----==_mimepart_68f790a18a9b8_22514303d6037637467 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Timon,=C2=A0 A review of WellSky shows Activity notes indicate the= client does not need services. The shift calendar also shows services ha= ve been cancelled. Anna has also advised she does not need TheKey service= s. =C2=A0Can the office please Deactivate the WellSky profile? TheKey= is charged a fee by WellSky for every active profile and if we are not p= roviding services, we should Deactivate the profile. =E2=80=8B Please le= t me know if you have any questions.=C2=A0 Best regards,=C2=A0 T= homas Patterson Finance Onboarding Analyst 2 |=C2=A0TheKey Office: 855.= 205.8007 =C2=A0 =0D =0D On=0D Wed, 8 Oct at 1:02 AM=0D , Anna Bedenikovic <> wrote:=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Date Created =0D NetSuite ID =0D Clearcare ID =0D Caretree ID =0D Patient Name =0D Division =0D Region =0D location =0D URL =0D Priority =0D First Completed Shift Date =0D Start Month =0D Normal Bill Rate on CCA=C2=A0 =0D Bill Rate on CCA Match Client Billing Policy? =0D Bill Rate on CCA Match First Scheduled Shift? =0D Is OT Verbiage included in CCA? =0D Does OT in Billing Policy Match Agency OT Settings? =0D Current Status =0D Date Completed/ Identified Deactivated =0D Initial Audit- Signed Consent Agreement or contract on File? =0D Initial Audit- Payment Authorization on File? =0D Special Handling Alert? =0D Signed Consent Agreement or Contract on File? (As of last audit) =0D Current Consent Agreement? =0D CCA Comment =0D Date CCA was uploaded =0D Date CCA was signed =0D Wet-Sign or E-Sign =0D Payment Authorization on File?=C2=A0 (As of last audit) =0D PAF Comment =0D Date PAF was uploaded =0D Date PAF was signed =0D Wet-Sign or E-Sign =0D CCA signed by a Power of Attorney (POA)? =0D "Email Invoices" and Payer Contacts Added to Versapay =0D LTC/LTC AOB Tag, on Consent Agreement or on Payment Auth Form Email LTCi= @thekey.com =0D Ticket# created - notified to LTC =0D Payment Method Added to Versapay (All should be added to Autopay) =0D Is Client Enrolled in Autopay? =0D Do not apply Credit Card surcharge? =0D CC PAF Form Redacted?=C2=A0 =0D Client/Payer Invited to Versapay? =0D Deposit or Advanced Payment Needs Processing =0D Tag Added in NetSuite? =0D Interest seen on CCA? =0D Last Audited By =0D Last Audited On =0D FIN Welcome Call Ticket# =0D PSG Comments =0D Deactivated? =0D Open Balance =0D =0D =0D 10/6/2025 =0D 175842 =0D 1E+15 =0D =0D Anna Bedenikovic =0D Canada =0D Canada =0D Oakville =0D Home Care Assistance GTA West =0D =0D 10/4/2025 =0D Oct =0D No CCA =0D No =0D =0D =0D Yes =0D Started =0D =0D Not Loaded =0D Not Loaded =0D =0D Not Loaded =0D Not Loaded =0D =0D =0D =0D Not on file =0D Not Loaded =0D =0D =0D =0D Not on file =0D