----==_mimepart_67abaae1bba31_4903f93397e636c416535ba Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Amanda, I see that the CCA was uploaded into Clearcare for this cl= ient, but we are missing a PAF. Can you please let me know once the PAF h= as been uploaded into Clearcare? Thank you! DeAnna Brown ltci@the= key.com Long Term Care Insurance Customer Service - (855)-205-8007 Long T= erm Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 = = = On Sun, 9 Feb at 11:17 PM , Anne Montouri wrote: = =C2=A0 = Date Created = 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 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?=C2=A0 = Client/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 = 2/7/2025 = 165131 = 1000000000080998 = = Anne Montouri = Canada = Canada = Oakville = Home Care Assistance GTA West = = 2/3/2025 = Feb = No CCA = No = = = Yes = Started = = Not Loaded = Not Loaded = No = Not Loaded = Not Loaded = = = = Not on file = Not Loaded = = = = Not on file = Not Loaded = Complete = Not Applicable = = See PAF Status = No Signed PAF on File = Not Required = Not Required = Yes = No Deposit or Advanced Payment Needed = No info - Tagged PP = Not Loaded = Madel Cuadra = 2/9/2025 = = 2/9 - 1st Audit : Has completed shift schedule in the past, No CCA, No= PAF, No PT, Tagged as Private Pay in NS - MC = = $0.00 = = Checklist = Check List Type = Agent Answer = Client Tag = Private Pay = = = Net Terms = Net 2 = = Billing Frequency = Weekly=C2=A0 = = Bill Rate = = = ACH/CC Ending = = = CCA & PAF Name Match = Y/N = = CSM Name = = = Client Discussion = Reviewed Name & Address on File = Y/N =