Re: 160448 Susan Galloway - FIN-WELCOME CALL - [#881743]

--000000000000e090d0061e6522d9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I would be confident in accepting a cheque from this client. It has been two years so we=E2=80=99re unfamiliar of the process. I=E2=80=99ll let Shaw= ntel to ask the client if they have another payment method or if cheque is the only method. I would not want to lose a client over this. I will send Tim an email for approval. Thanks in advance for all your assistance. Regards, Chuck Chuck Terlesky B.A., CCPE General Manager Winnipeg and Calgary Calgary: 403-301-3777 Winnipeg: 204-489-6000 TheKey.ca [image: TheKey] On Mon, Jul 29, 2024 at 10:09=E2=80=AFAM Tom Patterson wr= ote: > Hi Shawntel, > TheKey has not accepted private check payers for 2 years. Private check > payers must be approved via the Regional Director and Laszlo Kovacs. > If approved, the approval email needs to be uploaded in the clients > ClearCare file. > > Best regards, > Tom Patterson > Finance Onboarding Analyst 2 > *Please note my email has changed:* > tpatterson@thekey.com > > PH (855) 205-8007 > FAX (813) 693-5625 > EMAIL: LTCI@thekey.com > > TheKey.com > [image: TheKey] > > On Wed, 24 Jul at 8:52 PM , Susan Galloway wrote: > Date Created NetSuite ID Clearcare ID CareTree ID Patient Name Division > Region location URL Priority First Completed Shift Date Start Month Norma= l > Bill Rate on CCA 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? Specia= l > Handling Alert? Signed Consent Agreement or Contract on File? > (As of last audit) Current Consent Agreement? Date CCA was uploaded Date > CCA was signed Wet-Sign or E-Sign Payment Authorization on File? > (As of last audit) PAF Comment Date PAF was uploaded Date PAF was signed = Wet-Sign > or E-Sign CCA signed by a Power of Attorney (POA)? "Email Invoices" and > Payer Contacts Added to Versapay LTC/LTC AOB Tag, on Consent Agreement or > on Payment Auth Form > Email LTCi@thekey.com Ticket# created - notified to LTC Payment Method > Added to Versapay (All should be added to Autopay) Is Client Enrolled in > Autopay? Do not apply Credit Card surcharge? CC PAF Form Redacted? Clien= t/Payer > Invited to Versapay? Deposit or Advanced Payment Needs Processing Tag > Added in NetSuite? Interest seen on CCA? Last Audited By Last Audited On = FIN > Welcome Call Ticket# PSG Comments Deactivated? Open Balance > 7/24/2024 160448 > 1000000000070862 > Susan Galloway Canada Canada Calgary TheKey Formerly Home Care Assistance > Calgary Scheduled Jul $40.00 Yes Yes Yes Yes Complete 7/24/2024 Accurate > & Complete Accurate & Complete Accurate & Complete Other 7/23/2024 > 7/23/2024 E-Signature Accurate & Complete 7/23/2024 7/23/2024 E-Signatur