RE: CCA Updates Session 1

From
<eclark@thekey.com>
To
"'Audra Williams'" <audraw@thekey.com>, "'Jeannie Ortiz'" <jeannie.ortiz@thekey.com>, "'Tiffany Silton'" <tsilton@thekey.com>, "'Christopher Reese'" <christopher.reese@thekey.com>, "'Leigh Smith'" <leigh.bryantsmith@thekey.com>, "'Abbie Canta'" <ccanta@thekey.com>, "'Kadie Marlin-Chambers'" <kchambers@thekey.com>, "'Dawn Christensen'" <dawn.christensen@thekey.com>, "'Danielle James'" <danielle.james@thekey.com>, "'Bridgett Carney'" <bcarney@thekey.com>, "'Janette Garcia'" <jagarcia@thekey.com>, "'Shannon Taubken'" <shannon.taubken@thekey.com>, "'Gracie Lane'" <glane@thekey.com>, "'Cherry'" <cgattis@thekey.com>, "'Diane Mockenhaupt'" <dmockenhaupt@thekey.com>, "'Steve Sudberry'" <ssudberry@thekey.com>, "'Mae Moses'" <mmoses@thekey.com>, "'Andrea Nobis'" <andrea.nobis@thekey.com>, "'Laura Meister'" <laura.meister@thekey.com>, "'Yukari Roberts'" <yroberts@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>, "'Alysce Craig'" <alysce.craig@thekey.com>, "'Cathy Goffredo'" <catherine.goffredo@thekey.com>, "'Deb Frye'" <dfrye@thekey.com>, "'Maryellen Luera'" <maryellen.luera@thekey.com>, "'Amanda Ominsky'" <amanda.ominsky@thekey.com>, "'Ali Puckett'" <apuckett@thekey.com>, "'Emily Lynch'" <edean@thekey.com>, "'Lauren Hardy'" <lauren.hardy@thekey.com>, "'Kendra Smith'" <ksmith@thekey.com>, "'Dennis Fancy'" <dfancy@thekey.com>, "'Miriam Valiente'" <miriam.valiente@thekey.com>, "'Melani Breach'" <melani.breach@thekey.com>, "'Sara Marrow'" <smarrow@thekey.com>, "'Cristal Munoz'" <cmunoz@thekey.com>, "'Will Reid'" <wreid@thekey.com>, "'Karoline Da Silva'" <kdasilva@thekey.com>, "'Dru Vaughn'" <dru.vaughn@thekey.com>, "'Sharon Speirs'" <sspeirs@thekey.com>, "'Kayla Brager'" <kayla.brager@thekey.com>, "'Christin Silveira'" <csilveira@thekey.com>, "'Brooke Justiniano'" <brookej@thekey.com>, "'Codi Hall'" <chall@thekey.com>, "'Jaime Cittadino'" <jcittadino@thekey.com>, "'Kelli Jayroe'" <kjayroe@thekey.com>, "'Stephennie Laxamana Smith'" <slaxamana@thekey.com>, "'GeneralManagers'"
Date
Wed, 16 Oct 2024 06:18:12 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_04CD_01DB1F93.306FD2D0 Content-Type: multipart/related; boundary="----=_NextPart_001_04CE_01DB1F93.306FD2D0" ------=_NextPart_001_04CE_01DB1F93.306FD2D0 Content-Type: multipart/alternative; boundary="----=_NextPart_002_04CF_01DB1F93.306FD2D0" ------=_NextPart_002_04CF_01DB1F93.306FD2D0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Good Morning Everyone- =20 Thank you to those who were able to attend yesterday=E2=80=99s session = regarding the risks an improper combination of Client/Financially = Responsible Party/Payer on PAF signatures poses to the organization. Our = goal is to avoid any disruption to the business while still collecting = documentation that allows us to continue to pass the compliance audits = we receive, and to have defensible contracts when we need to pursue = clients in mediation/litigation for past due balances.=20 =20 Attached for your records are: * A Compliance Request I received this morning (attachment labeled = =E2=80=9CNACHA POA Request=E2=80=9D). This is an example of where we are = asked to show evidence the Account Owner provided permission for us to = debit his account. As you can see in the email attached if we=E2=80=99re = found to be out of compliance, there could be a significant impact to = the business. This is one of a few reasons the signer on the PAF has to = be the account holder.=20 * The recording & transcript from the meeting (attachment labeled = =E2=80=9CCCA Updates Session 1=E2=80=9D). * Link to the presentation- = https://docs.google.com/presentation/d/1NKdl4XXyifJQ_vSdboo4wt7HRl9ULD7I/= edit?usp=3Ddrive_link = &ouid=3D114633849602778058975&rtpof=3Dtrue&sd=3Dtrue =20 If you have any specific questions moving forward or need support on a = client-by-client basis, feel free to reach out to Jeannie Ortiz or = myself directly. We look forward to supporting you. =20 Elizabeth Clark=20 Director CI & Transformation Finance Onboarding & Experience Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 =20 -----Original Appointment----- From: Google Calendar On Behalf Of = Audra Williams Sent: Wednesday, October 9, 2024 11:30 AM To: Audra Williams; Elizabeth Clark; Jeannie Ortiz; Tiffany Silton; = Christopher Reese; Leigh Smith; Abbie Canta; Kadie Marlin-Chambers; Dawn = Christensen; Danielle James; Bridgett Carney; Janette Garcia; Shannon = Taubken; Gracie Lane; Cherry; Diane Mockenhaupt; Steve Sudberry; Mae = Moses; Andrea Nobis; Laura Meister; Yukari Roberts; Joey Taylor; Alysce = Craig; Cathy Goffredo; Deb Frye; Maryellen Luera; Amanda Ominsky; Ali = Puckett; Emily Lynch; Lauren Hardy; Kendra Smith; Dennis Fancy; Miriam = Valiente; Melani Breach; Sara Marrow; Cristal Munoz; Will Reid; Karoline = Da Silva; Dru Vaughn; Sharon Speirs; Kayla Brager; Christin Silveira; = Brooke Justiniano; Codi Hall; Jaime Cittadino; Kelli Jayroe; 

Thread (50)