--00000000000070668705eab3760a Content-Type: multipart/alternative; boundary="00000000000070668605eab37609" --00000000000070668605eab37609 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable A few questions on the items on the list: - not tagged correctly - previously this was done by the billing specialist, is this now to be done by the local office? - for declined cards - is the billing specialist following up on this or is it the expectation of the local office to follow up? If it is the lo= cal office to follow up, will we only be notified when this audit is sent ou= t or is someone from billing reaching out to our team when it happens? On Mon, Oct 10, 2022 at 3:33 PM <eclark@thekey.com> wrote: > Hi Chen- > > > > Thank you for reaching out. I updated to show the lines in green below, > apologies the color is a bit overwhelming. The others either do not requi= re > a Payment Authorization or, are on here just because tags need to be > updated. 9 clients in total. I hope this helps! > > > > Date Created > > Clearcare ID > > Patient Name > > Division > > Region > > location > > First Completed Shift Date > > Current Status > > B-Signed Consent Agreement on File? > > B-Payment Authorization on File? (Escalate if check payer) > > Payment Tags selected? > > Ability to send invoices? > > Last Audited On > > 9/29/22 5:36 > > 5711319 > > Byron Center Manor > > N East > > Great Lakes > > Grand Rapids > > 10/3/22 > > Scheduled & Started > > Accurate & Complete > > Not Required per LO > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/29/22 5:34 > > 5719093 > > Cascade Trails Senior Living > > N East > > Great Lakes > > Grand Rapids > > 10/4/22 > > Future Start Dates > > Accurate & Complete > > Not Required per LO > > Not Tagged/Tagged Correctly > > Yes > > 10/6/22 > > 9/29/22 5:34 > > 5721063 > > Covenant Living Communities and Services > > N East > > Great Lakes > > Grand Rapids > > 10/5/22 > > Scheduled & Started > > Accurate & Complete > > Not Required per LO > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/29/22 5:34 > > 5997383 > > Kathleen Taylor > > Southwest > > Mountain > > Phoenix > > 10/5/22 > > Scheduled & Started > > Not Loaded > > Not Loaded > > Pending PAF Validation/Upload > > Yes > > 10/9/22 > > 9/29/22 5:32 > > 5721075 > > Edison Christian Life Services > > N East > > Great Lakes > > Grand Rapids > > 10/4/22 > > Scheduled & Started > > Accurate & Complete > > Not Required per LO > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/29/22 5:30 > > 5996965 > > Judith Michaels > > S East > > Southern States > > Grand Strand > > 10/4/22 > > Scheduled & Started > > Not Loaded > > Not Loaded > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/28/22 5:32 > > 5993504 > > Lucille Burnham > > Northwest > > Bay Area > > East Bay > > 10/5/22 > > Scheduled & Started > > Accurate & Complete > > Card Declined > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/28/22 5:31 > > 5995023 > > Stephen Rosenberg > > Northwest > > Bay Area > > East Bay > > 10/5/22 > > Scheduled & Started > > Not Loaded > > Not Loaded > > Not Loaded > > Yes > > 10/9/22 > > 9/27/22 5:49 > > 5990699 > > James & Carol Moriarty > > N East > > Connecticut > > Hartford > > 10/1/22 > > Scheduled & Started > > Accurate & Complete > > Not Loaded > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/27/22 5:48 > > 5992254 > > Patricia Lane-Smith > > Southwest > > Texas > > McKinney > > 10/1/22 > > Scheduled & Started > > Accurate & Complete > > PAF Incomplete/Missing Information > > Pending PAF Validation/Upload > > Yes > > 10/9/22 > > 9/27/22 5:41 > > 5991765 > > Jane Sapien > > Northwest > > Pacific Northwest > > Puget Sound > > 10/1/22 > > Scheduled & Started > > Accurate & Complete > > PAF Incomplete/Missing Information > > Pending PAF Validation/Upload > > Yes > > 10/9/22 > > 9/23/22 5:33 > > 5986917 > > Nancy Walkowski > > S East > > Southeast Florida > > Boca Raton > > 10/3/22 > > Scheduled & Started > > Not Loaded > > Not Loaded > > Not Tagged/Tagged Correctly > > Yes > > 10/9/22 > > 9/14/22 5:34 > > 5966074 > > Linda Helwege > > Northwest > > Pacific Northwest > > Spokane > > 10/3/22 > > Scheduled & Started > > Accurate & Complete > > Loaded but Incomplete > > Accurate & Complete > > Yes > > 10/9/22 > > > > > > *From:* Chen Xie <chen@thekey.com> > *Sent:* Monday, October 10, 2022 12:24 PM > *To:* eclark@thekey.com > *Cc:* Northeast/Canada Regional Operation Directors < > northeastcanada-regional-operation-directors@thekey.com>; Melissa Reyes < > melissa.reyes@thekey.com>; David Durbin <david.durbin@thekey.com>; Angie > Markwell <angie.markwell@thekey.com>; Chen Xie < > chen@homecareassistance.com>; Ginger McVeigh <ginger.mcveigh@thekey.com>; > Audra Williams <audraw@thekey.com>; Alicia Broussard < > abroussard@thekey.com>; Alisha Wise <awise@thekey.com>; Amy Harris < > aharris@thekey.com>; Araceli Gutierrez <araceli.gutierrez@thekey.com>; > Bobby Kou <bkou@homecareassis