Thank you Timon. For the payment, is the card holder name spelled as Phirendra Nath? Cynthia Valdez Finance Onboarding Analyst III | TheKey Phone: 855-205-8007
On
Thu, 4 Dec at 9:18 AM
, Timon Page <timon.page@thekey.com> wrote:
Hi Cynthia
Docs are now uploaded to the clients' profile in WS.
Best regards, Timon Page
General Manager, Ontario
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.ca
On Wed, Dec 3, 2025 at 4:28 PM Timon Page <timon.page@thekey.com> wrote:
Hi Cynthia
Apologies, I will upload the docs shortly and let you know when they’re in the clients’ profile.
Best regards, Timon Page
General Manager, Ontario
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.ca
On Wed, Dec 3, 2025 at 4:03 PM Cynthia Valdez <clientservice@thekey.com> wrote:
Hi Timon/Amanda,
Following up for an update regarding agreements. There are no docs in WellSky. I see record is now deactivated, however, Client currently has an outstanding balance of $176.28. Please advise.
+ Marc for visibility.
Cynthia Valdez
Finance Onboarding Analyst III | TheKey
Phone: 855-205-8007
On
Mon, 24 Nov at 2:25 PM
, Cynthia Valdez <clientservice@thekey.com> wrote:
Hi Timon/Amanda,
Please disregard if this reaches you in error or kindly redirect if you can. There wasn't a CSM/ LO contact listed in WellSky for this Client, Kiran Mitra. I grabbed your names from another record same LOC.
I am reaching out today for Client Consent Agreement & Payment Authorization forms and to confirm if Client is on hold for services, if so, can you please deactivate record in WellSky?
Cynthia Valdez
Finance Onboarding Analyst III | TheKey
Phone: 855-205-8007