--000000000000bc3dd806395d7fcf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Ckient passed away today. I will call the family tomorrow. -Brooke- On Mon, Jul 7, 2025 at 5:10=E2=80=AFPM Laurie Simpson wrote: > Hi Brooke, > > Please obtain a form of payment for client Sadie Hodge. > Current Balance - $2,000 > > Thank you, > > Laurie Simpson > Finance Onboarding | TheKey > Laurie.Simpson@thekey.com > 855.205.8007 > > On Thu, 3 Jul at 12:18 PM , Laurie Simpson > wrote: > Hi there, > > For new client Sadie Hodge, the credit card given has been declined. > > Please obtain new form of payment as soon as possible. Current balance - > $2,000 Total =E2=80=8B > > Thank you so much, > =E2=80=8B > Laurie Simpson > Finance Onboarding | TheKey > Laurie.Simpson@thekey.com > 855.205.8007 > > On Mon, 30 Jun at 6:49 AM , Sadie Hodge <> wrote: > Complete 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 > 6/27/2025 168583 8190332 Sadie Hodge East Midwest Columbus (Ohio) The Key > of Columbus 6/26/2025 Jun $500.00 N/A Yes Yes Yes Complete 6/29/2025 Accu= rate > & Complete Loaded but Incomplete No Accurate & Complete Yes 6/25/2025 > 6/25/2025 Wet Signature Loaded but Incomplete Card Declined 6/25/2025 > 6/25/2025 Wet Signature No No Contacts Flagged as "Email Invoices" Not > Applicable See PAF Status No Signed PAF on File Not Required No No No > Deposit or Advanced Payment Needed Yes Yes Madel Cuadra 6/29/2025 > 6/29 - 1st Audit: Completed - All documents are uploaded, CCA complete, > PAF is loaded but incomplete because card declined in VP and in data sync= , > PAF no