----==_mimepart_66a7bea7a55f7_2483fef7cbeda38302401d3 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Shawntel,=C2=A0 TheKey has not accepted private check payers for 2 ye= ars. Private check payers must be approved via the Regional Director and = Laszlo Kovacs. =C2=A0If approved, the approval email needs to be uploade= d in the clients ClearCare file.=C2=A0 Best regards,=C2=A0 Tom Pat= terson Finance Onboarding Analyst 2 Please note my email has changed: tpa= tterson@thekey.com PH (855) 205-8007 FAX (813) 693-5625 EMAIL: LTCI@the= key.com TheKey.com = = On Wed, 24 Jul at 8:52 PM , Susan Galloway wro= te: = 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? = 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 = 7/24/2024 = 160448 = 1000000000070862 = = Susan Galloway = Canada = Canada = Calgary = TheKey Formerly Home Care Assistance Calgary = = Scheduled = Jul = $40.00 = Yes = Yes = Yes = Yes = Complete = 7/24/2024 = Accurate & Complete = Accurate & Complete = = Accurate & Complete = Other = 7/23/2024 = 7/23/2024 = E-Signature = Accurate & Complete = = 7/23/2024 = 7/23/2024 = E-Signature = Yes = Complete = Not Applicable = = Complete = Yes = Not Required = Not Required = Yes = No Deposit or Advanced Payment Needed = Yes = Yes = Renier Caguimbal = 7/24/2024 = = 7/24-1st Audit-CCA & PAF are uploaded. PT is added. PMT method is succ= essfully enrolled to autopay. Tagged as Private Pay in NS. All complete. = - RC = = = = = =C2=A0 = =C2=A0 = Checklist = Check List Type = Agent Answer = Assigned :=C2=A0 = Date = = Client =C2=A0PreCheck =