Hi all,
Unfortunately I don’t have the information requested as these clients were
going through insurance which was being taken care of before I was assigned
as CSM. Hoping Timon can finalize this when he returns from vacation next
week
*Nathan Castaneda*
*Client Success Manager*
*437-217-5358*
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Wed, Jul 2, 2025 at 12:49 PM Keith Keough <clientservice@thekey.com>
wrote:
> Hi Nathan,
> Just wanted to follow up on the missing PAF for this client. The client
> has had 6 completed services with TheKey and an overdue balance of C$539
> due to no payment information on file.
> I also see the remaining shifts have been cancelled, we need this payment
> information to charge the client for the completed services before possible
> deactivation as well.
> Thank you,
>
> Keith Keough
> Financial Onboarding Specialist | TheKey
> Mobile: 855-205-8007
>
> <http://www.thekey.com/>
>
> On Thu, 26 Jun at 5:29 PM , Keith Keough <clientservice@thekey.com>
> wrote:
> Hi Nathan,
> Just following up on the signed PAF form for this client. I do not see it
> has been uploaded to the client's Wellsky profile.
> Thank you,
>
> Keith Keough
> Financial Onboarding Specialist | TheKey
> Mobile: 855-205-8007
>
> <http://www.thekey.com/>
>
> On Wed, 18 Jun at 9:52 AM , Keith Keough <clientservice@thekey.com>
> wrote:
> Hi Nathan, hope you are doing well today :)
> I am reaching out in regards to our client Blanca Munoz. I was reviewing
> the client's profile in Wellsky and I do not see an uploaded and signed PAF
> on file. I did go through the signed CCA but there is no PAF for payment.
> Will you be obtaining this and uploading to their profile? We do need this
> on file for proper billing and invoicing, i do see the client has started
> services as of this week.
> Thank you,
>
> Keith Keough
> Financial Onboarding Specialist | TheKey
> Mobile: 855-205-8007
>
> <http://www.thekey.com/>
>
>
> 1126693:611100
>