Re: CDHC Process Adjustment

Hi Shawntel,

Rates will need to be updated in Wellsky for service dates through October. Once the NetSuite authorizations go live on 11/1, we will no longer need to adjust the authorizations in ClearCare.


Thank you,

Kristy Poyner

Billing Manager | TheKey



[cid:6656107c-d44d-4418-b89e-bf589d0fc112]<http://www.thekey.com/>

________________________________
From: Shawntel Sousa <ssousa@thekey.com>
Sent: Monday, October 6, 2025 12:38 PM
To: Kristy Poyner <kristy.poyner@thekey.com>
Cc: Chuck Terlesky <cterlesky@thekey.com>; jessica.groen1@thekey.com <jessica.groen1@thekey.com>; Timothy Thomas <tt@thekey.com>; Michelle Schefter <michelle.kenaga@thekey.com>; Jeannie Ortiz <jeannie.ortiz@thekey.com>; Lito Delapena <lito.delapena@thekey.com>; Chakera Dixon <cdixon@thekey.com>
Subject: Re: CDHC Process Adjustment

Hi,

Will we need to continue to update the CDHC authorization with the new CDHC rate in wellsky or can you update this effective oct 1 in netsuite? We will also have to get Wellsky to add the new CDHC rate under CDHC match - as we know the change in rate only affect the Matched client in wellsky


Respectfully,

Shawntel Sousa, LPN

Client Success Manager | TheKey

Mobile: 403-305-6588 Office: 403-301-3777


[https://lh7-rt.googleusercontent.com/docsz/AD_4nXd7I-vcBaMOFDiucYwEb5NadNfZoS5SH4LswOfip209IwXRbfOSXWIy8Lt19hbmdTu3M6sc49nJYN_-VTGg4Yf-kfb34wwOW6T7JlrDfVS-g8oT-BCe7Oe84GCUBymB5PmLrPs2wg?key=V5mKPZVpqe0VLiGYg_VB1A75]<http://www.thekey.com>



On Thu, Oct 2, 2025 at 12:58 PM Kristy Poyner <kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>> wrote:
Hi @Shawntel Sousa<mailto:ssousa@thekey.com>,

Thanks for flagging the rate increase for CDHC! We’ll be sure to account for this as we build out the authorizations in NetSuite.

Regarding the authorization pop-up, your understanding is correct—authorizations will no longer live in WellSky, so this will no longer be an issue once the existing WellSky authorizations are closed. Starting 11/1, we can begin working through closing and removing the authorizations attached to current schedules in WellSky.




Thank you,

Kristy Poyner

Billing Manager | TheKey



[cid:ii_199ba98e2ba1fb8fe113]<http://www.thekey.com/>

________________________________
From: Shawntel Sousa <ssousa@thekey.com<mailto:ssousa@thekey.com>>
Sent: Thursday, October 2, 2025 12:36 PM
To: Kristy Poyner <kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>>
Cc: Chuck Terlesky <cterlesky@thekey.com<mailto:cterlesky@thekey.com>>; jessica.groen1@thekey.com<mailto:jessica.groen1@thekey.com> <jessica.groen1@thekey.com<mailto:jessica.groen1@thekey.com>>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>; Michelle Schefter <michelle.kenaga@thekey.com<mailto:michelle.kenaga@thekey.com>>; Jeannie Ortiz <jeannie.ortiz@thekey.com<mailto:jeannie.ortiz@thekey.com>>; Lito Delapena <lito.delapena@thekey.com<mailto:lito.delapena@thekey.com>>
Subject: Re: CDHC Process Adjustment

Hi,

There has been a change to CDHC as they have increased their rate so I have been updating all the files which take quite some time but I am almost done. The rate went from $33.61 to $34.03 - I am only changing the match as it does not affect the ones who pay extra, they will just pay less out of pocket effective Oct 1.

I also have one question, in recent months we constantly get a pop up that day that we are scheduling shifts outside of the authorization hours - even if we uncheck this in the authorization it still comes up, it did not used to come up. Can someone kindly address this and fix it, please? It makes errors from time to time as you think you have saved the shift and it didn't save and it only pops up for CDHC clients.

Am I understanding that there will no longer be authorizations in WellSky? If not, that would eliminate the concern above.


Respectfully,

Shawntel Sousa, LPN

Client Success Manager | TheKey

Mobile: 403-305-6588 Office: 403-301-3777


[https://lh7-rt.googleusercontent.com/docsz/AD_4nXd7I-vcBaMOFDiucYwEb5NadNfZoS5SH4LswOfip209IwXRbfOSXWIy8Lt19hbmdTu3M6sc49nJYN_-VTGg4Yf-kfb34wwOW6T7JlrDfVS-g8oT-BCe7Oe84GCUBymB5PmLrPs2wg?key=V5mKPZVpqe0VLiGYg_VB1A75]<http://www.thekey.com>



On Thu, Oct 2, 2025 at 10:48 AM Kristy Poyner <kristy.poyner@thekey.com<mailto:kristy.poyner@thekey.com>> wrote:
Hi Calgary Team,
We’re implementing a change to our CDHC billing process to improve accuracy, client visibility, and cashflow. We’ve designed it to minimize impact on your team while making invoices clearer for clients.
Effective service dates 11/1 forward:

  *
Authorizations will be housed in NetSuite.
  *
Finance Onboarding will manage authorization creation; your role is to confirm hours with CDHC as usual and email ltci@thekey.com<mailto:ltci@thekey.com> with:
     *
Client name
     *
Authorized hours per month
     *
Monthly maximum $ (if available)
  *
Clients with private pay balances will receive bi-weekly invoices showing both private pay and CDHC amounts.
     *
I've included an example of our new invoice breakdown for reference below.
     *
This is estimated to impact ~28 out of ~49 clients based on current authorizations

Key benefits:

  *
Reduces inflated CDHC accounts
  *
Increases billing accuracy and efficiency
  *
Improves client visibility of what they owe and what CDHC covers

Next Steps:

  *
No action is needed for existing clients; we will work with Finance Onboarding to add authorizations in NetSuite.
  *
For new clients or changes to authorized hours for existing clients, email details to ltci@thekey.com<mailto:ltci@thekey.com>.
  *
We will send the attached client communication on 10/15/25 and 11/3/25.

[cid:ii_199ba98e2bacb971f161]
Thank you for your continued partnership! Your support in confirming authorized hours is key to a smooth transition for both clients and CDHC.


Thank you,

Kristy Poyner

Billing Manager | TheKey



[cid:ii_199ba98e2ba46d6f7a42]<http://www.thekey.com/>