----==_mimepart_68659cd2b0829_1ee3fa178ec074483304f3 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Diane, Please upload CCA and PAF for new client Mark Millar. Curr= ent balance - $390 Total Outstanding Thank you, Laurie La= urie Simpson Finance Onboarding |=C2=A0TheKey Laurie.Simpson@thekey.com= 855.205.8007 = = On Sun, 29 Jun at 9:14 PM , Mark Millar <> wrote: = Complete=C2=A0 = NetSuite ID = Clearcare ID = Caretree ID = Patient Name = Division = Region = location = URL = Priority = First Completed Shift Date = Start Month = Normal Bill Rate on CCA=C2=A0 = 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? = CCA Comment = Date CCA was uploaded = Date CCA was signed = Wet-Sign or E-Sign = Payment Authorization on File?=C2=A0 (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?=C2=A0 = 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 = 6/27/2025 = 168592 = 8190345 = = Mark Millar = East = Midwest = Grand Rapids = TheKey of Michigan = = 6/23/2025 = Jun = No CCA = No = = = Yes = Started = = Not Loaded = Not Loaded = = Not Loaded = Not Loaded = = = = Not on file = Not Loaded = = = = Not on file = Not Loaded = No Contacts Flagged as "Email Invoices"=C2=A0 = Not Applicable = = See PAF Status = No Signed PAF on File = Not Required = Not Required = No Email on File = No Deposit or Advanced Payment Needed = No info - Tagged PP = Not Loaded = Renier Caguimbal = 6/29/2025 = = 6/29-1st Audit-Has no scheduled shift. Upon audit, No CCA, No PAF, No = PT. Tagged as Private Pay in NS =E2=80=93 RC = = = = = Checklist = Check List Type = Agent Answer = Client Tag = Private Pay = = Net Terms = Net 2 = = = Billing Frequency = Weekly=C2=A0 = = Bill Rate = = = ACH/CC Ending = = = CCA & PAF Name Match = Y/N = = CSM Name = = = Client Discussion = Reviewed Name & Address on File = Y/N = = Ask how they want Invoices: USPS or Email = Y/N = = Validate all Emails on File=C2=A0 = Y/N = = Let them know who is CSM