Fwd: 175784 Lina Givens Easson - FIN-WELCOME CALL - [#1245846]

From
Laurie Simpson <clientservice@thekey.com>
To
kristal.parris@thekey.com
CC
marc.atkinson@thekey.com, timon.page@thekey.com, tt@thekey.com
Date
Tue, 14 Oct 2025 17:45:57 +0000
Folder
INBOX
----==_mimepart_68ee8c55c7953_2473fccd0a6451423477f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi there, Thank you for the quick reply. Client name -- Shouldn't= this be Lina Givens Easson? Couples Care - No profile for Harvey correc= t? Thank you, Laurie Simpson Finance Onboarding=C2=A0|=C2=A0TheKey = Laurie.Simpson@thekey.com =0D =0D On=0D Tue, 14 Oct at 1:43 PM=0D , Kristal Parris = wrote:=0D =0D =0D Hi Laurie,=C2=A0 =0D =0D Please advise: =0D =0D I believed that the client is the person receiving the paperwork (in thi= s case it is the POA who is her son, Michael) and the payor. Her partner = is Harvey who is benefiting from the meals prepared by our staff.=C2=A0 =0D= =0D Am I to resend the CCA with the client name of Lina and the caregiver=C2= =A0recipient=C2=A0as Michael? =0D =0D =0D =0D Kristal Parris RN, BScN =0D Client Success Manager Tel: 416-488-8777 =0D Email: kristal.parris@thekey.com=0D =0D =0D Website:=C2=A0TheKey.ca =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On Tue, Oct 14, 2025 at 1:38=E2=80=AFPM Laurie Simpson wrote: =0D =0D =0D =0D =0D =0D =E2=80=8B =0D =0D =0D =0D Hi there, =0D =0D =0D =0D For your new client Lina Givens Easson, the payment form has 2 mistakes.= =C2=A0 Client name and Card Holder name.=C2=A0 Please correct and reuploa= d to Wellsky. =0D =0D Also, Wellsky notes client as Couples Care.=C2=A0 Who is the half of thi= s couple?=C2=A0=C2=A0 =0D =0D =0D =0D Thank you, =0D =0D Laurie Simpson =0D =0D =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D =0D =0D Laurie.Simpson@thekey.com=0D =0D =0D =0D =0D =0D ----==_mimepart_68ee8c55c7953_2473fccd0a6451423477f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi there, =0D =0D Thank you for the qu= ick reply. =0D =0D Client name -- Shoul= dn't this be Lina Givens Easson? =0D Couples Care - No pr= ofile for Harvey correct? =0D =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding=C2=A0 |=C2=A0 TheKey =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D On=0D Tue, 14 Oct at 1:43 PM=0D , Kristal Parris &= lt;kristal.parris@thekey.com&gt; wrote:=0D =0D =0D Hi La= urie,=C2=A0 =0D =0D Pleas= e advise: =0D =0D I bel= ieved that the client is the person receiving the paperwork (in this case= it is the POA who is her son, Michael) and the payor. Her partner is Har= vey who is benefiting from the meals prepared by our staff.=C2=A0 =0D= =0D Am I = to resend the CCA with the

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