--_022_MN0PR12MB5763971772DE3572E0955E02F2ADAMN0PR12MB5763namp_ Content-Type: multipart/related; boundary="_021_MN0PR12MB5763971772DE3572E0955E02F2ADAMN0PR12MB5763namp_"; type="multipart/alternative" --_021_MN0PR12MB5763971772DE3572E0955E02F2ADAMN0PR12MB5763namp_ Content-Type: multipart/alternative; boundary="_000_MN0PR12MB5763971772DE3572E0955E02F2ADAMN0PR12MB5763namp_" --_000_MN0PR12MB5763971772DE3572E0955E02F2ADAMN0PR12MB5763namp_ Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable Hi Everyone, I hope you all had a great weekend. Please see the below summary by region for clients in need of attention due= to missing or incomplete mandatory documents in accordance with our onboar= ding process. Also below is a breakdown of the over $17k open balance for t= hese Client=92s missing documentation listed by Region. Please review and a= ddress the document attached in the link below, including any clients with = a start month in Jun-Dec 2025 who account for over $17k of these open balan= ces. Please reach out to myself, Alejandro Aponte and Jeannie Ortiz with an= y questions. **Please note: Any changes made after the updated report has been generated= will not be reflected until the client is re-audited and an updated report= is generated** Please click here to review the updated audit tracker. * Bay Area Region currently has the largest open balance at over $9k in total= , open for clients with start dates in Jun-Dec 2025 and currently has the l= argest # of clients that have started services in need of attention at 28 * Greater LA currently has the second largest open balance at over $3k in tot= al, open for clients with start dates in Jun-Dec 2025 * Southeast Region currently has third largest open balance at over $2k in to= tal and currently has the second largest total # of clients that have start= ed services in need of attention at 22 Approx $17k open balance due for clients with a missing/incomplete Client C= onsent Agreement or payment authorization forms. $17k open balance for clie= nts with start dates in Jun-Dec 2025. [cid:e5e6a47c-d779-417e-bfb1-d89612bdba98] [cid:903fffcc-9605-47f4-bd51-3900ff8ca9b8] [cid:f229535b-5163-41e7-a31c-e8751b4d9c0d] Please note that recent Google updates has changed how the file appears whe= n you open it as a commentor. Once you open the Google Sheet you will need = to click the drop-down arrow on the right-hand side of the sheet to expand = the menu. This will allow you to download the spreadsheet by going to File = > Download > Excel (Snip included below for reference). You can also create= a new temporary filter view for the Google Sheet which will allow you to a= djust the filters on the Google Sheet using the icon that looks like a Goog= le Sheet/Calculator. Filtering Google Sheets in the new view [cid:d4ab368f-6b2d-42b1-82e0-58136c509db6] Downloading document in the new view [cid:11b5bcdb-e810-4dcb-8e0a-a5936cf7d324] Best Regards, Cynthia Valdez Finance Onboardi