--00000000000019d027064a7b7a7f Content-Type: multipart/alternative; boundary="00000000000019d025064a7b7a7e" --00000000000019d025064a7b7a7e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please remove Dennis Cigan from your list. Poc just paid the outstanding balance in full. *Mary Ellen Luera* General Manager | TheKey Mobile: 408.313.8939 Office: 408.356.0127 On Mon, Feb 9, 2026 at 1:41=E2=80=AFPM wrote: > Hello Everyone, > > > > > > I hope you all had a great weekend. > > > > > > Please see the below summary by region for Clients in need of attention > due to missing and/or incomplete mandatory documents in accordance with o= ur > onboarding process. Also, below is a breakdown of the over $14K open > balance for these Client=E2=80=99s missing documentation listed by region= . Please > review and address the document attached in the link below, including any > clients with a start month in Nov-Jan 2026 who account for over $13k of > these open balances. Please reach out to Alejandro Aponte, and/or Jeannie > Ortiz with any 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 the updated audit tracker. > > > > > > > - *Bay Area Region* currently has the largest open balance at over $8k > in total with over $7k open for clients with start dates in Nov-Jan 20= 26. > - *Southeast Region* currently has the largest # of clients that have > started services in need of attention at 15. > - *Ohio JV Region* currently has the second largest open balance at > over $3k in total with over $3k open for clients with start dates in > Nov-Jan 2026 > - *Pacific Northwest Region* currently has the second largest # of > clients that have started services in need of attention at 11. > > > > > > *Approx $14K open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $13k open balance for > clients with start dates in Nov-Jan 2026.* > > > > > > > > > > > > > > > > > > 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 > *Sent:* Monday, February 2, 2026 5:37 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' coddye.ringnoonan@thekey.co