RE: 11/08/22- New Client Audit Results- Action Required

We made highlights and removed the not required.



*From:* Chen Xie <chen@thekey.com>
*Sent:* Tuesday, November 8, 2022 4:21 PM
*To:* michelle.kenaga@thekey.com
*Cc:* eclark@thekey.com; Northeast/Canada Regional Operation Directors <
northeastcanada-regional-operation-directors@thekey.com>; Gayle Soulides <
gsoulides@thekey.com>; Melissa Reyes <melissa.reyes@thekey.com>; Angie
Markwell <angie.markwell@thekey.com>; Ginger McVeigh <
ginger.mcveigh@thekey.com>; Audra Williams <audraw@thekey.com>; Alicia
Broussard <abroussard@thekey.com>; Alisha Wise <awise@thekey.com>; Amy
Harris <aharris@thekey.com>; Araceli Gutierrez <araceli.gutierrez@thekey.com>;
Bobby Kou <bkou@homecareassistance.com>; carol.miller@thekey.com; Cassi
Gilkeson <cgilkeson@thekey.com>; Cathy Goffredo <cathy.goffredo@thekey.com>;
Christa Chalfa <cchalfa@homecareassistance.com>; Gail Carboy <
gcarboy@thekey.com>; James Buscemi <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; Kim Kranwinkel <
kimberly.kranwinkel@thekey.com>; Kimberly Guerci <kguerci@thekey.com>;
Triff Cook <triff@thekey.com>; Yukari Roberts <yroberts@thekey.com>;
bethann.rosario@thekey.com; Jay Skypeck <jason.skypeck@thekey.com>; Claudia
Hernandez <chernandez@thekey.com>; Matthew Neal <mneal@thekey.com>;
Jennifer Piper <jennifer.piper@thekey.com>; Jessica Pascasio <
jpascasio@thekey.com>; Pete DaCosta <peter.dacosta@thekey.com>; Timothy
Thompson-Cook <timothy.thompsoncook@thekey.com>; Karoline Da Silva <
ksilva@tenderrose.com>; dmockenhaupt@thekey.com; Gary Scott <
gscott@thekey.com>; Mandi Cheslock <mcheslock@thekey.com>; Benjamin Lewis <
benjamin.lewis@thekey.com>; Sarah Powers <spowers@thekey.com>; Beth
Popolizio <bpopolizio@thekey.com>; Jennifer Allen <jallen@thekey.com>; Lito
Delapena <lito.delapena@thekey.com>
*Subject:* Re: 11/08/22- New Client Audit Results- Action Required



Hi guys, you're still not filtering out the Not Required as far as I can
see. Also, there are some clients with October start dates that are NOT
highlighted in yellow. What is the difference between the two?



On Tue, Nov 8, 2022 at 3:34 PM <michelle.kenaga@thekey.com> wrote:

Hello All-



Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.



If you sent me any updates today these will be reflected tomorrow as we
will be sending out an update each day this week.



Please click here
<https://docs.google.com/spreadsheets/d/1BPrhgAIUuUfRsp3j8UtAXmQXYedKd_qo/edit?usp=sharing&ouid=114800972143035191906&rtpof=true&sd=true>
to review the audit tracker.



*Updates:*

   - We’ve removed Tag’s from the audit tracker
   - The file is sorted for you in the following order


   - Division> Region> Location> Priority> First Completed Shift date


   - Clients whose care started in October are highlighted yellow



*Support from Finance with High Priority Clients:*

   - Collections will be reaching out to the CSM teams Tuesday – Friday of
   each week to support the collection of Payment Authorization forms with
   failed Card/ACH account information.
   - Collectors will not address or request missing Client Consent
   agreements from clients


   - Keep in mind some of these clients are missing both forms. As a
      result, it’s important the local offices partner with collections on the
      best approach for each client so our communication is crisp.



*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).







*Michelle Kenaga*

Supervisor, Accounts Receivable

Direct line: (408) 831-0579

michelle.kenaga@thekey.com

[image: TheKey] <https://homecareassistance.com/>



*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Monday, November 7, 2022 10:35 AM
*To:* michelle.kenaga@thekey.com; eclark@thekey.com; 'Northeast/Canada
Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Angie
Markwell' <angie.markwell@thekey.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia
Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>;
peter.dacosta@thekey.com; 'Amy Harris' <aharris@thekey.com>; 'Araceli
Gutierrez' <araceli.gutierrez@thekey.com>; 'Amy Harris' <aharris@thekey.com>;
'Bobby Kou' <bkou@homecareassistance.com>; 'Ginger McVeigh' <
ginger.mcveigh@thekey.com>; carol.miller@thekey.com; 'Cassi Gilkeson' <
cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
'Christa Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <
gcarboy@thekey.com>; 'James Buscemi' <jbuscemi@thekey.com>;
jmuskat@homecareassistance.com; 'Kim Kranwinkel' <
kimberly.kranwinkel@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>;
bethann.rosario@thekey.com; 'Alisha Wise' <awise@thekey.com>; 'Jay Skypeck'
<jason.skypeck@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
'Matthew Neal' <mneal@thekey.com>; peter.dacosta@thekey.com; 'Jennifer
Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>;
'Pete DaCosta' <peter.dacosta@thekey.com>; 'Timothy Thompson-Cook' <
timothy.thompsoncook@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
dmockenhaupt@thekey.com; 'Chen Xie' <chen@thekey.com>
*Cc:* 'Gary Scott' <gscott@thekey.com>; 'Mandi Cheslock' <
mcheslock@thekey.com>; 'Benjamin Lewis' <benjamin.lewis@thekey.com>; 'Sarah
Powers' <spowers@thekey.com>; 'Mandi Cheslock' <mcheslock@thekey.com>;
'Beth Popolizio' <bpopolizio@thekey.com>; 'Jennifer Allen' <
jallen@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>
*Subject:* 11/07/22- New Client Audit Results- Action Required



Hello All-



Thank you for your continued feedback & engagement in reviewing the audit
tracker and supporting information! We’ve updated the format, reduced the
content, and sorted the data for your convenience. The new layout should
make it simple to view for your respective focus area and as always, please
reach out to Elizabeth Clark and I with any discrepancies. The deadline to
collect missing forms for October starts is 11/9/22. Payment Authorization
forms received with invalid card numbers; routing/account numbers are not
counted as missing, only forms truly missing or submitted blank are
counted.



Please click here
<https://docs.google.com/spreadsheets/d/1Pkm-j6Ahb_Qiqol6nL31cPu0ho1ZKnUh/edit?usp=sharing&ouid=114800972143035191906&rtpof=true&sd=true>
to review the audit tracker.



*Updates:*

   - We’ve removed Tag’s from the audit tracker
   - The file is sorted for you in the following order


   - Division> Region> Location> Priority> First Completed Shift date


   - Clients whose care started in October are highlighted yellow



*Support from Finance with High Priority Clients:*

   - Collections will be reaching out to the CSM teams Tuesday – Friday of
   each week to support the collection of Payment Authorization forms with
   failed Card/ACH account information.
   - Collectors will not address or request missing Client Consent
   agreements from clients


   - Keep in mind some of these clients are missing both forms. As a
      result, it’s important the local offices partner with collections on the
      best approach for each client so our communication is crisp.



*Clients in Medium or Low Priority status will not be contacted by
Collections for failed Card/ACH information, missing Payment Authorization
forms, or Client Consent Agreements. *It is up to the local team(s) to
ensure these documents are collected before a client moves to High Priority
(i.e., is scheduled or starts care).







*Michelle Kenaga*

Supervisor, Accounts Receivable

Direct line: (408) 831-0579

michelle.kenaga@thekey.com

[image: TheKey] <https://homecareassistance.com/>



*From:* michelle.kenaga@thekey.com <michelle.kenaga@thekey.com>
*Sent:* Monday, October 31, 2022 1:32 PM
*To:* eclark@thekey.com; 'Northeast/Canada Regional Operation Directors' <
northeastcanada-regional-operation-directors@thekey.com>; 'Gayle Soulides' <
gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'David
Durbin' <david.durbin@thekey.com>; 'Angie Markwell' <
angie.markwell@thekey.com>; 'Chen Xie' <chen@homecareassistance.com>;
'Ginger McVeigh' <ginger.mcveigh@thekey.com>; 'Audra Williams' <
audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
Wise' <awise@thekey.com>; peter.dacosta@thekey.com; 'Amy Harris' <
aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
'Amy Harris' <aharris@thekey.com>; 'Bobby Kou' <bkou@homecareassistance.com>;
'Ginger McVeigh' <ginger.mcveigh@thekey.com>; carol.miller@thekey.com;
'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
cathy.goffredo@thekey.com>; 'Charlie Ferro' <cferro@thekey.com>; 'Christa
Chalfa' <cchalfa@homecareassistance.com>; 'Gail Carboy' <gcarboy@thekey.com>;
'James Buscemi' <jbuscemi@thekey.com>; jmuskat