--0000000000003250680642394ee7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, The documents have been uploaded. Thank you, Malin Malin Maleegrai, LCSW Client Success Manager malin.maleegrai@thekey.com 847-853-7777 [image: TheKey] On Tue, Oct 28, 2025 at 9:58=E2=80=AFAM Laurie Simpson wrote: > Hi there, > > Checking on status of POA for Jerry Cauley. Were you able to get this > from family last week? I do not see it loaded in Wellsky. > Please let me know the status. > > > Thank you, > *Laurie Simpson* > Finance Onboarding | *TheKey* > Laurie.Simpson@thekey.com > > On Wed, 22 Oct at 10:31 AM , TheKey Support wrote: > Malin, > > Can you please get the documents requested this week. > > Thank you, > Diane > > On Wed, Oct 22, 2025 at 9:19=E2=80=AFAM Jeannie Ortiz > wrote: > >> Good Day, >> >> I am writing to follow up on Laurie's request regarding the Power of >> Attorney (POA) documents. We have been working with this client since >> August and have yet to receive a response from the office regarding whet= her >> the POA documentation has been acquired. As of today, no documentation h= as >> been uploaded into Clear Care, which places us in a position of >> non-compliance. >> >> Have we successfully obtained any documentation from the POA that >> authorizes him to access the client's account? Moreover, in the event th= at >> the client disputes any costs, we currently lack the necessary >> documentation to address such a dispute effectively. >> >> >> Thank You, >> Jeannie Ortiz >> Finance Onboarding & Experience Manager >> jeannie.ortiz@thekey.com >> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com >> >> >> On Fri, 17 Oct at 11:48 AM , Laurie Simpson >> wrote: >> Hi there, >> >> Have you been able to obtain the POA yet? Please let me know if there i= s >> anything I can do to make the agreement legal. >> >> Thank you, >> *Laurie Simpson* >> Finance Onboarding | *TheKey* >> Laurie.Simpson@thekey.com >> >> On Mon, 6 Oct at 11:52 AM , Laurie Simpson >> wrote: >> Malin, >> >> Please provide POA for Jerry Cauley to attach to agreement signed by Dea= n >> Cauley. >> >> Thank you, >> *Laurie Simpson* >> Finance Onboarding | *TheKey* >> Laurie.Simpson@thekey.com >> >> >> >> >> >> > 1174870:611100 > --0000000000003250680642394ee7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello,=C2=A0 The documents h= ave been uploaded.=C2=A0 Thank you,=C2=A0 Malin= =C2=A0 Malin Maleegrai, L= CSW Client Success Manager=C2=A0 malin.maleegrai@thekey.com 847= -853-7777 On Tue, Oct 28, 2025 at 9:58=E2=80=AFAM Laurie Simpson < clientservice@thekey.com > wrote: Hi there, Checking on status of POA= for Jerry Cauley.=C2=A0 Were you able to get this from family last week?= =C2=A0 I do not see it loaded in Wellsky. Please let me know the st= atus. Thank you, Laurie Simpson Finance Onboarding=C2=A0 |=C2=A0 TheKey <s