--0000000000000b953c064cd44c1b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I just tagged Sarah as well in chatter. The AX has been cancelled for tomorrow. On Tue, Mar 10, 2026 at 4:46=E2=80=AFPM Tayler Lacy wrote: > Hello Team, > > An assessment has been scheduled for the following client: > > - Fast Start: false > - Anticipated Tier: Tier 2 > - Proposed Start Date for Care: March 30, 2026 > - Type: In Person > > *Client Name:* Bonnie Mullen > > *Phone Number:* 9103157700 > > *Address: *8300 Delmar Boulevard- APT 303, St. Louis, MO, 63124 > > *Priority Zip:* Priority 1 > > *Assessment Date/Time:* 3/13/2026, 2:00 PM > > *Referral Account: *A Place for Mom Partnership > > *Salesforce Link:* Bonnie Mullen =E2=80=93 St. Louis =E2=80=93 3/30/2026 > > > *Proposed Schedule:* > > - Scheduled by: Tayler Lacy > > > > *Client Summary: * > > *This summary was generated by AI and may contain errors. This summary wa= s > generated on March 10, 2026 at 1:45 PM PDT.* > > *Opportunity Overview:* > > - Stage is Assessment Pending for Bonnie Mullen > > through St. Louis > > office > - Primary care need is support for chronic conditions with anticipated > start of care on March 30, 2026 > - Weekly hours requested: 11-20 hours, Monday-Saturday 7-12pm > - Care is needed within the coming weeks due to dissatisfaction with > current agency > > *Assessment Information:* > > - Assessment status is Pending Scheduled Date > - Scheduled by Tayler Lacy > > - Compliance level is Non-Regulated > - In-person assessment scheduled for Friday, March 13 at 2 PM > > *Client Information:* > > - Client: Bonnie Mullen > , age > 85 > - Address: 8300 Delmar Boulevard- APT 303, St. Louis, MO 63124 > - Primary contact is James Mullen with preferred communication method > by phone > - Key care needs include assistance with bathing, shower help, meal > preparation (especially dinner), and ki