Fwd: 176763 Ruth E. Campbell - FIN-WELCOME CALL-MISSING CCA/PAF - [#1302363]

From
Cynthia Valdez <clientservice@thekey.com>
To
venus.hurdjohnson@thekey.com
CC
dmockenhaupt@thekey.com, sophia.jantz@thekey.com, tt@thekey.com, lito.delapena@thekey.com, jeannie.ortiz@thekey.com
Date
Wed, 10 Dec 2025 22:05:33 +0000
Folder
INBOX
----==_mimepart_6939eead573a1_243c9a1b7a055911961 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Venus,=C2=A0 Please provide an update on needed consents. Invoicin= g was completed for last week and current balance is=C2=A0$1,802.55. =C2= =A0 Cynthia Valdez Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey = Phone: 855-205-8007 =C2=A0 =0D =0D On=0D Mon, 8 Dec at 4:30 PM=0D , Cynthia Valdez = wrote:=0D =0D =0D Hi Venus,=C2=A0 =0D =0D Checking back here - I do not see a CCA/PAF in WellSky yet for the Clien= t. Client currently has an outstanding balance of=C2=A0$1,197.40. Please = advise as soon as possible. =0D =C2=A0 =0D =C2=A0=0D =0D Thank you, =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 On=0D Fri, 21 Nov at 12:43 PM=0D , Venus Hurd Johnson wrote:=0D Hi Cynthia, =0D I have=C2=A0the signed CCA and will scan and send it to you today with t= he banking information.=C2=A0 Client does not have email, so the CCA is a= hard copy. =0D =0D Venus =0D =0D =0D =0D On Fri, Nov 21, 2025 at 11:35=E2=80=AFAM Cynthia Valdez wrote: =0D =0D =0D =0D =0D =0D =0D =0D Hi Venus, =0D =0D =0D =0D Checking back, we are still missing Client Consent Agreement and Payment= Auth forms. Client currently has a balance today in the amount of $282.=C2= =A0 =0D =0D =C2=A0 =0D =0D Cynthia Valdez =0D =0D =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D =0D =0D Phone: 855-205-8007 =0D =0D =0D =0D =C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D On=0D =0D Wed, 19 Nov at 9:50 AM=0D =0D , Cynthia Valdez = wrote:=0D =0D =0D =0D =0D =0D Hi Venus,=C2=A0 =0D =0D =0D =0D Good Morning. Checking in for Client Consents. Please advise. Given that= care was completed last week, invoice will be published today. It is imp= ortant we receive required docs to complete New Client Audit and set up p= rofile for Billing.=C2=A0 =0D =0D =0D =0D Thank you, =0D =0D =C2=A0 =0D =0D Cynthia Valdez =0D =0D =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D =0D =0D Phone: 855-205-8007 =0D =0D =0D =0D =C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D -- =0D Venus Hurd Johnson Client Success Manager =0D =0D (312) 965-4538 cell =0D (847) 750-4082 office=0D =0D =0D =0D =0D =0D ----==_mimepart_6939eead573a1_243c9a1b7a055911961 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi Venus,=C2=A0 =0D =0D Please provide an update on needed consents. Invoicing w= as completed for last week and current balance is =C2=A0$1,802.55.= =0D =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 <span style=3D"font-size: 10pt= ; font-family: Verdana