Re: 177188 Marilyn Elliot - Setup Green Shield Parent Payer & Discussion of Invoicing Methods - [#1361500]

From
Dennis Fancy <dfancy@thekey.com>
To
Michelle Schefter <michelle.kenaga@thekey.com>
CC
Jeannie Ortiz <jeannie.ortiz@thekey.com>, Timothy Thomas <tt@thekey.com>, Kristy Poyner <billing@thekey.com>, "bboxall@thekey.com" <bboxall@thekey.com>, "kristy.poyner@thekey.com" <kristy.poyner@thekey.com>, "matthew.benson@thekey.com" <matthew.benson@thekey.com>, "tthomas@thekey.com" <tthomas@thekey.com>
Date
Fri, 9 Jan 2026 14:31:44 -0600
Folder
INBOX
--000000000000a3c9450647fa6ab8 Content-Type: multipart/alternative; boundary="000000000000a3c9440647fa6ab7" --000000000000a3c9440647fa6ab7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Michelle, I was able to connect with Green Shield and obtain the information to get set up as a new provider in their online system. The wait will be approximately two weeks. We will need to provide them with bank account information for direct deposit. Can you please assist me with this? Happy to set up a meeting early next week. Monday afternoon works if you are available. Thank you, Dennis Fancy, BSP General Manager | Winnipeg, MB (204) 489-6000 TheKey.ca [image: TheKey] On Wed, Jan 7, 2026 at 4:47=E2=80=AFPM Dennis Fancy wro= te: > 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 thi= s > process. Private insurance for in-home care is extremely rare in Canada a= nd > 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 michelle.kenaga@thekey.com> 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=99= re facing, >> especially with new, high acuity clients and long insurer wait times at = the >> start of the year. I also appreciate you involving us early as Green Shi= eld >> becomes part of the process. New payers always add complexity, and my go= al >> is to help lessen that administrative burden so it doesn=E2=80=99t fall = solely 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. A= s a >> heads-up, the client has used approximately $2,000 of their annual benef= it >> of $5000.00 for December se

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