----==_mimepart_6776a7d0f83c_1eb3fa5ed3c5794622087cc Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sarah - Happy New Year!=C2=A0 =C2=A0I am checking back on my previ= ous message to see if you have had a chance to obtain a POA or a revised = PAF? Thanks! DeAnna Brown ltci@thekey.com Long Term Care Insuranc= e Customer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) = 693-5625 Billing@thekey.com 866-226-1702 = = On Tue, 24 Dec, 2024 at 10:00 AM , DeAnna Brown wrote: = = Hi Sarah!=C2=A0 = = Merry Christmas! I am checking back on my previous message to see if you= have had a chance to obtain a POA or a revised PAF? = = Thanks! = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-22= 6-1702 = = = On Wed, 18 Dec at 2:50 PM , DeAnna Brown wrote:=C2=A0= = = Hey Sarah, = = Upon auditing this clients profile, I noticed that the person who's paym= ent information was provided on the PAF is not the person who signed.=C2=A0= = = = = In order to be compliant with our legal and payment processing policies,= we will need to obtain a PAF that has the signature of the person who's = payment information has been provided, authorizing us to charge their acc= ount.=C2=A0Otherwise we will need to have proof that the signer is listed= on this account (which can be proven by requesting a voided check) or a = copy of a POA that authorized the signer to utilize the provided payment = information.=C2=A0 = = Let me know if you have any questions.=C2=A0 = = Thanks! = = = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-22= 6-1702 = = On Tue, 17 Dec at 6:44 AM , Mary Geers wrote:=C2= =A0 = = Date Created = NetSuite ID = Clearcare ID = Caretree ID = Patient Name = Division = Region = location = URL = Priority = First Completed Shift Date = Start Month = Normal Bill Rate on CCA=C2=A0 = Bill Rate on CCA Match Client Billing Policy? = Bill Rate on CCA Match First Scheduled Shift? = Is OT Verbiage included in CCA? = Does OT in Billing Policy Match Agency OT Settings? = Current Status = Date Completed/ Identified Deactivated = Initial Audit- Signed Consent Agreement or contract on File? = Initial Audit- Payment Authorization on File? = Special Handling Alert? = Signed Consent Agreement or Contract on File? (As of last audit) = Current Consent Agreement? = CCA Comment = Date CCA was uploaded = Date CCA was signed = Wet-Sign or E-Sign = Payment Authorization on File?=C2=A0 (As of last audit) = PAF Comment = Date PAF was uploaded = Date PAF was signed = Wet-Sign or E-Sign = CCA signed by a Power of Attorney (POA)? = "Email Invoices" and Payer Contacts Added to Versapay = LTC/LTC AOB Tag, on Consent Agreement or on Payment Auth Form Email LTCi= @thekey.com = Ticket# created - notified to LTC = Payment Method Added to Versapay (All should be added to Autopay) = Is Client Enrolled in Autopay? = Do not apply Credit Card surcharge? = CC PAF Form Redacted?=C2=A0 = Client/Payer Invited to Versapay? = Deposit or Advanced Payment Needs Processing = Tag Added in NetSuite? = Interest seen on CCA? = Last Audited By = Last Audited On = FIN Welcome Call Ticket# = PSG Comments = Deactivated? = Open Balance = 12/16/2024 = 163885 = 7718134 = = Mary Geers = East = Midwest = St.Louis = TheKey of Missouri, LLC = = 12/16/2024 = Dec = $40.00 = Yes = Yes = Yes = Yes = Started = = Accurate & Complete = Loaded but Incomplete = No = Accurate & Complete = Yes = = 12/13/2024 = 12/13/2024 = E-Signature = Loaded but Incomplete = = 12/13/2024 = 12/13/2024 = E-Signature = Yes = Complete = Not Applicable = = Complete = Yes = Not Required = Not Required = Yes = No Deposit or Advanced Payment Needed = Yes = Yes = Madel Cuadra = 12/16/2024 = = 12/16 - 1st Audit : Has completed shift schedule in the past, CCA comp= lete, PAF is uploaded but incomplete because payment method does not belo= ng to signor / no POA on file, PMT method still added and enrolled to Aut= opay, PT complete, Tagged as Private Pay in NS due to the fact that famil= y member (daughter) is the indicated Payer in CC - MC = = $0.00 = = = Checklist = Check List Type = Agent Answer = Assigned :=C2=A0 = Date = = Client =C2=A0PreCheck = Client Tag = Private Pay = = Net Terms = Net 2 = = Net Terms Updated I NS = Y/N = = Net Terms Standard = Y/N = = Billing Frequency = Weekly=C2=A0 = = Bill Rate = $ 40 = = ACH/CC Ending = ACH 6059 = = CCA & PAF Name Match = N = = CSM Name = = = Staffing Manager = = = LTC Insurance = N = = Carescout = N = = Client Discussion = Reviewed Name & Address on File = Y/N = = Ask how they want Invoices: USPS or Email = Y/N = = Validate all Emails on File=C2=A0 = Y/N = = Let them know who is CSM & Staff Manager=C2=A0 = Y/N = = Discussed Billing Cycle Mon-Sun. (Invoicing date Wednesday, Auto Pay Fri= day)=C2=A0 = Y/N = =