Fwd: 176763 Ruth E. Campbell - FIN-WELCOME CALL-MISSING CCA/PAF - [#1302363]

From
Cynthia Valdez <clientservice@thekey.com>
To
venus.hurdjohnson@thekey.com, Diane Mockenhaupt <dmockenhaupt@thekey.com>
CC
jeannie.ortiz@thekey.com, sophia.jantz@thekey.com, tt@thekey.com, lito.delapena@thekey.com, amelia.howard@thekey.com
Date
Tue, 30 Dec 2025 16:34:39 +0000
Folder
INBOX
----==_mimepart_6953ff1f4dbaf_20ea3b7721479359429 Content-Type: multipart/alternative; boundary="--==_mimepart_6953ff1f4da8a_20ea3b7721479359340"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_6953ff1f4da8a_20ea3b7721479359340 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Venus/ Diane, Checking back here. Can you please provide completed= CCA/PAF packet? The attached is incomplete and missing pages.=C2=A0 Cli= ent has been on services since 11/13 and we do have a completed consent o= n file in WellSky. Please advise.=C2=A0 =C2=A0 Cynthia Valdez Financ= e Onboarding Analyst III =C2=A0|=C2=A0TheKey Phone: 855-205-8007 =C2= =A0 =0D =0D On=0D Fri, 12 Dec at 4:14 PM=0D , Cynthia Valdez = wrote:=0D =0D =0D Hi Venus,=C2=A0 =0D =0D Thank you for the update. The CCA packet provided appears to be missing = pages. Do you have the first pages of care agreement where it lists Clien= t and Responsible Party info?=C2=A0 =0D =C2=A0 =0D Cynthia Valdez =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D Phone: 855-205-8007 =0D =0D =C2=A0 =0D =0D =0D =0D On=0D Fri, 12 Dec at 4:08 PM=0D , Venus Hurd Johnson wrote:=0D Please find=C2=A0attached Ruth Campbells CCA= with her banking information to get caught up on her invoices. =0D Venus =0D =0D =0D =0D On Mon, Nov 17, 2025 at 8:57=E2=80=AFAM Cynthia Valdez wrote: =0D =0D =0D =0D =0D =0D =0D =0D Hi Venus, =0D =0D =0D =0D Good Morning. Can you please assist with uploading Client consents to We= llSky so we may complete New Client Audit and set up profile for Billing?= =C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =C2=A0Thank you,=C2=A0 =0D =0D =0D =0D Cynthia Valdez =0D =0D =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D =0D =0D Phone: 855-205-8007 =0D =0D =0D =0D =C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D -- =0D Venus Hurd Johnson Client Success Manager =0D =0D (312) 965-4538 cell =0D (847) 750-4082 office=0D =0D =0D =0D =0D =0D ----==_mimepart_6953ff1f4da8a_20ea3b7721479359340 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi Venus/ Diane, =0D =0D Checking back here. Can you please provide completed CCA= /PAF packet? The attached is incomplete and missing pages.=C2=A0 =0D= Client has been on services since 11/13 and we do have a= completed consent on file in WellSky. Please advise.=C2=A0 =0D =0D= =C2=A0 =0D Cynthia Valdez =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0 = TheKey =0D =0D Pho= ne: 855-205-8007 =0D =0D =C2=A0= =0D =0D =0D <blockquote class=3D"f

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