Hi Shelby,
We know how to upload documents so no need to send the video. We just
didn't think we had the permissions to do so. If we do then we will go
ahead and upload them.
Thanks again,
Cheryl
On Wed., Mar. 16, 2022, 2:34 p.m. Timothy Thomas, <tt@homecareassistance.com>
wrote:
> Thanks Audra.
>
> On Wed, Mar 16, 2022 at 2:33 PM Audra Williams <audraw@thekey.com> wrote:
>
>> Hi Shelby!
>>
>> Can you send the training videos to Cheryl so that she can upload her new
>> Client Agreement into Toronto Docusign, please?
>>
>> Best,
>>
>> On Wed, Mar 16, 2022 at 11:19 AM Cheryl Cartwright <
>> ccartwright@homecareassistance.com> wrote:
>>
>>> Hi Audra,
>>>
>>> Clients can receive all their documents through docusign. The client
>>> consent, the emergency contact form, the credit card authorization form and
>>> the direct deposit form. We however do not have the authority to upload our
>>> new client consent form so we need that to be uploaded. It is attached
>>> here. Please note that this document needs the ability to be changed each
>>> time we send it out so can it be uploaded in such a way that we can
>>> manipulate it?
>>>
>>> Cheryl
>>>
>>> On Tue, Mar 15, 2022 at 11:28 PM Audra Williams <audraw@thekey.com>
>>> wrote:
>>>
>>>> Yes please. Are you using the other client facing documents in
>>>> Docusign? I want to make sure before I have this duplicated.
>>>>
>>>> Best,
>>>>
>>>> On Tue, Mar 15, 2022 at 8:12 PM Cheryl Cartwright <
>>>> ccartwright@homecareassistance.com> wrote:
>>>>
>>>>> Not yet. We just had this finalized last week actually but we can
>>>>> definitely do that if that's what's preferred.
>>>>>
>>>>>
>>>>>
>>>>> On Tue., Mar. 15, 2022, 11:07 p.m. Audra Williams, <audraw@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Thanks, Cheryl!
>>>>>>
>>>>>> Did you upload it into Docusign? If so, I can't see it on my side
>>>>>> for some reason.
>>>>>>
>>>>>> Best,
>>>>>>
>>>>>> On Tue, Mar 15, 2022 at 8:04 PM Cheryl Cartwright <
>>>>>> ccartwright@homecareassistance.com> wrote:
>>>>>>
>>>>>>> Hi Audra,
>>>>>>>
>>>>>>> We recently, with Tim, made changes to our consent which is attached
>>>>>>> here. If you wish to discuss any of it please let me know.
>>>>>>>
>>>>>>> Cheryl
>>>>>>>
>>>>>>> On Tue., Mar. 15, 2022, 11:02 p.m. Audra Williams, <
>>>>>>> audraw@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi Cheryl!
>>>>>>>>
>>>>>>>> Are you still currently using the client agreements that are in
>>>>>>>> Docusign?
>>>>>>>>
>>>>>>>> If you are not, can you please send me what you are currently using
>>>>>>>> for client facing documents as I am hoping to streamline at least for the
>>>>>>>> immediate future.
>>>>>>>>
>>>>>>>> Best,
>>>>>>>>
>>>>>>>> --
>>>>>>>> Audra Williams
>>>>>>>> Director of Business Support
>>>>>>>> *Please note my email has changed:*
>>>>>>>> audraw@TheKey.com
>>>>>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>>>>>> (425) 757-7027
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Audra Williams
>>>>>> Director of Business Support
>>>>>> *Please note my email has changed:*
>>>>>> audraw@TheKey.com
>>>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>>>> (425) 757-7027
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>>>
>>>> --
>>>> Audra Williams
>>>> Director of Business Support
>>>> *Please note my email has changed:*
>>>> audraw@TheKey.com
>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>> (425) 757-7027
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>
>>>
>>> --
>>> *Cheryl Cartwright*
>>> Director of Care
>>> Home Care Assistance
>>> Office: 416-488-8777 <4164888777>
>>> Toronto, ON (EST)
>>> torontohomecareassistance.ca <https://www.torontohomecareassistance.ca/>
>>> ---
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>>> Champions of Longevity
>>> ccartwright@homecareassistance.com
>>>
>>
>>
>> --
>> Audra Williams
>> Director of Business Support
>> *Please note my email has changed:*
>> audraw@TheKey.com
>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>> (425) 757-7027
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Timothy Thomas
> Head of Canada
> Home Care Assistance
> Office: 514-907-5065
> Fax: 514-221-4265
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca
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