Fwd: 162127 Gilles Gauthier* - FIN-WELCOME CALL - [#973138]

From
Jeannie Ortiz <ltci@thekey.com>
To
ccartwright@thekey.com, tt@thekey.com
CC
jeannie.ortiz@thekey.com, joey.taylor@thekey.com
Date
Thu, 05 Dec 2024 21:34:45 +0000
Folder
INBOX
----==_mimepart_67521c75e47fd_2143f8d342d2c78517098c3 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Team, I want to clarify that sending this to your personal email w= as not intentional, and I sincerely apologize for any inconvenience cause= d. That said, I understand how frustrating it can be when a client fa= ils to meet compliance requirements. This puts us at a certain risk, part= icularly if they remove their payment from Versapay, leaving us with no v= alid recourse. To mitigate this, I will defer to Timothy for guidance= on the best way to proceed. In the meantime, do we have written email co= nsent from the payer confirming care and payment? If so, this documentati= on will suffice as an alternative. Your prompt attention to this matt= er will help us ensure that we remain compliant and protected. Please let= me know how we should proceed. Thank You,=C2=A0 Jeannie Ortiz Finan= ce Onboarding & Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone= : 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = = On Thu, 5 Dec at 11:06 AM , Cheryl Cartwright wrote: Good Morning, = Can you please stop emailing my personal account about this matter. My w= ork email address is ccartwright@thekey.com = = I don't know what you want me to do. I have resent the documents three t= imes and emailed and called several times as well the CSM has called abou= t this matter. Would you like us to suspend service? My understanding is = that you do have the payment method and that was set up properly as per a= n earlier=C2=A0email from billing. The General Manager for Montreal is cc= ;d here. Please let us know how=C2=A0you wish for us to proceed. = = Cheryl=C2=A0 = = = = On Thu, Dec 5, 2024 at 11:52=E2=80=AFAM Jeannie Ortiz = wrote: = = = = Good Day, = I am following up on client Gilles Gauthier, who currently does not have= a valid Client Care Agreement (CCA) or Payment Authorization Form (PAF) = on file with TheKey. These documents are essential for the following reas= ons: = = = Legal Compliance: The CCA and PAF are required to ensure that all care se= rvices provided are in accordance with legal and regulatory standards. Th= ese documents outline the terms and conditions of care, ensuring transpar= ency and mutual understanding between the client and TheKey. = = Authorization and Consent: The PAF is crucial for authorizing payments fo= r the services provided. Without this authorization, we cannot legally pr= ocess payments, which can disrupt the continuity of care services. = = Protection of Rights: Both the CCA and PAF protect the client's and their= family's rights by clearly defining the scope of services, responsibilit= ies, and expectations. This helps prevent misunderstandings and ensures t= he client's needs are met effectively and efficiently. = = The family may be hesitant to sign a new CCA or PAF or provide the neces= sary paperwork. We understand that this process can be daunting, but it i

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