--0000000000009de1ef064d775845 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Lito, Is it cleaner if we can place it on their invoice for the next two weeks? On Fri, Mar 20, 2026 at 12:38=E2=80=AFPM Lito Delapena wrote: > HI Laura, > > Got it. Can you provide the service dates to which this $14K pertains? We > could include a collective start and end date on the credit memo for > documentation purposes > > Thank you, > > Lito Delapena > > Customer Contact and Collections Manager | TheKey > > Mobile: 619-722-8561 > > > > > > On Fri, Mar 20, 2026 at 9:25=E2=80=AFAM Laura Horval = wrote: > >> 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 acco= unt >>> 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 = wrote: >>> >>>> @Lito Delapena could you please assist Will >>>> with issueing this credit? >>>> >>>> On Fri, Mar 20, 2026 at 8:46=E2=80=AFAM Will Reid w= rote: >>>> >>>>> 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 thi= s 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 >>>>> was not trained on adding unscheduled visits from 24/7 reports to the >>>>> monthly 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 be= ing added to >>>>> find the missed revenue opportunity for Deupree House. >>>>> >>>>> >>>>> *Will Reid* >>>>> >>>>> Partner | TheKey >>>>> >>>>> Mobile: 513.707.2304 >>>>> >>>>> >>>>> >>>>> --0000000000009de1ef064d775845 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Lito, Is it cleaner if=C2=A0we can place it on their invoice for the next two = weeks?=C2=A0 On Fri, Mar 20, 2026 at 12:38=E2=80= =AFPM Lito Delapena < lito.de= lapena@thekey.com > wrote: HI Laura, Got it. Can yo= u provide the service=C2=A0dates to which this $14K pertains? We could incl= ude a collective start and end date on the credit memo for documentation=C2= =A0purposes Thank you, Lito Delapena Customer Contact and Collections Manager | Th= eKey Mobile: 619-722-8561 <img src=3D"https: