This is a multipart message in MIME format. ------=_NextPart_000_25C6_01DA559F.3B4DB3C0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_25C7_01DA559F.3B4DDAD0" ------=_NextPart_001_25C7_01DA559F.3B4DDAD0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for sending this out, Audra! All- If the CSM can identify who the clientsâ carrier is, and if a = client wants AOB or just support with submissions at their first = assessment, and have the appropriate forms with them ready to complete = at that time, it reduces the turnaround time to get everything set up by = a week or more. Requiring handwritten signatures on forms mean we either mail the forms = and wait for them to be returned, or the field must visit the client, so = itâs best to get those done right away. Additionally, I wanted to offer the team the opportunity to use the = âChatâ feature on the LTCi page, for critical support = items or questions that cannot wait. Jeannie and I will be monitoring = that page and can support questions as needed. We look forward to supporting you, thank you! Kind regards- Elizabeth Clark Director, CI & Transformation Long Term Care Insurance, Onboarding TheKey Office|Cell : 619-822-4855 eclark@thekey.com TheKey.com From: Audra Williams Sent: Friday, February 2, 2024 6:00 AM To: Araceli Gutierrez ; Jennifer Piper = ; Richard Chan ; = Coddye Ring-Noonan ; Beth Ann Rosario = ; James Buscemi ; Jaime = Cittadino ; Triff Cook ; = Jennifer Geist ; Kimberly Guerci = ; Timothy Thomas Cc: Tiffany Silton ; Elizabeth Clark = ; Laszlo Kovacs Subject: *LTCi Update* Hi All! Elizabeth Clark shared this = on Workplace, but I also wanted to send this is via email so = that you could cascade it to your teams. My biggest takeaway is = providing the LTCi team with the intake form ASAP and prior to SOC. = Please let myself or Tiffany know if you have any questions at all. The Long-Term Care Insurance Start of Care (SOC) Team needs 2-3 forms = completed in order to ensure Carriers reimburse our Clients (or TheKey, = when there is an Assignment of Benefit Customers) timely. During the initial assessment and/or during following visits with the = client, the local office staff should ensure the proper forms are filled = out, ideally in advance of the clients first service date, to ensure = there is no delay in claims submissions or reimbursements. TheKey LTCi Intake Form * This is a required form (available in Pandadoc and in our forms = library) * This provides the SOC team with the client DPOA Status, DOB, Last 4 of = Social Security, Carrier and Policy Information information needed to = send invoices to the Carrier. TheKey does not share this form with the = Carrier. Third Party Authorization Form * This is a required form for AOB clients. Exceptions to this = requirement can be discussed