--000000000000c1acb80648469318 Content-Type: multipart/related; boundary="000000000000c1acb80648469317" --000000000000c1acb80648469317 Content-Type: multipart/alternative; boundary="000000000000c1acb70648469316" --000000000000c1acb70648469316 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Miranda, Thank you. The information is to be submitted into a web form (screenshot for reference). I need the following information: Legal business name: Transit number: Bank number: Account number: Thank you, Dennis Fancy, BSP General Manager | Winnipeg, MB (204) 489-6000 TheKey.ca [image: TheKey] On Mon, Jan 12, 2026 at 8:38=E2=80=AFAM wrote: > Hi Dennis! I can assist with getting EFT set up for direct deposit. Pleas= e > send me the form to complete in order to set this up. > > > > Best Regards, > > > > *Miranda Norman* > > Revenue Cycle Manager | *TheKey* > > Direct Line: 901-593-1433 > > > > > > > > *From:* Jeannie Ortiz > *Sent:* Monday, January 12, 2026 9:30 AM > *To:* Dennis Fancy ; Miranda Norman miranda.norman@thekey.com> > *Cc:* Michelle Schefter ; Timothy Thomas tt@thekey.com>; Kristy Poyner ; bboxall@thekey.com; > kristy.poyner@thekey.com; matthew.benson@thekey.com; tthomas@thekey.com > *Subject:* Re: 177188 Marilyn Elliot - Setup Green Shield Parent Payer & > Discussion of Invoicing Methods - [#1361500] > > > > Hi Dennis, > > > > I believe we can give them our bank information. I will include the > Payments team manager on this email. Do you have a contact number we can > use to handle this part of things for you? > > > > On Fri, Jan 9, 2026 at 3:31=E2=80=AFPM Dennis Fancy w= rote: > > Hi Michelle, > > > > I was able to connect with Green Shield and obtain the information to get > set up as a new provider in their online system. The wait will be > approximately two weeks. We will need to provide them with bank account > information for direct deposit. Can you please assist me with this? Happy > to set up a meeting early next week. Monday afternoon works if you are > available. > > > > Thank you, > > > > *Dennis Fancy, BSP* > > General Manager | Winnipeg, MB > (204) 489-6000 > > *TheKey.ca* > > > > [image: TheKey] > > > > > > On Wed, Jan 7, 2026 at 4:47=E2=80=AFPM Dennis Fancy w= rote: > > Hi Michelle, > > > > I appreciate that. Yes, I had a few issues arise this morning and had to > decline the meeting. I look forward to touching base with you soon on thi= s > process. Private insurance for in-home care is extremely rare in Canada a= nd > I was surprised that this client actually is entitled. > > > > Sincerely, > > > > *Dennis Fancy, BSP* > > General Manager | Winnipeg, MB > (204) 489-6000 > > *TheKey.ca* > > > > [image: TheKey] > > > > > > On Wed, Jan 7, 2026 at 12:42=E2=80=AFPM Michelle Schefter michelle.kenaga@thekey.com> wrote: > > Hi Dennis, > > > > In short, what you have attached in writing from the insurance will > suffice for billing for now, however, Jeannie would still like to set up > time to go over how her team can help support you with getting this > insurance onboarded and the set up is correct. > > > > Please provide a time that works for you as we missed you on todays call. > > > > *Michelle Schefter* > > Director of Finance | *TheKey* > > Phone: 408.837.0579 > > > > > > > > > > ------------------------------ > > *From:* Jeannie Ortiz > *Sent:* Wednesday, January 7, 2026 9:56 AM > *To:* Dennis Fancy > *Cc:* Timothy Thomas ; Michelle Schefter michelle.kenaga@thekey.com>; Kristy Poyner ; > bboxall@thekey.com ; kristy.poyner@thekey.com kristy.poyner@thekey.com>; matthew.benson@thekey.com matthew.benson@thekey.com>; tthomas@thekey.com > *Subject:* Re: 177188 Marilyn Elliot - Setup Green Shield Parent Payer & > Discussion of Invoicing Methods - [#1361500] > > > > Hi Dennis, > > I hope you=E2=80=99re doing well. I understand the pressure you=E2=80=99r= e facing, > especially with new, high acuity clients and long insurer wait times at t= he > start of the year. I also appreciate you involving us early as Green Shie= ld > becomes part of the process. New payers always add complexity, and my goa= l > is to help lessen that administrative burden so it doesn=E2=80=99t fall s= olely on > you or your team. > > > > Based on the written documentation currently on file for Marilyn Elliot, > we will proceed with billing the Parent Payer GreenShield accordingly. As= a > heads-up, the client has used approximately $2,000 of their annual benefi= t > of $5000.00 for December services, and we will ensure this usage is clear= ly > reflected as billing progresses. > > > > I wanted to briefly explain how my Finance Onboarding team can support yo= u > in two main areas: > > 1. Onboarding Audit Support (Front-End Protection) > > > During our onboarding audits, we verify payer setup, authorization > structure, billing method (direct versus reimbursement), and necessary > documentation before billing escalations occur. When we know a client > involves any form of insurance, whe