Re: 2/7/23 - New Client Audit Results- Action Required

I have a few notes going out tonight on this.

On Tue, Feb 7, 2023 at 7:47 PM Angie Markwell <angie.markwell@thekey.com>
wrote:

> Hi if you have someone on the list can you please address asap and copy
> me. Thanks
>
> ---------- Forwarded message ---------
> From: <kristy.poyner@thekey.com>
> Date: Tue, Feb 7, 2023 at 1:08 PM
> Subject: 2/7/23 - New Client Audit Results- Action Required
> To: 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>, Jay Skypeck <jason.skypeck@thekey.com>,
> Claudia Hernandez <chernandez@thekey.com>, Matthew Neal <mneal@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>, 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>
> Cc: Gary Scott <gscott@thekey.com>, 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>, <llarson@thekey.com>, <tsmith@thekey.com>, <
> michelle.kenaga@thekey.com>, <eclark@thekey.com>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> January commissions is this Friday, February 10th. Please reach out to
> Michelle Kenaga and I with any discrepancies. Please note and changes made
> after the report has been generated will reflect on the following report.
> Quick reminder that new check payors require Tads approval. Check approvals
> should be uploaded to the client profile in ClearCare for visibility.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1ojI_Yoq1ZFGGPBWOCdZWmMU4kbZI3XuS/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, February 6, 2023 11:02 AM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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>
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* 2/6/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> January commissions is February 10th. Please reach out to Michelle Kenaga
> and I with any discrepancies. Please note and changes made after the report
> has been generated will reflect on the following report. Quick reminder
> that new check payors require Tads approval. Check approvals should be
> uploaded to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1a5ZKwAjwkiH-LYTwM3nrVvJjYAx2yLD3/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, January 30, 2023 10:09 AM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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>
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* RE: 1/23/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> January commissions is February 10th. Please reach out to Michelle Kenaga
> and I with any discrepancies. Please note and changes made after the report
> has been generated will reflect on the following report. Quick reminder
> that new check payors require Tads approval. Check approvals should be
> uploaded to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1NSCBr4yj05QpbbokhqK8f5BoJxaLk_Vg/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, January 23, 2023 1:03 PM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* 1/23/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> January commissions is February 10th. Please reach out to Michelle Kenaga
> and I with any discrepancies. Please note and changes made after the report
> has been generated will reflect on the following report. Quick reminder
> that new check payors require Tads approval. Check approvals should be
> uploaded to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1PQc6tVLgJlnLajKs0mwF0641c7yLrHeZ/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, January 16, 2023 11:49 AM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* RE: 1/9/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> January commissions is February 10th. Please reach out to Michelle Kenaga
> and I with any discrepancies. Please note and changes made after the report
> has been generated will reflect on the following report. Quick reminder
> that new check payors require Tads approval. Check approvals should be
> uploaded to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/14walirh_vmo2cKEzdgxCMtyqUlzyD5wL/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, January 9, 2023 10:36 AM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* 1/9/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> December commissions was Friday, January 6th. The deadline for January
> commissions is February 10th. Please reach out to Michelle Kenaga and I
> with any discrepancies. Please note and changes made after the report has
> been generated will reflect on the following report. Quick reminder that
> new check payors require Tads approval. Check approvals should be uploaded
> to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1yUFFfdR8Roivh7sq_-8bD4B1p2A9QXch/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Thursday, January 5, 2023 11:39 AM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* 1/5/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> December commissions is this Friday, January 6th. Updated spreadsheets
> will be sent each day this week. Please reach out to Michelle Kenaga and I
> with any discrepancies. Please note and changes made after the report has
> been generated will reflect on the following report. Quick reminder that
> new check payors require Tads approval. Check approvals should be uploaded
> to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1bVytCA3Ajp_uxFxCqewTAOpHWkjIUZPX/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Wednesday, January 4, 2023 1:27 PM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* RE: 1/4/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below is the updated New Client Audit Results. The deadline for
> December commissions is this Friday, January 6th. Updated spreadsheets
> will be sent each day this week. Please reach out to Michelle Kenaga and I
> with any discrepancies. Please note and changes made after the report has
> been generated will reflect on the following report. Quick reminder that
> new check payors require Tads approval. Check approvals should be uploaded
> to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/19EBssZbKp4t6upIDVgByqW4CTE0nOtHa/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Tuesday, January 3, 2023 10:27 AM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* 1/3/23 - New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend. Attached below are the updated New
> Client Audit Results. The deadline for December commissions is this Friday, January
> 6th. Updated spreadsheets will be sent Tuesday-Friday this week. Please
> reach out to Michelle Kenaga and I with any discrepancies. Please note and
> changes made after the report has been generated will reflect on the
> following report. Quick reminder that new check payors require Tads
> approval. Check approvals should be uploaded to the client profile in
> ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/11HamSSSIwXX9TISAwDyw-cEA3FXGFqzX/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Friday, December 30, 2022 1:20 PM
> *To:* '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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; '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
> *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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com;
> michelle.kenaga@thekey.com; eclark@thekey.com
> *Subject:* 12/30/22- New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> Attached below are the updated New Client Audit Results. The deadline for
> December commissions is next Friday, January 6th. Updated spreadsheets
> will be sent Tuesday-Friday next week. Please reach out to Michelle Kenaga
> and I with any discrepancies. Please note and changes made after the report
> has been generated will reflect on the following report. Quick reminder
> that new check payors require Tads approval. Check approvals should be
> uploaded to the client profile in ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1PaAXT81wLhpZ3Uu5lTsXYjNQHK2xGV4u/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
> Have a wonderful weekend and Happy New Year!
>
>
>
>
>
>
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Tuesday, December 27, 2022 11:42 AM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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>;
> krichardaza@thekey.com; bethann.rosario@thekey.com; 'Alisha Wise' <
> awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia
> Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
> njoneshronis@thekey.com.; 'Leigh Smith' <leigh.bryantsmith@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* 12/27/22- New Client Audit Results- Action Required
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a spectacular Holiday weekend!
>
>
>
> Attached below are todays updated New Client Audit Results. Please reach
> out to Michelle Kenaga and I with any discrepancies. Please note and
> changes made after the report has been generated will reflect on the
> following report sent out. Quick reminder that new check payors require
> Tads approval. Check approvals should be uploaded to the client profile in
> ClearCare.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1rL9c1c_Dg1lngEpbh7Peaqk0LMO5oHKd/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
> Let us know if you have any questions.
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, December 19, 2022 12:19 PM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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; 'Alisha Wise' <awise@thekey.com>; 'Jay
> Skypeck' <jason.skypeck@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>;
> njoneshronis@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* RE: 12/12/22- New Client Audit Results- Action Required
>
>
>
> Hello and happy Monday everyone,
>
>
>
> Attached below are todays updated New Client Audit Results. Please reach
> out to Michelle Kenaga and I with any discrepancies. Please note and
> changes made after the report has been generated will reflect on the
> following report sent out. Quick reminder that new check payors require
> Tads approval. Check approvals should be uploaded to the client profile in
> ClearCare.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1hVgHqKk8fvuGKyR87gKSRNAQtltxqfOw/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
>
>
> We have added a new breakout by division specific to high priority items
> so it easier to see where each division stands. Let us know if you have any
> questions.
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, December 12, 2022 12:21 PM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* 12/12/22- New Client Audit Results- Action Required
>
>
>
> Hello everyone,
>
>
>
> Attached are todays updated New Client Audit Results. Please reach out to
> Michelle Kenaga and I with any discrepancies. Please note and changes made
> after the report has been generated will reflect on the following report
> sent out. Quick reminder that new check payors require Tads approval. Check
> approvals should be uploaded to the client profile in ClearCare.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/10W5OE10mxA6iW77M9O-CcID23p8szSVI/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
>
>
> We have added a new breakout by division specific to high priority items
> so it easier to see where each division stands. Let us know if you have any
> questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Friday, December 9, 2022 11:42 AM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* 12/9/22- New Client Audit Results- Action Required
>
>
>
> Hi All,
>
>
>
> The deadline to collect missing forms for November starts is end of day
> today, 12/9/22. Please reach out to Michelle Kenaga and I with any
> discrepancies. Please note and changes made after the report has been
> generated will reflect on the following report sent out. Quick reminder
> that new check payors require Tads approval. Check approvals should be
> uploaded to the client profile in ClearCare.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/15xMpJqBMvUi5H2FLhus8KsSGYrMXYeLJ/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
>
>
> We have added a new breakout by division specific to high priority items
> so it easier to see where each division stands. Let us know if you have any
> questions.
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Thursday, December 8, 2022 11:36 AM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* 12/8/22- New Client Audit Results- Action Required
>
>
>
> Hi All,
>
>
>
> The deadline to collect missing forms for November starts is end of day
> tomorrow, 12/9/22. We will be sending out updates each day this week.
> Please reach out to Michelle Kenaga and I with any discrepancies. Please
> note and changes made after the report has been generated will reflect on
> the following report sent out. Quick reminder that new check payors require
> Tads approval. Check approvals should be uploaded to the client profile in
> ClearCare.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1YhteLHLeaiQgAYUpHYUrMCCr5nRG0gLq/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
> to review the updated audit tracker.
>
>
>
>
>
> We have added a new breakout by division specific to high priority items
> so it easier to see where each division stands. Let us know if you have any
> questions.
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Wednesday, December 7, 2022 3:16 PM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* RE: 12/7/22- New Client Audit Results- Action Required
>
>
>
> Hi All,
>
>
>
> The deadline to collect missing forms for November starts is 12/9/22. We
> will be sending out updates each day this week. Please reach out to
> Michelle Kenaga and I with any discrepancies. Payment Authorization forms
> received with invalid card numbers; routing/account numbers are not counted
> as missing, only forms truly missing or submitted blank are counted. Quick
> reminder that new check payors require Tads approval. Check approvals
> should be uploaded to the clients profile in ClearCare.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1eJm5cCHg2DMwRujDVO-3rpOQmflkkjKk/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
>
>
> We have added a new breakout by division specific to high priority items
> so it easier to see where each division stands. Let us know if you have any
> questions.
>
>
>
>
>
>
>
>
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Tuesday, December 6, 2022 11:35 AM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
> *Subject:* RE: 12/5/22- New Client Audit Results- Action Required
>
>
>
> Hi All,
>
>
>
> The deadline to collect missing forms for November starts is 12/9/22. We
> will be sending out updates each day this week. Please reach out to
> Michelle Kenaga and I with any discrepancies. Payment Authorization forms
> received with invalid card numbers; routing/account numbers are not counted
> as missing, only forms truly missing or submitted blank are counted. Quick
> reminder that per Tad checks are no longer an accepted method of payment
> for Fiduciary or Trustee payers absent approval. We have added a new
> breakout by division specific to high priority items so it easier to see
> where each division stands.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1ORL9tN7gl4aW5oAtZdhVTevlJZrlqydU/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
>
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, December 5, 2022 2:43 PM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@thekey.com>; 'Matt Nyberg' <mnyberg@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>; llarson@thekey.com
> *Subject:* 12/5/22- New Client Audit Results- Action Required
>
>
>
> Hi All,
>
>
>
> The deadline to collect missing forms for November starts is 12/9/22.
> Please reach out to Michelle Kenaga and I with any discrepancies. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted. Quick reminder that per Tad checks are no longer an
> accepted method of payment for Fiduciary or Trustee payers.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1gXyopg0OsfpLXVKzpJTtRCZpUBqSeArb/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started October on are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
> Thank you,
>
> Kristy
>
>
>
> *From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
> *Sent:* Monday, November 28, 2022 1:16 PM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>;
> 'Bri Bailey' <bbailey@thekey.com>
> *Subject:* 11/28/22- New Client Audit Results- Action Required
>
>
>
> Hi All,
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out to Michelle Kenaga and I with any discrepancies. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted. Quick reminder that per Tad checks are no longer an
> accepted method of payment for Fiduciary or Trustee payers.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1HmIMK_ZcJGTPH0uhDlJPUhNSYdY3T8HM/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started October on are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
> Thanks,
>
> Kristy
>
>
>
>
>
>
>
> *From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
> *Sent:* Thursday, November 10, 2022 12:33 PM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Kristy Poyner' <
> kristy.poyner@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri
> Bailey' <bbailey@thekey.com>
> *Subject:* 11/10/22- New Client Audit Results- Action Required
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out to Elizabeth Clark and I with any discrepancies. The deadline
> to collect missing forms for October starts is 11/9/22. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted.
>
>
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/13fEhZV1m2dx9QBc0eAMTbW7CNQWn3aOy/edit?usp=share_link&ouid4800972143035191906&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
> *Michelle Kenaga*
>
> Supervisor, Accounts Receivable
>
> Direct line: (408) 831-0579
>
> michelle.kenaga@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
> *Sent:* Wednesday, November 9, 2022 11:18 AM
> *To:* michelle.kenaga@thekey.com; eclark@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>;
> peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi
> Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>
> *Subject:* 11/09/22- New Client Audit Results- Action Required
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out to Elizabeth Clark and I with any discrepancies. The deadline
> to collect missing forms for October starts is 11/9/22. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted.
>
>
>
> If you sent me any updates today these will be reflected tomorrow as we
> will be sending out an update each day this week.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1sLUOmI9XLTxjeoRXgXjebhr4HR3nXHlr/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
>
>
> *Michelle Kenaga*
>
> Supervisor, Accounts Receivable
>
> Direct line: (408) 831-0579
>
> michelle.kenaga@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
> *Sent:* Tuesday, November 8, 2022 12:34 PM
> *To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
> Regional Operation Directors' <
> northeastcanada-regional-operation-directors@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>; peter.dacosta@thekey.com; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <
> bkou@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>;
> carol.miller@thekey.com; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy
> Goffredo' <cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>
> *Subject:* 11/08/22- New Client Audit Results- Action Required
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out to Elizabeth Clark and I with any discrepancies. The deadline
> to collect missing forms for October starts is 11/9/22. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted.
>
>
>
> If you sent me any updates today these will be reflected tomorrow as we
> will be sending out an update each day this week.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1BPrhgAIUuUfRsp3j8UtAXmQXYedKd_qo/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
> *Michelle Kenaga*
>
> Supervisor, Accounts Receivable
>
> Direct line: (408) 831-0579
>
> michelle.kenaga@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
> *Sent:* Monday, November 7, 2022 10:35 AM
> *To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
> Regional Operation Directors' <
> northeastcanada-regional-operation-directors@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>; peter.dacosta@thekey.com; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <
> bkou@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>;
> carol.miller@thekey.com; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy
> Goffredo' <cathy.goffredo@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>; '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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@thekey.com; 'Chen Xie' <
> chen@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>
> *Subject:* 11/07/22- New Client Audit Results- Action Required
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out to Elizabeth Clark and I with any discrepancies. The deadline
> to collect missing forms for October starts is 11/9/22. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1Pkm-j6Ahb_Qiqol6nL31cPu0ho1ZKnUh/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
> *Michelle Kenaga*
>
> Supervisor, Accounts Receivable
>
> Direct line: (408) 831-0579
>
> michelle.kenaga@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
> *Sent:* Monday, October 31, 2022 1:32 PM
> *To:* eclark@thekey.com; 'Northeast/Canada Regional Operation Directors' <
> northeastcanada-regional-operation-directors@thekey.com>; 'Gayle
> Soulides' <gsoulides@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>; 'Ginger McVeigh' <ginger.mcveigh@thekey.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>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>; 'Michelle Kenaga' <michelle.kenaga@thekey.com>
> *Subject:* RE: 10/31/22- New Client Audit Results- Action Required
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out to Elizabeth Clark and I with any discrepancies. The deadline
> to collect missing forms for October starts is 11/9/22. Payment
> Authorization forms received with invalid card numbers; routing/account
> numbers are not counted as missing, only forms truly missing or submitted
> blank are counted.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1LB4KPSd-d0WFjYUfwKsibnW8DF-ogCbD/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
> *Michelle Kenaga*
>
> Supervisor, Accounts Receivable
>
> Direct line: (408) 831-0579
>
> michelle.kenaga@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> *From:* eclark@thekey.com <eclark@thekey.com>
> *Sent:* Tuesday, October 25, 2022 8:31 AM
> *To:* 'Northeast/Canada Regional Operation Directors' <
> northeastcanada-regional-operation-directors@thekey.com>; 'Gayle
> Soulides' <gsoulides@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>; 'Ginger McVeigh' <ginger.mcveigh@thekey.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>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.com>; dmockenhaupt@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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>; 'Michelle Kenaga' <michelle.kenaga@thekey.com>
> *Subject:* 10/25/22- New Client Audit Results- Action Required
> *Importance:* High
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out with any discrepancies. The deadline to collect missing forms
> for October starts is 11/4/22. Payment Authorization forms received with
> invalid card numbers; routing/account numbers are not counted as missing,
> only forms truly missing or submitted blank are counted.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/16tDaWvH6jmnU4BJvLbJj6i2r0CwYxKSK/edit?usp=sharing&ouid4633849602778058975&rtpof=true&sd=true>
> to review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
> Kind regards-
>
>
>
> Elizabeth Clark
>
> *Sr. Manager, Continuous Improvement *
>
> *TheKey*
>
> Office|Cell : 619-822-4855
>
> eclark@thekey.com
>
>
>
> *TheKey.com <https://www.thekey.com/>*
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
>
>
>
>
>
> *From:* eclark@thekey.com <eclark@thekey.com>
> *Sent:* Monday, October 17, 2022 4:41 AM
> *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>; 'Ginger McVeigh' <ginger.mcveigh@thekey.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>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>; 'Michelle Kenaga' <michelle.kenaga@thekey.com>
> *Subject:* 10/16/22- New Client Audit Results- Action Required
> *Importance:* High
>
>
>
> Hello All-
>
>
>
> Thank you for your continued feedback & engagement in reviewing the audit
> tracker and supporting information! We’ve updated the format, reduced the
> content, and sorted the data for your convenience. The new layout should
> make it simple to view for your respective focus area and as always, please
> reach out with any discrepancies.
>
>
>
> Please click here
> <https://docs.google.com/spreadsheets/d/1oLtyX9fW-8IOHs18_i3ZJonri4bXWYG8/edit?usp=sharing&ouid4633849602778058975&rtpof=true&sd=true>to
> review the audit tracker.
>
>
>
> *Updates:*
>
>    - We’ve removed Tag’s from the audit tracker
>    - The file is sorted for you in the following order
>       - Division> Region> Location> Priority> First Completed Shift date
>    - Clients whose care started in October are highlighted yellow
>
>
>
> *Support from Finance with High Priority Clients:*
>
>    - Collections will be reaching out to the CSM teams Tuesday – Friday
>    of each week to support the collection of Payment Authorization forms with
>    failed Card/ACH account information.
>    - Collectors will not address or request missing Client Consent
>    agreements from clients
>       - Keep in mind some of these clients are missing both forms. As a
>       result, it’s important the local offices partner with collections on the
>       best approach for each client so our communication is crisp.
>
>
>
> *Clients in Medium or Low Priority status will not be contacted by
> Collections for failed Card/ACH information, missing Payment Authorization
> forms, or Client Consent Agreements. *It is up to the local team(s) to
> ensure these documents are collected before a client moves to High Priority
> (i.e., is scheduled or starts care).
>
>
>
>
>
>
>
>
>
> Kind regards-
>
>
>
> Elizabeth Clark
>
> *Sr. Manager, Continuous Improvement *
>
> *TheKey*
>
> Office|Cell : 619-822-4855
>
> eclark@thekey.com
>
>
>
> *TheKey.com <https://www.thekey.com/>*
>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
>
>
>
>
>
> *From:* eclark@thekey.com <eclark@thekey.com>
> *Sent:* Monday, October 10, 2022 12:17 PM
> *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>; 'Ginger McVeigh' <ginger.mcveigh@thekey.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>; 'Amy Harris' <
> aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger
> McVeigh' <ginger.mcveigh@thekey.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>; 'Matthew Neal' <mneal@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>; 'Karoline Da Silva' <
> ksilva@tenderrose.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>; 'Beth Popolizio' <bpopolizio@thekey.com>;
> 'Jennifer Allen' <jallen@thekey.com>; 'Lito Delapena' <
> lito.delapena@thekey.com>; 'Michelle Kenaga' <michelle.kenaga@thekey.com>
> *Subject:* New Client Audit Results- Action Required by 10/14
>
>
>
> Hello Everyone,
>
>
>
> Please see to review the linked spreadsheet here
> <https://docs.google.com/spreadsheets/d/1GkTjARFow4em2YshXsIWjTcem_qY7RrR/edit?usp=sharing&ouid4633849602778058975&rtpof=true&sd=true>
> to review the results of the audit for clients moved to an Activated status
> in ClearCare 9/26 & prior. Please make note of the updates made to the
> statuses & data in the file, described below, based on the feedback we’ve
> received over the last few weeks. We appreciate the feedback! Kindly avoid
> copying me or sending me direct updates regarding your clients. Once your
> clients are updated, they will be re-audited (we work the list daily) and
> fall off the list.  You are encouraged to reach out and ask questions if
> something is unclear or if you disagree with how your
>
> client is categorized so we can chat through approved exceptions where
> applicable.
>
>
>
> If you disagree with how any client is flagged on the audit, or have
> questions, please let me know.
>
>
>
> *Updates to the Audit:*
>
>    - Region is now available within the tracker for ease of use
>    - Onboarding Guide now has Facility & Community Requirements
>
>
>
> As a reminder, our auditors will review a new set of clients on Monday
> 10/10, which will have clients activated September 30th - October 6th,
> 2022.
>
>
>
> *New Audit Statuses:*
>
>    - Scheduled & Started
>    - Future Start Dates
>    - No Scheduled Dates <30 (Client activated less than 30 days ago)
>    - Review for Deactivation >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’re
>       deactivated when appropriate.
>
>
>
> *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 “client will pay by check” written on it,
>       your divisional leader & Gary Scott should have already approved check
>       payments and be noted on that PAF.
>
>
>
> Note ** Only clients marked as Not Loaded, Not Signed, and
> Incomplete/Missing information will be tracked for October starts as it
> pertains to Tad’s announcement
>
>
>
>
>
> Kind regards-
>
>
>
> Elizabeth Clark
>
> *Sr. Manager, Continuous Improvement *
>
> *TheKey*
>
> Office|Cell : 619-822-4855
>
> eclark@thekey.com
>
>
>
> *TheKey.com <https://www.thekey.com/>*
>
>
>
>