----==_mimepart_67f91a60bd828_2143f8d2c10813465085074 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you Timothy.=C2=A0 Laszlo, =C2=A0this client has one day of ser= vice scheduled at the end of the month and he does not want to pay for su= rcharges on his card. Timothy has approved the waiving of the surcharge. = Can you please let me know if you approve as well? Thank you, DeA= nna Brown Finance Onboarding Analyst III |=C2=A0TheKey ltci@thekey.com=C2= =A0 Long Term Care Insurance Customer Service - (855)-205-8007 Long Ter= m Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702= = = On Tue, 8 Apr at 2:05 PM , TheKey Support wro= te: Approved given it's a small client. Should h= e come on for ongoing service, let's move him to PAD. Thanks = = = On Tue, Apr 8, 2025 at 1:37=E2=80=AFPM Sharon Speirs wrote: = = = = Hi DeAnna = Thank you = I will ask Tim for the approval as this is only a once in awhile client = - we are just doing this one time thing but he has a big voice in the com= munity and he said no way to the surcharge=C2=A0 = Tim please let me know If you can approve this so we can take him to his= appointment on April 30th . = Sharon = = = Sharon, Speirs = General Manager = Vancouver, BC = Office: 778.279.3634 = sspeirs@thekey.com = = TheKey.ca=C2=A0=C2=A0 = = = = = = = = = = = = = = = = On Tue, Apr 8, 2025 at 7:45=E2=80=AFAM DeAnna Brown wrote: = = = = = Hi Sharon, = = I noticed the note you added to the client=E2=80=99s PAF form=E2=80=94ju= st a quick heads-up that the form used was an older version. All current = PAFs across subsidiaries include the 2.7% surcharge. = = If a client prefers not to pay the surcharge, pre-authorized debit infor= mation must be obtained instead. If the fee needs to be waived, it requir= es approval from both Timothy Thomas and Laszlo Kovacs. = = Let me know if you have any questions! = = Best, = = = DeAnna Brown = = Finance Onboarding Analyst III |=C2=A0TheKey = ltci@thekey.com=C2=A0 = Long Term Care Insurance Customer Service - (855)-205-8007 = Long Term Care Insurance Fax - (813) 693-5625 = Billing@thekey.com = = 866-226-1702 = = =E2=80=8B = = = = = = On Mon, 7 Apr at 6:29 PM , Philip Lord <> wrote: = Date Created = NetSuite ID = Clearcare ID = Caretree ID = Patient Name = Division = Region = location = URL = Priority = First Completed Shift Date = Start Month = Normal Bill Rate on CCA=C2=A0 = Bill Rate on CCA Match Client Billing Policy? = Bill Rate on CCA Match First Scheduled Shift? = Is OT Verbiage included in CCA? = Does OT in Billing Policy Match Agency OT Settings? = Current Status = Date Completed/ Identified Deactivated = Initial Audit- Signed Consent Agreement or contract on File? = Initial Audit- Payment Authorization on File? = Special Handling Alert? = Signed Consent Agreement or Contract on File? (As of last audit) = Current Consent Agreement? = CCA Comment = Date CCA was uploaded = Date CCA was signed = Wet-Sign or E-Sign = Payment Aut