--00000000000084f1110648628449 Content-Type: multipart/alternative; boundary="00000000000084f10f0648628448" --00000000000084f10f0648628448 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please remove Rhodes CCA is uploaded. *Mary Ellen Luera* General Manager | TheKey Mobile: 408.313.8939 Office: 408.356.0127 On Wed, Jan 14, 2026 at 4:33=E2=80=AFPM wrote: > Hello Everyone, > > > > > > I hope you all had a great 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 $98K 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-Dec 2025 who account for over $94k 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 > > . > > > > > > - *Midwest Region* currently has the largest open balance at over $34k > in total with over $32k open for clients with start dates in Aug-Dec 2= 025 > - *Southeast Region* currently has the largest # of clients that have > started services in need of attention at 17. > - *Northeast Region* currently has the second largest open balance at > over $31k in total with over $30k open for clients with start dates in > Aug-Dec 2025 > - *Bay Area Region* currently has the second largest # of clients that > have started services in need of attention at 16. > > > > > > *Approx $98K open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $94k open balance for > clients with start dates in Aug-Dec 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 the icon that > looks like a Google Sheet/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new view* > > > > > > > > > > > > > > *From:* aaponte@thekey.com > *Sent:* Monday, January 5, 2026 5:36 PM > *To:* cynthia.valdez@thekey.com; kristy.poyner@thekey.com; 'Michelle > Kenaga' ; 'Coddye Ring-Noonan' coddye.ringnoonan@thekey.com>; 'Gayle Soulides' ; > 'Audra Will