Fwd: 12/30/22- New Client Audit Results- Action Required
- From
- Angie Markwell <angie.markwell@thekey.com>
- To
- "Northeast/Canada Regional Operation Directors" <northeastcanada-regional-operation-directors@thekey.com>
- Date
- Fri, 30 Dec 2022 23
- Folder
- INBOX
📎 image002.png; image003.jpg; image004.jpg; image005.png; image006.png; image007.png; image008.png; image009.jpg; image010.jpg; image011.jpg; image012.png; image013.jpg; image014.jpg; image015.jpg; image016.jpg; image017.jpg; image018.png; image019.jpg; image020.png; image021.png; image022.jpg; Client_Onboarding_Guide - Updated.docx
Team if you have someone on the list please get them off the list next week
when you are back in the office. Lets start the year at 0 and stay on top
of this - need to hold the teams accountable to doing this the expected way
in 2023. If you have someone on the list next year I will want to know who
did it and why - I need the managers holding the teams to the process
please. Thanks
From: <kristy.poyner@thekey.com>
Date: Fri, Dec 30, 2022 at 2:20 PM
Subject: 12/30/22- New Client Audit Results- Action Required
To: Northeast/Canada Regional Operation Directors <
northeastcanada-regional-operation-directors@thekey.com>, Coddye
Ring-Noonan <coddye.ringnoonan@thekey.com>, Gayle Soulides <
gsoulides@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Angie
Markwell <angie.markwell@thekey.com>, Ginger McVeigh <
ginger.mcveigh@thekey.com>, Audra Williams <audraw@thekey.com>, Alicia
Broussard <abroussard@thekey.com>, Alisha Wise <awise@thekey.com>, Amy
Harris <aharris@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>,
Bobby Kou <bkou@homecareassistance.com>, <carol.miller@thekey.com>, Cassi
Gilkeson <cgilkeson@thekey.com>, Cathy Goffredo <cathy.goffredo@thekey.com>,
Christa Chalfa <cchalfa@homecareassistance.com>, James Buscemi <
jbuscemi@thekey.com>, <jmuskat@homecareassistance.com>, Kim Kranwinkel <
kimberly.kranwinkel@thekey.com>, Kimberly Guerci <kguerci@thekey.com>,
Triff Cook <triff@thekey.com>, Yukari Roberts <yroberts@thekey.com>, <
bethann.rosario@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>,
Claudia Hernandez <chernandez@thekey.com>, Matthew Neal <mneal@thekey.com>,
Jennifer Piper <jennifer.piper@thekey.com>, Jessica Pascasio <
jpascasio@thekey.com>, Pete DaCosta <peter.dacosta@thekey.com>, Timothy
Thompson-Cook <timothy.thompsoncook@thekey.com>, Karoline Da Silva <
ksilva@tenderrose.com>, <dmockenhaupt@thekey.com>, Chen Xie <chen@thekey.com>,
Matt Nyberg <mnyberg@thekey.com>, Leigh Smith <leigh.bryantsmith@thekey.com>,
<krichard@thekey.com>
Cc: Gary Scott <gscott@thekey.com>, Mandi Cheslock <mcheslock@thekey.com>,
Benjamin Lewis <benjamin.lewis@thekey.com>, Sarah Powers <spowers@thekey.com>,
Beth Popolizio <bpopolizio@thekey.com>, Jennifer Allen <jallen@thekey.com>,
Alan Badger <abadger@thekey.com>, Bri Bailey <bbailey@thekey.com>, <
llarson@thekey.com>, <tsmith@thekey.com>, <michelle.kenaga@thekey.com>, <
eclark@thekey.com>
Hello Everyone,
Attached below are the updated New Client Audit Results. The deadline for
December commissions is next Friday, January 6th. Updated spreadsheets will
be sent Tuesday-Friday next week. Please reach out to Michelle Kenaga and I
with any discrepancies. Please note and changes made after the report has
been generated will reflect on the following report. Quick reminder that
new check payors require Tads approval. Check approvals should be uploaded
to the client profile in ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/1PaAXT81wLhpZ3Uu5lTsXYjNQHK2xGV4u/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
to review the updated audit tracker.
Let us know if you have any questions.
Have a wonderful weekend and Happy New Year!
Thanks,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Tuesday, December 27, 2022 11:42 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'James Buscemi' <
jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
krichardaza@thekey.com; bethann.rosario@thekey.com; 'Alisha Wise' <
awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia
Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>;
peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>;
'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <
peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>; njoneshronis@thekey.com.; 'Leigh Smith' <
leigh.bryantsmith@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* 12/27/22- New Client Audit Results- Action Required
Hello Everyone,
I hope you all had a spectacular Holiday weekend!
Attached below are todays updated New Client Audit Results. Please reach
out to Michelle Kenaga and I with any discrepancies. Please note and
changes made after the report has been generated will reflect on the
following report sent out. Quick reminder that new check payors require
Tads approval. Check approvals should be uploaded to the client profile in
ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/1rL9c1c_Dg1lngEpbh7Peaqk0LMO5oHKd/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
to review the updated audit tracker.
Let us know if you have any questions.
Thanks,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Monday, December 19, 2022 12:19 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'James Buscemi' <
jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>; njoneshronis@thekey.com.
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* RE: 12/12/22- New Client Audit Results- Action Required
Hello and happy Monday everyone,
Attached below are todays updated New Client Audit Results. Please reach
out to Michelle Kenaga and I with any discrepancies. Please note and
changes made after the report has been generated will reflect on the
following report sent out. Quick reminder that new check payors require
Tads approval. Check approvals should be uploaded to the client profile in
ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/1hVgHqKk8fvuGKyR87gKSRNAQtltxqfOw/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
to review the updated audit tracker.
We have added a new breakout by division specific to high priority items so
it easier to see where each division stands. Let us know if you have any
questions.
Thanks,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Monday, December 12, 2022 12:21 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* 12/12/22- New Client Audit Results- Action Required
Hello everyone,
Attached are todays updated New Client Audit Results. Please reach out to
Michelle Kenaga and I with any discrepancies. Please note and changes made
after the report has been generated will reflect on the following report
sent out. Quick reminder that new check payors require Tads approval. Check
approvals should be uploaded to the client profile in ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/10W5OE10mxA6iW77M9O-CcID23p8szSVI/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
to review the updated audit tracker.
We have added a new breakout by division specific to high priority items so
it easier to see where each division stands. Let us know if you have any
questions.
Thank you,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Friday, December 9, 2022 11:42 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* 12/9/22- New Client Audit Results- Action Required
Hi All,
The deadline to collect missing forms for November starts is end of day
today, 12/9/22. Please reach out to Michelle Kenaga and I with any
discrepancies. Please note and changes made after the report has been
generated will reflect on the following report sent out. Quick reminder
that new check payors require Tads approval. Check approvals should be
uploaded to the client profile in ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/15xMpJqBMvUi5H2FLhus8KsSGYrMXYeLJ/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
to review the updated audit tracker.
We have added a new breakout by division specific to high priority items so
it easier to see where each division stands. Let us know if you have any
questions.
Thanks,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Thursday, December 8, 2022 11:36 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* 12/8/22- New Client Audit Results- Action Required
Hi All,
The deadline to collect missing forms for November starts is end of day
tomorrow, 12/9/22. We will be sending out updates each day this week.
Please reach out to Michelle Kenaga and I with any discrepancies. Please
note and changes made after the report has been generated will reflect on
the following report sent out. Quick reminder that new check payors require
Tads approval. Check approvals should be uploaded to the client profile in
ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/1YhteLHLeaiQgAYUpHYUrMCCr5nRG0gLq/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
to review the updated audit tracker.
We have added a new breakout by division specific to high priority items so
it easier to see where each division stands. Let us know if you have any
questions.
Thank you,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Wednesday, December 7, 2022 3:16 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* RE: 12/7/22- New Client Audit Results- Action Required
Hi All,
The deadline to collect missing forms for November starts is 12/9/22. We
will be sending out updates each day this week. Please reach out to
Michelle Kenaga and I with any discrepancies. Payment Authorization forms
received with invalid card numbers; routing/account numbers are not counted
as missing, only forms truly missing or submitted blank are counted. Quick
reminder that new check payors require Tads approval. Check approvals
should be uploaded to the clients profile in ClearCare.
Please click here
<https://docs.google.com/spreadsheets/d/1eJm5cCHg2DMwRujDVO-3rpOQmflkkjKk/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
to review the audit tracker.
We have added a new breakout by division specific to high priority items so
it easier to see where each division stands. Let us know if you have any
questions.
Thanks,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Tuesday, December 6, 2022 11:35 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com; tsmith@thekey.com
*Subject:* RE: 12/5/22- New Client Audit Results- Action Required
Hi All,
The deadline to collect missing forms for November starts is 12/9/22. We
will be sending out updates each day this week. Please reach out to
Michelle Kenaga and I with any discrepancies. Payment Authorization forms
received with invalid card numbers; routing/account numbers are not counted
as missing, only forms truly missing or submitted blank are counted. Quick
reminder that per Tad checks are no longer an accepted method of payment
for Fiduciary or Trustee payers absent approval. We have added a new
breakout by division specific to high priority items so it easier to see
where each division stands.
Please click here
<https://docs.google.com/spreadsheets/d/1ORL9tN7gl4aW5oAtZdhVTevlJZrlqydU/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
to review the audit tracker.
Thank you,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Monday, December 5, 2022 2:43 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>; 'Matt Nyberg' <
mnyberg@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>; llarson@thekey.com
*Subject:* 12/5/22- New Client Audit Results- Action Required
Hi All,
The deadline to collect missing forms for November starts is 12/9/22.
Please reach out to Michelle Kenaga and I with any discrepancies. Payment
Authorization forms received with invalid card numbers; routing/account
numbers are not counted as missing, only forms truly missing or submitted
blank are counted. Quick reminder that per Tad checks are no longer an
accepted method of payment for Fiduciary or Trustee payers.
Please click here
<https://docs.google.com/spreadsheets/d/1gXyopg0OsfpLXVKzpJTtRCZpUBqSeArb/edit?usp=share_link&ouid5818710600521483923&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started October on are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
Thank you,
Kristy
*From:* kristy.poyner@thekey.com <kristy.poyner@thekey.com>
*Sent:* Monday, November 28, 2022 1:16 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Bri Bailey' <
bbailey@thekey.com>
*Subject:* 11/28/22- New Client Audit Results- Action Required
Hi All,
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Michelle Kenaga and I with any discrepancies. Payment
Authorization forms received with invalid card numbers; routing/account
numbers are not counted as missing, only forms truly missing or submitted
blank are counted. Quick reminder that per Tad checks are no longer an
accepted method of payment for Fiduciary or Trustee payers.
Please click here
<https://docs.google.com/spreadsheets/d/1HmIMK_ZcJGTPH0uhDlJPUhNSYdY3T8HM/edit?usp=sharing&ouid5818710600521483923&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started October on are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
Thanks,
Kristy
*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Thursday, November 10, 2022 12:33 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Kristy Poyner' <kristy.poyner@thekey.com>; 'Alan
Badger' <abadger@thekey.com>; 'Bri Bailey' <bbailey@thekey.com>
*Subject:* 11/10/22- New Client Audit Results- Action Required
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.
Please click here
<https://docs.google.com/spreadsheets/d/13fEhZV1m2dx9QBc0eAMTbW7CNQWn3aOy/edit?usp=share_link&ouid4800972143035191906&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
*Michelle Kenaga*
Supervisor, Accounts Receivable
Direct line: (408) 831-0579
michelle.kenaga@thekey.com
[image: TheKey] <https://homecareassistance.com/>
*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Wednesday, November 9, 2022 11:18 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Coddye
Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>
*Subject:* 11/09/22- New Client Audit Results- Action Required
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.
If you sent me any updates today these will be reflected tomorrow as we
will be sending out an update each day this week.
Please click here
<https://docs.google.com/spreadsheets/d/1sLUOmI9XLTxjeoRXgXjebhr4HR3nXHlr/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
*Michelle Kenaga*
Supervisor, Accounts Receivable
Direct line: (408) 831-0579
michelle.kenaga@thekey.com
[image: TheKey] <https://homecareassistance.com/>
*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Tuesday, November 8, 2022 12:34 PM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>
*Subject:* 11/08/22- New Client Audit Results- Action Required
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.
If you sent me any updates today these will be reflected tomorrow as we
will be sending out an update each day this week.
Please click here
<https://docs.google.com/spreadsheets/d/1BPrhgAIUuUfRsp3j8UtAXmQXYedKd_qo/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
*Michelle Kenaga*
Supervisor, Accounts Receivable
Direct line: (408) 831-0579
michelle.kenaga@thekey.com
[image: TheKey] <https://homecareassistance.com/>
*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Monday, November 7, 2022 10:35 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>
*Subject:* 11/07/22- New Client Audit Results- Action Required
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.
Please click here
<https://docs.google.com/spreadsheets/d/1Pkm-j6Ahb_Qiqol6nL31cPu0ho1ZKnUh/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
*Michelle Kenaga*
Supervisor, Accounts Receivable
Direct line: (408) 831-0579
michelle.kenaga@thekey.com
[image: TheKey] <https://homecareassistance.com/>
*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Monday, October 31, 2022 1:32 PM
*To:* eclark@thekey.com; 'Northeast/Canada Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'David
Durbin' <david.durbin@thekey.com>; 'Angie Markwell' <
angie.markwell@thekey.com>; 'Chen Xie' <chen@homecareassistance.com>;
'Ginger McVeigh' <ginger.mcveigh@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; peter.dacosta@thekey.com; 'Amy Harris' <
aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>;
'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com;
'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
cathy.goffredo@thekey.com>; 'Charlie Ferro' <cferro@thekey.com>; 'Christa
Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <gcarboy@thekey.com>;
'James Buscemi' <jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim
Kranwinkel' <kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <
kguerci@thekey.com>; laura.hintz@thekey.com; 'Peggy Anderson' <
panderson@homecareassistance.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari
Roberts' <yroberts@thekey.com>; bethann.rosario@thekey.com; 'Alisha Wise' <
awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia
Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>;
peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>;
'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <
peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; 'Michelle
Kenaga' <michelle.kenaga@thekey.com>
*Subject:* RE: 10/31/22- New Client Audit Results- Action Required
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.
Please click here
<https://docs.google.com/spreadsheets/d/1LB4KPSd-d0WFjYUfwKsibnW8DF-ogCbD/edit?usp=sharing&ouid4800972143035191906&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
*Michelle Kenaga*
Supervisor, Accounts Receivable
Direct line: (408) 831-0579
michelle.kenaga@thekey.com
[image: TheKey] <https://homecareassistance.com/>
*From:* eclark@thekey.com <eclark@thekey.com>
*Sent:* Tuesday, October 25, 2022 8:31 AM
*To:* 'Northeast/Canada Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'David
Durbin' <david.durbin@thekey.com>; 'Angie Markwell' <
angie.markwell@thekey.com>; 'Chen Xie' <chen@homecareassistance.com>;
'Ginger McVeigh' <ginger.mcveigh@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; peter.dacosta@thekey.com; 'Amy Harris' <
aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>;
'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com;
'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
cathy.goffredo@thekey.com>; 'Charlie Ferro' <cferro@thekey.com>; 'Christa
Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <gcarboy@thekey.com>;
'James Buscemi' <jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim
Kranwinkel' <kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <
kguerci@thekey.com>; laura.hintz@thekey.com; 'Peggy Anderson' <
panderson@homecareassistance.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari
Roberts' <yroberts@thekey.com>; bethann.rosario@thekey.com; 'Alisha Wise' <
awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia
Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>;
peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>;
'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <
peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; 'Michelle
Kenaga' <michelle.kenaga@thekey.com>
*Subject:* 10/25/22- New Client Audit Results- Action Required
*Importance:* High
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out with any discrepancies. The deadline to collect missing forms for
October starts is 11/4/22. Payment Authorization forms received with
invalid card numbers; routing/account numbers are not counted as missing,
only forms truly missing or submitted blank are counted.
Please click here
<https://docs.google.com/spreadsheets/d/16tDaWvH6jmnU4BJvLbJj6i2r0CwYxKSK/edit?usp=sharing&ouid4633849602778058975&rtpof=true&sd=true>
to review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
Kind regards-
Elizabeth Clark
*Sr. Manager, Continuous Improvement *
*TheKey*
Office|Cell : 619-822-4855
eclark@thekey.com
*TheKey.com <https://www.thekey.com/>*
[image: TheKey] <https://homecareassistance.com/>
*From:* eclark@thekey.com <eclark@thekey.com>
*Sent:* Monday, October 17, 2022 4:41 AM
*To:* 'Northeast/Canada Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Melissa Reyes' <
melissa.reyes@thekey.com>; 'David Durbin' <david.durbin@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Chen Xie' <
chen@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>;
'Audra Williams' <audraw@thekey.com>; 'Alicia Broussard' <
abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Charlie Ferro' <cferro@thekey.com>; 'Christa Chalfa' <
cchalfa@homecareassistance.com>; 'Gail Carboy' <gcarboy@thekey.com>; 'James
Buscemi' <jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim
Kranwinkel' <kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <
kguerci@thekey.com>; laura.hintz@thekey.com; 'Peggy Anderson' <
panderson@homecareassistance.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari
Roberts' <yroberts@thekey.com>; bethann.rosario@thekey.com; 'Alisha Wise' <
awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia
Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>;
peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>;
'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <
peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com
>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; 'Michelle
Kenaga' <michelle.kenaga@thekey.com>
*Subject:* 10/16/22- New Client Audit Results- Action Required
*Importance:* High
Hello All-
Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out with any discrepancies.
Please click here
<https://docs.google.com/spreadsheets/d/1oLtyX9fW-8IOHs18_i3ZJonri4bXWYG8/edit?usp=sharing&ouid4633849602778058975&rtpof=true&sd=true>to
review the audit tracker.
*Updates:*
- We’ve removed Tag’s from the audit tracker
- The file is sorted for you in the following order
- Division> Region> Location> Priority> First Completed Shift date
- Clients whose care started in October are highlighted yellow
*Support from Finance with High Priority Clients:*
- Collections will be reaching out to the CSM teams Tuesday – Friday of
each week to support the collection of Payment Authorization forms with
failed Card/ACH account information.
- Collectors will not address or request missing Client Consent
agreements from clients
- Keep in mind some of these clients are missing both forms. As a
result, it’s important the local offices partner with collections on the
best approach for each client so our communication is crisp.
*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).
Kind regards-
Elizabeth Clark
*Sr. Manager, Continuous Improvement *
*TheKey*
Office|Cell : 619-822-4855
eclark@thekey.com
*TheKey.com <https://www.thekey.com/>*
[image: TheKey] <https://homecareassistance.com/>
*From:* eclark@thekey.com <eclark@thekey.com>
*Sent:* Monday, October 10, 2022 12:17 PM
*To:* 'Northeast/Canada Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Melissa Reyes' <
melissa.reyes@thekey.com>; 'David Durbin' <david.durbin@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Chen Xie' <
chen@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>;
'Audra Williams' <audraw@thekey.com>; 'Alicia Broussard' <
abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Charlie Ferro' <cferro@thekey.com>; 'Christa Chalfa' <
cchalfa@homecareassistance.com>; 'Gail Carboy' <gcarboy@thekey.com>; 'James
Buscemi' <jbuscemi@thekey.com>; jmuskat@homecareassistance.com; 'Kim
Kranwinkel' <kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <
kguerci@thekey.com>; laura.hintz@thekey.com; 'Peggy Anderson' <
panderson@homecareassistance.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari
Roberts' <yroberts@thekey.com>; bethann.rosario@thekey.com; 'Alisha Wise' <
awise@thekey.com>; 'Jay Skypeck' <jason.skypeck@thekey.com>; 'Claudia
Hernandez' <chernandez@thekey.com>; 'Matthew Neal' <mneal@thekey.com>;
peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>;
'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <
peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com
>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; 'Michelle
Kenaga' <michelle.kenaga@thekey.com>
*Subject:* New Client Audit Results- Action Required by 10/14
Hello Everyone,
Please see to review the linked spreadsheet here
<https://docs.google.com/spreadsheets/d/1GkTjARFow4em2YshXsIWjTcem_qY7RrR/edit?usp=sharing&ouid4633849602778058975&rtpof=true&sd=true>
to review the results of the audit for clients moved to an Activated status
in ClearCare 9/26 & prior. Please make note of the updates made to the
statuses & data in the file, described below, based on the feedback we’ve
received over the last few weeks. We appreciate the feedback! Kindly avoid
copying me or sending me direct updates regarding your clients. Once your
clients are updated, they will be re-audited (we work the list daily) and
fall off the list. You are encouraged to reach out and ask questions if
something is unclear or if you disagree with how your
client is categorized so we can chat through approved exceptions where
applicable.
If you disagree with how any client is flagged on the audit, or have
questions, please let me know.
*Updates to the Audit:*
- Region is now available within the tracker for ease of use
- Onboarding Guide now has Facility & Community Requirements
As a reminder, our auditors will review a new set of clients on Monday
10/10, which will have clients activated September 30th - October 6th,
2022.
*New Audit Statuses:*
- Scheduled & Started
- Future Start Dates
- No Scheduled Dates <30 (Client activated less than 30 days ago)
- Review for Deactivation >30 (Client activated over 30 days ago)
- These clients have nothing scheduled and were activated over 30
days ago, some as far back as June. Please review these to ensure they’re
deactivated when appropriate.
*New PAF (Payment Authorization Form) Statuses:*
- Routing/Account Invalid
- Card Declined
- PAF Not Signed
- PAF Incomplete/Missing Information
- Pending Check Payer Approval
- If a PAF is loaded with “client will pay by check” written on it,
your divisional leader & Gary Scott should have already approved check
payments and be noted on that PAF.
Note ** Only clients marked as Not Loaded, Not Signed, and
Incomplete/Missing information will be tracked for October starts as it
pertains to Tad’s announcement
Kind regards-
Elizabeth Clark
*Sr. Manager, Continuous Improvement *
*TheKey*
Office|Cell : 619-822-4855
eclark@thekey.com
*TheKey.com <https://www.thekey.com/>*
[image: TheKey] <https://homecareassistance.com/>
*From:* eclark@thekey.com <eclark@thekey.com>
*Sent:* Tuesday, October 4, 2022 10:08 AM
*To:* 'Northeast/Canada Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Melissa Reyes' <
melissa.reyes@thekey.com>; 'David Durbin' <david.durbin@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Chen Xie' <
chen@homecareassistance.com>; '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>; 'Bobby Kou' <
bkou@homecareassistance.com>; 'Ginger McVeigh' <ginger.mcveigh@thekey.com>;
carol.miller@thekey.com; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy
Goffredo' <cathy.goffredo@thekey.com>; 'Charlie Ferro' <cferro@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
laura.hintz@thekey.com; 'Peggy Anderson' <panderson@homecareassistance.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
peter.dacosta@thekey.com; 'Jennifer Piper' <jennifer.piper@thekey.com>;
'Jessica Pascasio' <jpascasio@thekey.com>; 'Pete DaCosta' <
peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com
>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>
*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&ouid4633849602778058975&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
eclark@thekey.com
*TheKey.com <https://www.thekey.com/>*
[image: TheKey] <https://homecareassistance.com/>
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