--0000000000003b8286064d7a5e7e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Okay, just want to make sure we do whichever is the most seamless and appropriate. The dates of service were Jan 2024- Nov 2025 On Fri, Mar 20, 2026 at 3:18=E2=80=AFPM Lito Delapena wrote: > HI Laura, > > The Credit memo can be created and applied to their invoices vs placing a > credit onto the invoice itself, ill a copy of the credit memo to you all > once its created. > > Thank you, > > Lito Delapena > > Customer Contact and Collections Manager | TheKey > > Mobile: 619-722-8561 > > > > > > On Fri, Mar 20, 2026 at 9:40=E2=80=AFAM Laura Horval = wrote: > >> 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 curre= nt >>>> open balance. >>>> >>>> On Fri, Mar 20, 2026 at 11:46=E2=80=AFAM Lito Delapena >>> lito.delapena@thekey.com> 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 ac= count >>>>> 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 = wrote: >>>>>> >>>>>>> Tim, >>>>>>> We are going to have to credit the DH $14,674.00 on their next Marc= h >>>>>>> invoice. Laura has outlined the issue below. Who all needs to get t= his 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 th= at she >>>>>>> was not trained on adding unscheduled visits from 24/7 reports to t= he >>>>>>> monthly billing report that Deupree uses to bill their residents. W= e did a >>>>>>> look back of the 23 month period when these visits weren=E2=80=99t = being added to >>>>>>> find the missed revenue opportunity for Deupree House. >>>>>>> >>>>>>> >>>>>>> *