Also- just wanted to make sure that it is spelled Deupree House. Thanks for
all your help!
On Fri, Mar 20, 2026 at 4:16 PM Laura Horval <lhorval@thekey.com> wrote:
> 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 PM Lito Delapena <lito.delapena@thekey.com>
> 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
>>
>> <http://www.thekey.com>
>>
>>
>>
>> On Fri, Mar 20, 2026 at 9:40 AM Laura Horval <lhorval@thekey.com> 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 PM Lito Delapena <lito.delapena@thekey.com>
>>> 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
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>>
>>>> On Fri, Mar 20, 2026 at 9:25 AM Laura Horval <lhorval@thekey.com>
>>>> 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 AM 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 account
>>>>>> and utilized towards their current open balance?
>>>>>>
>>>>>> Thank yu,
>>>>>>
>>>>>> ito Delapena
>>>>>>
>>>>>> Customer Contact and Collections Manager | TheKey
>>>>>>
>>>>>> Mobile: 619-722-8561
>>>>>>
>>>>>> <http://www.thekey.com>
>>>>>>
>>>>>>
>>>>>>
>>>>>> On Fri, Mar 20, 2026 at 5:55 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>>
>>>>>>> @Lito Delapena <lito.delapena@thekey.com> could you please assist
>>>>>>> Will with issueing this credit?
>>>>>>>
>>>>>>> On Fri, Mar 20, 2026 at 8:46 AM Will Reid <wreid@thekey.com> wrote:
>>>>>>>
>>>>>>>> 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’s 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’t being added to
>>>>>>>> find the missed revenue opportunity for Deupree House.
>>>>>>>>
>>>>>>>>
>>>>>>>> *Will Reid*
>>>>>>>>
>>>>>>>> Partner | TheKey
>>>>>>>>
>>>>>>>> Mobile: 513.707.2304
>>>>>>>>
>>>>>>>> <http://www.thekey.com>
>>>>>>>>
>>>>>>>>