Re: 176763 Ruth E. Campbell - FIN-WELCOME CALL-MISSING CCA/PAF - [#1302363]

From
Venus Hurd Johnson <venus.hurdjohnson@thekey.com>
To
Cynthia Valdez <clientservice@thekey.com>
CC
Diane Mockenhaupt <dmockenhaupt@thekey.com>, jeannie.ortiz@thekey.com, sophia.jantz@thekey.com, tt@thekey.com, lito.delapena@thekey.com, amelia.howard@thekey.com
Date
ue, 6 Jan 2026 14:
Folder
INBOX
📎 scan Campbell2.pdf
The completed CCA was sent.  I can double check WS
Sent from my iPhone

On Dec 30, 2025, at 10:35 AM, Cynthia Valdez <clientservice@thekey.com>
wrote:

Hi Venus/ Diane,

Checking back here. Can you please provide completed CCA/PAF packet? The
attached is incomplete and missing pages.
Client has been on services since 11/13 and we do have a completed consent
on file in WellSky. Please advise.

*Cynthia Valdez*
Finance Onboarding Analyst III  | TheKey
Phone: 855-205-8007

  <http://www.thekey.com/>

On Fri, 12 Dec at 4:14 PM , Cynthia Valdez <clientservice@thekey.com>
wrote:
Hi Venus,

Thank you for the update. The CCA packet provided appears to be missing
pages. Do you have the first pages of care agreement where it lists Client
and Responsible Party info?

*Cynthia Valdez*
Finance Onboarding Analyst III  | TheKey
Phone: 855-205-8007

  <http://www.thekey.com/>

On Fri, 12 Dec at 4:08 PM , Venus Hurd Johnson <venus.hurdjohnson@thekey.com>
wrote:
Please find attached Ruth Campbells CCA with her banking information to get
caught up on her invoices.

Venus

On Mon, Nov 17, 2025 at 8:57 AM Cynthia Valdez <clientservice@thekey.com>
wrote:

> Hi Venus,
>
> Good Morning. Can you please assist with uploading Client consents to
> WellSky so we may complete New Client Audit and set up profile for Billing?
>
>  Thank you,
>
> *Cynthia Valdez*
> Finance Onboarding Analyst III  | TheKey
> Phone: 855-205-8007
>
>   <http://www.thekey.com/>
>
>

*Venus Hurd Johnson*
Client Success Manager
(312) 965-4538 cell
(847) 750-4082 office

<http://www.thekey.com>

1302363:611100
<ruth campbell.pdf>

Thread (2)