Hi Venus, Please provide an update on needed consents. Invoicing was completed for last week and current balance is $1,802.55. Cynthia Valdez Finance Onboarding Analyst III | TheKey Phone: 855-205-8007
On
Mon, 8 Dec at 4:30 PM
, Cynthia Valdez <clientservice@thekey.com> wrote:
Hi Venus,
Checking back here - I do not see a CCA/PAF in WellSky yet for the Client. Client currently has an outstanding balance of $1,197.40. Please advise as soon as possible.
Thank you,
Cynthia Valdez
Finance Onboarding Analyst III | TheKey
Phone: 855-205-8007
On
Fri, 21 Nov at 12:43 PM
, Venus Hurd Johnson <venus.hurdjohnson@thekey.com> wrote:
Hi Cynthia,
I have the signed CCA and will scan and send it to you today with the banking information. Client does not have email, so the CCA is a hard copy.
Venus
On Fri, Nov 21, 2025 at 11:35 AM Cynthia Valdez <clientservice@thekey.com> wrote:
Hi Venus,
Checking back, we are still missing Client Consent Agreement and Payment Auth forms. Client currently has a balance today in the amount of $282.
Cynthia Valdez
Finance Onboarding Analyst III | TheKey
Phone: 855-205-8007
On
Wed, 19 Nov at 9:50 AM
, Cynthia Valdez <clientservice@thekey.com> wrote:
Hi Venus,
Good Morning. Checking in for Client Consents. Please advise. Given that care was completed last week, invoice will be published today. It is important we receive required docs to complete New Client Audit and set up profile for Billing.
Thank you,
Cynthia Valdez
Finance Onboarding Analyst III | TheKey
Phone: 855-205-8007
--
Venus Hurd Johnson Client Success Manager
(312) 965-4538 cell
(847) 750-4082 office