--000000000000d0375f061e76bc04 Content-Type: multipart/alternative; boundary="000000000000d0375e061e76bc03" --000000000000d0375e061e76bc03 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Morning Alejandro The Duffy client's first name is actually Karen. It was misinterpreted on the intake call and although the name was corrected in WellSky, it wasn't in SF. I have now corrected it. Have a great day! Timon Page General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Mon, Jul 29, 2024 at 5:42=E2=80=AFPM Alejandro Aponte wrote: > Hello Timon, > > Thank you for the updates here, please see the below notes for each clien= t: > > *Fred Lange* - This client has been removed from the audit, enrolled in > autopay, and payment has been processed for the past due amount of $352.5= 6. > > *Sharon Duffy* - This client's CCA uploaded into wellsky/clear care is > inaccurate. The client name shows we are providing services to Karen Duff= y, > but the actual client is named Sharon Duffy in wellsky/clear care. We > cannot remove the client from the audit until a client consent > agreement with the correct client's name is secured. > > > > [image: image.png] > > > > Regards, > *--* > *Alejandro Aponte* > > aaponte@TheKey.com > > (408) 479-8654 > TheKey.com > [image: TheKey] > > > On Mon, Jul 29, 2024 at 5:13=E2=80=AFPM Timon Page wrote: > >> PAD for Fred Lange is now uploaded. >> Timon Page >> General Manager, Ontario >> *Please note my email address has changed:* >> timon.page@thekey.com >> Mobile: (437) 223-0841 >> TheKey.com >> >> >> >> On Mon, Jul 29, 2024 at 5:07=E2=80=AFPM Timon Page wrote: >> >>> Hey Alejandro >>> >>> All docs for Sharon Duffy were uploaded July 02, 2024. We are locating >>> the PAD agreement for Fred Lange. >>> >>> Best regards, >>> Timon Page >>> General Manager, Ontario >>> *Please note my email address has changed:* >>> timon.page@thekey.com >>> Mobile: (437) 223-0841 >>> TheKey.com >>> >>> >>> >>> 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 >>>> attention due to missing or incomplete mandatory documents in accordan= ce >>>> with our onboarding process. Also below is a breakdown of the over $19= K >>>> open balance for these client=E2=80=99s missing documentation listed b= y division. >>>> Please review and address the document attached in the link below, >>>> including any clients with start months in Mar 2024 - June 2024 who ac= count >>>> for over $10K of these open balances. The deadline for July >>>> commissions is Friday August 9th , please reach out to Alejandro >>>> Aponte, and Jeannie Ortiz with any questions. ***Please note changes m= ade >>>> after the updated report has been generated will not be reflected unti= l the >>>> client is re-audited and an up