INBOUND ARC DOCS VIA TEXT: MM recv'd Aug & Sept 2024 bank, lease docs from lead. MM let Carol know I would send to BH for review.
INBOUND ARC CALL: MM s/w Landmark HH-Rachel and conferenced w/prospect about setting up opportunity for Cortney Krousey to go out and picture the docs that Carol has collected. MM suggested that all docs to be collected for Cortney to come in one visit.
INBOUND ARC CALL: MM s/w Carol: she stated she would be ok to have someone come by. MM informed that I am working with marketer-Cortney Krousey.
ARC CALL: MM ATC, unable to reach, LVM-detailed. Will f/u 10-10-2024.
INBOUND ARC CALL: MM s/w: Sherry (RN Landmark HBMC): confirming contact details for prospect. Confirmed # on profile is accurate and MM will reach out. Sherry asked if MM could have someone go see her and help her picture the supporting docs.
Spoke with prospect about needing lease agreement and Sept bank statements; She is gathering those documents and will follow up with me this week to come by and pick up; CK
MM s/w COURTNEY KROUSEY: She is going to go see Carol and get pics of bank statement for Sept 2024 and lease agreement and send to MM.
MM SENT EMAIL TO: DHS SUP-TORI: Good Afternoon Tori, I am inquiring about Carol Pflughoft. I am curious when she lost her benefits for PASSE. Could you please provide me the Notice of Action? She is in great need of the PASSE services again and she is not able to confirm who her PASSE Care Coordinator is. I am working with a social worker to get Carol back on track. Thank you for your assistance. Please see her details below to confirm her account. DOB: 08-09-1969 SSN: 523-04-2813
INBOUND SW CALL: FROM RACHEL & LANDMARK HOME HEALTH: Rachel had a lot of questions of how AR CHOICES works and where Carol is at in the process. Rachel is out of Kansas. MM educated what the background of Carol is. MM will work w/Courtney Krousey to get the docs needed. MM also sent an email to DHS Sup-Tori to get the Notice of Action. Rachel was thankful for assistance. Rachel also gave updated contact number for Carol.
Spoke with social worker Rachel about archoice for Carol Pflughoft; Referred to Megan Martin to reach out to social worker; Available to pick up any documents that are needed; CK
ARC DOCS EMAIL: MM SENT TO CAROL: Good Morning Carol,This is Megan Martin with Home Helpers.I know we were working to get clear pictures of the documents to support the AR Chioces application so we could help you get personal care through Medicaid. I wasn't sure if you had been able to retake pictures of the needed documents: >Pictures of May, July & August Direct Express statements>Pictures of Lease Agreement with the amount of rent you pay monthly>Pictures of insurance cards. If you have any questions please feel free to contact me. I look forward to hearing from you, thank you in advance.
ARC DOCS CALL: MM constant busy signal. MM will ATC by email.
ARC DOCS CALL: MM s/w Carol and asked for better quality pictures of statements w/out any info cut off. Carol will work on this and resend to MM.
ARC DOCS CALL: MM s/w Carol about her lease agreement not being complete, MM only received pages 10-16. Carol is sending pages 1-9 via email to MM.
ARC DOCS CALL: MM s/w Carol, she is still looking for her June bank statement and she just recv'd her new lease agreement. Carol will email these 2 docs to MM soon.
INBOUND EMAIL: MM recv'd bank statements from March-April 2024. MM responded that June-Aug bank statements are still needed.
ARC DOCS CALL: MM s/w prospect: MM went over the docs needed to apply for ARC: bank statements (checking), insurance cards and lease agreement. MM sent RC Text: This is Megan Martin with Home Helpers. You are welcome to email me at: MMARTIN@HOMEHELPERSAR.COM The supporting documents we are needing to apply for the AR Choices program:" >Last 3 months of bank statements: June, July & August >Pictures of all insurance cards: Medicare & United Healthcare >Lease agreement Please make sure all pictures are clear resolution as well as direct downward picture. Prospect is going to have to get the most recent bank statement for MM.