Fwd: AR Update and Client Details

From: Angie Markwell <angie.markwell@thekey.com>
To: Kimberly Guerci <kguerci@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Carol Miller <carol.miller@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>, Timothy Thomas <tt@thekey.com>, Audra Williams <audraw@thekey.com>
Date: hu, 16 Jun 2022 23
Folder: INBOX

📎 AR Update_2022.06.13.pptx

All please review all attachments and if you are on any of the lists we
need to fix and address with teams moving forward.

From: Gary Scott <gscott@homecareassistance.com>
Date: Tue, Jun 14, 2022 at 2:30 PM
Subject: AR Update and Client Details
To: Megan Long <mlong@homecareassistance.com>, Aileen Ruffin <
aruffin@homecareassistance.com>, Julie Fletcher <
jfletcher@homecareassistance.com>, Brian Scott <
bscott@homecareassistance.com>, Ken Citron <kcitron@homecareassistance.com>,
Matt Neal <mneal@homecareassistance.com>, Nina Kani <
nkani@homecareassistance.com>, Chen Xie <chen@homecareassistance.com>,
Angie Markwell <angie.markwell@homecareassistance.com>, David Durbin <
david.durbin@homecareassistance.com>, Melissa Reyes <
melissa.reyes@homecareassistance.com>, Kerry Sirkka <
kerry.sirkka@homecareassistance.com>, Michele Boehmer <
llarson@homecareassistance.com>
Cc: Tad Smith <tsmith@homecareassistance.com>

Executive Team,

Attached is the deck used in today's discussion.

I have also attached two files that include: 1) New client details by
location missing agreements and forms 2) Private pay clients created in
ClearCare, in 2022, with no auto pay (some of this could be acquisition and
some could be approved exceptions, however, there have been very few
approved exceptions).

Thank you for your help in addressing missing client agreements and payment
authorization forms for new clients, as well as helping enforce our payment
policy requiring ACH or card payment with every new private pay client.

Gary