FW: Long Term Benefit Optimization-Phase 2

Hi Will, 

 

Thank you for reaching back out on the LTC benefit optimization project.
Please see the attached spreadsheet with details of your respective
client/areas. I will set some time for us to review any questions you may
have on the below. 

 

Below is a quick breakdown of the spreadsheet tabs:

 

*	Guidance and Assumptions - Key considerations and assumptions used
when determining next steps.
*	Sample - A specific client scenario to illustrate the methodology.
*	% Analysis by Client - Displays opportunities per client on a weekly
and annual basis.

*	Perceived Amount Recoup Column - Estimates the realistic amount we
could recover from each client. For instance, if a client's opportunity
exceeds $1,000, they may not want to increase hours to that full extent.

*	Pivots-Analysis - A deeper dive into billed days versus the daily
benefit, similar to the Sample tab.

Additional columns at the end indicate how many hours could be increased,
assuming the client agrees and a care plan is submitted.

 

Thank you, 

 

Michelle Schefter

Senior Manager Billing and Submissions | TheKey

Mobile: 408.837.0579

 

 <http://www.thekey.com/> 

 

 

From: michelle.kenaga@thekey.com <michelle.kenaga@thekey.com> 
Sent: Monday, February 24, 2025 2:20 PM
To: 'Timothy Thomas' <tt@thekey.com>
Cc: eclark@thekey.com; miranda.norman@thekey.com; 'Jeannie Ortiz'
<jeannie.ortiz@thekey.com>
Subject: RE: Long Term Benefit Optimization-Phase 2

 

Hi Tim,

 

I wanted to make sure you have everything you need for your client
conversations, so I've updated the attached spreadsheet with additional
details. I noticed that some clients on this list have a lifetime max
benefit, so I've added a few extra data points on the "% Analysis by Client"
tab: Lifetime Benefit, Date of Birth (DOB), and Age of Customer.

 

Hope this helps! Let me know if you have any questions or if there's
anything else I can do to support you.

 

 



 

Thank you, 

 

 

Thank you, 

 

Michelle Schefter

Senior Manager Billing and Submissions | TheKey

Mobile: 408.837.0579

 

 <http://www.thekey.com/> 

 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>
<michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Friday, February 21, 2025 12:49 PM
To: 'Timothy Thomas' <tt@thekey.com <mailto:tt@thekey.com> >
Cc: eclark@thekey.com <mailto:eclark@thekey.com> ; miranda.norman@thekey.com
<mailto:miranda.norman@thekey.com> ; 'Jeannie Ortiz'
<jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> >
Subject: Long Term Benefit Optimization-Phase 2

 

Hi Tim,

 

Attached is a spreadsheet containing client-level details on benefit
optimization opportunities for your respective area. This analysis compares
clients' billed hours to the maximum benefit allowed by their insurance
provider, helping us determine where we can maximize their benefits. I
included a few additional peeps on this thread as we will be the group to
help with any questions you may have on the data or next steps! 

 

Below is a quick breakdown of the spreadsheet tabs:

 

*	Guidance and Assumptions - Key considerations and assumptions used
when determining next steps.
*	Sample - A specific client scenario to illustrate the methodology.
*	% Analysis by Client - Displays opportunities per client on a weekly
and annual basis.

*	Perceived Amount Recoup Column - Estimates the realistic amount we
could recover from each client. For instance, if a client's opportunity
exceeds $1,000, they may not want to increase hours to that full extent.

*	Pivots-Analysis - A deeper dive into billed days versus the daily
benefit, similar to the Sample tab.

*	Additional columns at the end indicate how many hours could be
increased, assuming the client agrees and a care plan is submitted.

 

I will schedule a touch base with you and this group in 2 weeks just to get
a pulse on your team is doing with the data provided. 

 

Let me know if you have any questions.

 

Thank you, 

 

Michelle Schefter

(Formally Michelle Kenaga)

Senior Manager Billing and Submissions

Direct line: (408) 831-0579

 <mailto:michelle.kenaga@thekey.com> michelle.kenaga@thekey.com 

 <https://homecareassistance.com/>