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&ouid=105818710600521483923&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&ouid=105818710600521483923&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 <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, December 12, 2022 12:21 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto: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&ouid=105818710600521483923&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 <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Friday, December 9, 2022 11:42 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto: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&ouid=105818710600521483923&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 <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Thursday, December 8, 2022 11:36 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto: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&ouid=105818710600521483923&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 <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Wednesday, December 7, 2022 3:16 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto: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&ouid=105818710600521483923&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 <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Tuesday, December 6, 2022 11:35 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto:llarson@thekey.com> ; tsmith@thekey.com <mailto: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&ouid=105818710600521483923&rtpof=true&sd=true>  to review the audit tracker.

 

 

 



 

Thank you,

Kristy

 

 

From: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, December 5, 2022 2:43 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto:bbailey@thekey.com> >; llarson@thekey.com <mailto: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&ouid=105818710600521483923&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 <mailto:kristy.poyner@thekey.com>  <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> > 
Sent: Monday, November 28, 2022 1:16 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto: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&ouid=105818710600521483923&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 <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Thursday, November 10, 2022 12:33 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Kristy Poyner' <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Bri Bailey' <bbailey@thekey.com <mailto: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&ouid=114800972143035191906&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 <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Wednesday, November 9, 2022 11:18 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto: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&ouid=114800972143035191906&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 <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Tuesday, November 8, 2022 12:34 PM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto: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&ouid=114800972143035191906&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 <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Monday, November 7, 2022 10:35 AM
To: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> ; eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> ; 'Chen Xie' <chen@thekey.com <mailto:chen@thekey.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto: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&ouid=114800972143035191906&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 <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com>  <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> > 
Sent: Monday, October 31, 2022 1:32 PM
To: eclark@thekey.com <mailto:eclark@thekey.com> ; 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'David Durbin' <david.durbin@thekey.com <mailto:david.durbin@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Chen Xie' <chen@homecareassistance.com <mailto:chen@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Charlie Ferro' <cferro@thekey.com <mailto:cferro@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; laura.hintz@thekey.com <mailto:laura.hintz@thekey.com> ; 'Peggy Anderson' <panderson@homecareassistance.com <mailto:panderson@homecareassistance.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto: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&ouid=114800972143035191906&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 <mailto:michelle.kenaga@thekey.com>  

 <https://homecareassistance.com/> 

 

From: eclark@thekey.com <mailto:eclark@thekey.com>  <eclark@thekey.com <mailto:eclark@thekey.com> > 
Sent: Tuesday, October 25, 2022 8:31 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'David Durbin' <david.durbin@thekey.com <mailto:david.durbin@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Chen Xie' <chen@homecareassistance.com <mailto:chen@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Charlie Ferro' <cferro@thekey.com <mailto:cferro@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; laura.hintz@thekey.com <mailto:laura.hintz@thekey.com> ; 'Peggy Anderson' <panderson@homecareassistance.com <mailto:panderson@homecareassistance.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> 
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto: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&ouid=114633849602778058975&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

 <mailto:eclark@thekey.com> eclark@thekey.com 

 

 <https://www.thekey.com/> TheKey.com

 

 <https://homecareassistance.com/> 

 

	

 

 

 

 

From: eclark@thekey.com <mailto:eclark@thekey.com>  <eclark@thekey.com <mailto:eclark@thekey.com> > 
Sent: Monday, October 17, 2022 4:41 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'David Durbin' <david.durbin@thekey.com <mailto:david.durbin@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Chen Xie' <chen@homecareassistance.com <mailto:chen@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Charlie Ferro' <cferro@thekey.com <mailto:cferro@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; laura.hintz@thekey.com <mailto:laura.hintz@thekey.com> ; 'Peggy Anderson' <panderson@homecareassistance.com <mailto:panderson@homecareassistance.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto: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&ouid=114633849602778058975&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

 <mailto:eclark@thekey.com> eclark@thekey.com 

 

 <https://www.thekey.com/> TheKey.com

 

 <https://homecareassistance.com/> 

 

	

 

 

 

 

From: eclark@thekey.com <mailto:eclark@thekey.com>  <eclark@thekey.com <mailto:eclark@thekey.com> > 
Sent: Monday, October 10, 2022 12:17 PM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'David Durbin' <david.durbin@thekey.com <mailto:david.durbin@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Chen Xie' <chen@homecareassistance.com <mailto:chen@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Charlie Ferro' <cferro@thekey.com <mailto:cferro@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; laura.hintz@thekey.com <mailto:laura.hintz@thekey.com> ; 'Peggy Anderson' <panderson@homecareassistance.com <mailto:panderson@homecareassistance.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Matthew Neal' <mneal@thekey.com <mailto:mneal@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto: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&ouid=114633849602778058975&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

 <mailto:eclark@thekey.com> eclark@thekey.com 

 

 <https://www.thekey.com/> TheKey.com

 

 <https://homecareassistance.com/> 

 

	

 

 

 

From: eclark@thekey.com <mailto:eclark@thekey.com>  <eclark@thekey.com <mailto:eclark@thekey.com> > 
Sent: Tuesday, October 4, 2022 10:08 AM
To: 'Northeast/Canada Regional Operation Directors' <northeastcanada-regional-operation-directors@thekey.com <mailto:northeastcanada-regional-operation-directors@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'David Durbin' <david.durbin@thekey.com <mailto:david.durbin@thekey.com> >; 'Angie Markwell' <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >; 'Chen Xie' <chen@homecareassistance.com <mailto:chen@homecareassistance.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Bobby Kou' <bkou@homecareassistance.com <mailto:bkou@homecareassistance.com> >; 'Ginger McVeigh' <ginger.mcveigh@thekey.com <mailto:ginger.mcveigh@thekey.com> >; carol.miller@thekey.com <mailto:carol.miller@thekey.com> ; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Charlie Ferro' <cferro@thekey.com <mailto:cferro@thekey.com> >; 'Christa Chalfa' <cchalfa@homecareassistance.com <mailto:cchalfa@homecareassistance.com> >; 'Gail Carboy' <gcarboy@thekey.com <mailto:gcarboy@thekey.com> >; 'James Buscemi' <jbuscemi@thekey.com <mailto:jbuscemi@thekey.com> >; jmuskat@homecareassistance.com <mailto:jmuskat@homecareassistance.com> ; 'Kim Kranwinkel' <kimberly.kranwinkel@thekey.com <mailto:kimberly.kranwinkel@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; laura.hintz@thekey.com <mailto:laura.hintz@thekey.com> ; 'Peggy Anderson' <panderson@homecareassistance.com <mailto:panderson@homecareassistance.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> ; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Jay Skypeck' <jason.skypeck@thekey.com <mailto:jason.skypeck@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> ; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Pete DaCosta' <peter.dacosta@thekey.com <mailto:peter.dacosta@thekey.com> >; 'Timothy Thompson-Cook' <timothy.thompsoncook@thekey.com <mailto:timothy.thompsoncook@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >
Cc: 'Gary Scott' <gscott@thekey.com <mailto:gscott@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Benjamin Lewis' <benjamin.lewis@thekey.com <mailto:benjamin.lewis@thekey.com> >; 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Mandi Cheslock' <mcheslock@thekey.com <mailto:mcheslock@thekey.com> >; 'Beth Popolizio' <bpopolizio@thekey.com <mailto:bpopolizio@thekey.com> >; 'Jennifer Allen' <jallen@thekey.com <mailto:jallen@thekey.com> >
Subject: New Client Audit Results- Action Required by 10/7
Importance: High

 

Hello Everyone,

 

Please see linked spreadsheet <https://docs.google.com/spreadsheets/d/15FcWywG1ZqG0yplRmTK3A3-WdNToG2_0/edit?usp=sharing&ouid=114633849602778058975&rtpof=true&sd=true>  to review 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. 

 

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. One more week until we’re auditing October activations!

 

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

 

New Tags Statuses:

*	Not Tagged/Tagged Correctly
*	Pending PAF Validation/Upload

 

 



 

 

The attached FAQ has our current guidelines surrounding new cilent onboarding and frequently asked Billing & Receivable questions, please let us know your thoughts!

Kind regards-

 

Elizabeth Clark 

Sr. Manager, Continuous Improvement 

TheKey

Office|Cell : 619-822-4855

 <mailto:eclark@thekey.com> eclark@thekey.com 

 

 <https://www.thekey.com/> TheKey.com

 

 <https://homecareassistance.com/> 

 

	

 

 

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