New Client Audit Results- Action Required by 9/30/22

From: <eclark@thekey.com>
To: "'Northeast/Canada Regional Operation Directors'" <northeastcanada-regional-operation-directors@thekey.com>, "'Melissa Reyes'" <melissa.reyes@thekey.com>, "'David Durbin'" <david.durbin@thekey.com>, "'Angie Markwell'" <angie.markwell@thekey.com>, "'Chen Xie'" <chen@homecareassistance.com>, "'Audra Williams'" <audraw@thekey.com>, "'Alicia Broussard'" <abroussard@thekey.com>, "'Alisha Wise'" <awise@thekey.com>, <peter.dacosta@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>, "'Charlie Ferro'" <cferro@thekey.com>, "'Christa Chalfa'" <cchalfa@homecareassistance.com>, "'Gail Carboy'" <gcarboy@thekey.com>, "'James Buscemi'" <jbuscemi@thekey.com>, <jmuskat@homecareassistance.com>, "'Kim Kranwinkel'" <kimberly.kranwinkel@thekey.com>, "'Kimberly Guerci'" <kguerci@thekey.com>, <laura.hintz@thekey.com>, "'Peggy Anderson'" <panderson@homecareassistance.com>, "'Triff Cook'" <triff@thekey.com>, "'Yukari Roberts'" <yroberts@thekey.com>, <bethann.rosario@thekey.com>, "'Alisha Wise'" <awise@thekey.com>, "'Jay Skypeck'" <jason.skypeck@thekey.com>, "'Claudia Hernandez'" <chernandez@thekey.com>, <peter.dacosta@thekey.com>, "'Jennifer Piper'" <jennifer.piper@thekey.com>, "'Jessica Pascasio'" <jpascasio@thekey.com>, "'Pete DaCosta'" <peter.dacosta@thekey.com>, "'Timothy Thompson-Cook'" <timothy.thompsoncook@thekey.com>
CC: "'Gary Scott'" <gscott@thekey.com>, "'Mandi Cheslock'" <mcheslock@thekey.com>, "'Benjamin Lewis'" <benjamin.lewis@thekey.com>, "'Sarah Powers'" <spowers@thekey.com>, "'Mandi Cheslock'" <mcheslock@thekey.com>
Date: Mon, 26 Sep 2022 19
Folder: INBOX

This is a multipart message in MIME format. ------=_NextPart_000_0872_01D8D1DC.DC5C81D0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0873_01D8D1DC.DC5C81D0" ------=_NextPart_001_0873_01D8D1DC.DC5C81D0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Evening Please review the linked spreadsheet to see the details of our last audit and = trending by location, instructions for filtering the file sent in previous = distribution below, as of 9/25/22. Attached are the documented guidelines w= e reviewed with your designated SMEs and leadership team. We will be schedu= ling meetings with each office on this list starting in October if document= s and tags are not corrected by the end of the month.   As of the last audit: * 213 Clients without a signed Consent Agreement on file * 264 Clients without a signed Payment Authorization on file * 12 Clients with no Payer email/address, or Client email/address Client Statuses: * High Priority- Completed shifts in the past * In Process- Upcoming shifts booked * Low Priority- No completed shifts or meaningful activity/upcoming shifts   Please note, if a document is âloaded but incompleteâ that = means itâs not signed, missing critical information, or the card/AC= H account provided (for PAF) failed or is invalid. Please review the attach= ed document and provide any feedback, questions, or concerns regarding expe= ctations. Clients with documents loaded, moved to deactivated status, etc. = will not be removed from the tracker until they are re-audited and confirme= d by the team so no need to reply to me with those details, though they are= appreciated!    	 Division Consent Agreement Status Total