Re: 05/13/25 - Action Required - $16k Open Balance - New Client Audit Results

--000000000000610c4b06351d7dd5 Content-Type: multipart/alternative; boundary="000000000000610c4906351d7dd4" --000000000000610c4906351d7dd4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Alejandro. I've corrected it and will remind the team to check billing rates! 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 Wed, May 14, 2025 at 2:31=E2=80=AFPM Alejandro Aponte wrote: > Hello Timon, > > Thank you for the update, Nicolina Mazzocco has been removed from the > audit. > > I do want to bring to your attention that the client's bill rate is > $40.00/hr in the contract they signed, but we are billing the client in > clear care at a rate of $39.00/hr. > > > > *Alejandro Aponte* > Finance Onboarding Analyst III | TheKey > > Mobile: (408) 479-8654 > > > > > > On Wed, May 14, 2025 at 9:27=E2=80=AFAM Timon Page wrote: > >> Morning Alejandro >> >> The documents for the Toronto client are uploaded into ClearCare. >> >> Have a great day! >> >> 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 Tue, May 13, 2025 at 5:23=E2=80=AFPM wrote: >> >>> Hello Everyone, >>> >>> >>> >>> Please see the below summary by region for clients in need of attention >>> due to missing or incomplete mandatory documents in accordance with our >>> onboarding process. Also below is a breakdown of the over $16k open bal= ance >>> for these client=E2=80=99s missing documentation listed by region. Plea= se review >>> and address the document attached in the link below, including any clie= nts >>> with a start month in Dec-Apr 2025 who account for $14k of these open >>> balances. The deadline for May commissions is Friday June 6th, 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 rep= ort >>> is generated. >>> >>> >>> >>> Please click here to review the updated audit tracker. >>> >>> >>> >>> >>> - Concierge Region currently has the largest open balance at over >>> $13k in total with over $13k open for clients with start dates in De= c-Apr >>> 2025. >>> - Bay Area Region currently has the largest # of clients that have >>> started services in need of attention at 17. >>> - Midwest Region currently has the second largest open balance at >>> $1,176.00 in total with $0.00 open for clients with start dates in D= ec-Apr >>> 2025. >>> - Canada Region currently has the second largest # of clients that >>> have started services in need of attention at 12. >>> >>> >>> >>> >>> >>> *Approx $16k open balance due for clients with a missing/incomplete >>> Client Consent Agreement or payment authorization forms. $14k open bala= nce >>> for cl