--000000000000378ea305e90b3b88 Content-Type: multipart/alternative; boundary="000000000000378ea205e90b3b87" --000000000000378ea205e90b3b87 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Elizabeth, can you share what the date range of first service for the new clients shown on this list is please. On Mon, Sep 19, 2022 at 10:34 AM wrote: > Updated email below** There was no CC outage today. > > > > Hello Everyone- > > Please review the linked spreadsheet > > to see the details of our last audit and trending by location, instructio= ns > for filtering the file sent in previous distribution below. are the > documented guidelines we reviewed with your designated SMEs and leadershi= p > team. Thus far I have not received any communication that facilities, > government contracts, or clients otherwise need to be treated as exceptio= ns > in one way or another, however, please reach out if you noticed these > requirements should not apply to your customers. > > *As of the last audit:* > > - 204 Clients without a signed Consent Agreement on file > - 250 Clients without a signed Payment Authorization on file > - 11 Clients with no Payer email/address, or Client email/address > > Clients with documents loaded, moved to deactivated status, etc. will not > be removed from the tracker until they are re-audited and confirmed by th= e > team so no need to reply to me with those details, though they are > appreciated! > > > > Kind regards- > > > > Elizabeth Clark > > *Sr. Manager, Continuous Improvement * > > *TheKey* > > Office|Cell : 619-822-4855 > > eclark@thekey.com > > > > *TheKey.com * > > > > [image: TheKey] > > > > > > > > > > > > *From:* Angie Markwell > *Sent:* Monday, September 12, 2022 9:39 PM > *To:* Northeast/Canada Regional Operation Directors northeastcanada-regional-operation-directors@thekey.com>; Elizabeth Clark > > *Subject:* Fwd: New Client Audit Results- Action Required by 9/16 > > > > > > ---------- Forwarded message --------- > From: > Date: Mon, Sep 12, 2022 at 10:35 PM > Subject: RE: New Client Audit Results- Action Required by 9/16 > To: Melissa Reyes , David Durbin david.durbin@thekey.com>, Angie Markwell , > Chen Xie , Audra Williams , > Alicia Broussard , Alisha Wise , > Amy Harris , Araceli Gutierrez araceli.gutierrez@thekey.com>, Bobby Kou , carol.miller@thekey.com>, Cassi Gilkeson , Cathy > Goffredo , Charlie Ferro , > Christa Chalfa , Gail Carboy gcarboy@thekey.com>, James Buscemi , jmuskat@homecareassistance.com>, Kim Kranwinkel kimberly.kranwinkel@thekey.com>, Kimberly Guerci , laura.hintz@thekey.com>, Peggy Anderson , > Triff Cook , Yukari Roberts , bethann.rosario@thekey.com>, Jay Skypeck , > Claudia Hernandez , Jennifer Piper jennifer.piper@thekey.com>, Jessica Pascasio , Pete > DaCosta , Timothy Thompson-Cook timothy.thompsoncook@thekey.com> > Cc: > > > > Hello Everyone- > > > > Please review the linked spreadsheet > > to see the details of our last audit and trending by location, instructio= ns > for filtering the file sent in previous distribution below. The team coul= d > not audit new starts today due to the ClearCare outage; an updated file > will be sent before end of week to include clients created 9/2-9/8. > > > > *As of the last audit:* > > - 265 Clients without a signed Consent Agreement on file > - 307 Clients without a signed Payment Authorization on file > - 14 Clients with no Payer email/address, or Client email/address > > > > Some of these clients have been on the audit file since June, please > review them and help us get them updated asap. Clients with documents > loaded, moved to deactivated status, etc. will not be removed from the > tracker until they are re-audited and confirmed by the team so no need to > reply to me with those details, though they are appreciated! In the event > you have questions or exceptions to note please make sure to reach out so= I > can update our auditor training guide as appropriate. > > > > Kind regards- > > > > Elizabeth Clark > > *Sr. Manager, Continuous Improvement * > > *TheKey* > > Office|Cell : 619-822-4855 > > eclark@thekey.com > > > > *TheKey.com * > > > > [image: TheKey] > > > > > > *From:* eclark@thekey.com > *Sent:* Tuesday, August 30, 2022 2:16 PM > *To:* 'Melissa Reyes' ; 'David Durbin' david.durbin@thekey.com>; 'Angie Markwell' ; > 'Chen Xie' ; 'Audra Williams' audraw@thekey.com>; 'Alicia Broussard' ; 'Alisha > Wise' ; 'Amy Harris' ; 'Araceli > Gutierrez' ; 'Bobby Kou' bkou@homecareassistance.com>; carol.miller@thekey.com; 'Cassi Gilkeson' cgilkeson@thekey.com>; 'Cathy Goffredo' ; > 'Charlie Ferro' ; 'Christa Chalfa' cchalfa@homecareassistance.com>; 'Gail Carboy' ; > 'James Buscemi' ; jmuskat@homecareassistance.com; > 'Kim Kranwinkel' ; 'Kimberly Guerci' kguerci@thekey.com>; laura.hintz@thekey.com; 'Peggy Anderson' panderson@homecareassistance.com>; 'Triff Cook' ; > 'Yukari Roberts' ; bethann.rosario@thekey.com; > 'Alisha Wise' ; 'Jay Skypeck' ; > 'Claudia Hernandez' ; peter.dacos