Hi Tom
Done.
Have a great day!
Best regards,
* Timon Page *
General Manager, Ontario
*Please note my email address has changed:*
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.com <https://thekey.com/>
<https://thekey.com>
On Tue, Oct 21, 2025 at 9:54 AM Tom Patterson <clientservice@thekey.com>
wrote:
> Hi Timon,
>
> A review of WellSky shows Activity notes indicate the client does not need
> services. The shift calendar also shows services have been cancelled. Anna
> has also advised she does not need TheKey services.
>
> Can the office please Deactivate the WellSky profile? TheKey is charged a
> fee by WellSky for every active profile and if we are not providing
> services, we should Deactivate the profile.
> Please let me know if you have any questions.
>
> Best regards,
> Thomas Patterson
> Finance Onboarding Analyst 2 | TheKey
> Office: 855.205.8007
>
> <http://www.thekey.com/>
>
> On Wed, 8 Oct at 1:02 AM , Anna Bedenikovic <> 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? CCA Comment 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
> 10/6/2025 175842 1E+15 Anna Bedenikovic Canada Canada Oakville Home Care
> Assistance GTA West 10/4/2025 Oct 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" 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 Hanna Inidal
> 10/7/2025
> 10/7-1st audit-Complete scheduled shift. No CCA, PAF & PT. NS tag is
> private pay. -HI
> $0.00
> Checklist Check List Type Agent Answer
> Client Tag PRIVATE PAY
> Net Terms NET 2
> Billing Frequency Weekly
> 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 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
> Locations with Special Billing Cycles:
>
> - Winnipeg
> - Tagging in Profile
> - Calgary
> - The client will be tagged as Bi-weekly or Monthly.
> - Even if the bi-weekly tag is not on the client profile all
> clients with CDHC in their name should be Bi-weekly.
> - The ones with no tag are weekly.
> - Nebraska
> - Clients in the ‘LNK’ or ‘OMA’ ClearCare locations are billed weekly
> - Clients in the ‘CON’ and ‘OCN’ ClearCare locations are billed
> monthly unless they have a Waiver or Veterans Administration tag
> - If the waiver or veterans administration tag is present, the
> client's billing frequency must be set to weekly.
>
> Client Exceptions:
>
> - Millenia - Los Angeles URL - No email or phone call
> - Raleigh - ONLY COMMUNITY clients, community tagging on clients
> profile. No email or phone call.
> - Tender Rose - For CCA/PAF issues, reach out to "Lucero Solorio" <
> lvazquezhernandez@thekey.com>, "Mymila Koinyan" <mkoinyan@thekey.com>
> - Transpak- No CCA or PAF needed, make sure authorization is in clear
> care
> - Option Care - No PAF needed, make sure net terms in NS are updated
> to match contract net terms from the facility agreement attached to the
> clients profile in Clear Care.
> - Nebraska - Reach out to Sarah Arnold to see if okay to complete
> welcome email and phone call.
> - Montreal - No Phone call, only welcome email in French to be sent
> - GCM - No email or call
> - Facility Clients - No welcome email or call
> - VA clients - No Welcome email or call.
> - Workers Comp - No welcome email or call
> - Live In Tracker for LTC Live In clients
> <https://docs.google.com/spreadsheets/d/1se-YnwSAAQ0Af4W75m8xPhyrau2Hw16l/edit?gid=731336348#gid=731336348>
> - GUARDIANSHIP - check payors do not need approval from Laszlo
> - Fiduciary - Email only; No call. Automatically approved check payor
> - iI we have a facility signing as the responsible party for a client
> on the CCA agreement this is ok make sure to check Net terms and change as
> necessary.
> - New Jersey client profile tagged *VNA PACI* Check Payer Approved -
> Payment tags as facility, facility, Net Terms 30 Days, *Payer in CC
> should be the facility. As well VP. *
> - EastRidge profile tagged Value Care Clients - Uploaded facility
> agreement and an authorization must be entered in clear care. 5 years out
> for auth, facility covers 100%.
> - VC clients - Send CCA/PAF issue's concerns to Thalia Ortiz & Katty
> Fleites.
>
> Agreements Needed:
>
> - VA - CCA/AOB required
> - WC - CCA/AOB required only if invoices are generated on a CMS-1500
> form
> - Facility - We need a facility agreement
> - CMS 1500 Clients - We need an agreement with payor
> - VCH (Vancouver) - Confirm the LOA is on file and auth has been
> entered by the LO. Auth can be for 5 years, regardless of end date on the
> LOA and hours can be 24 hrs, regardless of the hours listed on the LOA.
>
>
> 1245949:611100
>