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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 <marc.atkinson@thekey.com>

   - Prepare separate spreadsheet for Chuck and Tim, Total $28,295.96  (90
   days aged balances with the exception of the Albos) in AR pending approval
   to move to the client billing.

https://docs.google.com/spreadsheets/d/1hFhIjYPdlWAhoqii77iNXFWht5GlS29To8Sm4zrHs8s/edit?usp=sharing

   - Lorraine Monette $9,486.72
      - Mary Albo $8,913.94
      - Ray Albo $7,062.31
      - Tho Nguyen $2,832.99




@Shawntel Sousa <ssousa@thekey.com>

   - 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 <lito.delapena@thekey.com>

   - 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

<http://www.thekey.com>



---------- Forwarded message ---------
From: Gemini <gemini-notes@google.com>
Date: Thu, Dec 11, 2025 at 12:20 PM
Subject: Notes: “CDHC Discussion” Dec 11, 2025
To: <lito.delapena@thekey.com>


Notes from “CDHC Discussion”
These notes have been sent to invited guests in your organization.
Open meeting notes
<https://docs.google.com/document/d/1P-CB8aU22wrQW9BLFS66Ic1bQwSdU3qDfRc8PQc4iho/edit?usp=meet_tnfm_email>
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’s daughter, expressing
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 for Lorraine Monette’s appeal outcome before addressing her $9,482
balance while Shawntel Sousa suggested writing off Towin's balance, which
Marc Atkinson clarified is $2,832.99. Kristy Poyner and Chuck Terlesky
clarified the bi-weekly billing and quick rejection notification process,
and the team agreed on Lito Delapena's proposal for a bi-weekly process
where rejections trigger a ticket for Mark Atkinson to follow up on claims
status and moved the balances of $129 for Edward Grantham and $342 for
Jonathan Snatchel.
Suggested next steps
Lito Delapena will call Candace to look into the November 17th to 28th
invoice, as she believes she owes $77,000.
Shawntel Sousa will talk to Lorraine's son and Fuwind's daughter to see if
they can ask the case manager about extending the authorized hours by going
backwards in time.
Shawntel Sousa will try to get Fuwind's new authorization to correct the
records as soon as possible.
Lito Delapena and Marc Atkinson will prepare a separate spreadsheet from
the L presentation tab with the total figures, age, and service dates for
the elbows, Lorraine Monet, and Fuwind.
[image: Meeting records] [image: Document]Notes by Gemini
<https://docs.google.com/document/d/1P-CB8aU22wrQW9BLFS66Ic1bQwSdU3qDfRc8PQc4iho/edit?usp=meet_tnfm_email>
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