--000000000000b17307064d7722eb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Lito! The credit would be placed on the Enriched Living Program- ERS Deupree account. It would be utilized towards their current open balance. On Fri, Mar 20, 2026 at 11:46=E2=80=AFAM Lito Delapena wrote: > Good Morning! > > Happy to help, would this credit memo be similar to what we completed for > Duepree house in December, essentially refunding them $14,674.00 or would > the credit need to be placed on the TheKey Cleaning customer account and > utilized towards their current open balance? > > Thank yu, > > ito Delapena > > Customer Contact and Collections Manager | TheKey > > Mobile: 619-722-8561 > > > > > > On Fri, Mar 20, 2026 at 5:55=E2=80=AFAM Timothy Thomas wr= ote: > >> @Lito Delapena could you please assist Will >> with issueing this credit? >> >> On Fri, Mar 20, 2026 at 8:46=E2=80=AFAM Will Reid wro= te: >> >>> Tim, >>> We are going to have to credit the DH $14,674.00 on their next March >>> invoice. Laura has outlined the issue below. Who all needs to get this = to >>> ensure it=E2=80=99s handled correctly? >>> >>> We did a recent audit of the RA billing and discovered that when a team >>> member was off boarded and a new team member was brought on that she wa= s >>> not trained on adding unscheduled visits from 24/7 reports to the month= ly >>> billing report that Deupree uses to bill their residents. We did a look >>> back of the 23 month period when these visits weren=E2=80=99t being add= ed to find >>> the missed revenue opportunity for Deupree House. >>> >>> >>> *Will Reid* >>> >>> Partner | TheKey >>> >>> Mobile: 513.707.2304 >>> >>> >>> >>> --000000000000b17307064d7722eb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Lito! The credit would be placed on the Enriched = Living Program- ERS Deupree account. It would be utilized towards their cur= rent open balance.=C2=A0 On Fri, Mar 20, 2026 at = 11:46=E2=80=AFAM Lito Delapena < lito.delapena@thekey.com > wrote: Good Morning! Happy t= o help, would this credit memo be similar to what we completed for Duepree = house in December, essentially=C2=A0refunding them $14,674.00 or would the = credit need to be placed on the TheKey Cleaning customer account and utiliz= ed towards their current open balance? Thank yu, ito Delapena Customer= Contact and Collections Manager | TheKey Mobile: 619-722-8561 = <input name=3D"virtru-metada= ta" type=3D"hidden" value=3D"{"email-policy":{"disableCopyPa= ste":false,"disablePrint":false,"disableForwarding&q