RE: New Client Audit Results- Action Required by 10/7

We’ll add a region column as a start.  Adding tabs adds hours to the
compilation process.



Elizabeth can help address exceptions that are not falling off the list
where expected.



*From:* Kimberly Guerci <kguerci@thekey.com>
*Sent:* Thursday, October 6, 2022 10:54 AM
*To:* Chen Xie <chen@thekey.com>
*Cc:* eclark@thekey.com; Northeast/Canada Regional Operation Directors <
northeastcanada-regional-operation-directors@thekey.com>; Melissa Reyes <
melissa.reyes@thekey.com>; David Durbin <david.durbin@thekey.com>; Angie
Markwell <angie.markwell@thekey.com>; Chen Xie <chen@homecareassistance.com>;
Audra Williams <audraw@thekey.com>; Alicia Broussard <abroussard@thekey.com>;
Alisha Wise <awise@thekey.com>; Amy Harris <aharris@thekey.com>; Araceli
Gutierrez <araceli.gutierrez@thekey.com>; Bobby Kou <
bkou@homecareassistance.com>; Ginger McVeigh <ginger.mcveigh@thekey.com>;
carol.miller@thekey.com; Cassi Gilkeson <cgilkeson@thekey.com>; Cathy
Goffredo <cathy.goffredo@thekey.com>; Charlie Ferro <cferro@thekey.com>;
Christa Chalfa <cchalfa@homecareassistance.com>; Gail Carboy <
gcarboy@thekey.com>; James Buscemi <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; Kim Kranwinkel <
kimberly.kranwinkel@thekey.com>; laura.hintz@thekey.com; Peggy Anderson <
panderson.old@thekey.com>; Triff Cook <triff@thekey.com>; Yukari Roberts <
yroberts@thekey.com>; bethann.rosario@thekey.com; Jay Skypeck <
jason.skypeck@thekey.com>; Claudia Hernandez <chernandez@thekey.com>;
Jennifer Piper <jennifer.piper@thekey.com>; Jessica Pascasio <
jpascasio@thekey.com>; Pete DaCosta <peter.dacosta@thekey.com>; Timothy
Thompson-Cook <timothy.thompsoncook@thekey.com>; Karoline Da Silva <
ksilva@tenderrose.com>; Gary Scott <gscott@thekey.com>; Mandi Cheslock <
mcheslock@thekey.com>; Benjamin Lewis <benjamin.lewis@thekey.com>; Sarah
Powers <spowers@thekey.com>; Beth Popolizio <bpopolizio@thekey.com>;
Jennifer Allen <jallen@thekey.com>
*Subject:* Re: New Client Audit Results- Action Required by 10/7



Could we consider adding tabs by region? It would be easier to navigate
overall.  Also, if clients remain on the list after a week, can we
highlight what is still missing? For instance, we have a check payer who
shows on this list week after week, I am unclear as to what we are still
missing and why the client is still on the list.



On Wed, Oct 5, 2022 at 2:40 PM Chen Xie <chen@thekey.com> wrote:

On this and future distributions, Elizabeth, how can I effectively find the
clients started in the past week/month by name who are missing something?



On Tue, Oct 4, 2022 at 1:08 PM <eclark@thekey.com> wrote:

Hello Everyone,



Please see linked spreadsheet
<https://docs.google.com/spreadsheets/d/15FcWywG1ZqG0yplRmTK3A3-WdNToG2_0/edit?usp=sharing&ouid=114633849602778058975&rtpof=true&sd=true>
to review the audit for clients moved to an Activated status in ClearCare
9/26 & prior. Please make note of the updates made to the statuses & data
in the file, described below, based on the feedback we’ve received over the
last few weeks. We appreciate the feedback! Kindly avoid copying me or
sending me direct updates regarding your clients. Once your clients are
updated, they will be re-audited (we work the list daily) and fall off the
list.  You are encouraged to reach out and ask questions if something is
unclear or if you disagree with how your client is categorized so we can
chat through approved exceptions where applicable.



As a reminder, our auditors will review a new set of clients on Monday
10/10, which will have clients activated September 30th - October 6th,
2022. One more week until we’re auditing October activations!



*New Audit Statuses:*

   - Scheduled & Started
   - Future Start Dates
   - No Scheduled Dates <30 (Client activated less than 30 days ago)
   - Review for Deactivation >30 (Client activated over 30 days ago)


   - These clients have nothing scheduled and were activated over 30 days
      ago, some as far back as June. Please review these to ensure they’re
      deactivated when appropriate.



*New PAF (Payment Authorization Form) Statuses:*

   - Routing/Account Invalid
   - Card Declined
   - PAF Not Signed
   - PAF Incomplete/Missing Information
   - Pending Check Payer Approval


   - If a PAF is loaded with “client will pay by check” written on it, your
      divisional leader & Gary Scott should have already approved
check payments
      and be noted on that PAF.



Note ** Only clients marked as Not Loaded, Not Signed, and
Incomplete/Missing information will be tracked for October starts as it
pertains to Tad’s announcement



*New Tags Statuses:*

   - Not Tagged/Tagged Correctly
   - Pending PAF Validation/Upload









The attached FAQ has our current guidelines surrounding new cilent
onboarding and frequently asked Billing & Receivable questions, please let
us know your thoughts!

Kind regards-



Elizabeth Clark

*Sr. Manager, Continuous Improvement *

*TheKey*

Office|Cell : 619-822-4855

eclark@thekey.com



*TheKey.com <https://www.thekey.com/>*



[image: TheKey] <https://homecareassistance.com/>










-- 


*Chen Xie*
CSO |
*TheKey*650-208-2390
[image: TheKey] <https://homecareassistance.com/>

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