--000000000000b9c3d106230c2c3d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Terrific, thanks. On Thu, Sep 26, 2024 at 3:46=E2=80=AFPM Timothy Thomas wrot= e: > Yes it is a part of the general manager call tomorrow and will be cascade= d > down to the csms > > On Thu, Sep 26, 2024 at 4:42=E2=80=AFPM Gayle Soulides > wrote: > >> Thank you,Tim. I will be sure to include this in my conversations. >> >> Are CSM's receiving this update, as well? >> >> Gayle >> >> On Thu, Sep 26, 2024 at 3:18=E2=80=AFPM Timothy Thomas w= rote: >> >>> Hi Gayle and Aretha, >>> >>> I want to review a process change that has been communicated by the >>> billing team. It's important that we're reviewing this at the intake st= age >>> so that when the CSMs go out for assessment, they're not running into P= OA >>> issues. See below: >>> >>> Please note that there is a new requirement regarding our Consent >>> agreements and payment forms that necessitates greater scrutiny. >>> >>> When a client=E2=80=99s child is signing on behalf of the parent, and t= he >>> payment method is under the parent=E2=80=99s name, we now require proof= of Power >>> of Attorney (POA). If the child cannot provide POA documentation, the >>> payment method must be in the child=E2=80=99s name. >>> >>> While we recognize this may affect our closing rates, it is a legal >>> requirement, and compliance is essential. Audits will be conducted to >>> ensure adherence, so please thoroughly review all signed agreements to >>> confirm compliance with this policy. >>> >>> Proposed Screening Process: >>> >>> 1. Initial Client Screening: =E2=80=A2 During the intake process, inqui= re about >>> who will be signing the agreement and who will be responsible for payme= nt. >>> =E2=80=A2 Clarify whether the signer has Power of Attorney (POA) or if = the >>> payment will come directly from the client or a third party. >>> 2. POA Verification: =E2=80=A2 If the child is signing and the payment = method >>> is in the parent=E2=80=99s name, request the necessary POA documentatio= n >>> upfront. =E2=80=A2 If no POA is available, explain the alternative requ= irement >>> that the payment method must be under the child=E2=80=99s name. >>> 3. Agreement Review: =E2=80=A2 Before finalizing any agreement, ensure = that the >>> POA documents have been verified or the payment method is in the >>> correct name. >>> 4. Post-Signing Audit: =E2=80=A2 Conduct a post-signing audit of all ag= reements >>> to ensure compliance with the new requirements, focusing on cases where= a >>> third party is signing. >>> >>> Please implement this process immediately, and do not hesitate to reach >>> out if you have any questions or concerns. >>> >>> Thank you! >>> Tim >>> >>> -- >>> >>> *Tim Thomas* >>> Head of Midwest & Canada Divisions | *TheKey* >>> Mobile: 514.591.9387 >>> [image: TheKey] >>> >> >> >> -- >> Gayle Soulides >> Midwest Intake Manager >> *Please note my email has changed:* >> gsoulides@TheKey.c