Fwd: 176890 Kiran Mitra - FIN-WELCOME CALL-MISSING CCA/PAF, PENDING DEACTIVATION - [#1306635]

From
Cynthia Valdez <clientservice@thekey.com>
To
timon.page@thekey.com, amanda.ilines@thekey.com
CC
marc.atkinson@thekey.com, tt@thekey.com
Date
Wed, 03 Dec 2025 21:03:00 +0000
Folder
INBOX
----==_mimepart_6930a58469f7_1f160180691436d Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Timon/Amanda,=C2=A0 Following up for an update regarding agreement= s. There are no docs in WellSky. I see record is now deactivated, however= , Client currently has an outstanding balance of $176.28. Please advise.=C2= =A0 + Marc for visibility.=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 Mon, 24 Nov at 2:25 PM=0D , Cynthia Valdez = wrote:=0D =0D =0D Hi Timon/Amanda,=C2=A0 =0D =0D Please disregard if this reaches you in error or kindly redirect if you = can. There wasn't a CSM/ LO contact listed in WellSky for this Client, Ki= ran Mitra. I grabbed your names from another record same LOC.=C2=A0 =0D =0D I am reaching out today for Client Consent Agreement & Payment Authoriza= tion forms and to confirm if Client is on hold for services, if so, can y= ou please deactivate record in WellSky?=C2=A0=0D =0D =0D =E2=80=8B =0D =0D =0D =0D =0D =0D =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 =0D =0D ----==_mimepart_6930a58469f7_1f160180691436d Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi Timon/Amanda,=C2=A0 =0D =0D Following up for an update regarding agreements. There a= re no docs in WellSky. I see record is now deactivated, however, Client c= urrently has an outstanding balance of $176.28 . Please a= dvise.=C2=A0 =0D =0D =0D= =0D + Marc for visibility.=C2=A0 =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 =0D On=0D Mon, 24 Nov at 2:25 PM=0D , Cynthia Valdez &= lt;clientservice@thekey.com&gt; wrote:=0D =0D =0D Hi Timon/Amanda,=C2=A0 =0D =0D Please disregard if this reaches you in error or kindly = redirect if you can. There wasn't a CSM/ LO contact listed in WellSky for= this Client, Kiran Mitra. I grabbed your names from another record same = LOC.=C2=A0 =0D =0D I am reaching out today for Client Consent Agreement &amp; Payment Authorization forms and to confir= m if Client is on hold for services, if so, can you please deactivate rec= ord in WellSky?=C2=A0 =0D =0D =0D =E2=80=8B =0D =0D =0D <span class=

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