Clear Care Active Client Audit

From
Cynthia Valdez <cynthia.valdez@thekey.com>
To
Regional Directors <RegionalDirectors@thekey.com>, Regional Managers <RegionalManagers@thekey.com>
CC
Michelle Schefter <michelle.kenaga@thekey.com>, Jeannie Ortiz <jeannie.ortiz@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>
Date
2025-11-11 13:54:37
Folder
INBOX
--000000000000380b86064358b269 Content-Type: text/plain; charset="UTF-8" > > Hi Leaders > > Please refer to the link below for all *Active* records where care has > not been rendered in 91 days +. We kindly request for your team to select > a recommendation from the drop down in column J, in order to *Keep *Client > account active or *Deactivate*. Please note, that ClearCare assesses a > fee per active record per month. Completion of this audit is in effort to > improve workflow efficiency and maintain accurate records. > > Clear Care Active Client Audit > > > > > - For any accounts in regulated states, a discharge letter is required > to be sent to Client Physician prior to deactivation > > > - For any accounts determined to Deactivate, please proceed with > Deactivation in ClearCare > > > - For any records that should remain active, such as Training or > Orientation accounts, please select *Keep * > > > We are asking if this can be completed by end of Q1. If there are any > questions or any additional recommendations, please let us know. You are > welcome to add comments in column K. > -- Best Regards, *Cynthia Valdez* Finance Onboarding Analyst III | TheKey Mobile: (408) 345-6648 --000000000000380b86064358b269 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Leaders Please refer to the link below for all=C2=A0 Ac= tive =C2=A0records where care has not been rendered in 91 days=C2=A0+.= =C2=A0 W e kindly reques= t for your team to select a recommendation from the drop down in column J, = in order to=C2=A0 Keep=C2=A0 Client account active or=C2=A0 Deactiva= te . =C2=A0Please note, that ClearCare assesses a fee per active r= ecord per month. Completion of this audit is in effort to improve workflow = efficiency and maintain accurate records.=C2=A0 =C2=A0= = Clear Care Active Client Audit =C2=A0 = =C2=A0 For any accounts in regulated s= tates, a discharge letter is required to be sent to Client Physician prior = to deactivation For any accounts determined to Deactivate, please proceed with Deact= ivation in ClearCare=C2=A0 For any records that should remain active, such as Traini= ng or Orientation accounts, please select=C2=A0 Keep=C2=A0 <= /div

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