Re: 180335 Erika Seraphim – Welcome Call - [#14532 07]

From
Krista Lalonde <krista.lalonde@thekey.com>
To
Cynthia Valdez <clientservice@thekey.com>
CC
timon.page@thekey.com, tt@thekey.com, marc.atkinson@thekey.com
Date
Mon, 23 Mar 2026 12:31:25 -0400
Folder
INBOX
--00000000000016d9c7064db39159 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi We will resend the documents to the daughter for signing again. On Wed, Mar 4, 2026 at 9:19=E2=80=AFAM Cynthia Valdez wrote: > Hi Krista, > > Good Morning! Re: New Client, Erika Seraphim - record failed onboarding > audit due to missing consents. I was not able to find a current CCA packe= t > for CL in Pandadoc. Please advise as soon as possible. > > *Cynthia Valdez* > Finance Onboarding Analyst III | TheKey > Phone: 855-205-8007 > > > Am Di, 3 M=C3=A4r um 10:20 VORMITTAGS , LTC Automated Email ltc_claims@thekey.com> schrieb: > > Client Audit Update > Current Status: *Audit Failed* > Current Priority: *Medium* > Date Created Mon Mar 02 2026 03:00:00 GMT-0500 (Eastern Standard Time) > NetSuite ID 180335 > Clearcare ID 1000000000112101 > Patient Name Canada > Division Canada > Region Oakville > Location Home Care Assistance GTA West > Email Address audreyhall777@gmail.com > First Shift Scheduled Scheduled > Current Status Audit Failed > Date Completed / Identified Deactivated =E2=80=94 > Initial Audit =E2=80=93 Signed Consent Agreement or Contract on File? Not= Loaded > Initial Audit =E2=80=93 Payment Authorization on File? Not Loaded > Signed Consent Agreement or Contract on File? (As of last audit) Not > Loaded > CCA Comment =E2=80=94 > Payment Authorization on File? Not Loaded > PAF Comment =E2=80=94 > Automated message from Detailed Audit Tracker > > > 1453207:611100 > --00000000000016d9c7064db39159 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi We will resend the documents to the daughter for si= gning again. On Wed, Mar 4, 2026 at 9:19=E2=80= =AFAM Cynthia Valdez &lt; client= service@thekey.com &gt; wrote: Hi Krista,=C2=A0 Good Morning! Re: = New Client, Erika Seraphim - record failed onboarding audit due to missing = consents. I was not able to find a current CCA packet for CL in Pandadoc. P= lease advise as soon as possible. Cynthia Valdez Finance Onboarding Analyst III =C2=A0|=C2=A0 <span style=3D"ba= ckground-color:transparent;font-size:10pt;font-family:Verdana,sans-serif;co= lor:rgb(19,79,92);

Thread (1)