Fwd: 165344 Ken Fries (Freeze) - FIN-WELCOME CALL - [#1061773]

From
Ariyan Green <clientservice@thekey.com>
To
danielle.james@thekey.com
CC
tt@thekey.com, june.jeune@thekey.com
Date
2025-02-24 14:38:13
Folder
INBOX
Good morning Danielle,     I hope your week is off to a great start. As part of our welcome call process, I reviewed this client's account and noticed that the Consent Agreement was signed using an email address instead of the signee's first and last name. However, the activity notes indicate that the client ended services as of 2/17/2025. If all billing has been finalized, please deactivate the ClearCare profile. If the client resumes services, kindly notify our team so we can follow up with an updated Consent Agreement and proceed with a welcome call. Thank you.            Kind Regards,   Ariyan Green   Finance Onboarding Analyst   Email: ltci@thekey.com   Ph: 855-205-8007   Fax: 813-693-5625