Re: Docusign

This was a very simple change, so I have completed this already for you.
The updated Client Consent Agreement is reflected in the Toronto folder in
DocuSign.

Please review and let me know if there are any fields that need to be
changed or added.

Thanks!

Katie Buell, CSPO
Digital Program Manager
* Please note my email has changed: *
kbuell@thekey.com <https://brand.thekey.com/esg/kbuell@thekey.com>
415-385-1721
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Wed, Mar 16, 2022 at 1:06 PM Timothy Thomas <tt@homecareassistance.com>
wrote:

> Yes this is good to go! Thanks Katie
>
> On Wed, Mar 16, 2022 at 4:03 PM Katie Buell <kbuell@thekey.com> wrote:
>
>> Hi Cheryl!
>>
>> No need for additional approval. If Legal made the request and it has
>> been completed, that's all we need. We will get this updated for you!
>>
>> Katie Buell, CSPO
>> Digital Program Manager
>> * Please note my email has changed: *
>> kbuell@thekey.com <https://brand.thekey.com/esg/kbuell@thekey.com>
>> 415-385-1721
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Wed, Mar 16, 2022 at 12:59 PM Cheryl Cartwright <
>> ccartwright@homecareassistance.com> wrote:
>>
>>> Hi Katie,
>>>
>>> Timothy was actually asked by Steve to adjust the client consent as we
>>> were just making a small change. This document was, I believed already
>>> approved.
>>>
>>> Tim can you comment on this?
>>>
>>> In any case I have attached here the client consent agreement for your
>>> review.
>>>
>>> Cheryl
>>>
>>> On Wed., Mar. 16, 2022, 3:00 p.m. Katie Buell, <kbuell@thekey.com>
>>> wrote:
>>>
>>>> Thanks, Keri, for jumping on this and getting that new training over to
>>>> the team!
>>>>
>>>> Quick, important note for all: DocuSign templates cannot be created by
>>>> the majority of our users. This is how we maintain document integrity.
>>>> Cheryl, if you have a new document that needs to be uploaded as a template
>>>> and made available to the Toronto team, Shelby and I will manage that for
>>>> you. You can send that document over to us and we will get it loaded for
>>>> you.
>>>>
>>>> Thanks!
>>>>
>>>> Katie Buell, CSPO
>>>> Digital Program Manager
>>>> * Please note my email has changed: *
>>>> kbuell@thekey.com <https://brand.thekey.com/esg/kbuell@thekey.com>
>>>> 415-385-1721
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Wed, Mar 16, 2022 at 11:54 AM Cheryl Cartwright <
>>>> ccartwright@homecareassistance.com> wrote:
>>>>
>>>>> 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-/>
>>>>>>> <https://www.facebook.com/HCAGreaterMTL>
>>>>>>> <https://homecareassistance.com>
>>>>>>> Champions of Longevity
>>>>>>>
>>>>>>
>
> --
> 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-/>
> <https://www.facebook.com/HCAGreaterMTL>
> <https://homecareassistance.com>
> Champions of Longevity
>