--0000000000003db2580628ec4569 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Checking now Tiffany Silton Director, Division Operations * Please note my email has changed: * tsilton@thekey.com (760) 889-2188 TheKey.com [image: TheKey] On Tue, Dec 10, 2024 at 9:35=E2=80=AFAM Timothy Thomas wrot= e: > Hi Audra and Tiffany, > > Could you verify Will's client below? > > ---------- Forwarded message --------- > From: Will Reid > Date: Tue, Dec 10, 2024 at 10:33=E2=80=AFAM > Subject: Re: URGENT Actions Needed: AOB Signatures required for VA, > Workman's Comp and No Fault Clients > To: Timothy Thomas > Cc: Diane Mockenhaupt , Steve Sudberry ssudberry@thekey.com> > > > We have a Cincinnati VA client named Harold Taylor who is not on the list= . > Is there a reason he's omitted? > > Thanks, > > Will Reid > Partner > * Please note my email has changed: * > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Tue, Dec 10, 2024 at 9:16=E2=80=AFAM Timothy Thomas wr= ote: > >> Good morning. >> >> Please review the email below and refer to the client list enclosed. >> >> Let me know if you have any questions. >> Thanks! >> >> ---------- Forwarded message --------- >> From: Tiffany Silton >> Date: Mon, Dec 9, 2024 at 4:25=E2=80=AFPM >> Subject: URGENT Actions Needed: AOB Signatures required for VA, Workman'= s >> Comp and No Fault Clients >> To: Audra Williams , Regional Directors > RegionalDirectors@thekey.com>, Jeannie Ortiz , >> Miranda Norman >> >> >> Happy Monday Everyone, >> Tri-west sent us notification that they will be auditing our charts to >> ensure we have an AOB on file for all VA clients. As a result we will ne= ed >> to have our VA, WC, and No fault clients sign a release, allowing us to >> share their information with the payor, as well as authorizing us to >> receive the payment directly. We will need to move quickly in getting al= l >> signatures in order to be in compliance. These forms will need to be >> re-signed annually, and we will need to ensure that we keep them on file= at >> all times. >> >> *Action Items: * >> >> *Who Needs to Sign*: >> >> - VA clients. >> - Workers' Compensation clients. >> - No-Fault clients. >> - HERE >> >> is the list of clients required to have the release >> >> *What Needs to Be Signed*: >> >> - The *Assignment of Benefits (AOB)* form. HERE >> >> is the document >> >> *Document Availability*: >> >> - *PandaDoc*: Digital form for electronic signatures. HERE >> >> are instructions >> - *Printed Copies*: Available for wet signatures when needed >> >> *Step-by Step Process:* >> >> *At Client Intake*: >> >> - Ensure the client (or their authorized representative) signs the >> AOB form. >> - Explain the purpose of the form to the client for transparency. >> - Verify that all required fields are completed. >> >> *For Existing Clients*: >> >> - Identify VA, WC, and No-Fault clients without a signed AOB on >> spreadsheet. >> - Contact these clients to complete th