What do you need as I don’t know anything about this? Do you need PandaDoc
documents sent? All you say is revised paperwork. What paperwork
specifically do you need? Consent? Payment form?
I will need the clients current rate, email address, client name and payor
name.
Cheryl
On Tue, Sep 24, 2024 at 8:38 AM DeAnna Brown <ltci@thekey.com> wrote:
> Hello Cheryl,
>
> I see that Maria looped you in on the email thread. After consulting with
> my leader, Jeannie, you would be the person to assist with obtaining the
> revised paperwork.
>
> The issue with the current CCA and PAF is that they are signed with an
> email signature. It’s important that we obtain new documents where Gerry
> has signed using his first and last name, rather than his email signature.
> This step ensures compliance with our documentation policies and protects
> all parties involved.
>
> Can you please assist in obtaining those revised documents?
>
> Let me know if you have any questions.
>
> Thanks!
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Sun, 8 Sep at 6:49 PM , 161538 Nunzio Scolamiero <scolage@gmail.com>
> wrote:
> Date Created NetSuite ID Clearcare ID CareTree ID Patient Name Division
> Region location URL Priority First Completed Shift Date Start Month Normal
> 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? Special
> Handling Alert? Signed Consent Agreement or Contract on File?
> (As of last audit) Current Consent Agreement? 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? Client/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
> 9/6/2024 161538
> 1000000000072617
> Nunzio Scolamiero Canada Canada Montreal Home Care Assistance of Montreal
> 9/7/2024 Sep $36.00 Yes Yes Yes Yes Complete 9/8/2024 Accurate & Complete Accurate
> & Complete Accurate & Complete Other 9/5/2024 9/4/2024 E-Signature Accurate
> & Complete 9/5/2024 9/4/2024 E-Signature Yes Complete Not Applicable
> Complete Yes Not Required Not Required Yes No Deposit or Advanced Payment
> Needed Yes Yes Renier Caguimbal 9/8/2024
> 9/8-1st Audit-CCA & PAF is uploaded. PMT method is successfully enrolled
> to autopay. Tagged as Private Pay in NS since ACH details in PAF refer to
> client. All complete. - RC
> $0.00
>
>
>
> Checklist Check List Type Agent Answer
> Assigned : Date
> Client PreCheck
> Client Tag Private Pay
> Net Terms Net 2
> Net Terms Updated I NS Y/N
> Net Terms Standard Y/N
> Bill Rate $36.00
> ACH/CC Ending ACH 3102
> CCA & PAF Name Match N
> CSM Name
>
> Staffing Manager
>
> LTC Insurance N
> Carescout N
> Client Discussion
> Reviewed Name & Address on File Y/N
> Ask how they want Invoices: USPS or Email Y/N
> Validate all Emails on File Y/N
> Let them know who is CSM & Staff Manager Y/N
> Discussed Billing Cycle Mon-Sun. (Invoicing date Wednesday, Auto Pay
> Friday) Y/N
> Versapay
> Versa Pay Email Invite Discussion: Y/N
> Versa Pay Client Contacts Discussion: Y/N
> Versa Pay Walkthrough
> Y/N
> Autopay
> Confirm the last 4 of ACH/CC on File Y/N
> Discussed Auto Pay Date Fridays Y/N
>
> Welcome Email Sent Y/N
> VP FAQ Attached Y/N
> If LTC: Welcome Letter Attached to Email Y/N
>
>
>
> 949551:611100
>