--000000000000349d490640a7cc99 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thoughts on this? ---------- Forwarded message --------- From: Jeannie Ortiz Date: Tue, Oct 7, 2025 at 4:00=E2=80=AFPM Subject: Re: Deactivating Clients in Clear Care To: Audra Williams Cc: Tiffany Silton , Michelle Schefter Here is the link for the clients currently active in ClearCare who have not been billed since July: Active Client Audit . In *column S*, you=E2=80=99ll find a dropdown to select either *Deactivate*= or *Keep*. Please use *Keep* for any records that should remain active, such as *Orientation Client* accounts. We currently have approximately *1,428 clients* who have not had any scheduled services for over 30 days but remain active. Since *WellSky charges $15 per client per month*, this amounts to about *$21,420 per month= *=E2=80=94or roughly *$257,040 annually*=E2=80=94in system costs for inactive records. Thank You! On Mon, Oct 6, 2025 at 11:01=E2=80=AFPM Audra Williams = wrote: > Hi Jeannie! > > Would you send me a current list that you have so we can get an idea of > the amount? > > Thanks! > > On Mon, Oct 6, 2025 at 1:12=E2=80=AFPM Jeannie Ortiz > wrote: > >> Good Day, >> >> I=E2=80=99m reaching out regarding clients with open tickets due to miss= ing >> Client Consent Agreements or Payment Authorizations, but who do not have >> ongoing scheduled services. Our team has noticed several cases where the= se >> clients have been inactive for over a month, yet remain active in ClearC= are. >> >> Currently, we are unsure of the official deactivation process followed b= y >> the local offices in these situations. To improve workflow efficiency an= d >> maintain accurate records, the team would like approval to deactivate th= ese >> clients in ClearCare ourselves=E2=80=94specifically in instances where w= e=E2=80=99ve >> already reached out to the local office to request deactivation or a =E2= =80=9Chold=E2=80=9D >> status, and the client still has no active schedule after 30+ days. >> >> This would help reduce ticket backlog, ensure data accuracy, and >> streamline coordination between Finance Onboarding and the field teams. >> Could you please confirm the appropriate protocol or approve our team to >> proceed with deactivations under these conditions? >> >> We do have a report that does show when a client comes back on service, >> and items are missing. >> >> Thank you for your time and guidance on this matter. >> >> -- >> >> Thank You, >> >> *Jeannie Ortiz* >> >> Finance Onboarding & Experience Manager | TheKey >> >> jeannie.ortiz@thekey.com >> *Phone:* 754.231.4471 | *Fax:* 813.693.5625 >> >> >> >> >> >> >> >> > > > -- > > *Audra N. Williams* > > Director, Divisional Operations | TheKey > > Mobile: 425.757.7027 > > > > --=20 Thank You, *Jeannie Ortiz* Finance Onboarding & Experience Manager | TheKey jeannie.ortiz@thekey.com *Phone:* 754.231.4471 | *Fax:* 813.693.5625 --=20 *Audra N. Williams* Director, Divisional Operations | TheKey Mobile: 425.757.7027 --000000000000349d490640a7cc99 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thoughts on this? ---------- Forwarded mess= age --------- From: Jean= nie Ortiz < jeannie.ortiz@thekey.com > Date: Tue, Oct 7, 202= 5 at 4:00=E2=80=AFPM Subject: Re: Deactivating Clients in Clear Care = To: Audra Williams < audraw@thekey.c= om > Cc: Tiffany Silton < = tsilton@thekey.com >, Michelle Schefter < michelle.kenaga@thekey.com > Here is the link for the clients current= ly active in ClearCare who have not been billed since July:=C2=A0 Active Client A= udit . In column S , you=E2=80=99ll find a dropdown to select eith= er Deactivate or Keep . Please use Keep for any r= ecords that should remain active, such as Orientation Client accounts. We currently have approximately 1,428 clients who h= ave not had any scheduled services for over 30 days but remain active. Sinc= e WellSky charges $15 per client per month , this amounts t= o about $21,420 per month =E2=80=94or roughly $257,= 040 annually =E2=80=94in system costs for inactive records. T= hank You! On Mon, Oct 6, 2025 at 11:01=E2=80=AFPM Audra Williams < audraw@thekey.com > w= rote: Hi Jeannie! Would you send me a current list that you have so we c= an get an idea of the amount? Thanks! On= Mon, Oct 6, 2025 at 1:12=E2=80=AFPM Jeannie Ortiz < jeannie.ortiz@thekey.com > = wrote: Good Day, I=E2=80=99m reaching out r= egarding clients with open tickets due to missing Client Consent Agreements= or Payment Authorizations, but who do not have ongoing scheduled services.= Our team has noticed several cases where these clients have been inactive = for over a month, yet remain active in ClearCare. Currently, we are = unsure of the official deactivation process followed by the local offices i= n these situations. To improve workflow efficiency and maintain accurate re= cords, the team would like approval to deactivate these clients in ClearCar= e ourselves=E2=8