Re: 161538 Nunzio Scolamiero - FIN-WELCOME CALL - [#949551]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
DeAnna Brown <ltci@thekey.com>
CC
tt@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 24 Sep 2024 08:47:21 -0300
Folder
INBOX
--000000000000255c760622dc120c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable What do you need as I don=E2=80=99t know anything about this? Do you need P= andaDoc 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=E2=80=AFAM DeAnna Brown wrot= e: > Hello Cheryl, > > =E2=80=8BI see that Maria looped you in on the email thread. After consul= ting 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=E2=80=99s important that we obtain new documents wher= e 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 Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Sun, 8 Sep at 6:49 PM , 161538 Nunzio Scolamiero > wrote: > Date Created NetSuite ID Clearcare ID CareTree ID Patient Name Division > Region location URL Priority First Completed Shift Date Start Month Norma= l > 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? Specia= l > 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? Clien= t/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 & Compl

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