Fwd: 05/30/24 - Action Required - $94k Open Balance - New Client Audit Results

Please see the audit and update where needed.

Best,

---------- Forwarded message ---------
From: <aaponte@thekey.com>
Date: Thu, May 30, 2024 at 1:59 PM
Subject: 05/30/24 - Action Required - $94k Open Balance - New Client Audit
Results
To: <kristy.poyner@thekey.com>, Michelle Kenaga <michelle.kenaga@thekey.com>,
Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Gayle Soulides <
gsoulides@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Audra
Williams <audraw@thekey.com>, Alicia Broussard <abroussard@thekey.com>,
Alisha Wise <awise@thekey.com>, Amy Harris <aharris@thekey.com>, Araceli
Gutierrez <araceli.gutierrez@thekey.com>, Cassi Gilkeson <
cgilkeson@thekey.com>, Cathy Goffredo <cathy.goffredo@thekey.com>, Kimberly
Guerci <kguerci@thekey.com>, Triff Cook <triff@thekey.com>, Yukari Roberts <
yroberts@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>,
Claudia Hernandez <chernandez@thekey.com>, Jennifer Piper <
jennifer.piper@thekey.com>, Jessica Pascasio <jpascasio@thekey.com>,
Karoline Da Silva <ksilva@tenderrose.com>, Diane Mockenhaupt <
dmockenhaupt@thekey.com>, Matt Nyberg <mnyberg@thekey.com>, Leigh Smith <
leigh.bryantsmith@thekey.com>, Kelley Richard <krichard@thekey.com>,
Tiffany Silton <tsilton@thekey.com>, Grace Labrecque <glabrecque@thekey.com>,
Jennifer Geist <jennifer.geist@thekey.com>, <richard.chan@thekey.com>, <
slaxamana@thekey.com>, <jcittadino@thekey.com>, <wreid@thekey.com>, <
apuckett@thekey.com>, <csilveira@thekey.com>, <elizabeth.walsh@thekey.com>,
<chall@thekey.com>, <jagarcia@thekey.com>, <ccartwright@thekey.com>, <
joey.taylor@thekey.com>, <cterlesky@thekey.com>, <sspeirs@thekey.com>, <
generalmanagers@thekey.com>
Cc: Sarah Powers <spowers@thekey.com>, Alan Badger <abadger@thekey.com>,
Elizabeth Clark <eclark@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>,
Paul Kahn <paul.kahn@thekey.com>, Gerard Draetta <gerard.draetta@thekey.com>,
Lito Delapena <lito.delapena@thekey.com>, Marc Atkinson <
marc.atkinson@thekey.com>, <chad.everitt@thekey.com>, <
kevin.murray@thekey.com>, <alyson.rohane@thekey.com>, <
jennifer.lane@thekey.com>, <laura.meister@thekey.com>, <
amanda.ominsky@thekey.com>, <rachel.andersoncapone@thekey.com>, <
glane@thekey.com>, <dknier@thekey.com>, <kjayroe@thekey.com>, <
melani.breach@thekey.com>, <tt@thekey.com>


Hello Everyone,



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $94K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Apr 2024 who account for over $24K of these
open balances. The deadline for May commissions is Friday June 7th , please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here to review
<https://docs.google.com/spreadsheets/d/1j2cm1hd4KXs1MEzk1okvp1eoaytlyMo5/edit#gid=622680794>
the updated audit tracker.



   - West Division has the largest open balance at just over $68k in total
   with $16k open for clients with start dates in Jan 2024 - Apr 2024 and has
   the largest # of clients that have started services in need of attention at
   33.
   - Southeast Division currently has the second largest open balance at
   over $13k in total with $798.00 open for clients with start dates in Jan
   2024 – Apr 2024 and has the second largest # of clients that have started
   services in need of attention at 15.







*Approx $94k open balance due for clients with a missing CCA or payment
authorization forms. $24k open balance for clients with start dates in Jan
2024 - Apr 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*









*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Monday, May 20, 2024 4:58 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com; generalmanagers@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 05/20/24 - Action Required - $33k Open Balance - New Client
Audit Results



Hello Everyone,



I hope you all had a wonderful weekend.



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $33K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Apr 2024 who account for over $29K of these
open balances. The deadline for May commissions is Friday June 7th , please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1KAwyzkP-USKFMgtN9MsPs3wjYbnTLKp1/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $21k in total
   with $18k open for clients with start dates in Jan 2024 - Apr 2024 and has
   the largest # of clients that have started services in need of attention at
   22.
   - GCM Division currently has the second largest open balance at over $6k
   in total with $6k open for clients with start dates in Jan 2024 – Apr 2024
   and has the second largest # of clients that have started services in need
   of attention at 8.







*Approx $33k open balance due for clients with a missing CCA or payment
authorization forms. $29k open balance for clients with start dates in Jan
2024 - Apr 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*







*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Monday, May 13, 2024 4:47 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 05/13/24 - Action Required - $39k Open Balance - New Client
Audit Results



Hello Everyone,

I hope you all had a wonderful weekend.

Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $39K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Apr 2024 who account for over $36K of these
open balances. The deadline for May commissions is Friday June 7th , please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1tHG3MdFRMzJHhKPPWwgO_nZOEhHi-DzW/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $16k in total
   with $16k open for clients with start dates in Jan 2024 - Apr 2024 and has
   the largest # of clients that have started services in need of attention at
   23.
   - GCM Division currently has the second largest open balance at over
   $10k in total with $10k open for clients with start dates in Jan 2024 – Apr
   2024 and has the second largest # of clients that have started services in
   need of attention at 13.







*Approx $39k open balance due for clients with a missing CCA or payment
authorization forms. $36k open balance for clients with start dates in Jan
2024 - Apr 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*







*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Friday, May 10, 2024 3:25 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 05/10/24 - Action Required - $83k Open Balance - New Client
Audit Results



Hello Everyone,



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $83K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Mar 2024 who account for over $41K of these
open balances. *The deadline for April commissions is Friday May 10th *, please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1Xl2giXFN2xw2fVLuaJ6Lq-Uxr9Hpva4U/edit#gid=104340023>to
review the updated audit tracker.



   - West Division has the largest open balance at just over $44k in total
   with $14k open for clients with start dates in Jan 2024 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   25.
   - GCM Division currently has the second largest open balance at over
   $17k in total with $8k open for clients with start dates in Jan 2024 - Mar
   2024 and has the second largest # of clients that have started services in
   need of attention at 16.







*Approx $83k open balance due for clients with a missing CCA or payment
authorization forms. $41k open balance for clients with start dates in Jan
2024 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*









*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Thursday, May 9, 2024 3:25 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 05/09/24 - Action Required - $86k Open Balance - New Client
Audit Results



Hello Everyone,



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $86K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Mar 2024 who account for over $41K of these
open balances. *The deadline for April commissions is Friday May 10th *, please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1PoDIILtpN6Qz2vGzQnLrBIn8YKvExNSI/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $46k in total
   with $14k open for clients with start dates in Jan 2024 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   26.
   - GCM Division currently has the second largest open balance at over
   $17k in total with $8k open for clients with start dates in Jan 2024 - Mar
   2024 and has the second largest # of clients that have started services in
   need of attention at 16.







*Approx $86k open balance due for clients with a missing CCA or payment
authorization forms. $41k open balance for clients with start dates in Jan
2024 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*







*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Wednesday, May 8, 2024 4:30 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 05/08/24 - Action Required - $80k Open Balance - New Client
Audit Results



Hello Everyone,



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $80K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Mar 2024 who account for over $33K of these
open balances. *The deadline for April commissions is Friday May 10th *, please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/15dRxZ-UiRrXWDN9JwIeAuAV9uJF-w7Z7/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $58k in total
   with $16k open for clients with start dates in Jan 2024 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   23.
   - Northeast Division currently has the second largest open balance at
   over $7k in total with $5k open for clients with start dates in Jan 2024 -
   Mar 2024
   - GCM Division currently has the second largest # of clients that have
   started services in need of attention at 16.





*Approx $80k open balance due for clients with a missing CCA or payment
authorization forms. $33k open balance for clients with start dates in Jan
2024 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*







*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Monday, May 6, 2024 4:22 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 05/06/24 - Action Required - $28k Open Balance - New Client
Audit Results



Hello Everyone,



I hope you all had a great weekend!



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $28K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Jan 2024 - Mar 2024 who account for over $20K of these
open balances. *The deadline for April commissions is Friday May 10th *, please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1GPRYzFLMki4V8tuJ4t9-D2hQQoXDDytd/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $20k in total
   with $13k open for clients with start dates in Jan 2024 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   18.
   - Northeast Division currently has the second largest open balance at
   over $2.8k in total with $2.8k open for clients with start dates in Jan
   2024 - Mar 2024
   - GCM Division currently has the second largest # of clients that have
   started services in need of attention at 15.





*Approx $28k open balance due for clients with a missing CCA or payment
authorization forms. $20k open balance for clients with start dates in Jan
2024 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*







*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Monday, April 29, 2024 5:37 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
sspeirs@thekey.com
*Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <
laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Gerard
Draetta' <gerard.draetta@thekey.com>; 'Lito Delapena' <
lito.delapena@thekey.com>; 'Marc Atkinson' <marc.atkinson@thekey.com>;
chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com;
jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com; tt@thekey.com
*Subject:* 04/29/24 - Action Required - $32k Open Balance - New Client
Audit Results



Hello Everyone,



I hope you all had a great weekend!



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $32K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Dec 2023 - Mar 2024 who account for over $25K of these
open balances. The deadline for April commissions is Friday May 10th , please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1Km2rXs6v7m1Bl8GQ9ozkX9Y_6nmtY3i4/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $23k in total
   with $17k open for clients with start dates in Dec 2023 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   24.
   - Canada Division currently has the second largest open balance at over
   $3k in total with $3k open for clients with start dates in Dec 2023 - Mar
   2024
   - GCM Division currently has the second largest # of clients that have
   started services in need of attention at 13.





*Approx $32k open balance due for clients with a missing CCA or payment
authorization forms. $25k open balance for clients with start dates in Dec
2023 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*













*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Monday, April 22, 2024 5:06 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com
*Cc:* 'Mandi Cheslock' <mcheslock@thekey.com>; 'Sarah Powers' <
spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <
eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn'
<paul.kahn@thekey.com>; 'Gerard Draetta' <gerard.draetta@thekey.com>; 'Lito
Delapena' <lito.delapena@thekey.com>; 'Marc Atkinson' <
marc.atkinson@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com;
alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com
*Subject:* 04/22/24 - Action Required - $38k Open Balance - New Client
Audit Results



Hello Everyone,



I hope you all had a great weekend!



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $38K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Dec 2023 - Mar 2024 who account for over $30K of these
open balances. The deadline for April commissions is Friday May 10th , please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1VTvZzX3aO5pw4M8kYn9BxeoWfiuDhfU_/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $23k in total
   with $15k open for clients with start dates in Dec 2023 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   25.
   - Northeast Division currently has the second largest open balance at
   over $5k in total with $5k open for clients with start dates in Dec 2023 -
   Mar 2024
   - GCM Division currently has the second largest # of clients that have
   started services in need of attention at 12.





*Approx $38k open balance due for clients with a missing CCA or payment
authorization forms. $30k open balance for clients with start dates in Dec
2023 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*







*From:* aaponte@thekey.com <aaponte@thekey.com>
*Sent:* Monday, April 15, 2024 4:12 PM
*To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>;
'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <
jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane
Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
jennifer.geist@thekey.com>; richard.chan@thekey.com; 'Claudia Hernandez' <
chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com
*Cc:* 'Mandi Cheslock' <mcheslock@thekey.com>; 'Sarah Powers' <
spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <
eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn'
<paul.kahn@thekey.com>; 'Gerard Draetta' <gerard.draetta@thekey.com>; 'Lito
Delapena' <lito.delapena@thekey.com>; 'Marc Atkinson' <
marc.atkinson@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com;
alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com;
amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
melani.breach@thekey.com
*Subject:* 04/15/24 - Action Required - $49k Open Balance - New Client
Audit Results



Hello Everyone,



I hope you all had a great weekend!



Please see the below summary by division for clients in need of attention
due to missing or incomplete mandatory documents in accordance with our
onboarding process. Also below is a breakdown of the over $49K open balance
for these client’s missing documentation listed by division. Please review
and address the document attached in the link below, including any clients
with start months in Dec 2023 - Mar 2024 who account for over $42K of these
open balances. The deadline for April commissions is Friday May 10th , please
reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies
or questions. Please note changes made after the updated report has been
generated will not be reflected until the client is re-audited and an
updated report is generated.



Please click here
<https://docs.google.com/spreadsheets/d/1ZutK7Z9TQtp4mdRIIr4YSvAVFXrep2zl/edit#gid=104340023>
to
review the updated audit tracker.



   - West Division has the largest open balance at just over $19k in total
   with $16k open for clients with start dates in Dec 2023 - Mar 2024 and has
   the largest # of clients that have started services in need of attention at
   26.
   - Partnership Businesses Division currently has the second largest open
   balance at over $11k in total with $11k open for clients with start dates
   in Dec 2023 - Mar 2024
   - Southeast Division currently has the second largest # of clients that
   have started services in need of attention at 13.





*Approx $49k open balance due for clients with a missing CCA or payment
authorization forms. $42k open balance for clients with start dates in Dec
2023 - Mar 2024.*





Please note that recent Google updates has changed how the file appears
when you open it as a commentor. Once you open the Google Sheet you will
need to click the drop-down arrow on the right-hand side of the sheet to
expand the menu. This will allow you to download the spreadsheet by going
to File > Download > Excel (Snip included below for reference). You can
also create a new temporary filter view for the Google Sheet which will
allow you to adjust the filters on the Google Sheet using the icon that
looks like a Google Sheet/Calculator.



*Filtering Google Sheets in the new view*

*Downloading document in the new view*











-- 
Audra Williams
Director, Divisional Operations
(425) 757-7027
TheKey.com <https://www.thekey.com/>


[image: TheKey] <https://homecareassistance.com/>