Re: Client Consent Agreement Language Update Request

Tim,

I have only ever received a consent agreement for Montreal, for which I
have attached the Word version.

Thanks

Katie Buell, CSPO
Digital Program Manager
Home Care Assistance
Direct: (415) 385-1721
7777 Fay Ave Ste 210
La Jolla, CA 92037
www.homecareassistance.com
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On Fri, Feb 11, 2022 at 9:46 AM Timothy Thomas <tt@homecareassistance.com>
wrote:

> Hi Katie,
>
> I'm looking to see if you have access to the Word versions of the Canadian
> client consent agreements. Montreal, Toronto, Winnipeg, Calgary and
> Vancouver.
>
> Thanks!
> Tim
>
> On Fri, Apr 16, 2021 at 1:19 PM Katie Buell <kbuell@homecareassistance.com>
> wrote:
>
>> Tim,
>>
>> Please review the updated agreement. I removed some of the
>> language around the specificity of Cancellations and Schedules and Record
>> Keeping and have left in what already existed in your 2020 agreement.  I
>> also removed the statement about guns.
>>
>> HCA Legal has specifically requested that all CCAs now have the following
>> sections:
>>
>>    - Invoicing and Payment
>>    - Caregiver Protections
>>    - Limitation of LIability (you already had this in your agreement)
>>    - Fall Risk (you already had this in your agreement)
>>    - Electronic Signature
>>    - Certification of Authority (you already had this in your agreement)
>>    - Termination
>>    - Entire Agreement
>>
>> In each of these sections I have reviewed to ensure there is no reference
>> to "state", "city" or "federal" language. I believe all these sections
>> should work for you, but please review and let me know if you see any other
>> issues.
>>
>> Thanks!
>>
>> Katie Buell
>> Client Relations Specialist
>> Home Care Assistance
>> Direct: (415) 385-1721
>> 221 Main Street, Suite 520
>> San Francisco, CA 94105
>> homecareassistance.com
>> ---
>> Read Our Testimonials <https://homecareassistance.com/reviews>
>> Join Our Newsletter
>> <https://homecareassistance.com/healthy-longevity-newsletter>
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>> <https://homecareassistance.com/>
>> Champions of Longevity
>>
>>
>> On Fri, Apr 16, 2021 at 3:09 AM Timothy Thomas <tt@homecareassistance.com>
>> wrote:
>>
>>> Hi Katie,
>>>
>>> We will review internally but my initial thoughts are that this is
>>> created for American offices. We will need to update all the address
>>> information from "State" and "Zip Code", to "Province" and "Postal Code".
>>> Additionally the section on firearms is not relevant here (thank god).
>>> Generally speaking, Canada is much less litigious than the US and some of
>>> this language will likely scare people away. It might be worth having this
>>> reviewed by local counsel.
>>>
>>> Please let me know your thoughts,
>>> Tim
>>>
>>> On Thu, Apr 15, 2021 at 7:58 PM Katie Buell <
>>> kbuell@homecareassistance.com> wrote:
>>>
>>>> Tim,
>>>>
>>>> Thank you for your patience as I updated your Client Consent Agreement
>>>> and had it approved by the Legal team. I have attached it for your
>>>> reference.
>>>>
>>>> Pleae note: This year HCA Legal has asked us to update certain sections
>>>> in CCAs and add them to locations that do not already have them. You will
>>>> notice some additional sections in your CCA now, but I have been careful
>>>> not to change language in any of the existing sections.
>>>>
>>>> Please review and let me know if you have any questions or concerns
>>>> about the updated CCA.
>>>>
>>>> Thanks!
>>>> Katie Buell
>>>> Client Relations Specialist
>>>> Home Care Assistance
>>>> Direct: (415) 385-1721
>>>> 221 Main Street, Suite 520
>>>> San Francisco, CA 94105
>>>> homecareassistance.com
>>>> ---
>>>> Read Our Testimonials <https://homecareassistance.com/reviews>
>>>> Join Our Newsletter
>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>> <https://homecareassistance.com/>
>>>> Champions of Longevity
>>>>
>>>>
>>>> On Wed, Apr 14, 2021 at 10:20 AM Timothy Thomas <
>>>> tt@homecareassistance.com> wrote:
>>>>
>>>>> I just picked up an error. There shouldn't be an S on Remains
>>>>>
>>>>> EXCEPT AS SET FORTH BELOW,  THE DEPOSIT IS NON-REFUNDABLE FOR THE
>>>>> MINIMUM HOURS OF CARE REQUIRED BY THIS AGREEMENT. CLIENT ACKNOWLEDGES THAT
>>>>> THEY *REMAINS* RESPONSIBLE FOR THE PAYMENT
>>>>>
>>>>> On Wed, Apr 14, 2021 at 3:57 PM Katie Buell <
>>>>> kbuell@homecareassistance.com> wrote:
>>>>>
>>>>>> Great! I will get it updated in your CCA and will send the updated
>>>>>> document to you shortly!
>>>>>>
>>>>>> Katie Buell
>>>>>> Client Relations Specialist
>>>>>> Home Care Assistance
>>>>>> Direct: (415) 385-1721
>>>>>> 221 Main Street, Suite 520
>>>>>> San Francisco, CA 94105
>>>>>> homecareassistance.com
>>>>>> ---
>>>>>> Read Our Testimonials <https://homecareassistance.com/reviews>
>>>>>> Join Our Newsletter
>>>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>>>> <https://homecareassistance.com/>
>>>>>> Champions of Longevity
>>>>>>
>>>>>>
>>>>>> On Wed, Apr 14, 2021 at 9:54 AM Timothy Thomas <
>>>>>> tt@homecareassistance.com> wrote:
>>>>>>
>>>>>>> Hi Katie,
>>>>>>>
>>>>>>> This looks great. Thank you!
>>>>>>>
>>>>>>> On Wed, Apr 14, 2021 at 3:29 PM Katie Buell <
>>>>>>> kbuell@homecareassistance.com> wrote:
>>>>>>>
>>>>>>>> Tim,
>>>>>>>>
>>>>>>>> I have consulted with the HCA Legal team and they have proposed
>>>>>>>> the following language to be added to your Consent Agreement:
>>>>>>>>
>>>>>>>> *DEPOSIT: *Client agrees to make a prepayment of $_________ for
>>>>>>>> _____ minimum hours of care. Company will immediately apply the prepayment
>>>>>>>> toward services rendered. When the prepayment is exhausted, Client agrees
>>>>>>>> to pay future invoices for services upon receipt, consistent with
>>>>>>>> this Agreement.  EXCEPT AS SET FORTH BELOW, THE DEPOSIT IS
>>>>>>>> NON-REFUNDABLE FOR THE MINIMUM HOURS OF CARE REQUIRED BY THIS AGREEMENT.
>>>>>>>> CLIENT ACKNOWLEDGES THAT THEY REMAINS RESPONSIBLE FOR THE PAYMENT OF THE
>>>>>>>> DEPOSIT IRRESPECTIVE OF WHETHER CLIENT USES THE SERVICES FOR THE MINIMUM
>>>>>>>> HOURS. In its sole discretion, Company may issue a pro-rata refund
>>>>>>>> of the deposit to the Client. Examples of refund requests include: the
>>>>>>>> Company terminating its service without servicing the Client for
>>>>>>>> the minimum hours due to Client mortality, or in the case of
>>>>>>>> Company’s failure to deliver services to Client. For any such incidents,
>>>>>>>> Client may request a refund of the deposit by submitting a written request
>>>>>>>> to Company.
>>>>>>>> ----------------------
>>>>>>>>
>>>>>>>> If this language is acceptable to you, I will add it to your
>>>>>>>> Consent Agreement and send the updated PDF back to you.
>>>>>>>>
>>>>>>>> Thanks, Tim!
>>>>>>>>
>>>>>>>> Katie Buell
>>>>>>>> Client Relations Specialist
>>>>>>>> Home Care Assistance
>>>>>>>> Direct: (415) 385-1721
>>>>>>>> 221 Main Street, Suite 520
>>>>>>>> San Francisco, CA 94105
>>>>>>>> homecareassistance.com
>>>>>>>> ---
>>>>>>>> Read Our Testimonials <https://homecareassistance.com/reviews>
>>>>>>>> Join Our Newsletter
>>>>>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>>>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>>>>>> <https://homecareassistance.com/>
>>>>>>>> Champions of Longevity
>>>>>>>>
>>>>>>>>
>>>>>>>> On Mon, Apr 12, 2021 at 7:25 AM Timothy Thomas <
>>>>>>>> tt@homecareassistance.com> wrote:
>>>>>>>>
>>>>>>>>> Hi Katie
>>>>>>>>>
>>>>>>>>> We would like to be able to tailor this depending on the case. We
>>>>>>>>> typically aim for 4 weeks of service now, depending on the schedule. If
>>>>>>>>> it's a 24/7 case we would likely ask for less. Is it possible for the CM to
>>>>>>>>> fill in the number?
>>>>>>>>>
>>>>>>>>> Thanks,
>>>>>>>>> Tim
>>>>>>>>>
>>>>>>>>> On Mon, Apr 12, 2021 at 1:18 PM Katie Buell <
>>>>>>>>> kbuell@homecareassistance.com> wrote:
>>>>>>>>>
>>>>>>>>>> Tim,
>>>>>>>>>>
>>>>>>>>>> We are in the process of working on this. One question I need to
>>>>>>>>>> clarify with you:
>>>>>>>>>>
>>>>>>>>>> Do you have a minimum commitment for care? I see in your CCA a
>>>>>>>>>> note that reads "Minimum commitment of 48 total hours of service" -- is
>>>>>>>>>> that the minimum you were referring to in your original request?
>>>>>>>>>>
>>>>>>>>>> Thanks!
>>>>>>>>>>
>>>>>>>>>> Katie Buell
>>>>>>>>>> Client Relations Specialist
>>>>>>>>>> Home Care Assistance
>>>>>>>>>> Direct: (415) 385-1721
>>>>>>>>>> 221 Main Street, Suite 520
>>>>>>>>>> San Francisco, CA 94105
>>>>>>>>>> homecareassistance.com
>>>>>>>>>> ---
>>>>>>>>>> Read Our Testimonials <https://homecareassistance.com/reviews>
>>>>>>>>>> Join Our Newsletter
>>>>>>>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>>>>>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>>>>>>>> <https://homecareassistance.com/>
>>>>>>>>>> Champions of Longevity
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Thu, Apr 8, 2021 at 12:15 PM Timothy Thomas <
>>>>>>>>>> tt@homecareassistance.com> wrote:
>>>>>>>>>>
>>>>>>>>>>> [image: PDF file]
>>>>>>>>>>> Client Consent Agreement - Montreal…
>>>>>>>>>>>
>>>>>>>>>>> <https://drive.google.com/file/d/1GgwAW7R7yLs58Bqs7Qm03PuKiZcXF8_Z/view?usp=drivesdk>
>>>>>>>>>>> Hi Katie.
>>>>>>>>>>>