Fwd: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]

From
Jeannie Ortiz <clientservice@thekey.com>
To
sspeirs@thekey.com
CC
tt@thekey.com
Date
hu, 20 Feb 2025 22
Folder
INBOX
Hi Sharon,     Thank you so much for uploading the CCA agreement. However, could we obtain a more complete version of this agreement? It would be helpful to have the full document on hand in case compliance requests it.     Thank You,  Jeannie Ortiz  Finance Onboarding & Experience Manager  jeannie.ortiz@thekey.com   Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com          
                           
                            On
                            Fri, 14 Feb at 10:43 AM
                            ,  Erea’unah Thomas <itsupport@thekey.com>  wrote:
                              
 Good Day! 
   
 I hope all is well! I'm reaching out because client Lesley Ann Shorehouse is missing consent agreement and payment auth form? Could you confirm with me if client no longer wants to receive services? If not please deactivate client profile. Wellsky charges the company $12.00 for each client that's activate. If client will be receiving services from us, please upload the consent agreement and payment auth. Thank you so much! 
   
 Kind Regards, 
   
 Ereaunah Thomas  
 Email: ltci@thekey.com 
 
PH: 855-205-8007 
 
 Fax: 813-693-5625





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