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

--000000000000092a09064512e527 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 a= n > 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, if > so, can you please deactivate record in WellSky? > =E2=80=8B > > > *Cynthia Valdez* > Finance Onboarding Analyst III | TheKey > Phone: 855-205-8007 > > > > > 1306635:611100 > --000000000000092a09064512e527 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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, =C2= =A0Timon Page General Manager, Ontario timon.page@thekey.co= m Mobile: (437) 223-0841 TheKey.ca On Wed, Dec= 3, 2025 at 4:03=E2=80=AFPM Cynthia Valdez < clientservice@thekey.com > wrote: Hi Timon/Amanda,=C2=A0 Following up for an update regarding agreements. There ar= e no docs in WellSky. I see record is now deactivated, however, Client curr= ently has an outstanding balance of $176.28 . Please advis=