--_004_PH0PR13MB561597E066C0810F3DC63653AB84APH0PR13MB5615namp_ Content-Type: multipart/alternative; boundary="_000_PH0PR13MB561597E066C0810F3DC63653AB84APH0PR13MB5615namp_" --_000_PH0PR13MB561597E066C0810F3DC63653AB84APH0PR13MB5615namp_ Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable 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 g= o over how her team can help support you with getting this insurance onboar= ded 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 [cid:8d612dc9-b4cb-4470-bf25-c2545ff24426] ________________________________ From: Jeannie Ortiz Sent: Wednesday, January 7, 2026 9:56 AM To: Dennis Fancy Cc: Timothy Thomas ; Michelle Schefter ; Kristy Poyner ; bboxall@thekey.com ; kristy.poyner@thekey.com ; matthew.ben= son@thekey.com ; tthomas@thekey.com Subject: Re: 177188 Marilyn Elliot - Setup Green Shield Parent Payer & Disc= ussion of Invoicing Methods - [#1361500] Hi Dennis, I hope you=92re doing well. I understand the pressure you=92re facing, espe= cially with new, high acuity clients and long insurer wait times at the sta= rt of the year. I also appreciate you involving us early as Green Shield be= comes part of the process. New payers always add complexity, and my goal is= to help lessen that administrative burden so it doesn=92t fall solely on y= ou 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 h= eads-up, the client has used approximately $2,000 of their annual benefit o= f $5000.00 for December services, and we will ensure this usage is clearly = reflected as billing progresses. I wanted to briefly explain how my Finance Onboarding team can support you = in two main areas: 1. Onboarding Audit Support (Front-End Protection) During our onboarding audits, we verify payer setup, authorization structur= e, billing method (direct versus reimbursement), and necessary documentatio= n 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 expectations are clearly defined and documented * Downstream billing and client confusion are minimized 2. Ongoing Insurance Support (Burden Reduction) Separately, we work closely with Billing and Finance to support insurance-b= ased clients by: * Identifying documentation gaps early * Helping standardize what is required in writing from insurers * Preventing retroactive clean-up where possible * Acting as a central point of coordination so GMs don=92t have to mana= ge insurer mechanics alone Best Practice Recommenda