--0000000000002ef94b0628ec3417 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We have a Cincinnati VA client named Harold Taylor who is not on the list. Is there a reason he's omitted? Thanks, Will Reid Partner * Please note my email has changed: * wreid@thekey.com 513-707-2304 TheKey.com [image: TheKey] On Tue, Dec 10, 2024 at 9:16=E2=80=AFAM Timothy Thomas wrot= e: > Good morning. > > Please review the email below and refer to the client list enclosed. > > Let me know if you have any questions. > Thanks! > > ---------- Forwarded message --------- > From: Tiffany Silton > Date: Mon, Dec 9, 2024 at 4:25=E2=80=AFPM > Subject: URGENT Actions Needed: AOB Signatures required for VA, Workman's > Comp and No Fault Clients > To: Audra Williams , Regional Directors RegionalDirectors@thekey.com>, Jeannie Ortiz , > Miranda Norman > > > Happy Monday Everyone, > Tri-west sent us notification that they will be auditing our charts to > ensure we have an AOB on file for all VA clients. As a result we will nee= d > to have our VA, WC, and No fault clients sign a release, allowing us to > share their information with the payor, as well as authorizing us to > receive the payment directly. We will need to move quickly in getting all > signatures in order to be in compliance. These forms will need to be > re-signed annually, and we will need to ensure that we keep them on file = at > all times. > > *Action Items: * > > *Who Needs to Sign*: > > - VA clients. > - Workers' Compensation clients. > - No-Fault clients. > - HERE > > is the list of clients required to have the release > > *What Needs to Be Signed*: > > - The *Assignment of Benefits (AOB)* form. HERE > > is the document > > *Document Availability*: > > - *PandaDoc*: Digital form for electronic signatures. HERE > > are instructions > - *Printed Copies*: Available for wet signatures when needed > > *Step-by Step Process:* > > *At Client Intake*: > > - Ensure the client (or their authorized representative) signs the AOB > form. > - Explain the purpose of the form to the client for transparency. > - Verify that all required fields are completed. > > *For Existing Clients*: > > - Identify VA, WC, and No-Fault clients without a signed AOB on > spreadsheet. > - Contact these clients to complete the form promptly. > > *Upload*: > > - Upload signed forms to the clients Wellsky profile. > > *Completion Date: December 31st* > > If you have any further questions please connect with Audra and I and we > will be happy to support. > Thank you > Tiffany Silton > Director, Division Operations > * Please note my email has changed: * > tsilton@thekey.com > (760) 889-2188 > TheKey.com > [image: TheKey] > --0000000000002ef94b0628ec3417 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We have a Cincinnati VA client named Harold Taylor wh= o is not on the list. Is there a reason he's omitted? Thanks, Will= Reid Partner Please note my email has changed: