----==_mimepart_67c6129d32694_2143f85ea93c7cc31606994 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =E2=80=8BHi there, Has Hans Kreuzer ended services with TheKey? =C2=A0= I do not see future shifts in Wellsky. Please let me know. Thank you. = Laurie Simpson Finance Onboarding |=C2=A0TheKey Laurie.Simpson@thek= ey.com 855.205.8007 = = On Wed, 26 Feb at 6:46 PM , Hans Kreuzer wrote: = 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 = 2/26/2025 = 165552 = 1000000000082336 = = Hans Kreuzer = Canada = Canada = Montreal = Home Care Assistance of Montreal = = 2/22/2025 = Feb = $36.00 = Yes = Yes = Yes = Yes = Complete = 2/26/2025 = Accurate & Complete = Accurate & Complete = = Accurate & Complete = Other = = 2/24/2025 = 2/24/2025 = E-Signature = Accurate & Complete = = 2/24/2025 = 2/24/2025 = E-Signature = Yes = Complete = Not Applicable = = Complete = Yes = Not Required = Not Required = Yes = No Deposit or Advanced Payment Needed = Yes = Yes = Renier Caguimbal = 2/26/2025 = = 2/26-1st Audit-CCA & PAF are uploaded. PMT method is successfully enro= lled to autopay. PT is added. Tagged as Private Pay in NS since ACH detai= ls in PAF refers to client's son. All complete. =E2=80=93 RC = = = = = Checklist = Check List Type = Agent Answer = Client Tag = Private Pay = = Net Terms = Net 2 = = Billing Frequency = Weekly=C2=A0 = = Bill Rate = = $36.00=C2=A0 = = = ACH/CC Ending = ACH 6785 = = CCA & PAF Name Match = Y = = CSM Name = = = Client Discussion = Reviewed Name & Address on