--000000000000ae19d5061ea28c60 Content-Type: multipart/alternative; boundary="000000000000ae19d4061ea28c5f" --000000000000ae19d4061ea28c5f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Timon, unfortunately I am still showing the client's name as Sharon in WellSky, this may need to be updated manually in WellSky. [image: image.png] Regards, *--* *Alejandro Aponte* Finance Onboarding Analyst III aaponte@TheKey.com (408) 479-8654 TheKey.com [image: TheKey] On Tue, Jul 30, 2024 at 9:13=E2=80=AFAM Timon Page = wrote: > 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 >> client: >> >> *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.= 56. >> >> *Sharon Duffy* - This client's CCA uploaded into wellsky/clear care is >> inaccurate. The client name shows we are providing services to Karen Duf= fy, >> 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 accorda= nce >>>>> with our onboarding process. Also below is a breakdown of the over $1= 9K >>>>> open balance for these client=E2=80=99s missing documentation listed = by division. >>>>> Please review and addres