Re: Docusign

Thank you so much Keri.

-cheryl

On Wed., Mar. 16, 2022, 2:46 p.m. Keri Thrush, <kthrush@thekey.com> wrote:

> Hi all,
>
> Last week the Docusign training available in OpenLMS was updated. It is
> extremely user friendly and a GREAT resource for new training but a
> refresher as well.
>
> Cheryl, just in case, I went ahead and enrolled you in the course :). If
> you desire to access and need assistance with logging in, please click
> here
> <https://docs.google.com/document/d/1Ib2ZuR3u31JXH7zxp-TOFNs9RsBUq800Bg9MB7VYGvU/edit>for
> instructions. You can locate the course under "my courses" on the right
> side of your dashboard and under the search engine type in "docusign". Or,
> you can go to "all courses" and do the same action like the screenshot
> below.
>
> [image: Screen Shot 2022-03-16 at 11.35.00 AM.JPG]
>
>
>
> On Wed, Mar 16, 2022 at 11:34 AM Timothy Thomas <tt@homecareassistance.com>
> wrote:
>
>> Thanks Audra.
>>
>> On Wed, Mar 16, 2022 at 2:33 PM Audra Williams <audraw@thekey.com> wrote:
>>
>>> Hi Shelby!
>>>
>>> Can you send the training videos to Cheryl so that she can upload her
>>> new Client Agreement into Toronto Docusign, please?
>>>
>>> Best,
>>>
>>> On Wed, Mar 16, 2022 at 11:19 AM Cheryl Cartwright <
>>> ccartwright@homecareassistance.com> wrote:
>>>
>>>> Hi Audra,
>>>>
>>>> Clients can receive all their documents through docusign. The client
>>>> consent, the emergency contact form, the credit card authorization form and
>>>> the direct deposit form. We however do not have the authority to upload our
>>>> new client consent form so we need that to be uploaded. It is attached
>>>> here. Please note that this document needs the ability to be changed each
>>>> time we send it out so can it be uploaded in such a way that we can
>>>> manipulate it?
>>>>
>>>> Cheryl
>>>>
>>>> On Tue, Mar 15, 2022 at 11:28 PM Audra Williams <audraw@thekey.com>
>>>> wrote:
>>>>
>>>>> Yes please.  Are you using the other client facing documents in
>>>>> Docusign?  I want to make sure before I have this duplicated.
>>>>>
>>>>> Best,
>>>>>
>>>>> On Tue, Mar 15, 2022 at 8:12 PM Cheryl Cartwright <
>>>>> ccartwright@homecareassistance.com> wrote:
>>>>>
>>>>>> Not yet. We just had this finalized last week actually but we can
>>>>>> definitely do that if that's what's preferred.
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Tue., Mar. 15, 2022, 11:07 p.m. Audra Williams, <audraw@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Thanks, Cheryl!
>>>>>>>
>>>>>>> Did you upload it into Docusign?  If so, I can't see it on my side
>>>>>>> for some reason.
>>>>>>>
>>>>>>> Best,
>>>>>>>
>>>>>>> On Tue, Mar 15, 2022 at 8:04 PM Cheryl Cartwright <
>>>>>>> ccartwright@homecareassistance.com> wrote:
>>>>>>>
>>>>>>>> Hi Audra,
>>>>>>>>
>>>>>>>> We recently, with Tim, made changes to our consent which is
>>>>>>>> attached here. If you wish to discuss any of it please let me know.
>>>>>>>>
>>>>>>>> Cheryl
>>>>>>>>
>>>>>>>> On Tue., Mar. 15, 2022, 11:02 p.m. Audra Williams, <
>>>>>>>> audraw@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Hi Cheryl!
>>>>>>>>>
>>>>>>>>> Are you still currently using the client agreements that are in
>>>>>>>>> Docusign?
>>>>>>>>>
>>>>>>>>> If you are not, can you please send me what you are currently
>>>>>>>>> using for client facing documents as I am hoping to streamline at least for
>>>>>>>>> the immediate future.
>>>>>>>>>
>>>>>>>>> Best,
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Audra Williams
>>>>>>>>> Director of Business Support
>>>>>>>>> *Please note my email has changed:*
>>>>>>>>> audraw@TheKey.com
>>>>>>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>>>>>>> (425) 757-7027
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>
>>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Audra Williams
>>>>>>> Director of Business Support
>>>>>>> *Please note my email has changed:*
>>>>>>> audraw@TheKey.com
>>>>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>>>>> (425) 757-7027
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>
>>>>>
>>>>> --
>>>>> Audra Williams
>>>>> Director of Business Support
>>>>> *Please note my email has changed:*
>>>>> audraw@TheKey.com
>>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>>> (425) 757-7027
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> *Cheryl Cartwright*
>>>> Director of Care
>>>> Home Care Assistance
>>>> Office: 416-488-8777 <4164888777>
>>>> Toronto, ON (EST)
>>>> torontohomecareassistance.ca
>>>> <https://www.torontohomecareassistance.ca/>
>>>> ---
>>>> Read Our Testimonials <https://homecareassistance.com/reviews>
>>>> Join Our Newsletter
>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>> <https://www.linkedin.com/in/lucas-hynes/>
>>>> <https://homecareassistance.com/>
>>>> Champions of Longevity
>>>> ccartwright@homecareassistance.com
>>>>
>>>
>>>
>>> --
>>> Audra Williams
>>> Director of Business Support
>>> *Please note my email has changed:*
>>> audraw@TheKey.com
>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>> (425) 757-7027
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>
>>
>> --
>> Timothy Thomas
>> Head of Canada
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>> ---
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> <https://www.linkedin.com/company/home-care-assistance-montreal-soins-%C3%A0-domicile-/>
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>> <https://homecareassistance.com>
>> Champions of Longevity
>>
>