--000000000000e56c660623e694ee Content-Type: multipart/alternative; boundary="000000000000e56c650623e694ed" --000000000000e56c650623e694ed Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, This client is marked as Partnership Exception due to the Hospital will be paying for her services. There is a letter in her file stating that they will be paying. Thank you, On Mon, Oct 7, 2024 at 1:35=E2=80=AFPM Timothy Thomas wrote= : > Hi there, > > Please get the two midwest clients loaded asap. > > Thanks! > Tim > > ---------- Forwarded message --------- > From: > Date: Mon, Oct 7, 2024 at 1:10=E2=80=AFPM > Subject: 10/07/24 - Action Required - $28k Open Balance - New Client Audi= t > Results > To: , Michelle Kenaga michelle.kenaga@thekey.com>, Coddye Ring-Noonan coddye.ringnoonan@thekey.com>, Gayle Soulides , > Melissa Reyes , Audra Williams audraw@thekey.com>, Alicia Broussard , Alisha Wise > , Amy Harris , Araceli Gutierrez araceli.gutierrez@thekey.com>, Cassi Gilkeson , > Cathy Goffredo , Kimberly Guerci kguerci@thekey.com>, Yukari Roberts , Beth Ann > Rosario , Claudia Hernandez chernandez@thekey.com>, Jessica Pascasio , Karoline > Da Silva , Diane Mockenhaupt dmockenhaupt@thekey.com>, Matt Nyberg , Leigh Smith leigh.bryantsmith@thekey.com>, Kelley Richard , > Tiffany Silton , Grace Labrecque glabrecque@thekey.com>, Jennifer Geist , slaxamana@thekey.com>, , , apuckett@thekey.com>, , , > , , , joey.taylor@thekey.com>, , , generalmanagers@thekey.com>, , emily.swackhamer@thekey.com> > Cc: Sarah Powers , Alan Badger , > Elizabeth Clark , Laszlo Kovacs laszlo.kovacs@thekey.com>, Paul Kahn , Lito > Delapena , , kevin.murray@thekey.com>, , jennifer.lane@thekey.com>, , amanda.ominsky@thekey.com>, , glane@thekey.com>, , , melani.breach@thekey.com>, , , geraldine.nath@thekey.com>, > > > Hello Everyone, > > > > I hope you all had a great weekend. > > > > Please see the below summary by division for clients in need of attention > due to missing or incomplete mandatory documents in accordance with our > onboarding process. Also below is a breakdown of the over $28K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in June 2024 - Aug 2024 who account for over $7k of > these open balances. The deadline for September commissions is Friday Oct= ober > 11th, please reach out to Alejandro Aponte, and 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. > > > > > - Canada Division currently has the largest open balance at over $14k > in total with over $0 open for clients with start dates in June 2024 = =E2=80=93 Aug > 2024. > - East Division currently has the second larg