Good Afternoon,
The client had complications at the hospital and was not released after her
surgery. It is impossible for her to fill out the documents at this point
and we never started care here. It is on hold for now so lets wait and see
what happens.
Thank you,
On Mon, Jan 6, 2025 at 2:02 PM DeAnna Brown <ltci@thekey.com> wrote:
> THIRD ATTEMPT
>
> Hi Dominique,
>
> Thank you for getting that uploaded for us. I noticed however that the
> signature is an email address instead of the first and last name of the
> card payor.
> Unfortunately, in order to remain compliant with our legal and payment
> processing policies, we require a signature that includes both a first and
> last name. Upon reviewing PandaDoc, I found that this issue occurred
> because the first and last name were not entered in the signer details
> before the document was sent for signature, causing PandaDoc to default to
> the email address instead.
>
> To prevent this from happening in the future, please ensure that both the
> first and last name are included in the recipient details before sending
> the document for signature.
>
>
> Can you please let me know once you have a new PAF uploaded?
>
> Thank you,
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Fri, 3 Jan at 5:16 PM , DeAnna Brown <ltci@thekey.com> wrote:
> Hi Dominique,
>
> Thank you for getting that uploaded for us. I noticed however that the
> signature is an email address instead of the first and last name of the
> card payor.
> Unfortunately, in order to remain compliant with our legal and payment
> processing policies, we require a signature that includes both a first and
> last name. Upon reviewing PandaDoc, I found that this issue occurred
> because the first and last name were not entered in the signer details
> before the document was sent for signature, causing PandaDoc to default to
> the email address instead.
>
> To prevent this from happening in the future, please ensure that both the
> first and last name are included in the recipient details before sending
> the document for signature.
>
>
> Can you please let me know once you have a new PAF uploaded?
>
> Thank you,
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Mon, 30 Dec, 2024 at 8:32 AM , DeAnna Brown <ltci@thekey.com> wrote:
> Hi Dominique,
>
> Thank you for getting that uploaded for us. I noticed however that the
> signature is an email address instead of the first and last name of the
> card payor.
> Unfortunately, in order to remain compliant with our legal and payment
> processing policies, we require a signature that includes both a first and
> last name. Upon reviewing PandaDoc, I found that this issue occurred
> because the first and last name were not entered in the signer details
> before the document was sent for signature, causing PandaDoc to default to
> the email address instead.
>
> To prevent this from happening in the future, please ensure that both the
> first and last name are included in the recipient details before sending
> the document for signature.
>
>
> Can you please let me know once you have a new PAF uploaded?
>
> Thank you,
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Sun, 22 Dec at 6:01 PM , Carole Petsche <> wrote:
> 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 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?
> (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? 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
> 12/20/2024 163972
> 1000000000077458
> Carole Petsche Canada Canada Montreal Home Care Assistance of Montreal Not
> Scheduled Not Scheduled $36.00 Yes Not scheduled Yes Yes Not Scheduled,
> Recent Add Accurate & Complete Loaded but Incomplete Accurate & Complete
> Other 12/19/2024 12/18/2024 E-Signature Loaded but Incomplete No
> account/card info provided 12/19/2024 12/18/2024 E-Signature No Complete Not
> Applicable See PAF Status No Signed PAF on File Not Required No Yes No
> Deposit or Advanced Payment Needed Yes Yes Renier Caguimbal 12/22/2024
> 12/22-1st Audit-Has no scheduled shift. Upon audit, PMT method provided in
> PAF is invalid because the credit card account number is 17 digits instead
> of only 16, No PT. CCA is complete Tagged as Private Pay in NS – RC
>
>
>
> Checklist Check List Type Agent Answer
> Assigned : Date
> Client PreCheck
> Client Tag Private Pay
> Net Terms Net 2
> Net Terms Updated I NS Y/N
> Net Terms Standard Y/N
> Billing Frequency Weekly
> Bill Rate $36.00
>
> ACH/CC Ending
>
> CCA & PAF Name Match Y/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 Y/N
> Let them know who is CSM & Staff Manager Y/N
> Discussed Billing Cycle Mon-Sun. (Invoicing date Wednesday, Auto Pay
> Friday) Y/N
> Versapay
> Versa Pay Email Invite Discussion: Y/N
> Versa Pay Client Contacts Discussion: Y/N
> Versa Pay Walkthrough Y/N
> Autopay
> Confirm the last 4 of ACH/CC on File Y/N
> Discussed Auto Pay Date Fridays Y/N
>
> Welcome Email Sent Y/N
> VP FAQ Attached Y/N
> If LTC: Welcome Letter Attached to Email Y/N
>
>
>
> Locations with Special Billing Cycles:
>
> - Winnipeg
> - Tagging in Profile
> - Calgary
> - The client will be tagged as Bi-weekly or Monthly.
> - Even if the bi-weekly tag is not on the client profile all
> clients with CDHC in their name should be Bi-weekly.
> - The ones with no tag are weekly.
> - Nebraska
> - Clients in the ‘LNK’ or ‘OMA’ ClearCare locations are billed weekly
> - Clients in the ‘CON’ and ‘OCN’ ClearCare locations are billed
> monthly unless they have a Waiver or Veterans Administration tag
> - If the waiver or veterans administration tag is present, the
> client's billing frequency must be set to weekly.
>
>
> 1025884:611100
>
--
Joey Taylor
*Directeur Général/**General Manager*
514-907-5065
TheKey.ca <https://thekey.ca/>
[image: TheKey]