Thanks Tom,
I did speak with this client and they are not comfortable with any other
method so if we can get this approved that would be great!
Best Regards,
Shawntel Sousa, LPN
Client Success Manager
TheKey
Calgary Office number: (403) 301-3777
Winnipeg Office Number: (204) 489-6000
Mobile number: (403) 305-6588
On Mon, Jul 29, 2024 at 10:13 AM Chuck Terlesky <cterlesky@thekey.com>
wrote:
> I would be confident in accepting a cheque from this client. It has been
> two years so we’re unfamiliar of the process. I’ll let Shawntel to ask the
> client if they have another payment method or if cheque is the only method.
> I would not want to lose a client over this. I will send Tim an email for
> approval.
>
> Thanks in advance for all your assistance.
>
> Regards,
> Chuck
>
> Chuck Terlesky B.A., CCPE
> General Manager
> Winnipeg and Calgary
>
> Calgary: 403-301-3777
> Winnipeg: 204-489-6000
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>
>
>
> On Mon, Jul 29, 2024 at 10:09 AM Tom Patterson <ltci@thekey.com> wrote:
>
>> Hi Shawntel,
>> TheKey has not accepted private check payers for 2 years. Private check
>> payers must be approved via the Regional Director and Laszlo Kovacs.
>> If approved, the approval email needs to be uploaded in the clients
>> ClearCare file.
>>
>> Best regards,
>> Tom Patterson
>> Finance Onboarding Analyst 2
>> *Please note my email has changed:*
>> tpatterson@thekey.com
>> <https://brand.thekey.com/esg/tpatterson@thekey.com>
>>
>> PH (855) 205-8007
>> FAX (813) 693-5625
>> EMAIL: LTCI@thekey.com
>>
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>> On Wed, 24 Jul at 8:52 PM , Susan Galloway <bkmarshall@telus.net> wrote:
>> Date Created NetSuite ID Clearcare ID CareTree ID Patient Name Division
>> Region location URL Priority First Completed Shift Date Start Month Normal
>> Bill Rate on CCA Bill Rate on CCA Match Client Billing Policy? Bill
>> Rate on CCA Match First Scheduled Shift? Is OT Verbiage included in CCA? Does
>> OT in Billing Policy Match Agency OT Settings? Current Status Date
>> Completed/ Identified Deactivated Initial Audit- Signed Consent
>> Agreement or contract on File? Initial Audit- Payment Authorization on
>> File? Special Handling Alert? Signed Consent Agreement or Contract on
>> File?
>> (As of last audit) Current Consent Agreement? Date CCA was uploaded Date
>> CCA was signed Wet-Sign or E-Sign Payment Authorization on File?
>> (As of last audit) PAF Comment Date PAF was uploaded Date PAF was signed Wet-Sign
>> or E-Sign CCA signed by a Power of Attorney (POA)? "Email Invoices" and
>> Payer Contacts Added to Versapay LTC/LTC AOB Tag, on Consent Agreement
>> or on Payment Auth Form
>> Email LTCi@thekey.com Ticket# created - notified to LTC Payment Method
>> Added to Versapay (All should be added to Autopay) Is Client Enrolled in
>> Autopay? Do not apply Credit Card surcharge? CC PAF Form Redacted? Client/Payer
>> Invited to Versapay? Deposit or Advanced Payment Needs Processing Tag
>> Added in NetSuite? Interest seen on CCA? Last Audited By Last Audited On FIN
>> Welcome Call Ticket# PSG Comments Deactivated? Open Balance
>> 7/24/2024 160448
>> 1000000000070862
>> Susan Galloway Canada Canada Calgary TheKey Formerly Home Care
>> Assistance Calgary Scheduled Jul $40.00 Yes Yes Yes Yes Complete
>> 7/24/2024 Accurate & Complete Accurate & Complete Accurate & Complete
>> Other 7/23/2024 7/23/2024 E-Signature Accurate & Complete 7/23/2024
>> 7/23/2024 E-Signature Yes Complete Not Applicable Complete Yes Not
>> Required Not Required Yes No Deposit or Advanced Payment Needed Yes Yes Renier
>> Caguimbal 7/24/2024
>> 7/24-1st Audit-CCA & PAF are uploaded. PT is added. PMT method is
>> successfully enrolled to autopay. Tagged as Private Pay in NS. All
>> complete. - RC
>>
>>
>>
>> Checklist Check List Type Agent Answer
>> Assigned : Date
>> Client PreCheck
>> Client Tag Private Pay
>> Net Terms Net 2
>> Net Terms Updated I NS Y/N
>> Net Terms Standard Y/N
>> Bill Rate $40.00
>> ACH/CC Ending CC 6899
>> CCA & PAF Name Match Y
>> CSM Name
>>
>> Staffing Manager
>>
>> LTC Insurance N
>> Carescout N
>> Client Discussion
>> Reviewed Name & Address on File Y/N
>> Ask how they want Invoices: USPS or Email Y/N
>> Validate all Emails on File Y/N
>> Let them know who is CSM & Staff Manager Y/N
>> Discussed Billing Cycle Mon-Sun. (Invoicing date Wednesday, Auto Pay
>> Friday) Y/N
>> Versapay
>> Versa Pay Email Invite Discussion: Y/N
>> Versa Pay Client Contacts Discussion: Y/N
>> Versa Pay Walkthrough
>> Y/N
>> Autopay
>> Confirm the last 4 of ACH/CC on File Y/N
>> Discussed Auto Pay Date Fridays Y/N
>>
>> Welcome Email Sent Y/N
>> VP FAQ Attached Y/N
>> If LTC: Welcome Letter Attached to Email Y/N
>>
>>
>> 881743:611100
>>
>