--000000000000f4b2d10646914349 Content-Type: multipart/alternative; boundary="000000000000f4b2d00646914348" --000000000000f4b2d00646914348 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jeannie, I wanted to follow up on the status of the HIPAA/AOB forms for Rose Rodirguez. The client already has an active claim and is waiting for AOB approval before switching from their current agency to ours. The last update from Tom was a few weeks ago, so we should know the status of the AOB this week. [image: Screenshot 2025-12-22 133519.png] Please let me know if you have any information on the current status. I will work with the son to obtain a card on file for mileage purposes. Thanks, Maryellen Luera *Mary Ellen Luera* General Manager | TheKey Mobile: 408.313.8939 Office: 408.356.0127 On Mon, Dec 22, 2025 at 12:55=E2=80=AFPM Jeannie Ortiz wrote: > Good morning Team, > > I would like to advise that an immediate Assignment of Benefits (AOB) > cannot be put in place until the claim is approved. My team will ensure t= he > necessary forms are sent to both the client and the carrier, as they must > be completed correctly. We will also need to be able to do a three-way > call with the carrier and the client. > > Please remember that we will always need the client=E2=80=99s payment inf= ormation; > an immediate AOB does not exempt the client from this requirement. The > reason for this is that if the carrier denies the claim for any reason, t= he > client will ultimately be responsible for the payment. > > *AOB Immediately* > > - > > The claim must be approved > - > > AOB & HIPAA must be in the hands of the LTCI team > - Three-way VOB call > > > On Thu, Oct 9, 2025 at 12:03=E2=80=AFPM Jeannie Ortiz > wrote: > >> Dear Team, >> >> We=E2=80=99re excited to share an important update that will make the Lo= ng Term >> Care (LTC) claims process smoother for both our clients and our Finance >> teams. >> >> *What=E2=80=99s Changing:* >> Effective immediately, when a client has an* approved claim* and signs >> both the *HIPAA form* and the *Assignment of Benefits (AOB)*, the AOB >> will be considered* approved immediately*. >> >> *Why This Matters:* >> >> - >> >> Reduces credit rebills and manual refunds by up to 15%. >> - >> >> Creates a faster, less confusing experience for clients. >> - >> >> Saves time and effort for our Finance and office teams. >> - >> >> Fewer Client Disputes >> >> *What makes an AOB effective immediately:* >> >> - >> >> The claim must be approved >> - AOB & HIPAA must be in the hands of the LTCI team >> - >> >> Please be sure to let clients know that this helps speed up their >> claims process and reduces billing adjustments. >> >> This change is supported by Finance leadership and is part of our >> commitment to improving client experience and efficiency. Please let me >> know if you have any questions. >> >> Thank you for helping us make this transition seamless! >> >> -- >> >> Thank You, >> >> *Jeannie