Re: New Assessment needed- Marjorie Evans

--000000000000b2483506409640f1 Content-Type: multipart/alternative; boundary="000000000000b2483406409640f0" --000000000000b2483406409640f0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the update, Sarah! On Tue, Oct 7, 2025 at 11:45=E2=80=AFAM Sarah Tenny wrote: > I attempted to call and confirm- there was no answer. I will try again > later. > > On Tue, Oct 7, 2025 at 1:01=E2=80=AFPM Liesel Springall liesel.springall@thekey.com> wrote: > >> >> 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 assessment. ** >> >> Assessment Date and Time:10/8 at 4pm *In person >> >> Client Name: Marjorie Evans >> >> Chatter Notes: John's call was transferred to me. He is seeking services >> for his mother, Marjorie, who resides with him. She uses a walker to >> ambulate and needs ADL assistance (bathing, dressing, toileting due to >> incontinence), meal preparation, and light housekeeping. She has CGs fro= m >> another agency, but he is trying to find a lower rate and needs longer >> shifts. He would ideally like 6 days a week from 9 a.m. to 5 p.m. I >> provided him with a rate range $36-$40. He is interested in an assessmen= t >> on 10/8 at 4 p.m. I scheduled AX >> >> - >> - >> >> >> >> >> Caller Name: John Evans >> >> Caller Phone number: (314) 906-3932 >> >> Referral Account: Web lead >> >> SF LINK: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000UOvYYYA1/view >> >> Range Quoted: $36-$40 >> >> Address: 2015 S. Brand Blvd Apt 106 St. Louis MO 63103 >> >> Weekly Hours: Monday- Saturday 9am-5pm >> >> Duration of Care: Greater than 6 months >> >> ANTICIPATED SOC: 10/13 >> -- >> >> Regards, >> >> *Liesel Springall,MHA* >> >> *Regional Intake Manager* >> >> *liesel.springall@thekey.com * >> >> TheKey.com >> >> [image: image.png] >> > > > -- > Sarah Tenny, BSN, MSN > Client Success Manager > sarah.tenny@thekey.com > Mobile: (314) 718-6255 > Office: (314) 863-8989 > TheKey.com > *We value your feedback. Please leave us a Google review > * > > --=20 Regards, *Liesel Springall,MHA* *Regional Intake Manager* *liesel.springall@thekey.com * TheKey.com [image: image.png] --000000000000b2483406409640f0 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for the update, Sarah! On Tue,= Oct 7, 2025 at 11:45=E2=80=AFAM Sarah Tenny &lt; sarah.tenny@thekey.com &gt; wrote: I attempted to call = and confirm- there was no answer. I will try again later.=C2=A0 On Tue, Oct = 7, 2025 at 1:01=E2=80=AFPM Liesel Springall &lt; liesel.springall@thekey.com &gt; w= rote: <div dir= =3D"lt