Re: 10/07/24 - Action Required - $28k Open Balance - New Client Audit Results

From
Alysce Craig <alysce.craig@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Kendra Smith <ksmith@thekey.com>
Date
Mon, 7 Oct 2024 13:
Folder
INBOX
--00000000000087f2160623e6bf96 Content-Type: multipart/alternative; boundary="00000000000087f2150623e6bf95" --00000000000087f2150623e6bf95 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, The Columbus client is Jane Cohodes who was approved to pay monthly via check so she will not have a payment authorization on file. Was I supposed to email Alejandro after this was approved? Thnks. Alysce On Mon, Oct 7, 2024 at 1:48=E2=80=AFPM Timothy Thomas wrote= : > Thanks Kendra, > > Please let Alejandro know. > > ---------- Forwarded message --------- > From: Kendra Smith > Date: Mon, Oct 7, 2024 at 1:45=E2=80=AFPM > Subject: Re: 10/07/24 - Action Required - $28k Open Balance - New Client > Audit Results > To: Timothy Thomas > Cc: Alysce Craig > > > Hi Tim, > This client is marked as Partnership Exception due to the Hospital will b= e > paying for her services. There is a letter in her file stating that they > will be paying. > > > Thank you, > > > On Mon, Oct 7, 2024 at 1:35=E2=80=AFPM Timothy Thomas wro= te: > >> Hi there, >> >> Please get the two midwest clients loaded asap. >> >> Thanks! >> Tim >> >> ---------- Forwarded message --------- >> From: >> Date: Mon, Oct 7, 2024 at 1:10=E2=80=AFPM >> Subject: 10/07/24 - Action Required - $28k Open Balance - New Client >> Audit Results >> To: , Michelle Kenaga > michelle.kenaga@thekey.com>, Coddye Ring-Noonan > coddye.ringnoonan@thekey.com>, Gayle Soulides , >> Melissa Reyes , Audra Williams > audraw@thekey.com>, Alicia Broussard , Alisha >> Wise , Amy Harris , Araceli >> Gutierrez , Cassi Gilkeson > cgilkeson@thekey.com>, Cathy Goffredo , >> Kimberly Guerci , Yukari Roberts , >> Beth Ann Rosario , Claudia Hernandez > chernandez@thekey.com>, Jessica Pascasio , >> Karoline Da Silva , Diane Mockenhaupt > dmockenhaupt@thekey.com>, Matt Nyberg , Leigh Smith = > leigh.bryantsmith@thekey.com>, Kelley Richard , >> Tiffany Silton , Grace Labrecque > glabrecque@thekey.com>, Jennifer Geist , > slaxamana@thekey.com>, , , > apuckett@thekey.com>, , , >> , , , > joey.taylor@thekey.com>, , , > generalmanagers@thekey.com>, , > emily.swackhamer@thekey.com> >> Cc: Sarah Powers , Alan Badger , >> Elizabeth Clark , Laszlo Kovacs > laszlo.kovacs@thekey.com>, Paul Kahn , Lito >> Delapena , , > kevin.murray@thekey.com>, , > jennifer.lane@thekey.com>, , > amanda.ominsky@thekey.com>, , > glane@thekey.com>, , , > melani.breach@thekey.com>, , , = > geraldine.nath@thekey.com>, >> >> >> 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 $28K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attach