Fwd: 168726 Jim Hanselman - FIN Welcome Call LTC SOC - [#1139088]

From
Ariyan Green <ltci@thekey.com>
To
emily.swackhamer@thekey.com
CC
tt@thekey.com
Date
Thu, 10 Jul 2025 19:43:59 +0000
Folder
INBOX
----==_mimepart_687017ff79441_2473f9dac1d2598265751c4 Content-Type: multipart/alternative; boundary="--==_mimepart_687017ff79395_2473f9dac1d2598265750e5"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_687017ff79395_2473f9dac1d2598265750e5 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Emily, Thank you for your response. The LTCI Intake Form is typica= lly provided at the Start of Care to indicate whether a client intends to= use a long-term care insurance policy for services with TheKey. I revi= ewed the LTCI Intake Form for this client because the CareScout rate is a= discounted rate offered to individuals with specific long-term care insu= rance coverage. However, the form did not include essential policy detail= s=E2=80=94such as the policy name, number, or claim information=E2=80=94s= o I was unable to confirm whether the client qualifies for the CareScout = rate. I've attached the intake form for your reference. These key piece= s of information are typically required when a client intends to use long= -term care insurance. Please let me know if you have any further question= s. Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0= TheKey Mobile: 855.205.8007 =C2=A0 = = On Thu, 10 Jul at 3:19 PM , TheKey Support wro= te: Thank you for the information. The correct b= ill rate should have been $38/hr as stated on the CCA. As you mentioned, = unfortunately the client passed away on the first day of services.=C2=A0 = = You mentioned no LTCI was provided on the intake form. Could you please = specify what intake form you are referring to? I want to ensure we are us= ing best practices moving forward.=C2=A0 = = Thank you, = = Emily=C2=A0 = = = = = On Thu, Jul 10, 2025 at 1:44=E2=80=AFPM Ariyan Green w= rote: = = = = = Hi Emily, = = My name is Ariyan, and I=E2=80=99m with the Finance Onboarding team revi= ewing client accounts and onboarding documentation for accuracy. I notice= d that this client was billed at the CareScout rate of $35.94, although n= o long-term care insurance (LTCI) information was provided on the intake = form. Additionally, the client=E2=80=99s hourly rate listed in the CCA is= $38. = = I understand the client has passed, but I wanted to bring this discrepan= cy to your attention for awareness. Please feel free to reach out if you = have any questions or concerns=E2=80=94I=E2=80=99m happy to support howev= er I can. = = = = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 ----==_mimepart_687017ff79395_2473f9dac1d2598265750e5 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Emily, Thank you for your r= esponse. The LTCI Intake Form is typically provided at the Start of Care = to indicate whether a client intends to use a long-term care insurance po= licy for services with TheKey. I reviewed the L= TCI Intake Form for this client because the CareScout rate is a discount