This is a multipart message in MIME format. ------=_NextPart_000_1207_01D8D8B1.DCCB1F60 Content-Type: multipart/alternative; boundary="----=_NextPart_001_1208_01D8D8B1.DCCB4670" ------=_NextPart_001_1208_01D8D8B1.DCCB4670 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chen- =20 Thank you for asking. I would filter for your division or Location, a Curre= nt Status of =E2=80=9CScheduled & Started=E2=80=9D as this implies their st= art date is in the past, and then filter for their =E2=80=9CFirst Completed= Shift Date=E2=80=9D, and from there you can see which document they=E2=80= =99re missing. Does that help? =20 =20 From: Chen Xie =20 Sent: Wednesday, October 5, 2022 11:40 AM To: eclark@thekey.com Cc: Northeast/Canada Regional Operation Directors ; Melissa Reyes ;= David Durbin ; Angie Markwell ; Chen Xie ; Audra Williams ; Alicia Broussard ; Alisha Wise ; Amy Harris ; Araceli Gutierrez ; Bobby Kou ; Ginger McVeigh ; carol.miller@thekey.com; Cassi Gilkeson ; Cathy Goffredo ; Charlie Ferro = ; Christa Chalfa ; Gail = Carboy ; James Buscemi ; jmuskat@h= omecareassistance.com; Kim Kranwinkel ; Kim= berly Guerci ; laura.hintz@thekey.com; Peggy Anderson ; Triff Cook ; Yukari Roberts ; bethann.rosario@thekey.com; Jay Skypeck ; Claudia Hernandez ; Jennifer Piper ; Jessica Pascasio ; Pete DaC= osta ; Timothy Thompson-Cook ; Karoline Da Silva ; Gary Scott ; Mandi Cheslock ; Benjamin Lewis ; Sarah Powers ; Beth Popolizio ; Jennifer Allen Subject: Re: New Client Audit Results- Action Required by 10/7 =20 On this and future distributions, Elizabeth, how can I effectively find the= clients started in the past week/month by name who are missing something? =20 On Tue, Oct 4, 2022 at 1:08 PM > wrote: Hello Everyone, =20 Please see linked spreadsheet to review the audit for clients moved to an Acti= vated status in ClearCare 9/26 & prior. Please make note of the updates mad= e to the statuses & data in the file, described below, based on the feedbac= k we=E2=80=99ve received over the last few weeks. We appreciate the feedbac= k! Kindly avoid copying me or sending me direct updates regarding your clie= nts. Once your clients are updated, they will be re-audited (we work the li= st daily) and fall off the list. You are encouraged to reach out and ask q= uestions if something is unclear or if you disagree with how your client is= categorized so we can chat through approved exceptions where applicable.= =20 =20 As a reminder, our auditors will review a new set of clients on Monday 10/1= 0, which will have clients activated September 30th - October 6th, 2022. On= e more week until we=E2=80=99re auditing October activations! =20 New Audit Statuses: * Scheduled & Started * Future Start Dates * No Scheduled Dates 30 (Client activated over 30 days ago) * These clients have nothing scheduled and were activated over 30 days ago,= some as far back as June. Please review these to ensure they=E2=80=99re de= activated when appropriate. =20 New PAF (Payment Authorization Form) Statuses: * Routing/Account Invalid * Card Declined * PAF Not Signed * PAF Incomplete/Missing Information * Pending Check Payer Approval * If a PAF is loaded with =E2=80=9Cclient will pay by check=E2=80=9D writte= n on it, your divisional leader & Gary Scott should have already approved c= heck payments and be noted on that PAF. =20 Note ** Only clients marked as Not Loaded, Not Signed, and Incomplete/Missi= ng information will be tracked for October starts as it pertains to Tad=E2= =80=99s announcement =20 New Tags Statuses: * Not Tagged/Tagged Correctly * Pending PAF V