Hello Team,An assessment has been scheduled for the following client:Fast Start: falseAnticipated Tier: Tier 3Proposed Start Date for Care: March 2, 2026�Type: In PersonClient Name: Marilyn FriedmanPhone Number: (314) 993-4596�Address: One McKnight Place Apt. 153, St. Louis, Missouri, 63124Priority Zip: Priority 1Assessment Date/Time: 2/24/2026, 1:00 PMReferral Account: The GatesworthSalesforce Link: Marilyn Friedman � St. Louis � 3/2/2026��Proposed Schedule: Scheduled by:�Gigi Sportelli��Client Summary:��This summary was generated by AI and may contain errors. This summary was generated on February 24, 2026 at 6:28 AM PST.
Opportunity Overview:
Stage is Assessment Pending with anticipated start of care on March 2, 2026Office: St. LouisWeekly care requirement is 41+ hours (primarily overnight care 7:30pm-6:30am)Duration of care is expected to be less than 1 month initiallyClient is an existing client returning after hospitalization and rehabilitation
Assessment Information:
Status: Pending Scheduled DateScheduled By: Gigi SportelliAssessment record: Marilyn Friedman � St. Louis � 3/2/2026Compliance: Non-Regulated
Client Information:
Client: Marilyn Friedman, age 80Primary Contact: Larry MayRecent medical history: Hospitalized for 9 days after a fall with head injury and seizures, followed by memory care and assisted living staysCare needs: Overnight assistance primarily for bathroom support (client wakes 4-5 times per night)Current status: Recently discharged and making good progress with therapy evaluations
Referral Source:
Referral Account: The GatesworthCategory: Senior CommunityMain Point of Contact: Jane Lynch
Action Items and Next Steps:
Schedule assessment visit (tentatively planned for 1pm today per recent communication)Client is ready to begin service as soon as Thursday or Friday this weekFamily emphasizes need for consistent caregivers due to previous struggles with care continuityNo next steps currently logged in system - requires immediate attentionCurrent aide through The Gatesworth Personal Care has been providing 11 hours overnight but family wants to transition to TheKeyPlease coordinate with the Care Team to prepare for Start of Care.�Thank you,��The LHA Team