In Person AX on 06/08 at 3pm - Sonja Hall - Washington University SW - Jenna

From
Maria Prudhont <mprudhont@thekey.com>
To
stlouis-intake@thekey.com, Emily Swackhamer <emily.swackhamer@thekey.com>, Sarah Tenny <sarah.tenny@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Cristal Munoz <cmunoz@thekey.com>, Timothy Thomas <tt@thekey.com>, Maria Prudhont <mprudhont@thekey.com>
Date
Tue, 17 Jun 2025 11:04:29 -0700
Folder
INBOX
--000000000000f38ecc0637c85850 Content-Type: text/plain; charset="UTF-8" *Next Steps: **CSM/GM/HCL to call and introduce yourself and confirm the intake assessment/consultation. Please 'reply all' to this email to confirm receipt of this request and who will be completing the assessment. * *** Please make sure to update Salesforce with yourself as the Opportunity Owner.*** *Contacts:* - Laura Holden - 314-413-6328 *Referral Source*: SW - Washington University - Jenna but did not know her last name @ - *SF Link*: - https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000PTylZYAT/view *Preferred Assessment Date and Type*: Wednesday 06/18/2025 @ 3pm *Person Performing Assessment*: TBD *Assessment Address:* - The Bethesda Orchard - 31 N Old Orchard Road, Apt 226 - Webster Grove, MO 63119 *Home Address*: - The Bethesda Orchard - 31 N Old Orchard Road, Apt 226 - Webster Grove, MO 63119 *Summary and Care Needs*: - Mom - Sonja Hall - LTC Banker's Life - laurakholden@wustl.edu - The Bethesda Orchard - 31 N Old Orchard Road, Apt 226 - Webster Grove, MO 63119 - - DX TIA and memory issues - Walking with a walker and a little unsteady - Has PT that started today so hopefully she will get stronger - Bathing, dressing, personal care and light housekeeping - Hearing her vision and speech - has hearing loss - and wears hearing aids, wears glasses, speaks well - No Allergies - Diet restrictions - None - Pets - no - - Will want to review email and then decide what to do - just inquiring for now - To be determined at AX - Ax on Wednesday 3pm tomorrow both sisters are here so they want the assessment done while they are here - *Quoted*: - $36-$40 Range quoted - final rate tbd at AX *Potential schedule for first two weeks of care*: Daily care tbd at AX - they will at least to 4 hours and our minimum - they want to discuss the appropriate schedule on assessment *Preferred start date*: After AX *Keys to Success*: Please call Laura to confirm who is going to assessment - they want the assessment tomorrow because both Laura and her sister are there with parents. *Warmest Regards, MARIA PRUDHONT* REGIONAL INTAKE MANAGER NATIONWIDE *DIRECT: 424-334-0764CELL: 310.713.8530OFFICE: 626.773.4490 (After hours & weekends)* *Please note my email has changed:* *mprudhont@thekey.com* *WEBSITE:* TheKey.com [image: TheKey] --000000000000f38ecc0637c85850 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Ne= xt Steps:=C2=A0 =C2=A0 CSM/GM/HCL to call and=C2=A0 introduce yourself and confirm the= intake assessment/consultation. =C2=A0 Please &#39;reply all&#39; to this em= ail to confirm receipt of this request and who will be completing the asses= sment.=C2=A0 ** Please m= ake sure to update Salesforce with yourself as the Opportunity Owner.** <strong s= tyle

Thread (50)