Fwd: 165131 Anne Montouri - FIN-WELCOME CALL - [#1056064]

From
DeAnna Brown <clientservice@thekey.com>
To
amanda.ilines@thekey.com, Cheryl Cartwright <ccartwright@thekey.com>
CC
timon.page@thekey.com, tt@thekey.com
Date
2025-02-23 00:03:06
Folder
INBOX
----==_mimepart_67ba65ba17510_1bf3f8fdec8c848464190aa Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi team!=C2=A0 Do we have an update on the PAF? Thanks for your c= ontinued efforts to obtain!=C2=A0 DeAnna Brown ltci@thekey.com Long Ter= m Care Insurance Customer Service - (855)-205-8007 Long Term Care Insuran= ce Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 = = On Tue, 18 Feb at 6:17 PM , DeAnna Brown w= rote: = = Hi team!=C2=A0 = = Do we have an update on the PAF? = = Thanks = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-22= 6-1702 = = = = On Fri, 14 Feb at 1:29 PM , Jeannie Ortiz = wrote: = Thank you, Amanda, for the update.=C2=A0 = = Thank You,=C2=A0 Jeannie Ortiz = Finance Onboarding & Experience Manager = jeannie.ortiz@thekey.com=C2=A0 = = Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = = = = = = On Wed, 12 Feb at 8:06 AM , Amanda Ilines = wrote: Hi all, = = Timon is already working on this. This was a client that was vomiting at= our flex site that we needed to sign up for services quickly so we could= clean her up. Timon is working on getting everything missing from this c= lient. = = Thanks, Amanda Ilines Home Care Liaison 437-908-1030 TheKey.ca=C2=A0=C2= =A0 Inline image = = = = = = = = On Wed, Feb 12, 2025 at 7:43=E2=80=AFAM Cheryl Cartwright wrote: = = = I used to have clear care access but then they=C2=A0removed it when my r= egional client=C2=A0success manager role was canceled. They have tried un= successfully to give me the access back but they are doing something wron= g obviously.=C2=A0 = I do have access to Ontario still but because=C2=A0I don't have access t= o any other market I just stay out of uploading files completely to keep = my process the same across the markets.=C2=A0 = = I will reach out to Jeannie to see who is missing POA information.=C2=A0= = = Thanks again, = = Cheryl=C2=A0 = = = On Tue, Feb 11, 2025 at 3:49=E2=80=AFPM DeAnna Brown wrote: = = = = = Hi Cheryl, = = Apologies, as I didn't realize that you didn't have access to Clearcare.= =C2=A0 = = This is an Oakville client that is in the Toronto URL in Clearcare. I us= ually reach out to CSMs when I am missing documents, but they usually loo= p you in for clients in the Montreal and Toronto URLs, so figured I would= just go straight to you. But it looks like the CCA and PAF were uploaded= today. = = Regarding the POA documents, I would email Jeannie Ortiz to see if she c= an pull a report for you. But one thing to note is we will always require= a POA if the signer is listed as POA and is not using their own financia= ls to pay for services but rather the clients financials to pay for servi= ces.=C2=A0 = = Hope that helps!=C2=A0 = = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 

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