Fwd: 168592 Mark Millar - FIN-WELCOME CALL - Missing CCA and PAF - [#1134690]

From
Laurie Simpson <clientservice@thekey.com>
To
dmockenhaupt@thekey.com
CC
tt@thekey.com, william.schmiedeknecht@thekey.com
Date
2025-07-03 14:12:53
Folder
INBOX
----==_mimepart_68668fe575770_1e73fc72297927015355362 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Diane, Yes, I understand. =C2=A0More like a staffing agreement. If t= he dentist office is paying TheKey directly then we need a Facility Agree= ment between TheKey and Mark Millar Allergy & Asthma Care MS. For Mar= k Millar account, I used the information from the Mark Millar Allergy & A= sthma Care account to send invoice for DOS 6/23/2025 to Jane Taylor. = Next Steps=C2=A0 1. =C2=A0Please deactivate Mark Millar account in Wel= lsky. 2. =C2=A0Please obtain Facility Agreement between TheKey and Mark = Millar Allergy & Asthma Care MS. 3. =C2=A0Please send Facility Agreement= to ltci@thekey.com upon receipt and request a New Parent Payor set up. =C2= =A0 Please let me know if you have any questions or concerns. = Thank you, Laurie Simpson Finance Onboarding |=C2=A0TheKey Laurie.S= impson@thekey.com 855.205.8007 = = On Wed, 2 Jul at 5:03 PM , TheKey Support wro= te: Laure, = This is a medical office=C2=A0that has a history with the key - DMV - in= Michigan.=C2=A0 They have a relationship with our Nurse and call her dir= ectly for her to fill in as needed. = He did not sign a CCA as this did not go through the office, he called t= he nurse and the nurse sent us her hours after the fact. He was last deac= tivated in May of 2025 -=C2=A0 = Mark Millar Allergy & Asthma Care MS but there was no CCA or PAF with th= at account either. Is there a past account for him in which=C2=A0he has b= een billed?=C2=A0 = = I will reach out to see if we can get a CCA but because this is medical = staffing I believe it is managed differently. = = Thank you, = Diane = = = = On Wed, Jul 2, 2025 at 3:55=E2=80=AFPM Laurie Simpson wrote: = = = = = Hi Diane, = = Please upload CCA and PAF for new client Mark Millar. = Current balance - $390 Total Outstanding = = Thank you, = Laurie = = = = = = Laurie Simpson = Finance Onboarding |=C2=A0TheKey = Laurie.Simpson@thekey.com = = 855.205.8007 = = = = On Sun, 29 Jun at 9:14 PM , Mark Millar <> 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 P