Re: Docusign

From
Cheryl Cartwright <ccartwright@homecareassistance.com>
To
Audra Williams <audraw@thekey.com>
CC
Timothy Thomas <tt@homecareassistance.com>
Date
Wed, 16 Mar 2022 14:19:10 -0400
Folder
INBOX
--000000000000335ad405da59f431 Content-Type: multipart/alternative; boundary="000000000000335ad305da59f42f" --000000000000335ad305da59f42f Content-Type: text/plain; charset="UTF-8" Hi Audra, Clients can receive all their documents through docusign. The client consent, the emergency contact form, the credit card authorization form and the direct deposit form. We however do not have the authority to upload our new client consent form so we need that to be uploaded. It is attached here. Please note that this document needs the ability to be changed each time we send it out so can it be uploaded in such a way that we can manipulate it? Cheryl On Tue, Mar 15, 2022 at 11:28 PM Audra Williams wrote: > Yes please. Are you using the other client facing documents in Docusign? > I want to make sure before I have this duplicated. > > Best, > > On Tue, Mar 15, 2022 at 8:12 PM Cheryl Cartwright ccartwright@homecareassistance.com> wrote: > >> Not yet. We just had this finalized last week actually but we can >> definitely do that if that's what's preferred. >> >> >> >> On Tue., Mar. 15, 2022, 11:07 p.m. Audra Williams, >> wrote: >> >>> Thanks, Cheryl! >>> >>> Did you upload it into Docusign? If so, I can't see it on my side for >>> some reason. >>> >>> Best, >>> >>> On Tue, Mar 15, 2022 at 8:04 PM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> Hi Audra, >>>> >>>> We recently, with Tim, made changes to our consent which is attached >>>> here. If you wish to discuss any of it please let me know. >>>> >>>> Cheryl >>>> >>>> On Tue., Mar. 15, 2022, 11:02 p.m. Audra Williams, >>>> wrote: >>>> >>>>> Hi Cheryl! >>>>> >>>>> Are you still currently using the client agreements that are in >>>>> Docusign? >>>>> >>>>> If you are not, can you please send me what you are currently using >>>>> for client facing documents as I am hoping to streamline at least for the >>>>> immediate future. >>>>> >>>>> Best, >>>>> >>>>> -- >>>>> Audra Williams >>>>> Director of Business Support >>>>> *Please note my email has changed:* >>>>> audraw@TheKey.com >>>>> >>>>> (425) 757-7027 >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>> >>> >>> -- >>> Audra Williams >>> Director of Business Support >>> *Please note my email has changed:* >>> audraw@TheKey.com >>> >>> (425) 757-7027 >>> TheKey.com >>> [image: TheKey] >>> >> > > -- > Audra Williams > Director of Business Support > *Please note my email has changed:* > audraw@TheKey.com > (425) 757-7027 > TheKey.com > [image: TheKey] > -- *Cheryl Cartwright* Director of Care Home Care Assistance Office: 416-488-8777 Toronto, ON (EST) torontohomecareassistance.ca --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity ccartwright@homecareassistance.com --000000000000335ad305da59f42f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra, Clients can receive all their= documents through docusign. The client consent, the emergency contact form= , the credit card

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