--000000000000df49a40647d00331 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Dennis, I hope you=E2=80=99re doing well. I understand the pressure you=E2=80=99re = facing, especially with new, high acuity clients and long insurer wait times at the start of the year. I also appreciate you involving us early as Green Shield becomes part of the process. New payers always add complexity, and my goal is to help lessen that administrative burden so it doesn=E2=80=99t fall sol= ely 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 benefit of $5000.00 for December services, and we will ensure this usage is clearly reflected as billing progresses. I wanted to briefly explain how my Finance Onboarding team can support you 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. Th= at 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 have = time later this week or next, I=E2=80=99d really appreciate the opportunity to w= alk you through our onboarding, insurance, and billing workflows from start to finish. The goal is to make this easier for you and ensure we=E2=80=99re al= igned in supporting your clients while safeguarding operations. Please feel free to suggest a day and time that works best for you. I=E2=80= =99m happy to accommodate