----==_mimepart_681b8f4d32fce_1f83fbece31c3c07957092 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Timon,=C2=A0 Please upload payment information for new client Ei= leen Laker. Thank you, Laurie Simpson Finance Onboarding |=C2= =A0TheKey Laurie.Simpson@thekey.com 855.205.8007 = = On Tue, 29 Apr at 12:30 PM , Laurie Simpson = wrote: = = Hi Timon,=C2=A0 = = = Please upload payment information for new client Eileen Laker. = = Thank you, = = = = = Laurie Simpson = Finance Onboarding |=C2=A0TheKey = Laurie.Simpson@thekey.com = = 855.205.8007 = = = = On Tue, 29 Apr at 6:07 AM , Timon Page 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 = 4/28/2025 = 167232 = 1000000000085846 = = Eileen Laker = Canada = Canada = Oakville = Home Care Assistance GTA West = = 4/28/2025 = Apr = $40.00 = No = No = Yes = Yes = Started = = Accurate & Complete = Not Loaded = No = Accurate & Complete = No = = 4/25/2025 = 4/25/2025 = E-Signature = Not Loaded = = = = Not on file = Yes = Complete = Not Applicable = = See PAF Status = No Signed PAF on File = Not Required = Not Required = Yes = No Deposit or Advanced Payment Needed = Yes = No = Madel Cuadra = 4/28/2025 = = 4/28 - 1st Audit : Has completed shift schedule in the past, CCA compl= ete, No PAF, No PT, Tagged as Private Pay in NS - MC = = $0.00 = = Checklist = Check List Type = Agent Answer = Client Tag = = = Net Terms = = = Billing Frequency = Weekly=C2=A0 = = Bill Rate = $ 40 = = ACH/CC Ending = = = CCA & PAF Name Match = Y/N