Re: Deactivating Clients in Clear Care

--0000000000007f300a0640a7d257 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 *Deactivat= e* 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 mis= sing >>> Client Consent Agreements or Payment Authorizations, but who do not hav= e >>> ongoing scheduled services. Our team has noticed several cases where th= ese >>> clients have been inactive for over a month, yet remain active in Clear= Care. >>> >>> Currently, we are unsure of the official deactivation process followed >>> by the local offices in these situations. To improve workflow efficienc= y >>> and maintain accurate records, the team would like approval to deactiva= te >>> 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 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 t= o >>> 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 | T