Happy Monday Everyone,
Tri-west sent us notification that they will be auditing our charts to
ensure we have an AOB on file for all VA clients. As a result we will need
to have our VA, WC, and No fault clients sign a release, allowing us to
share their information with the payor, as well as authorizing us to
receive the payment directly. We will need to move quickly in getting all
signatures in order to be in compliance. These forms will need to be
re-signed annually, and we will need to ensure that we keep them on file at
all times.
*Action Items: *
*Who Needs to Sign*:
- VA clients.
- Workers' Compensation clients.
- No-Fault clients.
- HERE
<https://docs.google.com/spreadsheets/d/1FONE6BfNaygEFQeuckxdw8WxPn5tnFE0QHCUv1QavO4/edit?usp=sharing>
is the list of clients required to have the release
*What Needs to Be Signed*:
- The *Assignment of Benefits (AOB)* form. HERE
<https://docs.google.com/document/d/1-4b7iBc90rBWGnefZ0MBy3SjVGUT4_tb/edit?usp=sharing&ouid=100419005530555483513&rtpof=true&sd=true>
is the document
*Document Availability*:
- *PandaDoc*: Digital form for electronic signatures. HERE
<https://docs.google.com/document/d/1tckKJwDwxjmQXxVhU00sDq2wsuO3m_IuMh14Hj2vI34/edit?usp=sharing>
are instructions
- *Printed Copies*: Available for wet signatures when needed
*Step-by Step Process:*
*At Client Intake*:
- Ensure the client (or their authorized representative) signs the AOB
form.
- Explain the purpose of the form to the client for transparency.
- Verify that all required fields are completed.
*For Existing Clients*:
- Identify VA, WC, and No-Fault clients without a signed AOB on
spreadsheet.
- Contact these clients to complete the form promptly.
*Upload*:
- Upload signed forms to the clients Wellsky profile.
*Completion Date: December 31st*
If you have any further questions please connect with Audra and I and we
will be happy to support.
Thank you
Tiffany Silton
Director, Division Operations
* Please note my email has changed: *
tsilton@thekey.com <https://brand.thekey.com/esg/tsilton@thekey.com>
(760) 889-2188
TheKey.com <https://www.thekey.com/>
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