Re: 165131 Anne Montouri - FIN-WELCOME CALL - [#1056064]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
DeAnna Brown <clientservice@thekey.com>
CC
amanda.ilines@thekey.com, timon.page@thekey.com, tt@thekey.com
Date
2025-02-24 09:53:44
Folder
INBOX
Hi DeAnna,

I am not able to help in this situation as I do not handle paperwork for
Burlington Gardens.

Cheryl

On Sat, Feb 22, 2025 at 8:03 PM DeAnna Brown <clientservice@thekey.com>
wrote:

> Hi team!
>
> Do we have an update on the PAF?
>
> Thanks for your continued efforts to obtain!
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Tue, 18 Feb at 6:17 PM , DeAnna Brown <clientservice@thekey.com>
> wrote:
> Hi team!
>
> Do we have an update on the PAF?
>
> Thanks
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Fri, 14 Feb at 1:29 PM , Jeannie Ortiz <clientservice@thekey.com>
> wrote:
> Thank you, Amanda, for the update.
>
> Thank You,
> Jeannie Ortiz
> Finance Onboarding & Experience Manager
> jeannie.ortiz@thekey.com
> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com
>
>
> On Wed, 12 Feb at 8:06 AM , Amanda Ilines <amanda.ilines@thekey.com>
> wrote:
> Hi all,
>
> Timon is already working on this. This was a client that was vomiting at
> our flex site that we needed to sign up for services quickly so we could
> clean her up. Timon is working on getting everything missing from this
> client.
>
> Thanks,
>
> Amanda Ilines
> Home Care Liaison
> 437-908-1030
> TheKey.ca
> Inline image
>
>
>
>
> On Wed, Feb 12, 2025 at 7:43 AM Cheryl Cartwright <ccartwright@thekey.com>
> wrote:
>
>> I used to have clear care access but then they removed it when my
>> regional client success manager role was canceled. They have tried
>> unsuccessfully to give me the access back but they are doing something
>> wrong obviously.
>>
>> I do have access to Ontario still but because I don't have access to any
>> other market I just stay out of uploading files completely to keep my
>> process the same across the markets.
>>
>> I will reach out to Jeannie to see who is missing POA information.
>>
>> Thanks again,
>>
>> Cheryl
>>
>> On Tue, Feb 11, 2025 at 3:49 PM DeAnna Brown <clientservice@thekey.com>
>> wrote:
>>
>>> Hi Cheryl,
>>>
>>> Apologies, as I didn't realize that you didn't have access to Clearcare.
>>>
>>> This is an Oakville client that is in the Toronto URL in Clearcare. I
>>> usually reach out to CSMs when I am missing documents, but they usually
>>> loop you in for clients in the Montreal and Toronto URLs, so figured I
>>> would just go straight to you. But it looks like the CCA and PAF were
>>> uploaded today.
>>>
>>> Regarding the POA documents, I would email Jeannie Ortiz to see if she
>>> can pull a report for you. But one thing to note is we will always require
>>> a POA if the signer is listed as POA and is not using their own financials
>>> to pay for services but rather the clients financials to pay for services.
>>>
>>> Hope that helps!
>>>
>>> DeAnna Brown
>>>
>>>
>>> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
>>> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
>>> *Billing@thekey.com <Billing@thekey.com>*
>>> *866-226-1702*
>>>
>>>
> 1056064:611100
>

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