New Client Missing/Inaccurate Payment Form Help

From
Gary Scott <gscott@thekey.com>
CC
Brian Scott <bscott@thekey.com>, Laura Castaneda <lcastaneda@thekey.com>, Kate Goodrich <kate.goodrich@thekey.com>, Mandi Cheslock <mcheslock@thekey.com>, Lisa Barker <lisa.barker@thekey.com>
Date
Tue, 12 Jul 2022 12:31:09 -0400
Folder
INBOX
πŸ“Ž New Client Payment Form Issues.pdf
Team,



Please review the first tab of the attached document that lists new clients
where we have missing payment form or inaccurate payment information.



These are private pay clients, and our policy is that we obtain ACH or card
for payment for all private pay clientsβ€”Policy is here
https://thekey.workplace.com/work/knowledge/1052329741999274.



Please obtain the needed payment information and upload on the respective
client’s profile in clear care.



If you have questions about this or our policy, please let me know, or ask
a member of our billing team.



Thank you,

Gary

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