Thank you so much. Have a great day! Thank you, Laurie Simpson Finance Onboarding | TheKey Laurie.Simpson@thekey.com
On
Tue, 28 Oct at 11:02 AM
, Malin Maleegrai <malin.maleegrai@thekey.com> wrote:
Hello,
The documents have been uploaded.
Thank you, Malin
Malin Maleegrai, LCSW Client Success Manager malin.maleegrai@thekey.com
847-853-7777
On Tue, Oct 28, 2025 at 9:58 AM Laurie Simpson <clientservice@thekey.com> wrote:
Hi there,
Checking on status of POA for Jerry Cauley. Were you able to get this from family last week? I do not see it loaded in Wellsky.
Please let me know the status.
Thank you,
Laurie Simpson
Finance Onboarding | TheKey
Laurie.Simpson@thekey.com
On
Wed, 22 Oct at 10:31 AM
, TheKey Support <itsupport@thekey.com> wrote:
Malin,
Can you please get the documents requested this week.
Thank you,
Diane
On Wed, Oct 22, 2025 at 9:19 AM Jeannie Ortiz <clientservice@thekey.com> wrote:
Good Day,
I am writing to follow up on Laurie's request regarding the Power of Attorney (POA) documents. We have been working with this client since August and have yet to receive a response from the office regarding whether the POA documentation has been acquired. As of today, no documentation has been uploaded into Clear Care, which places us in a position of non-compliance. Have we successfully obtained any documentation from the POA that authorizes him to access the client's account? Moreover, in the event that the client disputes any costs, we currently lack the necessary documentation to address such a dispute effectively.
Thank You, Jeannie Ortiz
Finance Onboarding & Experience Manager
jeannie.ortiz@thekey.com
Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com