Re: Mary and Ray Albo | Invoices 1231897, 1244341, 1242689, 1226207

From
Chuck Terlesky <cterlesky@thekey.com>
To
Shawntel Sousa <ssousa@thekey.com>
CC
Marc Atkinson <marc.atkinson@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Timothy Thomas <tt@thekey.com>, Michelle Schefter <michelle.Kenaga@thekey.com>
Date
Fri, 13 Mar 2026 15
Folder
INBOX
--000000000000d7ff91064ceef7be Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Thank you so much for your diligence on this, and for keeping Shawntel and the team updated on the payment with the Albos. I also want to thank Shawntel for her efforts and understanding throughout the process. I know it=E2=80=99s been time-consuming, and I truly appreciate the thorough follo= w-up from both of you. Please keep me posted if there=E2=80=99s anything further I can do to assis= t. Chuck On Fri, Mar 13, 2026 at 2:47=E2=80=AFPM Shawntel Sousa = wrote: > Hi, > > No problem at all. Thanks for your work on this, I know its time consumin= g. > > *Respectfully, * > > *Shawntel Sousa, LPN* > > Client Success Manager | TheKey > > Mobile: 403-305-6588 Office: 403-301-3777 > > > > > > > On Fri, Mar 13, 2026 at 2:38=E2=80=AFPM Marc Atkinson > wrote: > >> Shawntel, >> >> Chuck asked me to send a balance update, which is why I sent my previous >> email. I also wanted to send the screenshot of the Etransfer receipt, as= I >> figured your office would want to see that. >> >> I was formatting the email, having to go back and forth between Excel an= d >> the email in google. I did not see your email until after I sent mine an= d >> the thread updated. >> >> We will continue following up on the payment. >> >> >> >> On Fri, Mar 13, 2026 at 4:29=E2=80=AFPM Shawntel Sousa wrote: >> >>> HI, >>> >>> Sorry, maybe read my clear care note but as of right now she is sending >>> the $3,000 to try to avoid having her services paused while she sorts o= ut >>> the remaining balance. She is convinced that we double-billed her. >>> >>> *Respectfully, * >>> >>> *Shawntel Sousa, LPN* >>> >>> Client Success Manager | TheKey >>> >>> Mobile: 403-305-6588 Office: 403-301-3777 >>> >>> >>> >>> >>> >>> >>> On Fri, Mar 13, 2026 at 2:14=E2=80=AFPM Marc Atkinson >>> wrote: >>> >>>> Hi Everyone, >>>> >>>> Some good news here! I was compiling Mary & Ray Albo's account >>>> statements to provide your office with the open balances due, per Chuc= k's >>>> request. I then noticed that we just received a $3,000 e-transfer paym= ent >>>> from Candice. Please see the details of the payment below. >>>> >>>> The account balances, before posting the $3,000.00, are also seen >>>> below. >>>> >>>> Lito and I will review the invoices to determine which ones are the >>>> oldest to apply the funds to, and we will send an email detailing the >>>> payment to Candice before posting it. Our wish is to be as completely >>>> transparent with the posting of funds as possible,. >>>> >>>> May your office please review this information and advise if Candice >>>> told your office during the call that she would bring the account curr= ent, >>>> or should we only expect the $3,000 for the time being and continue to >>>> follow up for additional payments? Lito and I agree that we must stres= s >>>> that she needs to bring the account completely current or face service >>>> suspension.

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