--000000000000cc023a061e79d718 Content-Type: multipart/alternative; boundary="000000000000cc0239061e79d717" --000000000000cc0239061e79d717 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Tim, Thank you for this information, we are still going to need some sort of facility agreement outlining the net terms this facility agrees to pay our invoices, and the terms and conditions to protect us from a legal standpoint. Does this location have any facility agreements that can be sent to R=C3=A9sidence Chateau Pierrefonds to sign so we can upload this in= to WellSky? Other locations where a facility is paying for a client's services are instructed to secure a signed and completed facility agreement outlining this information. Please let me know if I can assist in any way. Regards, *--* *Alejandro Aponte* aaponte@TheKey.com (408) 479-8654 TheKey.com [image: TheKey] On Tue, Jul 30, 2024 at 9:47=E2=80=AFAM Timothy Thomas wrot= e: > Good morning, > > For the Canadian client Olande Ashba - the facility in which she resides > is paying for the care (Ch=C3=A2teau Pierrefonds). No consent is required= . > > Thank you > Tim > > On Mon, Jul 29, 2024 at 4:57=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 $19K 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 Mar 2024 - June 2024 who account for over $10K of >> these open balances. The deadline for July commissions is Friday August = 9 >> th , 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. >> >> >> >> - Canada Division currently has the largest open balance at just over >> $9.2k in total with over $8.9k open for clients with start dates in M= ar >> 2024 =E2=80=93 June 2024. >> - West Division currently has the second largest open balance at over >> $8k in total with over $1k open for clients with start dates in Mar 2= 024 - >> June 2024 and has the largest # of clients that have started services= in >> need of attention at 19. >> - East Division currently has the second largest # of clients that >> have started services in need of attention at 10. >> >> >> >> >> >> *Approx $19k open balance due for clients with a missing CCA or payment >> authorization forms. $10k open balance for clients with start dates in M= ar >> 2024 - June 2024.* >> >> >> >> >> >> Please note that recent Google updates h