Thank you for the update! ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702
On
Wed, 5 Mar at 4:28 PM
, Diane Mockenhaupt <dmockenhaupt@thekey.com> wrote:
Hello Alejandro,
We have not yet got check pay permission and may not be continuing with the client. We are working on getting everything settled.
Thanks,
Diane
On Wed, Mar 5, 2025 at 3:07 PM Alejandro Aponte <clientservice@thekey.com> wrote:
Hello Team,
Just touching base here, have you been able to secure check payer approval from both Tim, and Laszlo our VP of Finance?
Location: Chicago
"Thank you for uploading the missing documents needed to audit this new client. However, I noticed that it is hand written on our contract that the client is going to be paying by check. Can you please upload the approval email from both the regional manager and Laszlo our VP of Finance? All check payers must be approved by these two sources. "
ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625
Billing@thekey.com 866-226-1702
On
Fri, 28 Feb at 4:08 PM
, Alejandro Aponte <clientservice@thekey.com> wrote:
Hello again,
Thank you for uploading the missing documents needed to audit this new client. However, I noticed that it is hand written on our contract that the client is going to be paying by check. Can you please upload the approval email from both the regional manager and Laszlo our VP of Finance? All check payers must be approved by these two sources.
ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5625
Billing@thekey.com 866-226-1702
On
Wed, 19 Feb at 9:14 PM
, Gregory Grager <akarolewski@chuhak.com> wrote:
Date Created
NetSuite ID
Clearcare ID
Caretree ID
Patient Name
Division
Region
location
URL
Priority
First Completed Shift Date
Start Month
Normal Bill Rate on CCA
Bill Rate on CCA Match Client Billing Policy?
Bill Rate on CCA Match First Scheduled Shift?
Is OT Verbiage included in CCA?
Does OT in Billing Policy Match Agency OT Settings?
Current Status
Date Completed/ Identified Deactivated
Initial Audit- Signed Consent Agreement or contract on File?
Initial Audit- Payment Authorization on File?
Special Handling Alert?
Signed Consent Agreement or Contract on File? (As of last audit)
Current Consent Agreement?
CCA Comment
Date CCA was uploaded
Date CCA was signed
Wet-Sign or E-Sign
Payment Authorization on File? (As of last audit)
PAF Comment
Date PAF was uploaded
Date PAF was signed
Wet-Sign or E-Sign
CCA signed by a Power of Attorney (POA)?
"Email Invoices" and Payer Contacts Added to Versapay
LTC/LTC AOB Tag, on Consent Agreement or on Payment Auth Form Email LTCi@thekey.com
Ticket# created - notified to LTC
Payment Method Added to Versapay (All should be added to Autopay)
Is Client Enrolled in Autopay?
Do not apply Credit Card surcharge?
CC PAF Form Redacted?
Client/Payer Invited to Versapay?
Deposit or Advanced Payment Needs Processing
Tag Added in NetSuite?
Interest seen on CCA?
Last Audited By
Last Audited On
FIN Welcome Call Ticket#
PSG Comments
Deactivated?
Open Balance
2/19/2025
165374
7870225
Gregory Grager
East
Midwest
Chicago
The Key of Chicago
Scheduled
Feb
No CCA
Yes
Scheduled
Not Loaded
Not Loaded
Not Loaded
Not Loaded
Not on file
Not Loaded
Not on file
Not Loaded
Complete
Not Applicable
See PAF Status
No Signed PAF on File
Not Required
Not Required
Yes
No Deposit or Advanced Payment Needed
No info - Tagged PP
Not Loaded
Renier Caguimbal
2/19/2025
2/19-1st Audit-Has scheduled shift. Upon audit, No CCA, No PAF, No PT. Tagged as Private Pay in NS – RC
Checklist
Check List Type
Agent Answer
Client Tag
Private Pay
Net Terms
Net 2
Billing Frequency
Weekly
Bill Rate
ACH/CC Ending
CCA & PAF Name Match
Y/N
CSM Name
Client Discussion
Reviewed Name & Address on File
Y/N
Ask how they want Invoices: USPS or Email
Y/N
Validate all Emails on File
Y/N
Let them know who is CSM & Staff Manager
Y/N
Discussed Billing Cycle Mon-Sun. (Invoicing date Wednesday, Auto Pay Friday)
Y/N
Locations with Special Billing Cycles:
Winnipeg
Tagging in Profile
Calgary
The client will be tagged as Bi-weekly or Monthly.
Even if the bi-weekly tag is not on the client profile all clients with CDHC in their name should be Bi-weekly.
The ones with no tag are weekly.
Nebraska
Clients in the ‘LNK’ or ‘OMA’ ClearCare locations are billed weekly
Clients in the ‘CON’ and ‘OCN’ ClearCare locations are billed monthly unless they have a Waiver or Veterans Administration tag
If the waiver or veterans administration tag is present, the client's billing frequency must be set to weekly.