Fwd: 162236 Jeannette Hartwig - FIN-WELCOME CALL - [#976664]

From
Ariyan Green <ltci@thekey.com>
To
malin.maleegrai@thekey.com
CC
jeannie.ortiz@thekey.com, mlemus@thekey.com, tt@thekey.com, dmockenhaupt@thekey.com
Date
Mon, 23 Dec 2024 14:49:16 +0000
Folder
INBOX
Good morning Malin,     Thank you for getting the Bill of Rights uploaded to Clearcare. Happy holidays to you as well!     Kind Regards,   Ariyan Green   Finance Onboarding Analyst   Email: ltci@thekey.com   Ph: 855-205-8007   Fax: 813-693-5625         
                           
                            On
                            Fri, 20 Dec at  2:10 PM
                            ,  Malin Maleegrai <malin.maleegrai@thekey.com>  wrote:
                             Hello,    
 This has been completed and uploaded to client's Wellsky chart.   
   
 Thank you and happy holidays! 
 Malin  
 
    
   
 Malin Maleegrai, LCSW Client Success Manager  malin.maleegrai@thekey.com 
 847-853-7777 
 
 
 
   
 
 
 
    
  
 On Wed, Dec 18, 2024 at 12:21 PM Diane Mockenhaupt <dmockenhaupt@thekey.com> wrote: 
 
 
 Hi Jeannine,   
 We have to get a wet signature as the client cannot do pandadoc. Malin will go out this week and it should be uploaded before Monday. 
   
 Thank you, 
 Diane 
 
  
 On Tue, Dec 17, 2024 at 4:35 PM Jeannie Ortiz <ltci@thekey.com> wrote: 
 
  
	 
 Hi Team, 
   
 Ariyan or I haven't received a response. How are we proceeding with this request? 
   
   
 Thank You,  Jeannie Ortiz 
 Finance Onboarding & Experience Manager 
 
jeannie.ortiz@thekey.com  
 
Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com  
  
  
  
 
 
                           
                            On
                            Fri, 13 Dec at  4:16 PM
                            ,  Ariyan Green <ltci@thekey.com>  wrote:
                             
 
 Hi Diane, 
   
 I am following up per Jeannie's email to confirm if the Consent Agreement has been completed. Currently, the last page of the form with the "Statement of Confidentiality" is not signed. My initial request to you was on November 13th and I have not received an update. I would appreciate if you can provide any updates at this time. Thank you.  
   
 Kind Regards,  
 Ariyan Green  
 Finance Onboarding Analyst  
 Email: ltci@thekey.com  
 Ph: 855-205-8007  
 Fax: 813-693-5625 
   
   
 
 
                           
                            On
                            Wed, 20 Nov at 11:17 AM
                            ,  Jeannie Ortiz <ltci@thekey.com>  wrote:
                             
 Good Day, 
   
 I am following up on Ariyan's question above. If the client's bill of rights is not signed, is this an issue? Should this be signed? 
   
 Thank You,  Jeannie Ortiz 
 Finance Onboarding & Experience Manager 
 
jeannie.ortiz@thekey.com  
 
Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com