--00000000000016b0cd063b184aab Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ASSESSMENT NEEDED 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. Client Name: Sandy O=E2=80=99Fallon Caller Name: Jeff O=E2=80=99Fallon (Son) Contact Information: (314) 583-8896 - ofallon.jeff@gmail.com Summary: Sandy has been diagnosed with Dementia. She will be resistant to care but Jeff has gotten her to agree to meeting with the team. She works well with verbal prompting. Balanced care method and enhanced dementia training was reviewed. We talked a lot about nurturing the relationship and that it will take time to develop. The goal is to keep her in her own environment even if it's a stepping stone to a move farther down the road. = Jeff would like to meet in person on Wednesday, August 6, 2025 at 4pm due to him working until 3:30PM. A tentative assessment has been scheduled. Please reach out to Jeff to confirm and adjust SF accordingly. Referral Account: Internet Salesforce Link: https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000= 00ZykBuYAJ/related/Opportunities/view Quoted: $36 - $42 Address: 604 Thunderbird Court - A, Chesterfield, MO 63017 Schedule: 11- 20hrs Duration of Care: Greater than 6 months ANTICIPATED SOC: TBD *Warmest Regards,* *Aretha Ilion* *TheKey Homecare * *Lead Homecare Advisor* *aretha.ilion@thekey.com* *Office Number - 414-207-6848* *Cell Number - 414-208-5430* --00000000000016b0cd063b184aab Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ASSESSMENT NEEDED=C2=A0 CSM/G= M/HCL to call and=C2=A0 introduce yourself and confirm the intake assessmen= t/consultation. Please 'reply all' to this email to confirm receipt= of this request and who will be completing the assessment. =C2=A0 Client Name: Sandy O=E2=80=99Fallon Caller Name: <span style= =3D"font-size:10