Hello,
The below opportunity is ready for an assessment! An intake call has
already been conducted. Please contact the caller to introduce yourself and
confirm the assessment date/time.
**Please confirm the CSM completing the assessment**
*Assessment Date and Time: *Friday, 9/26, 12PM
*Client Name: *Carla Cox
*Chatter Notes:*
Kiana transferred Jennifer to me to set up the assessment. Jennifer let me
know that she lives out of state and is visiting her mom the week of 9/22
and would prefer to do the assessment at the end of the week. She requested
this for Friday, 9/26 at 12PM. Her mom's current CG Dawn will be there at
this time as well, which she feels like with help when going over the
assessment details.
Carla currently has 2 caregivers that they love, but they were not able to
do the additional weekend coverage that they are needing, so they started
looking into agencies. Jennifer mentioned that they used an agency before
and had a very bad experience with which caregivers were being matched up.
I went over our screening process and how we match up both on skill set and
personality through the customized care plan. Jennifer said she is still
very weary about this and wanted to know if they could interview the
caregivers beforehand. I let her know that during the assessment we could
discuss the possibility of a meet and greet shift where care is provided
for a shorter period of time the first time to provide them with some
assurance it's a good fit. I let her know there still would be a charge for
this, which she understood, and that it would need to be confirmed with the
CSM.
Jennifer wanted to make sure we were aware of her mom's anxiety,
depression, and OCD that she had discussed with Kiana and that one of the
most important things is having a CG who understands this and be there for
support/companionship for her mom.
She would like the caregiver to provide transportation for outings and
errands using Carla's car. Jennifer said that Carla does like to go to
church and asked if this is somewhere the caregiver would still be able to
assist. I let her know that we couldn't match up caregivers based on
religious affiliation, but we can provide transportation and accompany her
mom for care to any outings/activities including this.
I let Jennifer know that we would follow up by Monday at the latest to
confirm.
*Caller Name: *Jennifer, Daughter
*Caller Phone Number: *(919) 824-9929, jen@jen-cox.com
*Referral Account:* Internet, Chat GPT Search
*SF Link: *
https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000TJPI9YAP/view
*Range Quoted: *$36-$40/hr
*Address: *3704 Bluff Spring Dr, St. Charles, MO, 63303
*Weekly Hours: *Friday-Sunday, 4 hrs each day
*Duration of Care: *1-6 months
*Anticipated SOC:* Friday, 10/3
Thank you!
Shelby
--
Shelby Lowell
*Regional Intake Manager*
slowell@thekey.com
TheKey.com <https://www.thekey.com/>