--000000000000c96b2e0616643edc Content-Type: multipart/related; boundary="000000000000c96b2d0616643edb" --000000000000c96b2d0616643edb Content-Type: multipart/alternative; boundary="000000000000c96b2c0616643eda" --000000000000c96b2c0616643eda Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Tim! We are going to email over the attached report to Rachel. If there are any further issues we will let you all know. Regards, *--* *Alejandro Aponte* Help Desk Team Lead (OTC) aaponte@TheKey.com (408) 479-8654 TheKey.com [image: TheKey] On Thu, Apr 18, 2024 at 3:40=E2=80=AFPM Timothy Thomas wrot= e: > Hi Alejandro, > > Joey is on the road today. > > You can simply copy what I used in the previous example. This is relevant > for all clients. > > On Thu, Apr 18, 2024 at 3:37=E2=80=AFPM Alejandro Aponte > wrote: > >> Hello Joey, >> >> Just touching base on the below needed, Rachel is okay with just filling >> out the type of service we are providing based on the plan of care. Your >> assistance is greatly appreciated to resolve this issue ASAP. >> >> Name of company: >> Business and tax number: >> Business Address: >> *Services provided: (care notes/ADL's)* >> >> >> (Below is an example of what Tim has previously filled in for the last >> request we received like this.) >> >> [image: image.png] >> >> >> Regards, >> *--* >> *Alejandro Aponte* >> Help Desk Team Lead (OTC) >> aaponte@TheKey.com >> >> (408) 479-8654 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Apr 18, 2024 at 11:32=E2=80=AFAM Alejandro Aponte >> wrote: >> >>> Hello Joey, >>> >>> I spoke with Rachel and we are in agreement that the total payment >>> report for 2023 should reflect $9,082.42. Unfortunately the original >>> payment report pulled for the client did not include a large refund of >>> $5,338.86 posted in QB on 12/27/23 for double charging the client since >>> they paid by both CC and E-Transfer on their first 5 invoices on servic= e. >>> >>> The refund also only covered 4 out of 5 double payments the client made= , >>> we are still needing to refund $510.49 since invoice#51248 was paid twi= ce >>> and the duplicate payment is still sitting unallocated on the account. = We >>> will partner with our payment application team to process this refund a= s >>> well since we cannot include this amount on the YTD report since we do = not >>> have an invoice that can be tied to this invoice. >>> >>> >>> I have created the attached template for send over to Rachel, I am >>> requesting your assistance in completing the top section. Please fill o= ut >>> the information or provide it here for me to input on the attached. I t= hink >>> this will suffice in making sure Rachel is aware why the totals were of= f >>> and I will connect with Rachel again once the below is filled in so we = can >>> present to Rachel. >>> >>> >>> Name of company: >>> Business and tax number: >>> Business Address: >>> Services provided: (care notes/ADL's) >>> >>> >>> (Below