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

From
Timon Page <timon.page@thekey.com>
To
Cynthia Valdez <clientservice@thekey.com>
CC
amanda.ilines@thekey.com, marc.atkinson@thekey.com, tt@thekey.com
Date
2025-12-04 10:38:23
Folder
INBOX
--000000000000221b7c0645221fe3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cynthia No, it's Dhirendra Nath Mitra. Best regards, * Timon Page * General Manager, Ontario timon.page@thekey.com Mobile: (437) 223-0841 TheKey.ca On Thu, Dec 4, 2025 at 9:34=E2=80=AFAM Cynthia Valdez wrote: > Thank you Timon. For the payment, is the card holder name spelled as > Phirendra Nath? > > > *Cynthia Valdez* > Finance Onboarding Analyst III | TheKey > Phone: 855-205-8007 > > > > On Thu, 4 Dec at 9:18 AM , Timon Page wrote: > Hi Cynthia > > Docs are now uploaded to the clients' profile in WS. > > Best regards, > * Timon Page * > General Manager, Ontario > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.ca > > > > > On Wed, Dec 3, 2025 at 4:28=E2=80=AFPM Timon Page = wrote: > >> Hi Cynthia >> >> Apologies, I will upload the docs shortly and let you know when they=E2= =80=99re >> in the clients=E2=80=99 profile. >> >> Best regards, >> * Timon Page * >> General Manager, Ontario >> timon.page@thekey.com >> Mobile: (437) 223-0841 >> TheKey.ca >> >> >> >> >> On Wed, Dec 3, 2025 at 4:03=E2=80=AFPM Cynthia Valdez >> wrote: >> >>> Hi Timon/Amanda, >>> >>> Following up for an update regarding agreements. There are no docs in >>> WellSky. I see record is now deactivated, however, Client currently has= an >>> outstanding balance of *$176.28*. Please advise. >>> >>> >>> + Marc for visibility. >>> >>> *Cynthia Valdez* >>> Finance Onboarding Analyst III | TheKey >>> Phone: 855-205-8007 >>> >>> >>> >>> On Mon, 24 Nov at 2:25 PM , Cynthia Valdez >>> wrote: >>> Hi Timon/Amanda, >>> >>> 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. >>> >>> I am reaching out today for Client Consent Agreement & Payment >>> Authorization forms and to confirm if Client is on hold for services, i= f >>> so, can you please deactivate record in WellSky? >>> >>> >>> >>> *Cynthia Valdez* >>> Finance Onboarding Analyst III | TheKey >>> Phone: 855-205-8007 >>> >>> >>> >>> >>> > 1306635:611100 > --000000000000221b7c0645221fe3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Cynthia = No, it&#39;s Dhirendra Nath Mitra. Best regards, =C2= =A0Timon Page General Manager, Ontario timon.page@thekey.co= m Mobile: (437) 223-0841 TheKey.ca On Thu, Dec 4, 2025 at 9:34= =E2=80=AFAM Cynthia Valdez &lt; = clientservice@thekey.com &gt; wrote: <div style=3D"font-family:&quot;Helvetica Neue&

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