--00000000000079ef540647d41d91 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you as well Jeannie. The support is reassuring and our office appreciates it very much. Dennis Fancy, BSP General Manager | Winnipeg, MB (204) 489-6000 TheKey.ca [image: TheKey] On Wed, Jan 7, 2026 at 11:56=E2=80=AFAM Jeannie Ortiz wrote: > Hi Dennis, > > I hope you=E2=80=99re doing well. I understand the pressure you=E2=80=99r= e facing, > especially with new, high acuity clients and long insurer wait times at t= he > start of the year. I also appreciate you involving us early as Green Shie= ld > becomes part of the process. New payers always add complexity, and my goa= l > is to help lessen that administrative burden so it doesn=E2=80=99t fall s= olely on > you or your team. > > Based on the written documentation currently on file for Marilyn Elliot, > we will proceed with billing the Parent Payer GreenShield accordingly. As= a > heads-up, the client has used approximately $2,000 of their annual benefi= t > of $5000.00 for December services, and we will ensure this usage is clear= ly > reflected as billing progresses. > > I wanted to briefly explain how my Finance Onboarding team can support yo= u > in two main areas: > > 1. Onboarding Audit Support (Front-End Protection) > > During our onboarding audits, we verify payer setup, authorization > structure, billing method (direct versus reimbursement), and necessary > documentation before billing escalations occur. When we know a client > involves any form of insurance, whether private or public, we can > proactively ensure: > > > - The correct payer is set up as Parent Payer > - Authorization structure aligns with coverage limits > - Billing expectations are clearly defined and documented > - Downstream billing and client confusion are minimized > > > 2. Ongoing Insurance Support (Burden Reduction) > Separately, we work closely with Billing and Finance to support > insurance-based clients by: > > > - Identifying documentation gaps early > - Helping standardize what is required in writing from insurers > - Preventing retroactive clean-up where possible > - Acting as a central point of coordination so GMs don=E2=80=99t have = to > manage insurer mechanics alone > > > Best Practice Recommendation: > > Given scenarios like Green Shield, I recommend tagging any client whose > services are paid by any type of insurance (private, VA, LTC, > employer-sponsored, etc.) with an =E2=80=9CInsurance=E2=80=9D indicator. = That tag would > automatically notify my team during our audit process, so we can engage > early and avoid billing friction or delays. This would be especially > helpful as new insurers like Green Shield enter the mix. For Greenshields > specifically, my team will look for the authorization email saved in > ClearCare so we can set up authorization appropriately. > > I know you weren=E2=80=99t able to join the meeting today, but if you hav= e time > later this week or next,