Re: 162939 Betty Lou Weiss - FIN-WELCOME CALL - Need POA / New CCA - [#997173]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Jeannie Ortiz <ltci@thekey.com>
CC
malin.maleegrai@thekey.com, tt@thekey.com
Date
Wed, 4 Dec 2024 10:34:27 -0600
Folder
INBOX
--000000000000c430740628745b08 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Jeannie, Malin is reaching out to son to get the responsible party portion of CCA filled out. Thanks, Diane On Wed, Dec 4, 2024 at 9:55=E2=80=AFAM Jeannie Ortiz wrot= e: > Good Day Team, > > Client Betty Lou Weiss currently does not have a valid Client Care > Agreement (CCA). Her son, Keith, signed the agreement; however, if Keith = is > signing it, he must add himself as the responsible party, or Betty needs = to > sign the CCA herself. If Keith is her Power of Attorney (POA), we will ne= ed > the relevant documentation without a new CCA. > These documents are essential for the following reasons: > *1. **Legal Compliance*:** The CCA is required to ensure that all care > services provided comply with legal and regulatory standards. These > documents outline the terms and conditions of care, ensuring transparency > and mutual understanding between the client and TheKey. > > Thank you for your attention to this matter. > > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Fri, 8 Nov at 2:56 PM , Laurie Simpson wrote: > > Welcome to *TheKey*! We are delighted to have you as part of our home > care family. Our Help Desk team is here to ensure your seamless experienc= e > with us, and we want to extend our warmest greetings as you embark on thi= s > journey with our home care services. Our team is dedicated to helping > TheKey's clients and their family members understand and utilize our Vers= a > Pay platform. > We kindly request your cooperation in verifying the accuracy of the > customer information we currently have on record. > *Name* > Betty Lou Weiss > *Address* > 2401 Indigo Lane > Room 1160 > Glenview > IN, US, 60026 > *Phone* > (847)-904-4700 > *Email* > khw3365@yahoo.com > *Invoice Delivery* > Wednesday > *CC/ACH* > Visa **1874 > *Invoice Due Date* > Friday > > Please take note of the following information: > You will soon receive an invitation to your Versapay Portal from > no-reply@versapay.com. This email will include your log in details for > your online account, where you can conveniently access billing statements= , > review invoices, and update your payment information. We have also attach= ed > a how-to guide to assist you with this process. > Our invoicing cycle runs from *Monday through Sunday*, with invoices sent > every *Wednesday* for the previous week of service. Every Wednesday, you > will receive an automated email from Versapay containing the invoices. Th= e > invoices are attached to the email, and a link titled "View Invoices" wil= l > direct you to Versapay. You can view the PDF of the week's invoice and an= y > previously billed invoices there. Please be aware that payments will be > processed automatically two days after the invoice issuance date every > *Friday*. > Should you need to 

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