Fwd: 161882 Robert Stuart - FIN-WELCOME CALL - [#963836]

From
DeAnna Brown <ltci@thekey.com>
To
ccartwright@thekey.com
CC
tt@thekey.com
Date
Mon, 30 Sep 2024 19:36:06 +0000
Folder
INBOX
----==_mimepart_66fafda6a4e39_23f3fd7a37e533c11356845 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Cheryl, I wanted to follow up on my previous email regarding the P= AF for Robert's care. As mentioned, Craig signed on behalf of his brother= Brian, who provided the payment information. To ensure everything is in = order, would you please reach out to Brian to obtain a revised PAF with h= is signature, since he is the financially responsible party? I apprec= iate your assistance with this and look forward to your update. Thank= you, DeAnna Brown ltci@thekey.com Long Term Care Insurance Customer Se= rvice - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625 Bill= ing@thekey.com 866-226-1702 On Wed, 25 Sep at 3:46 PM , DeAnna Brown = wrote:=C2=A0 Hi Cheryl, I audited this clients fi= le and noticed that the brother Craig signed on behalf of his brother Bri= an whose payment information was provided for Robert's care. Would you pl= ease reach out to Brian and get a revised PAF that his signature if he is= going to be the financially responsible party? Thank you!=C2=A0 D= eAnna Brown ltci@thekey.com Long Term Care Insurance Customer Service - = (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625 Billing@thek= ey.com 866-226-1702 On Tue, 24 Sep at 6:43 PM , Brian Stuart wrote:=C2=A0 = Date Created NetSuite ID Clearcare ID CareTree ID Patient Name = Division Region location URL Priority First Completed Shift Date S= tart 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 Ver= biage included in CCA? Does OT in Billing Policy Match Agency OT Setting= s? Current Status Date Completed/ Identified Deactivated Initial Audit= - Signed Consent Agreement or contract on File? Initial Audit- Payment A= uthorization on File? Special 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 Autho= rization on File?=C2=A0 (As of last audit) PAF Comment Date PAF was upl= oaded 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 L= TC/LTC AOB Tag, on Consent Agreement or on Payment Auth Form Email LTCi@t= hekey.com Ticket# created - notified to LTC Payment Method Added to Ver= sapay (All should be added to Autopay) Is Client Enrolled in Autopay? D= o not apply Credit Card surcharge? CC PAF Form Redacted?=C2=A0 Client/P= ayer Invited to Versapay? Deposit or Advanced Payment Needs Processing = Tag Added in NetSuite? Interest seen on CCA? Last Audited By Last Audi= ted On FIN Welcome Call Ticket# PSG Comments Deactivated? Open Balanc= e 9/21/2024 161882 1000000000073258 Robert Stuart Canada Canad= a Montreal Home Care Assistance of Montreal 9/20/2024 Sep $35.00 Y= es Yes Yes Yes Complete 9/24/2024 Accurate & Complete Accurate