--0000000000005a25c4062de33fd4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi DeAnna Will do. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Tue, Feb 11, 2025 at 2:54=E2=80=AFPM DeAnna Brown wrote: > Hi Amanda, > > I see that the CCA was uploaded into Clearcare for this client, but we ar= e > missing a PAF. Can you please let me know once the PAF has been uploaded > into Clearcare? > > Thank you! > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Sun, 9 Feb at 11:17 PM , Anne Montouri > wrote: > > Date Created NetSuite ID Clearcare ID Caretree ID Patient Name Division > Region location URL Priority First Completed Shift Date Start Month Norma= l > Bill Rate on CCA 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? Specia= l > 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 Authorization on > File? > (As of last audit) PAF Comment Date PAF was uploaded Date PAF was signed = Wet-Sign > or E-Sign CCA signed by a Power of Attorney (POA)? "Email Invoices" and > Payer Contacts Added to Versapay LTC/LTC AOB Tag, on Consent Agreement or > on Payment Auth Form > Email LTCi@thekey.com Ticket# created - notified to LTC Payment Method > Added to Versapay (All should be added to Autopay) Is Client Enrolled in > Autopay? Do not apply Credit Card surcharge? CC PAF Form Redacted? Clien= t/Payer > Invited to Versapay? Deposit or Advanced Payment Needs Processing Tag > Added in NetSuite? Interest seen on CCA? Last Audited By Last Audited On = FIN > Welcome Call Ticket# PSG Comments Deactivated? Open Balance > 2/7/2025 165131 > 1000000000080998 > Anne Montouri Canada Canada Oakville Home Care Assistance GTA West > 2/3/2025 Feb No CCA No Yes Started Not Loaded Not Loaded No Not Loaded No= t > Loaded Not on file Not Loaded Not on file Not Loaded Complete Not > Applicable See PAF Status No Signed PAF on File Not Required Not Required > Yes No Deposit or Advanced Payment Needed No info - Tagged PP Not Loaded = Madel > Cuadra 2/9/2025 > 2/9 - 1st Audit : Has completed shift schedule in the past, No CCA, No > PAF, No PT, Tagged as Private Pay in NS - MC > $0.00 > > Checklist Check List Type Agent Answer > Client Tag Private Pay > > Net Terms Net 2 > Billing Frequency Weekly > Bill Rate > > ACH/CC Ending > > CCA & PAF Name Match Y/N > CSM Name > > Clien