--Apple-Mail=_ACF0014D-F7E1-4838-8C55-792B03D2DB24 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 > Begin forwarded message: >=20 > From: Laurie Simpson > Subject: Re: 166586 John Murray - FIN-WELCOME CALL - Missing CCA and = PAF - [#1085039] > Date: April 2, 2025 at 2:48:21=E2=80=AFPM EDT > To: alysce.craig@thekey.com > Cc: tthomas@thekey.com > Reply-To: Laurie Simpson >=20 > Hi Alysce,=20 >=20 > Please upload CCA and PAF for new client John Murray. >=20 >=20 > Thank you, > Laurie Simpson > Finance Onboarding | TheKey > Laurie.Simpson@thekey.com = 855.205.8007 >=20 > On Mon, 31 Mar at 10:33 PM , Alysce Craig = 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 = 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?=20 > (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? 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 > 3/31/2025 166586 7971878 John Murray East Midwest = Columbus (Ohio) The Key of Columbus 3/31/2025 Mar = No CCA No Yes Started Not Loaded = Not Loaded Not Loaded Not Loaded = Not on file Not Loaded Not on file = Not Loaded No Contacts Flagged as "Email Invoices" Not = Applicable See PAF Status No Signed PAF on File Not = Required Not Required No Email on File No Deposit or = Advanced Payment Needed No info - Tagged PP Not Loaded Hanna = Inidal 3/31/2025 1085018=09 > 3/31-1st audit-Complete scheduled shift. No CCA, PAF & PT. NS tag is = private pay. -hi > $0.00 > Checklist Check List Type Agent Answer > Client Tag PRIVATE PAY=09 > Net Terms NET 2=09 > Billing Frequency Weekly =09 > Bill Rate=09 >=20 > ACH/CC Ending=09 >=20 > CCA & PAF Name Match Y/N=09 > CSM Name=09 >=20 > Client Discussion > Reviewed Name & Address on File Y/N=09 > Ask how they want Invoices: USPS or Emai