RE: 1/23/23 - New Client Audit Results- Action Required

From
<kristy.poyner@thekey.com>
To
"'Northeast/Canada Regional Operation Directors'" <northeastcanada-regional-operation-directors@thekey.com>, "'Coddye Ring-Noonan'" <coddye.ringnoonan@thekey.com>, "'Gayle Soulides'" <gsoulides@thekey.com>, "'Melissa Reyes'" <melissa.reyes@thekey.com>, "'Angie Markwell'" <angie.markwell@thekey.com>, "'Ginger McVeigh'" <ginger.mcveigh@thekey.com>, "'Audra Williams'" <audraw@thekey.com>, "'Alicia Broussard'" <abroussard@thekey.com>, "'Alisha Wise'" <awise@thekey.com>, <peter.dacosta@thekey.com>, "'Amy Harris'" <aharris@thekey.com>, "'Araceli Gutierrez'" <araceli.gutierrez@thekey.com>, "'Amy Harris'" <aharris@thekey.com>, "'Bobby Kou'" <bkou@homecareassistance.com>, "'Ginger McVeigh'" <ginger.mcveigh@thekey.com>, <carol.miller@thekey.com>, "'Cassi Gilkeson'" <cgilkeson@thekey.com>, "'Cathy Goffredo'" <cathy.goffredo@thekey.com>, "'Christa Chalfa'" <cchalfa@homecareassistance.com>, "'James Buscemi'" <jbuscemi@thekey.com>, <jmuskat@homecareassistance.com>, "'Kim Kranwinkel'" <kimberly.kranwinkel@thekey.com>, "'Kimberly Guerci'" <kguerci@thekey.com>, "'Triff Cook'" <triff@thekey.com>, "'Yukari Roberts'" <yroberts@thekey.com>, <bethann.rosario@thekey.com>, "'Alisha Wise'" <awise@thekey.com>, "'Jay Skypeck'" <jason.skypeck@thekey.com>, "'Claudia Hernandez'" <chernandez@thekey.com>, "'Matthew Neal'" <mneal@thekey.com>, <peter.dacosta@thekey.com>, "'Jennifer Piper'" <jennifer.piper@thekey.com>, "'Jessica Pascasio'" <jpascasio@thekey.com>, "'Pete DaCosta'" <peter.dacosta@thekey.com>, "'Timothy Thompson-Cook'" <timothy.thompsoncook@thekey.com>, "'Karoline Da Silva'" <ksilva@tenderrose.com>, <dmockenhaupt@thekey.com>, "'Chen Xie'" <chen@thekey.com>, "'Matt Nyberg'" <mnyberg@thekey.com>, "'Leigh Smith'" <leigh.bryantsmith@thekey.com>, <krichard@thekey.com>, "'Tiffany Silton'" <tsilton@thekey.com>
CC
"'Gary Scott'" <gscott@thekey.com>, "'Mandi Cheslock'" <mcheslock@thekey.com>, "'Benjamin Lewis'" <benjamin.lewis@thekey.com>, "'Sarah Powers'" <spowers@thekey.com>, "'Mandi Cheslock'" <mcheslock@thekey.com>, "'Beth Popolizio'" <bpopolizio@thekey.com>, "'Jennifer Allen'" <jallen@thekey.com>, "'Alan Badger'" <abadger@thekey.com>, "'Bri Bailey'" <bbailey@thekey.com>, <llarson@thekey.com>, <tsmith@thekey.com>, <michelle.kenaga@thekey.com>, <eclark@thekey.com>
Date
Mon, 30 Jan 2023 10:09:26 -0600
Folder
INBOX
Hello Everyone, 

 

Attached below is the updated New Client Audit Results. The deadline for January commissions is February 10th. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/1NSCBr4yj05QpbbokhqK8f5BoJxaLk_Vg/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thank you,

Kristy

 

 

From: kristy.poyner@thekey.com <kristy.poyner@thekey.com> 
Sent: Monday, January 23, 2023 1:03 PM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>; peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Christa Chalfa' <cchalfa@homecareassistance.com>; 'James Buscemi' <jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>; krichard@thekey.com
Cc: 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>; 'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com; michelle.kenaga@thekey.com; eclark@thekey.com
Subject: 1/23/23 - New Client Audit Results- Action Required 

 

Hello Everyone, 

 

Attached below is the updated New Client Audit Results. The deadline for January commissions is February 10th. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/1PQc6tVLgJlnLajKs0mwF0641c7yLrHeZ/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, January 16, 2023 11:49 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; krichard@thekey.com <mailto:krichard@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> ; michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> 
Subject: RE: 1/9/23 - New Client Audit Results- Action Required 

 

Hello Everyone, 

 

Attached below is the updated New Client Audit Results. The deadline for January commissions is February 10th. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/14walirh_vmo2cKEzdgxCMtyqUlzyD5wL/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 

 



 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, January 9, 2023 10:36 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; krichard@thekey.com <mailto:krichard@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> ; michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> 
Subject: 1/9/23 - New Client Audit Results- Action Required 

 

Hello Everyone, 

 

Attached below is the updated New Client Audit Results. The deadline for December commissions was Friday, January 6th. The deadline for January commissions is February 10th. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/1yUFFfdR8Roivh7sq_-8bD4B1p2A9QXch/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thanks,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Thursday, January 5, 2023 11:39 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; krichard@thekey.com <mailto:krichard@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> ; michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> 
Subject: 1/5/23 - New Client Audit Results- Action Required 

 

Hello Everyone, 

 

Attached below is the updated New Client Audit Results. The deadline for December commissions is this Friday, January 6th. Updated spreadsheets will be sent each day this week. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/1bVytCA3Ajp_uxFxCqewTAOpHWkjIUZPX/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thanks,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Wednesday, January 4, 2023 1:27 PM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; krichard@thekey.com <mailto:krichard@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> ; michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> 
Subject: RE: 1/4/23 - New Client Audit Results- Action Required 

 

Hello Everyone, 

 

Attached below is the updated New Client Audit Results. The deadline for December commissions is this Friday, January 6th. Updated spreadsheets will be sent each day this week. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/19EBssZbKp4t6upIDVgByqW4CTE0nOtHa/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thank you,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Tuesday, January 3, 2023 10:27 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; krichard@thekey.com <mailto:krichard@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> ; michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> 
Subject: 1/3/23 - New Client Audit Results- Action Required 

 

Hello Everyone, 

 

I hope you all had a great weekend. Attached below are the updated New Client Audit Results. The deadline for December commissions is this Friday, January 6th. Updated spreadsheets will be sent Tuesday-Friday this week. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/11HamSSSIwXX9TISAwDyw-cEA3FXGFqzX/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Friday, December 30, 2022 1:20 PM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; krichard@thekey.com <mailto:krichard@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> ; michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> 
Subject: 12/30/22- New Client Audit Results- Action Required 

 

Hello Everyone, 

 

Attached below are the updated New Client Audit Results. The deadline for December commissions is next Friday, January 6th. Updated spreadsheets will be sent Tuesday-Friday next week. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/1PaAXT81wLhpZ3Uu5lTsXYjNQHK2xGV4u/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 

Have a wonderful weekend and Happy New Year!

 

 



 

 

 

Thanks,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Tuesday, December 27, 2022 11:42 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; krichardaza@thekey.com <mailto:krichardaza@thekey.com> ; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; njoneshronis@thekey.com <mailto:njoneshronis@thekey.com> .; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: 12/27/22- New Client Audit Results- Action Required 

 

Hello Everyone, 

 

I hope you all had a spectacular Holiday weekend!

 

Attached below are todays updated New Client Audit Results. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report sent out. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

Please click here <https://docs.google.com/spreadsheets/d/1rL9c1c_Dg1lngEpbh7Peaqk0LMO5oHKd/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

Let us know if you have any questions.

 



 

Thanks,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, December 19, 2022 12:19 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; njoneshronis@thekey.com <mailto:njoneshronis@thekey.com> .
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: RE: 12/12/22- New Client Audit Results- Action Required 

 

Hello and happy Monday everyone, 

 

Attached below are todays updated New Client Audit Results. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report sent out. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1hVgHqKk8fvuGKyR87gKSRNAQtltxqfOw/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

 

We have added a new breakout by division specific to high priority items so it easier to see where each division stands. Let us know if you have any questions.

 



 

Thanks,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, December 12, 2022 12:21 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: 12/12/22- New Client Audit Results- Action Required 

 

Hello everyone, 

 

Attached are todays updated New Client Audit Results. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report sent out. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/10W5OE10mxA6iW77M9O-CcID23p8szSVI/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

 

We have added a new breakout by division specific to high priority items so it easier to see where each division stands. Let us know if you have any questions.

 



 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Friday, December 9, 2022 11:42 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: 12/9/22- New Client Audit Results- Action Required 

 

Hi All, 

 

The deadline to collect missing forms for November starts is end of day today, 12/9/22. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report sent out. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/15xMpJqBMvUi5H2FLhus8KsSGYrMXYeLJ/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

 

We have added a new breakout by division specific to high priority items so it easier to see where each division stands. Let us know if you have any questions.

 



 

Thanks,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Thursday, December 8, 2022 11:36 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: 12/8/22- New Client Audit Results- Action Required 

 

Hi All, 

 

The deadline to collect missing forms for November starts is end of day tomorrow, 12/9/22. We will be sending out updates each day this week. Please reach out to Michelle Kenaga and I with any discrepancies. Please note and changes made after the report has been generated will reflect on the following report sent out. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the client profile in ClearCare. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1YhteLHLeaiQgAYUpHYUrMCCr5nRG0gLq/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the updated audit tracker.

 

 

We have added a new breakout by division specific to high priority items so it easier to see where each division stands. Let us know if you have any questions.

 



 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Wednesday, December 7, 2022 3:16 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: RE: 12/7/22- New Client Audit Results- Action Required 

 

Hi All, 

 

The deadline to collect missing forms for November starts is 12/9/22. We will be sending out updates each day this week. Please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that new check payors require Tads approval. Check approvals should be uploaded to the clients profile in ClearCare. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1eJm5cCHg2DMwRujDVO-3rpOQmflkkjKk/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 

 

We have added a new breakout by division specific to high priority items so it easier to see where each division stands. Let us know if you have any questions.

 

 

 

 



 

 

Thanks,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Tuesday, December 6, 2022 11:35 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto:tsmith@thekey.com> 
Subject: RE: 12/5/22- New Client Audit Results- Action Required 

 

Hi All, 

 

The deadline to collect missing forms for November starts is 12/9/22. We will be sending out updates each day this week. Please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that per Tad checks are no longer an accepted method of payment for Fiduciary or Trustee payers absent approval. We have added a new breakout by division specific to high priority items so it easier to see where each division stands. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1ORL9tN7gl4aW5oAtZdhVTevlJZrlqydU/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 

 

 



 

Thank you,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, December 5, 2022 2:43 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> 
Subject: 12/5/22- New Client Audit Results- Action Required 

 

Hi All, 

 

The deadline to collect missing forms for November starts is 12/9/22. Please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that per Tad checks are no longer an accepted method of payment for Fiduciary or Trustee payers. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1gXyopg0OsfpLXVKzpJTtRCZpUBqSeArb/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 



 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started October on are highlighted yellow

 

Support from Finance with High Priority Clients:

*	Collections will be reaching out to the CSM teams Tuesday – Friday of each week to support the collection of Payment Authorization forms with failed Card/ACH account information.
*	Collectors will not address or request missing Client Consent agreements from clients

*	Keep in mind some of these clients are missing both forms. As a result, it’s important the local offices partner with collections on the best approach for each client so our communication is crisp.

 

Clients in Medium or Low Priority status will not be contacted by Collections for failed Card/ACH information, missing Payment Authorization forms, or Client Consent Agreements. It is up to the local team(s) to ensure these documents are collected before a client moves to High Priority (i.e., is scheduled or starts care).

 

 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, November 28, 2022 1:16 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >
Subject: 11/28/22- New Client Audit Results- Action Required 

 

Hi All, 

 

Thank you for your continued feedback & engagement in reviewing the audit tracker and supporting information! We’ve updated the format, reduced the content, and sorted the data for your convenience. The new layout should make it simple to view for your respective focus area and as always, please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that per Tad checks are no longer an accepted method of payment for Fiduciary or Trustee payers. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1HmIMK_ZcJGTPH0uhDlJPUhNSYdY3T8HM/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started October on are highlighted yellow

 

Support from Finance with High Priority Clients:

*	Collections will be reaching out to the CSM teams Tuesday – Friday of each week to support the collection of Payment Authorization forms with failed Card/ACH account information.
*	Collectors will not address or request missing Client Consent agreements from clients

*	Keep in mind some of these clients are missing both forms. As a result, it’s important the local offices partner with collections on the best approach for each client so our communication is crisp.

 

Clients in Medium or Low Priority status will not be contacted by Collections for failed Card/ACH information, missing Payment Authorization forms, or Client Consent Agreements. It is up to the local team(s) to ensure these documents are collected before a client moves to High Priority (i.e., is scheduled or starts care).

 



 

 

Thanks,

Kristy

 

 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Thursday, November 10, 2022 12:33 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Kristy Poyner' <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >
Subject: 11/10/22- New Client Audit Results- Action Required 

 

Hello All-

 

Thank you for your continued feedback & engagement in reviewing the audit tracker and supporting information! We’ve updated the format, reduced the content, and sorted the data for your convenience. The new layout should make it simple to view for your respective focus area and as always, please reach out to Elizabeth Clark and I with any discrepancies. The deadline to collect missing forms for October starts is 11/9/22. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/13fEhZV1m2dx9QBc0eAMTbW7CNQWn3aOy/edit?usp=share_link&ouid=114800972143035191906&rtpof=true&sd=true>  to review the audit tracker.

 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started in October are highlighted yellow

 

Support from Finance with High Priority Clients:

*	Collections will be reaching out to the CSM teams Tuesday – Friday of each week to support the collection of Payment Authorization forms with failed Card/ACH account information.
*	Collectors will not address or request missing Client Consent agreements from clients

*	Keep in mind some of these clients are missing both forms. As a result, it’s important the local offices partner with collections on the best approach for each client so our communication is crisp.

 

Clients in Medium or Low Priority status will not be contacted by Collections for failed Card/ACH information, missing Payment Authorization forms, or Client Consent Agreements. It is up to the local team(s) to ensure these documents are collected before a client moves to High Priority (i.e., is scheduled or starts care).

 



 

 

Michelle Kenaga

Supervisor, Accounts Receivable

Direct line: (408) 831-0579

michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Wednesday, November 9, 2022 11:18 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >
Subject: 11/09/22- New Client Audit Results- Action Required 

 

Hello All-

 

Thank you for your continued feedback & engagement in reviewing the audit tracker and supporting information! We’ve updated the format, reduced the content, and sorted the data for your convenience. The new layout should make it simple to view for your respective focus area and as always, please reach out to Elizabeth Clark and I with any discrepancies. The deadline to collect missing forms for October starts is 11/9/22. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. 

 

If you sent me any updates today these will be reflected tomorrow as we will be sending out an update each day this week.

 

Please click here <https://docs.google.com/spreadsheets/d/1sLUOmI9XLTxjeoRXgXjebhr4HR3nXHlr/edit?usp=sharing&ouid=114800972143035191906&rtpof=true&sd=true>  to review the audit tracker.

 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started in October are highlighted yellow

 

Support from Finance with High Priority Clients:

*	Collections will be reaching out to the CSM teams Tuesday – Friday of each week to support the collection of Payment Authorization forms with failed Card/ACH account information.
*	Collectors will not address or request missing Client Consent agreements from clients

*	Keep in mind some of these clients are missing both forms. As a result, it’s important the local offices partner with collections on the best approach for each client so our communication is crisp.

 

Clients in Medium or Low Priority status will not be contacted by Collections for failed Card/ACH information, missing Payment Authorization forms, or Client Consent Agreements. It is up to the local team(s) to ensure these documents are collected before a client moves to High Priority (i.e., is scheduled or starts care).

 



 

 

 

Michelle Kenaga

Supervisor, Accounts Receivable

Direct line: (408) 831-0579

michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Tuesday, November 8, 2022 12:34 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >
Subject: 11/08/22- New Client Audit Results- Action Required 

 

Hello All-

 

Thank you for your continued feedback & engagement in reviewing the audit tracker and supporting information! We’ve updated the format, reduced the content, and sorted the data for your convenience. The new layout should make it simple to view for your respective focus area and as always, please reach out to Elizabeth Clark and I with any discrepancies. The deadline to collect missing forms for October starts is 11/9/22. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. 

 

If you sent me any updates today these will be reflected tomorrow as we will be sending out an update each day this week.

 

Please click here <https://docs.google.com/spreadsheets/d/1BPrhgAIUuUfRsp3j8UtAXmQXYedKd_qo/edit?usp=sharing&ouid=114800972143035191906&rtpof=true&sd=true>  to review the audit tracker.

 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started in October are highlighted yellow

 

Support from Finance with High Priority Clients:

*	Collections will be reaching out to the CSM teams Tuesday – Friday of each week to support the collection of Payment Authorization forms with failed Card/ACH account information.
*	Collectors will not address or request missing Client Consent agreements from clients

*	Keep in mind some of these clients are missing both forms. As a result, it’s important the local offices partner with collections on the best approach for each client so our communication is crisp.

 

Clients in Medium or Low Priority status will not be contacted by Collections for failed Card/ACH information, missing Payment Authorization forms, or Client Consent Agreements. It is up to the local team(s) to ensure these documents are collected before a client moves to High Priority (i.e., is scheduled or starts care).

 



 

 

Michelle Kenaga

Supervisor, Accounts Receivable

Direct line: (408) 831-0579

michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Monday, November 7, 2022 10:35 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yu

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