RE: URGENT Actions Needed: AOB Signatures required for VA, Workman's Comp and No Fault Clients

From
<miranda.norman@thekey.com>
To
"'Audra Williams'" <audraw@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
CC
"'Tiffany Silton'" <tsilton@thekey.com>
Date
Tue, 10 Dec 2024 09:49:53 -0500
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_039C_01DB4AE8.DE40AC10 Content-Type: multipart/alternative; boundary="----=_NextPart_001_039D_01DB4AE8.DE40AC10" ------=_NextPart_001_039D_01DB4AE8.DE40AC10 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable _____ =20 Hi Audra, Just to clarify, this is specific to the US lines of business that we = bill using the CMS 1500 form. Currently, we are not billing any Canadian = lines of business on 1500 forms, but it's not a bad idea to have this on = file for those clients as well. Let me know if you need any additional details. =20 Best Regards, =20 Miranda Norman =20 Manager Billing and Submissions =20 Direct line: (901) 593-1433 | ext 1120001 =20 miranda.norman@thekey.com =20 =20 =20 =20 From: Audra Williams =20 Sent: Tuesday, December 10, 2024 9:23 AM To: Timothy Thomas ; Miranda Norman = Cc: Tiffany Silton Subject: Re: URGENT Actions Needed: AOB Signatures required for VA, = Workman's Comp and No Fault Clients =20 Miranda, do we need to include Canada? My guess is yes as they could = audit any of our locations but please let us know.=20 =20 Best, Audra Williams Director, Divisional Operations (425) 757-7027 =09 TheKey.com =09 =09 =20 =20 =20 On Tue, Dec 10, 2024 at 6:13=E2=80=AFAM Timothy Thomas > wrote: Hi Tiffany, =20 I see Calgary VA clients are listed here. Confirming Canadian VA clients = should be included in this?=20 =20 Thanks =20 On Mon, Dec 9, 2024 at 4:25=E2=80=AFPM Tiffany Silton = > wrote: 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. =20 Action Items:=20 =20 Who Needs to Sign: * VA clients. * Workers' Compensation clients. * No-Fault clients. * HERE = is the list of clients required to have = the release What Needs to Be Signed: * The Assignment of Benefits (AOB) form. HERE = is = the document Document Availability: * PandaDoc: Digital form for electronic signatures. HERE = are instructions * Printed Copies: Available for wet signatures when needed Step-by Step Process: =20 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 =20 If you

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