--0000000000009a488306472ca04b Content-Type: multipart/alternative; boundary="0000000000009a488206472ca04a" --0000000000009a488206472ca04a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team! We are starting to see this gradually increase, which is understandable given the holiday season and the challenges of obtaining POA documentation and signatures while adult children are traveling. Our own teammates are taking PTO and I am sure we have docs that still need to be uploaded. Please make a focused effort to bring this back to zero by *January 9th*. Let me know if you=E2=80=99re encountering any barriers where additional su= pport may be helpful. Thank you for your continued partnership and attention to this. Best, On Mon, Dec 29, 2025 at 3:00=E2=80=AFPM wrote: > Hello Everyone, > > > > > > I hope you all had a great Holiday and weekend. > > > > > > Please see the below summary by region for Clients in need of attention > due to missing and/or incomplete mandatory documents in accordance with o= ur > onboarding process. Also, below is a breakdown of the over $50K open > balance for these Client=E2=80=99s missing documentation listed by Region= . Please > review and address the document attached in the link below, including any > clients with a start month in Aug-Nov 2025 who account for $533.00 of > these open balances. Please reach out to Alejandro Aponte, and/or 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 report is generated. > > > > Please click here to review the updated audit tracker. > > > > > > > - *Bay Area Region* currently has the largest open balance at over > $18k in total with over $0k open for clients with start dates in Aug-N= ov > 2025 and currently has the largest # of clients that have started serv= ices > in need of attention at 30. > - *Northeast Region* currently has the second largest open balance at > over $11k in total with over $0k open for clients with start dates in > Aug-Nov 2025 > - *Southeast Region* currently has the second largest # of clients > that have started services in need of attention at 22. > > > > > > *Approx $50K open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $533.00 open balance fo= r > clients with start dates in Aug-Nov 2025.* > > > > > > > > > > > > > > > > > > Please note that recent Google updates has changed how the file appears > when you open it as a commentor. Once you open the Google Sheet you will > need to click the drop-down arrow on the right-hand side of the sheet to > expand the menu. This will allow you to download the spreadsheet by going > to File > Download > Excel (Snip included below for reference). You can > also create a new temporary filter view for the Google Sheet which will > allow you to adjust the filters on the Google Sheet using