--000000000000406ec306166418a8 Content-Type: multipart/alternative; boundary="000000000000406ec306166418a7" --000000000000406ec306166418a7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 b= y > both CC and E-Transfer on their first 5 invoices on service. > > 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 twice > and the duplicate payment is still sitting unallocated on the account. We > will partner with our payment application team to process this refund as > well since we cannot include this amount on the YTD report since we do no= t > 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 out > the information or provide it here for me to input on the attached. I thi= nk > this will suffice in making sure Rachel is aware why the totals were off > and I will connect with Rachel again once the below is filled in so we ca= n > present to Rachel. > > > 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 10:37=E2=80=AFAM Joey Taylor > wrote: > >> Thank you Lito, >> >> Can I confirm Alejandro is communicating with the client throughout the >> process with the steps we are taking get this done ASAP? >> >> >> On Thu, Apr 18, 2024 at 10:31=E2=80=AFAM Lito Delapena >> wrote: >> >>> Good Morning Joey, >>> >>> I have my Team Lead Alejandro looking into this, we will pull another >>> 2023 YTD payment summary for Helen Buck and compare it to what she rece= ived >>> previously. Based on Rachel's email she is wanting th