--0000000000009f8daf06230bc70f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you,Tim. I will be sure to include this in my conversations. Are CSM's receiving this update, as well? Gayle On Thu, Sep 26, 2024 at 3:18=E2=80=AFPM Timothy Thomas wrot= e: > Hi Gayle and Aretha, > > I want to review a process change that has been communicated by the > billing team. It's important that we're reviewing this at the intake stag= e > so that when the CSMs go out for assessment, they're not running into POA > issues. See below: > > Please note that there is a new requirement regarding our Consent > agreements and payment forms that necessitates greater scrutiny. > > When a client=E2=80=99s child is signing on behalf of the parent, and the= payment > method is under the parent=E2=80=99s name, we now require proof of Power = of > Attorney (POA). If the child cannot provide POA documentation, the > payment method must be in the child=E2=80=99s name. > > While we recognize this may affect our closing rates, it is a legal > requirement, and compliance is essential. Audits will be conducted to > ensure adherence, so please thoroughly review all signed agreements to > confirm compliance with this policy. > > Proposed Screening Process: > > 1. Initial Client Screening: =E2=80=A2 During the intake process, inquire= about > who will be signing the agreement and who will be responsible for payment= . > =E2=80=A2 Clarify whether the signer has Power of Attorney (POA) or if th= e > payment will come directly from the client or a third party. > 2. POA Verification: =E2=80=A2 If the child is signing and the payment me= thod is > in the parent=E2=80=99s name, request the necessary POA documentation upf= ront. =E2=80=A2 > If no POA is available, explain the alternative requirement that the > payment method must be under the child=E2=80=99s name. > 3. Agreement Review: =E2=80=A2 Before finalizing any agreement, ensure th= at the > POA documents have been verified or the payment method is in the correct > name. > 4. Post-Signing Audit: =E2=80=A2 Conduct a post-signing audit of all agre= ements > to ensure compliance with the new requirements, focusing on cases where a > third party is signing. > > Please implement this process immediately, and do not hesitate to reach > out if you have any questions or concerns. > > Thank you! > Tim > > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --=20 Gayle Soulides Midwest Intake Manager *Please note my email has changed:* gsoulides@TheKey.com (224) 500-1925 (847) 853-7777 TheKey.com [image: TheKey] --0000000000009f8daf06230bc70f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you,Tim. I will be sure to include this in my conver= sations. Are CSM's receiving this=C2=A0update, as we= ll? Gayle On Thu, Sep 26, 2024 at 3:18=E2=80= =AFPM Timothy Thomas < tt@thekey.com = > wrote: Hi G