--0000000000002ddc8e0647d4168c Content-Type: multipart/alternative; boundary="0000000000002ddc8c0647d4168b" --0000000000002ddc8c0647d4168b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Michelle, I appreciate that. Yes, I had a few issues arise this morning and had to decline the meeting. I look forward to touching base with you soon on this process. Private insurance for in-home care is extremely rare in Canada and I was surprised that this client actually is entitled. Sincerely, Dennis Fancy, BSP General Manager | Winnipeg, MB (204) 489-6000 TheKey.ca [image: TheKey] On Wed, Jan 7, 2026 at 12:42=E2=80=AFPM Michelle Schefter wrote: > Hi Dennis, > > In short, what you have attached in writing from the insurance will > suffice for billing for now, however, Jeannie would still like to set up > time to go over how her team can help support you with getting this > insurance onboarded and the set up is correct. > > Please provide a time that works for you as we missed you on todays call. > > *Michelle Schefter* > > Director of Finance | *TheKey* > > Phone: 408.837.0579 > > > > > > > > ------------------------------ > *From:* Jeannie Ortiz > *Sent:* Wednesday, January 7, 2026 9:56 AM > *To:* Dennis Fancy > *Cc:* Timothy Thomas ; Michelle Schefter michelle.kenaga@thekey.com>; Kristy Poyner ; > bboxall@thekey.com ; kristy.poyner@thekey.com kristy.poyner@thekey.com>; matthew.benson@thekey.com matthew.benson@thekey.com>; tthomas@thekey.com > *Subject:* Re: 177188 Marilyn Elliot - Setup Green Shield Parent Payer & > Discussion of Invoicing Methods - [#1361500] > > Hi Dennis, > > I hope you=E2=80=99re doing well. I understand the pressure you=E2=80=99r= e facing, > especially with new, high acuity clients and long insurer wait times at t= he > start of the year. I also appreciate you involving us early as Green Shie= ld > becomes part of the process. New payers always add complexity, and my goa= l > is to help lessen that administrative burden so it doesn=E2=80=99t fall s= olely on > you or your team. > > Based on the written documentation currently on file for Marilyn Elliot, > we will proceed with billing the Parent Payer GreenShield accordingly. As= a > heads-up, the client has used approximately $2,000 of their annual benefi= t > of $5000.00 for December services, and we will ensure this usage is clear= ly > reflected as billing progresses. > > I wanted to briefly explain how my Finance Onboarding team can support yo= u > in two main areas: > > 1. Onboarding Audit Support (Front-End Protection) > > During our onboarding audits, we verify payer setup, authorization > structure, billing method (direct versus reimbursement), and necessary > documentation before billing escalations occur. When we know a client > involves any form of insurance, whether private or public, we can > proactively ensure: > > > - The correct payer is set up as Parent Payer > - Authorization structure aligns with coverage limits > - Billing