--00000000000081fd000640a7e5da Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I told her it was going to be an issue in regulated but we would welcome the spreadsheet as a reminder. I wanted to also get your thoughts too because I would rather have one process and not make it a regulated vs non regulated thing. I am fine with an email going out once a month as a reminder of anyone that has not started care or had a shift in 31+ days. Best, On Wed, Oct 8, 2025 at 9:03=E2=80=AFAM BethAnn Rosario wrote: > In regulated states, the nurse is the only person who can discharge a > client because they have to put a discharge summary in place > > -thanks, BA > > *Beth Ann Rosario* > > Sr Regional Director, Southeast | TheKey > > Mobile: 919.899.5543 > > > > > On Wed, Oct 8, 2025 at 12:01=E2=80=AFPM Audra Williams wrote: > >> Thoughts on this? >> >> ---------- Forwarded message --------- >> From: Jeannie Ortiz >> Date: Tue, Oct 7, 2025 at 4:00=E2=80=AFPM >> Subject: Re: Deactivating Clients in Clear Care >> To: Audra Williams >> Cc: Tiffany Silton , Michelle Schefter > michelle.kenaga@thekey.com> >> >> >> Here is the link for the clients currently active in ClearCare who have >> not been billed since July: Active Client Audit >> >> . >> >> In *column S*, you=E2=80=99ll find a dropdown to select either *Deactiva= te* or >> *Keep*. Please use *Keep* for any records that should remain active, >> such as *Orientation Client* accounts. >> >> We currently have approximately *1,428 clients* who have not had any >> scheduled services for over 30 days but remain active. Since *WellSky >> charges $15 per client per month*, this amounts to about *$21,420 per >> month*=E2=80=94or roughly *$257,040 annually*=E2=80=94in system costs fo= r inactive >> records. >> >> Thank You! >> >> On Mon, Oct 6, 2025 at 11:01=E2=80=AFPM Audra Williams wrote: >> >>> Hi Jeannie! >>> >>> Would you send me a current list that you have so we can get an idea of >>> the amount? >>> >>> Thanks! >>> >>> On Mon, Oct 6, 2025 at 1:12=E2=80=AFPM Jeannie Ortiz >>> wrote: >>> >>>> Good Day, >>>> >>>> I=E2=80=99m reaching out regarding clients with open tickets due to mi= ssing >>>> Client Consent Agreements or Payment Authorizations, but who do not ha= ve >>>> ongoing scheduled services. Our team has noticed several cases where t= hese >>>> clients have been inactive for over a month, yet remain active in Clea= rCare. >>>> >>>> Currently, we are unsure of the official deactivation process followed >>>> by the local offices in these situations. To improve workflow efficien= cy >>>> and maintain accurate records, the team would like approval to deactiv= ate >>>> these clients in ClearCare ourselves=E2=80=94specifically in instances= where we=E2=80=99ve >>>> already reached out to the local office to request deactivation or a = =E2=80=9Chold=E2=80=9D >>>> status, and the client still has no active schedule after 30+ days. >>>> >>>> This would help reduce ticket back