--000000000000313f5a064d7751ec Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 w= rote: > 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 fo= r >> Duepree house in December, essentially refunding them $14,674.00 or woul= d >> the credit need to be placed on the TheKey Cleaning customer account 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 w= rote: >> >>> @Lito Delapena could you please assist Will >>> with issueing this credit? >>> >>> On Fri, Mar 20, 2026 at 8:46=E2=80=AFAM Will Reid wr= ote: >>> >>>> 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 this= to >>>> ensure it=E2=80=99s handled correctly? >>>> >>>> We did a recent audit of the RA billing and discovered that when a tea= m >>>> member was off boarded and a new team member was brought on that she w= as >>>> not trained on adding unscheduled visits from 24/7 reports to the mont= hly >>>> billing report that Deupree uses to bill their residents. We did a loo= k >>>> back of the 23 month period when these visits weren=E2=80=99t being ad= ded to find >>>> the missed revenue opportunity for Deupree House. >>>> >>>> >>>> *Will Reid* >>>> >>>> Partner | TheKey >>>> >>>> Mobile: 513.707.2304 >>>> >>>> >>>> >>>> --000000000000313f5a064d7751ec Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Laura, Got it. Can = you provide the service=C2=A0dates to which this $14K pertains? We could in= clude a collective start and end date on the credit memo for documentation= =C2=A0purposes Thank you, Lito Delapena Customer Contact and Co= llections Manager | TheKey Mobile: 619-722-8561 <input name=3D"virtru-metadata" ty= pe=3D"hidden" value=3D"{"email-policy":{"disableCopyPaste&qu= ot;:false,"disablePrint":false,"disableForwarding":fals= e,"enableNoauth":false,"expires":false,"sms":= false,"expirationNum":1,"expirationUnit":"days&quo= t;,"expirationDate":null,"isManaged":false},"attac= hments":{},"compose-id":"3","