--0000000000001bc23d0641c02cd8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wheth= er > the POA documentation has been acquired. As of today, no documentation ha= s > 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 tha= t > 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 is > 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 Dean > Cauley. > > Thank you, > *Laurie Simpson* > Finance Onboarding | *TheKey* > Laurie.Simpson@thekey.com > > > > > On Tue, 23 Sep at 12:00 PM , Malin Maleegrai > wrote: > I don't see the documents in my email. I will reach out to the family > again. > > Thank you, > Malin > > Malin Maleegrai, LCSW > Client Success Manager > malin.maleegrai@thekey.com > 847-853-7777 > [image: TheKey] > > > On Mon, Sep 22, 2025 at 1:31=E2=80=AFPM Laurie Simpson > wrote: > >> Malin, >> >> Please upload POA sent to you by family. >> >> Thank you, >> *Laurie Simpson* >> Finance Onboarding | *TheKey* >> Laurie.Simpson@thekey.com >> >> > 1174870:611100 > --0000000000001bc23d0641c02cd8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 O= rtiz < clientservice@thekey.c= om > wrote: Good Day, I am writing to follow up on Laurie's request rega= rding 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 reg= arding whether the POA documentation has been acquired. As of today, no doc= umentation has been uploaded into Clear Care, which places us in a position= of non-compliance. Have we successfully obtained any documentation from t= he POA that authorizes him to access the client's account? Moreover, in= the event that th