Re: FW: 10/14/24 - Action Required - $2.8k Open Balance - New Client Audit Results

From
Sharon Speirs <sspeirs@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Alejandro Aponte <aaponte@thekey.com>, Cathy Gerth <cgerth@thekey.com>
Date
Wed, 16 Oct 2024 14:38:07 -0700
Folder
INBOX
--00000000000098e00f06249ee350 Content-Type: multipart/alternative; boundary="00000000000098e00f06249ee34f" --00000000000098e00f06249ee34f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim and Alejandro I feel like I am a bit of a broken record but this client is now deactivated, he lives in the UK. He does not answer our emails. We have a signed agreement with him from the last time he used our services which is on file and has his address etc. We have sent the new Visa to use to the billing department, they asked for a zip code and we sent that as well. We are NOT going to get another signed agreement from him as he is not returning our email or our calls but I know the credit card is good and Cathy resent everything again on Monday. We just need to put the one invoice on his credit card and we will never see him again Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Wed, Oct 16, 2024 at 2:17=E2=80=AFPM Timothy Thomas wrot= e: > Can you make sure these are loaded asap. > > Thanks! > > ---------- Forwarded message --------- > From: > Date: Wed, Oct 16, 2024 at 4:42=E2=80=AFPM > Subject: FW: 10/14/24 - Action Required - $2.8k Open Balance - New Client > Audit Results > To: Kelley Richard , Sarah Arnold , > Araceli Gutierrez , Timothy Thomas tt@thekey.com>, Coddye Ring-Noonan , > Kimberly Guerci > Cc: Lito Delapena , William Schmiedeknecht william.schmiedeknecht@thekey.com>, Jeannie Ortiz jeannie.ortiz@thekey.com> > > > Hello > > > > The below clients have started care and are missing critical documents, a= s > of the last audit. Can someone please investigate these and get back to m= e > with an update on where we are in collecting them, or if we should work o= n > suspending services? > > > > *Patient Name* > > *Division* > > *Region* > > *location* > > *URL* > > *Priority* > > *First Completed Shift Date* > > *Current Status* > > > *Signed Consent Agreement or Contract on File?(As of last audit)* > > > *Payment Authorization on File? (As of last audit)* > > *Open Balance* > > Milton Shaevel > > West > > Texas Arizona > > Austin > > TheKey of South Texas > > High > > 9/16/2024 > > Started > > Not Loaded > > Not Loaded > > $127.50 > > Siewchin Sommer > > GCM > > GCM > > Geriatric Care Consultants > > Geriatric Care Consultants > > High > > 9/23/2024 > > Started > > Accurate & Complete > > Loaded but Incomplete > > $1,163.46 > > Pace Day Center > > West > > Nebraska JV > > Nebraska > > TheKey of Nebraska > > High > > 9/26/2024 > > Started > > Not Loaded > > Not Required - Approved Check Payer > > $285.00 > > Charlotte Biggs > > West > > Concierge > > CNRS > > TheKey Concierge Nursing > > High > > 10/2/2024 > > Started > > Loaded but Incomplete > > Accurate & Complete > > $576.00 > > Paul Grayson > > Canada > > Canada > > Vancouver > > Home Care Assistance of Vancouver > > High > > 10/3/2024 > > Started > > Not Loaded > > Not Loaded > 

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