--000000000000aa5a3f0641220827 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Laurie, In the CCA there is a client name and caregiver recipient. I was informed that the client name is the person signing the paperwork. Do let me know if this is the case. I interpreted the tag "couples care" as the other to partner benefiting from the care- he is not dependent on our services however. I can remove it if it causes confusion! Kristal Parris RN, BScN Client Success Manager TheKey LLC Email: Kristal.Parris@thekey.com Website: Thekey.com On Tue, Oct 14, 2025, 1:46=E2=80=AFPM Laurie Simpson wrote: > Hi there, > > Thank you for the quick reply. > > Client name -- Shouldn't this be Lina Givens Easson? > Couples Care - No profile for Harvey correct? > > Thank you, > *Laurie Simpson* > Finance Onboarding | *TheKey* > Laurie.Simpson@thekey.com > > On Tue, 14 Oct at 1:43 PM , Kristal Parris > wrote: > Hi Laurie, > > Please advise: > > I believed that the client is the person receiving the paperwork (in this > case it is the POA who is her son, Michael) and the payor. Her partner is > Harvey who is benefiting from the meals prepared by our staff. > > Am I to resend the CCA with the client name of Lina and the > caregiver recipient as Michael? > > Kristal Parris RN, BScN > Client Success Manager > Tel: 416-488-8777 > Email: kristal.parris@thekey.com > Website: TheKey.ca > > [image: TheKey] > > > On Tue, Oct 14, 2025 at 1:38=E2=80=AFPM Laurie Simpson > wrote: > >> =E2=80=8B >> Hi there, >> >> For your new client Lina Givens Easson, the payment form has 2 mistakes. >> Client name and Card Holder name. Please correct and reupload to Wellsk= y. >> Also, Wellsky notes client as Couples Care. Who is the half of this >> couple? >> >> Thank you, >> *Laurie Simpson* >> Finance Onboarding | *TheKey* >> Laurie.Simpson@thekey.com >> >> >> >> > 1245846:611100 > --000000000000aa5a3f0641220827 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Laurie, In the CCA there is a client name and caregiver recipient. I was = informed that the client name is the person signing the paperwork. Do let m= e know if this is the case. I interpreted the tag "couples care" as the other to partner = benefiting from the care- he is not dependent on our services however. I ca= n remove it if it causes confusion!=C2=A0 Kristal Parris RN, BScN Client Success Manage= r TheKey LLC Email: Kris= tal.Parris@thekey.com Website: Thekey.com On Tue, Oct 14, 2025, 1:46=E2=80=AFPM Laurie Simpson < clientservice@thekey.com > wrote: Hi there, Thank you for the quick r= eply. Client name -- Shouldn= 9;t this be Lina Givens Easson? Couples Care - No profile= for Harvey correct? Thank you, Laurie Simpson Finance Onboarding=C2=A0 |=C2=A0 TheKey Laurie.Simpson@thekey.com On