----==_mimepart_6900df5f5ec1c_24563240347fb Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you so much.=C2=A0 Have a great day! Thank you, Laurie S= impson Finance Onboarding=C2=A0|=C2=A0TheKey Laurie.Simpson@thekey.com = =0D =0D On=0D Tue, 28 Oct at 11:02 AM=0D , Malin Maleegrai wrote:=0D =0D Hello,=C2=A0 =0D =0D The documents have been uploaded.=C2=A0 =0D =0D Thank you,=C2=A0 Malin=C2=A0 =0D =0D =0D Malin Maleegrai, LCSW Client Success Manager=C2=A0 malin.maleegrai@theke= y.com =0D 847-853-7777 =0D =0D =0D =0D =0D =0D =0D =0D =0D On Tue, Oct 28, 2025 at 9:58=E2=80=AFAM Laurie Simpson wrote: =0D =0D =0D =0D =0D =0D =0D =0D Hi there, =0D =0D =0D =0D Checking on status of POA for Jerry Cauley.=C2=A0 Were you able to get t= his from family last week?=C2=A0 I do not see it loaded in Wellsky. =0D =0D Please let me know the status. =0D =0D =0D =0D =0D =0D Thank you, =0D =0D Laurie Simpson =0D =0D =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D =0D =0D =0D =0D On=0D =0D Wed, 22 Oct at 10:31 AM=0D =0D , TheKey Support wro= te:=0D =0D Malin, =0D =0D Can you please get the documents requested this week. =0D =0D =0D =0D Thank you, =0D =0D Diane =0D =0D =0D =0D =0D =0D =0D =0D On Wed, Oct 22, 2025 at 9:19=E2=80=AFAM Jeannie Ortiz wrote: =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Good Day, =0D =0D =0D =0D =0D =0D =0D =0D I am writing to follow up on Laurie's request regarding the Power of Att= orney (POA) documents. We have been working with this client since August= and have yet to receive a response from the office regarding whether the= POA documentation has been acquired. As of today, no documentation has b= een uploaded into Clear Care, which places us in a position of non-compli= ance. 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 document= ation to address such a dispute effectively. =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Thank You,=C2=A0 Jeannie Ortiz =0D =0D =0D =0D Finance Onboarding & Experience Manager =0D =0D =0D =0D =0D =0D jeannie.ortiz@thekey.com=C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0=0D= =0D =0D =0D =0D =0D ----==_mimepart_6900df5f5ec1c_24563240347fb Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Thank you so much.=C2= =A0 Have a great day! =0D =0D =0D =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding=C2=A0 |=C2=A0 TheKey =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D On=0D Tue, 28 Oct at 11:02 AM=0D , Malin Maleegrai = <malin.maleegrai@thekey.com> wrote:=0D =0D Hello,=C2=A0</d