be removed from the audit. Bill Amery - No CCA or PAF uploaded in clear care. Teresa Didomenicantonio CDHC - Unfortunately cannot be removed until the CDHC approval document is loaded in clear care, but once that is approved and loaded this will be removed from the audit. Regards, *--* *Alejandro Aponte* Help Desk Team Lead (OTC) aaponte@TheKey.com (408) 479-8654 TheKey.com [image: TheKey] On Fri, Dec 8, 2023 at 9:31=E2=80=AFAM Timothy Thomas wrote= : > Hi Alejandro, > > I noticed that all the Canadian clients that came up on the tracker are > from Calgary. This location has a special government program that pays fo= r > 100% of the clients fees, therefore we do not collect a payment form from > them. Is there a way that we can make them exempt from the tracker? > > Thanks > > On Thu, Dec 7, 2023 at 4:27=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> 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 $171K open >> balance for these client=E2=80=99s missing documentation listed by divis= ion. Please >> review and address the document attached in the link below, including an= y >> clients with start months from Jan-Oct who account for over $82K of >> these open balances. *The deadline for November commissions is Friday >> December 8*th , please reach out to Alejandro Aponte, Marc Atkinson, & >> Lito with any discrepa