--000000000000d440d00641ae4df8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tom Done. Have a great day! Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Tue, Oct 21, 2025 at 9:54=E2=80=AFAM Tom Patterson wrote: > Hi Timon, > > A review of WellSky shows Activity notes indicate the client does not nee= d > services. The shift calendar also shows services have been cancelled. Ann= a > has also advised she does not need TheKey services. > > Can the office please Deactivate the WellSky profile? TheKey is charged = a > fee by WellSky for every active profile and if we are not providing > services, we should Deactivate the profile. > =E2=80=8B Please let me know if you have any questions. > > Best regards, > Thomas Patterson > Finance Onboarding Analyst 2 | TheKey > Office: 855.205.8007 > > > > On Wed, 8 Oct at 1:02 AM , Anna Bedenikovic <> wrote: > Date Created NetSuite ID Clearcare ID Caretree ID Patient Name Division > Region location URL Priority First Completed Shift Date Start Month Norma= l > 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? Specia= l > 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? Clien= t/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 > 10/6/2025 175842 1E+15 Anna Bedenikovic Canada Canada Oakville Home Care > Assistance GTA West 10/4/2025 Oct No CCA No Yes Started Not Loaded Not > Loaded Not Loaded Not Loaded Not on file Not Loaded Not on file Not Loade= d No > Contacts Flagged as "Email Invoices" Not Applicable See PAF Status No > Signed PAF on File Not Required Not Required No Email on File No Deposit > or Advanced Payment Needed No info - Tagged PP Not Loaded Hanna Inidal > 10/7/2025 > 10/7-1st audit-Complete scheduled shift. No CCA, PAF & PT. NS tag is > private