--000000000000e6fcf6061e652b14 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tom, I did speak with this client and they are not comfortable with any other method so if we can get this approved that would be great! Best Regards, Shawntel Sousa, LPN Client Success Manager TheKey Calgary Office number: (403) 301-3777 Winnipeg Office Number: (204) 489-6000 Mobile number: (403) 305-6588 On Mon, Jul 29, 2024 at 10:13=E2=80=AFAM Chuck Terlesky wrote: > I would be confident in accepting a cheque from this client. It has been > two years so we=E2=80=99re unfamiliar of the process. I=E2=80=99ll let Sh= awntel to ask the > client if they have another payment method or if cheque is the only metho= d. > I would not want to lose a client over this. I will send Tim an email for > approval. > > Thanks in advance for all your assistance. > > Regards, > Chuck > > Chuck Terlesky B.A., CCPE > General Manager > Winnipeg and Calgary > > Calgary: 403-301-3777 > Winnipeg: 204-489-6000 > > TheKey.ca > > [image: TheKey] > > > > On Mon, Jul 29, 2024 at 10:09=E2=80=AFAM Tom Patterson = wrote: > >> Hi Shawntel, >> TheKey has not accepted private check payers for 2 years. Private check >> payers must be approved via the Regional Director and Laszlo Kovacs. >> If approved, the approval email needs to be uploaded in the clients >> ClearCare file. >> >> Best regards, >> Tom Patterson >> Finance Onboarding Analyst 2 >> *Please note my email has changed:* >> tpatterson@thekey.com >> >> >> PH (855) 205-8007 >> FAX (813) 693-5625 >> EMAIL: LTCI@thekey.com >> >> TheKey.com >> [image: TheKey] >> >> On Wed, 24 Jul at 8:52 PM , Susan Galloway wrote: >> Date Created NetSuite ID Clearcare ID CareTree ID Patient Name Division >> Region location URL Priority First Completed Shift Date Start Month Norm= al >> 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? 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? Clie= nt/Payer >> Invited to Versapay? Deposit or Advanced Payment Needs Processing Tag >