RE: 12/5/22- New Client Audit Results- Action Required

Hi All, 

 

The deadline to collect missing forms for November starts is 12/9/22. We will be sending out updates each day this week. Please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that per Tad checks are no longer an accepted method of payment for Fiduciary or Trustee payers absent approval. We have added a new breakout by division specific to high priority items so it easier to see where each division stands. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1ORL9tN7gl4aW5oAtZdhVTevlJZrlqydU/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 

 

 



 

Thank you,

Kristy

 

 

From: kristy.poyner@thekey.com <kristy.poyner@thekey.com> 
Sent: Monday, December 5, 2022 2:43 PM
To: michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>; peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>
Cc: 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>; 'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com
Subject: 12/5/22- New Client Audit Results- Action Required 

 

Hi All, 

 

The deadline to collect missing forms for November starts is 12/9/22. Please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that per Tad checks are no longer an accepted method of payment for Fiduciary or Trustee payers. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1gXyopg0OsfpLXVKzpJTtRCZpUBqSeArb/edit?usp=share_link&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 



 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started October on are highlighted yellow

 

Support from Finance with High Priority Clients:

*	Collections will be reaching out to the CSM teams Tuesday – Friday of each week to support the collection of Payment Authorization forms with failed Card/ACH account information.
*	Collectors will not address or request missing Client Consent agreements from clients

*	Keep in mind some of these clients are missing both forms. As a result, it’s important the local offices partner with collections on the best approach for each client so our communication is crisp.

 

Clients in Medium or Low Priority status will not be contacted by Collections for failed Card/ACH information, missing Payment Authorization forms, or Client Consent Agreements. It is up to the local team(s) to ensure these documents are collected before a client moves to High Priority (i.e., is scheduled or starts care).

 

 

Thank you,

Kristy

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, November 28, 2022 1:16 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >
Subject: 11/28/22- New Client Audit Results- Action Required 

 

Hi All, 

 

Thank you for your continued feedback & engagement in reviewing the audit tracker and supporting information! We’ve updated the format, reduced the content, and sorted the data for your convenience. The new layout should make it simple to view for your respective focus area and as always, please reach out to Michelle Kenaga and I with any discrepancies. Payment Authorization forms received with invalid card numbers; routing/account numbers are not counted as missing, only forms truly missing or submitted blank are counted. Quick reminder that per Tad checks are no longer an accepted method of payment for Fiduciary or Trustee payers. 

 

 

Please click here <https://docs.google.com/spreadsheets/d/1HmIMK_ZcJGTPH0uhDlJPUhNSYdY3T8HM/edit?usp=sharing&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 

Updates:

*	We’ve removed Tag’s from the audit tracker
*	The file is sorted for you in the following order

*	Division> Region> Location> Priority> First Completed Shift date

*	Clients whose care started October on are highligh