Fwd: 166034 Joan Guikema - FIN-WELCOME CALL - [#1078115]

From
Jeannie Ortiz <clientservice@thekey.com>
To
malin.maleegrai@thekey.com, dmockenhaupt@thekey.com, tt@thekey.com
Date
2025-03-31 20:28:39
Folder
INBOX
----==_mimepart_67eafaf7a50a1_1df3fd1e6864cd020487553 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day, I have not yet received a response to my previous email. We= are currently lacking the CCA and PAF documentation for this client, who= commenced services on March 17, 2025. It is crucial that we obtain the c= orrect documents to have them properly filed, as the client has an outsta= nding balance of $540.00. Thank You,=C2=A0 Jeannie Ortiz Finance Onb= oarding & Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-= 226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = On Thu, 27 Mar at 10:24 AM , Jeannie Ortiz = wrote: = Hi Mailn, I noticed that Keith hasn't received a response to his email = regarding the missing documents. I apologize if I missed it, but do we ha= ve the necessary documentation? = = Thank You,=C2=A0 Jeannie Ortiz = Finance Onboarding & Experience Manager = jeannie.ortiz@thekey.com=C2=A0 = = Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = = = = = = On Wed, 19 Mar at 3:52 PM , Keith Keough w= rote: = = Hi Malin, hope this email finds you well today! = = I was reaching out in regards to our client Joan Guikema.=C2=A0 = Upon reviewing and auditing her information for start of care, I do not = see that we have a completed CCA and PAF on file/uploaded and I do not se= e any shifts for care scheduled to begin. I do see the start of care bega= n this past Monday 03/17 as well. Will these documents be uploaded? = Just wanted to touch base since we received their information to begin t= he welcome process.=C2=A0 = Hope you have a great day! = Thank you,=C2=A0 = = = = Keith Keough = = Financial Onboarding Specialist |=C2=A0TheKey = Mobile: 855-205-8007 = = =C2=A0 ----==_mimepart_67eafaf7a50a1_1df3fd1e6864cd020487553 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day, I have not yet received a response to my previous email.= We are currently lacking the CCA and PAF documentation for this client, = who commenced services on March 17, 2025. It is crucial that we obtain th= e correct documents to have them properly filed, as the client has an out= standing balance of $540.00. Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding &amp; Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 On Thu, 27 Mar at 10:24 AM , Jeannie Ortiz &l= t;clientservice@thekey.com&gt; wrote: Hi Mailn, I noticed that Keith hasn't received a = response to his email regarding the missing documents. I apologize if I m= issed it, but do we have the necessary documentation? Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding &amp; Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 <a href=3D"mailto:ltci@thekey.com" rel=3D= "noreferrer"

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