--0000000000008440c6061f0832dc Content-Type: multipart/alternative; boundary="0000000000008440c5061f0832db" --0000000000008440c5061f0832db Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Tim. This client has been removed from the audit! Alejandro Aponte Finance Onboarding Analyst III *Please note my email has changed:* aaponte@thekey.com 408 479-8654 TheKey.com [image: TheKey] On Tue, Aug 6, 2024 at 9:58=E2=80=AFAM Timothy Thomas wrote= : > This has been completed for Olande Ashba's file > > On Thu, Aug 1, 2024 at 3:27=E2=80=AFPM Timothy Thomas wro= te: > >> @Joey Taylor could you please upload the >> chateau pierrefond staffing agreement to Olande Ashba's file in clearcar= e? >> >> On Tue, Jul 30, 2024 at 12:55=E2=80=AFPM Alejandro Aponte >> wrote: >> >>> Hello Tim, >>> >>> Thank you for this information, we are still going to need some sort of >>> facility agreement outlining the net terms this facility agrees to pay = our >>> invoices, and the terms and conditions to protect us from a legal >>> standpoint. Does this location have any facility agreements that can be >>> sent to R=C3=A9sidence Chateau Pierrefonds to sign so we can upload thi= s into >>> WellSky? >>> >>> Other locations where a facility is paying for a client's services are >>> instructed to secure a signed and completed facility agreement outlinin= g >>> this information. Please let me know if I can assist in any way. >>> >>> Regards, >>> *--* >>> *Alejandro Aponte* >>> >>> aaponte@TheKey.com >>> >>> (408) 479-8654 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Tue, Jul 30, 2024 at 9:47=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Good morning, >>>> >>>> For the Canadian client Olande Ashba - the facility in which she >>>> resides is paying for the care (Ch=C3=A2teau Pierrefonds). No consent = is >>>> required. >>>> >>>> Thank you >>>> Tim >>>> >>>> On Mon, Jul 29, 2024 at 4:57=E2=80=AFPM wrote: >>>> >>>>> 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 accorda= nce >>>>> with our onboarding process. Also below is a breakdown of the over $1= 9K >>>>> open balance for these client=E2=80=99s missing documentation listed = by division. >>>>> Please review and address the document attached in the link below, >>>>> including any clients with start months in Mar 2024 - June 2024 who a= ccount >>>>> for over $10K of these open balances. The deadline for July >>>>> commissions is Friday August 9th , 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 unt= il the >>>>> client is re-audited and an updated report is generated. >>>>> >>>>> >>>>> >>>>> Please click here to review >>>>> >>>>> the updated audit tracker. >>>>> >>>>> >>