--00000000000066a647062050dc04 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, my thoughts were similar. I will start with cordial reminder they have 12 months to use the balance of their payment. I will let you know how strongly he protests. Thank you, Diane On Thu, Aug 22, 2024 at 9:40 PM Timothy Thomas wrote: > Hi Diane. > > I would start with holding firm and offering him 12 months to use the > credit on file. If he continues to push back we can discuss a refund for = a > portion of the balance, say 50% > > Thanks for bringing this to my attention. > Best > Tim > > On Thu, Aug 22, 2024 at 6:31=E2=80=AFPM Diane Mockenhaupt > wrote: > >> Hi Tim, >> >> We had a client very briefly in June who entered services using the >> Advanced Pay Care Commitment Agreement. The client, Margie, was resistan= t >> 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 service= s >> 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 h= im >> 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 client= s >> 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] >> > --00000000000066a647062050dc04 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim, =C2=A0 my thoughts were similar. I wi= ll start with cordial reminder they have 12 months to use the balance of th= eir payment. I will let you know how strongly he protests.=C2=A0 Thank you, = Diane On Thu, Aug 22, 2024 at 9:40 PM Timothy Thomas < tt@thekey.com > wrote: Hi Diane.=C2=A0 I would start with holding firm and offering him 1= 2 months to use the credit on file. If he continues to push back we can dis= cuss a refund for a portion of the balance, say 50% = Thanks for bringing this to my attention.=C2=A0= Best Tim=C2=A0 On Thu, A= ug 22, 2024 at 6:31=E2=80=AFPM Diane Mockenhaupt < dmockenhaupt@thekey.com > wrot= e: Hi Tim, We had a client very briefly in June wh= o 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'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 o