--000000000000a22046063281700f Content-Type: multipart/alternative; boundary="000000000000a22046063281700e" --000000000000a22046063281700e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Can we make him sign an NDA at least? Not ideal for a =E2=80=9Cbig voice in= the community=E2=80=9D to get special treatment and risk him sharing said treat= ment broadly=E2=80=A6 *From:* DeAnna Brown *Sent:* Friday, April 11, 2025 8:34 AM *To:* tt@thekey.com; Sharon Speirs ; laszlo.kovacs@thekey.com *Cc:* lito.delapena@thekey.com; jeannie.ortiz@thekey.com *Subject:* Fwd: 166667 Philip Lord - FIN-WELCOME CALL - [#1088876] Thank you Timothy. Laszlo, this client has one day of service scheduled at the end of the month and he does not want to pay for surcharges on his card. Timothy has approved the waiving of the surcharge. Can you please let me know if you approve as well? Thank you, *DeAnna Brown* Finance Onboarding Analyst III | *TheKey* ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 On Tue, 8 Apr at 2:05 PM , TheKey Support wrote: Approved given it's a small client. Should he come on for ongoing service, let's move him to PAD. Thanks On Tue, Apr 8, 2025 at 1:37=E2=80=AFPM Sharon Speirs w= rote: Hi DeAnna Thank you I will ask Tim for the approval as this is only a once in awhile client - we are just doing this one time thing but he has a big voice in the community and he said no way to the surcharge Tim please let me know If you can approve this so we can take him to his appointment on April 30th . Sharon *Sharon, Speirs* General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com *TheKey.ca* [image: Image removed by sender. TheKey] On Tue, Apr 8, 2025 at 7:45=E2=80=AFAM DeAnna Brown wrote: Hi Sharon, I noticed the note you added to the client=E2=80=99s PAF form=E2=80=94just = a quick heads-up that the form used was an older version. All current PAFs across subsidiaries include the 2.7% surcharge. If a client prefers not to pay the surcharge, pre-authorized debit information must be obtained instead. If the fee needs to be waived, it requires approval from both Timothy Thomas and Laszlo Kovacs. Let me know if you have any questions! Best, *DeAnna Brown* Finance Onboarding Analyst III | *TheKey* ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 =E2=80=8B On Mon, 7 Apr at 6:29 PM , Philip Lord <> 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/ Identifi