Re: IN PERSON ASSESSMENT SCHEDULED [JOHN KELLEY, 2/6, 11AM]

--000000000000aa88ad0649dd5aee Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Confirmed for 2/6 11:00am On Mon, Feb 2, 2026 at 2:18=E2=80=AFPM Kiana Prudhont 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: Friday, 2/6, 11am > > Client Name: Joseph Kelley > > Chatter Notes: Joseph was referred to us by John Hancock LTCi. He only > wants the minimum hours as he is looking primarily for light housekeeping > and meal preparation. His wife passed away 6 years ago and he has since > lost the drive to cook so he skips meals. He wants someone to make the > meals for him so it will encourage him to eat. Looking for care to start > within the next month. > > Caller Name: Joseph Kelley > > Caller Phone number:(314) 791-0111 > > Referral Account: I put it under Word of Mouth, but John Hancock referred > him. I did not see the option for John Hancock in St. Louis. Please let m= e > know if this needs to be changed. > > SF LINK: > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000Zanu7YAB/view > > Range Quoted: $36-$40 > > Address: 4 Glocca Mora Ln. , St Louis MO 63124 > > Weekly Hours: 3 day a week, 4 hours a day > > Duration of Care: 6 months+ > > ANTICIPATED SOC: TBD at assessment. Within the next month. > Thank you! > > -- > > *Warmest Regards, * > Kiana Prudhont > Lead Homecare Advisor > kiana.prudhont@thekey.com > Office: (949) 208-1921 Ext.199332 > https://thekey.com > > --=20 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 * --000000000000aa88ad0649dd5aee Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Confirmed for 2/6 11:00am On Mon, Feb= 2, 2026 at 2:18=E2=80=AFPM Kiana Prudhont < kiana.prudhont@th