Care Committment - Client Wants Refund

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
2024-08-22 17:30:48
Folder
INBOX
--000000000000aa4d2906204d369e Content-Type: multipart/alternative; boundary="000000000000aa4d2806204d369c" --000000000000aa4d2806204d369c Content-Type: text/plain; charset="UTF-8" Hi Tim, We had a client very briefly in June who entered services using the Advanced Pay Care Commitment Agreement. The client, Margie, was resistant to care so our services were cancelled. The client's son, who signed the agreement as the responsible party, has contacted our CSM stating he would like a refund for monies not used. Before I call him, I want to get your input. They spent $1800 on services so he would like a refund of $3200. To prevent any backlash do you recommend we authorize the refund? Or do you think it better I remind him of the agreement he signed and let him know we would be happy to provide caregiver(s) for his mother and father to use up the balance. The clients are Patrick and Margie Miscinski. I have attached the Client Consent Agreement for your reference. Thank you, Diane -- Diane Mockenhaupt General Manager, Chicago Office *Please note my email has changed:* dmockenhaupt@TheKey.com (224) 808-0607 (847) 853-7777 TheKey.com [image: TheKey] --000000000000aa4d2806204d369c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, We had a client very briefly in June who entered=C2=A0services using the Advanced Pay Care Commitment=C2=A0Agreement= . The client, Margie, was resistant to care so our services were cancelled. The client&#39;s son, who signed=C2= =A0the agreement=C2=A0as the responsible party, has contacted our CSM stating he would like a refund for monies not used. Before I call him, I want to get your input. They spent $1= 800 on services so he would like a refund of $3200. To prevent any backlash do you recommend we authorize the refund? Or do you think it better =C2=A0I remind= him of the agreement he signed and let him know we would be happy to provide caregiver(s) for his mother and father to use up the balance. The clients are Patrick and Margie Miscinski.= I have attached the Client Consent Agreement for your reference. Thank you, Diane -- Diane Mockenhaupt General Manager, Chicago Office Please note my email has changed: = dmockenhaupt@TheKey.com (224) 8= 08-0607 (847) 853-7= 777 TheKey.com </t

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