--00000000000095a8b00645b6c533 Content-Type: multipart/alternative; boundary="00000000000095a8af0645b6c532" --00000000000095a8af0645b6c532 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Team, Appreciate your time today, attached are our Gemini notes from our call along with a breakout of action items and next steps. *Action Items:* @Marc Atkinson - Prepare separate spreadsheet for Chuck and Tim, Total $28,295.96 (90 days aged balances with the exception of the Albos) in AR pending approv= al to move to the client billing. https://docs.google.com/spreadsheets/d/1hFhIjYPdlWAhoqii77iNXFWht5GlS29To8S= m4zrHs8s/edit?usp=3Dsharing - Lorraine Monette $9,486.72 - Mary Albo $8,913.94 - Ray Albo $7,062.31 - Tho Nguyen $2,832.99 @Shawntel Sousa - Contact Lorraine's Son to discuss a possible appeal to their CDHC authorized hours being reduced from 38 hours monthly to 6 hours - Client ended care with TheKey, would like to salvage the relationship - Obtain updated CDHC authorization letter from Tho Nguyen - Discuss appealing the CDHC reduction of hours with clients daughter @Lito Delapena - Review Invoice details for Ray Albo Invoice 1191860, Candace claims they owe $741- Notes below on initial review - Pending phone call to Candace to review the updated invoice format. Reviewed the invoices for Ray Albo and their invoice responsibility for the week is $77.41. With the role out of the updated authorizations client now has additional visibility into what we are invoicing CDHC.You will see on the screenshot below that each individual shift is broken out by the total shift, the CDHC responsibility , Client responsibility and total for the day as whole. I can see where Candace may be confused as to thinking she owes $741 but as you can see on the invoice examples below the Invoice balance reflects $74.41. We sent email notifications to all clients prior to the change, but we can reach out to discuss with Candace in detail. . [image: image.png] [image: image.png] Please let me know if you have any questions Thank you, Lito Delapena Customer Contact and Collections Manager | TheKey Mobile: 619-722-8561 ---------- Forwarded message --------- From: Gemini Date: Thu, Dec 11, 2025 at 12:20=E2=80=AFPM Subject: Notes: =E2=80=9CCDHC Discussion=E2=80=9D Dec 11, 2025 To: Notes from =E2=80=9CCDHC Discussion=E2=80=9D These notes have been sent to invited guests in your organization. Open meeting notes The content was auto-generated on December 11, 2025, 12:18 PM PST and may contain errors. Summary Lito Delapena led a discussion focused on resolving client balances, confirming a $28,000 balance owed by the ALBO client due to multi-agency billing timing issues, with Candace, the client=E2=80=99s daughter, express= ing frustration over recent invoices. Lito Delapena and Shawntel Sousa addressed significant balances for clients like Lorraine Monette and Towin, resulting from uncommunicated CDHC authorization reductions, and decided to wait