--000000000000349d490640a7cc99 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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 *Deactivate*= 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 for 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 miss= ing >> Client Consent Agreements or Payment Authorizations, but who do not have >> ongoing scheduled services. Our team has noticed several cases where the= se >> clients have been inactive for over a month, yet remain active in ClearC= are. >> >> Currently, we are unsure of the official deactivation process followed b= y >> the local offices in these situations. To improve workflow efficiency an= d >> maintain accurate records, the team would like approval to deactivate th= ese >> clients in ClearCare ourselves=E2=80=94specifically in instances where w= e=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 backlog, ensure data accuracy, and >> streamline coordination between Finance Onboarding and the field teams. >> Could you please confirm the appropriate protocol or approve our team to >> proceed with deactivations under these conditions? >> >> We do have a report that does show when a client comes back on service, >> and items are missing. >> >> Thank you for your time and guidance on this matter. >> >> -- >> >> Thank You, >> >> *Jeannie Ortiz* >> >> Finance Onboarding & Experience Manager | TheKey >> >> jeannie.ortiz@thekey.com >> *Phone:* 754.231.4471 | *Fax:* 813.693.5625 >> >> >> >> >> >> >> >> > > > -- > > *Audra N. Williams* > > Director, Divisional Operations | TheKey > > Mobile: 425.757.7027 > > > > --=20 Thank You, *Jeannie Ortiz* Finance Onboarding & Experience Manager | TheKey jeannie.ortiz@thekey.com *Phone:* 754.231.4471 | *Fax:* 813.693.5625 --=20 *Audra N. Williams* Director, Divisiona