--000000000000651b09062f767a31 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, he passed away unfortunately Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] On Mon, Mar 3, 2025 at 8:35=E2=80=AFPM Laurie Simpson wrote: > =E2=80=8BHi there, > > Has Hans Kreuzer ended services with TheKey? I do not see future shifts > in Wellsky. > Please let me know. > Thank you. > > Laurie Simpson > Finance Onboarding | TheKey > Laurie.Simpson@thekey.com > 855.205.8007 > > On Wed, 26 Feb at 6:46 PM , Hans Kreuzer wrote: > Date Created NetSuite ID Clearcare ID Caretree ID Patient Name Division > Region location URL Priority First Completed Shift Date Start Month Norma= l > Bill Rate on CCA Bill Rate on CCA Match Client Billing Policy? Bill Rate > on CCA Match First Scheduled Shift? Is OT Verbiage included in CCA? Does > OT in Billing Policy Match Agency OT Settings? Current Status Date > Completed/ Identified Deactivated Initial Audit- Signed Consent Agreement > or contract on File? Initial Audit- Payment Authorization on File? Specia= l > Handling Alert? Signed Consent Agreement or Contract on File? > (As of last audit) Current Consent Agreement? CCA Comment Date CCA was > uploaded Date CCA was signed Wet-Sign or E-Sign Payment Authorization on > File? > (As of last audit) PAF Comment Date PAF was uploaded Date PAF was signed = Wet-Sign > or E-Sign CCA signed by a Power of Attorney (POA)? "Email Invoices" and > Payer Contacts Added to Versapay LTC/LTC AOB Tag, on Consent Agreement or > on Payment Auth Form > Email LTCi@thekey.com Ticket# created - notified to LTC Payment Method > Added to Versapay (All should be added to Autopay) Is Client Enrolled in > Autopay? Do not apply Credit Card surcharge? CC PAF Form Redacted? Clien= t/Payer > Invited to Versapay? Deposit or Advanced Payment Needs Processing Tag > Added in NetSuite? Interest seen on CCA? Last Audited By Last Audited On = FIN > Welcome Call Ticket# PSG Comments Deactivated? Open Balance > 2/26/2025 165552 > 1000000000082336 > Hans Kreuzer Canada Canada Montreal Home Care Assistance of Montreal > 2/22/2025 Feb $36.00 Yes Yes Yes Yes Complete 2/26/2025 Accurate & > Complete Accurate & Complete Accurate & Complete Other 2/24/2025 2/24/202= 5 > E-Signature Accurate & Complete 2/24/2025 2/24/2025 E-Signature Yes > Complete Not Applicable Complete Yes Not Required Not Required Yes No > Deposit or Advanced Payment Needed Yes Yes Renier Caguimbal 2/26/2025 > 2/26-1st Audit-CCA & PAF are uploaded. PMT method is successfully enrolle= d > to autopay. PT is added. Tagged as Private Pay in NS since ACH details in > PAF refers to client's son. All complete. =E2=80=93 RC > > > Checklist Check List Type Agent Answer > Client Tag Private Pay > Net Terms Net 2 > Billing Frequency Weekly > Bill Rate $36.00 > > ACH/CC Ending ACH 6785 > CCA & PAF Name Match Y > CSM Name > > Client Discussion > Reviewed Name & Address on File Y/N > Ask