--000000000000685b7b0640a80dac Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I am fine with that reminder spreadsheet for sure . -thanks, BA *Beth Ann Rosario* Sr Regional Director, Southeast | TheKey Mobile: 919.899.5543 On Wed, Oct 8, 2025 at 12:08=E2=80=AFPM Audra Williams = wrote: > I told her it was going to be an issue in regulated but we would welcome > the spreadsheet as a reminder. I wanted to also get your thoughts too > because I would rather have one process and not make it a regulated vs no= n > regulated thing. > > I am fine with an email going out once a month as a reminder of anyone > that has not started care or had a shift in 31+ days. > > Best, > > On Wed, Oct 8, 2025 at 9:03=E2=80=AFAM BethAnn Rosario > wrote: > >> In regulated states, the nurse is the only person who can discharge a >> client because they have to put a discharge summary in place >> >> -thanks, BA >> >> *Beth Ann Rosario* >> >> Sr Regional Director, Southeast | TheKey >> >> Mobile: 919.899.5543 >> >> >> >> >> On Wed, Oct 8, 2025 at 12:01=E2=80=AFPM Audra Williams wrote: >> >>> Thoughts on this? >>> >>> ---------- Forwarded message --------- >>> From: Jeannie Ortiz >>> Date: Tue, Oct 7, 2025 at 4:00=E2=80=AFPM >>> Subject: Re: Deactivating Clients in Clear Care >>> To: Audra Williams >>> Cc: Tiffany Silton , Michelle Schefter >> michelle.kenaga@thekey.com> >>> >>> >>> Here is the link for the clients currently active in ClearCare who have >>> not been billed since July: Active Client Audit >>> >>> . >>> >>> In *column S*, you=E2=80=99ll find a dropdown to select either *Deactiv= ate* or >>> *Keep*. Please use *Keep* for any records that should remain active, >>> such as *Orientation Client* accounts. >>> >>> We currently have approximately *1,428 clients* who have not had any >>> scheduled services for over 30 days but remain active. Since *WellSky >>> charges $15 per client per month*, this amounts to about *$21,420 per >>> month*=E2=80=94or roughly *$257,040 annually*=E2=80=94in system costs f= or inactive >>> records. >>> >>> Thank You! >>> >>> On Mon, Oct 6, 2025 at 11:01=E2=80=AFPM Audra Williams >>> wrote: >>> >>>> Hi Jeannie! >>>> >>>> Would you send me a current list that you have so we can get an idea o= f >>>> the amount? >>>> >>>> Thanks! >>>> >>>> On Mon, Oct 6, 2025 at 1:12=E2=80=AFPM Jeannie Ortiz >>>> wrote: >>>> >>>>> Good Day, >>>>> >>>>> I=E2=80=99m reaching out regarding clients with open tickets due to m= issing >>>>> Client Consent Agreements or Payment Authorizations, but who do not h= ave >>>>> ongoing scheduled services. Our team has noticed several cases where = these >>>>> clients have been inactive for over a month, yet remain active in Cle= arCare. >>>>> >>>>> Currently, we are unsure of the official deactivation process followe= d >>>>> by the local offices in these situations. To improve workflow efficie= ncy >>>>> and maintain accurate records, the team would like approval to deacti= vate >>