6/6/23 - New Client Audit Results - Action Required

From
<kristy.poyner@thekey.com>
To
<michelle.kenaga@thekey.com>, "'Northeast/Canada Regional Operation Directors'" <northeastcanada-regional-operation-directors@thekey.com>, "'Coddye Ring-Noonan'" <coddye.ringnoonan@thekey.com>, "'Gayle Soulides'" <gsoulides@thekey.com>, "'Melissa Reyes'" <melissa.reyes@thekey.com>, "'Angie Markwell'" <angie.markwell@thekey.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@homecareassistance.com>, <carol.miller@thekey.com>, "'Cassi Gilkeson'" <cgilkeson@thekey.com>, "'Cathy Goffredo'" <cathy.goffredo@thekey.com>, "'Christa Chalfa'" <cchalfa@homecareassistance.com>, "'James Buscemi'" <jbuscemi@thekey.com>, <jmuskat@homecareassistance.com>, "'Kim Kranwinkel'" <kimberly.kranwinkel@thekey.com>, "'Kimberly Guerci'" <kguerci@thekey.com>, "'Triff Cook'" <triff@thekey.com>, "'Yukari Roberts'" <yroberts@thekey.com>, <bethann.rosario@thekey.com>, "'Claudia Hernandez'" <chernandez@thekey.com>, "'Matthew Neal'" <mneal@thekey.com>, "'Jennifer Piper'" <jennifer.piper@thekey.com>, "'Jessica Pascasio'" <jpascasio@thekey.com>, "'Timothy Thompson-Cook'" <timothy.thompsoncook@thekey.com>, "'Karoline Da Silva'" <ksilva@tenderrose.com>, <dmockenhaupt@thekey.com>, "'Chen Xie'" <chen@thekey.com>, "'Matt Nyberg'" <mnyberg@thekey.com>, "'Leigh Smith'" <leigh.bryantsmith@thekey.com>, <krichard@thekey.com>, "'Tiffany Silton'" <tsilton@thekey.com>, "'Kirk Hayes'" <khayes@thekey.com>, "'Grace Labrecque'" <glabrecque@thekey.com>, <jennifer.geist@thekey.com>
CC
"'Mandi Cheslock'" <mcheslock@thekey.com>, "'Benjamin Lewis'" <benjamin.lewis@thekey.com>, "'Sarah Powers'" <spowers@thekey.com>, "'Beth Popolizio'" <bpopolizio@thekey.com>, "'Jennifer Allen'" <jallen@thekey.com>, "'Alan Badger'" <abadger@thekey.com>, "'Bri Bailey'" <bbailey@thekey.com>, <tsmith@thekey.com>, <eclark@thekey.com>, "'Cody Gardner'" <cody.gardner@thekey.com>, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>, "'Paul Kahn'" <paul.kahn@thekey.com>, "'Gerard Draetta'" <gerard.draetta@thekey.com>
Date
Tue, 6 Jun 2023 10:40:54 -0500
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_00B1_01D99863.5FF7A630 Content-Type: multipart/related; boundary="----=_NextPart_001_00B2_01D99863.5FF7CD40" ------=_NextPart_001_00B2_01D99863.5FF7CD40 Content-Type: multipart/alternative; boundary="----=_NextPart_002_00B3_01D99863.5FF7CD40" ------=_NextPart_002_00B3_01D99863.5FF7CD40 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone,=20 =20 The grid below is a summary by division of clients that are in need of atte= ntion as they have missing or incomplete mandatory documents in accordance = with our onboarding process. Also below is a breakdown of the almost 61K op= en balance for these clients by division. Please review and address the doc= ument attached in the link below. The deadline for May commissions is this = Friday, June 9th. Please reach out to Michelle Kenaga and me with any discr= epancies or questions. Please note changes made after the updated report ha= s been generated will not be reflected until the client is re-audited and a= n updated report is generated unless the updates are sent to Me and Michell= e Kenaga to update between audits. To ensure the daily reports are accurate= this week, please let me and Michelle Kenaga know when updates are made. =20 Quick reminder that new check payors require approval, and the check payer = approvals should be uploaded to the client profile in ClearCare for visibil= ity.=20 =20 Please click here to review the updated audit tracker. * Partnership Businesses has the largest open balance at over 21K. * Northwest and Partnership Businesses are in the lead for clients in need = of attention with 26+. * N East and Southwest divisions continue to be our lowest counts with less= than 6 clients in need of review. =20 =20 =20 Thank you, Kristy =20 =20 From: kristy.poyner@thekey.com =20 Sent: Monday, June 5, 2023 12:56 PM To: 'Kristy Poyner' ; michelle.kenaga@th= ekey.com; 'Northeast/Canada Regional Operation Directors' ; 'Coddye Ring-Noonan' ; 'Gayle Soulides' ; 'Melissa Reyes= ' ; 'Angie Markwell' ;= 'Ginger McVeigh' ; 'Audra Williams' ; 'Alicia Broussard' ; 'Alisha Wise' ; 'Amy Harris' ; 'Araceli Gutierrez' ; 'Bobby Kou' ; carol.m= iller@thekey.com; 'Cassi Gilkeson' ; 'Cathy Goffredo'= ; 'Christa Chalfa' ; 'James Buscemi' ; jmuskat@homecareassistance.com= ; 'Kim Kranwinkel' ; 'Kimberly Guerci' ; 'Triff Cook' ; 'Yukari Roberts' ; bethann.rosario@thekey.com; 'Claudia Hernandez' ; 'Matthew Neal' ; 'Jennifer Piper' ; 'Jessica Pascasio' ; 'Timothy Tho= mpson-Cook' ; 'Karoline Da Silva' ; dmockenhaupt@thekey.com; 'Chen Xie' ; 'Ma= tt Nyberg' ; 'Leigh Smith' ; krichard@thekey.com; 'Tiffany Silton' ; 'Kirk Hayes= ' ; 'Grace Labrecque' ; jennifer.= geist@thekey.com Cc: 'Mandi Cheslock' ; 'Benjamin Lewis' ; 'Sarah Powers' ; 'Beth Popolizio' ; 'Jennifer Allen' ; 'Alan Badger' ; 'Bri Bailey' ; tsmith@thekey.com; ec= lark@thekey.com; 'Cody Gardner' ; 'Laszlo Kovacs' = ; 'Paul Kahn' ; 'Gerard Dra= etta' Subject: 6/5/23 - New Client Audit Results - Action Required =20 Happy Monday Everyone,=20 =20 The grid below is a summary by division of clients that are in need of atte= ntion as they have missing or incomplete mandatory documents in accordance = with our onboarding process. Also below is a breakdown of the almost 61K op= en balance for these clients by division. Please review and address the doc= ument attached in the link below. The deadline for May commissions is this = Friday, June 9th. Please reach out to Michelle Kenaga and me with any discr= epancies or questions. Please note changes made after the updated report ha= s been generated will not be reflected until the client is re-audited and a= n updated report is generated unless the updates are sent to Me and Michell= e Kenaga to update between audits. To ensure the daily reports are accurate= this week, please let me and Michelle Kenaga know when updates are made. =20 Quick reminder that new check payors require approval, and the check payer = approvals should be uploaded to the client profile in ClearCare for visibil= ity.=20 =20 Please click here to review the updated audit tracker. * Partnership Businesses has the largest open balance at over 21K. * Northwest and Partnership Businesses are in the lead for clients in need = of attention with 24+. * N East and Southwest divisions continue to be our lowest counts with less= than 12 clients in need of review. =20 =20 =20 =20 =20 Thank you, Kristy =20 =20 From: kristy.poyner@thekey.com =20 Sent: Tuesday, May 30, 2023 11:38 AM To: 'Kristy Poyner' ; michelle.kenaga@th= ekey.com; 'Northeast/Canada Regional Operation Directors' ; 'Coddye Ring-Noonan' ; 'Gayle Soulides' ; 'Melissa Reyes= ' ; 'Angie Markwell' ;= 'Ginger McVeigh' ; 'Audra Williams' ; 'Alicia Broussard' ; 'Alisha Wise' ; 'Amy Harris' ; 'Araceli Gutierrez' ; 'Bobby Kou' ; carol.m= iller@thekey.com; 'Cassi Gilkeson' ; 'Cathy Goffredo'= ; 'Christa Chalfa' ; 'James Buscemi' ; jmuskat@homecareass