--000000000000473f8a063bb596d8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This assessment has been confirmed for 8/12 at 1pm. On Wed, Aug 6, 2025 at 10:14=E2=80=AFAM Emily Swackhamer wrote: > A message was left with call back instructions > > On Wed, Aug 6, 2025 at 9:29=E2=80=AFAM Gayle Soulides > 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: August 7, 1PM >> >> Client Name: Allie Colvett >> >> Chatter Notes: >> >> GenWorth LTC. Sue has not spoken with Care Scout yet. She may >> appreciate guidance in initiating the Long Term Care policy. >> >> Sue reached out to TheKey for her mother, Allie 100 years old. Allie is >> in good health, takes no medications, does not see the doctor. She lives= in >> her own home and Sue is her primary caregiver. Sue describes Allie as be= ing >> pleasantly confused and needs assistance and verbal queuing to complete >> most ADLS. Sue helps her mother with her meals, showers, and errands. Al= lie >> is mobile with minimal assistance. When out of the home she uses a cane = and >> someone holding an arm , otherwise she uses a walker in her home . She i= s >> hard of hearing but has hearing aids.S he will not be able to use them >> without assistance. Allie is very sweet and communicates well but Sue fe= els >> she is lonely. We discussed the importance of regular engagement and its >> relation to healthy aging. I told her I thought it would be advantageous= to >> have a second person for Allie to spend time with. I explained our >> personalized care plans that will include her mother's past interests, >> hobbies, favorite songs and books, in order for us to make a deeper >> connection with her. >> >> Sue also stated that she likes to travel and that she'd like to be able >> to call on an agency at those times that she wants to take a week vacati= on >> or weekend vacations. I explained to Sue that TheKey is a long term care >> solution for families. We require a set schedule. I reviewed minimum hou= rs >> (12per week) and rates $36-$40. However, once Allie is a client, Sue is >> welcome to call on TheKey to add hours in the event she will be out of >> town, or if Sue is not feeling well and cannot tend to her mother, or sh= e >> simply needs a break. Sue thought that sounded like an excellent plan. >> >> Caller Name: Sue Agosta >> >> Caller Phone number: (314) 398-1293 >> >> Referral Account: GenWorth >> >> SF LINK: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 06UH00000RaSmDYAV/view?ws=3D%2Flightning%2Fr%2FLead%2F00QUH00000O4vzZ2AR%2F= view >> >> Range Quoted: $36-$40 I did not provide Care Scout rates as she has not >> spoken with them yet >> >> Address: 348 Cherry Hill Dr, Ellisville >> >> (S