ASSESSMENT REQUESTED :: Joan Schlangen :: Tuesday 11/4, 10:30 AM

From
Gigi Sportelli <giulia.sportelli@thekey.com>
To
"St. Louis Intake" <stlouis-intake@thekey.com>
Date
2025-11-03 09:50:34
Folder
INBOX
--000000000000ce81110642b45a0a Content-Type: text/plain; charset="UTF-8" Hello St. Louis! 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. ** Requested Assessment Date and Time: Tuesday 11/4, 10:30 AM Client Name: Joan Schlangen Contact: Judy Kerr Phone Number: 314-369-2307 Referral Account: John Hancock SF LINK: https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000VSkkPYAT/view/ Range Quoted: $36-$40 Assessment Address: 3830 Sunrise Way Drive St. Louis, Missouri 63125 Weekly Hours: TBD Duration of Care: Ongoing ANTICIPATED SOC: TBD at AX Client Notes: John Hancock referral Steve called for care for his mother Joan who lives independently and is starting to need a bit of additional help around the home. They haven't utilized her policy with John Hancock at all, but are ready to get started and be prepared as her care needs increase over time. Lately she is showing a need for some companionship, she is quite lonely and would benefit from having someone in the home with her during the week. I let him know we can work with them during the assessment to determine things we can assist with during her daily life so her claim will be approved once opened. They have no experience with home care, so this will be new, but they are ready to move fwd with a visit to discuss their options & next steps. 10:30 AM Tuesday 11/4 for meeting *Gigi Sportelli* Lead Homecare Advisor Direct :: 786-796-6527 Learn More at TheKey.com --000000000000ce81110642b45a0a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello St. Louis! The below Opportunity is ready f= or 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. ** Requested Assessment Date and Time: Tuesday 11/4, 10:30 AM Client Name: <span style

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