----==_mimepart_6866ad581cb11_1e73fc7237af09c1664635f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi there, For new client Sadie Hodge, the credit card given has been = declined. Please obtain new form of payment as soon as possible. = =C2=A0Current balance - $2,000 Total =E2=80=8B Thank you so much, =E2= =80=8B Laurie Simpson Finance Onboarding |=C2=A0TheKey Laurie.Simpson= @thekey.com 855.205.8007 = = On Mon, 30 Jun at 6:49 AM , Sadie Hodge <> wrote: = Complete=C2=A0 = NetSuite ID = Clearcare ID = Caretree ID = Patient Name = Division = Region = location = URL = Priority = First Completed Shift Date = Start Month = Normal Bill Rate on CCA=C2=A0 = 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? = Special 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?=C2=A0 (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?=C2=A0 = Client/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 = Accurate & 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"=C2=A0 = 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 =C2=A0Audit: Completed - All documents are uploaded, CCA co= mplete, PAF is loaded but incomplete because card declined in VP and in d= ata sync, PAF not redacted, Tagging as complete since the only pending is= the declined card (as per Kristy), Tagged as Private Pay in NS - MC = = = = Checklist = Check List Type = Agent Answer = Client Tag = Private Pay = = Net